Oracle - Oracle Hyperion Financial Management 11.1.2 for Interactive Users

KURSZIEL
Oracle - Oracle Hyperion Financial Management 11.1.2 for Interactive Users: Teilnehmerkreis

• Businessanalytiker
• Endbenutzer

Kursziele

• Enter and calculate data
• Create journal entries
• Enter intercompany data
• Consolidate data
• Translate data
• Analyze and enter data in Smart View
• Create reports in Financial Reporting
• Navigate Financial Management

ZIELGRUPPE
Teilnehmerkreis

• Businessanalytiker
• Endbenutzer

Kursziele

• Enter and calculate data
• Create journal entries
• Enter intercompany data
• Consolidate data
• Translate data
• Analyze and enter data in Smart View
• Create reports in Financial Reporting
• Navigate Financial Management

KURSINHALT
This course teaches you how to enter, view, consolidate, and manage your financial information in Financial Management. You work with a completed application to learn how to enter and view data, and create and enter journal entries and inter-company transactions. You create and view reports in Financial Reporting, execute business calculations, perform consolidations, and analyze data in Smart View. Exercises provide hands-on practice.
Learn To:

• Navigate Financial Management
• Enter and calculate data
• Create journal entries
• Enter intercompany data
• Consolidate data
• Analyze and enter data in Smart View

Kursthemen
Introduction to Financial Management

• Oracle's Enterprise Performance Management System
• Benefits of Financial Management
• Financial Consolidation, Reporting, and Analysis
• Financial Management Architecture Product Components
• Management of the Extended Close Process
• Related Oracle Hyperion Products

Navigating Financial Management

• Business Tasks in a Reporting Financial Cycle
• Metadata
• Dimensions
• Financial Management Components
• Workspace Overview
• Logging On to Workspace
• Opening Applications
• Selecting Members

Entering Data in Data Grids

• Data Grids Overview
• Accessing Data Grids
• Changing the Grid Layout and Display
• Selecting Members for Dimensions
• Managing Data Grid Settings
• Adding Cell Text and Custom Documents
• Adding Line-Item Detail
• Retrieving Data from FDM

Loading and Extracting Data

• Data Load and Extract Methods
• Data Load Text Files
• Loading Data from Files
• Extracting Data
• Exporting Data with Extended Analytics
• Copying Data
• Removing Data
• Transferring Data

Entering Data in Data Forms

• About Data Forms
• Entering Data
• Calculating Data
• Adding Cell Text and Documents
• Adding and Viewing Line-Item Details
• Accessing Linked Forms
• Adding Members to Data Forms
• Exporting to and Importing from Spreadsheets

Adjusting Data with Journals

• Journals Overview
• Viewing Automated Consolidated Journals
• Creating Parent and Contribution Adjustments
• Opening and Closing Periods for Journal Entries
• Journal Creation Process
• Creating Journal Templates
• Setting the Point of View
• Creating Journals

Processing and Reporting Journals

• Journal Review Process Overview
• Managing Journals
• Viewing Journal Adjustments
• Creating, Previewing, Saving, and Printing Journal Reports
• Formatting Journal Reports with Oracle BI Publisher

Eliminating Intercompany Balances

• Intercompany Transactions Overview
• Creating Intercompany Reports
• Formatting Intercompany Reports with Oracle BI Publisher
• Sending Email Alerts from an Intercompany Report

Running Consolidations

• Financial Management Business Process
• Consolidation Overview
• Checking Calculation Status
• Translating Financial Data

Managing the Review Cycle with Process Management

• Process Management Overview
• Viewing Process Unit Status
• About Validating Process Units
• Calculating and Consolidating Data
• Moving Process Units Through the Review Cycle
• Managing Process Unit States in Data Grids

Analyzing Data with Smart View

• Smart View Overview
• Accessing the Smart View Ribbon
• Connecting to Data Sources
• Specifying Smart View Options
• Viewing and Analyzing Data Using Ad Hoc Analysis
• Creating Smart Slices
• Viewing Calculation and Process Management Status in Smart View

Entering Data Using Data Forms in Smart View

• Selecting Data Forms in Smart View
• Navigating Data Forms
• Selecting Members of Data Forms in Smart View
• Adjusting Data values
• Creating Formulas and Cell References
• Submitting Data

Analyzing Data with Smart View Functions

• Functions in Smart View
• Creating Functions
• Setting the Point of View
• Importing Reports and Functions
• Converting Workbooks

Navigating Financial Reports in Workspace

• Navigating Financial Reporting
• Setting Preferences
• Browsing the Repository
• Searching for Items
• Setting Advanced Options
• Previewing Reports
• Changing the User Point of View
• Printing Reports and Snapshots

Navigating Financial Reporting Studio

• Logging On to Reporting Studio
• Opening Reports
• Previewing and Printing Reports

Creating Basic Reports

• Report Creation Overview
• Creating Reports
• Selecting Members for Rows and Columns
• Setting the Point of View
• Adding Rows or Columns
• Saving Reports

Formatting Cells and Grids

• Formatting Cells
• Formatting Grids
• Suppressing Data
• Applying Conditional Formatting in Grids
• Setting Up Pages

Creating Report Objects

• Report Objects Overview
• Creating Text Boxes
• Adding Images
• Saving and Linking Report Objects
• Inserting Saved Report Objects
• Linked Object Properties
• Designing Headers and Footers

Adding Text Functions

• Text Functions Overview
• Inserting Text Functions in Text Boxes
• Inserting Text Functions in Headings and Text Cells
• Creating Dynamic Values with the Current Keyword
• Displaying the Row and Column IDs
• Displaying Text Function Errors
• Common Text Functions

Creating Books with Multiple Reports

• Books Overview
• Previewing and Printing Books
• Changing the Book POV
• Importing Files into the Repository
• Creating Books
• Include Related Content in Books
• Changing the Appearance of Books

Empfohlene weitere Ausbildung

• Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications
• Oracle Hyperion Smart View 11.1.2 for Financial Management

VORRAUSSETZUNG
Erforderliche Vorkenntnisse:

• Basic Microsoft Windows skills
• Basic Excel or Lotus 1-2-3 skills
• Basic accounting concepts