Hyperion Planning Training

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Hyperion Planning Training


 (4.9) | 450 Ratings


Introduction


Hyperion Planning Training Details
Track Regular Track Weekend Track Fast Track
Course Duration 30 Hrs 8 Weekends 5 Days
Hours 1hr/day 2 Hours a day 6 Hours a day
Training Mode Online Classroom Online Classroom Online Classroom
Delivery Instructor Led-Live Instructor Led-Live Instructor Led-Live


Course Curriculum

Module 1: Hyperion Planning Overview

Topics: Oracle Hyperion Planning, Hyperion Planning Architecture, Planning Business Process, Relationship Between Planning and Essbase, Web Server, Hyperion Planning Server, Hyperion Essbase Analytical Server, Navigation Of Workspace, Planning Business Scenario, Hyperion Planning Application Objectives

Module 2: Creating Dimensions

Topics: EPM Architect, Create New Dimensions, Open Existing Dimensions, Entity, Account and Custom Dimensions, Version, Period and Scenario Dimensions, Working with Dimensions

Module 3: Navigating EPM Workspace

Topics: Overview of EPM Workspace, Launching EPM Workspace, Setting General Preferences, User Interface, Navigate Menu, Navigating In Planning, Opening Applications

Module 4: Creating And Enhancing Forms

Topics: How To Create Forms, Creating Simple And Composite Forms, Folder and Form Access, Creating Menus, Building Validation Rules, Creating Formulas Rows and Columns, Setting Up User Preferences, Rolling Forecasts

Module 5: Entering Data In Planning

Topics: In Planning, Setting up Data Loads And Calculating, Loading Data, Using Smart View, Navigating Forms, Filtering Data, Spreading Data, Adjusting Plan Data, Submitting Data in Forms, Sorting Data

Module 6: Annotating And Analyzing Data

Topics: Analyzing Data with Ad Hoc Grids, Adding Annotations to Plan Data, Financial Reporting, Financial Reporting, Clearing Cell Details, Clearing Cell Details, Reports in Workspace

Module 7: Business Rules

Topics: Overview of Business Rules, Creating Business Rules to Menus, Adding Menus with Business Rules to Forms, Adding Formulas, Launching Business Rules from Planning Forms, Building Runtime Prompts, Launching Business Rules, Managing Business Rules

Module 8: Handling The Approval Process

Topics: Approvals Overview, Approvals Dashboard, Updating the Promotional Path with Validation Rules, Impact of Entity Hierarchy on the Review Process, Planning Reviewer Actions and Unit Approval States, Viewing and Resolving Validation Errors, Managing the Review Cycle, Copying Data Between Versions

Module 9: Handle Task Lists

Topics: Overview Of Task List, Creating Task Lists, Creation Process, Working With Task List Folders, Navigating Task Lists, Editing Task Lists, Assigning Access to Task Lists, Completing Task Lists and Tasks, Validating Task Lists, Printing Task List Reports

Module 10: Analyzing Data In Smart View

Topics: Smart View Overview, Setting Smart View Options, Entering Data in Smart View Forms, Connecting to Data Sources, Creating Ad Hoc Grids, Presenting Planning Data, Managing Approvals, Managing Planning Data Offline, Copying Versions

Module 10: Introduction To Financial Reporting

Topics: Financial Reporting Functionality, Hyperion Reports Feature, Hyperion Reports Design Objects, Hyperion Reports Architecture, Financial Reporting Data Sources, Setting Preferences, Design New Report, Previewing Reports, Create Database Connection, Design Report with Real Time Reports, Printing Reports and Snapshots, Change Database Connection, Designing Reports in Reporting Studio, Integrating Reports into MS Office Applications

Module 11: Creating And Setting Up Reports

Topics: Overview of Reports Creation, Creating Reports and Grids, Setting The Point of View, Formatting Cells and Grids, Selecting Members for Grids, Applying Conditional Formatting in Grids, Adding Rows and Columns, Changing Page Settings, Suppressing Data, Displaying Detail, Designing Headers and Footers, Saving Reports, Reports Objects Overview

