Oracle Hyperion Planning 11.1.2: Create Manage Applications
This Hyperion Planning 11.1.2.4 training will teach you how to create and administer Planning applications. You'll learn how to manage metadata and add dimensions and members.
Learn To:
- Create and deploy planning applications.
- Manage metadata by adding and importing dimensions and members.
- Load data.
- Set up security for users, groups, and members.
- Create and customize forms, menus, and task lists.
- Migrate application artifacts.
- Set up and test business rules.
- Set up and manage the approval process.
Skills Gained
- Create and deploy Planning applications
- Manage metadata and data
- Set up security for users
- groups
- and members
- Create and customize forms
- menus
- and task lists
- Migrate application artifacts
- Verify application setup
- Set up and test business rules
- Set up and manage the approval process
Prerequisites
- Basic knowledge of business modeling
- Knowledge of Essbase administration
- Basic knowledge of Microsoft Windows
- Basic knowledge of financial planning and budgeting concepts
Course Outline
Introduction to Planning
- Oracle Hyperion Planning
- Planning Architecture
- Planning Business Process
- Planning Business Scenario
Navigating Planning
- Interface: Overview
- Launching the Simplified Interface
Introduction to Applications and Dimensions
- Planning Application: Overview
- Application Framework
- Planning Dimensions
- Aggregate Storage Databases
- Data Block Creation Process
- Aggregation, Storage, and Calculation Options
Creating Planning Applications
- Application Creation Process
- Managing Data Sources
- Creating Simple Applications
- Creating Advanced Applications
- Refreshing Essbase Databases
- Adding Plan Types
Managing Dimensions
- Building Dimension Hierarchies
- Performance Settings and Data Type Evaluation Order
- Accessing Dimensions Information
- Managing Dimensions in the Simplified Interface
- Managing Dimensions in EPM Workspace
- Managing Dimensions in Smart View
Setting Up Aliases, Currencies, Years, and Periods
- Creating Aliases
- Adding Currencies
- Customizing Time Periods
Setting Up Scenarios and Versions
- Scenarios and Versions
- Creating Scenarios
- Creating Versions
Loading Metadata
- Metadata Load Options
- Creating Metadata Load Files
- Exporting Metadata
- Importing Metadata
- DRM Metadata Load Process
- Application Management
Creating User-Defined Elements
- Creating Member Formulas
- User-Defined Dimensions
- Attribute Dimensions
- Adding User-Defined Attributes
- Smart Lists: Overview
- Enabling the Simplified Interface
- Customizing Interface Appearance
Setting Up Exchange Rates
- Currencies and Exchange Rates
- Creating Exchange Rate Tables
- Currency Conversion Calculation Scripts
Loading and Calculating Data
- Data Load Options
- Managing Planning Data
- Exporting Data
- Importing Data
- FDMEE Data Load Process
- Data Calculations
Setting Up Planning Security
- Planning Security: Overview
- User and Group Provisioning in Shared Services
- Specifying Advanced Settings
- Assigning Access Permissions
Creating Forms
- Forms: Overview
- Form Components
- Creating Simple Forms
- Creating Composite Forms
- Exporting and Importing Forms
Enhancing Forms
- Creating Complex Forms
- Specifying Application Settings
- Specifying User Variables
- Setting Individual Display Options
- Creating Menus
- Creating Formula Rows and Columns
- Building Validation Rules
Entering Data in Planning
- Navigating Forms
- Submitting Data in Forms
- Filtering Data
- Sorting Data
- Spreading Data
- Adjusting Plan Data
Annotating and Analyzing Data
- Adding Annotations to Plan Data
- Clearing Cell Details
- Working with Ad Hoc Grids
Managing Business Rules
- Business Rules: Overview
- Determining Calculation Requirements
- Launching Calculation Manager and Rule Components
- Managing Views
- Creating Business Rules and Rule Sets
- Validating and Deploying Rules
- Assigning Business Rule Security
- Launching Business Rules
Managing the Approval Process
- Approvals Dashboard
- Planning Unit Approval States
- Reviewer Actions
- Impact of Entity Hierarchy on the Review Process
- Managing the Review Cycle
- Viewing and Resolving Validation Errors
- Copying Data Between Versions
- Copying Data
Creating Task Lists
- Task Lists: Overview
- Navigating Task Lists
- Task List Creation Process
Appendices
- A: Creating Applications in Performance Management Architect
- Case Study
Creating Task Lists
- Task Lists: Overview
- Navigating Task Lists
- Task List Creation Process
Appendices
- A: Creating Applications in Performance Management Architect
- Case Study
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