Oracle Hyperion Planning 11.1.2: Create & Manage Applications

  • Tuition USD $4,620
  • Reviews star_rate star_rate star_rate star_rate star_half 1066 Ratings
  • Course Code D64674GC50
  • Duration 5 days
  • Available Formats Classroom, Virtual

This Oracle Hyperion Planning 11.1.2: Create & Manage Applications - Self-Study Course teaches you how to manage metadata, create an application, add dimensions and members, import members, load data, set up security, create data forms, set up task lists and set up business rules. You'll also learn how to design and manage the budgeting process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units.

Learn To:

  • Manage Planning metadata.
  • Create Planning data forms and enter data.
  • Create Planning applications.
  • Set up security for Planning users, groups and dimensions.
  • Create dimensional structures.

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

Who Can Benefit

  • Administrator
  • Developer
  • End Users
  • Implementer
  • System Administrator
  • Technical Consultant


Suggested Prerequisite

  • Basic knowledge of Microsoft Windows
  • Working knowledge of Essbase recommended
  • Basic knowledge of planning and budgeting

Course Details


  • Planning Overview
    • Planning Architecture
    • Planning and Essbase
    • Planning Features
    • Oracle's Enterprise Performance Management System
  • Navigating Workspace
    • Opening Applications
    • Launching Workspace
    • Navigating in Planning
    • Workspace Overview
  • Dimensions Overview
    • Plan Types
    • Aggregation, Storage, and Calculation Options
    • Data Block Creation Process
    • Planning Dimensions
    • Methods for Creating Applications
  • Managing Dimensions with Performance Management Architect
    • Organizing Shared Library
    • Adding Currencies
    • Creating Members in Dimension Library
    • Creating Aliases
    • Managing Members
    • Application Creation Process
    • Navigating Performance Management Architect
    • Managing Dimensions
  • Setting Up the Period, Year, Scenario, and Version Dimensions
    • Creating Scenarios
    • Customizing Time Periods
    • Creating Versions
  • Setting Up the Entity Dimension
    • Adding and Modifying Entities
    • About Saving Dimensions
    • Entities Overview
    • Deleting Entities
  • Setting Up the Account Dimension
    • Account Types
    • Data Types and Exchange Rate Types
    • Saved Assumptions
    • Consolidation Order: Example
    • Creating Account Hierarchies
    • Consolidation Order
    • Accounts Overview
  • Creating User-Defined Elements
    • Adding Attributes
    • Adding User-Defined Attributes
    • Working with Smart Lists
    • User-Defined Dimensions
    • Creating Member Formulas
  • Loading Metadata from Files
    • Formatting Metadata Load Files
    • Metadata Load Files Overview
    • Loading Metadata into Shared Library
    • ERP Integrator Metadata Load Process
    • Loading Metadata
  • Creating Applications
    • Application Creation Process
    • Activating Dimension
  • 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


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

Creating Task Lists

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


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

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.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

The course on Redshift was excellent! As a DBA/DA I found there is a quite a bit of learning for Oracle professionals to move into AWS.

Very clean, great cafeteria and well sorted, very kind staff. The bathrooms have to be expanded as they might get crowded sometimes

The entire AWS Essentials Course was great! ExitCertified supplied everything we need ahead of time and all went smoothly.

Good training. Please include more labs if you can for better hands-on experience.

Great instructor and good class material. Labs were helpful and put together very well.

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  • Oct 26, 2020 Oct 30, 2020 (5 days)
    07:00 AM 15:00 PM PST
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