Oracle Hyperion Profitability & Cost Management 11.1.2 Modeling

This course is designed to teach you how to create and manage applications by using Profitability and Cost Management. You create an application in Performance Management Architect and deploy it to a Profitability and Cost Management server. You create a model structure by defining stages and points of view. You create drivers and then create assignments to allocate source intersections to destination intersections. You generate calculation scripts and calculate the database. You transfer data to a reporting cube and create profitability analysis reports.

Learn To:

• Create and view reports
• Generate calculation scripts and calculate model stages
• Create model stages and points of view
• Create and deploy Profitability and Cost Management applications
• Load data into Profitability and Cost Management applications
• Create drivers, driver selections, and assignments

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

• Administrator
• Application Developers
• Business Analysts
• Data Modelers
• Database Designers

Course Topics Introduction to Profitability and Cost Management

• Oracle’s Enterprise Performance Management System
• About Profitability and Cost Management
• Product Architecture
• Product Components
• Profitability and Cost Management Implementation Process

Navigating Models

• About Models
• Model Levels
• Model Components
• Accessing Models

Essbase Concepts

• Profitability and Cost Management Repository and Essbase
• Multidimensional Analysis
• Administration Services Console
• Essbase Outlines
• Calculation Scripts
• Member Properties
• Block Storage and Aggregate Storage Databases

Managing Dimensions with Performance Management Architect

• Performance Management Architect Overview
• Dimension Library
• Standard Dimensions for Profitability and Cost Management
• Creating Dimensions
• Creating Members
• Managing Members
• Organizing Shared Library
• Managing Dimensions with Grid Editor

Loading Dimension Metadata

• About Loading Dimension Metadata
• Setting Up Text Files
• Setting Up Interface Tables
• Loading Metadata
• Viewing Job Status

Creating Applications

• About Performance Management Architect Applications
• Creating Applications with Application Wizard
• Managing Local and Shared Dimensions
• Adding Dimensions to Applications
• Changing Local Dimensions to Shared Dimensions
• Overriding Inherited Property Settings
• Excluding and Showing Members
• Synchronizing Local with Shared Dimensions

Setting Up Profitability and Cost Management Dimensions

• Setting Up Common Dimension Properties
• Adding Custom Driver Measures
• Setting Up Business Dimensions
• Setting Up POV Dimensions
• Adding Member Descriptions
• Assigning Attributes
• Adding User-Defined Attributes
• Adding Member Formulas

Deploying Applications

• About Deploying Applications
• Validating Applications
• Comparing Applications
• Duplicating Applications
• Deploying Applications to Application Servers
• Viewing Job Status

Creating the Model Structure

• About Models
• Setting Model Preferences
• About Stages
• Stages and Dimensions
• About Points of View
• Adding Points of View
• Copying Points of View
• Deploying Essbase Databases

Adding Data to Models

• About Adding Data to Models
• Loading Data
• Viewing and Editing Stage Data
• Viewing and Editing Driver Data

Setting Up Assignments

• About Assignments
• Creating Assignments
• Creating Assignment Rules
• Design Considerations

Introduction to Drivers

• About Drivers
• Driver Formulas
• Driver Formula Example
• Formula Types
• Driver Basis Types
• Priority Sequence Drivers

Creating Drivers for Allocations

• Creating Drivers
• Selecting Drivers
• Adding Exceptions to Driver Selections

Managing Calculations

• About Managing Calculations
• Validating the Model Structure
• Running Driver Data Reports
• Running Calculations
• Running the Stage Balancing Report
• Running Trace Allocation Reports

Analyzing Data

• About Reporting
• Navigating Smart View
• Connecting to Data Sources
• Creating Ad Hoc Grids
• Setting the Point of View
• Associating Data Sources with Worksheets
• Creating Free-Form Grids
• Navigating Profitability and Cost Management Data

Security and Lifecycle Management

• User Authentication
• About Security Roles
• Assigning Security Roles
• About Staging Tables
• Importing Model Metadata from Staging Tables
• Migrating Applications by Using Lifecycle Management

Course Objectives

• Create model stages and points of view
• Load data into Profitability and Cost Management applications
• Create and deploy Profitability and Cost Management applications
• Create drivers, driver selections, and assignments
• Generate calculation scripts and calculate model stages
• Create and view reports