Oracle Hyperion Planning 11.1.1 for Interactive Users

This course is designed to teach you how to use Planning. The course includes an overview of Planning features, capabilities, and its relationship with Essbase. You create data forms and task lists, enter and adjust data, set up calculations with Calculation Manager, and move a plan through the budget review-and-approval process. In addition to working with Planning data forms in Smart View, you can launch the current data form in Smart View from a Planning menu item, setting up an automatic connection to the Planning provider. You can also create ad hoc analysis reports that honor Planning security. You learn how to create management-quality reports with Financial Reporting. Exercises provide hands-on practice.

Learn to:

• Navigate Workspace to access Planning, Financial Reporting
• Create and test data forms
• Enter and adjust data in Planning and Smart View
• Set up and test business rules
• Move plans through a budget review cycle
• Set up and implement task lists

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

Course Topics Introduction to Planning

• Oracle's Enterprise Performance Management System
• Planning Features
• Planning and Essbase
• Dimensions and Data
• Essbase Terminology

Navigating Workspace

• Launching Workspace
• Opening Applications
• Navigating in Planning

Planning Dimensions and Data Storage

• Plan Types
• Planning Required and User-Defined Dimensions
• Dense and Sparse Dimensions
• Factors That Impact Calculations
• Planning Security

Creating Data Forms and Folders

• Managing Data Forms and Folders
• Setting Up Data Forms
• Selecting Members
• Creating Composite Data Forms
• Printing Data Form Definition Reports
• Assigning Access Rights to Data Forms and Folders

Customizing Data Forms

• Working with Menus
• Setting Up Custom Messaging
• Managing User Variables
• Setting Up User Preferences

Entering Data in Planning

• Elements of Data Forms
• Data Entry Tasks
• Spreading, Adjusting, and Annotating Data
• Calculating Data in Data Forms
• Using Smart Lists to Enter Data
• Using Menus Within Data Forms

Entering Data into Smart View

• Working With Smart View
• Navigating Data Forms
• Creating Ad Hoc Grids
• Smart Slices
• Creating Reports with Report Designer
• Using Report Designer to Create Reports
• Offline Planning Overview

Creating Business Rules

• Business Rules Overview
• Calculation Manager Overview
• Business Rules Creation Process
• Calculation Manager Security
• Setting Up Business Rules
• Validating, Deploying, and Launching Business Rules

Managing Business Rules

• Templates Overview
• Creating Custom-Defined Templates
• Creating Business Rules with Templates
• Creating, Validating, and Deploying Rulesets

Adding Variables and Formulas to Business Rules

• Creating Variables and Runtime Prompt Variables
• Creating Formulas
• Adding Conditional Statements
• Creating Member Ranges
• Designing Scripts

Managing the Approval Process

• Process Management Overview
• Planning Units
• Managing the Review Cycle
• Copying Data Between Versions
• Clearing Cell Details

Creating Task Lists

• Navigating Task Lists
• Task List Creation Process
• Working with Task List Folders
• Building Task Lists
• Assigning Access to Task Lists
• Using Task Lists
• Reporting on Task Lists

Navigating Reporting Studio

• Financial Reporting Features
• Financial Reporting Data Sources
• Reporting Studio Overview
• Logging On to Financial Reporting Studio

Navigating Reports in Workspace

• Navigating Workspace
• Setting Preferences
• Browsing the Repository and Searching for Items
• Setting the User Point of View
• Printing Reports and Snapshots
• Integrating Reports into Microsoft Office Applications

Creating Basic Reports

• Report Creation Tasks
• Creating Reports and Grids
• Selecting Row and Column Members
• Setting the POV
• Adding Rows and Columns

Formatting Cells and Grids

• Formatting Cells and Grids
• Sorting Rows and Columns
• Aligning Grids
• Suppressing Data
• Applying Conditional Formatting in Grids
• Specifying Page Settings

Creating Report Objects

• Creating Text Boxes
• Adding Images
• Saving Report Objects
• Inserting Saved Report Objects
• Designing Headers and Footers

Inserting Text Functions

• Inserting Text Functions into Reports
• Creating Dynamic Values
• Displaying Row and Column IDs
• Displaying Text Function Errors
• Commonly Used Text Functions

Setting Up Books

• Previewing and Printing Books
• Modifying Book POVs
• Importing Files into the Repository
• Creating Books in Workspace
• Changing the Appearance of Books

Course Objectives

• Discuss Planning capabilities and its relationship with Essbase
• Discuss Planning dimension requirements
• Navigate Workspace to access Planning and Financial Reporting
• Create and test data forms
• Enter and adjust data in Planning and Smart View
• Set up and test business rules
• Move plans through a budget review cycle
• Set up and implement task lists
• Create reports to analyze planning results