Audience :

  • System Administrators
  • Application Developers
  • Project Managers
  • IT Support

Topics :

  • HFM Overview
  • Overview
    • HFM Data Flow
    • HFM Task Flow
  • EPMA Overview
  • HFM Dimensions
  • Help Information
  • Best Practices
  • Dimension Build
  • Objectives
  • Financial Management Client Overview
  • Dimension Build – Application Profile
  • Dimension Build – Metadata Manager
    • Build Scenario Dimension
    • Build Entity Dimension
    • Build Account Dimension
    • Build Custom Dimensions
    • Build Currencies & Other Metadata Items
    • Cell Text Labels
  • Dimension Build – Metadata Driven Members (ICP & Value)
  • Best Practices
  • Best Practices
  • Manage Security, Metadata and Documents
    • Overview
    • Manage Security
    • Manage Metadata
    • Extract Security and Metadata
  • Create an Application
    • Create and Register an Application
    • Moving Applications
    • Delete an Application from the Oracle Workspace
  • Overview
  • Manage Applications
  • Objectives
    • Data Forms and Data Grids
  • Build Data Forms
  • Use Data Forms to View and Enter Data
    • Data Forms – Colors
    • Enter and Save Data
    • Spread Data for a Quarter
  • Build Data Grids
    • Build a Data Grid
    • Perform Admin Functions with Data Grids
  • Manage Ownership
  • Best Practices
  • Rules
  • Overview
  • Managing Rules
    • Rule Types
    • Common Rules
    • Rules in Consolidation
    • Creating Rules in Notepad
    • Load/Extract Rules
  • Creating Rules in Calculation Manager
    • Security Roles
    • Working with Applications
    • Migrating Rules
    • VB Functions
  • Rules Functions
  • HFM Default Calculations
  • Overview
  • Intercompany Transactions
    • View Intercompany Transactions
    • Post Intercompany Transactions
    • Report on Intercompany Transactions
    • Run Matching Reports
    • Load Intercompany Transaction Files
    • Extract Intercompany Transaction Files
    • Intercompany Transaction Security Roles
  • Best Practices
  • Financial Reporting
  • Objectives
  • Smart View
    • Smart View Ribbon
    • Access HFM Data in Smart View
    • HFM Ribbons
    • Ad Hoc Reporting
    • Free-Form Ad Hoc Spreadsheets
    • Data Forms in Smart View
    • Excel Formulas and Cell References
    • Smart View Reports
    • Smart Slices
    • Query Designer
    • Cascading Reports
  • Hyperion Financial Reporting
    • Financial Reporting Studio
    • Hyperion Financial Reporting (HFR) Reports
    • Create Books
    • Create and Schedule Batches
  • Security
  • Overview
  • Application Security Considerations
  • Security Process Overview
  • Maintain HFM Security
  • Run Security Reports for HFM Applications
    • EPMA Security
  • Best Practices
  • Process Management
  • Objectives
  • Process Management Overview
  • Enable Process Management
  • Phased Submission
  • Set Up Phased Submissions
  • Process Unit Status
  • Validate Process Units
  • Process Units and the Review Cycle
  • Use Data Grids to Review Process Unit History
  • Performance Management Architect
  • Objectives
  • Performance Management Architect Overview
  • Dimension Library
    • Maintain Applications
    • Convert HFM Classic Applications to EPMA
  • Application Library
  • Calculation Manager
  • Data Synchronization
  • Library Job Console
  • Application Upgrade
  • Performance Management Architect Utilities
  • Performance Management Architect Batch Client
  • Performance Management Architect File Generator
  • ERPi – Enterprise Resource Planning Integrator