hyperion financial management 9.3.1 create & manage applications

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

5 days

audience

application developers
system analysts

prerequisites

basic excel or lotus 1-2-3 skills
basic accounting concepts
basic microsoft windows skills

course objectives

import and export data and metadata
create and deploy applications
view and enter data by creating web data entry forms and grids
load a financial management rules file and calculate data
enter inter-company transactions and make adjustments using journals
perform data consolidation
manage the financial review cycle using process management
create the metadata structure, including accounts, entities, scenarios, and custom dimensions
synchronize data between applications
set up security, including users, groups, security classes, and access rights

course outline and topics

introduction to financial management:

about enterprise performance management
financial management solution
financial consolidation, reporting, analysis and product components
financial management architecture

navigating in financial management:

financial management components
about workspace and workspace navigation
metadata and dimensions
setting the point of view

managing dimensions with bpm architect:

bpm architect dimension library
adding dimensions to master view
creating dimension members
property value inheritance
creating alternate hierarchies
managing members
creating associations between dimensions
setting up languages

loading metadata from a file:

about metadata load files
formatting metadata load files
setting up dimensions
managing languages
loading metadata
viewing job status
loading metadata with interface5?s

configuring accounts and custom dimensions:

about accounts and custom dimensions
setting up account types and hierarchies
setting up accounts and custom dimensions
auditing account data
intercompany account and other account properties

setting up entities, calendars, and scenarios:

setting up entities
setting up calendars
setting up scenarios

creating application views and deploying applications:

creating application views
configuring application settings
setting document attachment limits
configuring hyperion fdm drill downs
deploying application process
comparing and validating application views
deploying application views
viewing job status

loading data:

data load files
line-item detail section
changing column order
loading data files
extracting data
exporting data with extended analytics
copying and removing data

rule basics:

about rules and rules syntax
rule types and rules files
objects and functions in rules
assigning values to accounts
account expressions
setting values for multiple accounts
subcubes, data retrieval, and rules
loading and extracting rules

entering data using data grids:

about data grids and accessing data grids
changing the grid layout and display
selecting members for dimensions
selecting members
saving grid settings
entering data and filling multiple cells
spreading and calculating data
adding cell text and line-item detail

creating member lists in financial management:

about member lists
system and user-defined member lists
creating member lists
identifying member lists in a file
creating static member lists
creating dynamic member lists for the
entity dimension and other dimensions
loading and extracting member lists

provisioning users and groups:

about levels of security
provisioning user and group security

assigning access to data and documents:

application settings for security
data access and document access
security classes
assigning access to security classes
running security reports
security load files
loading and extracting security

creating data forms:

about data forms
accessing the form builder
defining the point of view
defining columns and rows
setting row and column options
exporting data to spreadsheets

creating task lists in financial management:

about task lists
creating task lists
adding items to task lists
organizing task list items
managing task lists

entering intercompany data:

about intercompany transactions
intercompany account balances
elimination process
plug accounts
intercompany eliminations and the value dimension
setting up entities and accounts for intercompany data
creating and running intercompany matching reports

adjusting data with journals:

about journals and journal benefits and adjusting data
journals review process and the value dimension
multiple journal postings, accessing journals and opening periods for journal entry
creating journal templates and journal balance types
creating journals and entering journal data
creating, previewing, running and viewing adjustments with the entity details report
setting journal report properties and selecting columns and filters
saving journal reports locally and remotely

running consolidations:

consolidation process and percentages
entering consolidation information using ownership management
running consolidations
checking consolidation status
data translation
entering exchange rates
organization by period
setting up organization by period

managing the review cycle using process management:

about process control: process units and process states
process control security roles
enabling process control and phased submissions
accessing process units and viewing unit status
process control panel display options
process unit validation and validation accounts
review cycle and review history
locking and unlocking data
sharing data using data synchronization
about data synchronization
creating mapping5?s
creating data synchronizations
filtering and mapping dimensions
viewing data flows
scheduling and running data synchronizations

analysing data using smart view:

about smart view
smart view installation and components
connecting to a data source
about the ad hoc analysis tool: adding formulas and formatting
creating free-form worksheets
entering data with web data forms
functions in smart view ...''

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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