Oracle Hyperion Planning 11.1.2 for Interactive Users (11.1.2.3) (D68033) – Outline

Detailed Course Outline

Introduction to Planning
  • Oracle Hyperion Planning
  • Planning Architecture
  • Planning Business Process
  • Planning Business Scenario
Navigating EPM Workspace
  • EPM Workspace: Overview
  • Launching EPM Workspace
  • EPM Workspace User Interface
  • Setting General Preferences
  • EPM Workspace Navigate Menu
  • Opening Applications
  • Navigating in Planning
Introduction to Applications and Dimensions
  • Planning Application Overview
  • Application Framework
  • Planning Dimensions
  • Required Dimensions
  • Dimension Hierarchies
  • Aggregation, Storage, and Calculation Options
  • Planning Security Overview
Creating Forms
  • Forms Overview
  • Creating Simple Forms
  • Creating Composite Forms
  • Folder and Form Access
Enhancing Forms
  • Rolling Forecasts
  • Creating Menus
  • Creating Formulas Rows and Columns
  • Building Validation Rules
  • Setting Up User Preferences
Entering Data in Planning
  • Navigating Forms
  • Submitting Data in Forms
  • Filtering Data
  • Sorting Data
  • Spreading Data
  • Adjusting Plan Data
Annotating and Analyzing Data
  • Adding Annotations to Plan Data
  • Clearing Cell Details
  • Analyzing Data with Ad Hoc Grids
Calculating with Business Rules
  • Business Rules Overview
  • Adding Business Rules to Menus
  • Adding Menus with Business Rules to Forms
  • Adding Business Rules to Forms
  • Launching Business Rules from Planning Forms
  • Launching Business Rules from the Planning Tools Menu
Managing the Approval Process
  • Approvals Overview
  • Updating the Promotional Path with Validation Rules
  • Approvals Dashboard
  • Planning Unit Approval States and Reviewer Actions
  • Impact of Entity Hierarchy on the Review Process
  • Managing the Review Cycle
  • Viewing and Resolving Validation Errors
  • Copying Data Between Versions
Managing Task Lists
  • Task Lists Overview
  • Task List Creation Process
  • Editing Task Lists
  • Working with Task Lists
  • Completing Task Lists and Tasks
  • Printing Task List Reports
Introduction to Smart View
  • Smart View Overview
  • Connecting to Data Sources
  • Setting Smart View Options
  • Entering Data in Smart View Forms
Analyzing Data in Smart View
  • Analyzing Budget Data with Ad Hoc Grids
  • Creating Ad Hoc Grids
  • Presenting Planning Data in Word and PowerPoint
  • Managing Planning Data Offline
  • Managing Approvals
  • Copying Versions
Introduction to Financial Reporting
  • Financial Reporting Functionality
  • Financial Reporting Data Sources
  • Previewing Reports
  • Setting Preferences
  • Printing Reports and Snapshots
  • Designing Reports in Reporting Studio
  • Opening, Previewing, and Printing Reports from Reporting Studio
  • Integrating Reports into Microsoft Office Applications
Creating Basic Reports
  • Reports Creation Overview
  • Creating Reports and Grids
  • Selecting Members for Grids
  • Setting the Point of View
  • Adding Rows and Columns
  • Saving Reports
Setting Up Report Details
  • Formatting Cells and Grids
  • Suppressing Data
  • Applying Conditional Formatting in Grids
  • Changing Page Settings
  • Displaying Detail
  • Changing Page Settings
  • Reports Objects Overview
  • Designing Headers and Footers
Adding Text Functions
  • Text Functions Overview
  • Creating Dynamic Values with the Current Keyword
  • Displaying Row and Column IDs
  • Displaying Text Function Errors
  • Common Text Functions
Adding Math Functions
  • Report Calculation Overview
  • Applying Mathematical Functions and Properties
  • Creating Formulas
  • Common Mathematical Functions
Creating Books
  • Books Overview
  • Changing the Book POV
  • Creating Books in EPM Workspace
  • Modifying the Table of Contents
  • Previewing and Printing Books