Hyperion Financial Management 9.3 for Business Users Self-Study Course

Financial Management is a Web-architected, financial consolidation, analysis and reporting product. This self-paced, Web-based course provides you with the practice you need to master Financial Management tasks. You enter data in data forms and grids, work with intercompany transactions, adjust data in journals, consolidate data, submit data in phased groups for review, view reports, and analyze and enter data in Smart View.

* This course is suitable for Hyperion System 9 Financial Management Release 9.3.

Audience

• End Users

Course Topics Getting Started

• Introduction to Financial Management
• Navigating Financial Management
• Getting Started with Data Forms

Adding Data to the Application

• Loading Data from a File
• Entering Data in Data Forms
• Entering Data in Data Grids
• Synchronizing Data
• Working with Intercompany Data

Making Data Adjustments

• Adjusting Data in Journals
• Processing Journals
• Reporting on Journals

Consolidating Data

• Running Consolidations
• Creating Intercompany Matching Reports
• Submitting and Locking Data

Viewing Reports in Financial Reporting

• Viewing reports

Analyzing and Entering Data in Smart View

• Getting Started with Smart View
• Performing Ad Hoc Analysis
• Performing Analysis with Functions
• Entering Data in Smart View

Course Objectives

• Navigate Workspace
• View and enter data in data forms and grids
• Enter intercompany data and create journals
• Consolidate data
• Manage the financial review cycle using Process Management
• View reports in Financial Reporting
• Analyze and enter data in Smart View