Oracle Hyperion Planning 11.1.2 for Interactive Users

This course is designed to teach you how to use Planning. It 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 learn how to create management-quality reports with Financial Reporting. Exercises provide hands-on practice.

Learn To:

• Discuss Planning capabilities, Planning’s relationship with Essbase, and 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

For students new to Oracle Hyperion Planning, it is suggested that you view the Planning Overview Tutorial before attending class.

Audience

• End Users
• Sales Consultants
• Functional Implementer

Course Topics Planning Overview

• Oracle’s Enterprise Performance Management System
• Planning Features
• User Roles
• Planning Interface
• Planning Applications
• Planning and Essbase

Navigating Workspace

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

Planning Dimensions, Data, and Security

• Plan Types
• Planning Dimensions
• Aggregation, Storage, and Calculation Options
• Planning Security Overview

Creating Data Forms and Folders

• Data Forms and Folders Overview
• Creating Simple Data Forms
• Creating Composite Data Forms
• Data Form Access

Customizing Data Forms

• Creating Menus
• Creating Formula Rows and Columns
• Building Validation Rules
• Processing Cells for Data Validation
• Setting Up Custom Messaging
• Setting Up User Preferences

Entering Data in Planning

• Working with Data Forms
• Data Entry Tasks
• Entering Data Using Smart Lists
• Filtering Data
• Sorting Data
• Spreading Data
• Spreading Data by Using Mass Allocate
• Calculating Data in Data Forms

Adjusting and Annotating Data

• Adjusting Plan Data
• Adding Annotations to Plan Data
• Performing Ad Hoc Actions in Data Forms

Navigating Smart View

• Smart View Overview
• Setting Smart View Options
• Connecting to Data Sources
• Managing Task Lists in Excel and Outlook
• Working with Data Forms in Smart View

Performing Tasks in Smart View

• Spreading Data by Using Grid Spread
• Spreading Data by Using Mass Allocate
• Data Calculation in Smart View
• Entering Supporting Detail in Smart View
• Managing Planning Processes in Smart View
• Copying Versions in Smart View
• Monitoring Job Statuses in Smart View
• Managing Planning Data Offline in Smart View

Creating Business Rules in Calculation Manager

• Business Rules Overview
• Assigning Calculation Manager Security
• Determining Calculation Requirements
• Launching Calculation Manager
• Setting Up Business Rules
• Rule Components
• Working in Script Mode
• Validating Business Rules

Working with Business Rule Templates

• Templates Overview
• Creating Custom Templates
• Implementing System Templates in Business Rules

Customizing Business Rules

• Creating Variables
• Creating Formula Components

Setting Up the Approval Process

• Approval Process Overview
• Planning Unit Hierarchies
• Scenario and Version Combinations
• Building Approval Process Validation Rules
• Attribute-Based Validation Rules

Managing the Approval Process

• Planning Unit Process States
• Reviewer Actions
• Impact of Entity Hierarchy on the Review Process
• Managing the Review Cycle
• Copying Data Between Versions
• Clearing Cell Details

Creating Task Lists

• Task Lists Overview
• Navigating Task Lists in Basic Mode
• Navigating Task Lists in Advanced Mode
• Creating Task Lists
• Printing Task List Reports

Financial Reporting

• Financial Reporting Functionality and Architecture
• Financial Reporting Data Sources
• Setting Preferences
• Previewing Reports
• Printing Reports and Snapshots
• Working with Reporting Studio
• Opening Reports
• Previewing and Printing Reports

Creating Basic Reports

• Report Creation Overview
• Creating Reports
• Creating Grids
• Selecting Members for Rows and Columns
• Setting the Point of View
• Adding Rows or Columns
• Saving Reports

Supporting Details and Grids

• Selecting Multiple Database Connections in Reports
• Setting Up Details in Reports
• Creating Related Content in Reports and Books

Formatting Cells and Grids

• Formatting Cells
• Formatting Grids
• Suppressing Data in Grids
• Applying Conditional Formatting in Grids
• Changing Page Settings

Creating Report Objects

• Report Objects Overview
• Creating Text Boxes
• Adding Images
• Saving Report Objects
• Inserting Saved Report Objects
• Linked Object Properties
• Designing Headers and Footers
• Designing Row and Column Templates

Adding Text Functions

• Text Functions Overview
• Inserting Text Functions in Text Boxes
• Inserting Text Functions in Heading and Text Cells
• Customizing Page Headings
• Creating Dynamic Values with the Current Keyword
• Displaying the Row and Column Ids
• Displaying Text Function Errors
• Common Text Function

Creating Books

• Books Overview
• Previewing and Printing Books
• Previewing Static HTML Output
• Changing the Book POV
• Creating Books in Workspace
• Changing the Appearance of Books

Course Objectives

• 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
• Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirements