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Oracle Hyperion Financial Mgmt 11.1.2: Create Manage Applications

Catégorie: Formation

Hyperion

Format: Formation en classe avec formateur

Autres formats:

This course teaches you how to create and manage applications using Financial Management. You create an application, enter data, and adjust and view data using data grids and data forms.

You also enter and process journals and inter-company data, deploy rules, calculate and consolidate data, manage the review and approval process of financial data, and apply system security to Financial Management data.

Learn To:

Create accounts, entities, scenarios, and custom dimensions
Import and export data and metadata
Create and deploy an application
Enter data in data forms and data grids
Enter intercompany data
Perform data consolidation

For students new to Oracle Hyperion Financial Management, it is suggested that you view the Financial Management Overview Tutorial before attending class.

* This course is also suitable for customers using Oracle Hyperion Financial Management 11.1.1.

Compétences acquises

Import and export data and metadata
Create and deploy an application
View and enter data by creating Web data forms and grids
Create and deploy rules and calculate data
Enter inter-company transactions and make adjustments using journals

Perform data consolidation
Manage the financial review cycle using Process Management
Create the metadata structure, including accounts, entities, scenarios, and custom dimensions
Synchronize data between applications
Set up security, including users, groups, security classes, and access rights

Qui peut en profiter

Application Developers

System Analysts

Préalables

Basic Excel or Lotus 1-2-3 skills
View the one hour Financial Management Overview Tutorial

Basic accounting concepts
Basic Microsoft Windows skills

Ce cours est donnÃ© par des formateurs certifiÃ©s Oracle.

Oracle University a nommÃ© ExitCertified Partenaire de lâ€™annÃ©e 2011

Il y a une diffÃ©rence....dÃ©couvrez-la.

Code:	HY-FM-CM-APPS
Format:	Formation en classe avec formateur

Durée:	5
Certifié par:	Oracle

Frais d’inscription (CAD): 5,150$

Oracle University Awards ExitCertified the North American Partner of the Year Award for 2011

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31 Dates Offered

Oracle Hyperion Financial Mgmt 11.1.2: Create Manage Applications Contenu détaillé

Introduction to Financial Management

About Oracle's Enterprise Performance Management Suite
Financial Management Solution
Financial Consolidation, Reporting, Analysis and Product Components
Financial Management Architecture

Navigating in Financial Management

Logging On to Workspace
Financial Management Applications Overview
Opening Applications
Navigating Financial Management
Managing Documents

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

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

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
Lifecycle Management Overview

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

Setting Up Entities, Calendars, and Scenarios

Setting Up Entities
Setting Up Calendars
Setting Up Scenarios

Loading Data

Formatting Data Load Files
Loading Data Files
Extracting Data
Exporting Data with Extended Analytics
Copying and Removing Data

Entering Data Using Data Grids

Accessing Data Grids
Changing the Grid Layout and Display
Selecting Members
Saving Grid Settings
Entering Data and Filling Multiple Cells
Spreading and Calculating Data
Adding Cell Text and Line-Item Detail

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

Managing Rules With Calculation Manager

Calculation Manager Overview
Creating Formulas
Creating Rules
Creating Rule Sets
Deploying Rules
Importing and Exporting Calculation Manager Objects

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

Creating Data Forms

About Data Forms
Accessing the Form Builder
Defining the Point of View
Defining Columns and Rows
Formatting Columns and Rows
Exporting Data to Spreadsheets

Managing Task Lists

About Task Lists
Creating Task Lists
Adding Items to Task Lists
Organizing Task List Items

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

Adjusting Data with Journals

Journals Overview
Opening Periods for Journal Entry
Setting the Point of View
Journal Balance Types
Creating Journal Templates and journals
Entering Journal Data
Managing the Journals Review Process
Creating and Running Journal Reports

Translating Data

Data Translation Overview
Entering Exchange Rates
Checking Translation Status
Translating Data in Data Grids
Custom Translations Overview

Running Consolidations

Consolidation Process Overview
Managing Ownership Percentages
Checking Consolidation Status
Consolidating Data
Setting Up Organization by Period

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

Sharing Data Using Data Synchronization

Data Synchronization Overview
Creating Mapping Tables
Creating Data Synchronizations
Filtering and Mapping Dimensions
Viewing Data Flows
Scheduling and Running Data Synchronizations

Analyzing Data Using Smart View

Smart View Overview
Connecting to a Data Source
Viewing Data with the Ad Hoc Analysis Tool
Displaying Cell Text and Calculation Status
Creating Free-Form Worksheets
Entering Data by Using Data Forms
Calculating, Translating, and Consolidating Data in Smart View
Functions in Smart View

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Oracle Hyperion Financial Mgmt 11.1.2: Create Manage Applications

Compétences acquises

Import and export data and metadata

Create and deploy an application

View and enter data by creating Web data forms and grids

Create and deploy rules and calculate data

Enter inter-company transactions and make adjustments using journals

Perform data consolidation

Manage the financial review cycle using Process Management

Create the metadata structure, including accounts, entities, scenarios, and custom dimensions

Synchronize data between applications

Set up security, including users, groups, security classes, and access rights

Qui peut en profiter

Application Developers

System Analysts

Préalables

Basic Excel or Lotus 1-2-3 skills

View the one hour Financial Management Overview Tutorial

Basic accounting concepts

Basic Microsoft Windows skills

Formation de Oracle (3027 cours)

Formation de Hyperion (126 cours)

Formation de Consolidation financière (22 cours)

Oracle Hyperion Financial Mgmt 11.1.2: Create Manage Applications Contenu détaillé