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Training Course:

Hyperion Smart View for Financial Management

School/Trainer:

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:

'' Smart View enables business users to access and analyze data from various Hyperion data sources. In this course, you learn how to use Smart View to query, consolidate, and analyze data from Financial Management applications. You learn how to create ad hoc queries, free-form grids, and advanced reports. You also learn how to enter and submit data using data forms. You then learn how to embed dynamic data points into Microsoft Office documents, and to retrieve and submit data using functions. Finally, you learn how to import Reporting and Analysis content into Excel, Word, and PowerPoint. Exercises provide hands-on practice.

Prerequisites
Familiarity with Financial Management concepts and terms
Familiarity with Microsoft Excel, Word, and PowerPoint
Delegates will learn how to
Import Financial Management data into Microsoft Office documents
Retrieve and submit data using Smart View functions
Enter and analyze Financial Management data using Smart View


Course outline
Introduction to Smart View

Smart View Overview
Installing Smart View
Smart View Excel Interface
Smart View and Hyperion Retrieve
Data Source Providers
Managing Database Connections with Connection Manager


Entering Data using Data Forms

Associating a Data Source with a Worksheet
Data Forms Overview
Selecting a Data Form
Selecting Multiple Data Forms
Selecting Members in Data Forms
Adjusting Data Values
Creating Excel Formulas and Cell References in Data Forms
Submitting Data


Analyzing Data Using the Ad Hoc Analysis Tools

Creating Ad Hoc Grids
Adding Dimensions
Keeping and Removing Dimensions
Creating Ad Hoc Grids using Member Selections
Managing the Point of View using the POV Manager
Setting Smart View Options
Viewing Qualified Names for Members
Displaying Duplicate Member Names


Creating Advanced Financial Management Reports

Creating and Executing Queries with Query Designer
Valid and Invalid Free-form Grids
Creating Reports in Free-form Mode
Resolving Member Names in Free-form Grids
Formatting Free-form Reports
Leveraging Excel Formulas in Free-form Grids


Embedding Dynamic Data Points

Embedding Data in Word and PowerPoint
Viewing the POV for Data Points in Word and PowerPoint
Changing the POV in Word and PowerPoint
Managing the POV for Multiple Applications


Retrieving and Submitting Data Using Functions

Functions Overview
Creating Functions using Function Builder
Creating Functions Manually
Editing and Refreshing Functions
Identifying Common Function Error Codes
Setting the POV in POV Manager


Importing Reporting and Analysis Documents into Microsoft Office

Integration Overview
Import Formats
Importing Financial Reporting Documents
Importing Web Analysis Documents
Editing and Refreshing Reporting and Analysis Documents


Appendix A: Customizing Worksheets with the VBA Toolkit

Customization Overview
Working with Smart View VBA Functions
Customizing VBA Functions ...''

Elements of this syllabus are subject to change.

Please go to the school's official website for training price and schedule:
http://www.qa.com/

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,

Search other schools for Hyperion Smart View for Financial Management training resources.




Other training courses offered by QA Ltd.:

Hyperion Financial Management 4
Hyperion Financial Reporting for Financial Management
Hyperion Financial Reporting for Essbase and Planning
Hyperion Interactive Reporting: Design Advanced Reports
Hyperion Interactive Reporting: Design Reports and Dashboards
Hyperion Master Data Management Administration
Hyperion Planning for Interactive Users
Hyperion Planning Installation and Configuration
Hyperion Smart View for Essbase
Hyperion Web Analysis: Design Reports
AIX 5L TCP/IP I: Configuring
AIX Basics
AIX Jumpstart for UNIX Professionals
AIX System Administration I: Implementation
AIX System Administration II: Problem Determination
AIX System Administration III: Performance Management
AIX System Administration IV: Storage Management
AIX System Administration V: Work Load Manager


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