Hyperion Course Content

Overview of Hyperion Planning

· Describe the main features of Hyperion Planning

· Describe the product architecture of Hyperion Planning

· Access Planning through Workspace

Creating a Planning Application

· Set up data source

· Describe and use the Calendar

· Described and use Plan Types

Modeling in Planning

· Describe dimensions

· Describe members and member properties

· Create scenario dimensions

· Create version dimensions

· Set up entity dimensions

· Set up account dimensions

· Describe dense and sparse dimensions

· Set up currencies and exchange rates

· Set up user defined dimensions and attribute dimensions.

· Data Loading

· Describe different dimension build alternatives

· Describe different data load alternatives

· Share Planning data within an application and outside an application

EPMA

· Describe EPM Architect

· Create dimension members in EPMA

Forms Designer

· Create and edit data forms and folders

· Manage user variables

· Create Custom Menus

· Create Smart Lists

Planning End User Functions

· Perform Planning End User features over the web

· Use End User features in Smart View

· Use work flow process management to copy data between application versions

Calculations, Business Rules, & Calculation Manager

· Describe Business Rules and capabilities

· Create and manage business rules

· Describe and use member formulas and calc scripts

· Use Calculation Manager

Planning Security and Administration

· Describe security in Planning

· Describe user provisioning in Shared Services

· Provision users and groups for Planning

· Generate provisioning reports

· Assign access rights in Dimension Editor

· Import access rights

· Create security filters

· Perform general application administration tasks

Other

· Describe financial reporting basics

· Described and use Workforce Planning

· Describe and use Capital Expense Planning

Oracle Hyperion Essbase training in Chennai

Overview of Oracle Essbase

· Describe multidimensional analysis

· Describe Oracle Essbase

Smart View

· Describe Smart View

· Retrieve Data using Smart View

Essbase Application Creation Fundamentals

· Perform manual outline creation

· Build dimensions from sources

· Perform initial data loads

· Use calculations and aggregations
· Assign security

Aggregate Storage Databases

· Describe when to deploy aggregate storage, block storage, or a combined solution
· Convert block storage to aggregate storage
· Create, load, and pre-aggregate aggregate storage databases
· Employ database partitioning in combined block/aggregate storage solutions
· Write member formulas using MDX
· Perform management tasks for aggregate storage databases
· Partition block and aggregate storage databases
· Describe and implement aggregate storage design best practices
· Describe multiple hierarchies and the use of Shared Members

Block Storage Databases

· Describe block storage calculations
· Describe the default database calculation order
· Describe data blocks
Describe how data blocks are indexed

· Interpret database statistics

· Describe when data blocks are created

· Describe the block storage database calculation process

· Tune and optimaize block storage databases

· Describe and implement block storage design best practices

· Describe BSO load techniques

Working with Caluculation Scripts

· Identify correct and incorrect calculation script syntax
Describe calculation script behavior for various ASO data structures

· Describe calculation script behavior for various BSO data structures
· Design calculation scripts to meet specified requirements

Essbase Administration

· Describe the file Essbase.cfg and its settings.
· Describe the file Essbase.sec and its settings.
· Identify and interpret Essbase log files
· Manage Essbase security via Administration Services
· Manage Essbase security via Shared Services
· Back up and recover Block Storage Databases
· Automate database processes with MaxL
· Describe and use substitution variables and location aliases

Essbase Studio

· Describe functionality of Essbase studio
· Add and delete joins between tables
· Create drill through reports



Oracle Hyperion Financial Management training in Chennai

Overview of Hyperion Financial Management

· Explain financial reporting concepts
· Describe HFM structure and design concepts a high level

Creating Applications -- Profile and Metadata -- Classic

· Create an application profile and application
· Create the application profile
· Manage, Load and Extract metadata
· Build a Chart of Accounts
· Describe and specify values for commonly used properties
· Describe and specify values for commonly used application settings
· Describe and implement dimensionality

EPM Architect

· Explain advantages and disadvantages of using EPMA versus "classic" HFM
· Describe EPMA components
· Define and maintain dimensions using EPMA
· Create and maintain application using EPMA
· Deploy applications
· Use data synchronization to move data between EPMA-based applications Data Loading and Analysis
· Load data into an application with native format files
· Load data into an application using alterna tive approaches
· Copy and clear data from HFM application

HFM Rules & Calculation Manager

· Create and maintain calculations in HFM
· Define and invoke subroutines
· Define and use variables
· Define and invoke functions

Creating and Building Lists

· Create member lists.
· Use member lists.
· Load and Extract member lists.

