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Ad Hoc Financial Reports: A Comprehensive Guide to Best Practices and Pitfalls
Author: Sarah Chen, CPA, CMA, with 15 years of experience in financial reporting and analysis within Fortune 500 companies and a proven track record of developing and implementing effective financial reporting systems.
Publisher: Financial Insights Publishing, a leading provider of financial management resources for professionals, offering a wide range of publications, webinars, and training programs specializing in financial reporting best practices.
Editor: Michael Davies, CFA, with over 20 years of experience in investment banking and financial analysis, specializing in the interpretation and application of financial data.
Summary: This guide provides a comprehensive overview of ad hoc financial reports, covering their purpose, creation process, best practices, and potential pitfalls. We explore the importance of data accuracy, clear communication, and efficient reporting tools. The guide also offers practical advice on avoiding common mistakes and leveraging ad hoc reporting for improved decision-making.
Introduction: Understanding Ad Hoc Financial Reports
Ad hoc financial reports are financial statements generated on an as-needed basis, as opposed to scheduled, periodic reports like monthly or quarterly financial statements. They are crucial for addressing specific questions, investigating anomalies, or supporting immediate business decisions. The flexibility of ad hoc financial reports allows businesses to delve deeper into specific areas of their finances providing valuable insights not readily available through standard reporting. This guide will explore the best practices and common pitfalls associated with generating effective ad hoc financial reports.
1. The Purpose and Importance of Ad Hoc Financial Reports
Ad hoc financial reports are vital tools for:
Investigating specific issues: Responding to unexpected events, like a sudden drop in sales or an increase in expenses, requires immediate investigation, and ad hoc financial reports provide the necessary data swiftly.
Supporting strategic decision-making: Before making significant investments or implementing new strategies, businesses need detailed financial insights, achievable through ad hoc financial reports.
Responding to stakeholder inquiries: Investors, board members, and regulators may request specific financial information outside of regularly scheduled reports. Ad hoc financial reports facilitate prompt responses.
Identifying trends and patterns: Analyzing specific data subsets can reveal trends not evident in standard reports. Ad hoc financial reports facilitate this deeper analysis.
Improving operational efficiency: By pinpointing areas of inefficiency, ad hoc financial reports aid in improving operational performance.
2. The Process of Creating Effective Ad Hoc Financial Reports
Creating effective ad hoc financial reports involves a systematic approach:
Defining the objective: Clearly articulate the purpose and specific information needed.
Data selection: Identify the relevant data sources (e.g., general ledger, CRM system, etc.). Ensure data accuracy and completeness.
Data analysis: Perform necessary calculations, aggregations, and comparisons. Consider using visualization tools to enhance understanding.
Report design: Create a clear, concise report with relevant visualizations (charts, graphs, etc.). Ensure readability and easy comprehension.
Distribution and follow-up: Distribute the report to relevant stakeholders and follow up on any questions or actions required.
3. Best Practices for Ad Hoc Financial Reporting
Data integrity: Employ robust data validation processes to ensure accuracy.
Clear communication: Use simple language and visual aids to facilitate understanding.
Consistent formatting: Use a standardized format for ease of comparison across reports.
Timeliness: Generate reports quickly to meet deadlines and facilitate timely decision-making.
Security and access control: Restrict access to sensitive financial information to authorized personnel.
Version control: Maintain records of all versions to ensure traceability and accountability.
Utilize appropriate technology: Leverage reporting tools (e.g., BI software, spreadsheets) to streamline the process.
4. Common Pitfalls to Avoid in Ad Hoc Financial Reporting
Inaccurate data: Errors in data can lead to flawed conclusions and poor decision-making.
Poor data visualization: Ineffective charts and graphs can obscure insights.
Lack of clarity: Ambiguous reports can lead to misinterpretations and confusion.
Inconsistent formatting: Inconsistent reports make comparison difficult and time-consuming.
Delayed reporting: Late reports may result in missed opportunities or delayed actions.
Insufficient data security: Inadequate security measures can expose sensitive information.
5. Leveraging Technology for Ad Hoc Financial Reporting
Modern business intelligence (BI) tools and data visualization software significantly enhance the creation and distribution of ad hoc financial reports. These tools offer functionalities such as data extraction, transformation, and loading (ETL), automated report generation, and interactive dashboards.
