Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications Ed 4
Duration : 5 Days (40 Hours)
Overview
Course Details
Prerequisites
Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications Ed 4 Course Overview:
The Oracle Hyperion Financial Management 11.1.2: Create & Manage Applications Ed 4 course provides comprehensive coverage of designing, building, and managing an Oracle Hyperion Financial Management application. Participants will gain essential knowledge and skills to create, define, and manage applications, add members and accounts, configure data entry forms and business rules, and handle intercompany accounts, patches, reporting, and SmartView. Aimed at application developers, system administrators, and IT professionals, this course equips users with the expertise to design, manage, and configure applications effectively within the Oracle Hyperion Financial Management system. Upon completion, attendees will have a clear understanding of key application areas, incorporating best practices for application design, management, and configuration, empowering them to develop and manage successful Oracle Hyperion Financial Management applications.
Intended Audience:
- IT Personnel: Those responsible for developing, deploying, and maintaining financial applications using Oracle Hyperion Financial Management.
- Finance Professionals: Individuals working in finance roles such as finance managers, analysts, developers, and consultants who want to learn how to create and manage applications with Oracle Hyperion Financial Management.
- Application Administrators: Professionals in charge of managing and maintaining financial applications to improve efficiency, accuracy, and compliance.
- Financial Report Writers: Individuals involved in creating and managing financial reports using Oracle Hyperion Financial Management.
- Financial Analysts: Professionals who work with financial data and require skills in managing applications using Oracle Hyperion Financial Management.
- Individuals with Financial Systems Understanding: People with a fundamental understanding of financial systems, systems analysis, and application development lifecycle.
- Novice Users: This training is also suitable for individuals with basic computer and internet navigation skills, and no prior knowledge or experience of Oracle Hyperion Financial Management is required.
Learning Objectives of Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications Ed 4:
1. Develop an understanding of the architecture and capabilities of Oracle Hyperion Financial Management 11.1.2 (HFM)
2. Learn how to plan, design, deploy and maintain the applications for HFM
3. Master the various user interface components available for creating and managing HFM applications
4. Implement security, control, and audit capabilities for HFM applications
5. Explore the data integration and transfer options available in HFM
6. Configure HFM for multiple currencies, divisions and departments
7. Automating tasks using batch processes and automated rules
8. Utilize best practices for performance and scalability in HFM applications
9. Understand how to utilize Web access and reporting with HFM applications
10. Gain a comprehensive grasp of the HFM functionality to ensure optimal performance and user experience
Module 1: Introduction to Financial Management
- About Oracle’s Enterprise Performance Management Suite
- Financial Management Solution
- Financial Consolidation, Reporting, Analysis and Product Components
- Financial Management Architecture
Module 2: Navigating in Financial Management
- Logging On to Workspace
- Financial Management Applications Overview
- Opening Applications
- Navigating Financial Management
- Selecting Memberst
- Setting the Point of View
Module 3: Managing Dimensions with Performance Management Architect
- Dimension Library
- Creating Dimensions
- Creating Dimension Members
- Property Value Inheritance
- Creating Alternate Hierarchies
- Managing Members
- Working with Grid Editor
- Setting Up Languages
Module 4: Importing Dimensions from a File
- About Metadata Load Files
- Formatting Metadata Load Files
- Setting Up Dimensions
- Managing Languages
- Loading Metadata
- Viewing Job Status
- Loading Metadata with Interface Tables
Module 5: Creating and Deploying Applications
- Creating Applications
- Working with Local and Shared Dimensions
- Configuring Application Settings
- Deploying Application Process
- Validating Applications
- Deploying Applications
- Viewing Job Status
- Creating Classic Applications
Module 6: Configuring Accounts and Custom Dimensions
- About Accounts and Custom Dimensions
- Setting Up Account Types and Hierarchies
- Setting Up Accounts and Custom Dimensions
- Auditing Account Data
- Intercompany Account and Other Account Properties
Module 7: Setting Up Entities, Calendars, and Scenarios
- Setting Up Entities
- Setting Up Calendars
- Setting Up Scenarios
Module 8: Loading Data
