Hyperion Planning Training

Hyperion Planning Training is a centralized planning, budgeting, and forecasting solution that integrates financial and operational planning processes by improving the business predictability. Our training provides an in-depth look at business operations and its related impact on Financials.

Hyperion Planning Training Curriculum

Introduction to Planning

Oracle Hyperion Planning
Planning Architecture
Planning Business Process
Planning Business Scenario

Navigating Planning

Interface: Overview
Launching the Simplified Interface
Introduction To Applications And Dimensions

Planning Application: Overview
Application Framework
Planning Dimensions
Aggregate Storage Databases
Data Block Creation Process
Aggregation, Storage, and Calculation Options
Creating Planning Applications

Application Creation Process
Managing Data Sources
Creating Simple Applications
Creating Advanced Applications
Refreshing Essbase Databases
Adding Plan Types
Managing Dimensions

Building Dimension Hierarchies
Performance Settings and Data Type Evaluation Order
Accessing Dimensions Information
Managing Dimensions in the Simplified Interface
Managing Dimensions in EPM Workspace
Managing Dimensions in Smart View
Setting Up Aliases, Currencies, Years, And Periods

Creating Aliases
Adding Currencies
Customizing Time Periods
Setting Up Scenarios And Versions

Scenarios and Versions
Creating Scenarios
Creating Versions
Setting Up The Entity And Account Dimensions

Entities: Overview
Adding Entities
Deleting Entities
Accounts: Overview
Account Types and Time Balance Properties
Saved Assumptions
Data Types and Exchange Rate Types
Adding and Aggregating Accounts
Loading Metadata

Metadata Load Options
Creating Metadata Load Files
Exporting Metadata
Importing Metadata
DRM Metadata Load Process
Application Management
Creating User-Defined Elements

Creating Member Formulas
User-Defined Dimensions
Attribute Dimensions
Adding User-Defined Attributes
Smart Lists: Overview
Enabling the Simplified Interface
Customizing Interface Appearance
Setting Up Exchange Rates

Currencies and Exchange Rates
Creating Exchange Rate Tables
Currency Conversion Calculation Scripts
Loading And Calculating Data

Data Load Options
Managing Planning Data
Exporting Data
Importing Data
FDMEE Data Load Process
Data Calculations
Setting Up Planning Security

Planning Security: Overview
User and Group Provisioning in Shared Services
Specifying Advanced Settings
Assigning Access Permissions
Creating Forms

Enhancing Forms

Creating Complex Forms
Specifying Application Settings
Specifying User Variables
Setting Individual Display Options
Creating Menus
Creating Formula Rows and Columns
Building Validation Rules
Entering Data In Planning

Annotating And Analyzing Data

Adding Annotations to Plan Data
Clearing Cell Details
Working with Ad Hoc Grids
Managing Business Rules

Business Rules: Overview
Determining Calculation Requirements
Launching Calculation Manager and Rule Components
Managing Views
Creating Business Rules and Rule Sets
Validating and Deploying Rules
Assigning Business Rule Security
Launching Business Rules
Setting Up The Approval Process

Approvals: Overview
Creating Planning Unit Hierarchies
Assigning Scenario and Version Combinations
Synchronizing Planning Unit Hierarchies
Exporting and Importing Planning Unit Hierarchies
Updating the Promotional Path with Validation Rules
Managing The Approval Process

Approvals Dashboard
Planning Unit Approval States
Reviewer Actions
Impact of Entity Hierarchy on the Review Process
Managing the Review Cycle
Viewing and Resolving Validation Errors
Copying Data Between Versions
Copying Data
Creating Task Lists

Appendices

A: Creating Applications in Performance Management Architect
Case Study.