Oracle Hyperion Planning

Module 1: Introduction to Planning

• Planning Overview
• Planning Architecture Overview
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• Planning Business Process Overview
• Planning Business Scenario

Module 2: Navigating Workspace

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

Module 3: Dimensions Overview

• Plan Types
• Planning Dimensions
• Data Block Creation Process
• Aggregation, Storage, and Calculation Options

Module 4: Creating and Managing Dimensions in Performance Management Architect

• Navigating Performance Management Architect
• Managing Dimensions
• Creating Members in Dimension Library
• Managing Members
• Creating Associations Between Dimensions
• Organizing Shared Library
• Working with Grid Editor

Module 5: Importing Metadata

• Metadata Load Options
• Formatting Metadata Load Files
• Creating Import Profiles
• Staging Metadata with Interface Tables
• ERP Integrator Metadata Load Process
• Importing Metadata with Lifecycle Management

Module 6: Creating Applications

• Methods for Creating Appliations
• Application Creation Process
• Application Criteria
• Creating Appliations with Application Creation Wizard
• Adding Dimensions from Shared Library

Module 7: Setting Up Alias, Period, Year, Scenario, Version, and Currency Dimensions

• Creating Aliases
• Customizing Time Periods
• Creating Scenarios
• Defining Versions
• Adding Currencies

Module 8: Setting Up Entity and Account Dimensions

• Entities Overview
• Adding and Modifying Entities
• Accounts Overview
• Account Types
• Saved Assumptions
• Data Types and Exchange Rates
• Creating Account Hierarchies
• Consolidation Order

Module 9: Creating User-Defined Elements

• User-Defined Dimensions
• Adding Attributes
• Creating Member Formulas
• Adding User-Defined Attributes
• Working with Smart Lists

Module 10: Deploying Applications

• Deployment Process
• Preparing Applications for Deployment
• Validating Applications
• Deploying Applications to a Planning Server
• Redeploying Applications
• Setting Planning Properties

Module 11: Provisioning Users and Groups for Planning

• Planning Security Overview
• User and Group Provisioning Overview
• Provisioning Users and Groups
• Generating Provisioning Reports

Module 12: Customizing Data Forms

• Data Form Customization
• Exporting and Importing Data Forms
• Creating Menus
• Creating Formula Rows and COlumns
• Building Validation Rules
• Setting Up Custom Messaging
• Specifying Advanced Settings
• Setting Up User Preferences

Module 13: Creating and Managing Business Rules

• Business Rules Overview
• Assigning Business Rule Security
• Launching Calculation Manager
• Setting Up Business Rules
• Validating and Deploying Business Rules
• Launching Business Rules
• Creating, Validating, and Deploying Rulesets
• Creating Business Rule Variables and Formulas

Module 14: Managing the Approval Process

• Planning Unit Process States
• Reviewer Actions
• Impact of Entity Hierarchy on the Approval Process
• Managing the Review Cycle
• Copying Data Between Versions
• Copying Relational Data for Dimensional Intersections
• Clearing Cell Details

Module 15: Setting Up Classic Applications

• Classic Planning Application Set Up Process
• Building Dimension Hierarchies
• Setting Up Attributes
• Creating Alias Tables
• Smart List Creation Process
• Setting Up UDAs
• Loading Metadata and Data into Classic Applications
• Exporting and Importing Data Forms