Hyperion Financial Management Training

Hyperion Financial Management Online Training

Summary

Overview, Navigation, Dimensionality and the End User Process

EPMA Application Creation and Design

Data Loading, Document Management, Intercompany Setup

Journals, Financial Rules, Consolidation and Translation

Life Cycle Management, Security, Smart View

Detailed Agenda

HFM Overview

  • Logging onto the Workspace
  • Access & Navigate HFM Web
  • HFM Dimensions
  • Introducing FDM

The End User Process

  • Data Forms Overview
  • Data Grids Overview
  • Consolidating
  • Promoting a Process Unit
  • Financial Reports
  • Working with Books

Application Build

  • Application Building
  • Periods
  • Scenarios
  • Missing Data as Zero
  • Accounts
  • Currencies
  • Entity and ICP
  • Default Settings
  • Local and Shared Members
  • Dimension Associations
  • Grid Editor
  • Multiple Apps/Products
  • Viewing Log Files
  • Profiles and Importing
  • Configurable Dimensionality

Member Lists

  • Static Member Lists
  • Dynamic Member Lists

Loading Data

  • Load and Review Data
  • Load Methods

Data Forms

  • Creating Data Forms
  • Linked Forms

Data Grids

  • Understanding Data Grids
  • Design Considerations for Data Grids

Other Documents

  • Creating Other Documents
  • Creating and Maintaining Task Lists

Exchange Rates

  • Entering Exchange Rates
  • Value Dimensions and Custom Dimension Combinations

Intercompany

  • Intercompany Setup
  • Intercompany (IC) Input & Elimination
  • ICP Matching Report

Journals

  • Journal Setup
  • Creating Journals
  • Processing Journals
  • Journal Reports

HFM Calculations

  • Writing Rules
  • Calculation Manager
  • Creating Basic Rules
  • Conditions and Variables

Process Control

  • Process Control Setup
  • Phased Submissions

Consolidation and Translation

  • Running Consolidations
  • Value Dimension Review
  • Subcubes
  • ‘On the Fly’ Currency Translations

Security Users, Groups & Classes

  • User Roles
  • Creating Users, Groups and Classes
  • Provisioning User Access

Smart View Overview

  • Smart View Panel
  • Smart View Toolbar
  • Member Selection
  • Ad Hoc Analysis
  • Smart View Options
  • Smart View Data Forms