Oracle Hyperion Financial Mgmt 11.1.2: Create Manage Applications

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 dimensionsImport and export data and metadataCreate and deploy an applicationEnter data in data forms and data gridsEnter intercompany dataPerform data consolidationFor students new to Oracle Hyperion Financial Management, it is suggested that you view the Financial Management Overview Tutorial before attending class.

• Introduction to Financial Management
• Navigating in Financial Management
• Managing Dimensions with Performance Management Architect
• Importing Dimensions from a File
• Creating and Deploying Applications
• Configuring Accounts and Custom Dimensions
• Setting Up Entities, Calendars, and Scenarios
• Loading Data
• Entering Data Using Data Grids
• Creating Member Lists in Financial Management
• Managing Rules With Calculation Manager
• Setting Up Security
• Creating Data Forms
• Managing Task Lists
• Entering Intercompany Data
• Adjusting Data with Journals
• Translating Data
• Running Consolidations
• Managing the Review Cycle Using Process Management
• Sharing Data Using Data Synchronization
• Analyzing Data Using Smart View

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Gedetailleerde onderwerpenlijst

Hieronder vind u een gedetailleerd overzicht met onderwerpen die in de cursus Oracle Hyperion Financial Mgmt 11.1.2: Create Manage Applications behandeld zullen worden:

• Introduction to Financial Management
• About Oracle′s Enterprise Performance Management Suite
• Financial Management Solution
• Financial Consolidation, Reporting, Analysis and Product Components
• Financial Management Architecture
• Navigating in Financial Management
• Logging On to Workspace
• Financial Management Applications Overview
• Opening Applications
• Navigating Financial Management
• Managing Documents
• 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
• Importing Dimensions 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
• Formatting Data Load Files
• Loading Data Files
• Extracting Data
• Exporting Data with Extended Analytics
• Copying and Removing Data
• Entering Data Using Data Grids
• 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
• 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
• Setting Up Security
• About Levels of Security
• Provisioning User and Group Security
• Application Settings for Security
• Data Access and Document Access
• Assigning Access to Security Classes
• Running Security Reports
• Loading and Extracting Security
• Creating Data Forms
• About Data Forms
• Accessing the Form Builder
• Defining the Point of View
• Defining Columns and Rows
• Formatting Columns and Rows
• Exporting Data to Spreadsheets
• Managing Task Lists
• About Task Lists
• Creating Task Lists
• Adding Items to Task Lists
• Organizing Task List Items
• Entering Intercompany Data
• Intercompany Transactions Overview
• Intercompany Elimination Process
• Setting Up Entities and Accounts for Intercompany Data
• Creating and Running Intercompany Matching Reports
• Formatting Intercompany Reports with Oracle BI Publisher
• Adjusting Data with Journals##Journals Overview
• Opening Periods for Journal Entry
• Setting the Point of View
• Journal Balance Types
• Creating Journal Templates and journals
• Entering Journal Data
• Managing the Journals Review Process
• Creating and Running Journal Reports
• Translating Data
• Data Translation Overview
• Entering Exchange Rates
• Checking Translation Status
• Translating Data in Data Grids
• Custom Translations Overview
• Running Consolidations
• Consolidation Process Overview
• Managing Ownership Percentages
• Checking Consolidation Status
• Consolidating Data
• Setting Up Organization by Period
• Managing the Review Cycle Using Process Management
• Process Management Overview
• Enabling Process Management
• Managing Phased Submission
• Viewing Process Units
• Validating Process Units
• Moving Process Units Through the Review Cycle
• Locking and Unlocking Data
• Sharing Data Using Data Synchronization
• Data Synchronization Overview
• Creating Mapping Tables
• Creating Data Synchronizations
• Filtering and Mapping Dimensions
• Viewing Data Flows
• Scheduling and Running Data Synchronizations
• Analyzing Data Using Smart View
• Smart View Overview
• Connecting to a Data Source
• Viewing Data with the Ad Hoc Analysis Tool
• Displaying Cell Text and Calculation Status
• Creating Free-Form Worksheets
• Entering Data by Using Data Forms
• Calculating, Translating, and Consolidating Data in Smart View
• Functions in Smart View

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