Hyperion Planning: Key User (2 days) · Hyperion Planning: Key User (2 days) keyteach.com | +44 (0)...
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Hyperion Planning: Key User (2 days) keyteach.com | +44 (0) 161 408 7722 | requests@keyteach.org Learning objecves Gain an understanding of the features and capabilies of Hyperion Planning and its relaonship with Essbase. Learn about the planning cycle, run reports and create ad hoc queries with Smart View. Course descripon Topics include: workspace navigaon, data forms, entering and adjusng data in Hyperion Planning and SmartView, the Budget Review Cycle, task lists and basic reporng. In SmartView you will explore connecon manager, member selecon and using data forms for entering, calculang and processing data. Aendees will also analyse data using the ad hoc features such as pivot, drill-down, keep only and remove only. Day summary Day 1: Overview, Navigaon, Dimensionality, Entering / Loading and Adjusng Data. Day 2: Budget Review Cycle, Overview of Calculaons, Reports, Process Control and Smart View. Audience: Users Pre-requisites: None Delivery Method: Classroom (Group-Live) Advanced Preparaon: None Recommended CPE Credits: 14 Credits -Specialized Knowledge and Applicaons Programme Level: Intermediate
Transcript of Hyperion Planning: Key User (2 days) · Hyperion Planning: Key User (2 days) keyteach.com | +44 (0)...
Hyperion Planning: Key User (2 days)
keyteach.com | +44 (0) 161 408 7722 | [email protected]
Learning objectivesGain an understanding of the features and capabilities of Hyperion Planning and its relationship with Essbase. Learn about the planning cycle, run reports and create ad hoc queries with Smart View.
Course descriptionTopics include: workspace navigation, data forms, entering and adjusting data in Hyperion Planning and SmartView, the Budget Review Cycle, task lists and basic reporting. In SmartView you will explore connection manager, member selection and using data forms for entering, calculating and processing data. Attendees will also analyse data using the ad hoc features such as pivot, drill-down, keep only and remove only.
Day summaryDay 1: Overview, Navigation, Dimensionality, Entering / Loading and Adjusting Data.
Day 2: Budget Review Cycle, Overview of Calculations, Reports, Process Control and Smart View.
Audience: UsersPre-requisites: NoneDelivery Method: Classroom (Group-Live)Advanced Preparation: NoneRecommended CPE Credits: 14 Credits -Specialized Knowledge and ApplicationsProgramme Level: Intermediate
Detailed agenda
Planning Overview• Introduction• Navigation
The End User Process• Logging into Hyperion Workspace • Planning Interface• Hyperion Workspace• Entering and Adjusting Data using Data Forms• Running Business Rules• Smart View Ad Hoc Analysis• Approvals• The Budget Review Cycle• Process Management• Task Lists• Creating an LCM Extract
Dimensionality• Period, Year, Scenario & Versions• Entities and Accounts• Currencies and Exchange Rates
keyteach.com | +44 (0) 161 408 7722 | [email protected]
