Hyperion Financial Training

Syllabus of Hyperion Financial Management Course

Overview of Hyperion Financial Management

• Explain financial reporting concepts
• Describe HFM structure and design concepts a high level
• Creating Applications — Profile and Metadata — Classic
• Create an application profile and application
• Create the application profile
• Manage, Load and Extract metadata
• Build a Chart of Accounts
• Describe and specify values for commonly used properties
• Describe and specify values for commonly used application settings
• Describe and implement dimensionality

EPM Architect

• Explain the advantages and disadvantages of using EPMA versus “classic” HFM
• Describe EPMA components
• Define and maintain dimensions using EPMA
• Create and maintain application using EPMA
• Deploy applications
• se data synchronization to move data between EPMA-based applications Data

Loading and Analysis

• Load data into an application with native format files
• Load data into an application using alternative approaches
• Copy and clear data from HFM application

HFM Rules & Calculation Manager

• Create and maintain calculations in HFM
• Define and invoke subroutines
• Define and use variables
• Define and invoke functions

Creating and Building Lists

• Create member lists.
• Use member lists.
• Load and Extract member lists.

Shared Services

• Explain Security and Lifecycle Management
• Describe security structure (i.e. users/groups, roles, and classes) in HFM
• Provision users and groups
• Create and assign classes
• Manage users, groups and classes in a classic HFM application via extract/load
• Use Lifecycle Management Services to move artifacts from one application to another

HFM Administration

• Copy classic HFM applications
• Perform application management tasks using the HFM Administration menu
• Implement process control
• Perform HFM tuning and optimization

HFM End User Basics

• Use task lists
• Use data grids
• Use data entry forms
• Use Journals

HFM End User Advance Functions

• Implement intercompany reporting in HFM
• Financial Reporting Studio
• Explain and use the basic features of Financial Reporting Studio
• Explain and use relationship functions in report creation
• Use end user report functionality and features
• Supporting Tools of FM
• Financial Data Quality Management
• Other – Extended Analytics

Planning Overview

• Describe the main features of Hyperion System 9 Planning
• Describe the product architecture of Hyperion System 9 Planning
• Describe the relationship between Hyperion System 9 Planning and Hyperion System 9 BI+ Analytic Services

Navigating Workspace

• Describe the user interface components
• Access Planning through Workspace
• Navigate the Planning Web client

Creating Dimensions Overview

• Identify required dimensions
• Identify user-defined dimensions
• Describe dense and sparse dimensions
• Describe data block creation
• Set up aggregation, data storage, and calculation options

Managing Dimensions with BPM Architect

• Describe BPM Architect
• Navigate BPM Architect
• Manage Dimensions
• Create Dimension Members
• Edit Member Properties
• [Data Types (Dates, Text)]
• Create Property Associations
• Add and modify currencies

Setting Up the Period, Scenario, and Version Dimensions

• Describe Planning time periods
• Customize time periods
• Create scenarios
• Create versions

Setting up the Entity Dimension

• Add entity members to the Entity dimension
• Modify entity members in the Entity dimension
• Delete entity members in the Entity dimension
• Setting Up the Account Dimension
• Describe account types and consolidation order
• Create account hierarchies

Creating User-Defined Elements

• Create Alias Tables
• Create user-defined dimensions
• Create attributes and assign attribute values
• Describe member formulas
• Add member formulas in Analytic Administration Services
• Create Smart Lists

Loading Metadata from a File

• Format metadata load files
• Map dimensions and dimension properties
• Create Profiles
• Load and extract Metadata
• Creating Application Views
• Create Application Views
• Add dimensions to Application Views
• Configure application properties
• Remove members

Deploying Applications

• Validate application views
• Compare application views
• Deploy applications
• Activate and register Planning using the Configuration Utility
• Review Planning application in Analytic Administration Services (???)
• Test Application Deployments
• Redeploy Applications

Setting up Exchange Rates

• Create exchange rate tables
• Enter exchange rate values
• Generate currency conversion calculation scripts

Loading and Calculating Data Overview

• Describe the requirements for data load files
• Describe data load rules
• Describe how data is calculated within dimensions

Loading Data

• Load data using the staging area
• Create load rules for data files for Analytic Services
• Load data using Analytic Administration Services
• Modify performance settings

Provisioning Users and Groups

• Describe security in Planning
• Describe user provisioning in Shared Services
• Provision users and groups for Planning
• Generate provisioning reports

Setting Up Access Rights to Planning Applications

• Assign access rights in Dimension Editor
• Import access rights
• Create security filters

Creating Data Forms and Folders

• Create data forms and folders
• Print data form definition reports
• Assign access rights to data forms
• Associate Custom Menus to Data Forms
• Export and import data forms

Customizing Data Forms

• Create Custom Menus
• Specify application default settings
• Manage user variables
• Set up user preferences

Entering Data

• Enter and submit data in data forms
• Adjust and annotate plan data
• Calculate data in data forms
• Enter data by using Smart Lists
• Navigate data forms by using Custom Menus

Entering Data in Smart View

• Describe Smart View
• Enter, adjust, calculate, and analyze data with Smart View
• Modify planning data offline

Creating Business Rules

• Describe Business Rules and capabilities
• Navigate Administration Console to design business rules
• Create business rules
• Launch business rules from Planning
• Print business rules

Building Run-Time Prompts for Business Rules

• Describe Runtime Prompts
• Create Runtime Prompts

Adding Formulas to Business Rules

• Identify the four formulas included with Business Rules
• Build formulas for business rules
• Manage Business Rules
• Planning Process Management
• Explain the planning process
• Describe planning units
• Manage the review cycle for planning units
• Copy data between versions
• Copy data
• Delete textual information

