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Oracle Hyperion Planning

Introduction

• What is BI

• Components of BI

• What is EPM/CPM/BPM

• Why Business Intelligence and Performance Management

• Concept of Multi-Dimentional Database/Cube/OLAP

• Operational Planning and Strategic Planning

Course Content

Implementation Life Cycle, Business Requirement Collection and Analysis

• Scope definition of the Implementation project
• Discussions with business users
• Forecast, Budgeting, actual variance comparison
• General Ledger  Structure examination
• Determination of planning type and report requirements
• Calculation and allocation requirements
• Data entry method selection
• Actual data load approached

Essbase 101

• What is Essbase
• Essbase Components
• Essbase Administration Services and Administration Console
• Essbase Application, Database, Outline, Dimension and Members.
• Consolidation Operators
• Dimension orders in an Outline
• Essbase Hierarchy and Member Descriptors
• Dense and Sparse Dimensions
• UDA and Attribute dimension
• Essbase Storage Properties
• Building Dimension with  Load Rule
• Loading Data into Essbase
• Calculating Essbase
• Outline Calculation and Calc Script Calculations
• Data Block fundamentals
• Block Size, the number of cells in a black and  the number of the blocks,  Data block category
• Dirty Blocks and Intelligent Calculations
• What is Calculation Scripts
• What Calculation Scripts can do
• Calculation Script Sessions
• Calculation Commands
• Common Calculation Functions
• Substitution Variables
• Two Pass Calculations
• Time Balance
• Dynamic Time Series
• BSO Optimization
• Block Storage Option (BSO) vs. Aggregate Storage Option(ASO)
• Smart View and Excel Add-in with Essbase

Planning Architecture and  Planning Application Creation Procedures

• Introducing Navigating Workspace
• Opening Planning Applications
• Navigating in Planning
• Creating Planning Dimensions
• Selecting Aggregation, Data Storage and Calculation Options
• Creating Applications Using Performance Management Architect
• Adding Dimensions to Shared Library
• Working with Shared and Local Dimensions
• Creating and Managing Members
• Creating Associations Between Dimensions
• Adding Currencies and Aliases
• Exchange Rate Maintenance
• Automating Performance Management Architect Tasks
• Creating Time Periods, Account, Entity, Scenarios, Version dimensions
• Creating User-Defined Elements
• Creating User-Defined Dimensions, such as Department, Production, Region
• Creating Attributes
• Assigning Attribute Values
• Member Formula Overview
• Creating Smart Lists

Loading Metadata

• Creating Matadata Load Rules
• Loading Metadata from Interface Tables

Loading Data Using  Data Load Rules

• Data loading approaches
• Data load rule creation
• Loading Data Using ETL Tools

Planning Security Profile Setup and Administration

• User and Group Provisioning Overview
• Provisioning Users and Groups
• User Roles
• Generating Provisioning Reports
• Assigning Access Rights
• Importing Access Rights
• Creating Security Filters

Data Entry Forms Development

• Creating Composite Data Forms
• Entering data into Data Form
• Printing Data Form Definition Reports
• Assigning Access Rights to Data Forms
• Assigning Data Form Folder Security
• Exporting and Importing Data Forms
• Setting up Custom Messaging
• Specifying Advanced Settings
• Setting Up User Preferences

Entering and update Data in Data Forms

• Launching Dimension Editor from Data Forms
• Spreading Data
• Adjusting and Annotating Data
• Calculating Data in Data Forms
• Entering Data with Smart Lists
• Navigating Data Forms with Menus

Smart View

• Working with Smart View
• Working with Ad Hoc Analysis
• Entering and Submitting Data in Smart View
• Working with Offline Planning

Business Rule Development

• Business Rules Creation Process
• Assigning Calculation Manager Security
• Determining Calculation Requirements
• Launching Calculation Manager
• Setting Up Business Rules
• Validating and Deploying Rules
• Assigning Launch Access and Launching Business Rules
• Creating Custom-Defined Templates
• Creating Business Rules with Templates
• Creating Rulesets
• Validating and Deploying Business Rulesets
• Creating Variables
• Setting Up Runtime Prompt Variables
• Creating Formula Components

Review Cycle and Task List

• Copying Data Between Versions
• Navigating Task Lists
• Building Task Lists
• Assigning Access to Task Lists
• Validating Task Lists and Reporting on Task Lists
• Brief Introduction to Classic Application Creation Process

 

Hyperion Report

Developing Reports Using Reporting Studio

• Financial Reporting Features
• Financial Reporting Data Sources
• Logging On to Financial Reporting Studio
• Setting Preferences
• Browsing the Repository and Searching for Items
• Setting the User Point of View
• Printing Reports and Snapshots
• Integrating Reports into Microsoft Office Applications
• Creating Basic Reports
• Creating Reports and Grids
• Applying Conditional Formatting in Grids
• Specifying Page Settings
• Creating Text Boxes
• Adding Images
• Saving Report Objects
• Inserting Saved Report Objects
• Designing Headers and Footers
• Inserting Text Functions into Reports
• Creating Dynamic Values
• Setting Up Books
• Previewing and Printing Books
• Modifying Book POVs
• Importing Files into the Repository
• Changing the Appearance of Books
• Creating Batch, Books  in Workspace



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