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