Oracle Hyperion Planning 11.1.2: Create Manage Applications (11.1.2.4)

  • Tuition USD $4,620 GSA  $3,853.90
  • Reviews star_rate star_rate star_rate star_rate star_half 839 Ratings
  • Course Code HY-PCM-APP
  • Duration 5 days
  • Available Formats Virtual, Classroom

This Hyperion Planning 11.1.2.4 training will teach you how to create and administer Planning applications. You'll learn how to manage metadata and add dimensions and members.

Learn To:

  • Create and deploy planning applications.
  • Manage metadata by adding and importing dimensions and members.
  • Load data.
  • Set up security for users, groups, and members.
  • Create and customize forms, menus, and task lists.
  • Migrate application artifacts.
  • Set up and test business rules.
  • Set up and manage the approval process.

Benefits to You

Optimize your organization’s resources by linking strategic, financial, and operational business plans. Align your organization using your new skills to efficiently plan, budget and forecast with Oracle Hyperion Planning.

Design and Manage the Approval Process

Enrolling in this course will also help you develop the knowledge and skills to design and manage the approval process. This includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises, along with a case study, give you hands-on practice to solidify your understanding. By investing in this training, you’ll learn how to create a planning application using the Simplified Interface.

Recommended New Student Tutorial

For students new to Oracle Hyperion Planning, consider viewing the Planning Overview Tutorial before attending class.

This course covers Planning 11.1.2.4.0

Skills Gained

  • Create and deploy Planning applications
  • Manage metadata and data
  • Set up security for users
  • groups
  • and members
  • Create and customize forms
  • menus
  • and task lists
  • Migrate application artifacts
  • Verify application setup
  • Set up and test business rules
  • Set up and manage the approval process

Prerequisites

  • Basic knowledge of business modeling
  • Knowledge of Essbase administration
  • Basic knowledge of Microsoft Windows
  • Basic knowledge of financial planning and budgeting concepts

Course Details

Introduction to Planning

  • Oracle Hyperion Planning
  • Planning Architecture
  • Planning Business Process
  • Planning Business Scenario

Navigating Planning

  • Interface: Overview
  • Launching the Simplified Interface

Introduction to Applications and Dimensions

  • Planning Application: Overview
  • Application Framework
  • Planning Dimensions
  • Aggregate Storage Databases
  • Data Block Creation Process
  • Aggregation, Storage, and Calculation Options

Creating Planning Applications

  • Application Creation Process
  • Managing Data Sources
  • Creating Simple Applications
  • Creating Advanced Applications
  • Refreshing Essbase Databases
  • Adding Plan Types

Managing Dimensions

  • Building Dimension Hierarchies
  • Performance Settings and Data Type Evaluation Order
  • Accessing Dimensions Information
  • Managing Dimensions in the Simplified Interface
  • Managing Dimensions in EPM Workspace
  • Managing Dimensions in Smart View

Setting Up Aliases, Currencies, Years, and Periods

  • Creating Aliases
  • Adding Currencies
  • Customizing Time Periods

Setting Up Scenarios and Versions

  • Scenarios and Versions
  • Creating Scenarios
  • Creating Versions

Loading Metadata

  • Metadata Load Options
  • Creating Metadata Load Files
  • Exporting Metadata
  • Importing Metadata
  • DRM Metadata Load Process
  • Application Management

Creating User-Defined Elements

  • Creating Member Formulas
  • User-Defined Dimensions
  • Attribute Dimensions
  • Adding User-Defined Attributes
  • Smart Lists: Overview
  • Enabling the Simplified Interface
  • Customizing Interface Appearance

Setting Up Exchange Rates

  • Currencies and Exchange Rates
  • Creating Exchange Rate Tables
  • Currency Conversion Calculation Scripts

Loading and Calculating Data

  • Data Load Options
  • Managing Planning Data
  • Exporting Data
  • Importing Data
  • FDMEE Data Load Process
  • Data Calculations

Setting Up Planning Security

  • Planning Security: Overview
  • User and Group Provisioning in Shared Services
  • Specifying Advanced Settings
  • Assigning Access Permissions

Creating Forms

  • Forms: Overview
  • Form Components
  • Creating Simple Forms
  • Creating Composite Forms
  • Exporting and Importing Forms

Enhancing Forms

  • Creating Complex Forms
  • Specifying Application Settings
  • Specifying User Variables
  • Setting Individual Display Options
  • Creating Menus
  • Creating Formula Rows and Columns
  • Building Validation Rules

Entering Data in Planning

  • Navigating Forms
  • Submitting Data in Forms
  • Filtering Data
  • Sorting Data
  • Spreading Data
  • Adjusting Plan Data

Annotating and Analyzing Data

  • Adding Annotations to Plan Data
  • Clearing Cell Details
  • Working with Ad Hoc Grids

Managing Business Rules

  • Business Rules: Overview
  • Determining Calculation Requirements
  • Launching Calculation Manager and Rule Components
  • Managing Views
  • Creating Business Rules and Rule Sets
  • Validating and Deploying Rules
  • Assigning Business Rule Security
  • Launching Business Rules

Managing the Approval Process

  • Approvals Dashboard
  • Planning Unit Approval States
  • Reviewer Actions
  • Impact of Entity Hierarchy on the Review Process
  • Managing the Review Cycle
  • Viewing and Resolving Validation Errors
  • Copying Data Between Versions
  • Copying Data

Creating Task Lists

  • Task Lists: Overview
  • Navigating Task Lists
  • Task List Creation Process

Appendices

  • A: Creating Applications in Performance Management Architect
  • Case Study

Creating Task Lists

  • Task Lists: Overview
  • Navigating Task Lists
  • Task List Creation Process

Appendices

  • A: Creating Applications in Performance Management Architect
  • Case Study

How do I enroll?

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You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Great training provided. One suggestion is mail out printed copy of course material and exercises to participants.

Good course that covers all aspects of DB2. Gives very good starting point to enable anyone to work efficiently within DB2 environment.

Sean Mohseni was a superb instructor. He was very knowledgeable about the material and test environment. His demeanor was kind and approachable and i would highly recommend him.

Well structured, easy to understand exercises. Some are more complex and need more context in order to fully understand.

Thank you for the opportunity which let me enjoy the Core Spring class. Looking forward for more classes

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  • Oct 26, 2020 Oct 30, 2020 (5 days)
    Location
    Virtual
    Language
    English
    Time
    07:00 AM 15:00 PM PST
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