Hyperion Planning Online Training

Hyperion Planning Online Training

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    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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    You will work on real world projects wherein you can apply your knowledge and skills that you acquired through our training. We have multiple projects that thoroughly test your skills and knowledge of various aspect and components making you perfectly industry-ready.

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    The Training itself is Real-time Project Oriented.

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    There are some Group discounts available if the participants are more than 2.

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