How This Course Is Organised

The Hyperion Planning 11.1.x Create and Manage Applications course provides step-by-step instructions on how to perform a variety of EPM Planning 11.1.x tasks for activities based on real-life work scenarios. 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.

In this course, you learn how to create an application, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, and set up business rules. In addition, you learn how to design and manage the budgeting process.

 Audience:

Business Analysts

Functional Implementer

End Users

Technical Consultant

Business Intelligence Developer

Application Developers

Prerequisites:

Suggested Prerequisites:

WebLearning Hyperion EPM Planning Reporting

WebLearning Hyperion EPM Applications Essentials

Course Objectives:

Planning is a Web-based budgeting and planning solution that enables collaborative, event-based, operational planning processes throughout the organisation for a wide range of financial and operational needs

 

Upon completion of this course, you should be able to

• Create Planning applications

• Navigate Workspace in Planning

• Create data forms and folders

• Customize data forms

• Enter data in Planning

• Enter data in Smart View

• Create business rules

• Manage business rules

• Add variables and formulas to business rules

• Manage the approval process

• Create task lists

Course Outline

 

Introduction and Key BI and OLAP Concepts   

Performance Management Technology Landscape         

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 

Smart View     

Planning Web Client     

Architecture

 

Performance Management Architect     

Performance Management Architect Modules   

Dimension Library        

Application Library       

Calculation Manager     

Data Synchronization    

Create data mappings for reuse 

Application Upgrade     

Library Job Console

 

EPM Planning and Hyperion Essbase Concepts
Planning and Essbase
Naming Restrictions for Applications
Dimensions Overview
Methods for Creating Applications
Plan Types
Planning Dimensions

EPM System and Shared Services Concepts and Architecture
EPM Foundation and Shared Services Terms and Concepts
Products and Components of Shared Services
EPM System Roles

Understanding Shared Services Console
Architecture of the Shared Services Security System
EPM System Products and Shared Services Auditing

Essbase Server Overview
Essbase Business Model Development
Essbase Studio
Lineage Tracking
Essbase Studio Data Sources
Essbase Administration Services (EAS)
Oracle Essbase Analytics Link for Oracle HFM
Oracle BI Server and Essbase Integration
Oracle BI Administration Tool and Essbase

 

Accessing EPM System Products           
Accessing Shared Services Console     
Log Out of Shared Services Console     
Accessing Shared Services Console from Workspace           
Searching for Users, Groups and Roles

Understanding Lifecycle Management
About Artifacts
Lifecycle Management Artifact Migration Process
Exporting an Essbase Database to the File System
Lifecycle Management Migration for Applications       
Lifecycle Management Configuration Utility
Running the Utility 
Lifecycle Management (LCM) Interaction with EPM System Products

 

Planning and EPM Workspace
Navigating Workspace       
Launching Workspace
Reviewing the Workspace User Interface          
Setting General and Explore Preferences
Adding Favorites     

 

Creating Workspace Portal Pages
Adding Repository Content to Portal       

 

Creating Planning Applications
Creating a Data Sources
Creating Application
Initialising Application
Opening Planning Applications

 

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

 

Entering Data in Smart View    

Connecting to Data Sources      

Selecting Data Forms   

Navigating Data Forms in Smart View   

Entering Data in Data Forms     

Applying Formulas to Data Forms         

Calculating Data           

Saving and Refreshing Data in Smart View        

 

Creating Ad Hoc Grids 

Pivoting Dimensions     

Zooming In and Out on Members          

Keeping and Removing Members          

Selecting POV Members          

Accessing Smart Slices 

Creating Reports with Report Designer  

Creating Offline Connections    

Connecting to Offline Data Sources       

Entering, Analyzing, and Adjusting Offline Data 

Synchronizing Offline Data to Planning

 

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

     

    

NOTE: THIS COURSE IS ALSO AVAILABLE IN SELF-STUDY CBT OR ON-LINE TRAINING FORMAT. FEEL FREE TO ASK IF YOU PREFER ON-LINE TRAINING OR CBT FORMAT. PRICES DIFFER.

 

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