Hyperion Planning 4.1 for Business Users Self-Study Course

Discover how Hyperion System 9 Planning can centralize and integrate enterprise planning, budgeting, and forecasting processes to improve efficiency, collaboration, and organizational alignment. This self-paced, self-study course teaches you essential tasks and functionality of Planning, including data entry on the Web or in Smart View. You also learn to run calculations, move plans through the planning cycle, and examine plan data using Financial Reporting. Demonstrations and interactive exercises enhance the learning experience.
Audience

• End Users
• Business Analysts

Course Topics Introducing Planning

• Features of Planning
• Benefits of Planning
• Logging On to Planning

Creating Plans

• Opening Data Forms
• Viewing Form Data
• Identifying Planning Dimensions
• Showing and Hiding Children
• Changing the Page Member Selection

Entering Data on Data Forms

• Typing Values in Cells
• Spreading Data Using Summary Time Periods
• Copying Data
• Refreshing and Saving Data
• Calculating Totals

Creating Plans Using a Spreadsheet

• Smart View Overview
• Managing Data Source Connections
• Working with Data Forms
• Changing the Page Member Selection
• Calculating Data in Spreadsheets
• Saving Data
• Working Offline

Promoting Plan Data for Review

• Accessing the Process Management Page
• Promoting an Entity to a Reviewer

Refining Plans

• Adjusting Values by a Percentage and Using Mathematical Operators
• Adding Account Annotations
• Adding Planning Unit Annotations
• Adding Supporting Detail

Managing Plan Data

• Calculating Data with Business Rules
• Accessing the Launch Business Rules Page
• Viewing Business Rules by Plan Type
• Entering Data in Driver Accounts
• Launching Business Rules

Working with Currencies

• Converting form data from a local currency to a reporting currency
• Overriding the default currency when entering data in a form

Copying Data Between Versions

• Accessing the Copy Version page
• Selecting the entities to copy data
• Copying data between versions

Managing Planning Workflows

• Identifying the process status of a planning unit
• Changing the Process State for an Entity
• Signing Off a Planning Unit
• Approving a Planning Unit
• Working with Task Lists

Viewing Financial Reports in Workspace

• Logging On to Hyperion System 9 BI+ Workspace
• Opening Reports
• Viewing Reports
• Changing the Point of View
• Changing Page Members
• Printing Reports

Course Objectives

• Enter and adjust data using Planning data forms and Smart View
• Calculate data by launching business rules from the Web
• Manage the planning workflow using Process Management and Task Lists
• View financial reports in Workspace