Oracle hyperion financial management
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The document provides an overview of Oracle Hyperion Financial Management (HFM) online training, covering various aspects of financial management such as application creation, dimension management, data loading, and intercompany transactions. It outlines the course structure including topics like configuring accounts, managing rules, ensuring security, and analyzing data with Smart View. Contact information for demo sessions is also included.
Oracle hyperion financial management
- 1. Oracle Hyperion Financial Management (HFM) Online Training Glory IT Technologies
- 2. Introduction to Financial Management About Oracle's Enterprise Performance Management Suite Financial Management Solution Financial Consolidation, Reporting, Analysis and Product Components Financial Management Architecture
- 3. Navigating in Financial Management Logging On to Workspace Financial Management Applications Overview Opening Applications Navigating Financial Management Managing Documents
- 4. Managing Dimensions with Performance Management Architect Dimension Library Creating Dimensions Creating Dimension Members Property Value Inheritance Creating Alternate Hierarchies Managing Members Working with Grid Editor Setting Up Languages
- 5. Importing Dimensions from a File About Metadata Load Files Formatting Metadata Load Files Setting Up Dimensions Managing Languages Loading Metadata Viewing Job Status Loading Metadata with Interface Tables
- 6. Creating and Deploying Applications Creating Applications Working with Local and Shared Dimensions Configuring Application Settings Deploying Application Process Validating Applications Deploying Applications Viewing Job Status Lifecycle Management Overview
- 7. 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
- 8. Setting Up Entities, Calendars and Scenarios Setting Up Entities Setting Up Calendars Setting Up Scenarios
- 9. Loading Data o Formatting Data Load Files o Loading Data Files o Extracting Data o Exporting Data with Extended Analytics o Copying and Removing Data
- 10. Entering Data Using Data Grids Accessing Data Grids Changing the Grid Layout and Display Selecting Members Saving Grid Settings Entering Data and Filling Multiple Cells Adding Cell Text and Line-Item Detail
- 11. Creating Member Lists in Financial Management About Member Lists System and User-Defined Member Lists Creating Member Lists Identifying Member Lists in a File Creating Static Member Lists Creating Dynamic Member Lists Loading and Extracting Member Lists
- 12. Managing Rules With Calculation Manager Calculation Manager Overview Creating Formulas Creating Rules Creating Rule Sets Deploying Rules Importing and Exporting Calculation Manager Objects
- 13. 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
- 14. Creating Data Forms About Data Forms Accessing the Form Builder Defining the Point of View Defining Columns and Rows Formatting Columns and Rows Exporting Data to Spreadsheets
- 15. Managing Task Lists About Task Lists Creating Task Lists Adding Items to Task Lists Organizing Task List Items
- 16. Entering Intercompany Data Intercompany Transactions Overview Intercompany Elimination Process Setting Up Entities and Accounts for Intercompany Data Creating and Running Intercompany Matching Reports Formatting Intercompany Reports with Oracle BI Publisher
- 17. Adjusting Data with Journals Journals Overview Opening Periods for Journal Entry Setting the Point of View Journal Balance Types Creating Journal Templates and journals Entering Journal Data Managing the Journals Review Process Creating and Running Journal Reports
- 18. Translating Data Data Translation Overview Entering Exchange Rates Checking Translation Status Translating Data in Data Grids Custom Translations Overview
- 19. Running Consolidations • Consolidation Process Overview • Managing Ownership Percentages • Checking Consolidation Status • Consolidating Data • Setting Up Organization by Period
- 20. Managing the Review Cycle Using Process Management o Process Management Overview o Enabling Process Management o Managing Phased Submission o Viewing Process Units o Validating Process Units o Moving Process Units Through the Review Cycle o Locking and Unlocking Data
- 21. 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
- 22. 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
- 23. 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 & Regards Srinivas GloryITTechnologies Email:[email protected] Phone:+91-9032813456/+91-9160177789 Skype ID : gloryittechnologies
- 24. THANK YOU