Introduction to Planning
Oracle Hyperion Planning
Planning Architecture
Planning Business Process
Planning Business Scenario
Navigating Planning
Interface: Overview
Launching the Simplified Interface
Introduction to Applications and Dimensions
Planning Application: Overview
Application Framework
Planning Dimensions
Aggregate Storage Databases
Data Block Creation Process
Aggregation, Storage, and Calculation Options
Creating Planning Applications
Application Creation Process
Managing Data Sources
Creating Simple Applications
Creating Advanced Applications
Refreshing Essbase Databases
Adding Plan Types
Managing Dimensions
Building Dimension Hierarchies
Performance Settings and Data Type Evaluation Order
Accessing Dimensions Information
Managing Dimensions in the Simplified Interface
Managing Dimensions in EPM Workspace
Managing Dimensions in Smart View
Setting Up Aliases, Currencies, Years, and Periods
Creating Aliases
Adding Currencies
Customizing Time Periods
Setting Up Scenarios and Versions
Scenarios and Versions
Creating Scenarios
Creating Versions
Setting Up the Entity and Account Dimensions
Entities: Overview
Adding Entities
Deleting Entities
Accounts: Overview
Account Types and Time Balance Properties
Saved Assumptions
Data Types and Exchange Rate Types
Adding and Aggregating Accounts
Loading Metadata
Metadata Load Options
Creating Metadata Load Files
Exporting Metadata
Importing Metadata
DRM Metadata Load Process
Application Management
Creating User-Defined Elements
Creating Member Formulas
User-Defined Dimensions
Attribute Dimensions
Adding User-Defined Attributes
Smart Lists: Overview
Enabling the Simplified Interface
Customizing Interface Appearance
Setting Up Exchange Rates
Currencies and Exchange Rates
Creating Exchange Rate Tables
Currency Conversion Calculation Scripts
Loading and Calculating Data
Data Load Options
Managing Planning Data
Exporting Data
Importing Data
FDMEE Data Load Process
Data Calculations
Setting Up Planning Security
Planning Security: Overview
User and Group Provisioning in Shared Services
Specifying Advanced Settings
Assigning Access Permissions
Creating Forms
Forms: Overview
Form Components
Creating Simple Forms
Creating Composite Forms
Exporting and Importing Forms
Enhancing Forms
Creating Complex Forms
Specifying Application Settings
Specifying User Variables
Setting Individual Display Options
Creating Menus
Creating Formula Rows and Columns
Building Validation Rules
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 and Rule Components
Managing Views
Creating Business Rules and Rule Sets
Validating and Deploying Rules
Assigning Business Rule Security
Launching Business Rules
Setting Up the Approval Process
Approvals: 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
Copying Data Between Versions
Copying Data
Creating Task Lists
Task Lists: Overview
Navigating Task Lists
Task List Creation Process
Appendices
A: Creating Applications in Performance Management Architect
Case Study
Description:
This Hyperion Planning 11.1.2.4 training will teach you how to create and administer Planning applications. You'll learn
how to manage metadata and add dimensions and members.
Learn To:
Create and deploy planning applications.
Manage metadata by adding and importing dimensions and members.
Load data.
Set up security for users, groups, and members.
Create and customize forms, menus, and task lists.
Migrate application artifacts.
Set up and test business rules.
Set up and 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.
Design and Manage the Approval Process
Enrolling in this course will also help you develop the knowledge and skills to 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. By investing in this
training, you’ll learn how to create a planning application using the Simplified Interface.
Recommended New Student Tutorial
For students new to Oracle Hyperion Planning, consider viewing the Planning Overview Tutorial before attending class.
This course covers Planning 11.1.2.4.0
