Oracle Hyperion Financial Management 11.1.2 for Interactive Users (Self-Study Course)

 

Who should attend

  • Business analysts
  • End users

Prerequisites

  • Basic Microsoft Windows skills
  • Basic Excel or Lotus 1-2-3 skills
  • Basic accounting concepts

Course Objectives

  • Analyze and enter data in Smart View
  • Create reports in Financial Reporting
  • Navigate Financial Management
  • Translate data
  • Enter and calculate data
  • Create journal entries
  • Enter intercompany data
  • Consolidate data

Product Description

  • Introduction to Financial Management
    • Oracle’s Enterprise Performance Management System
    • Benefits of Financial Management
    • Financial Consolidation, Reporting, and Analysis
    • Financial Management Architecture Product Components
    • Management of the Extended Close Process
    • Related Oracle Hyperion Products
  • Navigating Financial Management
    • Business Tasks in a Reporting Financial Cycle
    • Metadata
    • Dimensions
    • Financial Management Components
    • Workspace Overview
    • Logging On to Workspace
    • Opening Applications
    • Selecting Members
  • Entering Data in Data Grids
    • Data Grids Overview
    • Accessing Data Grids
    • Changing the Grid Layout and Display
    • Selecting Members for Dimensions
    • Managing Data Grid Settings
    • Adding Cell Text and Custom Documents
    • Adding Line-Item Detail
    • Retrieving Data from FDM
  • Loading and Extracting Data
    • Data Load and Extract Methods
    • Data Load Text Files
    • Loading Data from Files
    • Extracting Data
    • Exporting Data with Extended Analytics
    • Copying Data
    • Removing Data
    • Transferring Data
  • Entering Data in Data Forms
    • About Data Forms
    • Entering Data
    • Calculating Data
    • Adding Cell Text and Documents
    • Adding and Viewing Line-Item Details
    • Accessing Linked Forms
    • Adding Members to Data Forms
    • Exporting to and Importing from Spreadsheets
  • Adjusting Data with Journals
    • Journals Overview
    • Viewing Automated Consolidated Journals
    • Creating Parent and Contribution Adjustments
    • Opening and Closing Periods for Journal Entries
    • Journal Creation Process
    • Creating Journal Templates
    • Setting the Point of View
    • Creating Journals
  • Processing and Reporting Journals
    • Journal Review Process Overview
    • Managing Journals
    • Viewing Journal Adjustments
    • Creating, Previewing, Saving, and Printing Journal Reports
    • Formatting Journal Reports with Oracle BI Publisher
  • Eliminating Intercompany Balances
    • Intercompany Transactions Overview
    • Creating Intercompany Reports
    • Formatting Intercompany Reports with Oracle BI Publisher
    • Sending Email Alerts from an Intercompany Report
  • Running Consolidations
    • Financial Management Business Process
    • Consolidation Overview
    • Checking Calculation Status
    • Translating Financial Data
  • Managing the Review Cycle with Process Management
    • Process Management Overview
    • Viewing Process Unit Status
    • About Validating Process Units
    • Calculating and Consolidating Data
    • Moving Process Units Through the Review Cycle
    • Managing Process Unit States in Data Grids
  • Analyzing Data with Smart View
    • Smart View Overview
    • Accessing the Smart View Ribbon
    • Connecting to Data Sources
    • Specifying Smart View Options
    • Viewing and Analyzing Data Using Ad Hoc Analysis
    • Creating Smart Slices
    • Viewing Calculation and Process Management Status in Smart View
  • Entering Data Using Data Forms in Smart View
    • Selecting Data Forms in Smart View
    • Navigating Data Forms
    • Selecting Members of Data Forms in Smart View
    • Adjusting Data values
    • Creating Formulas and Cell References
    • Submitting Data
  • Analyzing Data with Smart View Functions
    • Functions in Smart View
    • Creating Functions
    • Setting the Point of View
    • Importing Reports and Functions
    • Converting Workbooks
  • Navigating Financial Reports in Workspace
    • Navigating Financial Reporting
    • Setting Preferences
    • Browsing the Repository
    • Searching for Items
    • Setting Advanced Options
    • Previewing Reports
    • Changing the User Point of View
    • Printing Reports and Snapshots
  • Navigating Financial Reporting Studio
    • Logging On to Reporting Studio
    • Opening Reports
    • Previewing and Printing Reports
  • Creating Basic Reports
    • Report Creation Overview
    • Creating Reports
    • Selecting Members for Rows and Columns
    • Setting the Point of View
    • Adding Rows or Columns
    • Saving Reports
  • Formatting Cells and Grids
    • Formatting Cells
    • Formatting Grids
    • Suppressing Data
    • Applying Conditional Formatting in Grids
    • Setting Up Pages
  • Creating Report Objects
    • Report Objects Overview
    • Creating Text Boxes
    • Adding Images
    • Saving and Linking Report Objects
    • Inserting Saved Report Objects
    • Linked Object Properties
    • Designing Headers and Footers
  • Adding Text Functions
    • Text Functions Overview
    • Inserting Text Functions in Text Boxes
    • Inserting Text Functions in Headings and Text Cells
    • Creating Dynamic Values with the Current Keyword
    • Displaying the Row and Column IDs
    • Displaying Text Function Errors
    • Common Text Functions
  • Creating Books with Multiple Reports
    • Books Overview
    • Previewing and Printing Books
    • Changing the Book POV
    • Importing Files into the Repository
    • Creating Books
    • Include Related Content in Books
    • Changing the Appearance of Books
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