Hyperion Financial Management

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This Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications training teaches you how to manage applications using Financial Management. You'll learn how to create an application, enter data and adjust and view data using data grids and data forms.

Expert instructors will also teach you how to enter and process journals and inter-company data. Deploy rules, calculate and consolidate data, manage the review and approval process of financial data and apply system security to Financial Management data.

Hyperion Financial Management (Detailed Curriculum)

Module 1: Introduction to Financial Management

About Oracle's Enterprise Performance Management Suite
Financial Management Solution
Financial Consolidation, Reporting, Analysis and Product Components
Financial Management Architecture

Module 2: Navigating in Financial Management

Logging On to Workspace
Financial Management Applications Overview
Opening Applications
Navigating Financial Management
Managing Documents

Module 3: 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

Module 4: 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

Module 5: 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
Lifecycle Management Overview

Module 6: 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

Module 7: Setting Up Entities, Calendars, and Scenarios

Setting Up Entities
Setting Up Calendars
Setting Up Scenarios

Module 8: Loading Data

Formatting Data Load Files
Loading Data Files
Extracting Data
Exporting Data with Extended Analytics
Copying and Removing Data

Module 9: Entering Data Using Data Grids

Accessing Data Grids
Changing the Grid Layout and Display
Selecting Members
Saving Grid Settings
Entering Data and Filling Multiple Cells
Spreading and Calculating Data
Adding Cell Text and Line-Item Detail

Module 10: 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

Module 11: Managing Rules With Calculation Manager

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

Module 12: Creating Data Forms

About Data Forms
Accessing the Form Builder
Defining the Point of View
Defining Columns and Rows
Formatting Columns and Rows
Exporting Data to Spreadsheets

Module 13: 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

Module 14: Sharing Data Using Data Synchronization

Data Synchronization Overview
Creating Mapping Tables
Creating Data Synchronizations
Filtering and Mapping Dimensions
Viewing Data Flows
Scheduling and Running Data Synchronizations

Module 15: Analyzing Data Using Smart View

Smart View Overview
Connecting to a Data Source
Viewing Data with the Ad Hoc Analysis Tool
Displaying Cell Text and Calculation Status
Creating Free-Form Worksheets
Entering Data by Using Data Forms

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