Hyperion Financial Management Training

Hyperion Financial Management Online Training

Hyperion Financial Management Training

Introduction

Architecture

Financial Management Dimensions

  • Scenario Dimension
  • Year Dimension
  • Period Dimension
  • Entity Dimension
  • Value Dimension
  • Account Dimension
  • Intercompany Dimension
  • View Dimension
  • Custom Dimensions

Managing Applications

  • Creating Application Profiles
  • Entering Languages
  • Defining Calendars
  • Editing Frequencies
  • Editing Periods
  • Saving Application Profiles
  • Creating Applications
  • Opening Applications
  • Closing Applications
  • Deleting Applications

Managing Data

  • Working With Data Files
  • Loading Data
  • Load Method
  • Copying Data
  • Clearing Data

Using Data Grids on Window Client

  • Creating Data Grids
  • Entering/Editing Data
  • Viewing Data

Using Data Grids on Web

  • Creating Data Grids
  • Entering/Editing Data
  • Viewing Data
  • Extracting Data Grids
  • Loading Data Grids

Managing Dada Forms

  • Creating Data Forms from the Form Builder
  • Loading Data Forms
  • Extracting Data Forms
  • Deleting Data Forms
  • Entering Data
  • Viewing Data
  • Entering Cell Text
  • Entering Line Item Detail
  • Calculating Data in Data forms
  • Using Linked Forms

Consolidating Data

  • Consolidation Process
  • Entering Currency Rates
  • Entering Percentage Consolidations
  • Calculating Data
  • Translating Data
  • Consolidation Options
  • Consolidate
  • Consolidate All with Data
  • Consolidate All

Managing Metadata

  • Defining Accounts
  • Defining Custom Members
  • Defining Entity Members
  • Defining Scenario Members
  • Defining Application Settings
  • Defining Currencies
  • System Generated Accounts
  • Creating Metadata Files of APP Format

Managing Member lists

  • EnumMemberLists
  • EnumMembers List

Using Journals

  • About Journals
  • Creating Journals
  • Regular Journals
  • Auto reversing Journals
  • Managing Journal Templates
  • Standard Templates
  • Recurring Templates
  • Process Journals

Managing Inter Company Transactions

  • Creating Inter Company Transactions
  • Matching Inter Company Transactions
  • Assigning Reason Codes
  • Posting IC Transactions

Managing Process Management/Submission Phases

  • Using Process Control
  • Promoting Process Units
  • Approving Process Units
  • Publishing Process Units
  • Locking/Unlocking Process Units

Using Smart view

  • Creating Adhoc Reports
  • Managing Function Builder
  • Import/Export Data forms
  • Creating Templates

Application Security

  • Provisioning Users
  • Creating Security Classes
  • Assigning Access Control to Users

Migration and LCM

  • Using Copy Application Utility
  • Migrating Artifacts using LCM
  • Application to File system
  • File System to Application

Basics of Rules

  • Rule Functions
  • Types of Rules
  • Understanding Sample Rule Files

Reporting

  • Creating Connection
  • Using Data Grids
  • Using Charts (Bar, Line, Pie charts)
  • Conditional Formatting
  • Creating PDF Reports
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