Conclusion
Effective ad hoc financial reports are crucial for timely decision-making, strategic planning, and addressing urgent business needs. By following best practices and avoiding common pitfalls, organizations can leverage the power of ad hoc financial reports to gain valuable insights into their financial performance and improve overall business outcomes. The combination of strong data governance, effective technology, and a clear understanding of reporting objectives is key to success.
FAQs
1. What is the difference between scheduled and ad hoc financial reports? Scheduled reports are generated regularly (e.g., monthly, quarterly), while ad hoc reports are created on demand to address specific needs.
2. What software can I use to create ad hoc financial reports? Spreadsheet software (like Excel), dedicated BI tools (like Tableau or Power BI), and enterprise resource planning (ERP) systems all offer ad hoc financial reporting capabilities.
3. How can I ensure the accuracy of my ad hoc financial reports? Implement robust data validation processes, regularly reconcile data, and utilize data cleansing techniques.
4. How can I improve the clarity of my ad hoc financial reports? Use clear language, consistent formatting, and visual aids like charts and graphs.
5. Who should have access to ad hoc financial reports? Access should be restricted to authorized personnel with a legitimate business need.
6. How often should I create ad hoc financial reports? This depends entirely on the need. Some situations require immediate reports, while others can wait.
7. What are the key performance indicators (KPIs) to include in ad hoc financial reports? This varies depending on the specific objective, but common KPIs include revenue, expenses, profit margins, and cash flow.
8. How can I ensure the security of my ad hoc financial reports? Implement access controls, encryption, and regular security audits.
9. What are the benefits of using a BI tool for ad hoc reporting? BI tools automate many aspects of reporting, improve data visualization, and enable more sophisticated data analysis.
Related Articles:
1. "Improving Data Accuracy in Ad Hoc Financial Reporting": This article discusses techniques for ensuring data accuracy and reliability in ad hoc financial reports.
2. "Data Visualization Best Practices for Ad Hoc Financial Reports": This article provides guidelines on creating effective visualizations for ad hoc financial reports.
3. "The Role of Ad Hoc Financial Reports in Strategic Decision-Making": This article explores how ad hoc financial reports can inform and support strategic decision-making.
4. "Choosing the Right Technology for Ad Hoc Financial Reporting": This article compares different software options for creating ad hoc financial reports.
5. "Security and Access Control in Ad Hoc Financial Reporting": This article focuses on security best practices for handling sensitive financial data in ad hoc financial reports.
6. "Common Pitfalls to Avoid When Creating Ad Hoc Financial Reports": This article highlights common mistakes to avoid and how to create more effective reports.
7. "Ad Hoc Financial Reporting and Regulatory Compliance": This explores the intersection of ad hoc financial reporting and regulatory compliance requirements.
8. "The Impact of Big Data on Ad Hoc Financial Reporting": This examines how big data analytics affect the creation and use of ad hoc financial reports.
9. "Case Studies in Effective Ad Hoc Financial Reporting": This showcases real-world examples of effective ad hoc financial reporting in different industries.
| ad hoc financial reports: U.S. Government Financial Statements United States. General Accounting Office, 2001 |
| ad hoc financial reports: HCFA Financial Report United States. Health Care Financing Administration, 1997 |
| ad hoc financial reports: Company Financial Reporting Stephen A Zeff, Frans van der Wel, C. Camfferman, 2016-02-05 First published in 1992. Prior to this work no thorough study had been made of the Dutch institutional environment and of the Dutch practice of regulating the process of financial accounting despite a number of unique and influential practices originating there. The book attempts to trace the conditions, the sources and the connections of the regulatory processes for financial statements — providing orientation for readers unfamiliar with the Dutch context and a chronological survey from the 19th century to the early 1990’s. In addition to analysing the Dutch process, comparison is made with the standard-setting processes in the United States and UK. The title will be of interest to students of Business and Economics. |
| ad hoc financial reports: Worldwide Financial Reporting George J. Benston, Michael Bromwich, Robert E. Litan, Alfred Wagenhofer, 2006-04-13 International accounting standards tend to converge, as do auditing, enforcement and corporate governance, whereas trading of equity shares remains essentially national. The book provides a thorough analysis of what information investors really need, how financial accounting systems developed and their current requirements in major commercial countries, and examines current issues, particularly the benefits and costs a single or multiple accounting standards, the bases for accounting standards, and limitations to accounting disclosure in financial statements. |
