Who should attend
- Business analysts
- End users
Prerequisites
- Basic Microsoft Windows skills
- Basic Excel or Lotus 1-2-3 skills
- Basic accounting concepts
Course Objectives
- Analyze and enter data in Smart View
- Create reports in Financial Reporting
- Navigate Financial Management
- Translate data
- Enter and calculate data
- Create journal entries
- Enter intercompany data
- Consolidate data
Product Description
- Introduction to Financial Management
- Oracle’s Enterprise Performance Management System
- Benefits of Financial Management
- Financial Consolidation, Reporting, and Analysis
- Financial Management Architecture Product Components
- Management of the Extended Close Process
- Related Oracle Hyperion Products
- Navigating Financial Management
- Business Tasks in a Reporting Financial Cycle
- Metadata
- Dimensions
- Financial Management Components
- Workspace Overview
- Logging On to Workspace
- Opening Applications
- Selecting Members
- Entering Data in Data Grids
- Data Grids Overview
- Accessing Data Grids
- Changing the Grid Layout and Display
- Selecting Members for Dimensions
- Managing Data Grid Settings
- Adding Cell Text and Custom Documents
- Adding Line-Item Detail
- Retrieving Data from FDM
- Loading and Extracting Data
- Data Load and Extract Methods
- Data Load Text Files
- Loading Data from Files
- Extracting Data
- Exporting Data with Extended Analytics
- Copying Data
- Removing Data
- Transferring Data
- Entering Data in Data Forms
- About Data Forms
- Entering Data
- Calculating Data
- Adding Cell Text and Documents
- Adding and Viewing Line-Item Details
- Accessing Linked Forms
- Adding Members to Data Forms
- Exporting to and Importing from Spreadsheets
- Adjusting Data with Journals
- Journals Overview
- Viewing Automated Consolidated Journals
- Creating Parent and Contribution Adjustments
- Opening and Closing Periods for Journal Entries
- Journal Creation Process
- Creating Journal Templates
- Setting the Point of View
- Creating Journals
- Processing and Reporting Journals
- Journal Review Process Overview
- Managing Journals
- Viewing Journal Adjustments
- Creating, Previewing, Saving, and Printing Journal Reports
- Formatting Journal Reports with Oracle BI Publisher
- Eliminating Intercompany Balances
- Intercompany Transactions Overview
- Creating Intercompany Reports
- Formatting Intercompany Reports with Oracle BI Publisher
- Sending Email Alerts from an Intercompany Report
- Running Consolidations
- Financial Management Business Process
- Consolidation Overview
- Checking Calculation Status
- Translating Financial Data
- Managing the Review Cycle with Process Management
- Process Management Overview
- Viewing Process Unit Status
- About Validating Process Units
- Calculating and Consolidating Data
- Moving Process Units Through the Review Cycle
- Managing Process Unit States in Data Grids
- Analyzing Data with Smart View
- Smart View Overview
- Accessing the Smart View Ribbon
- Connecting to Data Sources
- Specifying Smart View Options
- Viewing and Analyzing Data Using Ad Hoc Analysis
- Creating Smart Slices
- Viewing Calculation and Process Management Status in Smart View
- Entering Data Using Data Forms in Smart View
- Selecting Data Forms in Smart View
- Navigating Data Forms
- Selecting Members of Data Forms in Smart View
- Adjusting Data values
- Creating Formulas and Cell References
- Submitting Data
- Analyzing Data with Smart View Functions
- Functions in Smart View
- Creating Functions
- Setting the Point of View
- Importing Reports and Functions
- Converting Workbooks
- Navigating Financial Reports in Workspace
- Navigating Financial Reporting
- Setting Preferences
- Browsing the Repository
- Searching for Items
- Setting Advanced Options
- Previewing Reports
- Changing the User Point of View
- Printing Reports and Snapshots
- Navigating Financial Reporting Studio
- Logging On to Reporting Studio
- Opening Reports
- Previewing and Printing Reports
- Creating Basic Reports
- Report Creation Overview
- Creating Reports
- Selecting Members for Rows and Columns
- Setting the Point of View
- Adding Rows or Columns
- Saving Reports
- Formatting Cells and Grids
- Formatting Cells
- Formatting Grids
- Suppressing Data
- Applying Conditional Formatting in Grids
- Setting Up Pages
- Creating Report Objects
- Report Objects Overview
- Creating Text Boxes
- Adding Images
- Saving and Linking 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 Function Errors
- Common Text Functions
- Creating Books with Multiple Reports
- Books Overview
- Previewing and Printing Books
- Changing the Book POV
- Importing Files into the Repository
- Creating Books
- Include Related Content in Books
- Changing the Appearance of Books