Oracle Hyperion Smart View 11.1.2 for Planning (Self-Study Course)

 

Who should attend

  • Business analysts
  • Project managers
  • Developers
  • End users

Prerequisites

  • Moderate experience with the Microsoft Office suite
  • Familiarity with Microsoft Windows
  • Basic understanding of financial planning and budgeting concepts

Course Objectives

  • Open and navigate data forms
  • Enter,spread,and calculate data in data forms
  • Perform approval process tasks such as validating and promoting planning units
  • Open and complete task lists in Microsoft Excel and Outlook
  • Use adhoc analysis to to analyze Planning data slices
  • Set Smart View options
  • Connect to shared and private data sources
  • Manage Planning data in offline mode
  • Embed dynamic data points into Microsoft Word and PowerPoint
  • Import Workspace documents into Excel, Word, and PowerPoint
  • Navigate the Smart View interface
  • Describe the key features and benefits of Smart View for Planning

Product Description

  • Introduction to Smart View
    • Oracle’s Hyperion EPM System
    • Smart View Overview
    • Oracle Hyperion Architecture
    • Installing Smart View
    • Smart View Excel Interface
    • Connection Types
    • Connecting to Data Sources
    • Smart View Options
  • Entering Data in Data Forms
    • Working with Data Forms in Excel
    • Entering Data
    • Annotating Data Cells
    • Calculating Data Values
    • Submitting Data
    • Monitoring Planning Jobs in Job Console
  • Managing the Approval Process
    • Planning Approval Process Overview
    • Viewing Planning Unit Details
    • Validating Planning Units
    • Resolving Data Validation Errors
    • Changing Planning Unit Statuses
    • Annotating Planning Units
    • Setting Up Out of Office Assistant
    • Moving Version Data Between Planning Units
  • Managing Task Lists
    • Task List Overview
    • Opening Task Lists
    • Viewing Task Details and Instructions
    • Integrating Tasks Lists with Outlook
    • Executing and Completing Tasks
    • Printing Task Detail
  • Analyzing Data with Ad Hoc Analysis Tools
    • Ad Hoc Analysis Overview
    • Starting Ad Hoc Analysis
    • Zooming In and Out on Dimensions
    • Formatting Ad Hoc Grids
    • Selecting POV Dimension Members
    • Pivoting Dimensions and Removing Dimension Members
    • Saving Ad Hoc Grids
    • Cascading Data Slices
  • Taking Data Forms Offline
    • Offline Planning Overview
    • Offline Planning Process
    • Downloading Data Forms
    • Connecting to Offline Data Sources
    • Entering, Analyzing, and Adjusting Data Offline
    • Synchronizing Offline Data to Planning
    • Refreshing Offline Data Form Definitions
  • Embedding Dynamic Data Points
    • Embedding Excel Data Points in Word
    • Embedding Excel Data Points in PowerPoint
    • Copying and Pasting Data Points across Microsoft Office
    • Changing the POV in Word and PowerPoint
  • Importing Workspace Documents into Microsoft Office
    • Integration Overview
    • Importing Workspace Documents
    • Editing and Refreshing Workspace Documents

Price on request

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