Oracle Hyperion Financial Management 11.1.1: Create & Manage Applications (Self-Study Course)

 

Who should attend

  • System analysts

Prerequisites

  • Basic Excel or Lotus 1-2-3 skills
  • Basic accounting concepts
  • Basic Microsoft Windows skills

Course Objectives

  • Import and export data and metadata
  • Create and deploy applications
  • View and enter data by creating Web data forms and grids
  • Create and deploy rules and calculate data
  • Enter inter-company transactions and make adjustments using journals
  • Perform data consolidation
  • Manage the financial review cycle using Process Management
  • Create the metadata structure, including accounts, entities, scenarios, and custom dimensions
  • Synchronize data between applications
  • Set up security, including users, groups, security classes, and access rights

Product Description

  • Introduction to Financial Management
    • About Enterprise Performance Management
    • Financial Management Solution
    • Financial Consolidation, Reporting, Analysis and Product Components
    • Financial Management Architecture
  • Navigating in Financial Management
    • Financial Management Components
    • About Workspace and Workspace Navigation
    • Metadata and Dimensions
    • Setting the Point of View
  • Managing Dimensions with Performance Management Architect
    • Dimension Library
    • Creating Dimensions
    • Creating Dimension Members
    • Property Value Inheritance
    • Creating Alternate Hierarchies
    • Managing Members
    • Working With Grid Editor
    • Setting Up Languages
  • Loading Metadata from a File
    • About Metadata Load Files
    • Formatting Metadata Load Files
    • Setting Up Dimensions
    • Managing Languages
    • Loading Metadata
    • Viewing Job Status
    • Loading Metadata with Interface Tables
  • Creating and Deploying Applications
    • Creating Applications
    • Working with Local and Shared Dimensions
    • Configuring Application Settings
    • Deploying Application Process
    • Validating Applications
    • Deploying Applications
    • Viewing Job Status
    • Lifecycle Management Overview
  • Configuring Accounts and Custom Dimensions
    • About Accounts and Custom Dimensions
    • Setting Up Account Types and Hierarchies
    • Setting Up Accounts and Custom Dimensions
    • Auditing Account Data
    • Intercompany Account and Other Account Properties
  • Setting Up Entities, Calendars, and Scenarios
    • Setting up Entities
    • Setting Up Calendars
    • Setting Up Scenarios
  • Loading Data
    • Data Load Files
    • Line-Item Detail Section
    • Changing Column Order
    • Loading Data Files
    • Extracting Data
    • Exporting Data with Extended Analytics
    • Copying and Removing Data
  • Entering Data Using Data Grids
    • About Data Grids and Accessing Data Grids
    • Changing the Grid Layout and Display
    • Selecting Members
    • Saving Grid Settings
    • Entering Data and Filling Multiple Cells
    • Spreading and Calculating Data
    • Adding Cell Text and Line-Item Detail
  • Creating Member Lists in Financial Management
    • About Member Lists
    • System and User-Defined Member Lists
    • Creating Member Lists
    • Identifying Member Lists in a File
    • Creating Static Member Lists
    • Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
    • Loading and Extracting Member Lists
  • Managing Rules With Calculation Manager
    • Calculation Manager Overview
    • Creating Formulas
    • Creating Rules
    • Creating Rule Sets
    • Deploying Rules
    • Importing and Exporting Calculation Manager Objects
  • Provisioning Users and Groups
    • About Levels of Security
    • Provisioning User and Group Security
  • Assigning Access to Data and Documents
    • Application Settings for Security
    • Data Access and Document Access
    • Security Classes
    • Assigning Access to Security Classes
    • Running Security Reports
    • Security Load Files
    • Loading and Extracting Security
  • Creating Data Forms
    • About Data Forms
    • Accessing the Form Builder
    • Defining the Point of View
    • Defining Columns and Rows
    • Setting Row and Column Options
    • Exporting Data to Spreadsheets
  • Creating Task Lists in Financial Management
    • About Task Lists
    • Creating Task Lists
    • Adding Items to Task Lists
    • Organizing Task List Items
    • Managing Task Lists
  • Entering Intercompany Data
    • About Intercompany Transactions
    • Intercompany Account Balances
    • Elimination Process
    • Plug Accounts
    • Intercompany Eliminations and the Value Dimension
    • Setting Up Entities and Accounts for Intercompany Data
    • Creating and Running Intercompany Matching Reports
  • Adjusting Data with Journals
    • About Journals and Journal Benefits and Adjusting Data
    • Journals Review Process and the Value Dimension
    • Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
    • Creating Journal Templates and Journal Balance Types
    • Creating Journals and Entering Journal Data
    • Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report
    • Setting Journal Report Properties and Selecting Columns and Filters
    • Saving Journal Reports Locally and Remotely
  • Running Consolidations
    • Consolidation Process
    • Entering Consolidation Information Using Ownership Management
    • Running Consolidations
    • Checking Consolidation Status
    • Data Translation
    • Entering Exchange Rates
    • Organization by Period
    • Setting Up Organization by Period
  • Managing the Review Cycle Using Process Management
    • About Process Control: Process Units and Process States
    • Process Control Security Roles
    • Enabling Process Control and Phased Submissions
    • Accessing Process Units and Viewing Unit Status
    • Process Control Panel Display Options
    • Process Unit Validation and Validation Accounts
    • Review Cycle and Review History
    • Locking and Unlocking Data
  • Sharing Data Using Data Synchronization
    • About Data Synchronization
    • Creating Mapping Tables
    • Creating Data Synchronizations
    • Filtering and Mapping Dimensions
    • Viewing Data Flows
    • Scheduling and Running Data Synchronizations
  • Analyzing Data Using Smart View
    • About Smart View
    • Smart View Installation and Components
    • Connecting to a Data Source
    • About the Ad Hoc Analysis Tool: Adding Formulas and Formatting
    • Creating Free-Form Worksheets
    • Entering Data With Web Data Forms
    • Functions in Smart View
Price (excl. tax)

1,997.- €

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