Oracle Hyperion Planning helps you create and administer planning applications. Oracle Hyperion Planning is a centralised, excel and web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes and improves business predictability. Learn the main features of Hyperion planning, product architecture of Hyperion Planning, and create planning apps, such as setting up security and related planning tasks.
Oracle's Enterprise Performance Management System Planning Dimensions Creating Applications Using Performance Management Architect Creating Time Periods Entity Members and Plan Types Account Types User-Defined Dimensions Metadata Load Files Overview Application Creation Process Deployment Process Currencies and Exchange Rates Data Loads Planning Security Overview Data Forms and Folders Overview Exporting and Importing Data Forms Submitting Data in Data Forms Smart View Overview Creating Business Rules Business Rules and Calculation Manager Overview Managing Business Rules and Adding Variables and Formulas Templates Overview Managing the Review Cycle for Planning Units Lifecycle Management Overview Classic Application Creation Process
Preview
By the end of this training you will Learn To:
Course Contents
Day 1
Planning Overview and Navigating Workspace
Planning Architecture
Planning and Essbase
Launching Workspace
Workspace User Interface
Workspace Navigate Menu
Opening Applications
Navigating in PlanningCreating Dimensions Overview
Required and User-Defined Dimensions
Dense and Sparse Dimensions
Creating Data Blocks
Selecting Aggregation, Data Storage and Calculation OptionsManaging Dimensions with Performance Management Architect
Adding Dimensions to Shared Library
Working with Shared and Local Dimensions
Creating and Managing Members
Creating Associations Between Dimensions
Working with Grid Editor
Adding Currencies and Aliases
Automating Performance Management Architect TasksSetting Up the Period, Scenario, and Version Dimension
Period and Year Dimensions
Dynamic Time Series Members
Creating Scenarios
Creating VersionsDay 2
Setting Up the Entity Dimension
Currency Value for Entities
Adding and Modifying Entities
Saving Dimensions
Deleting EntitiesSetting up the Account Dimension
Creating Account HierarchiesCreating User-Defined Elements
Creating Attributes
Assigning Attribute Values
Member Formula Overview
Creating Smart ListsLoading Metadata from a File
Formatting Load Files
Loading Metadata Process
Best Practices
Loading Metadata from Interface TablesDay 3
Creating Applications
Plan for Application Setup
Setting Up Application Components
Selecting Dimensions
Configuring Application Settings
Adding Dimensions from Shared Library
Activating Dimension Associations
Adjusting Performance SettingsDeploying Applications
Validating Applications
Comparing Applications
Deploying Applications
Redeploying ApplicationsSetting Up Exchange Rates
Exchange Rates Tables Overview
Creating Exchange Rate Tables
Exchange Rates and the HSP_Rates Dimension
Generating Currency Conversion Calculation ScriptsDay 4
Loading Data and Calculating Data
Data Calculations
Loading Data Using Administration Services
Creating Data Load Rules
Staging Data with Interface Tables
Loading Data Using ETL ToolsProvisioning Users and Groups and Setting up Access Rights
User and Group Provisioning Overview
Provisioning Users and Groups
User Roles
Generating Provisioning Reports
Assigning Access Rights
Importing Access Rights
Creating Security FiltersCreating Data Forms and Folders
Data Forms and Folders Overview
Setting Up Data Forms
Creating Composite Data Forms
Printing Data Form Definition Reports
Assigning Access Rights to Data Forms
Assigning Data Form Folder SecurityDay 5
Customizing Data Forms
Menus
Setting up Custom Messaging
Specifying Advanced Settings
Managing User Variables
Setting Up User PreferencesEntering Data
Launching Dimension Editor from Data Forms
Spreading Data
Adjusting and Annotating Data
Calculating Data in Data Forms
Entering Data with Smart Lists
Navigating Data Forms with MenusEntering Data Using Smart View
Working with Smart View
Working with Ad Hoc Analysis
Working Offline
Business Rules Creation Process
Assigning Calculation Manager Security
Determining Calculation Requirements
Launching Calculation Manager
Setting Up Business Rules
Validating and Deploying Rules
Assigning Launch Access and Launching Business RulesDay 6
Creating Custom-Defined Templates
Creating Business Rules with Templates
Creating Rulesets
Validating and Deploying Business Rulesets
Creating Variables
Setting Up Runtime Prompt Variables
Creating Formula ComponentsManaging the Approval Process and Creating Task Lists
Copying Data Between Versions
Clearing Cell Details
Copying Data
Navigating Task Lists
Building Task Lists
Assigning Access to Task Lists
Validating Task Lists and Reporting on Task ListsManaging Application Lifecycles
Artifacts
Viewing and Searching for Artifacts
Viewing LCM ReportsBuilding and Setting Up Classic Applications
Configuring Data Sources in Classic Application Wizard
Working with Classic Application Wizard
Building Member Hierarchies
Modifying Member Properties
Creating Alias Tables and Smart Lists, and Setting Up Member Formulas and UDAs
Loading Metadata, and Data into Classic Applications and Importing Data Forms
Creating Business Rules for Classic Applications
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