How This Course Is Organised

The Hyperion Planning 11.1.2 for Interactive Users course provides step-by-step instructions on how to perform a variety of EPM Planning development tasks for activities based on real-life work scenarios. This course is designed to teach you how to use Planning. It includes an overview of Planning features, capabilities, and its relationship with Essbase. You create data forms and task lists, enter and adjust data, set up calculations with Calculation Manager, and move a plan through the budget review-and-approval process. In addition to working with Planning data forms in Smart View, you can launch the current data form in Smart View from a Planning menu item, setting up an automatic connection to the Planning provider. You learn how to create management-quality reports with Financial Reporting. Exercises provide hands-on practice.

This course delivers Hyperion Planning Application Development and modelling. It also provides and overview of the Essbase Architecture and how they relate to the design and implementation of FM Applications in a Hyperion Essbase environment. In addition, this course is designed to give learners the comprehensive skills needed to design, build and maintain Hyperion Planning and Essbase Applications.

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 Hyperion 1Z0-533 Certification exam to earn your Hyperion Planning 1.1.1 Certified Implementation Specialist credentials.


Audience
End Users
Sales Consultants
Functional Implementer


Required Prerequisites:
Planning and budgeting concept
MS Windows knowledge
MS Excel knowledge
Client-server concept


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

Understand Business Intelligence and OLAP Concepts
Understand Hyperion Planning and Essbase Concepts
Understand the Analysis, Design of Hyperion Planning Applications
Understand Hyperion Planning and Essbase Application Development Process
Understand Hyperion Planning Enterprise Application Creation
Understand Essbase OLAP Application Development Techniques
Understand Planning capabilities and Planning’s relationship with Essbase,
Understand Multi-Dimensional features of Planning and dimension requirements
Navigate Workspace to access Planning and Financial Reporting
Create and test data forms
Enter and adjust data in Planning and Smart View
Set up and test business rules
Move plans through a budget review cycle
Set up and implement task lists
Create reports to analyze planning results


Course Topics

Introduction and Key BI and OLAP Concepts
What is Business Intelligence - BI?
Evolution of the BI Tools Market
Limitations of the Spreadsheet and the birth of OLAP
Understanding the 12 Rules of OLAP

The Query and Analysis Continuum
OLAP and Business Intelligence Techniques
Planning and Essbase Concepts

Performance Management Landscape
Enterprise Performance Management Technology Landscape
Enterprise Performance Management Market Landscape
Market Overview
Market Definition/Description
Budgets, Plans and Forecasts - BP&F
Profitability Modelling and Optimization
Strategy Management
Financial Consolidation
Financial, Statutory and Management Reporting
Emerging EPM Trends and Players

Enterprise Performance Management Applications
Hyperion Planning
Smart View
Planning Web Client
EPM Workspace
Essbase

Performance Scorecard
Key Concepts
Business Objects
Applications
Domains

Performance Management Architect
Architecture
Performance Management Architect Modules
Dimension Library
Application Library
Calculation Manager
Application Upgrade
Library Job Console

Financial Reporting
Using Financial Reporting
Features of Financial Reporting
Business Rules

Web Analysis
Using Web Analysis
Features of Web Analysis

Hyperion® Interactive Reporting
Interactive Reporting Features
Using Interactive Reporting

Hyperion SQR Production Reporting
Using SQR Production Reporting
Features of SQR Production Reporting

Essbase Studio
Essbase Studio Data Sources

Oracle Hyperion Profitability and Cost Management
Understanding the Product Architecture

Oracle Hyperion Strategic Finance
Strategic Finance Client-Server Architecture
Summary

Planning Overview
Oracle’s Enterprise Performance Management System
Planning Features
User Roles
Planning Interface
Planning Applications
Planning and Essbase

Navigating Workspace
Workspace Overview
Launching Workspace
Opening Planning Applications
Navigating in Planning

Planning Dimensions, Data, and Security
Plan Types
Planning Dimensions
Aggregation, Storage, and Calculation Options
Planning Security Overview

Creating Data Forms and Folders
Data Forms and Folders Overview
Creating Simple Data Forms
Creating Composite Data Forms
Data Form Access

Customizing Data Forms
Creating Menus
Creating Formula Rows and Columns
Building Validation Rules
Processing Cells for Data Validation
Setting Up Custom Messaging
Setting Up User Preferences

Entering Data in Planning
Working with Data Forms
Data Entry Tasks
Entering Data Using Smart Lists
Filtering Data
Sorting Data
Spreading Data
Spreading Data by Using Mass Allocate
Calculating Data in Data Forms

Adjusting and Annotating Data
Adjusting Plan Data
Adding Annotations to Plan Data
Performing Ad Hoc Actions in Data Forms

Navigating Smart View
Smart View Overview
Setting Smart View Options
Connecting to Data Sources
Managing Task Lists in Excel and Outlook
Working with Data Forms in Smart View

Performing Tasks in Smart View
Spreading Data by Using Grid Spread
Spreading Data by Using Mass Allocate
Data Calculation in Smart View
Entering Supporting Detail in Smart View
Managing Planning Processes in Smart View
Copying Versions in Smart View
Monitoring Job Statuses in Smart View
Managing Planning Data Offline in Smart View

Creating Business Rules in Calculation Manager
Business Rules Overview
Assigning Calculation Manager Security
Determining Calculation Requirements
Launching Calculation Manager
Setting Up Business Rules
Rule Components
Working in Script Mode
Validating Business Rules

Working with Business Rule Templates
Templates Overview
Creating Custom Templates
Implementing System Templates in Business Rules

Customizing Business Rules
Creating Variables
Creating Formula Components

Setting Up the Approval Process
Approval Process Overview
Planning Unit Hierarchies
Scenario and Version Combinations
Building Approval Process Validation Rules
Attribute-Based Validation Rules

Managing the Approval Process
Planning Unit Process States
Reviewer Actions
Impact of Entity Hierarchy on the Review Process
Managing the Review Cycle
Copying Data Between Versions
Clearing Cell Details

Creating Task Lists
Task Lists Overview
Navigating Task Lists in Basic Mode
Navigating Task Lists in Advanced Mode
Creating Task Lists
Printing Task List Reports

Financial Reporting
Financial Reporting Functionality and Architecture
Financial Reporting Data Sources
Setting Preferences
Previewing Reports
Printing Reports and Snapshots
Working with Reporting Studio
Opening Reports
Previewing and Printing Reports

Creating Basic Reports
Report Creation Overview
Creating Reports
Creating Grids
Selecting Members for Rows and Columns
Setting the Point of View
Adding Rows or Columns
Saving Reports

Supporting Details and Grids
Selecting Multiple Database Connections in Reports
Setting Up Details in Reports
Creating Related Content in Reports and Books

Formatting Cells and Grids
Formatting Cells
Formatting Grids
Suppressing Data in Grids
Applying Conditional Formatting in Grids
Changing Page Settings

Creating Report Objects
Report Objects Overview
Creating Text Boxes
Adding Images
Saving Report Objects
Inserting Saved Report Objects
Linked Object Properties
Designing Headers and Footers
Designing Row and Column Templates

Adding Text Functions
Text Functions Overview
Inserting Text Functions in Text Boxes
Inserting Text Functions in Heading and Text Cells
Customizing Page Headings
Creating Dynamic Values with the Current Keyword
Displaying the Row and Column Ids
Displaying Text Function Errors
Common Text Function

Creating Books
Books Overview
Previewing and Printing Books
Previewing Static HTML Output
Changing the Book POV
Creating Books in Workspace
Changing the Appearance of Books

     

    

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