About this course

Course type Essentials
Course code OCHPCMA
Duration 5 Days

This Hyperion Planning 11.1.2 training will teach you how to create and administer Planning applications. You'll learn how to manage metadata and add dimensions and members.

Learn To:
Create and deploy planning applications.
Manage metadata by adding and importing dimensions and members.
Load data.
Set up security for users, groups, and members.
Create and customize forms, menus, and task lists.
Migrate application artifacts.
Set up and test business rules.
Set up and manage the approval process.

Benefits to You

Optimize your organization’s resources by linking strategic, financial, and operational business plans. Align your organization using your new skills to efficiently plan, budget and forecast with Oracle Hyperion Planning.

Design and Manage the Approval Process

Enrolling in this course will also help you develop the knowledge and skills to design and manage the approval process. This includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises, along with a case study, give you hands-on practice to solidify your understanding. By investing in this training, you’ll learn how to create a planning application using the Simplified Interface.

Recommended New Student Tutorial

For students new to Oracle Hyperion Planning, consider viewing the Planning Overview Tutorial before attending class.

This course covers Planning 11.1.2

Audience

System Administrator
Developer
Implementation Consultant
Technical Consultant
Functional Implementer
Technical Administrator
Administrator

Prerequisites

Required Prerequisites:

  • Basic knowledge of business modeling
  • Basic knowledge of Microsoft Windows
  • Basic knowledge of financial planning and budgeting concepts

Suggested Prerequisites:

  • Knowledge of Essbase administration

Delegates will learn how to

  • Create and deploy Planning applications
  • Manage metadata and data
  • Set up security for users, groups, and members
  • Create and customize forms, menus, and task lists
  • Migrate application artifacts
  • Verify application setup
  • Set up and test business rules
  • Set up and manage the approval process

Outline

Introduction to Planning

  • Oracle Hyperion Planning
  • Planning Architecture
  • Oracle Exalytics: Overview
  • Planning Business Process
  • Planning Business Scenario

Navigating EPM Workspace

  • EPM Workspace: Overview
  • Launching EPM Workspace
  • Opening Applications
  • Navigating in Planning

Introduction to Applications and Dimensions

  • Planning Application: Overview
  • Application Framework
  • Planning Dimensions
  • Data Block Creation Process
  • Aggregation, Storage, and Calculation Options

Creating Applications in Planning Administration

  • Planning Administration Overview
  • Application Creation Process
  • Creating Applications with Planning Application Administration
  • Managing Applications and Data Sources
  • Managing Data Sources
  • Managing Essbase Databases
  • Refreshing Essbase Databases
  • Managing Plan Types

Managing Dimensions

  • Building Dimension Hierarchies
  • Performance Settings and Data Type Evaluation Order
  • Setting Up Dimension Hierarchies
  • Managing Member Hierarchies

Setting Up Aliases, Currencies, Years, and Periods

  • Creating Aliases
  • Adding Currencies
  • Customizing Time Periods

Setting Up Scenarios and Versions

  • Scenarios and Versions
  • Creating Scenarios
  • Creating Versions

Setting Up the Entity and Account Dimensions

  • Entities: Overview
  • Adding Entities
  • Deleting Entities
  • Accounts: Overview
  • Account Types
  • Time Balance Properties
  • Saved Assumptions
  • Data Types and Exchange Rate Types

Loading Metadata

  • Metadata Load Options
  • Loading Metadata with Planning Outline Load
  • Loading Metadata with the Outline Load Utility
  • FDMEE Metadata Load Process
  • Lifecycle Management

Creating User-Defined Elements

  • Creating Member Formulas
  • User-Defined Dimensions
  • Attribute Dimensions
  • Adding User-Defined Attributes
  • Smart Lists: Overview

Setting Up Exchange Rates

  • Currencies and Exchange Rates
  • Creating Exchange Rate Tables
  • Generating Currency Conversion Calculation Scripts

Loading and Calculating Data

  • Data Load Options
  • Loading Data Values with Administration Services
  • Managing Data with Outline Load Utility
  • FDMEE Integrator Data Load Process
  • Oracle Data Integrator: Data Loads with ETL Tools
  • Data Calculations

Setting Up Planning Security

  • Planning Security: Overview
  • User and Group Provisioning in Shared Services
  • Assigning Access Permissions
  • Exporting and Importing Access Permissions
  • Creating Security Filters

Creating Forms

  • Forms: Overview
  • Form Components
  • Creating Simple Forms
  • Creating Composite Forms
  • Exporting and Importing Forms

Enhancing Forms

  • Creating Rolling Forecasts
  • Creating Menus
  • Creating Formula Rows and Columns
  • Building Validation Rules
  • Specifying Advanced Settings
  • Setting Application Defaults
  • Setting Up User Preferences
  • Setting Individual Display Options

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
  • Working with Ad Hoc Grids

Managing Business Rules

  • Business Rules: Overview
  • Determining Calculation Requirements
  • Launching Calculation Manager
  • Rule Components
  • Templates: Overview
  • Creating Business Rules with Templates
  • Creating Business Rules and Rule Sets
  • Validating and Deploying Rules

Setting Up the Approval Process

  • Approvals: Overview
  • Creating Planning Unit Hierarchies
  • Assigning Scenario and Version Combinations
  • Synchronizing Planning Unit Hierarchies
  • Exporting and Importing Planning Unit Hierarchies
  • Updating the Promotional Path with Validation Rules

Managing the Approval Process

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

Creating Task Lists

  • Task Lists: Overview
  • Navigating Task Lists
  • Task List Creation Process
  • Printing Task List Reports

Appendices

  • A: Creating Applications in Performance Management Architect
  • B: Working with Dimensions In Smart View
  • Case Study

Essentials

5 Days

Duration
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0345 074 7998 or email us at info@qa.com to discuss how we can help.

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