Creating Task Lists

• Define task list capabilities
• Navigate task lists in Basic and Advanced modes
• Create task lists
• Assign Access to task lists
• Validate task lists

Financial Reporting Overview

• Describe Financial Reporting
• Describe Data Sources
• Navigate Financial Reporting Studio
• Log on to Financial Reporting Studio
• Identify portions of the Financial Reporting Studio workspace
• Open, Preview, and print reports
• Identify report components
• Change the user POV
• Navigating Reports in Workspace
• Identify interface elements in Workspace
• Set preferences
• Set the user POV
• Limit user POV user selections
• Integrate reports into Microsoft Office applications

Financial Reporting Overview

• Describe the components and general architecture of System 9
• Describe Financial Reporting functionality and architecture
• Identify data source dimensions and members
• Start the Analytic Services server

Navigating Reports in Workspace

• Identify interface elements in Workspace
• Set preferences
• Preview and print reports
• Set the user Point of View (POV)
• Limit the user POV member selections
• Integrate reports into Microsoft Office applications

Navigating Reports in Financial Reporting Studio

• Log on to Financial Reporting Studio
• Identify portions of the Financial Reporting Studio workspace
• Open, preview, and print reports
• Identify report components
• Change the user POV

Creating Basic Reports

• Create reports and grids
• Select members for rows and columns
• Set the POV
• Modify reports by adding rows and columns
• Save reports

Applying Advanced Member Selections

• Select members by using lists
• Select members by using functions
• Select multiple members by using expressions
• Select members for the page axis
• Set data query optimization options

Customizing Grids

• Select multiple database connections in a grid
• Attach documents to reports
• Display Planning supporting detail
• Create reports with expansions
• Create reports with related content

Formatting Cells and Grids

• Format cells within a grid
• Format grids
• Sort a range of rows or columns
• Suppress data in a grid
• Apply conditional formatting in a grid
• Specify the page setup

Creating Report Objects

• Create text boxes in a report
• Add images to a re port
• Save and link objects
• Insert saved objects into a report
• Add headers and footers to a report
• Create row and column templates

Creating Charts

• Create bar, line, pie, and combo charts
• Format charts

Adding Text Functions

• Describe the purpose of text functions
• Add text functions to reports
• Describe common text functions

Adding Auto Calculations and Mathematical Functions

• Describe the purpose of auto calculations and mathematical functions
• Add auto calculations to data rows and columns
• Apply mathematical functions and properties to perform calculations
• Describe common mathematical functions

Creating Books

• Preview books in PDF and HTML modes
• Change the book POV
• Create books containing multiple reports
• Set member selections for reports in a book

Creating Batches

• Create and schedule batches to automatically generate reports
• Schedule batch bursting options
• Retrieve exported batch output from the Scheduler Server

Managing Items in the Repository

• Create e-mail links
• Create folders
• Rename, move, and delete items in the repository
• Import and export items
• Manage database connections
• Set permissions for repository items

Hyperion Financial Management Training Course Highlights

1) Our Training Center batch sizes are generally very small size 3-5 members OR 1 to 1 also, so students receive direct, hands-on training from us.

2) 100% practical training only. It is not a slide show training program / theory class program. 

3) At the end of this class, definitely you will refer your colleagues / friends / relatives for our training.

4) Conducting regularly online Hyperion Financial Management training for US peoples in all time zones (PST,CST,EST,HST,MST)

5) Installation of Softwares in your desktop / laptop will be done.

6) Will be provided self evaluation testing software, exam simulator, dumps & books with this training.

7) Continuous support is provided for any of your on-site problems. Assistance will be provided and you will be recommended to some of IT development firms.

Why Enroll with IICT for Hyperion Financial Management Training Course ?

1) Two days free trial - If candidate likes this course, these days are adjusted in his actual schedule.

2) Live Project Exposure of Fortune companies.

3) Training by Subject Matter experts from CMM Level 5 companies

4) Both Online and Classroom Training offered at Hyperion Financial Management

5) Our basic course worth more than the advanced course of other institutes/freelancers.

6) Free Interview preparations.

7) 100% free assistance for Hyperion Financial Management certifications.

8) Practical and Hands on Training for Hyperion Financial Management Course .

9) 100 % guarantee in succeeding the certification at affordable fees.

10) Also provide online training to students of foreign countries.

Hyperion Financial Management Trainer Profile

• More than 10+ Years of Experience.
• Trained more than 5000+ students in a year.
• Strong Theoretical & Practical Knowledge.
• Hyperion Financial Management Certified Professionals with High Grade.
• Well connected with Hiring HRs in multinational companies.
• Expert level Subject Knowledge and fully up-to-date on real-world industry applications.
• Trainers have Experienced on multiple real-time projects in their Industries.
• Our Trainers are working in multinational companies such as CTS, TCS, HCL Technologies, ZOHO, Birlasoft, IBM, Microsoft, HP, Scope, Philips Technologies etc

Hyperion Financial Management Placement Training

Hyperion Financial Training Batch Size

Regular Batch ( Morning, Day time & Evening)

Seats Available : 6 (maximum)

Weekend Training Batch( Saturday, Sunday & Holidays)

Seats Available : 8 (maximum)

Fast Track batch

Seats Available : 7 (maximum)

Hyperion Financial Training Duration

Regular Classes( Morning, Day time & Evening)

Duration : 6 weeks

Weekend Training Classes( Saturday, Sunday & Holidays)

Duration : 8 Weeks

Fast Track Training Program( 3+ hours classes daily)

Duration : within 4 weeks