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
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