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    Hyperion Planning Training

    BY
    Mindmajix Technologies

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    Mode

    Online

    Duration

    15 Hours

    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

    certificate availability

    Yes

    certificate providing authority

    Mindmajix Technologies

    The syllabus

    Module 1 - Introduction To Planning

    • Oracle Hyperion Planning
    • Planning  Architecture
    • Planning Business Process
    • Planning Business Scenario

    Module 2 - Navigating EPM Workspace

    • EPM Workspace: Overview
    • Launching EPM Workspace
    • Opening Applications
    • Navigating in Planning 

    Module 3 - Introduction To Applications And Dimensions

    • Planning Application: Overview
    • Application Framework
    • Planning Dimensions
    • Aggregation, Storage, and Calculation Options

    Module 4 - Creating Applications in Planning Administration

    • Planning administration overview 
    • Application creation process 
    • Creating applications with planning application administration
    • Managing applications and data sources 
    • Managing data sources 
    • Managing essbase databases 
    • Refreshing essbase databases 
    • Managing plan types

    Module 5 - Managing Dimensions

    • Building dimension hierarchies 
    • Performance settings and data type evaluation order 
    • Setting up dimension hierarchies 
    • Managing member hierarchies 

    Module 6 - Entities: Overview

    • Adding Entities
    • Deleting Entities

    Module 7 - Accounts: Overview

    • Account Types
    • Time Balance Properties
    • Saved Assumptions
    • Data Types and Exchange Rate Types

    Module 8 - Setting Up Scenarios and Versions

    • Scenarios and Versions Creating
    • Scenarios Creating Versions

    Module 9 - Creating Forms

    • Forms: Overview
    • Form Components
    • Creating Simple Forms
    • Creating Composite Forms
    • Exporting and Importing Forms

    Module 10 - Entering Data in Planning

    • Navigating Forms
    • Submitting Data in Forms
    • Filtering Data
    • Sorting Data
    • Spreading Data

    Module 11 - Setting Up Exchange Rates

    • Currencies and Exchange Rates
    • Creating Exchange Rate Tables
    • Generating Currency Conversion Calculation

    Module 12 - Scripts Creating Smart List

    • Smart List: Overview
    • Navigating Smart List
    • Smart List Creation Process
    • Adding smart list to Webforms

    Module 13 - Setting Up Application settings, View statistics, Manage Properties, reporting, Alias Tables

    • Creating Aliases
    • Customizing Time Periods

    MOdule 14 - Setting Up the Entity and Account Dimensions

    Module 15 - Setting Up Planning Security

    • Planning Security: Overview
    • User and Group Provisioning in Shared Services
    • Assigning Access Permissions
    • Exporting and Importing Access Permissions
    • Creating Security Filters

    Module 16 - Annotating and Analyzing Data

    • Adding Annotations to Plan
    • Data Clearing Cell Details
    • Working with Ad Hoc Grids

    Module 17 - Creating Task Lists / Menus

    • Task Lists / Menus: Overview
    • Navigating Task Lists / Menus
    • Task Lists / Menus Creation Process
    • Printing Task List Reports

    Module 18 - Setting Up the workflow / Approval Process

    • Approvals: Overview
    • Creating Planning Unit Hierarchies
    • Assigning Scenario and Version Combinations
    • Synchronizing Planning Unit Hierarchies
    • Exporting and Importing Planning Unit Hierarchies
    • Updating the Promotional Path with Validation Rules

    Module 19 - Managing the Approval Process

    • Approvals Dashboard
    • Planning Unit Approval
    • States Reviewer Actions
    • Impact of Entity Hierarchy on the Review Process
    • Managing the Review Cycle
    • Viewing and Resolving Validation Errors
    • Copying Data Between Versions
    • Copying Data

    Module 20 - Managing Business Rules and User variables

    • Business Rules: Overview
    • Determining Calculation Requirements
    • Launching Calculation Manager
    • Rule Components
    • Templates:
    • Overview
    • Creating Business Rules with Templates
    • Creating Business Rules and Rule Sets
    • Validating and Deploying Rules

    Module 21 - Initialize Workforce, Capex Planning App

    Module 22 - Practice Test & Interview Questions

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