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wishtree Learning
Hyperion Financial Management
Duration : 40 hours
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Introduction to Financial Management
o About Enterprise Performance Management
HFM Basics
o Dimensions
o Define Application Profile
o Create application
Loading Metadata from a File
o About Metadata Load Files
o Loading Metadata
o Manage Metadata
o Prepare own Metadata
Configuring Accounts and Custom Dimensions
o About Accounts and Custom Dimensions
o Setting Up Account Types and Hierarchies
o Setting Up Accounts and Custom Dimensions
o Intercompany Account and Other Account Properties
Setting Up Entities, Calendars, and Scenarios
o Setting up Entities
o Setting Up Calendars
o Setting Up Scenarios
Loading Data
o Loading Data Files
o Extracting Data
o Copying and Removing Data
Creating Tasklist and Data Forms
o About Data Forms
o Accessing the Form Builder
o Defining the Point of View
o Defining Columns and Rows
o Setting Row and Column Options
o Exporting Data to Spreadsheets
Entering Data Using Data Grids
o About Data Grids and Accessing Data Grids
o Changing the Grid Layout and Display
o Selecting Members for Dimensions
o Selecting Members
o Saving Grid Settings
o Entering Data and Filling Multiple Cells
o Spreading and Calculating Data
o Adding Cell Text and Line-Item Detail
Creating Member Lists in Financial Management
o About Member Lists
o System and User-Defined Member Lists
o Creating Member Lists

Property Of Wishtree Technologies
wishtree Learning
o Identifying Member Lists in a File
o Creating Static Member Lists
o Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
o Loading and Extracting Member Lists
 Entering Intercompany Data
o About Intercompany Transactions
o Intercompany Account Balances
o Elimination Process
o Plug Accounts
o Intercompany Eliminations and the Value Dimension
o Setting Up Entities and Accounts for Intercompany Data
o Creating and Running Intercompany Matching Reports
 Adjusting Data with Journals
o About Journals and Journal Benefits and Adjusting Data
o Journals Review Process and the Value Dimension
o Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
o Creating Journal Templates and Journal Balance Types
o Creating Journals and Entering Journal Data
o Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report
o Setting Journal Report Properties and Selecting Columns and Filters
o Saving Journal Reports Locally and Remotely
 Running Consolidations and process management
o Consolidation Process and Percentages
o Entering Consolidation Information Using Ownership Management
o Running Consolidations
o Checking Consolidation Status
o Data Translation
o Entering Exchange Rates
 Analyzing Data Using Smart View
o About Smart View
o Smart View Installation and Components
o Connecting to a Data Source
o Entering Data with Web Data Forms
o Functions in Smart View
 Rules
o About Rules and Rules Syntax
o Rule Types and Rules Files
o Objects and Functions in Rules
o Assigning Values to Accounts
o Account Expressions
o Setting Values for Multiple Accounts
o Subcubes, Data Retrieval, and Rules
o Loading and Extracting Rules

Property Of Wishtree Technologies

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Wishtree Learning Hyperion Financial Management Training | Corporate | Classroom | Virtual | Pune | Bangalore | Hyderabad | Noida | Gurgaon | Mumbai | Chennai | Kolkata

  • 1. wishtree Learning Hyperion Financial Management Duration : 40 hours          Introduction to Financial Management o About Enterprise Performance Management HFM Basics o Dimensions o Define Application Profile o Create application Loading Metadata from a File o About Metadata Load Files o Loading Metadata o Manage Metadata o Prepare own Metadata Configuring Accounts and Custom Dimensions o About Accounts and Custom Dimensions o Setting Up Account Types and Hierarchies o Setting Up Accounts and Custom Dimensions o Intercompany Account and Other Account Properties Setting Up Entities, Calendars, and Scenarios o Setting up Entities o Setting Up Calendars o Setting Up Scenarios Loading Data o Loading Data Files o Extracting Data o Copying and Removing Data Creating Tasklist and Data Forms o About Data Forms o Accessing the Form Builder o Defining the Point of View o Defining Columns and Rows o Setting Row and Column Options o Exporting Data to Spreadsheets Entering Data Using Data Grids o About Data Grids and Accessing Data Grids o Changing the Grid Layout and Display o Selecting Members for Dimensions o Selecting Members o Saving Grid Settings o Entering Data and Filling Multiple Cells o Spreading and Calculating Data o Adding Cell Text and Line-Item Detail Creating Member Lists in Financial Management o About Member Lists o System and User-Defined Member Lists o Creating Member Lists Property Of Wishtree Technologies
  • 2. wishtree Learning o Identifying Member Lists in a File o Creating Static Member Lists o Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions o Loading and Extracting Member Lists  Entering Intercompany Data o About Intercompany Transactions o Intercompany Account Balances o Elimination Process o Plug Accounts o Intercompany Eliminations and the Value Dimension o Setting Up Entities and Accounts for Intercompany Data o Creating and Running Intercompany Matching Reports  Adjusting Data with Journals o About Journals and Journal Benefits and Adjusting Data o Journals Review Process and the Value Dimension o Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry o Creating Journal Templates and Journal Balance Types o Creating Journals and Entering Journal Data o Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report o Setting Journal Report Properties and Selecting Columns and Filters o Saving Journal Reports Locally and Remotely  Running Consolidations and process management o Consolidation Process and Percentages o Entering Consolidation Information Using Ownership Management o Running Consolidations o Checking Consolidation Status o Data Translation o Entering Exchange Rates  Analyzing Data Using Smart View o About Smart View o Smart View Installation and Components o Connecting to a Data Source o Entering Data with Web Data Forms o Functions in Smart View  Rules o About Rules and Rules Syntax o Rule Types and Rules Files o Objects and Functions in Rules o Assigning Values to Accounts o Account Expressions o Setting Values for Multiple Accounts o Subcubes, Data Retrieval, and Rules o Loading and Extracting Rules Property Of Wishtree Technologies