Session : 1 – Overview of Hyperion Planning
- Describe the main features of Hyperion Planning
- Describe the product architecture of Hyperion Planning
- Access Planning through Workspace
Session : 2 – Creating a Planning Application
- Set up data source
- Describe and use the Calendar
- Described and use Plan Types
Session : 3 – Modelling in Planning
- Describe dimensions
- Describe members and member properties
- Create scenario dimensions
- Create version dimensions
- Set up entity dimensions
- Set up account dimensions
- Describe dense and sparse dimensions
- Set up currencies and exchange rates
- Set up user defined dimensions and attribute dimensions.
- Data Loading
- Describe different dimension build alternatives
- Describe different data load alternatives
- Share Planning data within an application and outside an application
Session : 4 – EPMA
- Describe EPM Architect
- Create dimension members in EPMA
Session : 5 – Forms Designer
- Create and edit data forms and folders
- Manage user variables
- Create Custom Menus
- Create Smart Lists
Session : 5 – Planning End User Functions
- Perform Planning End User features over the web
- Use End User features in Smart View
- Use work flow process management to copy data between application versions
- Calculations, Business Rules, & Calculation Manager
- Describe Business Rules and capabilities
- Create and manage business rules
- Describe and use member formulas and calc scripts
- Use Calculation Manager
Session : 6 – Planning Security and Administration
- Describe security in Planning
- Describe user provisioning in Shared Services
- Provision users and groups for Planning
- Generate provisioning reports
- Assign access rights in Dimension Editor
- Import access rights
- Create security filters
- Perform general application administration tasks
- Other
- Describe financial reporting basics
- Described and use Workforce Planning
- Describe and use Capital Expense Planning
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