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

 

Who should attend

  • Forms developers

Prerequisites

  • Basic knowledge of planning and budgeting
  • Working knowledge of Essbase recommended
  • Basic Microsoft Windows skills
  • Basic Microsoft Excel or Lotus 1-2-3 skills

Course Objectives

  • Load data into Planning applications
  • Set up security for users, groups, and members
  • Create data forms and enter data
  • Set up and test business rules
  • Review budget data by using process management
  • Migrate application artifacts
  • Create Planning applications

Product Description

  • Planning Overview and Navigating Workspace
    • Oracle's Enterprise Performance Management System
    • Planning Architecture
    • Planning and Essbase
    • Launching Workspace
    • Workspace User Interface
    • Workspace Navigate Menu
    • Opening Applications
    • Navigating in Planning
  • Creating Dimensions Overview
    • Planning Dimensions
    • Required and User-Defined Dimensions
    • Dense and Sparse Dimensions
    • Creating Data Blocks
    • Selecting Aggregation, Data Storage and Calculation Options
  • Managing Dimensions with Performance Management Architect
    • Creating Applications Using Performance Management Architect
    • Adding Dimensions to Shared Library
    • Working with Shared and Local Dimensions
    • Creating and Managing Members
    • Creating Associations Between Dimensions
    • Working with Grid Editor
    • Adding Currencies and Aliases
    • Automating Performance Management Architect Tasks
  • Setting Up the Period, Scenario, and Version Dimension
    • Creating Time Periods
    • Period and Year Dimensions
    • Dynamic Time Series Members
    • Creating Scenarios
    • Creating Versions
  • Setting Up the Entity Dimension
    • Entity Members and Plan Types
    • Currency Value for Entities
    • Adding and Modifying Entities
    • Saving Dimensions
    • Deleting Entities
  • Setting up the Account Dimension
    • Account Types
    • Creating Account Hierarchies
  • Creating User-Defined Elements
    • User-Defined Dimensions
    • Creating Attributes
    • Assigning Attribute Values
    • Member Formula Overview
    • Creating Smart Lists
  • Loading Metadata from a File
    • Metadata Load Files Overview
    • Formatting Load Files
    • Loading Metadata Process
    • Best Practices
    • Loading Metadata from Interface Tables
  • Creating Applications
    • Application Creation Process
    • Plan for Application Setup
    • Setting Up Application Components
    • Selecting Dimensions
    • Configuring Application Settings
    • Adding Dimensions from Shared Library
    • Activating Dimension Associations
    • Adjusting Performance Settings
  • Deploying Applications
    • Deployment Process
    • Validating Applications
    • Comparing Applications
    • Deploying Applications
    • Redeploying Applications
  • Setting Up Exchange Rates
    • Currencies and Exchange Rates
    • Exchange Rates Tables Overview
    • Creating Exchange Rate Tables
    • Exchange Rates and the HSP_Rates Dimension
    • Generating Currency Conversion Calculation Scripts
  • Loading Data and Calculating Data
    • Data Loads
    • Data Calculations
    • Loading Data Using Administration Services
    • Creating Data Load Rules
    • Staging Data with Interface Tables
    • Loading Data Using ETL Tools
  • Provisioning Users and Groups and Setting up Access Rights
    • Planning Security Overview
    • User and Group Provisioning Overview
    • Provisioning Users and Groups
    • User Roles
    • Generating Provisioning Reports
    • Assigning Access Rights
    • Importing Access Rights
    • Creating Security Filters
  • Creating Data Forms and Folders
    • Data Forms and Folders Overview
    • Data Forms and Folders Overview
    • Setting Up Data Forms
    • Creating Composite Data Forms
    • Printing Data Form Definition Reports
    • Assigning Access Rights to Data Forms
    • Assigning Data Form Folder Security
  • Customizing Data Forms
    • Exporting and Importing Data Forms
    • Menus
    • Setting up Custom Messaging
    • Specifying Advanced Settings
    • Managing User Variables
    • Setting Up User Preferences
  • Entering Data
    • Submitting Data in Data Forms
    • Launching Dimension Editor from Data Forms
    • Spreading Data
    • Adjusting and Annotating Data
    • Calculating Data in Data Forms
    • Entering Data with Smart Lists
    • Navigating Data Forms with Menus
  • Entering Data Using Smart View
    • Smart View Overview
    • Working with Smart View
    • Working with Ad Hoc Analysis
    • Working Offline
  • Creating Business Rules
    • Business Rules and Calculation Manager Overview
    • Business Rules Creation Process
    • Assigning Calculation Manager Security
    • Determining Calculation Requirements
    • Launching Calculation Manager
    • Setting Up Business Rules
    • Validating and Deploying Rules
    • Assigning Launch Access and Launching Business Rules
  • Managing Business Rules and Adding Variables and Formulas
    • Templates Overview
    • Creating Custom-Defined Templates
    • Creating Business Rules with Templates
    • Creating Rulesets
    • Validating and Deploying Business Rulesets
    • Creating Variables
    • Setting Up Runtime Prompt Variables
    • Creating Formula Components
  • Managing the Approval Process and Creating Task Lists
    • Managing the Review Cycle for Planning Units
    • Copying Data Between Versions
    • Clearing Cell Details
    • Copying Data
    • Navigating Task Lists
    • Building Task Lists
    • Assigning Access to Task Lists
    • Validating Task Lists and Reporting on Task Lists
  • Managing Application Lifecycles
    • Lifecycle Management Overview
    • Artifacts
    • Viewing and Searching for Artifacts
    • Viewing LCM Reports
  • Building and Setting Up Classic Applications
    • Classic Application Creation Process
    • Configuring Data Sources in Classic Application Wizard
    • Working with Classic Application Wizard
    • Building Member Hierarchies
    • Modifying Member Properties
    • Creating Alias Tables and Smart Lists, and Setting Up Member Formulas and UDAs
    • Loading Metadata, and Data into Classic Applications and Importing Data Forms
    • Creating Business Rules for Classic Applications
Price (excl. tax)

1,997.- €

BUY NOW