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Oracle Hyperion Financial Management Training – Implementation & Administration 

Oracle Planning and Budgeting has enabled over a thousand organizations of various sizes to quickly adopt world-class planning and budgeting applications, with no CAPEX infrastructure (EPM Cloud Option) investments, driving market-leading functionality across lines of businesses in the enterprise with flexible and customizable deployment options and virtually no learning curve.

Omni Academy industry expert Hyperion Consultants holds vast implementation, support and training expertise to ensure your Hyperion project success within time and budget.

Complete Planning, Budgeting and Forecasting Solution in the Oracle Hyperion Planning and Budgeting and forecasting solution used by many large, medium and small companies worldwide to solve enterprise-wide business planning use cases. Oracle Planning and Budgeting provides a rich Web and Microsoft Office work environment that has solved a wide variety of financial, sales and operational planning use cases across multiple industries.

What you will learn

This Hyperion Planning training will teach you how to create and administer Planning applications. You’ll learn how to manage metadata and add dimensions and members.

• Create and deploy planning applications.
• Manage metadata by adding and importing dimensions and members.
• Load data.
• Set up security for users, groups, and members.
• Create and customize forms, menus, and task lists.
• Migrate application artifacts.
• Set up and test business rules.
• Set up and manage the approval process.

Benefits to You

• Optimize your organization’s resources by linking strategic, financial, and operational business plans. Align your organization using your new skills to effectively plan, budget and forecast with Oracle Hyperion Planning.
• Get FREE Practice Exam Question to Ensure your Hyperion Certification Exam Success !

Design and Manage the Approval Process

Enrolling in this course will also help you develop the knowledge and skills to design and manage the approval process. This includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises, along with a case study, give you hands-on practice to solidify your understanding. By investing in this training, you’ll learn how to create a planning application using the Simplified Interface.

Audience

• Financial Analyst / Finance Managers
• Administrator
• Developer
• Functional Implementer
• Implementation Consultant
• System Administrator
• Technical Administrator
• Technical Consultant

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 Hyperion Planning & Budgeting
• Navigating Planning
• Introduction to Applications and Dimensions
• Creating Planning Applications
• Managing Dimensions
• Setting Up Aliases, Currencies, Years, and Periods
• Setting Up Scenarios and Versions
• Setting Up the Entity and Account Dimensions

Accounts: Overview

1. Account Types and Time Balance Properties
2. Saved Assumptions
3. Data Types and Exchange Rate Types
4. Adding and Aggregating Accounts

Loading Metadata

• Creating User-Defined Elements

Smart Lists: Overview

1. Enabling the Simplified Interface
2. Customizing Interface Appearance

Setting Up Exchange Rates

• Loading and Calculating Data

Planning Security: Overview

1. User and Group Provisioning in Shared Services
2. Specifying Advanced Settings
3. Assigning Access Permissions

Configuring Application 

• Creating Forms
• Enhancing Forms
• Entering Data in Planning
• Annotating and Analyzing Data
• Managing Business Rules
• Setting Up the Approval Process

Managing the Approval Process

1. Approvals Dashboard Planning Unit Approval States Reviewer Actions
2. Impact of Entity Hierarchy on the Review Process Managing the Review Cycle
3. Viewing and Resolving Validation Errors Copying Data Between Versions Copying Data

Creating Task Lists

Case Study

For Oracle Hyperion Implementation or Support SLA  contact us: +92-3498-OMNI( 6664), 03122169325, info@omni-academy.com

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Oracle Hyperion Planning and Budgeting for Public Sector Training 

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