Oracle Hyperion Planning Course Curriculum

Planning Overview and Navigating Workspace :
  • Oracle’s Enterprise Performance Management System
  • Planning Architecture
  • Planning and ESSBase
  • Launching Workspace
  • Workspace User Interface
  • Workspace Navigate Menu
  • Opening Applications
  • Navigating in Planning
Creating Dimensions Overview :
  • Planning Dimensions
  • Required and User-Defined Dimensions
  • Dense and Sparse Dimensions
  • Creating Data Blocks
  • Selecting Aggregation, Data Storage and Calculation Options
Managing Dimensions with Performance Management Architect :
  • Creating Applications Using Performance Management Architect
  • Adding Dimensions to Shared Library
  • Working with Shared and Local Dimensions
  • Creating and Managing Members
  • Creating Associations Between Dimensions
  • Working with Grid Editor
  • Adding Currencies and Aliases
  • Automating Performance Management Architect Tasks
Setting Up the Period, Scenario, and Version Dimension :
  • Creating Time Periods
  • Period and Year Dimensions
  • User Roles
  • Generating Provisioning Reports
  • Assigning Access Rights
  • Importing Access Rights
  • Creating Security Filters
Creating Data Forms and Folders :
    Data Forms and Folders Overview
  • Data Forms and Folders Overview
  • Data Forms and Folders Overview
  • Setting Up Data Forms
  • Creating Composite Data Forms
  • Printing Data Form Definition Reports
  • Assigning Access Rights to Data Forms
  • Assigning Data Form Folder Security
Customizing Data Forms :
  • Exporting and Importing Data Forms
  • Menus
  • Setting up Custom Messaging
  • Specifying Advanced Settings
  • Managing User Variables
  • Setting Up User Preferences
Entering Data :
  • Submitting Data in Data Forms
  • Launching Dimension Editor from Data Forms
  • Spreading Data
  • Adjusting and Annotating Data
  • Calculating Data in Data Forms
  • Entering Data with Smart Lists
  • Navigating Data Forms with Menus
Entering Data Using Smart View :
  • Smart View Overview
  • Working with Smart View
  • Working with Ad Hoc Analysis
  • Working Offline
Managing the Approval Process and Creating Task Lists :
  • Managing the Review Cycle for Planning Units
  • Copying Data Between Versions
  • Clearing Cell Details
  • Copying Data
  • Navigating Task Lists
  • Building Task Lists
  • Assigning Access to Tasks Lists
  • Validating Task Lists and Reporting on Task Lists

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