Hyperion Planning

Hyperion Planning:

 Planning Overview

o Oracle’s Enterprise Performance Management System
o Oracle’s Business Intelligence Suite Enterprise Edition Plus
o Architecture of Planning
o Relationship Between Planning and Essbase
o Navigation of Workspace

 Creating Dimensions

o EPM Architect
o Period, Scenario and Version Dimensions
o Entity Dimensions
o Account Dimensions
o Custom Dimensions

 Metadata

o Loading Data
o Using Application Views
o Deploying Applications
o Setting Up Exchange Rates
 Loading Data and Calculating Database
o Setting Up Data Loads and Calculating
o Loading Data

 Security

o Provisioning Users and Groups
o Defining Access Levels
 Designing Data Forms
o Creating Forms and Folders
o Customizing

 Entering Data

o In Planning
o Using Smart View
o Offline

 Business Rules

o Creating Business Rules
o Building Runtime Prompts
o Adding Formulas
o Managing Business Rules

 Managing Plan Process

o Approval Process
o Task Lists

 Analyzing Planning Data

o Financial Reporting
o Reports in Workspace

 

Hyperion Financial Reporting

1.Financial Reporting Overview

•Oracle’s Enterprise Performance Management System
•Oracle’s BI Suite Enterprise Edition Plus
•Financial Reporting Features and Architecture
•Financial Management Data Sources

2.Navigating Reports in Workspace

•Workspace Overview
•Setting Preferences
•Browsing the Repository
•Searching for Items
•Previewing and Printing Reports

3.Interacting with Reports in Workspace

•Annotations Overview
•Creating, Viewing, and Replying to Annotations
•Integrating Reports into Microsoft Office Applications
4.Navigating Reports in Reporting Studio
•Reporting Studio Overview
•Opening Reports
•Previewing and Printing Reports

5.Creating Basic Reports

•Report Creation Overview
•Creating Reports and Grids
•Selecting Members for Rows and Columns
•Setting the Point of View
•Adding Rows or Columns
•Saving Reports

6.Applying Advanced Member Selections

•Lists Overview
•Selecting Members by Using Lists
•Selecting Members by Using Functions
•Selecting Members for the Page Axis

7.Customizing Grids

•Selecting Database Connections in Reports
•Attaching Documents to Reports
•Displaying Line-Item Details
•Setting Up Expansions to Display Detail Data
•Adding Related Content Links to Reports

8.Formatting Cells and Grids

•Formatting Cells
•Formatting Grids
•Suppressing Data
•Applying Conditional Formatting in Grids
•Setting Up Pages

9.Creating Report Objects

•Adding Text Boxes and Images
•Saving Report Objects
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•Inserting Saved Report Objects
•Designing Headers and Footers
•Designing Row and Column Templates

10.Adding Text Functions

•Text Functions Overview
•Inserting Text Functions
•Common Text Functions

11.Adding Auto Calculations and Mathematical Functions

•Auto Calculations Overview
•Mathematical Functions
•Mathematical Operators in Expressions
•Formulas Overview
•Common Mathematical Functions
Creating Books
•Books Overview
•Previewing and Printing Books
•Changing the Book Point of View
•Importing Files into the Repository
•Creating Books
•Changing the Appearance of Books
Creating Batches
•Working with Batches
•Scheduling Batches
•Scheduling Batch-Bursting Options
•Monitoring Batch Schedules
Managing Items in the Repository
•Managing User Points of View
•Creating E-Mail Links
•Managing Repository Items
•Managing Database Connections
•Setting Permissions for Repository Items

 

Hyperion Financial Management

1.Introduction to Financial Management
* About Enterprise Performance Management

2.HFM Basics
* Dimensions
* Define Application Profile
* Create application

3.Loading Metadata from a File
* About Metadata Load Files
* Loading Metadata
* Manage Metadata
* Prepare own Metadata

4.Configuring Accounts and Custom Dimensions
* About Accounts and Custom Dimensions
* Setting Up Account Types and Hierarchies
* Setting Up Accounts and Custom Dimensions
* Intercompany Account and Other Account Properties

5.Setting Up Entities, Calendars, and Scenarios
* Setting up Entities
* Setting Up Calendars
* Setting Up Scenarios

6.Loading Data
* Loading Data Files
* Extracting Data
* Copying and Removing Data

7.Creating Tasklist and Data Forms
* About Data Forms
* Accessing the Form Builder
* Defining the Point of View
* Defining Columns and Rows
* Setting Row and Column Options
* Exporting Data to Spreadsheets

