On-line training course catalogue

Hyperion Financial Management 9.3.1: Create & Manage Applications (1)

Type of course: Classroom

Course details

Fee	£2750
Days	5
Course code	HYPCMA

We currently do not have public dates scheduled for this course.
If you have a requirement for this course, please contact us for the latest course information.

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Overview

 This course teaches you how to create and manage applications using Financial Management. You create an application, enter data, and adjust and view data using data grids and data forms.

You also enter and process journals and inter-company data, load rules, calculate and consolidate data, manage the review and approval process of financial data, and apply system security to Financial Management data.

 

Prerequisites 

• Basic Excel or Lotus 1-2-3 skills
• Basic accounting concepts
• Basic Microsoft Windows skills

 

Delegates will learn how to

• Deploy applications
• Load data from external systems
• Secure data
• Translate and consolidate data
• Manage the review process
• Create application metadata

 

Course outline

 

Introduction to Financial Management

• About Enterprise Performance Management
• Financial Management Solution
• Financial Consolidation, Reporting, Analysis and Product Components
• Financial Management Architecture

 

Navigating in Financial Management

• Financial Management Components
• About Workspace and Workspace Navigation
• Metadata and Dimensions
• Setting the Point of View

 

Managing Dimensions with BPM Architect

• BPM Architect Dimension Library
• Adding Dimensions to Master View
• Creating Dimension Members
• Property Value Inheritance
• Creating Alternate Hierarchies
• Managing Members
• Creating Associations Between Dimensions
• Setting Up Languages

 

Loading Metadata from a File

• About Metadata Load Files
• Formatting Metadata Load Files
• Setting Up Dimensions
• Managing Languages
• Loading Metadata
• Viewing Job Status
• Loading Metadata with Interface Tables

 

Configuring Accounts and Custom Dimensions

• About Accounts and Custom Dimensions
• Setting Up Account Types and Hierarchies
• Setting Up Accounts and Custom Dimensions
• Auditing Account Data
• Intercompany Account and Other Account Properties

 

Setting Up Entities, Calendars, and Scenarios

• Setting up Entities
• Setting Up Calendars
• Setting Up Scenarios

 

Creating Application Views and Deploying Applications

• Creating Application Views
• Configuring Application Settings
• Setting Document Attachment Limits
• Configuring Hyperion FDM Drill Downs
• Deploying Application Process
• Comparing and Validating Application Views
• Deploying Application Views
• Viewing Job Status

 

Loading Data

• Data Load Files
• Line-Item Detail Section
• Changing Column Order
• Loading Data Files
• Extracting Data
• Exporting Data with Extended Analytics
• Copying and Removing Data

 

Rule Basics

• 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

 

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

 

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

 

Provisioning Users and Groups

• About Levels of Security
• Provisioning User and Group Security

 

Assigning Access to Data and Documents

• Application Settings for Security
• Data Access and Document Access
• Security Classes
• Assigning Access to Security Classes
• Running Security Reports
• Security Load Files
• Loading and Extracting Security

 

Creating 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

 

Creating Task Lists in Financial Management

• About Task Lists
• Creating Task Lists
• Adding Items to Task Lists
• Organizing Task List Items
• Managing Task Lists

 

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

 

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

 

Running Consolidations

• Consolidation Process and Percentages
• Entering Consolidation Information Using Ownership Management
• Running Consolidations
• Checking Consolidation Status
• Data Translation
• Entering Exchange Rates
• Organization by Period
• Setting Up Organization by Period

 

Managing the Review Cycle Using Process Management

• About Process Control: Process Units and Process States
• Process Control Security Roles
• Enabling Process Control and Phased Submissions
• Accessing Process Units and Viewing Unit Status
• Process Control Panel Display Options
• Process Unit Validation and Validation Accounts
• Review Cycle and Review History
• Locking and Unlocking Data

Sharing Data Using Data Synchronization

• About Data Synchronization
• Creating Mapping Tables
• Creating Data Synchronizations
• Filtering and Mapping Dimensions
• Viewing Data Flows
• Scheduling and Running Data Synchronizations

 

Analyzing Data Using Smart View

• About Smart View
• Smart View Installation and Components
• Connecting to a Data Source
• About the Ad Hoc Analysis Tool: Adding Formulas and Formatting
• Creating Free-Form Worksheets
• Entering Data with Web Data Forms
• Functions in Smart View