Oracle Hyperion Financial Management 11.1.1 for Interactive Users

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Oracle Hyperion Financial Management 11.1.1 for Interactive Users

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Description

This course teaches you how to enter, view, consolidate, and manage your financial information in Financial Management. You work with a completed application to learn how to enter and view data, and create and enter journal entries and intercompany transactions. You create and view reports in Financial Reporting, execute business calculations, perform consolidations, and analyze data in Smart View. Exercises provide hands-on practice.

Learn To:
  • Create and post journal entries
  • Run business calculations
  • Translate and consolidate data
  • Analyze data with Smart View
  • Create reports with Financial Reporting
  • Enter data

* This course is also suitable for customers using Hyperion Financial Managemen…

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Didn't find what you were looking for? See also: Financial Management, Financial Reporting, Oracle, Accounting, and Business Administration.

This course teaches you how to enter, view, consolidate, and manage your financial information in Financial Management. You work with a completed application to learn how to enter and view data, and create and enter journal entries and intercompany transactions. You create and view reports in Financial Reporting, execute business calculations, perform consolidations, and analyze data in Smart View. Exercises provide hands-on practice.

Learn To:
  • Create and post journal entries
  • Run business calculations
  • Translate and consolidate data
  • Analyze data with Smart View
  • Create reports with Financial Reporting
  • Enter data

* This course is also suitable for customers using Hyperion Financial Management 9.3.1.

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


Audience
  • Business Analysts
  • Sales Consultants

Course Topics Introduction to Financial Management
  • Oracle Enterprise Performance Management Suite
  • Benefits of Financial Management
  • Features of Financial Management
  • Products bundled with Financial Management
  • Financial Management Architecture
  • Related Oracle Products
Navigating Financial Management
  • Business Tasks in a Reporting Cycle
  • Financial Management Components
  • Managing Workspace
  • Opening Applications
  • Financial Management User Interface
  • Managing Documents
Viewing and Entering Data in Data Grids
  • Data Grids Overview
  • Accessing Data Grids
  • Entering and Editing Data
  • Calculating Data
  • Adding Cell Text and Documents
  • Retrieving Data from Financial Data Quality Management
Loading Data
  • Data Load Files
  • Loading Data from a file
  • Extracting Data
  • Copying Data
  • Removing Data
Entering Data in Data Forms
  • Working with Data Forms
  • Entering Data
  • Calculating Data
  • Accessing Linked Forms
  • Exporting to and importing from Spreadsheet
  • Retrieving Data from Financial Data Quality Management
Adjusting Data with Journals
  • Journals Overview
  • Opening and Closing Periods for Journal Entries
  • Creating Journal Templates
  • Creating Journals
  • Entering Journal Data
Processing and Reporting Journals
  • Journal Review Process Overview
  • Managing Journals
  • Viewing Journal Adjustments
  • Creating and Printing Journal Reports
  • Formatting Journal Reports with Oracle BI Publisher
Eliminating Intercompany Balances
  • Intercompany Transactions Overview
  • Creating Intercompany Matching Reports
  • Sending Email Alerts from an Intercompany Report
Running Consolidations
  • Financial Management Business Process
  • Consolidation Overview
  • Checking Calculation Status
  • Translating Data
  • Consolidating Children by Percentages
  • Consolidating Data
Managing the Review Cycle with Process Control
  • Process Management Overview
  • Viewing Process Unit Status
  • Calculating and Consolidating Data
  • Moving Process Units Through the Review Cycle
  • Managing Process Units in Data Grids
  • Locking and Unlocking Data
Analyzing Data with Smart View
  • Smart View Overview
  • Connecting to Data Sources
  • Viewing and Analyzing Data with the Ad Hoc Analysis Tool
  • Creating Free-form Worksheets
  • Calculating, Translating, and Consolidating in Smart View
  • Presenting Financial Management Data in Word and PowerPoint
Entering Data by Using Data Forms in Smart View
  • Opening Data Forms in Smart View
  • Navigating Data Forms
  • Selecting Members in Smart View Data Forms
  • Adding Member Functionality to Imported Data Forms
  • Working with Formulas and Cell References
  • Submitting Data
Retrieving and Submitting Data by Using Functions in Smart View
  • Functions in Smart View
  • Creating Functions
  • Setting the Point of View
  • Importing Reports and Functions
  • Converting Books
Navigating Financial Reports in Workspace
  • Financial Reporting in Workspace
  • Opening and Previewing Reports
  • Searching for Items
  • Printing Reports and Snapshots
  • Changing the Point of View
  • Integrating Reports into Microsoft Office Applications
Navigating Financial Reporting Studio
  • Accessing Financial Reporting Studio
  • Opening Reports
  • Previewing and Printing Reports
Creating Basic Reports
  • Report Creation Overview
  • Creating Reports
  • Selecting Members for Rows and Columns
  • Setting the Point of View
  • Adding Rows or Columns
  • Saving Reports
Formatting Cells and Grids
  • Formatting Cells
  • Formatting Grids
  • Suppressing Data
  • Applying Conditional Formatting in Grids
  • Setting Up Pages
Creating Report Objects
  • Report Objects Overview
  • Creating Text Boxes
  • Adding Images
  • Inserting Saved Report Objects
  • Linked Object Properties
  • Creating Headers and Footers
Adding Text Functions
  • Text Functions Overview
  • Inserting Text Functions in Text Boxes
  • Inserting Text Functions in Headings and Text Cells
  • Creating Dynamic Values with the Current Keyword
  • Common Text Functions
Adding Auto Calculations and Mathematical Functions
  • Working with Auto Calculations
  • Mathematical Functions
  • Mathematical Operators in Expressions
  • Creating Formulas
  • Common Mathematical Functions
Printing Multiple Reports with Books
  • Books Overview
  • Previewing and Printing Books
  • Changing the Book POV
  • Creating Books
  • Changing the Appearance of Books

Course Objectives
  • Navigate Financial Management
  • Enter and calculate data
  • Create journal entries
  • Enter intercompany data
  • Consolidate data
  • Analyze and enter data in Smart View
  • Create reports in Financial Reporting

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