Oracle Hyperion Planning 11.1.2 Create & Manage Applications Training

• Understand the fundamentals of Planning architecture and business process
• Explore EPM workspace
• Add and import dimensions, entity, and members to manage metadata
• Define access permissions to set up security
• Create  Forms, Menus, and Task Lists
• Enter data in Planning and define business rules for validation and security reasons

• Administrator
• Functional Implementer
• Technical Administrator
• Developer
• Implementation Consultant
• Technical Consultant
• System Administrator

• Business modeling
• Microsoft Windows
• Financial planning and budgeting concepts

1. Introduction to Planning

• Planning Overview
• Planning Architecture
• Planning Business Process
• Course Roadmap
• Planning Business Scenario

2. Navigating EPM Workspace

• EPM Workspace: Overview
• Launching EPM Workspace
• Opening Applications
• Navigating in Planning

3. Introduction to Application and Dimensions

• Planning Application Overview
• Application Framework
• Planning Dimensions
• Data Block Creation Process
• Aggregation, Storage, and Calculation Options

4. Creating Applications in Planning Administration

• Planning Administration: Overview
• Application Creation Process
• Creating Applications with Planning Application Administration
• Managing Applications and Data Sources
• Managing Essbase Databases

5. Managing Dimensions

• Building Dimension Hierarchies
• Setting Up Dimension Hierarchies
• Managing Member Hierarchies
• Sorting Members

6. Setting Up the Alias, Currency, Year, and Period Dimensions

• Creating Aliases
• Adding Currencies
• Customizing Time Periods

7. Setting Up Scenarios and Versions

• Scenarios and Versions
• Creating Scenarios
• Creating Versions

8. Loading Metadata

• Metadata Load Options
• Loading Metadata with the Outline Load utility
• ERP Integrator Load Process
• Lifecycle Management
• Migrating Applications and Artifacts

9. Setting Up the Entity and Account Dimensions

• Entities: Overview
• Adding and Deleting Entities
• Accounts Overview
• Account Types
• Saved Assumptions
• Data Types and Exchange Rate Types
• Adding Accounts
• Aggregating Accounts

10. Creating User-Defined Elements

• Creating Member Formulas
• User-Defined Dimensions
• Attribute Dimensions
• Adding User-Defined Attributes
• About Smart Lists

11. Setting Up Exchange Rates

• Currencies and Exchange Rates
• Creating Exchange Rate Tables
• Generating Currency Conversion Calculation Scripts

12. Loading and Calculating Data

• Data Load Options
• Loading Data Values with Administration Services
• Managing Data with the Outline Load Utility
• ERP Integrator Data Load Process
• Oracle Data Integrator Data Loads with ETL Tools
• Data Calculations

13. Setting Up Planning Security

• Planning Security: Overview
• User and Group Provisioning in Shared Services
• Assigning Access Permissions
• Exporting and Importing Access Permissions
• Creating Security Filters

14. Creating Forms

• Forms: Overview
• Creating Simple Forms
• Creating Composite Forms
• Exporting and Importing Forms

15. Enhancing Forms

• Creating Rolling Forecasts
• Modifying Rolling Forecast Variables
• Creating Menus
• Creating Formula Rows and Columns
• Building Validation Rules
• Specifying Advanced Settings and Setting Application Defaults
• Setting Up User Preferences
• Performing Grid Diagnostics

16. Entering Data in Planning

• Navigating Forms
• Submitting Data in Forms
• Filtering Data
• Sorting Data
• Spreading Data
• Adjusting Plan Data

17. Annotating and Analyzing Data

• Adding Annotations to Plan Data
• Clearing Cell Details
• Working with Ad Hoc Grids

18. Managing Business Rules

• Business Rules: Overview
• Determining Calculation Requirements
• Launching Calculation Manager
• Rule Components
• Creating Business Rules from Templates
• Creating Business Rules and Rule Sets
• Validating, and Deploying Business Rules and Rulesets
• Assigning Business Rule Security and Launching Business Rules

19. Setting Up the Approval Process

• Approval Process: 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

20. 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
• Working with Copy Data Options

21. Creating Task Lists

• Task Lists: Overview
• Navigating Task Lists
• Task List Creation Process
• Creating Task List Folders
• Printing Task List Reports