Oracle Hyperion Planning is a centralized, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes and improves business predictability. Oracle Hyperion Planning provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models. With Oracle Hyperion Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration. Wishtree is one of the fastest growing companies in India providing Enterprise Learning Solutions. Our aim is to service the learning & development needs of your organization and serve as your reliable outsourcing partner. We are committed towards fulfilling your Capacity Building and Training requirements. Wishtree Learning draws experience from experts in the field and provides complete learning solutions, specifically designed for and across organizational hierarchies. The training outsourcing solutions that we provide are a suite of professional training processes that enable our clients to obtain quantifiable. Keeping in mind our clients’ varying resources, we provide “In class” as well as “virtual” training based on preferences and budget. Our current roster of trainings chiefly include: Technical • TIBCO (entire suite of products) including AMX, Spotfire and CEP • Oracle Hyperion (entire suite of products) and OBIEE • Informatica • VMware Functional • ITIL • PMP • CBAP • TOGAF Wishtree Advantage • Competitive Pricing for better ROI • Tailored solutions including custom course content and choice of delivery options • More than 350 trainings completed scoring more than 95% participant satisfaction in last 3 years • Large and exhaustive pool of experienced trainers • Key trainings provided to global giants including Amdocs, Credit Suisse, CSC, RBS, BOfA, Vodafone, BNP Paribas, Genpact, UNB, Cap Gemini, Syntel, Fujitsu, Opus, Infosys and TCS Contact Us: Contact No. +91 20 60123456 Email id : learning@wishtreetech.com Website: http://www.wishtreetech.com

1. Wishtree Learning | learning@wishtreetech.com | 020 60123456
Oracle Hyperion Planning (5 days)
Day 1
 Introduction to Planning
• Planning Overview
• Planning Architecture Overview
• Planning Business Process Overview
• Planning Business Scenario
 Navigating Workspace
• Workspace Overview
• Launching Workspace
• Opening Applications
• Navigating in Planning
 Dimensions Overview
• Plan Types
• Planning Dimensions
• Data Block Creation Process
• Aggregation, Storage, and Calculation Options
 Creating and Managing Dimensions in Performance Management Architect
• Navigating Performance Management Architect
• Managing Dimensions
• Creating Members in Dimension Library
• Managing Members
• Creating Associations Between Dimensions
• Organizing Shared Library
• Working with Grid Editor
 Importing Metadata
• Metadata Load Options
• Formatting Metadata Load Files
• Creating Import Profiles
• Staging Metadata with Interface Tables
• ERP Integrator Metadata Load Process
• Importing Metadata with Lifecycle Management
 Creating Applications
• Methods for Creating Applications
• Application Creation Process
• Application Criteria
• Creating Applications with Application Creation Wizard
• Adding Dimensions from Shared Library

2. Wishtree Learning | learning@wishtreetech.com | 020 60123456
 Setting Up Alias, Period, Year, Scenario, Version, and Currency Dimensions
• Creating Aliases
• Customizing Time Periods
• Creating Scenarios
• Defining Versions
• Adding Currencies
 Setting Up Entity and Account Dimensions
• Entities Overview
• Adding and Modifying Entities
• Accounts Overview
• Account Types
• Saved Assumptions
• Data Types and Exchange Rates
• Creating Account Hierarchies
• Consolidation Order
 Creating User-Defined Elements
• User-Defined Dimensions
• Adding Attributes
• Creating Member Formulas
• Adding User-Defined Attributes
• Working with Smart Lists
Day 2
 Deploying Applications
• Deployment Process
• Preparing Applications for Deployment
• Validating Applications
• Deploying Applications to a Planning Server
• Redeploying Applications
 Setting up Exchange Rates
• Currencies and Exchange Rates
• Creating Exchange Rate Tables
• Generating Currency Conversion Calculation Scripts
 Loading and Calculating Data
• Data Load Options
• Staging Data with Interface Tables
• ETL Data Load Tools
• Data Calculations

3. Wishtree Learning | learning@wishtreetech.com | 020 60123456
Day 3
 Provisioning Users and Groups for Planning
• Planning Security Overview
• User and Group Provisioning Overview
• Provisioning Users and Groups
• Generating Provisioning Reports
 Setting Up Access Permissions to Planning Applications
• Assigning Access Permissions
• Importing Access Permissions
• Creating Security Filters
 Creating Data Forms
• Data Forms Overview
• Creating Simple Data Forms
• Creating Composite Data Forms
 Customizing Data Forms
• Data Form Customization
• Exporting and Importing Data Forms
• Creating Menus
• Creating Formula Rows and Columns
• Building Validation Rules
• Setting Up Custom Messaging
• Specifying Advanced Settings
• Setting Up User Preferences
Day 4
 Entering Data in Planning
• Navigating Data Forms
• Submitting Data in Data Forms
• Spreading Data
• Adjusting Plan Data
• Adding Annotations to Plan Data
• Performing Ad Hoc Actions on Data Forms
• Grid Diagnostics
• Calculating Data in Data Forms
 Creating and Managing Business Rules
• Business Rules Overview
• Assigning Business Rule Security
• Launching Calculation Manager

4. Wishtree Learning | learning@wishtreetech.com | 020 60123456
• Setting Up Business Rules
• Validating and Deploying Business Rules
• Launching Business Rules
• Creating, Validating, and Deploying Rule sets
Day 5
 Setting Up the Approval Process
• Approval Process Overview
• Creating Planning Unit Hierarchies
• Setting the Potential Promotional Path
• Assigning Scenario and Version Combinations
• Synchronizing Planning Unit Hierarchies
• Exporting and Importing Planning Unit Hierarchies
• Viewing and Resolving Validation Errors
 Managing the Approval Process
• Planning Unit Process States
• Reviewer Actions
• Impact of Entity Hierarchy on the Approval Process
• Managing the Review Cycle
• Copying Data Between Versions
• Copying Relational Data for Dimensional Intersections
• Clearing Cell Details
 Creating Task Lists
• Task Lists Overview
• Navigating Task Lists in Basic Mode
• Navigating Task Lists in Advanced Mode
• Task List Creation Process
• Printing Task List Reports