Hyperion Planning Online Training
Introduction
Become an expert in Hyperion Planning by learning how to create Simple and Advanced Applications, Building Dimension Hierarchies, Scenarios, Versions, Creating User-Defined Elements, Simple and Composite Forms, Menus, and Navigating Task Lists… etc
Course Content
1.Introduction To Planning
- Oracle Hyperion Planning
- Planning Architecture
- Planning Business Process
- Planning Business Scenario
2.Navigating Planning
- Interface: Overview
- Launching the Simplified Interface
3.Introduction To Applications And Dimensions
- Planning Application: Overview
- Application Framework
- Planning Dimensions
- Aggregate Storage Databases
- Data Block Creation Process
- Aggregation, Storage, and Calculation Options
4.Creating Planning Applications
- Application Creation Process
- Managing Data Sources
- Creating Simple Applications
- Creating Advanced Applications
- Refreshing Essbase Databases
- Adding Plan Types
5.Managing Dimensions
- Building Dimension Hierarchies
- Performance Settings and Data Type Evaluation Order
- Accessing Dimensions Information
- Managing Dimensions in the Simplified Interface
- Managing Dimensions in EPM Workspace
- Managing Dimensions in Smart View
6.Setting Up Aliases, Currencies, Years, And Periods
- Creating Aliases
- Adding Currencies
- Customizing Time Periods
7.Setting Up Scenarios And Versions
- Scenarios and Versions
- Creating Scenarios
- Creating Versions
8.Setting Up The Entity And Account Dimensions
- Entities: Overview
- Adding Entities
- Deleting Entities
- Accounts: Overview
- Account Types and Time Balance Properties
- Saved Assumptions
- Data Types and Exchange Rate Types
- Adding and Aggregating Accounts
9.Loading Metadata
- Metadata Load Options
- Creating Metadata Load Files
- Exporting Metadata
- Importing Metadata
- DRM Metadata Load Process
- Application Management
10.Creating User-Defined Elements
- Creating Member Formulas
- User-Defined Dimensions
- Attribute Dimensions
- Adding User-Defined Attributes
- Smart Lists: Overview
- Enabling the Simplified Interface
- Customizing Interface Appearance
11.Setting Up Exchange Rates
- Currencies and Exchange Rates
- Creating Exchange Rate Tables
- Currency Conversion Calculation Scripts
12.Loading And Calculating Data
- Data Load Options
- Managing Planning Data
- Exporting Data
- Importing Data
- FDMEE Data Load Process
- Data Calculations
13.Setting Up Planning Security
- Planning Security: Overview
- User and Group Provisioning in Shared Services
- Specifying Advanced Settings
- Assigning Access Permissions
14.Creating Forms
- Forms: Overview
- Form Components
- Creating Simple Forms
- Creating Composite Forms
- Exporting and Importing Forms
15.Enhancing Forms
- Creating Complex Forms
- Specifying Application Settings
- Specifying User Variables
- Setting Individual Display Options
- Creating Menus
- Creating Formula Rows and Columns
- Building Validation Rules
16.Entering Data In Planning
- Navigating Forms
- Submitting Data in Forms
- Filtering Data
- Sorting Data
- Spreading Data
- Adjusting Plan Data
17.Annotating And Analyzing Data
- Adding Annotations to Plan Data
- Clearing Cell Details
- Working with Ad Hoc Grids
18.Managing Business Rules
- Business Rules: Overview
- Determining Calculation Requirements
- Launching Calculation Manager and Rule Components
- Managing Views
- Creating Business Rules and Rule Sets
- Validating and Deploying Rules
- Assigning Business Rule Security
- Launching Business Rules
19.Setting Up The Approval Process
- Approvals: Overview
- Creating Planning Unit Hierarchies
- Assigning Scenario and Version Combinations
- Synchronizing Planning Unit Hierarchies
- Exporting and Importing Planning Unit Hierarchies
- Updating the Promotional Path with Validation Rules
20.Managing The Approval Process
- Approvals Dashboard
- Planning Unit Approval States
- Reviewer Actions
- Impact of Entity Hierarchy on the Review Process
- Managing the Review Cycle
- Viewing and Resolving Validation Errors
- Copying Data Between Versions
- Copying Data
21.Creating Task Lists
- Task Lists: Overview
- Navigating Task Lists
- Task List Creation Process
22.Appendices
- A: Creating Applications in Performance Management Architect
- Case Study
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