Oracle Hyperion Financial Mgmt 11.1.2: 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 an application
  • 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 Oracle's Enterprise Performance Management Suite
    • Financial Management Solution
    • Financial Consolidation, Reporting, Analysis and Product Components
    • Financial Management Architecture
  • Navigating in Financial Management
    • Logging On to Workspace
    • Financial Management Applications Overview
    • Opening Applications
    • Navigating Financial Management
    • Managing Documents
  • 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
  • Importing Dimensions 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
    • Formatting Data Load Files
    • Loading Data Files
    • Extracting Data
    • Exporting Data with Extended Analytics
    • Copying and Removing Data
  • Entering Data Using Data Grids
    • 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
    • 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
  • Setting Up Security
    • About Levels of Security
    • Provisioning User and Group Security
    • Application Settings for Security
    • Data Access and Document Access
    • Assigning Access to Security Classes
    • Running Security Reports
    • Loading and Extracting Security
  • Creating Data Forms
    • About Data Forms
    • Accessing the Form Builder
    • Defining the Point of View
    • Defining Columns and Rows
    • Formatting Columns and Rows
    • Exporting Data to Spreadsheets
  • Managing Task Lists
    • About Task Lists
    • Creating Task Lists
    • Adding Items to Task Lists
    • Organizing Task List Items
  • Entering Intercompany Data
    • Intercompany Transactions Overview
    • Intercompany Elimination Process
    • Setting Up Entities and Accounts for Intercompany Data
    • Creating and Running Intercompany Matching Reports
    • Formatting Intercompany Reports with Oracle BI Publisher
  • Adjusting Data with Journals
    • Journals Overview
    • Opening Periods for Journal Entry
    • Setting the Point of View
    • Journal Balance Types
    • Creating Journal Templates and journals
    • Entering Journal Data
    • Managing the Journals Review Process
    • Creating and Running Journal Reports
  • Translating Data
    • Data Translation Overview
    • Entering Exchange Rates
    • Checking Translation Status
    • Translating Data in Data Grids
    • Custom Translations Overview
  • Running Consolidations
    • Consolidation Process Overview
    • Managing Ownership Percentages
    • Checking Consolidation Status
    • Consolidating Data
    • Setting Up Organization by Period
  • Managing the Review Cycle Using Process Management
    • Process Management Overview
    • Enabling Process Management
    • Managing Phased Submission
    • Viewing Process Units
    • Validating Process Units
    • Moving Process Units Through the Review Cycle
    • Locking and Unlocking Data
  • Sharing Data Using Data Synchronization
    • Data Synchronization Overview
    • Creating Mapping Tables
    • Creating Data Synchronizations
    • Filtering and Mapping Dimensions
    • Viewing Data Flows
    • Scheduling and Running Data Synchronizations
  • Analyzing Data Using Smart View
    • Smart View Overview
    • Connecting to a Data Source
    • Viewing Data with the Ad Hoc Analysis Tool
    • Displaying Cell Text and Calculation Status
    • Creating Free-Form Worksheets
    • Entering Data by Using Data Forms
    • Calculating, Translating, and Consolidating Data in Smart View
    • Functions in Smart View
Price (excl. tax)

1,997.- €

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