Name: Hyperion Financial Management 4.1: Create & Manage Applications
Course Code: ORHY51079
Duration: 5
Scheduled Dates for ORHY51079
This course is designed to teach you how to create and manage applications with Hyperion Financial Management. You create an application, enter data, and then view the data in data grids and data entry forms. You also learn how to adjust data by using journals and entering and managing intercompany transactions. You complete the business process by consolidating data. You use Process Management to manage the financial review cycle and access the data, and you use user provisioning to add users and groups and assign access to data and documents. Exercises provide hands-on practice.
This course concludes with exam 1 of 2 of the HYPERION CERTIFIED ADMINISTRATOR (HCA) Financial Management 4.1 Create/Manage Apps.
*Course suitable for Financial Management versions 4.0 and 4.1
This course will assist in preparation for the Hyperion Certification exam Hyperion Financial Management 4.1 Professional & Hyperion Financial Management 4.1 Administrator I to earn your Hyperion Financial Management 4.1 Consultant Certified Professional & Hyperion Financial Management 4.1 Administrator Certified Associate.
Key Topics
- Introduction to Hyperion Financial Management
- About Hyperion Financial Management Features
- Product Components
- Product Architecture
- Related Hyperion Products (Hyperion Essbase, Hyperion Analyzer, and Hyperion Central)
- Navigating in Hyperion Financial Management
- Starting the Web Client
- Describing the User Interface
- Choosing Basic and Advanced User modes
- Using the Point of View Selector
- Attaching Documents
- Starting Windows Client
- Reviewing Hyperion Financial Management Tasks
- Defining Dimensions and Dimension Hierarchies
- Creating Applications
- Creating Application Profiles
- Creating Applications
- Setting Up Dimensions
- About Metadata and Setting Up Metadata Filtering by Security
- Entering Dimension Members, Setting and Reviewing Member Properties
- Opening and Editing Metadata Files
- Setting Consolidation Paths in the Entity Dimension
- Entering Currency Information
- Editing Members in Tree View and List View
- About Account Types and Balance Sheet Movement
- Setting Custom Dimension Properties for Balance Sheet Movement
- Configuring Application Settings
- Setting Exchange Rate and Currency Options
- Setting Entity and Consolidation Options
- Setting Validation Accounts
- Setting Security Options
- Setting Audit Options
- Loading Metadata from Files
- Formatting Metadata Load Files
- Loading Metadata from Files
- Extracting Metadata to Files
- Loading Metadata with Hyperion Application Link
- Adding Users and Groups
- Microsoft Windows Security and Hyperion Financial Management
- Adding Users and Groups to Applications
- Assigning Access to Data and Documents
- About Security Roles and Classes
- Assigning Roles to Users and Groups
- Creating Security Classes
- Assigning Access to Security Classes
- Security Load File Format
- Loading Security Files
- Extracting Security Files
- Loading Data
- Formatting Data Files
- Data Load Options
- Loading Data Files
- Copying Data
- Removing Data
- Entering Data in Data Grids
- Setting Up Data Grids (Rows and Columns)
- Entering and Calculating Data
- Adding Cell Text Descriptions and Line-Item Detail
- Creating Member Lists
- System and User-Defined Member Lists
- Static and Dynamic Member Lists
- Syntax for Member List Scripts
- Loading and Extracting Member Lists
- Creating Data Entry Forms
- Comparing Data Entry Forms and Data Grids
- Building Data Entry Forms
- About Data Entry Form Sections
- Setting Row and Column Options
- Adding Calculated Rows and Columns
- Adding Calculated Rows and Columns
- Loading and Extracting Data Entry Forms
- Creating Workspaces
- About Workspaces
- Creating Workspaces
- Adding Items to Workspaces
- Adding Workspaces to the Favorites Section
- Entering Intercompany Data
- About Intercompany Transactions and Eliminations
- Setting Up Entities and Accounts for Intercompany Transactions
- Entering Intercompany Data
- Creating Intercompany Matching Reports
- Adjusting Data with Journals
- About Journals
- Opening Periods for Journal Entry
- Creating Journal Templates
- Creating Adjusting Journals
- Processing Journals
- Submitting, Approving, and Posting Journals
- Viewing Adjusted Data
- Setting Up Journal Reports
- Running Journal Reports
- Rule Basics
- About Hyperion Financial Management Rules and VB Script
- Using Objects, Functions, and Variables in Rules
- Adding Hyperion Financial Management Functions
- Determining the Scope of Rules
- Creating Rules with the Rules Editor
- Scanning and Loading Rules Files
- Creating Expressions with Rules
- Creating Rules Using Dynamic Period and Year Keywords
- Creating Rules Using Math Operators
- Nesting Functions Within the EXP Function
- Prohibiting Data Entry in Certain Members
- Performing Actions Conditionally
- Retrieving Opening Balances
- Managing the Review Cycle
- About Process Management
- Setting Up Scenarios for Process Management
- Assigning Review Levels to Users
- About Process Units and Validation
- Starting Process Units
- Submitting Process Units
- Approving and Publishing Process Units
- Locking Process Units
- Running Consolidations
- About the Consolidation Process and Eliminations Processing
- Entering Exchange Rates
- Running Currency Translations
- About Application Settings for Currency Translation
- Checking Calculation Status
- Entering Consolidation Percentages
- Consolidating Data
- About Org by Period and Setting Up Org by Period
- Analyzing Data Using Smart View
- View Data Using the Ad Hoc Analysis Tool
- View Data Forms
- Use the Function Builder
- Automating Tasks
- About Task Automation
- Which Tasks can be automated?
- Setting Up Task Automation
- Setting Up Task and Data Auditing
Objectives
- Import and export data and metadata
- View and enter data by creating Web data entry forms and grids
- Define simple business calculations by using Hyperion Financial Management Rules
- Enter intercompany transactions and perform data consolidation
- Create the metadata structure, including accounts, entities, scenarios, and custom dimensions
- Manage the financial review cycle by using Process Management
- Set up security, including users, groups, security classes, and access rights
- Case Study
- Create applications and application profiles
Required Skills/Experience
- Basic Microsoft Windows skills
- Knowledge of spreadsheets
- Working knowledge of accounting
Fee: $3,750.00
Course Schedule:
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