hyperion financial management 9.3.1 for interactive users

reportsource education centre
london, london, United Kingdom

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

Course Description:

'' duration

3 days

audience

business analysts
sales consultants

prerequisites

familiarity with basic microsoft windows skills
knowledge of spreadsheets
familiarity with the data source, hyperion financial management, relational or sap-bw, for the reports

course objectives

navigate financial management
enter and calculate data
create journal entries and enter inter-company data
consolidate data and manage the financial review cycle
analyze and enter data using smart view
view, create, and format reports using financial reporting
add text and mathematical functions to reports using financial reporting

course outline and topics

introduction to financial management:

about financial management
product components
financial management architecture
related hyperion products

navigating financial management:

logging on to workspace
accessing financial management from workspace
managing folders
creating favorites
removing favorites

viewing and entering data using data grids:

opening data grids
changing grid layouts
entering and spreading data
adding cell text and line item detail
viewing data from hyperion fdm

loading data:

data load files
loading options
copying data
data synchronization
removing data

adjusting data with journals:

journals
opening periods for journal entries
creating journal templates
creating journals

entering data in data forms:

accessing data forms
entering data in data forms
calculating data
linking forms
adding members to data forms
suppressing data
exporting data to excel

processing and reporting journals:

managing the journal review process
processing journals
viewing adjusted data in data grids
generating journal reports

eliminating intercompany balances:

intercompany transactions
creating intercompany reports

managing intercompany transactions:

intercompany transactions module
entering intercompany transactions
matching and posting intercompany transactions

running consolidations:

financial management business process
translating financial data
utilizing consolidation and the value dimension

managing review cycles using process control:

process management
managing process unit status
locking and unlocking data

analyzing data using smart view:

smart view
connecting to data sources
ad hoc analysis tools
calculating, translating, and consolidating data

entering data in smart view:

opening and navigating data forms
adjusting and spreading data values
working with formulas and cell references in data forms
submitting data

retrieving & submitting data using functions in smart view:

functions in smart view
creating functions
pov manager
retrieving and submitting data
importing reports and functions into
microsoft office
smart tags
conversion utility

navigating financial reports in workspace:

financial reporting features
security overview
about financial reporting web client
setting preferences
browsing the repository
previewing reports
printing reports and snapshots
integrating reports into microsoft office applications

navigating financial reporting studio:

financial reporting studio overview
opening reports
previewing and printing reports
creating basic reports
creating grids
selecting members for rows and columns
setting the point of view

formatting cells and grids:

formatting cells
formatting grids
suppressing data
applying conditional formatting in grids

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 function errors
common text functions

adding auto calculations and mathematical functions:

auto calculations overview
mathematical functions
mathematical operands in expressions
formulas overview
common mathematical functions

printing multiple reports with books:

books overview
previewing and printing books
changing the book pov
creating books
changing the appearance of books
collating the5? of contents by member selection ...''

Elements of this syllabus are subject to change.

Phone:0207 614 8050

School Address/Venue(s):

4 broadgate

Jobs & Resumes: london
Houses & Roommates: london
Travel Agencies: london

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