The Oracle Hyperion EPM Financial Reporting 11.1.2: for Planning and Essbase course provides step-by-step instructions on how to perform a variety of Financial Reporting tasks using EPM Planning 11.1.2 and or Essbase OLAP  for activities based on real-life work scenarios. 

 

In this course, you learn how to use and create EPM Planning Financial Reports as well as Essbase Ad-Hoc Reporting, understand and manage the Planning budgeting process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units.

 

You also learn about the EPM System 11.1.2 Foundation Services including EPM Architect, Calculation Manager, Workspace, Shared Services, LCM and the Configuration Utility.

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.

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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:

Students should be familiar with:

WebLearning Hyperion EPM Essentials Course

Familiarity with Microsoft Windows and Excel

 

Course Objectives:

 

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

Understand EPM Foundation Modules including Essbase

Understand Essbase Applications and Databases

Understand EPM System Applications

Understand EPM Architect Modules

Understand Oracle BI Enterprise Edition Products and Architecture

Understand and use Shared Services

Understand EPM System and Shared Services Architecture

Understand Lifecycle Management

Use EPM Workspace including building Portal Pages

Manage Planning Applications

Develop Essbase OLAP Applications

Develop Essbase OLAP ASO and BSO Cubes

Work with Smartview           

Course Outline

 

Overview       

Performance Management Market Landscape   

Market Overview      

Market Definition and Description 

Emerging EPM Trends and Players          

Performance Management Technology 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     

 

Introducing EPM System Tools and Applications

Foundation Services           

Reporting and Analysis       

Financial Performance Management Applications          

Data Management   

Smart Space

 

Enterprise Performance Management Applications       

Hyperion Planning    

Performance Scorecard     

Performance Management Architect         

Hyperion Strategic Finance

Hyperion Profitability and Cost Management       

Essbase and Essbase Studio       

Introduction to Smart View  

Financial Data Quality Management         

 

Performance Management Architect         

Architecture  

Performance Management Architect Modules     

 

Hyperion Financial Reporting         

Hyperion Web Analysis       

Hyperion Interactive Reporting       

Hyperion SQR Production Reporting        

 

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          

Property File for Lifecycle Management 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 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  

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 Architecture and Concepts    

Essbase Product Components      

Essbase OLAP Server       

Administration Services      

Deployment Services          

Spreadsheet Products and Hyperion SmartView

Integration Services 

Log In to Essabse Integration Server        

Smart Search           

Application Programming Interface (API) 

Developer Products 

Data Mining  

 

Dimensions and Members 

Outline Hierarchies  

Dimension and Member Relationships     

Standard Dimensions and Attribute Dimensions 

Sparse and Dense Dimensions     

 

Data storage

Data Blocks and the Index System

Multiple Data Views 

 

Understanding Applications and Databases        

Database Objects    

 

Accessing Essabse EAS Console

Log In to EAS           

Explore EAS Console         

 

Creating Applications and Databases      

Creating Essabse Applications and Databases 

Creating BSO Application

Creating ASO Applicatioin

Creating ASO Database

 

Working with Outlines

Exploring the Outlines Editor

Creating Outlines

Adding Members to Dimensions

Adding Measures to Outline

Creating Aliases in Outlines

Adding Consolidation to Measures

 

Working with Smartview      

Architecture

Data Source Manager

Usage Scenarios

Reporting

Smart Slice

Data Integration & Reporting          

 

Navigating SmartView

Accessing the Smart View Toolbar

Connecting to Data Sources

Navigating Data Forms in Smart View

Opening Data Forms

 

Creating Ad-Hoc Analysis Reports

Creating Ad Hoc Grids

Creating Free-Form Grids

Pivoting Dimensions

 

Entering Data in Data Forms

Entering Data in Data Forms

Applying Formulas to Data Forms

Calculating Data

Saving and Refreshing Data in Smart View

Selecting Members in Smart View Data Forms

Selecting Financial Management Linked Forms

Adjusting Data Values

Creating Formulas in Data Forms

Inserting Cell References in Formulas

Submitting Data