| ad hoc financial reports: Financial Management Jack Alexander, 2024-01-31 A comprehensive and insightful approach enabling finance mangers to contribute to business performance and valuation In Financial Management: Partner in Driving Performance and Value, experienced financial executive and consultant Jack Alexander delivers a fresh, new take on improving performance and creating shareholder value for CFOs, controllers, C-suite executives, and FP&A professionals. In the book, you’ll learn about best practices in operational and strategic planning, forecasting, enterprise performance management, business valuation, capital investment, mergers and acquisitions, developing finance talent, supporting growth, and more. Frameworks for dealing with the pace of change and level of uncertainty in today’s environment are also provided, including scenario planning, business agility and monitoring external forces. The book provides actionable insights and practical tools for finance professionals to contribute as trusted advisors and business partners. The author offers free access to financial models in Microsoft Excel and PowerPoint templates on the accompanying website, as well as: Expanded and enhanced content from the author’s widely read previous works Models, illustrations, examples, and dashboards Anecdotes and stories drawn from the author’s 45-year-long career in financial leadership Perfect for CFOs, controllers, financial executives, financial planning and analysis professionals, and accounting managers, Financial Management is also the ideal desk reference for treasurers, strategic planners, Certified Public Accountants, and equity research analysts. It’s an essential and timely resource for financial leaders everywhere. |
| ad hoc financial reports: U.S. government financial statements FY 2000 reporting underscores the need to accelerate Federal Financial Management ReformRepresentatives. , |
| ad hoc financial reports: Health Care Financing Administration Financial Report Nancy-Ann M. DeParle, 2000-10 |
| ad hoc financial reports: The consolidated financial statements of the federal government for fiscal year 2002 United States. Congress. House. Committee on Government Reform. Subcommittee on Government Efficiency and Financial Management, 2003 |
| ad hoc financial reports: Report of the Ad Hoc Subcommittee on Grain Elevator Bankruptcy United States. Congress. House. Committee on Agriculture. Ad Hoc Subcommittee on Grain Elevator Bankruptcy, 1983 |
| ad hoc financial reports: The federal government's consolidated financial statements United States. Congress. House. Committee on Government Reform. Subcommittee on Government Efficiency, Financial Management, and Intergovernmental Relations, 2003 |
| ad hoc financial reports: Annual Report Resolution Trust Corporation (U.S.), |
| ad hoc financial reports: Report on Financial Management Improvements United States. Joint Financial Management Improvement Program, 1993 |
| ad hoc financial reports: District of Columbia Appropriations for 2004 United States. Congress. House. Committee on Appropriations. Subcommittee on District of Columbia Appropriations, 2003 |
| ad hoc financial reports: 108-1 Hearings: District of Columbia Appropriations For 2004, Part 2, 2003, * , 2003 |
| ad hoc financial reports: Argonne Computing Newsletter , 1988 |
| ad hoc financial reports: Academic Foundation`S Bulletin On Money, Banking And Finance Volume -47 Analysis, Reports, Policy Documents Editor : Sona Kapila, 2003 |
| ad hoc financial reports: Musical Works and Audio-Visual Works World Intellectual Property Organization, Robert Hooijer, J. Joel Baloyi, 2016 This WIPO toolkit offers a practical approach to the collective management of copyright and related rights. |
| ad hoc financial reports: The Influence of Blockholders on Agency Costs and Firm Value Markus P. Urban, 2015-11-04 Markus P. Urban investigates the influence of large shareholders (the so-called blockholders) on agency costs and firm value, thereby accounting for blockholder characteristics and blockholder interrelationships. The work provides a profound theoretical and empirical analysis on the nature and effect of shareholder engagement with due regard to the specifics of the German institutional environment. Its empirical results illustrate that the effect of shareholder engagement depends on the characteristics of the specific blockholder as well as on interrelationships with additional blockholders. |
| ad hoc financial reports: Developing Essbase Applications Cameron Lackpour, 2015-09-17 Maintaining the advanced technical focus found in Developing Essbase Applications, this second volume is another collaborative effort by some of the best Essbase practitioners from around the world. The book explores technology areas that are much-discussed but still very new, including Exalytics and Hybrid Essbase. It covers the latest improvements to the Essbase engine as well as the impact of new reporting and analysis tools. It also presents advanced Essbase best practices across a variety of features, functions, and theories. |
