About this course

Course code TPD64664GC40
Duration 5 Days

This Oracle Hyperion Financial Mgmt 11.1.2: Create Manage Applications training teaches you how to create and manage applications using Financial Management. Expert Oracle University instructors will take you through the process of creating an application, entering data and adjusting and viewing data using data grids and data forms.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.Create application metadata.Deploy applications.Load data from external systems.Secure data.Translate and consolidate data.Manage the review process.Benefits to YouDrive your organization's efficiencies, manage risk and drive sustainable growth. Use your new skills to create and deploy an application and perform data consolidation to improve profitability. Enter Process JournalsYou'll also learn how to enter and process journals and inter-company data, deploy rules and calculate and consolidate data. See how to manage the review and approval process of financial data and apply system security to Financial Management data.Recommended New Student TutorialFor students new to Oracle Hyperion Financial Management, it is suggested that you view the Financial Management Overview Tutorial before attending class.Please NoteThis course is designed for customers using Oracle Hyperion Financial Management 11.1.2.2 or 11.1.2.3. This course is not suitable for customers using Oracle Hyperion Financial Management 11.1.2.1 or earlier.A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Prerequisites

  • Basic accounting conceptsView the one hour Financial Management Overview TutorialBasic Microsoft Windows skillsBasic Excel skills

Delegates will learn how to

  • Perform data consolidation
  • Import and export data and metadata
  • Create and deploy an application
  • View and enter data by creating data forms and grids
  • Create and deploy rules and calculate data
  • Enter inter-company transactions and make adjustments using journals
  • 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

Outline

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
  • Selecting Memberst
  • 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

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
  • Creating Classic Applications

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
  • Copying and Removing Data

Entering Data Using Data Grids

  • Accessing Data Grids
  • Setting Up the Grid Layout and Display
  • Saving Grid Settings
  • Entering Data
  • Spreading and Calculating Data
  • Adding Cell Text and Line-Item Detail
  • Using Data Grids in Smart View

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 Designer
  • Defining the Point of View
  • Defining Columns and Rows
  • Formatting Columns and Rows
  • Using Data Forms in Smart View

Creating and 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
  • Journal Balance Types
  • Creating Journal Templates and JJournals
  • Enter Data in Journals
  • Managing the Journals Review Process
  • Creating and Running Journal Reports
  • Managing Journals in Smart View

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

Managing and Migrating Applications

  • Viewing Logged On Users
  • Logging Users Off the System
  • Adding Years to Applications
  • Configuring Application Modules and System Settings
  • MIgrating Financial Management Applications
  • Migrating Performance Management Architect Artifacts
  • Migrating User, Groups, and Security Access
  • Creating Application Snap Shots

Analyzing Data Using Smart View

  • Smart View Overview
  • Connecting to a Data Source
  • Viewing Data with the Ad Hoc Analysis Tool
  • Suppressing Data
  • Formatting Data
  • Calculating, Translating, and Consolidating
  • Creating Analyses Using Query Builder

5 Days

Duration

This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

The course is available on 2 different dates.

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