Oracle Hyperion Planning 11.1.1 for Interactive Users (Self-Study Course)

 

Who should attend

  • Business analysts

Prerequisites

  • Basic knowledge of Excel or Lotus 1-2-3
  • Basic knowledge of planning and budgeting
  • Familiarity with concepts of client-server applications
  • Basic knowledge of Microsoft Windows

Course Objectives

  • Discuss Planning capabilities and its relationship with Essbase
  • Discuss Planning 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

Product Description

  • Introduction to Planning
    • Oracle's Enterprise Performance Management System
    • Planning Features
    • Planning and Essbase
    • Dimensions and Data
    • Essbase Terminology
  • Navigating Workspace
    • Launching Workspace
    • Opening Applications
    • Navigating in Planning
  • Planning Dimensions and Data Storage
    • Plan Types
    • Planning Required and User-Defined Dimensions
    • Dense and Sparse Dimensions
    • Factors That Impact Calculations
    • Planning Security
  • Creating Data Forms and Folders
    • Managing Data Forms and Folders
    • Setting Up Data Forms
    • Selecting Members
    • Creating Composite Data Forms
    • Printing Data Form Definition Reports
    • Assigning Access Rights to Data Forms and Folders
  • Customizing Data Forms
    • Working with Menus
    • Setting Up Custom Messaging
    • Managing User Variables
    • Setting Up User Preferences
  • Entering Data in Planning
    • Elements of Data Forms
    • Data Entry Tasks
    • Spreading, Adjusting, and Annotating Data
    • Calculating Data in Data Forms
    • Using Smart Lists to Enter Data
    • Using Menus Within Data Forms
  • Entering Data into Smart View
    • Working With Smart View
    • Navigating Data Forms
    • Creating Ad Hoc Grids
    • Smart Slices
    • Creating Reports with Report Designer
    • Using Report Designer to Create Reports
    • Offline Planning Overview
  • Creating Business Rules
    • Business Rules Overview
    • Calculation Manager Overview
    • Business Rules Creation Process
    • Calculation Manager Security
    • Setting Up Business Rules
    • Validating, Deploying, and Launching Business Rules
  • Managing Business Rules
    • Templates Overview
    • Creating Custom-Defined Templates
    • Creating Business Rules with Templates
    • Creating, Validating, and Deploying Rulesets
  • Adding Variables and Formulas to Business Rules
    • Creating Variables and Runtime Prompt Variables
    • Creating Formulas
    • Adding Conditional Statements
    • Creating Member Ranges
    • Designing Scripts
  • Managing the Approval Process
    • Process Management Overview
    • Planning Units
    • Managing the Review Cycle
    • Copying Data Between Versions
    • Clearing Cell Details
  • Creating Task Lists
    • Navigating Task Lists
    • Task List Creation Process
    • Working with Task List Folders
    • Building Task Lists
    • Assigning Access to Task Lists
    • Using Task Lists
    • Reporting on Task Lists
  • Navigating Reporting Studio
    • Financial Reporting Features
    • Financial Reporting Data Sources
    • Reporting Studio Overview
    • Logging On to Financial Reporting Studio
  • Navigating Reports in Workspace
    • Navigating Workspace
    • Setting Preferences
    • Setting the User Point of View
    • Printing Reports and Snapshots
    • Integrating Reports into Microsoft Office Applications
  • Creating Basic Reports
    • Report Creation Tasks
    • Creating Reports and Grids
    • Selecting Row and Column Members
    • Setting the POV
    • Adding Rows and Columns
  • Formatting Cells and Grids
    • Formatting Cells and Grids
    • Sorting Rows and Columns
    • Aligning Grids
    • Suppressing Data
    • Applying Conditional Formatting in Grids
    • Specifying Page Settings
  • Creating Report Objects
    • Creating Text Boxes
    • Adding Images
    • Saving Report Objects
    • Inserting Saved Report Objects
    • Designing Headers and Footers
  • Inserting Text Functions
    • Inserting Text Functions into Reports
    • Creating Dynamic Values
    • Displaying Row and Column IDs
    • Displaying Text Function Errors
    • Commonly Used Text Functions
  • Setting Up Books
    • Previewing and Printing Books
    • Modifying Book POVs
    • Importing Files into the Repository
    • Creating Books in Workspace
    • Changing the Appearance of Books
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