Introduction to Financial Management
About Oracle's Enterprise Performance Management Suite
Financial Management Solution
Financial Consolidation, Reporting, Analysis and Product Components
Financial Management Architecture
Navigating in Financial Management
Logging On to Workspace
Financial Management Applications Overview
Opening Applications
Navigating Financial Management
Selecting Memberst
Setting the Point of View
Managing Dimensions with Performance Management Architect
Dimension Library
Creating Dimensions
Creating Dimension Members
Property Value Inheritance
Creating Alternate Hierarchies
Managing Members
Working with Grid Editor
Setting Up Languages
Importing Dimensions from a File
About Metadata Load Files
Formatting Metadata Load Files
Setting Up Dimensions
Managing Languages
Loading Metadata
Viewing Job Status
Loading Metadata with Interface Tables
Creating and Deploying Applications
Creating Applications
Working with Local and Shared Dimensions
Configuring Application Settings
Deploying Application Process
Validating Applications
Deploying Applications
Viewing Job Status
Creating Classic Applications
Configuring Accounts and Custom Dimensions
About Accounts and Custom Dimensions
Setting Up Account Types and Hierarchies
Setting Up Accounts and Custom Dimensions
Auditing Account Data
Intercompany Account and Other Account Properties
Setting Up Entities, Calendars, and Scenarios
Setting Up Entities
Setting Up Calendars
Setting Up Scenarios
Loading Data
Formatting Data Load Files
Loading Data Files
Extracting Data
Copying and Removing Data
Entering Data Using Data Grids
Accessing Data Grids
Setting Up the Grid Layout and Display
Saving Grid Settings
Entering Data
Spreading and Calculating Data
Adding Cell Text and Line-Item Detail
Using Data Grids in Smart View
Creating Member Lists in Financial Management
About Member Lists
System and User-Defined Member Lists
Creating Member Lists
Identifying Member Lists in a File
Creating Static Member Lists
Creating Dynamic Member Lists
Loading and Extracting Member Lists
Managing Rules With Calculation Manager
Calculation Manager Overview
Creating Formulas
Creating Rules
Creating Rule Sets
Deploying Rules
Importing and Exporting Calculation Manager Objects
Setting Up Security
About Levels of Security
Provisioning User and Group Security
Application Settings for Security
Data Access and Document Access
Assigning Access to Security Classes
Running Security Reports
Loading and Extracting Security
Creating Data Forms
About Data Forms
Accessing the Form Designer
Defining the Point of View
Defining Columns and Rows
Formatting Columns and Rows
Using Data Forms in Smart View
Creating and Managing Task Lists
About Task Lists
Creating Task Lists
Adding Items to Task Lists
Organizing Task List Items
Entering Intercompany Data
Intercompany Transactions Overview
Intercompany Elimination Process
Setting Up Entities and Accounts for Intercompany Data
Creating and Running Intercompany Matching Reports
Formatting Intercompany Reports with Oracle BI Publisher
Adjusting Data with Journals
Journals Overview
Opening Periods for Journal Entry
Journal Balance Types
Creating Journal Templates and JJournals
Enter Data in Journals
Managing the Journals Review Process
Creating and Running Journal Reports
Managing Journals in Smart View
Translating Data
Data Translation Overview
Entering Exchange Rates
Checking Translation Status
Translating Data in Data Grids
Custom Translations Overview
Running Consolidations
Consolidation Process Overview
Managing Ownership Percentages
Checking Consolidation Status
Consolidating Data
Setting Up Organization by Period
Managing the Review Cycle Using Process Management
Process Management Overview
Enabling Process Management
Managing Phased Submission
Viewing Process Units
Validating Process Units
Moving Process Units Through the Review Cycle
Locking and Unlocking Data
Managing and Migrating Applications
Viewing Logged On Users
Logging Users Off the System
Adding Years to Applications
Configuring Application Modules and System Settings
MIgrating Financial Management Applications
Migrating Performance Management Architect Artifacts
Migrating User, Groups, and Security Access
Creating Application Snap Shots
Analyzing Data Using Smart View
Smart View Overview
Connecting to a Data Source
Viewing Data with the Ad Hoc Analysis Tool
Suppressing Data
Formatting Data
Calculating, Translating, and Consolidating
Creating Analyses Using Query Builder
Description:
This Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications training teaches you how to create and manage applications using Financial Management. Expert Oracle University instructors will take you through the process of creating an application, entering data and adjusting and viewing data using data grids and data forms.
Learn To:
Create accounts, entities, scenarios and custom dimensions.
Import and export data and metadata.
Create and deploy an application.
Enter data in data forms and data grids.
Enter intercompany data.
Perform data consolidation.
Create application metadata.
Deploy applications.
Load data from external systems.
Secure data.
Translate and consolidate data.
Manage the review process.
Benefits to You
Drive your organization's efficiencies, manage risk and drive sustainable growth. Use your new skills to create and deploy an application and perform data consolidation to improve profitability.
Enter & Process Journals
You'll also learn how to enter and process journals and inter-company data, deploy rules and calculate and consolidate data. See how to manage the review and approval process of financial data and apply system security to Financial Management data.
Recommended New Student Tutorial
For students new to Oracle Hyperion Financial Management, it is suggested that you view the Financial Management Overview Tutorial before attending class.
Please Note
This course is designed for customers using Oracle Hyperion Financial Management 11.1.2.2 or 11.1.2.3. This course is not suitable for customers using Oracle Hyperion Financial Management 11.1.2.1 or earlier.
