THIS IS HYPERION EPM  PLANNING AND ESSBASE 11.1.2 SELF-STUDY TRAINING GUIDE WITH FULL LICENCE KEY.

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EXCEPTIONALLY GOOD TRAINING MATERIAL. TRAINING GUIDE IS EXCELLENT WITH REAL-LIFE BASED STEP-BY-STEP SCENARIOS. PACKED WITH TASKS, ACTIVITIES AND EXERCISES WITH THE LATEST MATERIALS AVAILABLE ON HYPERION PLANNING, FINANCIAL MANAGEMENT, FINANCIAL REPORTING, STRATEGIC FINANCE AND ESSBASE OLAP. ALSO GOOD FOR VERSION EPM 9.x ENVIRONMENTS.

PERFECT SELF-STUDY TRAINING COMPANION FOR FINANCIAL ANALYSTS AND MODELLERS, BI/OLAP DEVELOPERS, SAP BW CONSULTANTS,  PEOPLESOFT, ORACLE EBS, ORACLE FUSION APPLICATIONS 11g, JD EDWARDS, ORACLE UTILITIES APPLICATIONS, ORACLE RETAIL APPLICATIONS AND FINANCIAL PROJECT MANAGERS. ALSO FITS IN WELL FOR THOSE WHO WORK WITH OR WISH TO CROSS/UPSKILL FROM BUSINESS OBJECTS EPM  OR COGNOS EPM TO ORACLE EPM AND ESSBASE OLAP ENVIRONMENT.

 

HYPERION EPM PLANNING AND ESSBASE 11.1.2 ESSENTIALS SELF-STUDY TRAINING GUIDE

How This Course Is Organised

The Oracle Hyperion EPM Planning and Essbase 11.1.2 Essentials course provides step-by-step instructions on how to perform a variety of Performance Management System Planning and EPM System Foundation tasks for activities based on real-life work scenarios. 

 

EPM System 9/11 Foundation Services includes the new EPM Architect, Calculation Manager, Workspace, Smart View, Shared Services, and the Configuration Utility.

 

This course is designed primarily for developers new to Hyperion or for those with prior experience working in earlier versions. This course can be combined with other courses to create a customised curriculum to suit your learning needs.  


The WebLearning hands-on series reduces the time spent investigating what steps are required to perform a task. Because the step-by-step solutions are built for practical real world situations, not only is knowledge gained through valuable hands-on experience, but also the solutions presented may then be used as the foundation for production implementation, dramatically reducing time to deployment.   

   

Certification 

This course will assist in preparation for the Oracle Hyperion Certification exam.

 

Duration           

N/A

 

Audience 

Business Analysts

Functional Implementer

End Users

Technical Consultant

Business Intelligence Developer

EPM Application Developers

EPM Applications Project Team Leads

EPM Applications Project Managers

 

Prerequisites:

Suggested Prerequisites:

Knowledge of client-server application concepts

Familiarity with Microsoft Windows and Excel

 

Course Objectives:

 

Upon completion of this Course, you should be able to:

Understand Performance Management Architecture and Infrastructure

Install and Configure Hyperion EPM Planning System 11.1.x

Install and Configure Hyperion Essbase 11.1.x Server

Understand EPM Foundation Modules including Essbase

Understand EPM System Applications

Understand EPM Architect Modules

Understand and use Shared Services

User Management, including: User provisioning, External authentication definition

Understand Lifecycle Management and for Migrations

Use EPM Workspace

Manage Planning Applications

Explore Essbase Cubes

 

Course Outline

 

The Performance Management Landscape

Introduction to the Performance Management Technology Landscape 

Understanding the Performance Management Market Landscape

 

The Hyperion EPM Planning Value Proposition          

A Brief History of Planning           

A Look into Planning’s Future     

The Benefits of Next-Generation Planning Solutions 

Choosing an Enterprise Planning Solution      

The Hyperion Planning Solution 

Planning Web Client         

 

EPM System and Enterprise Performance Management

EPM System Foundation Services

Shared Services

EPM Workspace

EPM Architect

Calculation Manager

SmartView

Essbase and Essbase Studio 

 

Hyperion Enterprise Performance Management Tools and Applications

Workforce Planning

Performance Scorecard

Hyperion Strategic Finance 

Hyperion Profitability and Cost Management  

Financial Data Quality Management

 

Performance Management Architect

Architect Modules

Dimension Library

Application Library

Calculation Manager

Data Synchronization

Application Upgrade

Library Job Console

 

EPM System Concepts and Architecture

Understanding the Shared Services Registry

Understanding Foundation Services Roles

Understanding EPM System Web Components

Installing and Deploying Shared Services

 

Essbase Overview

Deployment Architecture

Optimised Multi-dimensional Storage

Cache-Architecture

High-Availability Options

Business Model Development

Multi-Dimensional Calculation Engine

Essbase Application Administration

Essbase Studio       

Essbase Administration Services (EAS)

 

Oracle Essbase Analytics Link for Oracle HFM

Oracle Essbase Analytics Link Architecture

Benefits of Essbase Analytics Link

Installing and Deploying Essbase

 

Accessing EPM System Foundation Products

EPM Foundation and Shared Services 

Accessing Shared Services Console from Workspace

Accessing Administration Services Console

 

Planning and EPM Workspace    

EPM Workspace User Interface   

Planning and Essbase      

Accessing EPM Workspace

Navigating Workspace 

Launching Workspace 

Reviewing the Workspace User Interface 

Setting General and Explore Preferences 

Adding Favourites 

Opening Applications 

 

