Oracle Hyperion Financial Management 11.1.1 for Interactive Users

Course Details
Code: D69125
Tuition (USD): $1,332.00 $1,265.40 • Self Paced
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Course Details
GSA (USD): $1,140.75 • Self Paced

This course teaches you how to enter, view, consolidate, and manage your financial information in Financial Management. You work with a completed application to learn how to enter and view data, and create and enter journal entries and intercompany transactions. You create and view reports in Financial Reporting, execute business calculations, perform consolidations, and analyze data in Smart View. Exercises provide hands-on practice.

Learn To:
  • Create and post journal entries
  • Run business calculations
  • Translate and consolidate data
  • Analyze data with Smart View
  • Create reports with Financial Reporting
  • Enter data

* This course is also suitable for customers using Hyperion Financial Management 9.3.1.

Skills Gained

  • Navigate Financial Management
  • Enter and calculate data
  • Create journal entries
  • Enter intercompany data
  • Consolidate data
  • Analyze and enter data in Smart View
  • Create reports in Financial Reporting


  • Basic Microsoft Windows skills
  • Basic Excel or Lotus 1-2-3 skills
  • Basic accounting concepts
  • Familiarity with the data source, Financial Management, relational, or SAP-BW, for the reports

Course Details

Introduction to Financial Management

  • Oracle Enterprise Performance Management Suite
  • Benefits of Financial Management
  • Features of Financial Management
  • Products bundled with Financial Management
  • Financial Management Architecture
  • Related Oracle Products

Navigating Financial Management

  • Business Tasks in a Reporting Cycle
  • Financial Management Components
  • Managing Workspace
  • Opening Applications
  • Financial Management User Interface
  • Managing Documents

Loading Data

  • Data Load Files
  • Loading Data from a file
  • Extracting Data
  • Copying Data
  • Removing Data

Entering Data in Data Forms

  • Working with Data Forms
  • Entering Data
  • Calculating Data
  • Accessing Linked Forms
  • Exporting to and importing from Spreadsheet
  • Retrieving Data from Financial Data Quality Management

Adjusting Data with Journals

  • Journals Overview
  • Opening and Closing Periods for Journal Entries
  • Creating Journal Templates
  • Creating Journals
  • Entering Journal Data

Processing and Reporting Journals

  • Journal Review Process Overview
  • Managing Journals
  • Viewing Journal Adjustments
  • Creating and Printing Journal Reports
  • Formatting Journal Reports with Oracle BI Publisher

Eliminating Intercompany Balances

  • Intercompany Transactions Overview
  • Creating Intercompany Matching Reports
  • Sending Email Alerts from an Intercompany Report

Running Consolidations

  • Financial Management Business Process
  • Consolidation Overview
  • Checking Calculation Status
  • Translating Data
  • Consolidating Children by Percentages
  • Consolidating Data

Managing the Review Cycle with Process Control

  • Process Management Overview
  • Viewing Process Unit Status
  • Calculating and Consolidating Data
  • Moving Process Units Through the Review Cycle
  • Managing Process Units in Data Grids
  • Locking and Unlocking Data

Analyzing Data with Smart View

  • Smart View Overview
  • Connecting to Data Sources
  • Viewing and Analyzing Data with the Ad Hoc Analysis Tool
  • Creating Free-form Worksheets
  • Calculating, Translating, and Consolidating in Smart View
  • Presenting Financial Management Data in Word and PowerPoint

Entering Data by Using Data Forms in Smart View

  • Opening Data Forms in Smart View
  • Navigating Data Forms
  • Selecting Members in Smart View Data Forms
  • Adding Member Functionality to Imported Data Forms
  • Working with Formulas and Cell References
  • Submitting Data

Retrieving and Submitting Data by Using Functions in Smart View

  • Functions in Smart View
  • Creating Functions
  • Setting the Point of View
  • Importing Reports and Functions
  • Converting Books

Navigating Financial Reports in Workspace

  • Financial Reporting in Workspace
  • Opening and Previewing Reports
  • Searching for Items
  • Printing Reports and Snapshots
  • Changing the Point of View
  • Integrating Reports into Microsoft Office Applications

Navigating Financial Reporting Studio

  • Accessing Financial Reporting Studio
  • Opening Reports
  • Previewing and Printing Reports

Creating Basic Reports

  • Report Creation Overview
  • Creating Reports
  • Selecting Members for Rows and Columns
  • Setting the Point of View
  • Adding Rows or Columns
  • Saving Reports

Formatting Cells and Grids

  • Formatting Cells
  • Formatting Grids
  • Suppressing Data
  • Applying Conditional Formatting in Grids
  • Setting Up Pages

Creating Report Objects

  • Report Objects Overview
  • Creating Text Boxes
  • Adding Images
  • Inserting Saved Report Objects
  • Linked Object Properties
  • Creating 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
  • Common Text Functions

Adding Auto Calculations and Mathematical Functions

  • Working with Auto Calculations
  • Mathematical Functions
  • Mathematical Operators in Expressions
  • Creating Formulas
  • 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

Printing Multiple Reports with Books

  • Books Overview
  • Previewing and Printing Books
  • Changing the Book POV
  • Creating Books
  • Changing the Appearance of Books
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