8.Entering Data Using Data Grids
* About Data Grids and Accessing Data Grids
* Changing the Grid Layout and Display
* Selecting Members for Dimensions
* Selecting Members
* Saving Grid Settings
* Entering Data and Filling Multiple Cells
* Spreading and Calculating Data
* Adding Cell Text and Line-Item Detail

9.Creating Member Lists in Financial Management
* About Member Lists
* System and User-Defined Member Lists
* Creating Member Lists
* Identifying Member Lists in a File
* Creating Static Member Lists
* Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
* Loading and Extracting Member Lists

10.Entering Intercompany Data
* About Intercompany Transactions
* Intercompany Account Balances
* Elimination Process
* Plug Accounts
* Intercompany Eliminations and the Value Dimension
* Setting Up Entities and Accounts for Intercompany Data
* Creating and Running Intercompany Matching Reports

11.Adjusting Data with Journals
* About Journals and Journal Benefits and Adjusting Data
* Journals Review Process and the Value Dimension
* Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
* Creating Journal Templates and Journal Balance Types
* Creating Journals and Entering Journal Data
* Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report
* Setting Journal Report Properties and Selecting Columns and Filters
* Saving Journal Reports Locally and Remotely

12.Running Consolidations and process management
* Consolidation Process and Percentages
* Entering Consolidation Information Using Ownership Management
* Running Consolidations
* Checking Consolidation Status
* Data Translation
* Entering Exchange Rates

13.Analyzing Data Using Smart View
* About Smart View
* Smart View Installation and Components
* Connecting to a Data Source
* Entering Data with Web Data Forms
* Functions in Smart View

14.Rules
* About Rules and Rules Syntax
* Rule Types and Rules Files
* Objects and Functions in Rules
* Assigning Values to Accounts
* Account Expressions
* Setting Values for Multiple Accounts
* Subcubes, Data Retrieval, and Rules
* Loading and Extracting Rules

 

Hyperion Financial Data Quality management

1.Product Orientation
• Oracle’s Enterprise Performance Management System
• Benefits and Features of FDM
• ERP Integrator
• Processing Data Overview

2.Navigating FDM
• Accessing FDM
• Working with the POV
• Locking Out Users for Maintenance
• Running Reports
• Viewing Graphical Timelines

3.Creating FDM Applications
• About FDM Applications
• Creating Applications
• Managing Applications

4.Integrating Applications
• Integration Overview
• Importing, Registering, and Configuring Adapters
• Adding Machine Profiles
• Configuring Application Settings
• Configuring Integration Settings
• Testing Integrations
• Setting Up Standard Reports and Templates

5.Setting Up Control Tables and Locations
• Viewing Control Tables
• Managing Control Tables
• Viewing Locations
• Managing Locations
• Setting Location Attributes
• Searching Control Trees

6.Setting Up Mapping Tables
• Mapping Dimension Members
• Building Maps
• Map Types
• Processing Order
• Building Maps Externally
• Copying Maps
• Sharing Dimension Maps
• Setting Up Conditional Mapping
Building Import Formats
• About Import Formats
• Creating Import Groups
• Creating Import Formats
• Assigning Import Formats
• Adding Import Expressions

7.Loading Data
FDQ Content
• About Loading Data
• Importing Source Data
• Working with Records
• Validating Dimension Mappings
• Loading Data to Target Systems
• Drilling into Data
• Drilling Through from Target Applications

8.Building Validation Rules
• About Validation Rules and Reports
• Creating Validation Rule Groups
• Creating Validation Rules
• Creating Validation Rules with Validation Editor
• Assigning Validation Rules to Locations
• Checking Validation Rules

9.Setting Up Validation Entities
• About Validation Entities
• Creating Validation Entity Groups
• Creating Validation Entities
• Assigning Validation Entity Groups to Locations
• Verifying Consolidations

10.Processing Batch Files
• About Batch Processing
• Setting Up Batch-Load Files
• Processing Batches
• Creating Batch Scripts
• Scheduling Batch Scripts in Task Manager

11.Creating Logic Accounts
• About Logic Accounts
• Creating Logic Groups
• Creating Simple Logic Accounts
• Creating Complex Logic Accounts
• Assigning Logic Groups to Locations

12.Loading FDM Journals
• About FDM Journals
• Creating Journal Templates
• Adding Metadata Tags
• Loading Journal Templates

13.Loading Data with Multiload Files
• About Multiload Files
• Creating Multiload Excel Templates
• Creating Multiload Text Files
• Loading Multiload Files
• Viewing Errors

