Planning Training Content

Hyperion Planning Training Curriculum

Course Objectives:

* Create and deploy Planning applications

* Manage metadata and data

* Set up security for users, groups, and members

* Create and customize forms, menus, and task lists

* Migrate application artifacts

* Verify application setup

* Set up and test business rules

* Set up and manage the approval process

Course Topics:

Introduction to Planning

* Oracle Hyperion Planning

* Planning Architecture

* Oracle Exalytics: Overview

* Planning Business Process

* Planning Business Scenario

Navigating EPM Workspace

* EPM Workspace: Overview

* Launching EPM Workspace

* Opening Applications

* Navigating in Planning

Introduction to Applications and Dimensions

* Planning Application: Overview

* Application Framework

* Planning Dimensions

* Data Block Creation Process

* Aggregation, Storage, and Calculation Options

Creating Applications in Planning Administration

* Planning Administration Overview

* Application Creation Process

* Creating Applications with Planning Application Administration

* Managing Applications and Data Sources

* Managing Data Sources

* Managing Essbase Databases

* Refreshing Essbase Databases

* Managing Plan Types

Managing Dimensions

* Building Dimension Hierarchies

* Performance Settings and Data Type Evaluation Order

* Setting Up Dimension Hierarchies

* Managing Member Hierarchies

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

* Time Balance Properties

* Saved Assumptions

* Data Types and Exchange Rate Types

Loading Metadata

* Metadata Load Options

* Loading Metadata with Planning Outline Load

* Loading Metadata with the Outline Load Utility

* FDMEE Metadata Load Process

* Lifecycle Management

Creating User-Defined Elements

* Creating Member Formulas

* User-Defined Dimensions

* Attribute Dimensions

* Adding User-Defined Attributes

* Smart Lists: Overview

Setting Up Exchange Rates

* Currencies and Exchange Rates

* Creating Exchange Rate Tables

* Generating Currency Conversion Calculation Scripts

Loading and Calculating Data

* Data Load Options

* Loading Data Values with Administration Services

* Managing Data with Outline Load Utility

* FDMEE Integrator Data Load Process

* Oracle Data Integrator: Data Loads with ETL Tools

* Data Calculations

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

Creating Forms

* Forms: Overview

* Form Components

* Creating Simple Forms

* Creating Composite Forms

* Exporting and Importing Forms

Enhancing Forms

* Creating Rolling Forecasts

* Creating Menus

* Creating Formula Rows and Columns

* Building Validation Rules

* Specifying Advanced Settings

* Setting Application Defaults

* Setting Up User Preferences

* Setting Individual Display Options

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

* Rule Components

* Templates: Overview

* Creating Business Rules with Templates

* Creating Business Rules and Rule Sets

* Validating and Deploying 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

* Printing Task List Reports

Additional topics

* Overview on new features in Hyperion Planning & beyond

* Classic & EPMA based Planning applications

* Planning with ASO plan type

* Planning with Smartview

* Planning with DRM / DRMG

* Working with Temporary Variables & Substitution Variables

* Administering Planning components

* Overview on Hyperion Financial Reports

**All the above listed courses are expected to be delivered with a case study or hands-on exercise (preferable), wherever applicable