Hyperion Planning 9.3.1 for Interactive Users

Seminarziel

This course is designed to teach you how to use Planning. The course includes an overview of Planning features, capabilities, and its relationship with Analytic Services. You create data forms and task lists, enter and adjust data, set up calculations, and move a plan through the budget review-and-approval process. You learn how to create management-quality reports with Financial Reporting or Web Analysis*. Exercises provide hands-on practice.
Learn to: - Navigate Workspace to access Planning, Financial Reporting or Web Analysis - Create and test data forms - Enter and adjust data in Planning and Smart View - Set up and test business rules - Move plans through a budget review cycle - Discuss Planning capabilities

Zielgruppe

Businessanalytiker

Seminarinhalte

o Discuss Planning capabilities and its relationship with Essbase o Discuss Planning dimension requirements o Navigate Workspace to access Planning and Financial Reporting or Web Analysis o Create and test data forms o Enter and adjust data in Planning and Smart View o Work with Offline Planning o Set up and test business rules o Move plans through a budget review cycle o Set up and implement task lists o Create reports and documents to analyze planning results
Sachgebiete:

Planning Overview

Navigating Workspace

Planning Dimensions and Data Storage Overview

Creating Data Forms and Folders

Customizing Data Forms

Entering Data

Entering Data Using Smart View

Creating Business Rules

Building Runtime Prompts for Business Rules

Adding Formulas to Business Rules

Managing the Approval Process

Creating Task Lists

Financial Reporting Overview

Navigating Reports in Workspace

Creating Basic Reports

Formatting Cells and Grids

Creating Report Objects

Adding Text Functions

Adding Auto Calculations and Mathematical Functions

Setting Up Books

Reviewing Planning Data with Web Analysis

Creating Web Analysis Documents

Voraussetzungen

- Basic knowledge of Excel or Lotus 1-2-3 - Basic knowledge of planning and budgeting - Familiarity with concepts of client-server applications - Basic knowledge of Microsoft Windows
Empfohlene Vorkenntnisse:
- Basic knowledge of Excel or Lotus 1-2-3 - Basic knowledge of planning and budgeting - Familiarity with concepts of client-server applications - Basic knowledge of Microsoft Windows

Hinweis

Empfohlene weitere Ausbildung:"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.