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HYPERION FINANCIAL MANAGEMENT TOPICS
Introduction to Financial Management

      About Enterprise Performance Management
      Financial Management Solution
      Financial Consolidation, Reporting, Analysis and Product Components
      Financial Management Architecture

Navigating in Financial Management

      Financial Management Components
      About Workspace and Workspace Navigation
      Metadata and Dimensions
      Setting the Point of View

Managing Dimensions with BPM Architect

      BPM Architect Dimension Library
      Adding Dimensions to Master View
      Creating Dimension Members
      Property Value Inheritance
      Creating Alternate Hierarchies
      Managing Members
      Creating Associations Between Dimensions
      Setting Up Languages

Loading Metadata from a File

      About Metadata Load Files
      Formatting Metadata Load Files
      Setting Up Dimensions
      Managing Languages
      Loading Metadata
      Viewing Job Status
      Loading Metadata with Interface Tables

Configuring Accounts and Custom Dimensions

      About Accounts and Custom Dimensions
      Setting Up Account Types and Hierarchies
      Setting Up Accounts and Custom Dimensions
      Auditing Account Data
      Intercompany Account and Other Account Properties




LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA   Page 1
Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
HYPERION FINANCIAL MANAGEMENT TOPICS


Setting Up Entities, Calendars, and Scenarios

      Setting up Entities
      Setting Up Calendars
      Setting Up Scenarios

Creating Application Views and Deploying Applications

      Creating Application Views
      Configuring Application Settings
      Setting Document Attachment Limits
      Configuring Hyperion FDM Drill Downs
      Deploying Application Process
      Comparing and Validating Application Views
      Deploying Application Views
      Viewing Job Status

Loading Data

      Data Load Files
      Line-Item Detail Section
      Changing Column Order
      Loading Data Files
      Extracting Data
      Exporting Data with Extended Analytics
      Copying and Removing Data

Rule Basics

      About Rules and Rules Syntax
      Rule Types and Rules Files
      Objects and Functions in Rules
      Assigning Values to Accounts
      Account Expressions
      Setting Values for Multiple Accounts
      Subcubes, Data Retrieval, and Rules
      Loading and Extracting Rules




LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA   Page 2
Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
HYPERION FINANCIAL MANAGEMENT TOPICS
Entering Data Using Data Grids

      About Data Grids and Accessing Data Grids
      Changing the Grid Layout and Display
      Selecting Members for Dimensions
      Selecting Members
      Saving Grid Settings
      Entering Data and Filling Multiple Cells
      Spreading and Calculating Data
      Adding Cell Text and Line-Item Detail

Creating Member Lists in Financial Management

      About Member Lists
      System and User-Defined Member Lists
      Creating Member Lists
      Identifying Member Lists in a File
      Creating Static Member Lists
      Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
      Loading and Extracting Member Lists

Provisioning Users and Groups

      About Levels of Security
      Provisioning User and Group Security

Assigning Access to Data and Documents

      Application Settings for Security
      Data Access and Document Access
      Security Classes
      Assigning Access to Security Classes
      Running Security Reports
      Security Load Files
      Loading and Extracting Security

Creating Data Forms

      About Data Forms
      Accessing the Form Builder
      Defining the Point of View
      Defining Columns and Rows
      Setting Row and Column Options
      Exporting Data to Spreadsheets



LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA     Page 3
Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
HYPERION FINANCIAL MANAGEMENT TOPICS
Creating Task Lists in Financial Management

      About Task Lists
      Creating Task Lists
      Adding Items to Task Lists
      Organizing Task List Items
      Managing Task Lists

Entering Intercompany Data

      About Intercompany Transactions
      Intercompany Account Balances
      Elimination Process
      Plug Accounts
      Intercompany Eliminations and the Value Dimension
      Setting Up Entities and Accounts for Intercompany Data
      Creating and Running Intercompany Matching Reports

Adjusting Data with Journals

      About Journals and Journal Benefits and Adjusting Data
      Journals Review Process and the Value Dimension
      Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
      Creating Journal Templates and Journal Balance Types
      Creating Journals and Entering Journal Data
      Creating, Previewing, Running and Viewing Adjustments with the Entity Details
      Report
      Setting Journal Report Properties and Selecting Columns and Filters
      Saving Journal Reports Locally and Remotely

Running Consolidations

      Consolidation Process and Percentages
      Entering Consolidation Information Using Ownership Management
      Running Consolidations
      Checking Consolidation Status
      Data Translation
      Entering Exchange Rates
      Organization by Period
      Setting Up Organization by Period




LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA         Page 4
Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
HYPERION FINANCIAL MANAGEMENT TOPICS
Managing the Review Cycle Using Process Management

      About Process Control: Process Units and Process States
      Process Control Security Roles
      Enabling Process Control and Phased Submissions
      Accessing Process Units and Viewing Unit Status
      Process Control Panel Display Options
      Process Unit Validation and Validation Accounts
      Review Cycle and Review History
      Locking and Unlocking Data

Sharing Data Using Data Synchronization

      About Data Synchronization
      Creating Mapping Tables
      Creating Data Synchronizations
      Filtering and Mapping Dimensions
      Viewing Data Flows
      Scheduling and Running Data Synchronizations

