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Hyperion Financial Management Training in BTM Layout

Home/Hyperion Financial Management Training in BTM Layout
Hyperion Financial Management Training in BTM Layout 2018-04-25T18:04:15+00:00

Session : 1 – Overview of Hyperion Financial Management

  • Explain financial reporting concepts
  • Describe HFM structure and design concepts a high level
  • Creating Applications — Profile and Metadata — Classic
  • Create an application profile and application
  • Create the application profile
  • Manage, Load and Extract metadata
  • Build a Chart of Accounts
  • Describe and specify values for commonly used properties
  • Describe and specify values for commonly used application settings
  • Describe and implement dimensionality

Session : 2 – EPM Architect

  • Explain advantages and disadvantages of using EPMA versus “classic” HFM
  • Describe EPMA components
  • Define and maintain dimensions using EPMA
  • Create and maintain application using EPMA
  • Deploy applications
  • se data synchronization to move data between EPMA-based applications Data

Session : 3 – Loading and Analysis

  • Load data into an application with native format files
  • Load data into an application using alterna tive approaches
  • Copy and clear data from HFM application

Session : 4 – HFM Rules & Calculation Manager

  • Create and maintain calculations in HFM
  • Define and invoke subroutines
  • Define and use variables
  • Define and invoke functions

Creating and Building Lists

  • Create member lists.
  • Use member lists.
  • Load and Extract member lists.

Session : 5 – Shared Services

  • Explain Security and Lifecycle Management
  • Describe security structure (i.e. users/groups, roles, and classes) in HFM
  • Provision users and groups
  • Create and assign classes
  • Manage users, groups and classes in a classic HFM application via extract/load
  • Use Lifecycle Management Services to move artifacts from one application to another

Session : 6 – HFM Administration

  • Copy classic HFM applications
  • Perform application management tasks using the HFM Administration menu
  • Implement process control
  • Perform HFM tuning and optimization

Session : 7 – HFM End User Basics

  • Use task lists
  • Use data grids
  • Use data entry forms
  • Use Journals

Session : 8 – HFM End User Advance Functions

  • Implement intercompany reporting in HFM
  • Financial Reporting Studio
  • Explain and use the basic features of Financial Reporting Studio
  • Explain and use relationship functions in report creation
  • Use end user report functionality and features
  • Supporting Tools of FM
  • Financial Data Quality Management
  • Other – Extended Analytics

Session : 9 – Planning Overview

  • Describe the main features of Hyperion System 9 Planning
  • Describe the product architecture of Hyperion System 9 Planning
  • Describe the relationship between Hyperion System 9 Planning and Hyperion System 9 BI+ Analytic Services

Session : 10 – Navigating Workspace

  • Describe the user interface components
  • Access Planning through Workspace
  • Navigate the Planning Web client

Session : 11 – Creating Dimensions Overview

  • Identify required dimensions
  • Identify user-defined dimensions
  • Describe dense and sparse dimensions
  • Describe data block creation
  • Set up aggregation, data storage, and calculation options

Session : 12 – Managing Dimensions with BPM Architect

  • Describe BPM Architect
  • Navigate BPM Architect
  • Manage Dimensions
  • Create Dimension Members
  • Edit Member Properties
  • [Data Types (Dates, Text)]
  • Create Property Associations
  • Add and modify currencies

Session : 13 – Setting Up the Period, Scenario, and Version Dimensions

  • Describe Planning time periods
  • Customize time periods
  • Create scenarios
  • Create versions

Session : 14 – Setting up the Entity Dimension

  • Add entity members to the Entity dimension
  • Modify entity members in the Entity dimension
  • Delete entity members in the Entity dimension
  • Setting Up the Account Dimension
  • Describe account types and consolidation order
  • Create account hierarchies

Session : 15 – Creating User-Defined Elements

  • Create Alias Tables
  • Create user-defined dimensions
  • Create attributes and assign attribute values
  • Describe member formulas
  • Add member formulas in Analytic Administration Services
  • Create Smart Lists

Session : 16 – Loading Metadata from a File

  • Format metadata load files
  • Map dimensions and dimension properties
  • Create Profiles
  • Load and extract Metadata
  • Creating Application Views
  • Create Application Views
  • Add dimensions to Application Views
  • Configure application properties
  • Remove members

Session : 17 – Deploying Applications

  • Validate application views
  • Compare application views
  • Deploy applications
  • Activate and register Planning using the Configuration Utility
  • Review Planning application in Analytic Administration Services (???)
  • Test Application Deployments
  • Redeploy Applications

Session : 18 – Setting up Exchange Rates

  • Create exchange rate tables
  • Enter exchange rate values
  • Generate currency conversion calculation scripts

Session :19 – Loading and Calculating Data Overview

  • Describe the requirements for data load files
  • Describe data load rules
  • Describe how data is calculated within dimensions

Session : 20 – Loading Data

  • Load data using the staging area
  • Create load rules for data files for Analytic Services
  • Load data using Analytic Administration Services
  • Modify performance settings

Session : 21 – Provisioning Users and Groups

  • Describe security in Planning
  • Describe user provisioning in Shared Services
  • Provision users and groups for Planning
  • Generate provisioning reports

