Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5
Duration : 5 Days (40 Hours)
Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5 Course Overview:
Oracle Hyperion Planning is a robust cloud-based planning, budgeting, and forecasting software that empowers businesses to make data-driven decisions effectively. By streamlining financial planning and analysis, automating manual tasks, and facilitating predictive analysis, it helps organizations reduce costs, manage risks, and drive controlled growth. The Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5 course is specifically designed to equip business analysts, planners, and finance personnel with comprehensive knowledge and skills to leverage the latest features and capabilities of Oracle Planning 11.1.2. Covering a wide range of topics, including planning application creation and administration, user and group management, data form design and maintenance, and dimension and data security, the course also delves into using Calculation Manager to model business rules and optimize performance, working with Smart View for Office, and utilizing the Administration Services Console to manage user access. By the course’s conclusion, learners will be adept at building, managing, and deploying planning applications, enabling them to extract valuable insights from their collected data.
- Finance Professionals: Individuals in finance roles who want to learn how to create and manage applications using Oracle Hyperion Planning for financial planning and analysis.
- Experienced Hyperion Planning Users: Participants already familiar with the Hyperion Planning platform and seeking to upgrade their skills to the latest version.
- New Users to Hyperion Planning: Individuals new to the platform and looking to learn how to utilize it to its fullest potential for financial planning and analysis.
Learning Objectives of Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5:
- Creating and Managing Applications: Students will learn how to use Oracle Hyperion Planning 11.1.2 to create and manage applications, setting up plan types and defining plans.
- Data Loading: Students will be able to load data into their applications, allowing for data input and analysis.
- Managing Dimensions and Hierarchies: Participants will learn how to create and manage dimensions, hierarchies, members, and attributes associated with their planning applications.
- Calculation and Business Rules: Students will be able to define and maintain calculation scripts and business rules, which are essential for data processing and analysis in their applications.
- Data Forms: Learners will understand how to create and manage data forms, which allow for data input and manipulation.
- Gathering Insights: Participants will learn how to use Oracle Hyperion Planning 11.1.2 to gather insights and make informed decisions based on the data in their applications.
- Freeze Accounting Processes: Students will be knowledgeable about the process of freeze accounting, which is crucial for financial reporting and analysis.
- Application Security: Learners will understand how to assign security to their planning applications to control access and maintain data integrity.
- Testing and Deployment: At the end of the training, students will be able to test and deploy their applications to ensure they are functional and ready for use.
Module 1: Introduction to Planning
- Oracle Hyperion Planning
- Planning Architecture
- Planning Business Process
- Planning Business Scenario
Module 2: Navigating Planning
- Interface: Overview
- Launching the Simplified Interface
Module 3: Introduction to Applications and Dimension
- Planning Application: Overview
- Application Framework
- Planning Dimensions
- Aggregate Storage Databases
- Data Block Creation Process
- Aggregation, Storage, and Calculation Options
Module 4: Creating Planning Applications
- Application Creation Process
- Managing Data Sources
- Creating Simple Applications
- Creating Advanced Applications
- Refreshing Essbase Databases
- Adding Plan Types
Module 5: Managing Dimensions
- Building Dimension Hierarchies
- Performance Settings and Data Type Evaluation Order
- Accessing Dimensions Information
- Managing Dimensions in the Simplified Interface
- Managing Dimensions in EPM Workspace
- Managing Dimensions in Smart View
Module 6: Setting Up Aliases, Currencies, Years, and Periods
- Creating Aliases
- Adding Currencies
- Customizing Time Periods
Module 7: Setting Up Scenarios and Versions
- Scenarios and Versions
- Creating Scenarios
- Creating Versions
Module 8: Loading Metadata
- Metadata Load Options
- Creating Metadata Load Files
- Exporting Metadata
- Importing Metadata
- DRM Metadata Load Process
- Application Management
Module 9: Creating User-Defined Elements
- Creating Member Formulas
- User-Defined Dimensions
- Attribute Dimensions
- Adding User-Defined Attributes
- Smart Lists: Overview
- Enabling the Simplified Interface
- Customizing Interface Appearance
Module 10: Setting Up Exchange Rates
- Currencies and Exchange Rates
- Creating Exchange Rate Tables
- Currency Conversion Calculation Scripts
Module 11: Loading and Calculating Data
- Data Load Options
- Managing Planning Data
- Exporting Data
- Importing Data
- FDMEE Data Load Process
- Data Calculations
Module 12: Setting Up Planning Security
- Planning Security: Overview
- User and Group Provisioning in Shared Services
- Specifying Advanced Settings
- Assigning Access Permissions
Module 13: Creating Forms
- Forms: Overview
- Form Components
- Creating Simple Forms
- Creating Composite Forms
- Exporting and Importing Forms
Module 14: Enhancing Forms
- Creating Complex Forms
- Specifying Application Settings
- Specifying User Variables
- Setting Individual Display Options
- Creating Menus
- Creating Formula Rows and Columns
- Building Validation Rules
Module 15: Entering Data in Planning
- Navigating Forms
- Submitting Data in Forms
- Filtering Data
- Sorting Data
- Spreading Data
- Adjusting Plan Data
Module 16: Annotating and Analyzing Data
- Adding Annotations to Plan Data
- Clearing Cell Details
- Working with Ad Hoc Grids
Module 17: Managing Business Rules
- Business Rules: Overview
- Determining Calculation Requirements
- Launching Calculation Manager and Rule Components
- Managing Views
- Validating and Deploying Rules
- Creating Business Rules and Rule Sets
- Assigning Business Rule Security
- Launching Business Rules
Module 18: Managing the Approval Process
- Approvals Dashboard
- Planning Unit Approval States
- Reviewer Actions
- Impact of Entity Hierarchy on the Review Process
- Managing the Review Cycle
- Viewing and Resolving Validation Errors
- Copying Data Between Versions
- Copying Data
Module 19: Creating Task Lists
- Task Lists: Overview
- Navigating Task Lists
- Task List Creation Process
Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5 Course Prerequisites:
While there are no formal prerequisites listed for the course, participants in the Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 4 training are expected to have certain foundational knowledge and experience to make the most of the training. These include:
- Basic Understanding of Financial Analysis and Accounting Principles: Having a basic understanding of financial analysis and accounting principles will help participants grasp the financial planning concepts covered in the course.
- Business Knowledge: Participants are expected to have some business knowledge, as financial planning involves making informed decisions to achieve organizational goals.
- Clear Understanding of Financial Planning Processes: Familiarity with financial planning processes will be beneficial for participants as they learn how to create and manage applications using Oracle Hyperion Planning 11.1.2.
- Basic Knowledge of Hyperion Planning Essbase: Having basic knowledge of Hyperion Planning Essbase, a multidimensional database technology, will aid participants in comprehending the key features and functionalities of Oracle Hyperion Planning 11.1.2.
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- Practice Labs.
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- Access to the recordings of your class sessions for 90 days.
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