- Formatting Data Load Files
- Loading Data Files
- Extracting Data
- Copying and Removing Data
Module 9: Entering Data Using Data Grids
- Accessing Data Grids
- Setting Up the Grid Layout and Display
- Saving Grid Settings
- Entering Data
- Spreading and Calculating Data
- Adding Cell Text and Line-Item Detail
- Using Data Grids in Smart View
Module 10: Creating Member Lists in Financial Management
- About Member Lists
- System and User-Defined Member Lists
- Creating Member Lists
- Identifying Member Lists in a File
- Creating Static Member Lists
- Creating Dynamic Member Lists
- Loading and Extracting Member Lists
Module 11: Managing Rules With Calculation Manager
- Calculation Manager Overview
- Creating Formulas
- Creating Rules
- Creating Rule Sets
- Deploying Rules
- Importing and Exporting Calculation Manager Objects
Module 12: Setting Up Security
- About Levels of Security
- Provisioning User and Group Security
- Application Settings for Security
- Data Access and Document Access
- Assigning Access to Security Classes
- Running Security Reports
- Loading and Extracting Security
Module 13: Creating Data Forms
- About Data Forms
- Accessing the Form Designer
- Defining the Point of View
- Defining Columns and Rows
- Formatting Columns and Rows
- Using Data Forms in Smart View
Module 14: Creating and Managing Task Lists
- About Task Lists
- Creating Task Lists
- Adding Items to Task Lists
- Organizing Task List Items
Module 15: Entering Intercompany Data
- Intercompany Transactions Overview
- Intercompany Elimination Process
- Setting Up Entities and Accounts for Intercompany Data
- Creating and Running Intercompany Matching Reports
- Formatting Intercompany Reports with Oracle BI Publisher
Module 16: Adjusting Data with Journals
- Journals Overview
- Opening Periods for Journal Entry
- Journal Balance Types
- Creating Journal Templates and JJournals
- Enter Data in Journals
- Managing the Journals Review Process
- Creating and Running Journal Reports
- Managing Journals in Smart View
Module 17: Translating Data
- Data Translation Overview
- Entering Exchange Rates
- Checking Translation Status
- Translating Data in Data Grids
- Custom Translations Overview
Module 18: Running Consolidations
- Consolidation Process Overview
- Managing Ownership Percentages
- Checking Consolidation Status
- Consolidating Data
- Setting Up Organization by Period
Module 19: Managing the Review Cycle Using Process Management
- Process Management Overview
- Enabling Process Management
- Managing Phased Submission
- Viewing Process Units
- Validating Process Units
- Moving Process Units Through the Review Cycle
- Locking and Unlocking Data
Module 20: Managing and Migrating Applications
- Viewing Logged On Users
- Logging Users Off the System
- Adding Years to Applications
- Configuring Application Modules and System Settings
- MIgrating Financial Management Applications
- Migrating Performance Management Architect Artifacts
- Migrating User, Groups, and Security Access
- Creating Application Snap Shots
Module 21: Analyzing Data Using Smart View
- Smart View Overview
- Connecting to a Data Source
- Viewing Data with the Ad Hoc Analysis Tool
- Suppressing Data
- Formatting Data
- Calculating, Translating, and Consolidating
- Creating Analyses Using Query Builder
Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications Ed 4 Course Prerequisites:
- Existing Experience with Business Intelligence and Data Warehousing: Participants should have prior experience working with Business Intelligence (BI) and Data Warehousing concepts. This knowledge will provide a foundation for understanding financial management and analysis processes.
- Basic Understanding of Hyperion Financial Management (HFM): Participants should have a basic understanding of the product fundamentals and terminology of Hyperion Financial Management (HFM). This familiarity with HFM will enable them to follow and apply advanced concepts during the training.
- Working Knowledge of Organizational Structures, Data Flow, and HFM Features: Prior experience with HFM, including a working knowledge of organizational structures, data flow, and features, will enhance participants’ ability to comprehend and apply advanced concepts during the course.
- Completion of Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications Ed 3 Training (Recommended): Taking the previous edition of the training course, Ed 3, is highly recommended. This ensures that participants have a solid foundation and are up-to-date with the key concepts before diving into the more advanced topics covered in Ed 4.
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Training Exclusives
This course comes with following benefits:
- Practice Labs.
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- Access to the recordings of your class sessions for 90 days.
- Digital courseware
- Experience 24*7 learner support.
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