oracle hyperion financial management

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Oracle Hyperion Financial Management (HFM) Online Training Glory IT Technologies

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Page 1: Oracle hyperion financial management

Oracle Hyperion Financial Management (HFM) Online Training

Glory IT Technologies

Page 2: Oracle hyperion financial management

Introduction to Financial Management

About Oracle's Enterprise Performance Management Suite

Financial Management Solution Financial Consolidation, Reporting, Analysis

and Product Components Financial Management Architecture

Page 3: Oracle hyperion financial management

Navigating in Financial Management

Logging On to WorkspaceFinancial Management Applications OverviewOpening ApplicationsNavigating Financial ManagementManaging Documents

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Managing Dimensions with Performance Management Architect

Dimension LibraryCreating DimensionsCreating Dimension MembersProperty Value InheritanceCreating Alternate HierarchiesManaging MembersWorking with Grid EditorSetting Up Languages

Page 5: Oracle hyperion financial management

Importing Dimensions from a File

About Metadata Load FilesFormatting Metadata Load FilesSetting Up DimensionsManaging LanguagesLoading MetadataViewing Job StatusLoading Metadata with Interface Tables

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Creating and Deploying Applications

Creating ApplicationsWorking with Local and Shared DimensionsConfiguring Application SettingsDeploying Application ProcessValidating ApplicationsDeploying ApplicationsViewing Job StatusLifecycle Management Overview

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Configuring Accounts and Custom Dimensions

• About Accounts and Custom Dimensions• Setting Up Account Types and Hierarchies• Setting Up Accounts and Custom Dimensions• Auditing Account Data• Intercompany Account and Other Account

Properties

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Setting Up Entities, Calendars and Scenarios

Setting Up EntitiesSetting Up CalendarsSetting Up Scenarios

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Loading Data

o Formatting Data Load Fileso Loading Data Fileso Extracting Datao Exporting Data with Extended Analyticso Copying and Removing Data

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Entering Data Using Data Grids

Accessing Data GridsChanging the Grid Layout and DisplaySelecting MembersSaving Grid SettingsEntering Data and Filling Multiple CellsAdding Cell Text and Line-Item Detail

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Creating Member Lists in Financial Management

About Member ListsSystem and User-Defined Member ListsCreating Member ListsIdentifying Member Lists in a FileCreating Static Member ListsCreating Dynamic Member ListsLoading and Extracting Member Lists

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Managing Rules With Calculation Manager

Calculation Manager OverviewCreating FormulasCreating RulesCreating Rule SetsDeploying RulesImporting and Exporting Calculation Manager

Objects

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Setting Up Security

• About Levels of Security• Provisioning User and Group Security• Application Settings for Security• Data Access and Document Access• Assigning Access to Security Classes• Running Security Reports• Loading and Extracting Security

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Creating Data Forms

About Data FormsAccessing the Form BuilderDefining the Point of ViewDefining Columns and RowsFormatting Columns and RowsExporting Data to Spreadsheets

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Managing Task Lists

About Task Lists Creating Task Lists Adding Items to Task Lists Organizing Task List Items

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Entering Intercompany Data

Intercompany Transactions OverviewIntercompany Elimination ProcessSetting Up Entities and Accounts for

Intercompany DataCreating and Running Intercompany Matching

ReportsFormatting Intercompany Reports with Oracle

BI Publisher

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Adjusting Data with Journals

Journals OverviewOpening Periods for Journal EntrySetting the Point of ViewJournal Balance TypesCreating Journal Templates and journalsEntering Journal DataManaging the Journals Review ProcessCreating and Running Journal Reports

Page 18: Oracle hyperion financial management

Translating Data

Data Translation OverviewEntering Exchange RatesChecking Translation StatusTranslating Data in Data GridsCustom Translations Overview

Page 19: Oracle hyperion financial management

Running Consolidations

• Consolidation Process Overview• Managing Ownership Percentages• Checking Consolidation Status• Consolidating Data• Setting Up Organization by Period

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Managing the Review Cycle Using Process Management

o Process Management Overviewo Enabling Process Managemento Managing Phased Submissiono Viewing Process Unitso Validating Process Unitso Moving Process Units Through the Review

Cycleo Locking and Unlocking Data

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Sharing Data Using Data Synchronization

• Data Synchronization Overview• Creating Mapping Tables• Creating Data Synchronizations• Filtering and Mapping Dimensions• Data Flows• Scheduling and Running Data Synchronizations

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Analyzing Data Using Smart View

Smart View Overview Connecting to a Data Source Viewing Data with the Ad Hoc Analysis Tool Displaying Cell Text and Calculation Status Creating Free-Form Worksheets Entering Data by Using Data Forms Calculating, Translating, and Consolidating Data

in Smart View Functions in Smart View

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Contact us for free Demo

We stay with you until you get the results you want. If you really interested, please let me know . We will arrange the Demo Session. Feel Free to call us any time.

Thanks & RegardsSrinivasGloryITTechnologiesEmail:[email protected]:+91-9032813456/+91-9160177789Skype ID : gloryittechnologies

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THANK YOU