Hyperion Planning Online Training

Hyperion Planning Online Training



    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


    • A: Creating Applications in Performance Management Architect
    • Case Study

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