Transcription of Oracle Hyperion Financial Management Administration
1 Course Name: Oracle Hyperion Financial Management Administration Number:O-HFM-ADuration:5 DaysWho Should AttendPrerequisites System Administrators Basic Microsoft Windows skills Application Developers Knowledge of spreadsheets Project Managers Working knowledge of accounting IT SupportCourse InformationCourse Registration: 203-941-0714 orAdvance Preparation: Noneonline at Level: IntermediatePolicies: For information regarding cancellations, Delivery Method: Group Liverefunds, or other questions, contact us at 203-941-0714 or Hyperion Financial Management AdministrationCourse , Inc.
2 Is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Credit: 42 credits in Specialized Knowledge and ApplicationsThe Administration Training for Oracle Hyperion Financial Management (HFM) is designed to guide students through the typical steps required to build and administer HFM.
3 Students will develop and deploy HFM as an interactive case study that illustrates how to build a classic application and then convert it to EPM, thus addressing pertinent issues for both the administrator who is upgrading, and the new a general overview of HFM and EPM Architecture, the course focuses on creating applications and metadata. Fundamental metadata Management techniques are introduced. Students then set up the HFM dimensions. Hands-on workshops include defining applications and dimensions, maintaining alternate hierarchies, attributes, and importing/exporting data using data files, forms and and creating basic rules is then taught along with security.
4 Currency translation, intercompany reporting, process control, member and task lists are also addressed. Finally, building reports using Smart View and Hyperion Financial Reports is taught using the interactive case study. The course format consists of lecture plus exercises and Hyperion Financial Management Administration1 HFM OverviewOverviewHFM Data FlowHFM Task FlowEnterprise Performance Management OverviewOracle Hyperion EPM WorkspaceFoundation TierProduct TierApplication TierWeb TierHFM DimensionsEntity Dimension HierarchyPeriod Dimension HierarchyAccount Dimension HierarchiesFixed and Custom DimensionsFixed DimensionsCustom DimensionsHelp InformationBest Practices2 Dimension BuildObjectivesHyperion Financial Management Client OverviewDimension Build Application
5 ProfileDimension Build Metadata ManagerCreate and Modify Application ProfilesBuild Scenario DimensionBuild Entity DimensionBuild Account DimensionBuild Custom DimensionsBuild Currencies and Other Metadata ItemsCell Text LabelsDimension Build Metadata Driven Members (ICP & Value)Value DimensionValue Adjustment Members[None] Value MemberValue Dimension Consolidation ProcessBest PracticesCourse OutlineOracle Hyperion Financial Management AdministrationCourse OutlineOracle Hyperion Financial Management Administration3 Manage ApplicationsOverviewCreate an ApplicationDelete an Application from the Oracle WorkspaceManage Security.
6 Metadata and DocumentsOverviewManage SecurityManage MetadataExtract Security and MetadataManage DocumentsLoad Data Forms Oracle WorkspaceExtract Data Forms Oracle WorkspaceBest Practices4 Build DocumentsObjectivesData FormsKey Benefits of Data FormsData GridsKey Benefits of Data GridsBuild Data FormsForm DetailsPoint of View (POV)ColumnsRowsSpecial Fields in Row and Column Options PaneStyle and Custom Header StyleNo SuppressAdd MemberLinkForm Details PaneHeaders TabInsert Cell Text or DocumentsData Forms Suppress Rows, Columns, or BothSet the Point of View in Data FormsUse Data Forms to View and Enter DataData Forms ColorsEnter and Save DataSpread Data for a QuarterBuild Data GridsBuild a Data GridCourse OutlineOracle Hyperion Financial Management AdministrationChange Data Grid Layout and DisplayInsert Dimensions in Columns and RowsSelect Dimension Members for Columns and RowsSet the Point of ViewData Grids ColorsData Grids to Lock or Unlock DataManage OwnershipObjectivesOwnership ManagementManage Ownership GridDisplay OptionsActivePercent ConsolidationPercent OwnershipPercent
