l02 navigate
TRANSCRIPT
Navigating Financial Management
ObjectivesAfter completing this lesson, you should be able
to:Describe the user interface componentsNavigate WorkspaceDescribe the business process (tasks) in a typical
monthly reporting financial cycleDescribe metadata in Financial ManagementDescribe dimensions and dimension hierarchiesLog in to WorkspaceDescribe the difference between Basic and
Advanced User ModesSelect dimension members using the Point of View
(POV) SelectorManage documents in Financial Management
Financial Management Components
Manage Financial Management applications
Workspace
Manage enterprise financial information
FinancialManagement
Performance Management Architect
Manage financial data
Workspace Overview
Open application tabs
Menu / Toolbar
View pane
Content pane
Navigate menu to access Performance Management Architect and applications
Navigating Workspace
Performance Management Architect Options
Financial Management Overview
Run and publish financial reports
Load and add data
Calculate data
Translate& consolidate data
Approve dataLock data
Adjust data
Metadata
January actual sales for Cola in Manhattan are 3689.00.
Data
Metadata
3689.00
Dimensions
Geographical
United States
California
Connecticut
Massachusetts
Account Entity Period
Income Before Taxes
Gross Margin
Interest Charges
Admin Expense
Total Revenues
Sales
Sales Interco
Total Costs
Salaries
Quarter1
January
February
March
Dimension Hierarchies
Descendants of Gross Margin
ParentsChild of Gross Margin
Income Before Taxes
Gross Margin
Total Revenues
Sales
Other Revenues
Total Costs
Salaries
500
900
400
200
700
400
Dimensions and DataData aggregates to the parents.
Data is input to base-level members. 200
700
400
Income Before Taxes
Gross Margin
Total Revenues
Sales
Other Revenues
Total Costs
Salaries
500
900
400
Financial Management Dimensions
Scenario
Period
Year
View
Entity
Value
Account
Intercompany Partner
Value Dimension
Contribution Total stores the value that aggregates to the parent.
Entity Currency stores the original input or loaded value.
These members store the intermediary values used to derive Contribution Total.
Logging On to WorkspaceYour Web server name
Your Network ID and password
Opening ApplicationsFinancial Management applications are in the Consolidation group.
Navigating Financial Management
Choose a command from the menu or click a toolbar button.
Maximize content pane
View pane
Open application
View Pane
Project View
Browser View
Project View buttonBrowser View button
Advanced and Basic Modes
Setting the Point of ViewClick a dimension to select a member.Scroll to view more dimensions.
Selecting Members
Member list
Top parent
Managing DocumentsManage Documents
SummaryIn this lesson, you should have learned to:
Describe the user interface componentsNavigate WorkspaceDescribe the business process (tasks) in a
typical monthly reporting financial cycleDescribe metadata in Financial ManagementDescribe dimensions and dimension
hierarchiesLog in to WorkspaceDescribe the difference between Basic and
Advanced User ModesSelect dimension members using the Point of
View (POV) SelectorManage documents in Financial Management