Oracle Hyperion Planning 11.1.2: Create & Manage Applications (11.1.2.2)

This course will teach you how to create and administer Planning applications. You learn how to manage metadata, and add dimensions and members. You'll also learn how to import members, load data, set up security, create forms, set up task lists and create business rules.

You design and manage the approval process. This includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises, along with a case study, give you hands-on practice to solidify your understanding.

This course covers Planning 11.1.2.2.300.

By investing in this training, you’ll learn how to create a planning application using Planning Administration (this is formerly referred to as “Classic Planning.”)

For students new to Oracle Hyperion Planning, consider viewing the Planning Overview Tutorial before attending class.

Learn To:

• Create Planning applications
• Manage metadata and add dimensions and members and import members
• Load data
• Set up security
• Create forms, set up task lists, and set up business rules
• Manage the approval process

Benefits To You

Optimize your organization’s resources by linking strategic, financial, and operational business plans. Align your organization using your new skills to efficiently plan, budget and forecast with Oracle Hyperion Planning.

Audience

• Developer
• Administrator

Course Topics Introduction to Planning

• Planning Overview
• Planning Architecture
• Planning Business Process
• Course Roadmap
• Planning Business Scenario

Navigating EPM Workspace

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

Introduction to Application and Dimensions

• Planning Application Overview
• Application Framework
• Planning Dimensions
• Data Block Creation Process
• Aggregation, Storage, and Calculation Options

Creating Applications in Planning Administration

• Planning Administration: Overview
• Application Creation Process
• Creating Applications with Planning Appplication Administration
• Managing Applications and Data Sources
• Managing Essbase Databases

Managing Dimensions

• Building Dimension Hierarchies
• Setting Up Dimension Hierarchies
• Managing Member Hierarchies
• Sorting Members

Setting Up the Alias, Currency, Year, and Period Dimensions

• Creating Aliases
• Adding Currencies
• Customizing Time Periods

Setting Up Scenarios and Versions

• Scenarios and Versions
• Creating Scenarios
• Creating Versions

Loading Metadata

• Metadata Load Options
• Loading Metadata with the Outline Load utility
• ERP Integrator Load Process
• Lifecycle Management
• Migrating Applications and Artifacts

Setting Up the Entity and Account Dimensions

• Entities: Overview
• Adding and Deleting Entities
• Accounts Overview
• Account Types
• Saved Assumptions
• Data Types and Exchange Rate Types
• Adding Accounts
• Aggregating Accounts

Creating User-Defined Elements

• Creating Member Formulas
• User-Defined Dimensions
• Attribute Dimensions
• Adding User-Defined Attributes
• About SmartLists

Setting Up Exchange Rates

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

Loading and Calculating Data

• Data Load Options
• Loading Data Values with Administration Services
• Managing Data with the Outline Load Utility
• ERP Integrator Data Load Process
• Oracle Data Integrator Data Loads with ETL Tools
• Data Calculations

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

Creating Forms

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

Enhancing Forms

• Creating Rolling Forecasts
• Modifying Rolling Forecast Variables
• Creating Menus
• Creating Formula Rows and Columns
• Building Validation Rules
• Specifying Advanced Settings and Setting Application Defaults
• Setting Up User Preferences
• Performing Grid Diagnostics

Entering Data in Planning

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

Annotating and Analyzing Data

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

Managing Business Rules

• Business Rules: Overview
• Determining Calculation Requirements
• Launching Calculation Manager
• Rule Components
• Creating Business Rules from Templates
• Creating Business Rules and Rule Sets
• Validating, and Deploying Business Rules and Rulesets
• Assigning Business Rule Security and Launching Business Rules

Setting Up the Approval Process

• Approval Process: 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

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
• Working with Copy Data Options

Creating Task Lists

• Task Lists: Overview
• Navigating Task Lists
• Task List Creation Process
• Creating Task List Folders
• Printing Task List Reports

Course Objectives

• Manage metadata and data
• Set up security for users, groups, and members
• Create and customize forms, menus, and task lists
• Migrate application artifacts
• Verify application setup
• Set up and test business rules
• Set up and manage the approval process
• Create and deploy Planning applications