Hyperion Financial Management Training in Coimbatore

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
• se 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

HFM End User Basics

• 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