HFM Training

Hyperion Financial Management Training

1. Introduction to Financial Management

* About Enterprise Performance Management

2. HFM Basics

* What is Meta Data and Data

* Dimensions – Standard dimensions and Custom Dimensions

* Application Profile Creation

* Application Creation – Classic / EPMA

* windows Menus

* Workspace

3. Loading Metadata from a File

* About Metadata Load Files

* Loading Metadata

* Manage Metadata

* Prepare own Metadata

4. Configuring Accounts and Custom Dimensions

* About Accounts and Custom Dimensions

* Setting Up Account Types and Hierarchies

* Setting Up Accounts and Custom Dimensions

* Intercompany Account and Other Account Properties

5. Setting Up Entities, Calendars, and Scenarios

* Setting up Entities

* Setting Up Calendars

* Setting Up Scenarios

6. Loading Data

* Loading Data Files

* Extracting Data

* Copying and Removing Data

* Explore grid settings

* exchange grid settings

7. Creating Data Forms

* About Data Forms

* Accessing the Form Builder

* Defining the Point of View

* Defining Columns and Rows

* Setting Row and Column Options

* Exporting Data to Spreadsheets

8. Entering Data Using Data Grids

* About Data Grids and Accessing Data Grids

* Changing the Grid Layout and Display

* Selecting Members for Dimensions

* Selecting Members

* Saving Grid Settings

* Entering Data and Filling Multiple Cells

* Spreading and Calculating Data

* Adding Cell Text and Line-Item Detail

9. 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 for the Entity Dimension and Other

* Dimensions

* Loading and Extracting Member Lists

10. Entering Intercompany Data

* About Intercompany Transactions

* Intercompany Account Balances

* Elimination Process

* Plug Accounts

* Intercompany Eliminations and the Value Dimension

* Setting Up Entities and Accounts for Intercompany Data

* Creating and Running Intercompany Matching Reports

11. Adjusting Data with Journals

* About Journals and Journal Benefits and Adjusting Data

* Journals Review Process and the Value Dimension

* Multiple Journal Postings, Accessing Journals and Opening Periods for

* Journal Entry

* Creating Journal Templates and Journal Balance Types

* Creating Journals and Entering Journal Data

* Creating, Previewing, Running and Viewing Adjustments with the Entity

* Details Report

* * Setting Journal Report Properties and Selecting Columns and Filters

* * Saving Journal Reports Locally and Remotely

12. Process Management & Running Consolidations

* Consolidation Process and Percentages

* Entering Consolidation Information Using Ownership Management

* Running Consolidations

* Checking Consolidation Status

* Data Translation

* Entering Exchange Rates

13. Analyzing Data Using Smart View

* About Smart View

* Smart View Installation and Components

* Connecting to a Data Source

* Entering Data with Web Data Forms

* Functions in Smart View

14. Rule Basics

* About Rules and Rules Syntax

* Rule Types and Rules Files

* Objects and Functions in Rules

* Assigning Values to Accounts

* Account Expressions

* Setting Values for Multiple Accounts

* Subcubes, Data Retrieval, and Rules

* Loading and Extracting Rules

15. Security

* Different Types of Security in HFM

* User creation & Group Creation

* Provisioning to Users and Groups Security

* class creation and assigning Security Class