Detailed Course Outline
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