Shared Services

· Explain Security and Lifecycle Management
· Describe security structure (i.e. users/groups, roles, and classes) in HFM
· Provision users and groups
· Create and assign classes
· Manage users, groups and classes in a classic HFM application via extract/load
· Use Lifecycle Management Services to move artifacts from one application to another

HFM Administration

· Copy classic HFM applications
· Perform application management tasks using the HFM Administration menu
· Implement process control
· Perform HFM tuning and optimization

Other

· Use task lists
· Use data grids
· Use data entry forms
· Use Journals.

HFM End User Advance Functions

· Implement intercompany reporting in HFM

Financial Reporting Studio

· Explain and use the basic features of Financial Reporting Studio
· Explain and use relationship functions in report creation
· Use end user report functionality and features

Supporting Tools of FM

· Financial Data Quality Management
· Other - Extended Analytics



Planning Overview

· Describe the main features of Hyperion System 9 Planning
· Describe the product architecture of Hyperion System 9 Planning
· Describe the relationship between Hyperion System 9 Planning and Hyperion System 9 BI+ Analytic Services

Navigating Workspace

· Describe the user interface components
· Access Planning through Workspace
· Navigate the Planning Web client

Creating Dimensions Overview

· Identify required dimensions
· Identify user-defined dimensions
· Describe dense and sparse dimensions
· Describe data block creation
· Set up aggregation, data storage, and calculation options

Managing Dimensions with BPM Architect

· Describe BPM Architect
· Navigate BPM Architect
· Manage Dimensions
· Create Dimension Members
· Edit Member Properties
· [Data Types (Dates, Text)]
· Create Property Associations
· Add and modify currencies

Setting Up the Period, Scenario, and Version Dimensions

· Describe Planning time periods
· Customize time periods
· Create scenarios
· Create versions

Setting Up the Entity Dimension

· Add entity members to the Entity dimension
· Modify entity members in the Entity dimension
· Delete entity members in the Entity dimension

Setting Up the Account Dimension

· Describe account types and consolidation order
· Create account hierarchies

Creating User-Defined Elements

· Create Alias Tables
· Create user-defined dimensions
· Create attributes and assign attribute values
· Describe member formulas
· Add member formulas in Analytic Administration Services
· Create Smart Lists

Loading Metadata from a File

· Format metadata load files
· Map dimensions and dimension properties
· Create Profiles
· Load and extract Metadata

Creating Application Views

· Create Application Views
· Add dimensions to Application Views
· Configure application properties
· Remove members

Deploying Applications

· Validate application views
· Compare application views
· Deploy applications
· Activate and register Planning using the Configuration Utility
· Review Planning application in Analytic Administration Services (???)
· Test Application Deployments
· Redeploy Applications

Setting Up Exchange Rates

· Create exchange rate tables
· Enter exchange rate values
· Generate currency conversion calculation scripts

Loading and Calculating Data Overview

· Describe the requirements for data load files
· Describe data load rules
· Describe how data is calculated within dimensions

Loading Data

· Load data using the staging area
· Create load rules for data files for Analytic Services
· Load data using Analytic Administration Services
· Modify performance settings

Provisioning Users and Groups

· Describe security in Planning
· Describe user provisioning in Shared Services
· Provision users and groups for Planning
· Generate provisioning reports

Setting Up Access Rights to Planning Applications

· Assign access rights in Dimension Editor
· Import access rights
· Create security filters