Analyzing Data Using Smart View

      About Smart View
      Smart View Installation and Components
      Connecting to a Data Source
      About the Ad Hoc Analysis Tool: Adding Formulas and Formatting
      Creating Free-Form Worksheets
      Entering Data with Web Data Forms
      Functions in Smart View




LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA   Page 5
Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com

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HFM_Course_Content

  • 1. HYPERION FINANCIAL MANAGEMENT TOPICS Introduction to Financial Management About Enterprise Performance Management Financial Management Solution Financial Consolidation, Reporting, Analysis and Product Components Financial Management Architecture Navigating in Financial Management Financial Management Components About Workspace and Workspace Navigation Metadata and Dimensions Setting the Point of View Managing Dimensions with BPM Architect BPM Architect Dimension Library Adding Dimensions to Master View Creating Dimension Members Property Value Inheritance Creating Alternate Hierarchies Managing Members Creating Associations Between Dimensions Setting Up Languages Loading Metadata from a File About Metadata Load Files Formatting Metadata Load Files Setting Up Dimensions Managing Languages Loading Metadata Viewing Job Status Loading Metadata with Interface Tables Configuring Accounts and Custom Dimensions About Accounts and Custom Dimensions Setting Up Account Types and Hierarchies Setting Up Accounts and Custom Dimensions Auditing Account Data Intercompany Account and Other Account Properties LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA Page 1 Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
  • 2. HYPERION FINANCIAL MANAGEMENT TOPICS Setting Up Entities, Calendars, and Scenarios Setting up Entities Setting Up Calendars Setting Up Scenarios Creating Application Views and Deploying Applications Creating Application Views Configuring Application Settings Setting Document Attachment Limits Configuring Hyperion FDM Drill Downs Deploying Application Process Comparing and Validating Application Views Deploying Application Views Viewing Job Status Loading Data Data Load Files Line-Item Detail Section Changing Column Order Loading Data Files Extracting Data Exporting Data with Extended Analytics Copying and Removing Data Rule Basics About Rules and Rules Syntax Rule Types and Rules Files Objects and Functions in Rules Assigning Values to Accounts Account Expressions Setting Values for Multiple Accounts Subcubes, Data Retrieval, and Rules Loading and Extracting Rules LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA Page 2 Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
  • 3. HYPERION FINANCIAL MANAGEMENT TOPICS Entering Data Using Data Grids About Data Grids and Accessing Data Grids Changing the Grid Layout and Display Selecting Members for Dimensions Selecting Members Saving Grid Settings Entering Data and Filling Multiple Cells Spreading and Calculating Data Adding Cell Text and Line-Item Detail Creating Member Lists in Financial Management About Member Lists System and User-Defined Member Lists Creating Member Lists Identifying Member Lists in a File Creating Static Member Lists Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions Loading and Extracting Member Lists Provisioning Users and Groups About Levels of Security Provisioning User and Group Security Assigning Access to Data and Documents Application Settings for Security Data Access and Document Access Security Classes Assigning Access to Security Classes Running Security Reports Security Load Files Loading and Extracting Security Creating Data Forms About Data Forms Accessing the Form Builder Defining the Point of View Defining Columns and Rows Setting Row and Column Options Exporting Data to Spreadsheets LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA Page 3 Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
  • 4. HYPERION FINANCIAL MANAGEMENT TOPICS Creating Task Lists in Financial Management About Task Lists Creating Task Lists Adding Items to Task Lists Organizing Task List Items Managing Task Lists Entering Intercompany Data About Intercompany Transactions Intercompany Account Balances Elimination Process Plug Accounts Intercompany Eliminations and the Value Dimension Setting Up Entities and Accounts for Intercompany Data Creating and Running Intercompany Matching Reports Adjusting Data with Journals About Journals and Journal Benefits and Adjusting Data Journals Review Process and the Value Dimension Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry Creating Journal Templates and Journal Balance Types Creating Journals and Entering Journal Data Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report Setting Journal Report Properties and Selecting Columns and Filters Saving Journal Reports Locally and Remotely Running Consolidations Consolidation Process and Percentages Entering Consolidation Information Using Ownership Management Running Consolidations Checking Consolidation Status Data Translation Entering Exchange Rates Organization by Period Setting Up Organization by Period LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA Page 4 Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com
  • 5. HYPERION FINANCIAL MANAGEMENT TOPICS Managing the Review Cycle Using Process Management About Process Control: Process Units and Process States Process Control Security Roles Enabling Process Control and Phased Submissions Accessing Process Units and Viewing Unit Status Process Control Panel Display Options Process Unit Validation and Validation Accounts Review Cycle and Review History Locking and Unlocking Data Sharing Data Using Data Synchronization About Data Synchronization Creating Mapping Tables Creating Data Synchronizations Filtering and Mapping Dimensions Viewing Data Flows Scheduling and Running Data Synchronizations Analyzing Data Using Smart View About Smart View Smart View Installation and Components Connecting to a Data Source About the Ad Hoc Analysis Tool: Adding Formulas and Formatting Creating Free-Form Worksheets Entering Data with Web Data Forms Functions in Smart View LEARN HYPERION || http://learnhyperion.wordpress.com ||BISP|| ©AMIT SHARMA Page 5 Mail to aloo_a2@yahoo.com ; bisp.consulting@gmail.com