Module 12: Adding Functions

Topics: Text Functions Overview, Report Calculation Overview, Creating Dynamic Values, Displaying Text Function Errors, Common Text Functions, Creating Formulas, Creating Formulas, Common Mathematical Functions, Displaying Rows and Column Ids, Applying Mathematical Functions and Properties

 

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Course Curriculum

Module 1: Hyperion Planning Overview

Topics: Oracle Hyperion Planning, Hyperion Planning Architecture, Planning Business Process, Relationship Between Planning and Essbase, Web Server, Hyperion Planning Server, Hyperion Essbase Analytical Server, Navigation Of Workspace, Planning Business Scenario, Hyperion Planning Application Objectives

Module 2: Creating Dimensions

Topics: EPM Architect, Create New Dimensions, Open Existing Dimensions, Entity, Account and Custom Dimensions, Version, Period and Scenario Dimensions, Working with Dimensions

Module 3: Navigating EPM Workspace

Topics: Overview of EPM Workspace, Launching EPM Workspace, Setting General Preferences, User Interface, Navigate Menu, Navigating In Planning, Opening Applications

Module 4: Creating And Enhancing Forms

Topics: How To Create Forms, Creating Simple And Composite Forms, Folder and Form Access, Creating Menus, Building Validation Rules, Creating Formulas Rows and Columns, Setting Up User Preferences, Rolling Forecasts

Module 5: Entering Data In Planning

Topics: In Planning, Setting up Data Loads And Calculating, Loading Data, Using Smart View, Navigating Forms, Filtering Data, Spreading Data, Adjusting Plan Data, Submitting Data in Forms, Sorting Data

Module 6: Annotating And Analyzing Data

Topics: Analyzing Data with Ad Hoc Grids, Adding Annotations to Plan Data, Financial Reporting, Financial Reporting, Clearing Cell Details, Clearing Cell Details, Reports in Workspace

Module 7: Business Rules

Topics: Overview of Business Rules, Creating Business Rules to Menus, Adding Menus with Business Rules to Forms, Adding Formulas, Launching Business Rules from Planning Forms, Building Runtime Prompts, Launching Business Rules, Managing Business Rules

Module 8: Handling The Approval Process

Topics: Approvals Overview, Approvals Dashboard, Updating the Promotional Path with Validation Rules, Impact of Entity Hierarchy on the Review Process, Planning Reviewer Actions and Unit Approval States, Viewing and Resolving Validation Errors, Managing the Review Cycle, Copying Data Between Versions

Module 9: Handle Task Lists

Topics: Overview Of Task List, Creating Task Lists, Creation Process, Working With Task List Folders, Navigating Task Lists, Editing Task Lists, Assigning Access to Task Lists, Completing Task Lists and Tasks, Validating Task Lists, Printing Task List Reports

Module 10: Analyzing Data In Smart View

Topics: Smart View Overview, Setting Smart View Options, Entering Data in Smart View Forms, Connecting to Data Sources, Creating Ad Hoc Grids, Presenting Planning Data, Managing Approvals, Managing Planning Data Offline, Copying Versions

Module 10: Introduction To Financial Reporting

Topics: Financial Reporting Functionality, Hyperion Reports Feature, Hyperion Reports Design Objects, Hyperion Reports Architecture, Financial Reporting Data Sources, Setting Preferences, Design New Report, Previewing Reports, Create Database Connection, Design Report with Real Time Reports, Printing Reports and Snapshots, Change Database Connection, Designing Reports in Reporting Studio, Integrating Reports into MS Office Applications

Module 11: Creating And Setting Up Reports

Topics: Overview of Reports Creation, Creating Reports and Grids, Setting The Point of View, Formatting Cells and Grids, Selecting Members for Grids, Applying Conditional Formatting in Grids, Adding Rows and Columns, Changing Page Settings, Suppressing Data, Displaying Detail, Designing Headers and Footers, Saving Reports, Reports Objects Overview

Module 12: Adding Functions

Topics: Text Functions Overview, Report Calculation Overview, Creating Dynamic Values, Displaying Text Function Errors, Common Text Functions, Creating Formulas, Creating Formulas, Common Mathematical Functions, Displaying Rows and Column Ids, Applying Mathematical Functions and Properties

 

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