About this course

Course code TPD68035GC20
Duration 3 Days

This course will teach you create forms, manage task lists, enter and adjust data and execute calculations in Planning. You'll also learn how to manage the approval process, which includes moving a plan through the budget review-and-approval process.Learn To:Discuss Planning capabilities, Planning’s relationship with Essbase and dimension requirements.Navigate Workspace to access Planning and Financial Reporting.Create and test forms and ad hoc grids.Enter, adjust and analyze data in Planning and Smart View.Set up and test business rules.Set up and implement task lists.Create reports to analyze planning results.Enter and adjust plan and forecast data.Create forms and ad hoc grids.Analyze data in Smart View.Create production quality reports.Pre-Class Recommended TutorialFor students new to Oracle Hyperion Planning, we recommend that you view the Planning Overview Tutorial before attending class.Live Virtual Class FormatA 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.


  • Planning and budgeting conceptMS Windows knowledgeMS Excel knowledgeClient-server concept

Delegates will learn how to

  • Navigate Workspace to access Planning and Financial Reporting
  • Create and test forms and ad hoc grids
  • Enter, adjust, and analyze data in Planning and Smart View
  • Test business rules
  • Manage the approval process
  • Manage task lists
  • Create reports to analyze planning results
  • Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirements


Introduction to Planning

  • Oracle Hyperion Planning
  • Planning Architecture
  • Planning Business Process
  • Planning Business Scenario

Navigating EPM Workspace

  • EPM Workspace: Overview
  • Launching EPM Workspace
  • EPM Workspace User Interface
  • Setting General Preferences
  • EPM Workspace Navigate Menu
  • Opening Applications
  • Navigating in Planning

Introduction to Applications and Dimensions

  • Planning Application Overview
  • Application Framework
  • Planning Dimensions
  • Required Dimensions
  • Dimension Hierarchies
  • Aggregation, Storage, and Calculation Options
  • Planning Security Overview

Creating Forms

  • Forms Overview
  • Creating Simple Forms
  • Creating Composite Forms
  • Folder and Form Access

Enhancing Forms

  • Rolling Forecasts
  • Creating Menus
  • Creating Formulas Rows and Columns
  • Building Validation Rules
  • Setting Up User Preferences

Entering Data in Planning

  • Navigating Forms
  • Submitting Data in Forms
  • Filtering Data
  • Sorting Data
  • Spreading Data
  • Adjusting Plan Data

Annotating and Analyzing Data

  • Adding Annotations to Plan Data
  • Clearing Cell Details
  • Analyzing Data with Ad Hoc Grids

Calculating with Business Rules

  • Business Rules Overview
  • Adding Business Rules to Menus
  • Adding Menus with Business Rules to Forms
  • Adding Business Rules to Forms
  • Launching Business Rules from Planning Forms
  • Launching Business Rules from the Planning Tools Menu

Managing the Approval Process

  • Approvals Overview
  • Updating the Promotional Path with Validation Rules
  • Approvals Dashboard
  • Planning Unit Approval States and Reviewer Actions
  • Impact of Entity Hierarchy on the Review Process
  • Managing the Review Cycle
  • Viewing and Resolving Validation Errors
  • Copying Data Between Versions

Managing Task Lists

  • Task Lists Overview
  • Task List Creation Process
  • Editing Task Lists
  • Working with Task Lists
  • Completing Task Lists and Tasks
  • Printing Task List Reports

Introduction to Smart View

  • Smart View Overview
  • Connecting to Data Sources
  • Setting Smart View Options
  • Entering Data in Smart View Forms

Analyzing Data in Smart View

  • Analyzing Budget Data with Ad Hoc Grids
  • Creating Ad Hoc Grids
  • Presenting Planning Data in Word and PowerPoint
  • Managing Planning Data Offline
  • Managing Approvals
  • Copying Versions

Introduction to Financial Reporting

  • Financial Reporting Functionality
  • Financial Reporting Data Sources
  • Previewing Reports
  • Setting Preferences
  • Printing Reports and Snapshots
  • Designing Reports in Reporting Studio
  • Opening, Previewing, and Printing Reports from Reporting Studio
  • Integrating Reports into Microsoft Office Applications

Creating Basic Reports

  • Reports Creation Overview
  • Creating Reports and Grids
  • Selecting Members for Grids
  • Setting the Point of View
  • Adding Rows and Columns
  • Saving Reports

Setting Up Report Details

  • Formatting Cells and Grids
  • Suppressing Data
  • Applying Conditional Formatting in Grids
  • Changing Page Settings
  • Displaying Detail
  • Changing Page Settings
  • Reports Objects Overview
  • Designing Headers and Footers

Adding Text Functions

  • Text Functions Overview
  • Creating Dynamic Values with the Current Keyword
  • Displaying Row and Column IDs
  • Displaying Text Function Errors
  • Common Text Functions

Adding Math Functions

  • Report Calculation Overview
  • Applying Mathematical Functions and Properties
  • Creating Formulas
  • Common Mathematical Functions

Creating Books

  • Books Overview
  • Changing the Book POV
  • Creating Books in EPM Workspace
  • Modifying the Table of Contents
  • Previewing and Printing Books

3 Days


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.

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The course is available on 1 different dates.

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