| ad hoc financial reports: Luxembourg International Monetary Fund. Monetary and Capital Markets Department, 2017-08-28 This Technical Note discusses the findings and recommendations made in the 2017 Financial Sector Assessment Program for Luxembourg in areas of regulation, supervision, and systemic risk monitoring of fund management. Certain structural elements of the Luxembourg fund management industry, particularly the extensive use of delegation and concentration of fund directorships, merit increased supervisory analysis and attention beyond the current activities. The Luxembourg framework for liquidity management tools compares favorably with its peers at both the EU and international level. Information on leverage of funds is of potential relevance from a systemic risk perspective. The Luxembourg authorities have also been actively monitoring and contributing to discussions on the EU money market funds regulation. |
| ad hoc financial reports: Consolidated Financial Statements of the United States Government , 1980 |
| ad hoc financial reports: Ukraine International Monetary Fund. Monetary and Capital Markets Department, 2016-07-21 This Technical Assistance report examines regulation of market abuse and issuer disclosure requirements in Ukraine. The Ukrainian regulatory framework for market abuse and issuer disclosure requirements has significant gaps, whose impact is compounded by the National Securities and Stock Market Commission’s (NSSMC) lack of sufficient supervisory, investigative, and enforcement powers. This has contributed to overall lack of transparency and widespread misconduct in the market, including through issuance and trading of “fictitious” securities. To address the current challenges, the Ukrainian legislation needs to be aligned with the international standards to provide the NSSMC with sufficient means to require enhanced disclosures and combat market abuse. |
| ad hoc financial reports: Department of the Interior and Related Agencies Appropriations for Fiscal Year 1995: Department of Agriculture, Department of Energy, Department of Health and Human Services, Department of the Interior United States. Congress. Senate. Committee on Appropriations. Subcommittee on the Department of the Interior and Related Agencies, 1995 |
| ad hoc financial reports: Department of the Interior and Related Agencies Appropriations for Fiscal Year 1995 United States. Congress. Senate. Committee on Appropriations. Subcommittee on the Department of the Interior and Related Agencies, 1995 |
| ad hoc financial reports: Effective Company Disclosure in the Digital Age Gill North, 2015-10-16 Effective corporate reporting and disclosure are critical in financial markets to promote vigorous competition, optimal performance, and transparency. This book examines whether existing disclosure frameworks in eight countries with the world's most significant securities exchanges achieve these objectives, and then, drawing on extensive empirical findings, identifies the policies and practices that contribute most to improving the overall quality of listed company reporting and communication. Contending that public disclosure of listed company information is an essential precondition to the long-term efficient operation of financial markets, the book provides analysis of such issues and topics as the following: - arguments for and against mandatory disclosure regimes; - key principles of periodic and continuous disclosure regulation; - tensions between direct and indirect investment in financial markets; - assumptions concerning the need to maintain a privileged role for financial intermediaries; - intermediary, analyst, and research incentives; - protection of individual investors; - selective disclosure; - disclosure of bad news; - the role of accounting standards; - public access to company briefings; - long term performance reporting and analysis; and - company reporting developments. A significant portion of the book provides an overview of disclosure regulation and practice in the United States, Canada, Germany, the United Kingdom, Japan, Hong Kong, Australia, and Singapore. A highly informative survey looks at company reports, disclosures, and websites of large listed companies, including Microsoft, Citigroup, Teck Resources, Deutsche Bank, BP, Sony, PetroChina Company, BHP Billiton, and Singapore Telecommunications. The book discusses common disclosure issues that arise across jurisdictions, provides valuable insights on the efficacy of existing disclosure regulation and practice, and highlights the important principles, processes, and practices that underpin best practice company disclosure frameworks. It will be welcomed by company boards and executives and their counsel, as well as by policymakers and scholars in the areas of corporate, securities, banking and financial law, accounting, economics and finance. |
| ad hoc financial reports: Merge William L. Macdonald, 2011-06-23 MERGE eases you into the front row of a master class on the art and science of the complex sale, taught by one of the most successful marketers in financial services. No matter how good you are (or think you are) as a relationship builder, rainmaker, consultant or closer, pick up the head-snapping nuggets of practical wisdom spread across these pages. MERGE reveals a five-step surefire sales process long forgotten, overlooked, or never learned by so many professionals in finance, insurance, legal, real estate and other high-value professions. Dont miss it this time. Your business, your clients depend on the high-water mark of your greatness. Praise for MERGE MERGE offers the insight of one of Americas best and most successful marketers in the financial services industry. Read it before your competition does.Peter D. Quinn, Senior Vice President, Wells Fargo Bank - Executive Benefits Bill MacDonald has done a superb job of merging theory and practical application of sales and marketinghow he actually made his theories work in practice. MERGE is a book all up-and-coming sales and marketing executives should read, well-written, and easy to read.Jim Ellis, Dean, University of Southern California, Marshall School of Business MERGE details the mistakes commonly made by consultants in marketing services. Bills five-step process can be used successfully, no matter the market. The principles are transferable and powerful. Hes done a superb job of making his book relational and practical. Every consulting professional will benefit from reading this book.Guy Baker, Immediate Past President, The Million Dollar Round Table, Managing Director, EMI Consulting |
