HYPERION PLANNING Training Overview
Introduction & OVERVIEW
• Oracle’s Enterprise Performance Management System
• Oracle’s Business Intelligence Suite Enterprise Edition Plus
• Architecture of Planning
• Relationship Between Planning and Essbase
• Navigation of Workspace
CREATING DIMENSIONS
• EPM Architect
• Period, Scenario and Version Dimensions
• Entity Dimensions
• Account Dimensions
• Custom Dimensions
METADATA
• Loading Data
• Using Application Views
• Deploying Applications
• Setting Up Exchange Rates
LOADING DATA AND CALCULATING DATABASE
• Setting Up Data Loads and Calculating
• Loading Data
SECURITY
• Provisioning Users and Groups
• Defining Access Levels
DESIGNING DATA FORMS
• Creating Forms and Folders
• Customizing
ENTERING DATA
• In Planning
• Using Smart View
• Offline
BUSINESS RULES
• Creating Business Rules
• Building Runtime Prompts
• Adding Formulas
• Managing Business Rules
MANAGING PLAN PROCESS
• Approval Process
• Task Lists
ANALYZING PLANNING DATA
• Financial Reporting
• Reports in Workspace
WORKING WITH FINANCIAL CONTROLS
• About Financial Controls
• Creating Controls Groups, Sections, and Questions
• Deleting and Restoring Controls Groups, Sections, and Questions
WORKING WITH IMPORT SCRIPTS
• Working with Scripting Components
• Working with Temporary Variables & Substitution Variables