HYPERION FM AND FDQM ONLINE TRAINING

Hyperion Financial Management

Introduction to Financial Management

1. About Enterprise Performance Management

HFM Basics

1. Dimensions
2. Define Application Profile
3. Create application

Loading Metadata from a File

1. About Metadata Load Files
2. Loading Metadata
3. Manage Metadata
4. Prepare own Metadata

Configuring Accounts and Custom Dimensions

1. About Accounts and Custom Dimensions
2. Setting Up Account Types and Hierarchies
3. Setting Up Accounts and Custom Dimensions
4. Intercompany Account and Other Account Properties

Setting Up Entities, Calendars, and Scenarios

1. Setting up Entities
2. Setting Up Calendars
3. Setting Up Scenarios

Loading Data

1. Loading Data Files
2. Extracting Data
3. Copying and Removing Data

Creating Task list and Data Forms

1. About Data Forms
2. Accessing the Form Builder
3. Defining the Point of View
4. Defining Columns and Rows
5. Setting Row and Column Options
6. Exporting Data to Spreadsheets

Entering Data Using Data Grids

1. About Data Grids and Accessing Data Grids
2. Changing the Grid Layout and Display
3. Selecting Members for Dimensions
4. Selecting Members
5. Saving Grid Settings
6. Entering Data and Filling Multiple Cells
7. Spreading and Calculating Data
8. Adding Cell Text and Line-Item Detail

Creating Member Lists in Financial Management

1. About Member Lists
2. System and User-Defined Member Lists
3. Creating Member Lists
4. Identifying Member Lists in a File
5. Creating Static Member Lists
6. Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
7. Loading and Extracting Member Lists

Entering Intercompany Data

1. About Intercompany Transactions
2. Intercompany Account Balances
3. Elimination Process
4. Plug Accounts
5. Intercompany Eliminations and the Value Dimension
6. Setting Up Entities and Accounts for Intercompany Data
7. Creating and Running Intercompany Matching Reports

Adjusting Data with Journals

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

Running Consolidations and process management

1. Consolidation Process and Percentages
2. Entering Consolidation Information Using Ownership Management
3. Running Consolidations
4. Checking Consolidation Status
5. Data Translation
6. Entering Exchange Rates

Analyzing Data Using Smart View

1. About Smart View
2. Smart View Installation and Components
3. Connecting to a Data Source
4. Entering Data with Web Data Forms
5. Functions in Smart View

Rules

1. About Rules and Rules Syntax
2. Rule Types and Rules Files
3. Objects and Functions in Rules
4. Assigning Values to Accounts
5. Account Expressions
6. Setting Values for Multiple Accounts
7. Sub cubes, Data Retrieval, and Rules
8. Loading and Extracting Rules

Hyperion Financial Data Quality management

Product Orientation

1. Oracle's Enterprise Performance Management System
2. Benefits and Features of FDM
3. ERP Integrator
4. Processing Data Overview

Navigating FDM

1. Accessing FDM
2. Working with the POV
3. Locking Out Users for Maintenance
4. Running Reports
5. Viewing Graphical Timelines

Creating FDM Applications

1. About FDM Applications
2. Creating Applications
3. Managing Applications

Integrating Applications

1. Integration Overview
2. Importing, Registering, and Configuring Adapters
3. Adding Machine Profiles
4. Configuring Application Settings
5. Configuring Integration Settings
6. Testing Integrations
7. Setting Up Standard Reports and Templates

Setting Up Control Tables and Locations

1. Viewing Control Tables
2. Managing Control Tables
3. Viewing Locations
4. Managing Locations
5. Setting Location Attributes
6. Searching Control Trees

Setting Up Mapping Tables

1. Mapping Dimension Members
2. Building Maps
3. Map Types
4. Processing Order
5. Building Maps Externally
6. Copying Maps
7. Sharing Dimension Maps
8. Setting Up Conditional Mapping

Building Import Formats

1. About Import Formats
2. Creating Import Groups
3. Creating Import Formats
4. Assigning Import Formats
5. Adding Import Expressions

Loading Data

1. About Loading Data
2. Importing Source Data
3. Working with Records
4. Validating Dimension Mappings
5. Loading Data to Target Systems
6. Drilling into Data
7. Drilling Through from Target Applications

Building Validation Rules

1. About Validation Rules and Reports
2. Creating Validation Rule Groups
3. Creating Validation Rules
4. Creating Validation Rules with Validation Editor
5. Assigning Validation Rules to Locations
6. Checking Validation Rules

Setting Up Validation Entities

1. About Validation Entities
2. Creating Validation Entity Groups
3. Creating Validation Entities
4. Assigning Validation Entity Groups to Locations
5. Verifying Consolidations

Processing Batch Files

1. About Batch Processing
2. Setting Up Batch-Load Files
3. Processing Batches
4. Creating Batch Scripts
5. Scheduling Batch Scripts in Task Manager

Creating Logic Accounts

1. About Logic Accounts
2. Creating Logic Groups
3. Creating Simple Logic Accounts
4. Creating Complex Logic Accounts
5. Assigning Logic Groups to Locations

Loading FDM Journals

1. About FDM Journals
2. Creating Journal Templates
3. Adding Metadata Tags
4. Loading Journal Templates

Loading Data with Multi load Files

1. About Multi load Files
2. Creating Multi load Excel Templates
3. Creating Multi load Text Files
4. Loading Multi load Files
5. Viewing Errors

Setting Up Security

1. About FDM Security
2. Security Levels
3. Setting Up Object Security
4. Setting Up User Security
5. Locking and Unlocking the Local POV Mode
6. Setting Up Report Group Security

Working with Financial Controls

1. About Financial Controls
2. Creating Controls Groups, Sections, and Questions
3. Deleting and Restoring Controls Groups, Sections, and Questions
4. Assigning Reviewer, Submitter, and Proxy Rights
5. Accessing Financial Controls
6. Selecting Application Settings for Financial Controls

Working with Import Scripts

1. About Scripting in FDM
2. Working with Scripting Components
3. Creating Import Scripts
4. Assigning Import Scripts to Import Formats
5. Applying Scripting Functions to Import Scripts
6. Working with Temporary Variables
7. Manually Executing Custom  Web Scripts

Working with Import Integration Scripts

1. About Import Integration Scripts
2. Creating Import Integration Scripts
3. Assigning Import Integration Scripts to Import Formats

Working with Event Scripts

1. About Event Scripts
2. Creating Event Scripts
3. Changing Import Formats Dynamically