Creating Data Forms and Folders

· Create data forms and folders
· Print data form definition reports
· Assign access rights to data forms
· Associate Custom Menus to Data Forms
· Export and import data forms

Customizing Data Forms

· Create Custom Menus
· Specify application default settings
· Manage user variables
· Set up user preferences

Entering Data

· Enter and submit data in data forms
· Adjust and annotate plan data
· Calculate data in data forms
· Enter data by using Smart Lists
· Navigate data forms by using Custom Menus

Entering Data in Smart View

· Describe Smart View
· Enter, adjust, calculate, and analyze data with Smart View
· Modify planning data offline

Creating Business Rules

· Describe Business Rules and capabilities
· Navigate Administration Console to design business rules
· Create business rules
· Launch business rules from Planning
· Print business rules

Building Run-Time Prompts for Business Rules

· Describe Runtime Prompts
· Create Runtime Prompts

Adding Formulas to Business Rules

· Identify the four formulas included with Business Rules
· Build formulas for business rules
· Manage Business Rules

Planning Process Management

· Explain the planning process
· Describe planning units
· Manage the review cycle for planning units
· Copy data between versions
· Copy data
· Delete textual information

Creating Task Lists

· Define task list capabilities
· Navigate task lists in Basic and Advanced modes
· Create task lists
· Assign Access to task lists
· Validate task lists

Financial Reporting Overview

· Describe Financial Reporting
· Describe Data Sources
· Navigate Financial Reporting Studio
· Log on to Financial Reporting Studio
· Identify portions of the Financial Reporting Studio workspace
· Open, Preview, and print reports
· Identify report components
· Change the user POV

Navigating Reports in Workspace

· Identify interface elements in Workspace
· Set preferences
· Set the user POV
· Limit user POV user selections
· Integrate reports into Microsoft Office applications

Financial Reporting Overview

· Describe the components and general architecture of System 9
· Describe Financial Reporting functionality and architecture
· Identify data source dimensions and members
· Start the Analytic Services server

Navigating Reports in Workspace

· Identify interface elements in Workspace
· Set preferences
· Preview and print reports
· Set the user Point of View (POV)
· Limit the user POV member selections
· Integrate reports into Microsoft Office applications

Navigating Reports in Financial Reporting Studio

· Log on to Financial Reporting Studio
· Identify portions of the Financial Reporting Studio workspace
· Open, preview, and print reports
· Identify report components
· Change the user POV

Creating Basic Reports

· Create reports and grids
· Select members for rows and columns
· Set the POV
· Modify reports by adding rows and columns
· Save reports

Applying Advanced Member Selections

· Select members by using lists
· Select members by using functions
· Select multiple members by using expressions
· Select members for the page axis
· Set data query optimization options

Customizing Grids

· Select multiple database connections in a grid
· Attach documents to reports
· Display Planning supporting detail
· Create reports with expansions
· Create reports with related content

Formatting Cells and Grids

· Format cells within a grid
· Format grids
· Sort a range of rows or columns
· Suppress data in a grid
· Apply conditional formatting in a grid
· Specify the page setup

Creating Report Objects

· Create text boxes in a report
· Add images to a re port
· Save and link objects
· Insert saved objects into a report
· Add headers and footers to a report
· Create row and column templates

Creating Charts

· Create bar, line, pie, and combo charts
· Format charts

Adding Text Functions

· Describe the purpose of text functions
· Add text functions to reports
· Describe common text functions

Adding Auto Calculations and Mathematical Functions

· Describe the purpose of auto calculations and mathematical functions
· Add auto calculations to data rows and columns
· Apply mathematical functions and properties to perform calculations
· Describe common mathematical functions

Creating Books

· Preview books in PDF and HTML modes
· Change the book POV
· Create books containing multiple reports
· Set member selections for reports in a book

Creating Batches

· Create and schedule batches to automatically generate reports
· Schedule batch bursting options
· Retrieve exported batch output from the Scheduler Server

Managing Items in the Repository

· Create e-mail links
· Create folders
· Rename, move, and delete items in the repository
· Import and export items
· Manage database connections
· Set permissions for repository items