Introduction to Planning
Oracle Hyperion Planning
Planning Architecture
Planning Business Process
Planning Business Scenario
Navigating EPM Workspace
EPM Workspace: Overview
Launching EPM Workspace
EPM Workspace User Interface
Setting General Preferences
EPM Workspace Navigate Menu
Opening Applications
Navigating in Planning
Introduction to Applications and Dimensions
Planning Application Overview
Application Framework
Planning Dimensions
Required Dimensions
Dimension Hierarchies
Aggregation, Storage, and Calculation Options
Planning Security Overview
Creating Forms
Forms Overview
Creating Simple Forms
Creating Composite Forms
Folder and Form Access
Enhancing Forms
Rolling Forecasts
Creating Menus
Creating Formulas Rows and Columns
Building Validation Rules
Setting Up User Preferences
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
Analyzing Data with Ad Hoc Grids
Calculating with Business Rules
Business Rules Overview
Adding Business Rules to Menus
Adding Menus with Business Rules to Forms
Adding Business Rules to Forms
Launching Business Rules from Planning Forms
Launching Business Rules from the Planning Tools Menu
Managing the Approval Process
Approvals Overview
Updating the Promotional Path with Validation Rules
Approvals Dashboard
Planning Unit Approval States and Reviewer Actions
Impact of Entity Hierarchy on the Review Process
Managing the Review Cycle
Viewing and Resolving Validation Errors
Copying Data Between Versions
Managing Task Lists
Task Lists Overview
Task List Creation Process
Editing Task Lists
Working with Task Lists
Completing Task Lists and Tasks
Printing Task List Reports
Introduction to Smart View
Smart View Overview
Connecting to Data Sources
Setting Smart View Options
Entering Data in Smart View Forms
Analyzing Data in Smart View
Analyzing Budget Data with Ad Hoc Grids
Creating Ad Hoc Grids
Presenting Planning Data in Word and PowerPoint
Managing Planning Data Offline
Managing Approvals
Copying Versions
Introduction to Financial Reporting
Financial Reporting Functionality
Financial Reporting Data Sources
Previewing Reports
Setting Preferences
Printing Reports and Snapshots
Designing Reports in Reporting Studio
Opening, Previewing, and Printing Reports from Reporting Studio
Integrating Reports into Microsoft Office Applications
Creating Basic Reports
Reports Creation Overview
Creating Reports and Grids
Selecting Members for Grids
Setting the Point of View
Adding Rows and Columns
Saving Reports
Setting Up Report Details
Formatting Cells and Grids
Suppressing Data
Applying Conditional Formatting in Grids
Changing Page Settings
Displaying Detail
Changing Page Settings
Reports Objects Overview
Designing Headers and Footers
Adding Text Functions
Text Functions Overview
Creating Dynamic Values with the Current Keyword
Displaying Row and Column IDs
Displaying Text Function Errors
Common Text Functions
Adding Math Functions
Report Calculation Overview
Applying Mathematical Functions and Properties
Creating Formulas
Common Mathematical Functions
Creating Books
Books Overview
Changing the Book POV
Creating Books in EPM Workspace
Modifying the Table of Contents
Previewing and Printing Books
Description:
This course will teach you create forms, manage task lists, enter and adjust data and execute calculations in Planning.
You'll also learn how to manage the approval process, which includes moving a plan through the budget
review-and-approval process.
Learn To:
Discuss Planning capabilities, Planning’s relationship with Essbase and dimension requirements.
Navigate Workspace to access Planning and Financial Reporting.
Create and test forms and ad hoc grids.
Enter, adjust and analyze data in Planning and Smart View.
Set up and test business rules.
Set up and implement task lists.
Create reports to analyze planning results.
Enter and adjust plan and forecast data.
Create forms and ad hoc grids.
Analyze data in Smart View.
Create production quality reports.
Pre-Class Recommended Tutorial
For students new to Oracle Hyperion Planning, we recommend that you view the Planning Overview Tutorial before
attending class.
