Oracle Hyperion Financial Management 11.1.1: Create Manage Applications

Course Details
Code: D62953
Tuition (USD): $2,220.00 $2,109.00 • Self Paced
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Course Details
GSA (USD): $1,901.25 • Self Paced

This course teaches you how to create and manage applications using Financial Management. You create an application, enter data, and adjust and view data using data grids and data forms.

You also enter and process journals and inter-company data, deploy rules, calculate and consolidate data, manage the review and approval process of financial data, and apply system security to Financial Management data.

Learn To:
  • Create accounts, entities, scenarios, and custom dimensions
  • Import and export data and metadata
  • Create and deploy an application
  • Enter data in data forms and data grids
  • Enter intercompany data
  • Perform data consolidation


Skills Gained

  • Import and export data and metadata
  • Create and deploy applications
  • View and enter data by creating Web data forms and grids
  • Create and deploy rules and calculate data
  • Enter inter-company transactions and make adjustments using journals
  • Perform data consolidation
  • Manage the financial review cycle using Process Management
  • Create the metadata structure, including accounts, entities, scenarios, and custom dimensions
  • Synchronize data between applications
  • Set up security, including users, groups, security classes, and access rights

Who Can Benefit

  • Application Developers
  • System Analysts

Prerequisites

  • Basic Excel or Lotus 1-2-3 skills
  • Viewing the 1 hour Fin Mgmt Overview Tutorial is suggested
  • Basic accounting concepts
  • Basic Microsoft Windows skills

Course Details

Introduction to Financial Management

  • About Enterprise Performance Management
  • Financial Management Solution
  • Financial Consolidation, Reporting, Analysis and Product Components
  • Financial Management Architecture

Navigating in Financial Management

  • Financial Management Components
  • About Workspace and Workspace Navigation
  • Metadata and Dimensions
  • Setting the Point of View

Managing Dimensions with Performance Management Architect

  • Dimension Library
  • Creating Dimensions
  • Creating Dimension Members
  • Property Value Inheritance
  • Creating Alternate Hierarchies
  • Managing Members
  • Working With Grid Editor
  • Setting Up Languages

Loading Metadata from a File

  • About Metadata Load Files
  • Formatting Metadata Load Files
  • Setting Up Dimensions
  • Managing Languages
  • Loading Metadata
  • Viewing Job Status
  • Loading Metadata with Interface Tables

Creating and Deploying Applications

  • Creating Applications
  • Working with Local and Shared Dimensions
  • Configuring Application Settings
  • Deploying Application Process
  • Validating Applications
  • Deploying Applications
  • Viewing Job Status
  • Lifecycle Management Overview

Configuring Accounts and Custom Dimensions

  • About Accounts and Custom Dimensions
  • Setting Up Account Types and Hierarchies
  • Setting Up Accounts and Custom Dimensions
  • Auditing Account Data
  • Intercompany Account and Other Account Properties

Setting Up Entities, Calendars, and Scenarios

  • Setting up Entities
  • Setting Up Calendars
  • Setting Up Scenarios

Loading Data

  • Data Load Files
  • Line-Item Detail Section
  • Changing Column Order
  • Loading Data Files
  • Extracting Data
  • Exporting Data with Extended Analytics
  • Copying and Removing Data

Entering Data Using Data Grids

  • About Data Grids and Accessing Data Grids
  • Changing the Grid Layout and Display
  • Selecting Members
  • Saving Grid Settings
  • Entering Data and Filling Multiple Cells
  • Spreading and Calculating Data
  • Adding Cell Text and Line-Item Detail

Creating Member Lists in Financial Management

  • About Member Lists
  • System and User-Defined Member Lists
  • Creating Member Lists
  • Identifying Member Lists in a File
  • Creating Static Member Lists
  • Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
  • Loading and Extracting Member Lists

Managing Rules With Calculation Manager

  • Calculation Manager Overview
  • Creating Formulas
  • Creating Rules
  • Creating Rule Sets
  • Deploying Rules
  • Importing and Exporting Calculation Manager Objects

Provisioning Users and Groups

  • About Levels of Security
  • Provisioning User and Group Security

Assigning Access to Data and Documents

  • Application Settings for Security
  • Data Access and Document Access
  • Security Classes
  • Assigning Access to Security Classes
  • Running Security Reports
  • Security Load Files
  • Loading and Extracting Security

Creating Data Forms

  • About Data Forms
  • Accessing the Form Builder
  • Defining the Point of View
  • Defining Columns and Rows
  • Setting Row and Column Options
  • Exporting Data to Spreadsheets

Creating Task Lists in Financial Management

  • About Task Lists
  • Creating Task Lists
  • Adding Items to Task Lists
  • Organizing Task List Items
  • Managing Task Lists

Entering Intercompany Data

  • About Intercompany Transactions
  • Intercompany Account Balances
  • Elimination Process
  • Plug Accounts
  • Intercompany Eliminations and the Value Dimension
  • Setting Up Entities and Accounts for Intercompany Data
  • Creating and Running Intercompany Matching Reports

Adjusting Data with Journals

  • About Journals and Journal Benefits and Adjusting Data
  • Journals Review Process and the Value Dimension
  • Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
  • Creating Journal Templates and Journal Balance Types
  • Creating Journals and Entering Journal Data
  • Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report
  • Setting Journal Report Properties and Selecting Columns and Filters
  • Saving Journal Reports Locally and Remotely

Running Consolidations

  • Consolidation Process
  • Entering Consolidation Information Using Ownership Management
  • Running Consolidations
  • Checking Consolidation Status
  • Data Translation
  • Entering Exchange Rates
  • Organization by Period
  • Setting Up Organization by Period

Managing the Review Cycle Using Process Management

  • About Process Control: Process Units and Process States
  • Process Control Security Roles
  • Enabling Process Control and Phased Submissions
  • Accessing Process Units and Viewing Unit Status
  • Process Control Panel Display Options
  • Process Unit Validation and Validation Accounts
  • Review Cycle and Review History
  • Locking and Unlocking Data

Sharing Data Using Data Synchronization

  • About Data Synchronization
  • Creating Mapping Tables
  • Creating Data Synchronizations
  • Filtering and Mapping Dimensions
  • Viewing Data Flows
  • Scheduling and Running Data Synchronizations

Analyzing Data Using Smart View

  • About Smart View
  • Smart View Installation and Components
  • Connecting to a Data Source
  • About the Ad Hoc Analysis Tool: Adding Formulas and Formatting
  • Creating Free-Form Worksheets
  • Entering Data With Web Data Forms
  • Functions in Smart View