Session : 22 – Setting Up Access Rights to Planning Applications

  • Assign access rights in Dimension Editor
  • Import access rights
  • Create security filters

Session : 23 – Creating Data Forms and Folders

  • Create data forms and folders
  • Print data form definition reports
  • Assign access rights to data forms
  • Associate Custom Menus to Data Forms
  • Export and import data forms

Session : 24 – Customizing Data Forms

  • Create Custom Menus
  • Specify application default settings
  • Manage user variables
  • Set up user preferences

Session : 25 – Entering Data

  • Enter and submit data in data forms
  • Adjust and annotate plan data
  • Calculate data in data forms
  • Enter data by using Smart Lists
  • Navigate data forms by using Custom Menus

Session : 26 – Entering Data in Smart View

  • Describe Smart View
  • Enter, adjust, calculate, and analyze data with Smart View
  • Modify planning data offline

Creating Business Rules

  • Describe Business Rules and capabilities
  • Navigate Administration Console to design business rules
  • Create business rules
  • Launch business rules from Planning
  • Print business rules

Session : 27 – Building Run-Time Prompts for Business Rules

  • Describe Runtime Prompts
  • Create Runtime Prompts

Session : 28- Adding Formulas to Business Rules

  • Identify the four formulas included with Business Rules
  • Build formulas for business rules
  • Manage Business Rules
  • Planning Process Management
  • Explain the planning process
  • Describe planning units
  • Manage the review cycle for planning units
  • Copy data between versions
  • Copy data
  • Delete textual information

Session : 29 – Creating Task Lists

  • Define task list capabilities
  • Navigate task lists in Basic and Advanced modes
  • Create task lists
  • Assign Access to task lists
  • Validate task lists

Session : 30 – Financial Reporting Overview

  • Describe Financial Reporting
  • Describe Data Sources
  • Navigate Financial Reporting Studio
  • Log on to Financial Reporting Studio
  • Identify portions of the Financial Reporting Studio workspace
  • Open, Preview, and print reports
  • Identify report components
  • Change the user POV
  • Navigating Reports in Workspace
  • Identify interface elements in Workspace
  • Set preferences
  • Set the user POV
  • Limit user POV user selections
  • Integrate reports into Microsoft Office applications

Session : 31 – Financial Reporting Overview

  • Describe the components and general architecture of System 9
  • Describe Financial Reporting functionality and architecture
  • Identify data source dimensions and members
  • Start the Analytic Services server

Navigating Reports in Workspace

  • Identify interface elements in Workspace
  • Set preferences
  • Preview and print reports
  • Set the user Point of View (POV)
  • Limit the user POV member selections
  • Integrate reports into Microsoft Office applications

Session : 32 – Navigating Reports in Financial Reporting Studio

  • Log on to Financial Reporting Studio
  • Identify portions of the Financial Reporting Studio workspace
  • Open, preview, and print reports
  • Identify report components
  • Change the user POV

Session : 33 – Creating Basic Reports

  • Create reports and grids
  • Select members for rows and columns
  • Set the POV
  • Modify reports by adding rows and columns
  • Save reports

Session : 34 – Applying Advanced Member Selections

  • Select members by using lists
  • Select members by using functions
  • Select multiple members by using expressions
  • Select members for the page axis
  • Set data query optimization options

Session : 35 – Customizing Grids

  • Select multiple database connections in a grid
  • Attach documents to reports
  • Display Planning supporting detail
  • Create reports with expansions
  • Create reports with related content

Session : 36 – Formatting Cells and Grids

  • Format cells within a grid
  • Format grids
  • Sort a range of rows or columns
  • Suppress data in a grid
  • Apply conditional formatting in a grid
  • Specify the page setup

Session : 37 – Creating Report Objects

  • Create text boxes in a report
  • Add images to a re port
  • Save and link objects
  • Insert saved objects into a report
  • Add headers and footers to a report
  • Create row and column templates

Session : 38 – Creating Charts

  • Create bar, line, pie, and combo charts
  • Format charts

Adding Text Functions

  • Describe the purpose of text functions
  • Add text functions to reports
  • Describe common text functions

Session : 39 – Adding Auto Calculations and Mathematical Functions

  • Describe the purpose of auto calculations and mathematical functions
  • Add auto calculations to data rows and columns
  • Apply mathematical functions and properties to perform calculations
  • Describe common mathematical functions

Session : 40 – Creating Books

  • Preview books in PDF and HTML modes
  • Change the book POV
  • Create books containing multiple reports
  • Set member selections for reports in a book

Session : 41 – Creating Batches

  • Create and schedule batches to automatically generate reports
  • Schedule batch bursting options
  • Retrieve exported batch output from the Scheduler Server

Session : 42 – Managing Items in the Repository

  • Create e-mail links
  • Create folders
  • Rename, move, and delete items in the repository
  • Import and export items
  • Manage database connections
  • Set permissions for repository items

Thanks for the best ever Training. I did my Android Course here. Trainer is very good in knowledge. They provides the best ever Support to me.

Kaviya

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