| ad hoc financial reports: Disruption in Financial Reporting Krish Bhaskar, John Flower, 2021-01-21 Since the global financial crisis of 2007–8, new laws and regulations have been introduced with the aim of improving the transparency in financial reporting. Despite the dramatically increased flow of information to shareholders and the public, this information flow has not always been meaningful or useful. Often it seems that it is not possible to see the wood for the trees. Financial scalds continue, as Wirecard, NMC Health, Patisserie Valerie, going back to Carillion (and many more) demonstrate. Financial and corporate reporting have never been so fraught with difficulties as companies fail to give guidance about the future in an increasingly uncertain world aided and abetted by the COVID-19 pandemic. This concise book argues that the changes have simply masked an increase in the use of corporate PR, impression management, bullet points, glossy images, and other simulacra which allow poor performance to be masked by misleading information presented in glib boilerplate texts, images, and tables. The tone of the narrative sections in annual reports is often misleading. Drawing on extensive research and interviews with insiders and experts, this book charts what has gone wrong with financial reporting and offers a range of solutions to improve information to both investors and the public. This provides a framework for a new era of forward-looking corporate reporting and guidance based on often conflicting multiple corporate goals. The book also examines and contrasts the latest thinking by the regularity authorities. Providing a compelling exploration of the industry’s failings and present difficulties, and the impact of future disruption, this timely, thought-provoking book will be of great interest to students, researchers, and professionals as well as policy makers in accounting, financial reporting, corporate reporting, financial statement analysis, and governance. |
| ad hoc financial reports: Mexico: Technical Assistance Report-Strengthening Public Assets and Liabilities Management International Monetary, International Monetary Fund. Fiscal Affairs Dept., 2021-12-17 The Ministry of Finance and Public Credit (SHCP) of Mexico intends to strengthen public asset and liability management (ALM) practices. The 2018 Fiscal Transparency Evaluation (FTE) identified several gaps in reporting public sector assets and liabilities and analysis of the associated risks. The authorities have identified the need for further reforms in three interrelated areas: (i) adopt the public sector balance sheet (PSBS) analytical framework to inform policy making; (ii) move toward more active cash management; and (iii) strengthen the management of financial assets and introduce a sovereign assets and liabilities management (SALM) framework in a phased manner. This report provides recommendations for reforms in these three areas. |
| ad hoc financial reports: Information Technology Digest , 1994 |
| ad hoc financial reports: Financial Report ... and Report of the External Auditor World Health Organization, 1960 |
| ad hoc financial reports: Optimal Management Strategies in Small and Medium Enterprises Vemi?, Milan B., 2017-01-18 Business sustainability is becoming increasingly difficult amongst the demands of today’s markets. By implementing new and dynamic practices, organizations can optimize their day-to-day operations and improve competitive advantage. Optimal Management Strategies in Small and Medium Enterprises is a key source on the latest innovations in enhancing all main management functions, such as working capital and marketing, and examines how to implement sustainable business management practices. Featuring extensive coverage across a range of relevant perspectives and topics, such as human resources development, market orientation, and knowledge management, this book is ideally designed for business managers, professionals, graduate students, and researchers working in the field of smaller-scale business development initiatives. |
