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Oracle Hyperion Financial Management - Create & Manage Applications

( Duration: 5 Days )

In Oracle Hyperion Financial Management - Create & Manage Applications training course, you will learn to create and manage applications using Financial Management. You will learn the process of creating an application, entering data and adjusting and viewing data using data grids and data forms. You will also learn to enter and process journals and inter-company data, deploy rules and calculate and consolidate data. See how to manage the review and approval process of financial data and apply system security to Financial Management data.

By attending Oracle Hyperion Financial Management - Create & Manage Applications workshop, delegates will learn to:

  • Perform data consolidation
  • Import and export data and metadata
  • Create and deploy an application
  • View and enter data by creating data forms and grids
  • Create and deploy rules and calculate data
  • Enter inter-company transactions and make adjustments using journals
  • 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

The Oracle Hyperion Financial Management - Create & Manage Applications class is ideal for:

  • Developers
  • Systems Administrators

COURSE AGENDA

1

Navigating in Financial Management

  • Financial Management Applications Overview
  • Opening Applications
  • Navigating Financial Management
  • Selecting Members
  • Setting the Point of View
2

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
3

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
4

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
  • Creating Classic Applications
5

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
6

Setting Up Entities, Calendars, and Scenarios

  • Setting Up Entities
  • Setting Up Calendars
  • Setting Up Scenarios
7

Loading Data

  • Formatting Data Load Files
  • Loading Data Files
  • Extracting Data
  • Copying and Removing Data
8

Entering Data Using Data Grids

  • Accessing Data Grids
  • Setting Up the Grid Layout and Display
  • Saving Grid Settings
  • Entering Data
  • Spreading and Calculating Data
  • Adding Cell Text and Line-Item Detail
  • Using Data Grids in Smart View
9

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
10

Managing Rules With Calculation Manager

  • Calculation Manager Overview
  • Creating Formulas
  • Creating Rules
  • Creating Rule Sets
  • Deploying Rules
  • Importing and Exporting Calculation Manager Objects
11

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
12

Creating Data Forms

  • About Data Forms
  • Accessing the Form Designer
  • Defining the Point of View
  • Defining Columns and Rows
  • Formatting Columns and Rows
  • Using Data Forms in Smart View
13

Creating and Managing Task Lists

  • About Task Lists
  • Creating Task Lists
  • Adding Items to Task Lists
  • Organizing Task List Items
14

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
15

Adjusting Data with Journals

  • Journals Overview
  • Opening Periods for Journal Entry
  • Journal Balance Types
  • Creating Journal Templates and JJournals
  • Enter Data in Journals
  • Managing the Journals Review Process
  • Creating and Running Journal Reports
  • Managing Journals in Smart View
16

Running Consolidations

  • Consolidation Process Overview
  • Managing Ownership Percentages
  • Checking Consolidation Status
  • Consolidating Data
  • Setting Up Organization by Period
17

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
18

Managing and Migrating Applications

  • Viewing Logged On Users
  • Logging Users Off the System
  • Adding Years to Applications
  • Configuring Application Modules and System Settings
  • MIgrating Financial Management Applications
  • Migrating Performance Management Architect Artifacts
  • Migrating User, Groups, and Security Access
  • Creating Application Snap Shots
19

Analyzing Data Using Smart View

  • Smart View Overview
  • Connecting to a Data Source
  • Viewing Data with the Ad Hoc Analysis Tool
  • Suppressing Data
  • Formatting Data
  • Calculating, Translating, and Consolidating
  • Creating Analyses Using Query Builder
20

Analyzing Data Using Smart View

  • Smart View Overview
  • Connecting to a Data Source
  • Viewing Data with the Ad Hoc Analysis Tool
  • Suppressing Data
  • Formatting Data
  • Calculating, Translating, and Consolidating
  • Creating Analyses Using Query Builder

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
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  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

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Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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