Understanding and Managing Security

Explain Security and Lifecycle Management
Describe EPM security structure (i.e. users/groups, roles, and classes)
User and Group Provisioning 

Creating Groups 

Creating Users and Associating with Groups 

Assigning Roles to Groups 

 

Understanding Lifecycle Management 

Lifecycle Management and Migration

Lifecycle Management interactions with EPM Applications

Use Lifecycle Management Services to move Essbase Database artifacts

Lifecycle Management Migration for Applications

The Lifecycle Configuration Utility

 

Managing Planning Applications

Opening Planning Applications  

Navigating in Planning     

Reviewing Menus  

Selecting Advanced and Basic Modes   

Reviewing the View Pane and Content Area

Opening Data Forms

 

Creating Data Forms and Folders           

Managing Data Forms and Folders        

Setting Up Data Forms      

Setting Data Form Properties       

Setting Row and Column Layout

Selecting Members

Creating Asymmetric Columns and Rows        

Setting Page and POV Properties           

Setting Options on the Other Options Tab         

Identifying Missing Values           

Selecting Business Rules

Reviewing Data Form Definitions           

Creating Composite Data Forms 

Selecting Business Rules on Composite Data Forms

 

Customizing Data Forms

Creating Menus      

Associating Menus

Setting Up Custom Messaging

Creating User Variables    

Applying User Variables    

Specifying Application Settings

Setting Individual Display Options

Setting Printing Options    

Setting User Variable Options

 

Entering Data

Entering Data in Planning

Viewing Form Instructions

Navigating Data Forms      

Copying and Pasting Data

Saving and Refreshing Data        

Viewing Member Formulas          

Entering Dates        

Spreading Data       

Spreading Data by Using the Grid Spread Option        

Spreading Data by Using the Mass Allocate Option    

Adjusting Plan Data

 

Performing Flexible Data Entry    

Adding Cell and Account Annotations   

Attaching URLs and Workspace Documents to Cells 

Adding Planning Unit Annotations         

Adding Supporting Detail  

Hiding and Showing Rows and Columns         

Calculating Data with the Calculate Data Form Script

Calculating Currencies with the Calculate Currencies Script

Entering Data with Smart Lists     

Navigating Data Forms with Menus

 

Creating Business Rules  

Launching Calculation Manager 

Creating Rules        

Validating Rules

Deploying Rules

Launching Business Rules from Planning Data Forms

Launching Business Rules from the Planning Tools Menu

 

Managing Business Rules

Creating Custom-Defined Templates

Setting Up the Copy Data Template

Setting Up the Amount-Unit-Rate Template

Setting Up the Allocate-Level to Level Template

Setting Up the Allocate-Simple Template

Setting Up the Aggregation Template

Creating Business Rulesets

Validating Business Rulesets

Deploying Business Rules and Rulesets

 

Adding Variables and Formulas to Business Rules

Creating Variables

Creating Runtime Prompt Variables

Creating Formulas

Adding Conditional Statements

Creating Member Ranges in Business Rules

Designing Scripts

 

Managing the Approval Process

Checking the Status of Planning Units

Viewing the Details of Planning Units

Changing the Status of Planning Units

Copying Data Between Versions

Clearing Cell Details          

 

Creating Task Lists 

Navigating Task Lists in Basic Mode      

Navigating Task Lists in Advanced Mode          

Creating, Renaming, and Moving Task List Folders    

Building Task Lists 

Adding Tasks to Task Lists

Setting Task Properties      

Reporting on Task Lists

 

Synchronizing Data           

Synchronizing Data           

Creating Mapping Tables  

Creating Data Synchronizations 

Setting Filters          

Inserting Mapping Tables  

Validating and Executing Synchronizations     

Duplicating and Deleting Mappings       

Duplicating and Deleting Synchronizations     

Viewing Data Flows

 

Hyperion Essbase OLAP Server Concepts

Developer Products       

Data Mining      

Dimensions and Members         

Outline Hierarchies        

Dimension and Member Relationships    

Parents, Children, and Siblings  

Descendants and Ancestors      

Roots and Leaves         

Generations and Levels 

Standard Dimensions and Attribute Dimensions

 

Sparse and Dense Dimensions  

Selection of Dense and Sparse Dimensions        

Dense-Sparse Configuration for Sample Basic     

Dense and Sparse Selection Scenario 

 

Data Storage    

Data Values     

Data Blocks and the Index System         

Multiple Data Views 

Essbase Data Storage Options

Block Storage Option Concepts

Aggregate Storage Option Concepts

 

Understanding Applications and Databases         

Database Objects         

Database Outlines        

Data Sources   

Rules Files for Data Load and Dimension Build    

Calculation Scripts        

Spreadsheet Queries     

Member Select Definitions         

Triggers Definitions

 

Accessing Essbase in Workspace

Starting Services

Logging into Workspace

Navigating Applications

Provisioning Essbase Users and Groups

 

Creating Applications and Databases      

Creating a New Application        

Creating a New Database          

Understanding Attributes           

Understanding Attribute Dimensions       

Rules for Attribute Dimension Association           

Understanding the Rules for Attribute Member Association           

Understanding Attribute Types   

Comparing Attribute and Standard Dimensions    

Designing Attribute Dimensions  

Building Attribute Dimensions




NOTE: THIS COURSE IS ALSO AVAILABLE IN SELF-STUDY CBT, E-LEARNING OR DISTANCE LEARNING FORMATS. FEEL FREE TO ASK IF YOU PREFER DISTANCE OR E-LEARNING OR CBT FORMAT. PRICES DIFFER


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