Hyperion Planning for Interactive Users

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 use Planning. The course includes an overview of Planning features, capabilities, and its relationship with Analytic Services. You create data forms and task lists, enter and adjust data, set up calculations, and move a plan through the budget review-and-approval process. You learn how to create management-quality reports with Financial Reporting or Web Analysis*. Exercises provide hands-on practice.

Prerequisites
Required Prerequisites:

Basic knowledge of Excel or Lotus 1-2-3
Basic knowledge of planning and budgeting
Familiarity with concepts of client-server applications
Basic knowledge of Microsoft Windows
Suggested Prerequisites:

Basic knowledge of Excel or Lotus 1-2-3
Basic knowledge of planning and budgeting
Familiarity with concepts of client-server applications
Basic knowledge of Microsoft Windows


Delegates will learn how to
Navigate Workspace to access Planning, Financial Reporting or Web Analysis
Create and test data forms
Enter and adjust data in Planning and Smart View
Set up and test business rules
Move plans through a budget review cycle
Discuss Planning capabilities


Course outline


Planning Overview

Enterprise Performance Management
Product Components
User Roles
Planning
Planning and Essbase


Navigating Workspace

Launching Workspace
Workspace User Interface
Opening Applications
Navigating in Planning


Planning Dimensions and Data Storage Overview

Planning Required and User-Defined Dimensions
Dense and Sparse Dimensions
Factors that Impact Calculations


Creating Data Forms and Folders

Data Forms and Folders Overview
Data Form Elements
Creating Folder Structures for Data Forms
Data Form Requirements
Composite Data Forms
Printing Data Form Definition Reports
Assigning Access Rights to Data Forms


Customizing Data Forms

Adding Menus to Data Forms
Managing User Variables
Setting Up User Preferences


Entering Data

Submitting Data in Data Forms
Spreading Data
Adjusting and Annotating Data
Calculating Data in Data Forms
Entering Data with Smart Lists
Navigating Data Forms with Menus


Entering Data Using Smart View

Smart View Overview
Planning and Smart View
Offline Planning Overview
Taking Data Forms Offline


Creating Business Rules

Business Rules Overview
Navigating Business Rules
Business Rules Creation Process
Launching Business Rules
Printing Business Rules


Building Runtime Prompts for Business Rules

Runtime Prompts Overview
Adding Runtime Prompts


Adding Formulas to Business Rules

Business Rules Formula Overview
Building Formulas for Business Rules
Specifying Data Conditions
Managing Business Rules


Managing the Approval Process

Process Management Overview
Planning Units
Managing the Review Cycle for Planning Units
Copying Data Between Versions


Creating Task Lists

Task Lists Overview
Navigating Task Lists
Task Lists Creation Process
Working with Task List Folders
Building Task Lists
Assigning Access to Task Lists
Validating Task Lists
Reporting on Task Lists


Financial Reporting Overview

Financial Reporting Features
Data Sources for Financial Reporting
Financial Reporting Studio
Working with Financial Reporting Studio


Navigating Reports in Workspace

Workspace Overview
Setting Preferences
Browsing the Repository
Searching for Items
Previewing Reports
Changing Page Members
Printing Reports and Snapshots
Integrating Reports into Microsoft Office Applications


Creating Basic Reports

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


Formatting Cells and Grids

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


Creating Report Objects

Report Objects Overview
Creating Text Boxes
Adding Images
Saving Report Objects
Inserting Saved Report Objects
Linked Object Properties
Designing Headers and Footers


Adding Text Functions

Text Functions Overview
Inserting Text Functions in Text Boxes
Inserting Text Functions in Headings and Text Cells
Creating Dynamic Values with the Current Keyword
Displaying the Row and Column IDs
Displaying Text Functions Errors
Common Text Functions


Adding Auto Calculations and Mathematical Functions

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


Setting Up Books

Books Overview
Previewing and Printing Books
Changing the Book Point of View
Creating Books
Changing the Appearance of Books


Reviewing Planning Data with Web Analysis

Web Analysis Architecture
Key Benefits of Web Analysis
Key Concepts
Navigating Between Open Items
Navigating Web Analysis Studio
Accessing Help
Workspace and Web Analysis Studio Tasks


Creating Web Analysis Documents

Creating Documents in Web Analysis Studio
Setting Format Options
Creating Chart Views
Creating Documents in Workspace ...''

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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