Oracle Hyperion Financial Management 11.1.2: Create & Manage Applications Training

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