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Oracle Hyperion Planning 11.1.2: Create Manage Applications

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In this course, you learn 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. In addition, you learn how to design and manage the budgeting process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises and a case study provide you with hands-on practice.Learn To: Manage application securityCreate data formsDefine budgeting processes

Doelgroep cursus Oracle Hyperion Planning 11.1.2: Create Manage Applications

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Voorkennis

Wij adviseren onderstaande voorkennis:

  • Basic knowledge of Microsoft Windows

Doel

  • Create EPMA Planning applications

Onderwerpen cursus Oracle Hyperion Planning 11.1.2: Create Manage Applications

De cursus Oracle Hyperion Planning 11.1.2: Create Manage Applications behandelt de volgende onderwerpen:

    • Planning Overview
    • Navigating Workspace
    • Dimensions Overview
    • Managing Dimensions with Performance Management Architect
    • Setting Up the Period, Year, Scenario, and Version Dimensions
    • Setting Up the Entity Dimension
    • Setting Up the Account Dimension
    • Creating User-Defined Elements
    • Loading Metadata from Files
    • Creating Applications
    • Deploying Applications
    • Setting Up Exchange Rates
    • Provisioning Users and Groups for Planning
    • Creating Data Forms
    • Entering Data in Planning
    • Adjusting and Annotating Plan Data
    • Managing Business Rules
    • Creating Process Management Validation Rules
    • Managing the Approval Process
    • Creating Task Lists
    • Migrating Applications and Artifacts
    • Setting Up Classic Applications

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Gedetailleerde onderwerpenlijst cursus Oracle Hyperion Planning 11.1.2: Create Manage Applications

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

    • Planning Overview
      • Oracle′s Enterprise Performance Management System
      • Planning Features
      • Planning Architecture
      • Planning and Essbase
    • Navigating Workspace
      • Workspace Overview
      • Launching Workspace
      • Opening Applications
      • Navigating in Planning
    • Dimensions Overview
      • Methods for Creating Applications
      • Plan Types
      • Planning Dimensions
      • Data Block Creation Process
      • Aggregation, Storage, and Calculation Options
    • Managing Dimensions with Performance Management Architect
      • Navigating Performance Management Architect
      • Application Creation Process
      • Managing Dimensions
      • Creating Members in Dimension Library
      • Managing Members
      • Organizing Shared Library
      • Creating Aliases
      • Adding Currencies
    • Setting Up the Period, Year, Scenario, and Version Dimensions
      • Customizing Time Periods
      • Creating Scenarios
      • Creating Versions
    • Setting Up the Entity Dimension
      • Entities Overview
      • About Saving Dimensions
      • Adding and Modifying Entities
      • Deleting Entities
    • Setting Up the Account Dimension
      • Accounts Overview
      • Account Types
      • Saved Assumptions
      • Data Types and Exchange Rate Types
      • Creating Account Hierarchies
      • Consolidation Order
      • Consolidation Order: Example
    • Creating User-Defined Elements
      • User-Defined Dimensions
      • Adding Attributes
      • Creating Member Formulas
      • Adding User-Defined Attributes
      • Working with Smart Lists
    • Loading Metadata from Files
      • Metadata Load Files Overview
      • Formatting Metadata Load Files
      • Loading Metadata
      • ERP Integrator Metadata Load Process
      • Loading Metadata into Shared Library
    • Creating Applications
      • Application Creation Process
      • Application Criteria
      • Creating Applications with Application Creation Wizard
      • Adding Dimensions from Shared Library
      • Adjusting Performance Settings
      • Setting Up Data Type Evaluation Order
      • Activating Dimension Associations
    • Deploying Applications
      • Deployment Process
      • Validating Applications
      • Deploying Applications to a Planning Server
      • Redeploying Applications
      • Setting Planning Properties
    • Setting Up Exchange Rates
      • Currencies and Exchange Rates
      • Creating Exchange Rate Tables
      • Generating Currency Conversion Calculation Scripts
    • Provisioning Users and Groups for Planning
      • Planning Security Overview
      • User and Group Provisioning Overview
      • Setting Up Users and Groups
      • Printing Provisioning Reports
    • Creating Data Forms
      • Creating Simple and Composite Data Forms
      • Exporting and Importing Data Forms
      • Creating Formula Rows and Columns
      • Building Validation Rules
      • Processing Cells for Validation
      • Setting Up Custom Messaging
    • Entering Data in Planning
      • Navigating Data Forms
      • Submitting Data in Data Forms
      • Filtering Data
      • Sorting Data
      • Spreading Data
    • Adjusting and Annotating Plan Data
      • Adjusting Plan Data
      • Adding Annotations to Plan Data
      • Performing Ad Hoc Actions on Data Forms
      • Calculating Data in Data Forms
    • Managing Business Rules
      • Business Rules Overview
      • Assigning Calculation Manager Security
      • Determining Calculation Requirements
      • Launching Calculation Manager
      • Setting Up Business Rules
      • Validating and Deploying Rules
      • Creating Business Rules from Templates
      • Creating and Deploying Rulesets
    • Creating Process Management Validation Rules
      • Building Process Management Validation Rules
      • Adding Process Management Validation Messages and Color Cues
      • Updating the Promotional Path with Process Management Validation Rules
      • Validation Rule Evaluation and Precedence
      • Verifying and Enabling Process Management Validation Rules
      • Attribute Based Process Management Validation Rules
    • Managing the Approval Process
      • Planning Unit Process States
      • Reviewer Actions
      • Impact of Entity Hierarchy on the Review Process
      • Managing the Review Cycle
      • Copying Data Between Versions
      • Copying Relational Data for Dimensional Hierarchies
      • Clearing Cell Details
    • Creating Task Lists
      • Task Lists Overview
      • Navigating Task Lists in Basic Mode
      • Navigating Task Lists in Advanced Mode
      • Task List Creation Process
      • Printing Task List Reports
    • Migrating Applications and Artifacts
      • Lifecycle Management Overview
      • About Artifacts
      • Application and Artifact Migration Process
      • Migration Scenarios
      • Automating Migration Tasks
      • Running the Lifecycle Management Utility
      • Accessing and Viewing Migration Status Reports
      • Viewing Audit Reports
    • Setting Up Classic Applications
      • Classic Planning Application Set Up Process
      • Building Dimension Hierarchies
      • Setting Up Attributes
      • Creating Alias Tables
      • Smart List Creation Process
      • Setting Up UDAs
      • Loading Metadata and Data into Classic Applications
      • Exporting and Importing Data Forms

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