7 MinorityPercent ControlDirect Ownership PercentageConsolidation MethodBest Practices5 Manage Rules & DataObjectivesRulesCreate RulesDefine RoutinesCalculate() RoutineConditional StatementSequence of ExecutionReference to a Calculated or a Parent CellCircular Account References and Clearing MechanismsMember ListsManage DataOverviewLoad DataData Load FormatsData File FormatExchange Rate Input Data GridExchange Rate Load Data FileExtract DataCopy DataClear DataBest PracticesCourse OutlineOracle Hyperion Financial Management Administration6 HFM Default CalculationsOverviewConsolidationValue DimensionValue Adjustment Members[None]
8 Value MemberValue Dimension Consolidation ProcessTranslation ProcessIntercompany Elimination and Consolidation ProcessIntercompany OverviewIntercompany Metadata SetupIntercompany Elimination and ConsolidationIntercompany TransactionsOpen PeriodsView Intercompany TransactionsPost Intercompany TransactionsReport on Intercompany TransactionsRun Matching ReportsLoad Intercompany Transaction FilesExtract Intercompany Transaction FilesIntercompany Transaction Security RolesBest Practices7 Financial ReportingObjectivesSmart ViewSmart View RibbonAccess HFM Data in Smart ViewHFM RibbonsAd Hoc ReportingFree-Form Ad Hoc SpreadsheetsData Forms in Smart ViewExcel Formulas and Cell ReferencesSmart View ReportsSmart SlicesQuery DesignerCascade ReportsHyperion Financial ReportingFinancial Reporting StudioApply Conditional FormattingHyperion Financial Reporting (HFR)
9 ReportsCourse OutlineOracle Hyperion Financial Management AdministrationCreate BooksCreate and Schedule BatchesBest PracticesCreate Reports8 SecurityOverviewApplication Security ConsiderationsLaunch Shared ServicesSecurity Building BlocksSecurity Process OverviewProvision Groups with Roles Shared ServicesProvision Users to HFM Application RolesMaintain HFM SecurityCreate Security ClassesLoad Security ClassesCreate HFM ArtifactsProvision Security ClassesEPMA SecurityRun Security Reports for HFM ApplicationsEPMA SecurityEPMA RolesEPMA Levels of AccessHFM Desktop SecurityBest Practices9 Process ManagementObjectivesProcess Management OverviewProcess UnitsProcess StatesEnable Process ManagementPhased SubmissionSubmission GroupsSubmission PhasesSet Up Phased SubmissionsSet Application and Metadata AttributesAssign Validation Accounts to Submission PhasesSet Up Submission GroupsAssign Submission GroupsProcess Unit StatusProcess Control ToolbarCourse OutlineOracle Hyperion Financial Management AdministrationProcess Control PanelFilters and SortingView Status for Multiple Submission Phases and PeriodsValidate
10 Process UnitsValidation AccountsValidation Account DetailCalculate and Consolidate DataProcess Units and the Review CycleSubmission Phases and Review LevelsSelect Review Levels for PromotionEmail AlertsUse Data Grids to Review Process Unit HistoryProcess Level in Data GridsManage Process Unit Stages in Data GridsLock and Unlock Data Process Unit DataBest Practices10 Performance Management ArchitectObjectivesPerformance Management Architect OverviewPerformance Management Architect Key FeaturesStart Performance Management Architect WorkspacePrerequisites to Starting Performance Management ArchitectPerformance Management Architect WorkspacePerformance Management Architect Toolbar and File ButtonsPerformance Management Architect ToolbarPerformance Management Architect File MenuPerformance Management Architect Modules OverviewEPMA Process OverviewShared Services Security OverviewPerformance Management Architect Module Dimension LibraryDimension Library OverviewNavigate to the Dimension LibraryBuild and Maintain DimensionsDimension OverviewShared and Local DimensionsCreate New DimensionsCopy Dimension to Shared
