Hyperion Financial Reporting for Financial Management

QA Ltd.
Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' This course is designed to teach you how to create and manage reports with Financial Reporting, and use Financial Management as the data source. You create reports, report objects, books, and batches; format reports; and add auto calculations and functions. You also learn to manage items in the repository and define permissions for report items. Exercises help you practice the skills taught.

This course will assist in preparation for the Hyperion Certification exam Hyperion Financial Management 9.3 Administrator II to earn your Hyperion Financial Management 9.3 Administrator Certified Associate.



Prerequisites
Basic Microsoft Windows skills
Basic knowledge of Financial Management data sources
Delegates will learn how to
Format reports
Define auto calculations and functions in a report
Create books and batches to generate reports
Set permissions for report items
Describe Financial Reporting architecture and client-server components
View reports and set related preferences in Workspace
Create reports and report objects (grids, text boxes, charts, images, and templates)
Apply member selection by using members, lists, and functions for rows, columns, and pages


Course outline


Financial Reporting Overview

Hyperion Business Performance Management Overview
System 9 Overview
System 9 Components
Financial Reporting Features and Architecture
Financial Management Data Sources


Navigating Reports in Workspace

Workspace Overview
Setting Preferences
Browsing the Repository
Previewing and Printing Reports
Integrating Reports into Microsoft Office Applications


Navigating Reports in Financial Reporting Studio

Financial Reporting Studio Overview
Opening Reports
Previewing and Printing Reports


Creating Basic Reports

Report Creation Overview
Creating Reports and Grids
Selecting Members for Rows and Columns
Setting the Point of View
Adding Rows or Columns
Saving Reports


Applying Advanced Member Selections

Selecting Members by Using Lists
Selecting Members by Using Functions
Selecting Multiple Members by Using Expressions
Selecting Members for the Page Axis


Customizing Grids

Selecting Database Connections in Reports
Attaching Documents to Reports
Displaying Line-Item Details
Setting Up Expansions to Display Detail Data
Adding Related Content Links to Reports


Formatting Cells and Grids

Formatting Cells
Formatting Grids
Suppressing Data
Applying Conditional Formatting in Grids
Setting Up Pages


Creating Report Objects

Adding Text Boxes and Images
Saving Report Objects
Inserting Saved Report Objects
Designing Headers and Footers
Designing Row and Column Templates


Creating Charts

Charts Overview
Chart Types
Designing Charts
Formatting Charts


Adding Text Functions

Text Functions Overview
Inserting Text Functions
Common Text Functions


Adding Auto Calculations and Mathematical Functions

Auto Calculations Overview
Mathematical Functions
Mathematical Operators in Expressions
Formulas Overview
Common Mathematical Functions


Creating Books and Batches

Previewing and Printing Books
Changing the Book Point of View
Creating Books
Creating and Scheduling Batches
Scheduling Bursting Options
Monitoring Batch Schedules


Managing Items in the Repository

Creating E-Mail Links
Managing Repository Items
Managing Database Connections
Setting Permissions for Repository Items ...''

Elements of this syllabus are subject to change.

Phone:0844 871 2080

School Address:

TEL: 0844 871 2080
E-mail us: info@qa.com

Jobs & Resumes: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Houses & Roommates: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Travel Agencies: Birmingham, Bristol, Edinburgh, Leeds, London, Manchester,

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