On-line training course catalogue

Hyperion Financial Reporting 9.3 for Financial Management

Type of course: Classroom

Course details

Fee	£1100
Days	2
Course code	HYFRFM

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 is designed to teach you how to create and manage reports with Financial Reporting, and use Financial Management as the data source. You create reports, report objects, books, and batches; format reports; and add auto calculations and functions. You also learn to manage items in the repository and define permissions for report items. Exercises help you practice the skills taught.

This course will assist in preparation for the Hyperion Certification exam Hyperion Financial Management 9.3 Administrator II to earn your Hyperion Financial Management 9.3 Administrator Certified Associate.

 

Prerequisites

•  Basic Microsoft Windows skills
• Basic knowledge of Financial Management data sources

Delegates will learn how to

•  Format reports
• Define auto calculations and functions in a report
• Create books and batches to generate reports
• Set permissions for report items
• Describe Financial Reporting architecture and client-server components
• View reports and set related preferences in Workspace
• Create reports and report objects (grids, text boxes, charts, images, and templates)
• Apply member selection by using members, lists, and functions for rows, columns, and pages

 

Course outline

 

 Financial Reporting Overview

• Hyperion Business Performance Management Overview
• System 9 Overview
• System 9 Components
• Financial Reporting Features and Architecture
• Financial Management Data Sources

 

Navigating Reports in Workspace

• Workspace Overview
• Setting Preferences
• Browsing the Repository
• Previewing and Printing Reports
• Integrating Reports into Microsoft Office Applications

 

Navigating Reports in Financial Reporting Studio

• Financial Reporting Studio Overview
• Opening Reports
• Previewing and Printing Reports

 

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

 

Applying Advanced Member Selections

• Selecting Members by Using Lists
• Selecting Members by Using Functions
• Selecting Multiple Members by Using Expressions
• Selecting Members for the Page Axis

 

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

 

Formatting Cells and Grids

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

 

Creating Report Objects

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

 

Creating Charts

• Charts Overview
• Chart Types
• Designing Charts
• Formatting Charts

 

Adding Text Functions

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

 

Adding Auto Calculations and Mathematical Functions

• Auto Calculations Overview
• Mathematical Functions
• Mathematical Operators in Expressions
• Formulas Overview
• Common Mathematical Functions

 

Creating Books and Batches

• Previewing and Printing Books
• Changing the Book Point of View
• Creating Books
• Creating and Scheduling Batches
• Scheduling Bursting Options
• Monitoring Batch Schedules

 

Managing Items in the Repository

• Creating E-Mail Links
• Managing Repository Items
• Managing Database Connections
• Setting Permissions for Repository Items