Hyperion Planning 9.3.1: Create and Manage Applications

Seminarziel

This course is designed to teach you how to create and administer applications using the Planning software. You learn how to create applications, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, set up calculations, and move a plan through the planning cycle. You also access data offline and analyze plan data. Exercises and a case study provide hands-on practice.
Learn To: - Create Planning applications - Set up Security for users, groups, and members - Create data forms - Set up business rules - Manage the planning process - Analyze planning results in Financial Reporting

Seminarinhalte

o Create Planning applications o Load data into Planning applications o Set up security for users, groups, and members o Create data forms and enter data o Set up and test business rules o Review budget data by using process management o Analyze planning results in Financial Reporting
Sachgebiete:

Planning Overview

Navigating Workspace

Creating Dimensions Overview

Managing Dimensions with EPM Architect

Setting Up the Period, Scenario, and Version Dimension

Setting Up the Entity Dimension

Setting up the Account Dimension

Creating User-Defined Elements

Loading Metadata from a File

Working with Application Views

Deploying Applications

Setting Up Exchange Rates

Loading Data and Calculating Data Overview

Provisioning Users and Groups

Setting Up Access Rights to Planning Applications

Creating Data Forms and Folders

Customizing Data Forms

Entering Data

Creating Business Rules

Managing the Approval Process and Creating Task Lists

Financial Reporting Overview

Navigating Reports in Workspace

Voraussetzungen

- Basic Microsoft Windows skills - Basic Microsoft Excel or Lotus 1-2-3 skills Basic knowledge of planning and budgeting - Working knowledge of Essbase recommended

Hinweis

Empfohlene weitere Ausbildung:- "Hyperion Planning 9.3.1 Installation and Configuration"
- "Hyperion Web Analysis 9.3.1: Design Reports"
- "Hyperion Financial Reporting 9.3.1 for Essbase and Planning"

Oracle University provides a downloadable eKit containing the training materials for this course.