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    Hyperion Financial Management Training

    BY
    Mindmajix Technologies

    Brochure Enquire
    Mode

    Online

    Duration

    15 Hours

    Fees

    ₹ 9600 12000

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study, Virtual Classroom
    Mode of Delivery Video and Text Based
    Frequency of Classes Weekdays, Weekends

    Course and certificate fees

    Fees information
    ₹ 9,600  ₹12,000
    certificate availability

    Yes

    certificate providing authority

    Mindmajix Technologies

    The syllabus

    Module 1 - HFM Download and Install

    • HFM Download and License 
    • HFM Support Matrix 
    • HFM Installation Pre-Requisite 
    • HFM Installation and Configurations

    Module 2 - Architecture

    • Introduction 
    • HFM and its Components 
    • HFM Integration 
    • Financial Management Architecture 
    • Financial Management Business Process 

    Module 3 - Financial Management Dimensions

    • Scenario Dimension 
    • Year Dimension 
    • Period Dimension 
    • Entity Dimension 
    • Value Dimension 
    • Account Dimension 
    • Intercompany Dimension 
    • View Dimension 
    • Custom Dimensions

    Module 4 - Managing Metadata

    • Defining Accounts 
    • Defining Custom Members 
    • Defining Entity Members 
    • Defining Scenario Members 
    • Defining Application Settings 
    • Defining Currencies 
    • System Generated Accounts 
    • Creating Metadata Files of APP Format 

    Module 5 - Application Security

    • Levels of Security 
    • Security Roles 
    • Assigning Security Roles 
    • Application Settings and Security 
    • Defining Security Class 
    • Assigning Access to Security Classes Document Access 
    • Data Level Access 
    • Security Files 
    • Loading /Extracting Security 
    • Running Security and Audit Report 

    Module 6 - Managing Data Forms

    • Data Form 
    • Data Form Menu 
    • Calculating Dataform 
    • Creating Dataform 
    • Setting Column and Row Options Formatting Columns and Rows Adding Custom Calculations 
    • Defining the POV 
    • Setting Dataform Display Options Setting Heading Defaults 
    • Adding On Demand Rules 
    • Loading/Extracting/Deleting Dataform Viewing Scripts
    • Viewing Scripts

    Module 7 - Using Data Grids on Web

    • Data Grids 
    • Creating Data Grids 
    • Member Selection of Data Grid 
    • Data Grid Display Options 
    • Data Grid POV Option and Saving Data Grid Entering Data 
    • Calculating Data 
    • Adding Cell Text 
    • Adding Document Attachments 
    • Adding Line Item Details 
    • Opening DataGrids in Smartview 
    • Retrieving Data from FDM 

    Module 8 - Managing Data

    • Data Load and Extract Methods 
    • Data Load Text Files 
    • Loading Data files 
    • Merge Options 
    • Replace Options 
    • Accumulate Option 
    • Extracting Data 
    • Copying Data 
    • Removing Data

    Module 9 - Consolidating Data

    • Financial Management Business Process 
    • Consolidation: Overview and Process 
    • Consolidation and the Value Dimension 
    • Checking Calculation Status 
    • Consolidation of Children by Percentages 
    • Ownership Management 
    • Consolidating Data 
    • Setting Data Process Control Display Options 
    • Viewing Status for All Periods 
    • Data Translation Overview 
    • Default Translation Process 
    • Data Grids and Data Forms for Exchange Rates 
    • Translating Data 

    Module 10 - Using Journals

    • Journals: Overview 
    • Viewing Automated Consolidation Journals 
    • Journals and Value Dimension 
    • Multiple Journal Posting 
    • Creating Parent and Contribution Adjustment 
    • Opening Period for Journal Entries 
    • Journal Process 
    • Creating Journal and Templates 
    • Submitting, Reviewing, Approving, Posting Journals 
    • Viewing Journal Adjustments in Data Grid/Entity Detail Report
    • Creating/Running Journal Reports

    Module 11 - Managing Inter Company Transactions

    • Intercompany Transactions 
    • Intercompany Account Balances 
    • Elimination Process 
    • Plug Account 
    • Intercompany Eliminations and the Value Dimension Setting up an Entity for Intercompany Data 
    • Setting up an Accounts for Intercompany Data 
    • Intercompany Matching Reports 
    • Intercompany Transaction Module 

    Module 12 - Using Smart view

    • Smartview: Overview 
    • Business Process 
    • Accessing the Smartview Ribbon 
    • Connecting to a Datasource 
    • Specifying the Smartview Options 
    • Viewing & Analyzing Data by Using Ad Hoc Analysis Drilling into Dimension Hierarchies 
    • Pivoting Dimensions 
    • Changing the Point of View 
    • Changing Members 
    • Drill Through to ERP System 
    • Calculating, Translating, and Consolidating Data 
    • Submitting Data 
    • Opening Grids and Forms in Smart View

    Module 13 - Managing Member lists

    • Overview of Memberlist 
    • System/Userdefined Memberlist 
    • Creating a Memberlist 
    • Identifying a Memberlist in a File 
    • Creating a Static/Dynamic Memberlist 
    • Loading/Extracting Memberlist

    Module 14 - Basics of Rules

    • HFM Rules 
    • Calculation Manager Overview 
    • Calculation Manager and VB Script 
    • Rule Type and Rule Set 
    • Formula Components 
    • Creating Rules 
    • Editing Rules in Script View 
    • Creating Rule Set 
    • Validating Rules 
    • Deploying Rules 
    • Importing and Exporting Calc Manager Objects Importing Script-Based Rules Files 

    Module 15 - Creating Task lists

    • Overview of Tasklist 
    • Creating a Tasklist 
    • Adding Items to Task List 
    • Adding Related Contents to TaskList 
    • Addings Links to TaskList

    Module 16 - Managing Process Management

    • Process Management: Overview 
    • Process Units and States 
    • Phased Submissions 
    • Process Management Security Roles 
    • Security Access for Process Units 
    • Viewing Process Unit Status 
    • Validating Process Units 
    • Validation Account 
    • Moving Process Units Through the Review Cycle 
    • Review Levels 
    • Email Alerts 
    • Viewing Review History 
    • Viewing Process Level in Data Grids 
    • Locking and Unlocking Data

    Module 17 - Hyperion Financial Reporting Basics

    • Financial Reporting: Overview 
    • Task and Components 
    • Creating Database Connections 
    • Changing/Deleting the Database Connection 
    • Books 
    • Creating Books 
    • Setting up User POV 
    • Grids 
    • Conditional Formatting 
    • Annotation Service 
    • Related Content and Changing the Related Content server
    • Importing/Exporting Reports

    Module 18 - Migration and LCM

    • Migrating Applications by Using LCM 
    • Exporting Financial Management Applications 
    • Exporting Performance Management Architect Artifacts
    • Exporting Users, Groups, Security Role Assignments
    • Importing Artifacts 
    • Exporting and Importing Individual Artifacts 
    • Copy App Utility: Overview 
    • Copy App Utility: Steps 
    • Database Options 
    • Data Options 
    • Copy Options 
    • Restart Options

    Module 19 - Practice Test & Interview Questions

    Module 20 - Managing Applications

    • Creating Application Profiles 
    • Entering Languages 
    • Defining Calendars 
    • Editing Frequencies 
    • Editing Periods 
    • Saving Application Profiles 
    • Creating Applications 
    • Opening Applications 
    • Closing Applications 
    • Deleting Applications

    Instructors

    Mr Suneel 1
    Instructor
    Freelancer

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