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Hyperion Planning 9.3.1 for Interactive Users

Type of course: Classroom

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Overview

 This course is designed to teach you how to use Planning. The course includes an overview of Planning features, capabilities, and its relationship with Analytic Services. You create data forms and task lists, enter and adjust data, set up calculations, and move a plan through the budget review-and-approval process. You learn how to create management-quality reports with Financial Reporting or Web Analysis*. Exercises provide hands-on practice. 

Prerequisites

 Required Prerequisites:

  • Basic knowledge of Excel or Lotus 1-2-3
  • Basic knowledge of planning and budgeting
  • Familiarity with concepts of client-server applications
  • Basic knowledge of Microsoft Windows

Suggested Prerequisites:

  • Basic knowledge of Excel or Lotus 1-2-3
  • Basic knowledge of planning and budgeting
  • Familiarity with concepts of client-server applications
  • Basic knowledge of Microsoft Windows

 

Delegates will learn how to

  •  Navigate Workspace to access Planning, Financial Reporting or Web Analysis
  • Create and test data forms
  • Enter and adjust data in Planning and Smart View
  • Set up and test business rules
  • Move plans through a budget review cycle
  • Discuss Planning capabilities

 

Course outline

  

 Planning Overview

  • Enterprise Performance Management
  • Product Components
  • User Roles
  • Planning
  • Planning and Essbase

 

Navigating Workspace

  • Launching Workspace
  • Workspace User Interface
  • Opening Applications
  • Navigating in Planning

 

Planning Dimensions and Data Storage Overview

  • Planning Required and User-Defined Dimensions
  • Dense and Sparse Dimensions
  • Factors that Impact Calculations

 

Creating Data Forms and Folders

  • Data Forms and Folders Overview
  • Data Form Elements
  • Creating Folder Structures for Data Forms
  • Data Form Requirements
  • Composite Data Forms
  • Printing Data Form Definition Reports
  • Assigning Access Rights to Data Forms

 

Customizing Data Forms

  • Adding Menus to Data Forms
  • Managing User Variables
  • Setting Up User Preferences

 

Entering Data

  • Submitting Data in Data Forms
  • Spreading Data
  • Adjusting and Annotating Data
  • Calculating Data in Data Forms
  • Entering Data with Smart Lists
  • Navigating Data Forms with Menus

 

Entering Data Using Smart View

  • Smart View Overview
  • Planning and Smart View
  • Offline Planning Overview
  • Taking Data Forms Offline

 

Creating Business Rules

  • Business Rules Overview
  • Navigating Business Rules
  • Business Rules Creation Process
  • Launching Business Rules
  • Printing Business Rules

 

Building Runtime Prompts for Business Rules

  • Runtime Prompts Overview
  • Adding Runtime Prompts

 

Adding Formulas to Business Rules

  • Business Rules Formula Overview
  • Building Formulas for Business Rules
  • Specifying Data Conditions
  • Managing Business Rules

 

Managing the Approval Process

  • Process Management Overview
  • Planning Units
  • Managing the Review Cycle for Planning Units
  • Copying Data Between Versions

 

Creating Task Lists

  • Task Lists Overview
  • Navigating Task Lists
  • Task Lists Creation Process
  • Working with Task List Folders
  • Building Task Lists
  • Assigning Access to Task Lists
  • Validating Task Lists
  • Reporting on Task Lists

 

Financial Reporting Overview

  • Financial Reporting Features
  • Data Sources for Financial Reporting
  • Financial Reporting Studio
  • Working with Financial Reporting Studio

 

Navigating Reports in Workspace

  • Workspace Overview
  • Setting Preferences
  • Browsing the Repository
  • Searching for Items
  • Previewing Reports
  • Changing Page Members
  • Printing Reports and Snapshots
  • Integrating Reports into Microsoft Office Applications

 

Creating Basic Reports

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

 

Formatting Cells and Grids

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

 

Creating Report Objects

  • Report Objects Overview
  • Creating Text Boxes
  • Adding Images
  • Saving Report Objects
  • Inserting Saved Report Objects
  • Linked Object Properties
  • Designing Headers and Footers

 

Adding Text Functions

  • Text Functions Overview
  • Inserting Text Functions in Text Boxes
  • Inserting Text Functions in Headings and Text Cells
  • Creating Dynamic Values with the Current Keyword
  • Displaying the Row and Column IDs
  • Displaying Text Functions Errors
  • Common Text Functions

 

Adding Auto Calculations and Mathematical Functions

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

 

Setting Up Books

  • Books Overview
  • Previewing and Printing Books
  • Changing the Book Point of View
  • Creating Books
  • Changing the Appearance of Books

 

Reviewing Planning Data with Web Analysis

  • Web Analysis Architecture
  • Key Benefits of Web Analysis
  • Key Concepts
  • Navigating Between Open Items
  • Navigating Web Analysis Studio
  • Accessing Help
  • Workspace and Web Analysis Studio Tasks

 

Creating Web Analysis Documents

  • Creating Documents in Web Analysis Studio
  • Setting Format Options
  • Creating Chart Views
  • Creating Documents in Workspace

 

 

 

Related Certifications

This course forms part of the following certification track(s):

Xpertise – Hyperion Planning 9.3.1 for Interactive Users training courses

Xpertise provides Hyperion Planning 9.3.1 for Interactive Users training courses from 22 UK locations: in Aberdeen Scotland, Altrincham Manchester, Birmingham West Midlands, Bristol South West, Edinburgh Scotland, Glasgow Scotland, Hinckley East Midlands, Leeds Yorkshire, Leeds Yorkshire (Ring Road), London King William Street, London Middlesex Street, London Rosebery Avenue, London Tabernacle Street, Maidenhead Berkshire, Malmesbury Wiltshire, Manchester (Exchange Quay), Milton Keynes Buckinghamshire, Newcastle Tyne and Wear, Reading Berkshire, Stockport Manchester, Swindon Wiltshire and Washington Tyne and Wear – and at 44 partner locations nationwide.


Xpertise Training reserves the right to improve the specification and format of its courses for the benefit of its customers without notice to the customer.