Hyperion Financial Management 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 enter, view, consolidate, and manage financial information using the features of Financial Management. You work with a completed application to learn how to enter and view data and create and perform journal entries and inter-company transactions. You execute business calculations, perform consolidations, and analyze data using Smart View; and create and view reports using Financial Reporting. Finally, you put your new skills to work by completing hands-on exercises developed for the course content.



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


Delegates will learn how to
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
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


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


Adjusting Data with Journals

Journals
Opening Periods for Journal Entries
Creating Journal Templates
Creating Journals


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 the Table of Contents by Member Selection ...''

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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