Oracle Hyperion Financial Management 11.1.1 for Interactive Users (Self-Study Course)

 

Who should attend

  • Sales consultants
  • Business analysts

Prerequisites

  • Basic Microsoft Windows skills
  • Basic Excel or Lotus 1-2-3 skills
  • Basic accounting concepts
  • Familiarity with the data source, Financial Management, relational, or SAP-BW, for the reports

Course Objectives

  • Navigate Financial Management
  • Enter and calculate data
  • Create journal entries
  • Enter intercompany data
  • Consolidate data
  • Analyze and enter data in Smart View
  • Create reports in Financial Reporting

Product Description

  • Introduction to Financial Management
    • Oracle Enterprise Performance Management Suite
    • Benefits of Financial Management
    • Features of Financial Management
    • Products bundled with Financial Management
    • Financial Management Architecture
    • Related Oracle Products
  • Navigating Financial Management
    • Business Tasks in a Reporting Cycle
    • Financial Management Components
    • Managing Workspace
    • Opening Applications
    • Financial Management User Interface
    • Managing Documents
  • Viewing and Entering Data in Data Grids
    • Data Grids Overview
    • Accessing Data Grids
    • Entering and Editing Data
    • Calculating Data
    • Adding Cell Text and Documents
    • Retrieving Data from Financial Data Quality Management
  • Loading Data
    • Data Load Files
    • Loading Data from a file
    • Extracting Data
    • Copying Data
    • Removing Data
  • Entering Data in Data Forms
    • Working with Data Forms
    • Entering Data
    • Calculating Data
    • Accessing Linked Forms
    • Exporting to and importing from Spreadsheet
    • Retrieving Data from Financial Data Quality Management
  • Adjusting Data with Journals
    • Journals Overview
    • Opening and Closing Periods for Journal Entries
    • Creating Journal Templates
    • Creating Journals
    • Entering Journal Data
  • Processing and Reporting Journals
    • Journal Review Process Overview
    • Managing Journals
    • Viewing Journal Adjustments
    • Creating and Printing Journal Reports
    • Formatting Journal Reports with Oracle BI Publisher
  • Eliminating Intercompany Balances
    • Intercompany Transactions Overview
    • Creating Intercompany Matching Reports
    • Sending Email Alerts from an Intercompany Report
  • Running Consolidations
    • Financial Management Business Process
    • Consolidation Overview
    • Checking Calculation Status
    • Translating Data
    • Consolidating Children by Percentages
    • Consolidating Data
  • Managing the Review Cycle with Process Control
    • Process Management Overview
    • Viewing Process Unit Status
    • Calculating and Consolidating Data
    • Moving Process Units Through the Review Cycle
    • Managing Process Units in Data Grids
    • Locking and Unlocking Data
  • Analyzing Data with Smart View
    • Smart View Overview
    • Connecting to Data Sources
    • Viewing and Analyzing Data with the Ad Hoc Analysis Tool
    • Creating Free-form Worksheets
    • Calculating, Translating, and Consolidating in Smart View
    • Presenting Financial Management Data in Word and PowerPoint
  • Entering Data by Using Data Forms in Smart View
    • Opening Data Forms in Smart View
    • Navigating Data Forms
    • Selecting Members in Smart View Data Forms
    • Adding Member Functionality to Imported Data Forms
    • Working with Formulas and Cell References
    • Submitting Data
  • Retrieving and Submitting Data by Using Functions in Smart View
    • Functions in Smart View
    • Creating Functions
    • Setting the Point of View
    • Importing Reports and Functions
    • Converting Books
  • Navigating Financial Reports in Workspace
    • Financial Reporting in Workspace
    • Opening and Previewing Reports
    • Searching for Items
    • Printing Reports and Snapshots
    • Changing the Point of View
    • Integrating Reports into Microsoft Office Applications
  • Navigating Financial Reporting Studio
    • Accessing Financial Reporting Studio
    • Opening Reports
    • Previewing and Printing Reports
  • Creating Basic Reports
    • Report Creation Overview
    • Creating Reports
    • Selecting Members for Rows and Columns
    • Setting the Point of View
    • Adding Rows or Columns
    • Saving Reports
  • Formatting Cells and Grids
    • Formatting Cells
    • Formatting Grids
    • Suppressing Data
    • Applying Conditional Formatting in Grids
    • Setting Up Pages
  • Creating Report Objects
    • Report Objects Overview
    • Creating Text Boxes
    • Adding Images
    • Inserting Saved Report Objects
    • Linked Object Properties
    • Creating Headers and Footers
  • Adding Text Functions
    • Text Functions Overview
    • Inserting Text Functions in Text Boxes
    • Inserting Text Functions in Headings and Text Cells
    • Creating Dynamic Values with the Current Keyword
    • Common Text Functions
  • Adding Auto Calculations and Mathematical Functions
    • Working with Auto Calculations
    • Mathematical Functions
    • Mathematical Operators in Expressions
    • Creating Formulas
    • Common Mathematical Functions
  • Printing Multiple Reports with Books
    • Books Overview
    • Previewing and Printing Books
    • Changing the Book POV
    • Creating Books
    • Changing the Appearance of Books

Price on request