Hyperion Planning Course Content
Overview:
Hyperion Planning is a budgeting and forecasting application from Oracle formerly owned by Hyperion Solutions Corporation which integrates financial and operational planning processes and improves business predictability. It provides an in-depth Analysis on business operations and its related impact on financials, by tightly coupling financial and operational planning models. Using this you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration.
Training Objectives of Hyperion Planning:
Oracle Hyperion Planning is one of the centralized, Web based planning, budgeting and forecasting Tool that deploy’s Oracle’s Essbase as the data storage and Calculation device that drives integrated, collaborative, event-based planning processes throughout the enterprise for a wide range of financial and operational needs. With this Tool business managers can accumulate planning processes by arranging plans that are developed across the organization along familiar capacities such as cost centers, business entities and charts of accounts.
Target Students / Prerequisites:
Students must have basic knowledge of ESS BASE.
Planning Overview
- Oracle’s Enterprise Performance Management System
- Oracle’s Business Intelligence Suite Enterprise Edition Plus
- Architecture of Planning
- Relationship Between Planning and Essbase
- Navigation of Workspace
Creating Dimensions
- EPM Architect
- Period, Scenario and Version Dimensions
- Entity Dimensions
- Account Dimensions
- Custom Dimensions
Metadata
- Loading Data
- Using Application Views
- Deploying Applications
- Setting Up Exchange Rates
Loading Data and Calculating Database
- Setting Up Data Loads and Calculating
- Loading Data
Security
- Provisioning Users and Groups
- Defining Access Levels
Designing Data Forms
- Creating Forms and Folders
- Customizing
Entering Data
- In Planning
- Using Smart View
- Offline
Business Rules
- Creating Business Rules
- Building Runtime Prompts
- Adding Formulas
- Managing Business Rules
Managing Plan Process
- Approval Process
- Task Lists
Analyzing Planning Data
- Financial Reporting
- Reports in Workspace
15.Working with Financial Controls
- About Financial Controls
- Creating Controls Groups, Sections, and Questions
- Deleting and Restoring Controls Groups, Sections, and Questions
- Assigning Reviewer, Submitter, and Proxy Rights
- Accessing Financial Controls
- Selecting Application Settings for Financial Controls
16.Working with Import Scripts
- About Scripting in FDM
- Working with Scripting Components
- Creating Import Scripts
- Assigning Import Scripts to Import Formats
- Applying Scripting Functions to Import Scripts
- Working with Temporary Variables
- Manually Executing Custom Custom Web Scripts
17.Working with Import Integration Scripts
- About Import Integration Scripts
- Creating Import Integration Scripts
- Assigning Import Integration Scripts to Import Formats
18.Working with Event Scripts
- About Event Scripts
- Creating Event Scripts
- Changing Import Formats Dynamically