Oracle Hyperion Planning 11.1.2 for Interactive Users (Self-Study Course)

 

Who should attend

  • End users
  • Sales consultants

Prerequisites

  • Planning and budgeting concept
  • MS Windows knowledge
  • MS Excel knowledge
  • Client-server concept

Course Objectives

  • Navigate Workspace to access Planning and Financial Reporting
  • Create and test data forms
  • Enter and adjust data in Planning and Smart View
  • Set up and test business rules
  • Move plans through a budget review cycle
  • Set up and implement task lists
  • Create reports to analyze planning results
  • Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirements

Product Description

  • Planning Overview
    • Oracle’s Enterprise Performance Management System
    • Planning Features
    • User Roles
    • Planning Interface
    • Planning Applications
    • Planning and Essbase
  • Navigating Workspace
    • Workspace Overview
    • Launching Workspace
    • Opening Planning Applications
    • Navigating in Planning
  • Planning Dimensions, Data, and Security
    • Plan Types
    • Planning Dimensions
    • Aggregation, Storage, and Calculation Options
    • Planning Security Overview
  • Creating Data Forms and Folders
    • Data Forms and Folders Overview
    • Creating Simple Data Forms
    • Creating Composite Data Forms
    • Data Form Access
  • Customizing Data Forms
    • Creating Menus
    • Creating Formula Rows and Columns
    • Building Validation Rules
    • Processing Cells for Data Validation
    • Setting Up Custom Messaging
    • Setting Up User Preferences
  • Entering Data in Planning
    • Working with Data Forms
    • Data Entry Tasks
    • Entering Data Using Smart Lists
    • Filtering Data
    • Sorting Data
    • Spreading Data
    • Spreading Data by Using Mass Allocate
    • Calculating Data in Data Forms
  • Adjusting and Annotating Data
    • Adjusting Plan Data
    • Adding Annotations to Plan Data
    • Performing Ad Hoc Actions in Data Forms
  • Navigating Smart View
    • Smart View Overview
    • Setting Smart View Options
    • Connecting to Data Sources
    • Managing Task Lists in Excel and Outlook
    • Working with Data Forms in Smart View
  • Performing Tasks in Smart View
    • Spreading Data by Using Grid Spread
    • Spreading Data by Using Mass Allocate
    • Data Calculation in Smart View
    • Entering Supporting Detail in Smart View
    • Managing Planning Processes in Smart View
    • Copying Versions in Smart View
    • Monitoring Job Statuses in Smart View
    • Managing Planning Data Offline in Smart View
  • Creating Business Rules in Calculation Manager
    • Business Rules Overview
    • Assigning Calculation Manager Security
    • Determining Calculation Requirements
    • Launching Calculation Manager
    • Setting Up Business Rules
    • Rule Components
    • Working in Script Mode
    • Validating Business Rules
  • Working with Business Rule Templates
    • Templates Overview
    • Creating Custom Templates
    • Implementing System Templates in Business Rules
  • Customizing Business Rules
    • Creating Variables
    • Creating Formula Components
  • Setting Up the Approval Process
    • Approval Process Overview
    • Planning Unit Hierarchies
    • Scenario and Version Combinations
    • Building Approval Process Validation Rules
    • Attribute-Based Validation Rules
  • Managing the Approval Process
    • Planning Unit Process States
    • Reviewer Actions
    • Impact of Entity Hierarchy on the Review Process
    • Managing the Review Cycle
    • Copying Data Between Versions
    • Clearing Cell Details
  • Creating Task Lists
    • Task Lists Overview
    • Navigating Task Lists in Basic Mode
    • Navigating Task Lists in Advanced Mode
    • Creating Task Lists
    • Printing Task List Reports
  • Financial Reporting
    • Financial Reporting Functionality and Architecture
    • Financial Reporting Data Sources
    • Setting Preferences
    • Previewing Reports
    • Printing Reports and Snapshots
    • Working with Reporting Studio
    • Opening Reports
    • Previewing and Printing Reports
  • Creating Basic Reports
    • Report Creation Overview
    • Creating Reports
    • Creating Grids
    • Selecting Members for Rows and Columns
    • Setting the Point of View
    • Adding Rows or Columns
    • Saving Reports
  • Supporting Details and Grids
    • Selecting Multiple Database Connections in Reports
    • Setting Up Details in Reports
    • Creating Related Content in Reports and Books
  • Formatting Cells and Grids
    • Formatting Cells
    • Formatting Grids
    • Suppressing Data in Grids
    • Applying Conditional Formatting in Grids
    • Changing Page Settings
  • Creating Report Objects
    • Report Objects Overview
    • Creating Text Boxes
    • Adding Images
    • Saving Report Objects
    • Inserting Saved Report Objects
    • Linked Object Properties
    • Designing Headers and Footers
    • Designing Row and Column Templates
  • Adding Text Functions
    • Text Functions Overview
    • Inserting Text Functions in Text Boxes
    • Inserting Text Functions in Heading and Text Cells
    • Customizing Page Headings
    • Creating Dynamic Values with the Current Keyword
    • Displaying Text Function Errors
    • Common Text Function
  • Creating Books
    • Books Overview
    • Previewing and Printing Books
    • Previewing Static HTML Output
    • Changing the Book POV
    • Creating Books in Workspace
    • Changing the Appearance of Books
Price (excl. tax)

1,199.- €

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