oracle hyperion planning 11.1.1 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

functional implementer
forms developer
administrator

prerequisites

basic knowledge of planning and budgeting
working knowledge of essbase recommended
basic microsoft windows skills
basic microsoft excel or lotus 1-2-3 skills

course objectives

load data into planning applications
set up security for users, groups, and members
create data forms and enter data
set up and test business rules
review budget data by using process management
migrate application artifacts
create planning applications

course outline and topics

planning overview and navigating workspace:

oracle’s enterprise performance management system
planning architecture
planning and essbase
launching workspace
workspace user interface
workspace navigate menu
opening applications
navigating in planning

creating dimensions overview:

planning dimensions
required and user-defined dimensions
dense and sparse dimensions
creating data blocks
selecting aggregation, data storage
and calculation options

managing dimensions with performance management architect:

creating applications using performance management architect
adding dimensions to shared library
working with shared and local dimensions
creating and managing members
creating associations between dimensions
working with grid editor
adding currencies and aliases
automating performance management architect tasks

setting up the period, scenario, and version dimension:

creating time periods
period and year dimensions
dynamic time series members
creating scenarios
creating versions

setting up the entity dimension:

entity members and plan types
currency value for entities
adding and modifying entities
saving dimensions
deleting entities

setting up the account dimension:

account types
creating account hierarchies

creating user-defined elements:

user-defined dimensions
creating attributes
assigning attribute values
member formula overview
creating smart lists

loading metadata from a file:

metadata load files overview
formatting load files
loading metadata process
best practices
loading metadata from interface5?s

creating applications:

application creation process
plan for application setup
setting up application components
selecting dimensions
configuring application settings
adding dimensions from shared library
activating dimension associations
adjusting performance settings

deploying applications:

deployment process
validating applications
comparing applications
deploying applications
redeploying applications

setting up exchange rates:

currencies and exchange rates
exchange rates5?s overview
creating exchange rate5?s
exchange rates and the ha?rates dimension
generating currency conversion calculation scripts

loading data and calculating data:

data loads
data calculations
loading data using administration services
creating data load rules
staging data with interface5?s
loading data using etl tools

provisioning users and groups and setting up access rights:

planning security overview
user and group provisioning overview
provisioning users and groups
user roles
generating provisioning reports
assigning access rights
importing access rights
creating security filters

creating data forms and folders:

data forms and folders overview
data forms and folders overview
setting up data forms
creating composite data forms
printing data form definition reports
assigning access rights to data forms
assigning data form folder security

customizing data forms:

exporting and importing data forms
menus
setting up custom messaging
specifying advanced settings
managing user variables
setting up user preferences

entering data:

submitting data in data forms
launching dimension editor from 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
working with smart view
working with ad hoc analysis
working offline

creating business rules:

business rules and calculation manager overview
business rules creation process
assigning calculation manager security
determining calculation requirements
launching calculation manager
setting up business rules
validating and deploying rules
assigning launch access and launching business rules

managing business rules and adding variables and formulas:

templates overview
creating custom-defined templates
creating business rules with templates
creating rulesets
validating and deploying business rulesets
creating variables
setting up runtime prompt variables
creating formula components

managing the approval process and creating task lists:

managing the review cycle for planning units
copying data between versions
clearing cell details
copying data
navigating task lists
building task lists
assigning access to task lists
validating task lists and reporting on task lists

managing application lifecycles:

lifecycle management overview
artifacts
viewing and searching for artifacts
viewing lcm reports

building and setting up classic applications:

classic application creation process
configuring data sources in classic application wizard
working with classic application wizard
building member hierarchies
modifying member properties
creating alias5?s and smart lists, and setting up member formulas and udas
loading metadata, and data into classic applications and importing data forms
creating business rules for classic applications
...''

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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