| ad hoc financial reports: Process Improvement for Effective Budgeting and Financial Reporting Nils H. Rasmussen, Christopher J. Eichorn, Corey S. Barak, Toby Prince, 2003-06-17 The budget and financial reporting processes are well knownsources of frustration for most CFOs. Seeking a quick fix to theproblem, the common solution is to pour more money into new andbetter software. This leaves the root cause, the inefficient anddysfunctional underlying processes and routines, unaddressed. Asthis book shows, substantial and sustainable improvements are onlyachieved through an holistic approach to process improvement,technology, strategy, and people. —Tom Henry Knudsen, Executive Vice President, Telenor EiendomFornebu AS, Proven methods for improving efficiency Corporations face a high turnover among financial managers,rapid changes in technology, lack of time and process redesignskills, and ongoing ambiguity about primary objectives behind thebudgeting and financial reporting processes. Amid this frenzy, itis the fundamental efficiency of these processes that dramaticallyimpact overall business performance. Process Improvement forEffective Budgeting and Financial Reporting provides financialmanagers with a compelling blueprint for increasing efficiency andeliminating waste of time and energy. Four operational experts layout an 80/20 plan-improving 80% of processes in 20% of the time itwould take to improve 100%-and explain a Business ProcessImprovement (BPI) plan that incorporates: The emerging trends affecting financial managers today Step-by-step process implementation Interviews with industry leaders, consultants, and managers whohave successfully instituted BPI plans Appraisals of the available software that can help or hinderthe process There is no substitute for improved efficiency. CFOs,controllers, budget managers, and financial analysts willsignificantly benefit from adding this authoritative guide to theirprofessional libraries. |
| ad hoc financial reports: State Department's Management of U.S. Embassies Overseas United States. Congress. House. Committee on Government Operations. Legislation and National Security Subcommittee, 1993 |
| ad hoc financial reports: Report United States. Congress. House, |
| ad hoc financial reports: Wiley GAAP for Governments 2015 Warren Ruppel, 2015-02-09 The essential reference for governmental GAAP application Wiley GAAP for Governments 2015 provides the latest information on GAAP, with coverage designed specifically for government entities. With a focus on the practical rather than the academic, this book provides insightful, up to date implementation information and explanations of the important developments in governmental GAAP that have occurred in the past year. Exclusive coverage includes school districts, public authorities, and individual pension plans financial statements, with a disclosure checklist that helps preparers ensure compliance. Visual aids help facilitate the reader's understanding of the material, providing a comprehensive guide to financial reporting for governments at the state and local level. This reliable guide is an industry favorite for its accessibility, completeness, and relevance, helping readers achieve and maintain compliance with minimal burden. Governmental accounting standards are continuously being released, growing in complexity with each iteration. Wiley GAAP for Governments is updated annually to provide the most up-to-date information available, with thorough explanations and expert implementation advice. Get up to speed on the newest accounting pronouncements Understand how GAAP applies to government bodies and pension plans Refer to disclosure checklists designed specifically for government entities Study flowcharts, diagrams, and charts to gain a deeper understanding This user-friendly guide is organized for easy navigation, and designed to help preparers quickly find, understand, and apply the information they need. Expert guidance through the increasing complexity of preparation and implementation of relevant changes is what makes Wiley GAAP for Governments 2015 the reference financial professionals keep on their desks rather than on their bookshelves. |
| ad hoc financial reports: OECD Public Governance Reviews Brazil's Supreme Audit Institution The Audit of the Consolidated Year-end Government Report OECD, 2013-02-05 This report assesses the role of Brazil's Supreme Audit Institution – the Federal Court of Accounts (Tribunal de Contas da União or TCU) – in enhancing accountability and informing decision making within the federal government. |
| ad hoc financial reports: Essbase for Mere Mortals: An Insider's Guide , |
| ad hoc financial reports: Look Smarter Than You Are with Hyperion Essbase Edward Roske, Tracy McMullen, 2008-03-01 Essbase is everywhere these days. To survive and be productive in the business world, you need to take control of Essbase. If you don't have time (and money in the budget) to go to a class, if you just want to learn at your own pace, or if you want the information not covered in classes, this book will show you the way. Whether you're an end user looking to better analyze information or an admin building new applications, you will become a master of Essbase as your fellow workers look at you in sheer, dumbstruck awe. You will learn how to: Use the Excel Add-In and Smart View Add-in to retrieve and analyze data. Create dynamic reports that change as new data is uploaded. Build different types of applications quickly and easily following the proven steps provided in this guide. Use advanced techniques such as tuning and optimization, calc scripts, and MaxL. |
| ad hoc financial reports: Policy and Procedures Manual for Guidance of Federal Agencies United States. General Accounting Office, 1987 |
| ad hoc financial reports: Financial Statement and Audit of the American Legion American Legion. Annual National Convention, 2002 |
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