Oracle Hyperion Planning 11.1.2: Create & Manage Applications (Self-Study Course)

 

Who should attend

  • Developers
  • End users

Prerequisites

  • Basic knowledge of Microsoft Windows
  • Basic knowledge of planning and budgeting
  • Working knowledge of Essbase recommended

Course Objectives

  • Create EPMA Planning applications
  • Manage metadata
  • Set up security for users, groups, and member access
  • Create data forms and enter data
  • Set up and test business rules
  • Review budget data in Process Management
  • Migrate application artifacts
  • Configure classic Planning applications

Product Description

  • Planning Overview
    • Oracle's Enterprise Performance Management System
    • Planning Features
    • Planning Architecture
    • Planning and Essbase
  • Navigating Workspace
    • Workspace Overview
    • Launching Workspace
    • Opening Applications
    • Navigating in Planning
  • Dimensions Overview
    • Methods for Creating Applications
    • Plan Types
    • Planning Dimensions
    • Data Block Creation Process
    • Aggregation, Storage, and Calculation Options
  • Managing Dimensions with Performance Management Architect
    • Navigating Performance Management Architect
    • Application Creation Process
    • Managing Dimensions
    • Creating Members in Dimension Library
    • Managing Members
    • Organizing Shared Library
    • Creating Aliases
    • Adding Currencies
  • Setting Up the Period, Year, Scenario, and Version Dimensions
    • Customizing Time Periods
    • Creating Scenarios
    • Creating Versions
  • Setting Up the Entity Dimension
    • Entities Overview
    • About Saving Dimensions
    • Adding and Modifying Entities
    • Deleting Entities
  • Setting Up the Account Dimension
    • Accounts Overview
    • Saved Assumptions
    • Data Types and Exchange Rate Types
    • Creating Account Hierarchies
    • Consolidation Order
    • Consolidation Order: Example
  • Creating User-Defined Elements
    • User-Defined Dimensions
    • Adding Attributes
    • Creating Member Formulas
    • Adding User-Defined Attributes
    • Working with Smart Lists
  • Loading Metadata from Files
    • Metadata Load Files Overview
    • Formatting Metadata Load Files
    • Loading Metadata
    • ERP Integrator Metadata Load Process
    • Loading Metadata into Shared Library
  • Creating Applications
    • Application Creation Process
    • Application Criteria
    • Creating Applications with Application Creation Wizard
    • Adding Dimensions from Shared Library
    • Adjusting Performance Settings
    • Setting Up Data Type Evaluation Order
    • Activating Dimension Associations
  • Deploying Applications
    • Deployment Process
    • Validating Applications
    • Deploying Applications to a Planning Server
    • Redeploying Applications
    • Setting Planning Properties
  • Setting Up Exchange Rates
    • Currencies and Exchange Rates
    • Creating Exchange Rate Tables
    • Generating Currency Conversion Calculation Scripts
  • Provisioning Users and Groups for Planning
    • Planning Security Overview
    • User and Group Provisioning Overview
    • Setting Up Users and Groups
    • Printing Provisioning Reports
  • Creating Data Forms
    • Creating Simple and Composite Data Forms
    • Exporting and Importing Data Forms
    • Creating Formula Rows and Columns
    • Building Validation Rules
    • Processing Cells for Validation
    • Setting Up Custom Messaging
  • Entering Data in Planning
    • Navigating Data Forms
    • Submitting Data in Data Forms
    • Filtering Data
    • Sorting Data
    • Spreading Data
  • Adjusting and Annotating Plan Data
    • Adjusting Plan Data
    • Adding Annotations to Plan Data
    • Performing Ad Hoc Actions on Data Forms
    • Calculating Data in Data Forms
  • Managing Business Rules
    • Business Rules Overview
    • Assigning Calculation Manager Security
    • Determining Calculation Requirements
    • Launching Calculation Manager
    • Setting Up Business Rules
    • Validating and Deploying Rules
    • Creating Business Rules from Templates
    • Creating and Deploying Rulesets
  • Creating Process Management Validation Rules
    • Building Process Management Validation Rules
    • Adding Process Management Validation Messages and Color Cues
    • Updating the Promotional Path with Process Management Validation Rules
    • Validation Rule Evaluation and Precedence
    • Verifying and Enabling Process Management Validation Rules
    • Attribute Based Process Management Validation Rules
  • Managing the Approval Process
    • Planning Unit Process States
    • Reviewer Actions
    • Impact of Entity Hierarchy on the Review Process
    • Managing the Review Cycle
    • Copying Data Between Versions
    • Copying Relational Data for Dimensional Hierarchies
    • Clearing Cell Details
  • Creating Task Lists
    • Task Lists Overview
    • Navigating Task Lists in Basic Mode
    • Navigating Task Lists in Advanced Mode
    • Task List Creation Process
    • Printing Task List Reports
  • Migrating Applications and Artifacts
    • Lifecycle Management Overview
    • About Artifacts
    • Application and Artifact Migration Process
    • Migration Scenarios
    • Automating Migration Tasks
    • Running the Lifecycle Management Utility
    • Accessing and Viewing Migration Status Reports
    • Viewing Audit Reports
  • Setting Up Classic Applications
    • Classic Planning Application Set Up Process
    • Building Dimension Hierarchies
    • Setting Up Attributes
    • Creating Alias Tables
    • Smart List Creation Process
    • Setting Up UDAs
    • Loading Metadata and Data into Classic Applications
    • Exporting and Importing Data Forms

Price on request

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