Oracle Hyperion Financial Management(HFM) is an application used to build financial consolidation and reporting with advanced Web technology. It provides financial managers the ability to rapidly consolidate and report financial results, meet global regulatory requirements and reduce the cost of compliance. The application helps deliver timely results - internally and externally - reducing compliance costs, and deliver a single version of the truth to improve internal and external transparency. It also maintains a regulatory filing to record general ledger audit trail. It also protects confidentiality in financial results and ensures errorless conduct of in-depth analysis of key performance and operational metrics. Oracle Hyperion Financial Management (Financial Management) software is a comprehensive, Web-based Enterprise Performance Management application.
Preview
Oracle Hyperion Financial Management training is designed to teach you to create rules for advanced business calculations, This is based on creating these rules and calculations within the Calculation Manager. We will demonstrate how you can design, maintain, and execute
complex rules by using Calculation Manager.
- Create formulas, rules, rule sets and rules templates with Calculation Manager.
- Reduce database size and calculation time by properly using the custom and value dimensions in rules.
- Calculate percentages and ratios for dynamic accounts.
- Create loops by using member lists and data ranges.
- Create rules with proper data-handling techniques.
- Create allocation, currency translation, consolidation and elimination rules.
Course Contents
Day 1
Introduction to Financial Manager
Oracle EPM System
Related Oracle Hyperion Products
About Financial Management
Financial Management Product Features
Financial Consolidation, Reporting and Analysis
Product Architecture
Navigating Financial Management
Describe Financial Management Components
Navigating Workspace
Month end business process
Financial Management Metadata
Describe dimensions and hierarchies
Log into workspace
PoV Selection
Management Documents
Managing Dimensions
Describe dimension library
Describe Dimension Management
Create Dimensions
Create Associations
Set up languages
Organize in Shared Library
Managing Dimension Members
Create Members
Explain Property Value Inheritance
Create Alternate Hierarchies
Manage Members
Manage Members with Grid Editors
Loading Metadata
Format Metadata Files
Set up Dimensions
Manage Multiple Languages
Create and Run Import Profiles
View Job Status
Create Interface Tables
Day 2
Creating Applications
Explain Local and Shared Dimensions
Create Applications
Add dimensions from Shared Library
Managed shared dimensions
Configuring Application Settings
Configure Exchange rate and translation settings
Configure consolidation settings
Configure phased submission settings
Configure validation account settings
Configure security settings
Configure document attachment settings
Configure FDM application settings
Configure Accounts and Custom Dimensions
Setup accounts
Setup custom dimensions
Audit data
Setting up Entities, Calendars and Scenarios
Setup Entities
Setup Calendars
Setup Scenarios
Deploying Applications
Validate Applications
Compare Applications
Deploy Applications
Duplicate Applications
View Job Status
Migrate Applications using Lifecycle Management
Loading and Extracting data
Discuss methods of loading data in Financial Management
Describe a format of data load file
Identify guidelines for managing performance
Load data from a file
Extract data
Extract data with extended analytics
Copy data within a database from one location to another
Remove data from a database
Day 3
Entering data by using data grids
Access Data grids
Create Data grids
Enter, save, spread and calculate data in data grids
Enter cell text and line item details
Retrieve data from Financial Data Quality Management
Creating, Loading and Extracting Member Lists
Define System-defined and User –defined member lists
Create Static and Dynamic member lists
Load and Extract Member lists
Managing Rules with Calculation Manager
Describe Financial Management Rules and Calculation Manager
Create Rules
Create rules sets
Validate Rules
Deploy Rules
Import and Export Calculation Manager Objects
Import script-based rules files
Provisioning User and Groups
Describe the four levels of security in Financial Management
Assign User Roles
Assigning Access to Data and Documents
Describe Application Settings for security
Assign access to Security classes
Configure Security auditing
Load and Extract Security files
Migrate Security
Creating Data Forms
Describe Data Forms
Create Data forms with form builder
Define points of view and columns and rows
Set column and row options
Export to and Import from spreadsheets
Creating and Managing Task Lists
Describe Task Lists
Create Task Lists
Add items to task lists
Organize and manage Task lists
Day 4
Entering Intercompany Data
Describe how ICP is eliminated in HFM
Setup accounts and entities for ICP
Create and run ICP matching reports
Format ICP reports with Oracle BI Publisher
Add Data with Journals
Describe purpose of Journals
Open Periods for Journal entry
Create Journal Templates and Journals
Submit, Review and Post Journals
View Adjusted Data
Create and Format Journal Reports
Translating Data
Describe the translation process
Enter exchange rates
Check Translation Status
Translate financial data in data grids
Running Consolidations
Describe the consolidation process
Check the calculation status
Understand Consolidation of children by percentage
Assign Ownership by period
Consolidate data
Managing the Review Cycle Using Process Management
Describe Process Management and Phased Submission
Describe process for setting up phased submissions
View Process unit status
Validate process units
Move process units through the review cycle
View and manage process units in data grids
Lock process units
Sharing Data using Data Synchronization
Describe data synchronization
Create Mapping tables
Create Data Synchronizations
Validate Data Synchronizations
Execute Data Synchronizations
View Data Flows
Analyzing Data with Smartview
Navigate Smartview
Connect to data sources
View and analyze data with the ad hoc analysis tool
Add Smart slices and cascading reports
Submit Data
Work with data forms in Smartview
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Comments
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