Oracle Hyperion Planning

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This Oracle Hyperion Planning 11.1.2: Create & Manage Applications training will teach you how to manage metadata, create an application and add dimensions and members. You'll also learn how to import members, load data, set up security, create data forms, set up task lists and create business rules.

Hyperion Financial Management (Detailed Curriculum)

Module 1: Introduction to Planning

Planning Overview
Planning Architecture Overview
Planning Business Process Overview
Planning Business Scenario

Module 2: Navigating Workspace

Workspace Overview
Launching Workspace
Opening Applications
Navigating in Planning

Module 3: Dimensions Overview

Plan Types
Planning Dimensions
Data Block Creation Process
Aggregation, Storage, and Calculation Options

Module 4: Creating and Managing Dimensions in Performance Management Architect

Navigating Performance Management Architect
Managing Dimensions
Creating Members in Dimension Library
Managing Members
Creating Associations Between Dimensions
Organizing Shared Library
Working with Grid Editor

Module 5: Importing Metadata

Metadata Load Options
Formatting Metadata Load Files
Creating Import Profiles
Staging Metadata with Interface Tables
ERP Integrator Metadata Load Process
Importing Metadata with Lifecycle Management

Module 6: Creating Applications

Methods for Creating Appliations
Application Creation Process
Application Criteria
Creating Appliations with Application Creation Wizard
Adding Dimensions from Shared Library

Module 7: Setting Up Alias, Period, Year, Scenario, Version, and Currency Dimensions

Creating Aliases
Customizing Time Periods
Creating Scenarios
Defining Versions
Adding Currencies

Module 8: Setting Up Entity and Account Dimensions

Entities Overview
Adding and Modifying Entities
Accounts Overview
Account Types
Saved Assumptions
Data Types and Exchange Rates
Creating Account Hierarchies
Consolidation Order

Module 9: Creating User-Defined Elements

User-Defined Dimensions
Adding Attributes
Creating Member Formulas
Adding User-Defined Attributes
Working with Smart Lists

Module 10: Deploying Applications

Deployment Process
Preparing Applications for Deployment
Validating Applications
Deploying Applications to a Planning Server
Redeploying Applications
Setting Planning Properties

Module 11: Provisioning Users and Groups for Planning

Planning Security Overview
User and Group Provisioning Overview
Provisioning Users and Groups
Generating Provisioning Reports

Module 12: Customizing Data Forms

Data Form Customization
Exporting and Importing Data Forms
Creating Menus
Creating Formula Rows and COlumns
Building Validation Rules
Setting Up Custom Messaging
Specifying Advanced Settings
Setting Up User Preferences

Module 13: Creating and Managing Business Rules

Business Rules Overview
Assigning Business Rule Security
Launching Calculation Manager
Setting Up Business Rules
Validating and Deploying Business Rules
Launching Business Rules
Creating, Validating, and Deploying Rulesets
Creating Business Rule Variables and Formulas

Module 14: Managing the Approval Process

Planning Unit Process States
Reviewer Actions
Impact of Entity Hierarchy on the Approval Process
Managing the Review Cycle
Copying Data Between Versions
Copying Relational Data for Dimensional Intersections
Clearing Cell Details

Module 15: Setting Up Classic Applications

Classic Planning Application Set Up Process
Building Dimension Hierarchies
Setting Up Attributes
Creating Alias Tables
Smart List Creation Process
Setting Up UDAs
Loading Metadata and Data into Classic Applications
Exporting and Importing Data Forms

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