Oracle Hyperion Planning 11.1.2 Create & Manage Applications Training

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Oracle Hyperion Planning 11.1.2 Create & Manage Applications training explains how to create, deploy, and administer Planning applications. By learning this course, you can build the skills to efficiently manage metadata, load data, and set up security for users and groups. How to create and customize forms, menus, list; define business rules; and migrate application artifacts - all is explained in this comprehensive training full of examples and hands-on sessions.

Upon the completion of the Oracle Hyperion Planning 11.1.2 Create & Manage Applications training course, you will be able to:

  • Understand the fundamentals of Planning architecture and business process
  • Explore EPM workspace
  • Add and import dimensions, entity, and members to manage metadata
  • Define access permissions to set up security
  • Create  Forms, Menus, and Task Lists
  • Enter data in Planning and define business rules for validation and security reasons
Target audience
  • Administrator
  • Functional Implementer
  • Technical Administrator
  • Developer
  • Implementation Consultant
  • Technical Consultant
  • System Administrator
Prerequisites

Basic knowledge of the following is required to undergo this training:

  • Business modeling
  • Microsoft Windows
  • Financial planning and budgeting concepts

1. Introduction to Planning

  • Planning Overview
  • Planning Architecture
  • Planning Business Process
  • Course Roadmap
  • Planning Business Scenario

2. Navigating EPM Workspace

  • EPM Workspace: Overview
  • Launching EPM Workspace
  • Opening Applications
  • Navigating in Planning

3. Introduction to Application and Dimensions

  • Planning Application Overview
  • Application Framework
  • Planning Dimensions
  • Data Block Creation Process
  • Aggregation, Storage, and Calculation Options

4. Creating Applications in Planning Administration

  • Planning Administration: Overview
  • Application Creation Process
  • Creating Applications with Planning Application Administration
  • Managing Applications and Data Sources
  • Managing Essbase Databases

5. Managing Dimensions

  • Building Dimension Hierarchies
  • Setting Up Dimension Hierarchies
  • Managing Member Hierarchies
  • Sorting Members

6. Setting Up the Alias, Currency, Year, and Period Dimensions

  • Creating Aliases
  • Adding Currencies
  • Customizing Time Periods

7. Setting Up Scenarios and Versions

  • Scenarios and Versions
  • Creating Scenarios
  • Creating Versions

8. Loading Metadata

  • Metadata Load Options
  • Loading Metadata with the Outline Load utility
  • ERP Integrator Load Process
  • Lifecycle Management
  • Migrating Applications and Artifacts

9. Setting Up the Entity and Account Dimensions

  • Entities: Overview
  • Adding and Deleting Entities
  • Accounts Overview
  • Account Types
  • Saved Assumptions
  • Data Types and Exchange Rate Types
  • Adding Accounts
  • Aggregating Accounts

10. Creating User-Defined Elements

  • Creating Member Formulas
  • User-Defined Dimensions
  • Attribute Dimensions
  • Adding User-Defined Attributes
  • About Smart Lists

11. Setting Up Exchange Rates

  • Currencies and Exchange Rates
  • Creating Exchange Rate Tables
  • Generating Currency Conversion Calculation Scripts

12. Loading and Calculating Data

  • Data Load Options
  • Loading Data Values with Administration Services
  • Managing Data with the Outline Load Utility
  • ERP Integrator Data Load Process
  • Oracle Data Integrator Data Loads with ETL Tools
  • Data Calculations

13. Setting Up Planning Security

  • Planning Security: Overview
  • User and Group Provisioning in Shared Services
  • Assigning Access Permissions
  • Exporting and Importing Access Permissions
  • Creating Security Filters

14. Creating Forms

  • Forms: Overview
  • Creating Simple Forms
  • Creating Composite Forms
  • Exporting and Importing Forms

15. Enhancing Forms

  • Creating Rolling Forecasts
  • Modifying Rolling Forecast Variables
  • Creating Menus
  • Creating Formula Rows and Columns
  • Building Validation Rules
  • Specifying Advanced Settings and Setting Application Defaults
  • Setting Up User Preferences
  • Performing Grid Diagnostics

16. Entering Data in Planning

  • Navigating Forms
  • Submitting Data in Forms
  • Filtering Data
  • Sorting Data
  • Spreading Data
  • Adjusting Plan Data

17. Annotating and Analyzing Data

  • Adding Annotations to Plan Data
  • Clearing Cell Details
  • Working with Ad Hoc Grids

18. Managing Business Rules

  • Business Rules: Overview
  • Determining Calculation Requirements
  • Launching Calculation Manager
  • Rule Components
  • Creating Business Rules from Templates
  • Creating Business Rules and Rule Sets
  • Validating, and Deploying Business Rules and Rulesets
  • Assigning Business Rule Security and Launching Business Rules

19. Setting Up the Approval Process

  • Approval Process: 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

20. 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
  • Working with Copy Data Options

21. Creating Task Lists

  • Task Lists: Overview
  • Navigating Task Lists
  • Task List Creation Process
  • Creating Task List Folders
  • Printing Task List Reports

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