14.Setting Up Security
• About FDM Security
• Security Levels
• Setting Up Object Security
• Setting Up User Security
FDQ Content
• Locking and Unlocking the Local POV Mode
• Setting Up Report Group Security

15.Working with Financial Controls
• About Financial Controls
• Creating Controls Groups, Sections, and Questions
• Deleting and Restoring Controls Groups, Sections, and Questions
• Assigning Reviewer, Submitter, and Proxy Rights
• Accessing Financial Controls
• Selecting Application Settings for Financial Controls

16.Working with Import Scripts
• About Scripting in FDM
• Working with Scripting Components
• Creating Import Scripts
• Assigning Import Scripts to Import Formats
• Applying Scripting Functions to Import Scripts
• Working with Temporary Variables
• Manually Executing Custom Custom Web Scripts

17.Working with Import Integration Scripts
• About Import Integration Scripts
• Creating Import Integration Scripts
• Assigning Import Integration Scripts to Import Formats

18.Working with Event Scripts
• About Event Scripts
• Creating Event Scripts
• Changing Import Formats Dynamically

Essbase Overview

 Multidimensional Analysis
 Oracle’s Enterprise Performance Management System
 Oracle BI Foundation Suite
 Essbase
 Production Environment Components

Designing Applications and Databases

 Essbase Implementation Process
 Analyzing and Planning Implementations
 Creating Applications and Databases
 Creating Outlines

Designing Data Descriptor Dimensions

 Data Descriptor Dimensions Overview
 Designing Time Dimensions
 Designing Scenario Dimensions
 Designing Accounts Dimensions

Optimizing Data Descriptor Dimensions

 Creating Member Aliases
 Dimension Types
 Creating Period-to-Date Totals
 Dynamic Calc Members
 Enhancing Accounts Dimensions

Creating Basic Dimension Build Rules Files

 Rules Files Overview
 Creating Dimension Build Rules Files
 Configuring Dimension Maintenance Settings

Creating Advanced Dimension Build Rules Files

 Advanced Dimension Build Rules Files Overview
 Creating Shared Members
 Manipulating Fields
 Creating User-Defined Attributes
 Creating Attribute Dimensions with Rules Files.
Loading Data
 Data Load Overview
 Creating Data Load Rules Files
 Selecting and Rejecting Records
 Capturing New Members

Getting Started with Smart View

 Navigating Smart View
 Connecting to Data Sources
 Creating Ad Hoc Grids
 Setting the Point of View
 Associating Data Sources with Worksheets
 Creating Free-Form Grids

Creating Reports with Smart View

 Updating Essbase Data
 Integrating Essbase Data with Microsoft Office
 Creating Shared Database Perspectives
 Creating Custom Reports

Data Storage and Calculation

 Calculation Overview
 Database Calculation Order
 Data Block Fundamentals
 Data Blocks and the Index System
 Interpreting Database Statistics
 Data Block Creation
 Database Calculation Process

Creating Calculation Scripts

 Calculation Script Organization
 Returning Correct Calculation Results
 Troubleshooting CALC DIM Processes

Controlling the Calculation Process

 Focusing Calculations with FIX Statements
 Calculating Conditionally with IF Statements

Copying and Clearing Data

 Copying Data
 Clearing Data with CLEARDATA
 Clearing Data with CLEARBLOCK

Referencing Members in Calculations

 Referencing Members Explicitly
 Referencing Members Dynamically
 Creating Calculation Variables

Creating Attribute Dimensions

 Attribute Dimensions Overview
 Adding Attribute Dimensions to Outlines
 Design Considerations

 

Analyzing Varying Attributes

 Varying Attributes Overview
 Creating Varying Attributes
 Viewing Varying Attribute Data

Analyzing Text and Dates

 Typed Measures Overview
 Enabling Typed Measures
 Creating Text Measures
 Creating Date Measures
 Viewing Typed Measures
 Calculations Based on Typed Measures
Partitioning Overview

Creating Database Partitions

 Designing partitions
 Creating partitions
 Evaluating partition designs .

