Oracle Hyperion Planning 11.1.2 for Interactive Users (D68033GC10)
This course is designed to teach you how to use Planning. It includes an overview of Planning features, capabilities, and its relationship with Essbase. You create data forms and task lists, enter and adjust data, set up calculations with Calculation Manager, and move a plan through the budget review-and-approval process. In addition to working with Planning data forms in Smart View, you can launch the current data form in Smart View from a Planning menu item, setting up an automatic connection to the Planning provider. You learn how to create management-quality reports with Financial Reporting. Exercises provide hands-on practice. Learn To: Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirementsNavigate Workspace to access Planning and Financial ReportingCreate and test data formsEnter and adjust data in Planning and Smart ViewSet up and test business rulesMove plans through a budget review cycleFor students new to Oracle Hyperion Planning, it is suggested that you view the Planning Overview Tutorial before attending class.
Skills Gained
- Navigate Workspace to access Planning and Financial Reporting
- Create and test data forms
- Enter and adjust data in Planning and Smart View
- Set up and test business rules
- Move plans through a budget review cycle
- Set up and implement task lists
- Create reports to analyze planning results
- Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirements
Who Can Benefit
- End Users
- Functional Implementer
- Sales Consultants
Prerequisites
- Planning and budgeting concept
- MS Windows knowledge
- MS Excel knowledge
- Client-server concept
Syllabus
Planning Overview
- Oracle’s Enterprise Performance Management System
- Planning Features
- User Roles
- Planning Interface
- Planning Applications
- Planning and Essbase
Navigating Workspace
- Workspace Overview
- Launching Workspace
- Opening Planning Applications
- Navigating in Planning
Planning Dimensions, Data, and Security
- Plan Types
- Planning Dimensions
- Aggregation, Storage, and Calculation Options
- Planning Security Overview
Creating Data Forms and Folders
- Data Forms and Folders Overview
- Creating Simple Data Forms
- Creating Composite Data Forms
- Data Form Access
Customizing Data Forms
- Creating Menus
- Creating Formula Rows and Columns
- Building Validation Rules
- Processing Cells for Data Validation
- Setting Up Custom Messaging
- Setting Up User Preferences
Entering Data in Planning
- Working with Data Forms
- Data Entry Tasks
- Entering Data Using Smart Lists
- Filtering Data
- Sorting Data
- Spreading Data
- Spreading Data by Using Mass Allocate
- Calculating Data in Data Forms
Adjusting and Annotating Data
- Adjusting Plan Data
- Adding Annotations to Plan Data
- Performing Ad Hoc Actions in Data Forms
Navigating Smart View
- Smart View Overview
- Setting Smart View Options
- Connecting to Data Sources
- Managing Task Lists in Excel and Outlook
- Working with Data Forms in Smart View
Performing Tasks in Smart View
- Spreading Data by Using Grid Spread
- Spreading Data by Using Mass Allocate
- Data Calculation in Smart View
- Entering Supporting Detail in Smart View
- Managing Planning Processes in Smart View
- Copying Versions in Smart View
- Monitoring Job Statuses in Smart View
- Managing Planning Data Offline in Smart View
Creating Business Rules in Calculation Manager
- Business Rules Overview
- Assigning Calculation Manager Security
- Determining Calculation Requirements
- Launching Calculation Manager
- Setting Up Business Rules
- Rule Components
- Working in Script Mode
- Validating Business Rules
Working with Business Rule Templates
- Templates Overview
- Creating Custom Templates
- Implementing System Templates in Business Rules
Customizing Business Rules
- Creating Variables
- Creating Formula Components
Setting Up the Approval Process
- Approval Process Overview
- Planning Unit Hierarchies
- Scenario and Version Combinations
- Building Approval Process Validation Rules
- Attribute-Based Validation Rules
Managing the Approval Process
- Planning Unit Process States
- Reviewer Actions
- Impact of Entity Hierarchy on the Review Process
- Managing the Review Cycle
- Copying Data Between Versions
- Clearing Cell Details
Creating Task Lists
- Task Lists Overview
- Navigating Task Lists in Basic Mode
- Navigating Task Lists in Advanced Mode
- Creating Task Lists
- Printing Task List Reports
Financial Reporting
- Financial Reporting Functionality and Architecture
- Financial Reporting Data Sources
- Setting Preferences
- Previewing Reports
- Printing Reports and Snapshots
- Working with Reporting Studio
- Opening Reports
- Previewing and Printing Reports
Creating Basic Reports
- Report Creation Overview
- Creating Reports
- Creating Grids
- Selecting Members for Rows and Columns
- Setting the Point of View
- Adding Rows or Columns
- Saving Reports
Supporting Details and Grids
- Selecting Multiple Database Connections in Reports
- Setting Up Details in Reports
- Creating Related Content in Reports and Books
Formatting Cells and Grids
- Formatting Cells
- Formatting Grids
- Suppressing Data in Grids
- Applying Conditional Formatting in Grids
- Changing Page Settings
Creating Report Objects
- Report Objects Overview
- Creating Text Boxes
- Adding Images
- Saving Report Objects
- Inserting Saved Report Objects
- Linked Object Properties
- Designing Headers and Footers
- Designing Row and Column Templates
Adding Text Functions
- Text Functions Overview
- Inserting Text Functions in Text Boxes
- Inserting Text Functions in Heading and Text Cells
- Customizing Page Headings
- Creating Dynamic Values with the Current Keyword
- Displaying the Row and Column Ids
- Displaying Text Function Errors
- Common Text Function
Creating Books
- Books Overview
- Previewing and Printing Books
- Previewing Static HTML Output
- Changing the Book POV
- Creating Books in Workspace
- Changing the Appearance of Books