Essbase Security Overview

 Essbase Native Security
 Global Access Security Layer
 User and Group Security Layer
 Application Access Type Security
 The Essbase Security File

Creating Essbase Security Filters

 The Essbase Security Filter Layer
 Creating Security Filters
 Filter Behavior
 Resolving Security Conflicts

Securing the Essbase Environment in Shared Services

 Shared Services Security
 Converting Essbase Users to Shared Services Security
 Provisioning Users in Shared Services
 External Authentication and Single Sign-on

Optimizing Block Storage Caches

 Optimizing the Database
 Optimizing Caches
 Setting RAM Caches
 Cache Hit Ratios

Managing Fragmentation

 Measuring Database Fragmentation

 Preventing and Reducing Database Fragmentation
 Removing Security File Fragmentation

Backing Up, Restoring, and Recovering Essbase Databases

 About Backup, Restore, and Recovery
 Manual Backup and Restore
 Automated Backup and Restore
 Manual Recovery
 Automated Recovery
 Recovering from a Server Interruption
 Recovering Corrupted Essbase Databases

Task Automation

 Automating Tasks Using MaxL
 The MaxL Command Shell
 MaxL Statements and Syntax

About Data Relationship Management
Task Group Descriptions

Key User Experience Differences
Logon
Browse
Query
Compare
Script
Import
Blend
Export
Audit
Administer

Chapter 3:Managing Versions

Data Relationship Management Version Life Cycle
Version Type and Status
Creating Versions
Copying Versions
Saving Versions
Contents iii
Creating As-Of Versions
Editing Version Properties
Assigning Validations to Versions
Unloading and Deleting Versions

Chapter 4:Managing Hierarchies

Creating Hierarchies
Editing Hierarchy Properties
Enabling and Disabling Node Types
Opening Hierarchies
Creating Hierarchy Groups
Assigning Hierarchies to Hierarchy Groups
Assigning Controlled Properties
Assigning Controlled Node Access Groups
Assigning Validations
Deleting Hierarchies

Chapter 5:Working with Nodes

About Nodes
Adding and Inserting Nodes
ID Function
Modeling a Node
Moving and Ordering Nodes
Relaxed Move Option
Sorting Nodes

Node Deletion Methods
Merging Nodes
Deleting Nodes
Removing Nodes
Annulling Nodes
Inactivating Nodes
Reactivating Nodes
Assigning Validations
Orphan Nodes
Viewing Orphan Nodes
Deleting Orphan Nodes
Navigating in Tree View
Finding Nodes
Node Security
Using Shared Nodes
iv Contents
Shared Node Properties
Enabling Shared Nodes
Adding and Inserting Shared Nodes
Removing and Deleting Shared Nodes
Renaming Shared Nodes
Converting a Shared Node to a Primary Node
Displaying Shared Nodes

Chapter 6:Managing Properties

Property Categories
System Properties
Stats Properties
Property Value Scope and Origin
Property Status
Editing Property Values

Chapter 7:Validating Data

Validating Versions
Validating Hierarchies
Validating Nodes
Navigating Validation Results
Navigating Version and Hierarchy Results in List View
Navigating Node Results in List View
Navigating Node Results in Tree View
Downloading Node Results
Clearing Validation Results

Chapter 8:Using Queries

Query Types
Creating Queries
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Navigating Query Results
Navigating in List View
Navigating in Tree View
Downloading Query Results
Managing Queries
Opening Queries
Copying Queries
Deleting Queries

Chapter 9:Comparing Hierarchies

Compare Types
Contents v
Visual Compare
Structure Compare
Property Compare
Rename Compare
Creating Compares
Navigating Compare Results
Navigating in List View
Navigating in Tree View
Downloading Compare Results
Managing Compares
Opening Compares
Copying Compares
Deleting Compares

Chapter 10:Working with Action Scripts

Loading Action Scripts From Flat Files
Downloading Action Script Results
Required Action Script Parameters
Loading Action Scripts From a Transaction Log
Loading Action Scripts From a Node Model

Chapter 11:Working with Imports

Import Sections
Creating Imports
Running, Copying, and Deleting Imports

Chapter 12:Blending Versions

Creating Blenders
Running, Copying, and Deleting Blenders

Chapter 13:Working with Exports

Creating Exports
Creating Hierarchy Exports
Creating Hierarchy XML Exports
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Creating Generation Exports
Creating Compare Exports
Creating Difference Exports
Creating Version Exports
Creating Property List Exports
Creating Property Lookup Exports
Creating Transaction Log Exports
vi Contents
Creating Merge Log Exports
Creating Export Books
Running, Copying, and Deleting Exports and Export Books

Chapter 14:Working with Change Requests

Chapter 15:Auditing Transaction and Request History

Auditing Transaction History
Data Actions in Transaction History
Administrative Actions in Transaction History
Auditing Requests

Chapter 16:Using the Data Relationship Management Batch Client

Securing the Batch Client
Setting up Batch Client Credentials
Running the Batch Client
Dependencies
Saving Versions in the Batch Client
Command Line

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