Hyperion Training Module

Hyperion

Hyperion Solutions Corporation was an Enterprise Performance Management software company, located in Santa Clara, California, USA, which was acquired by Oracle Corporation in 2007. Many of its products were targeted at the business intelligence (BI) and business performance management markets, and as of 2013 are still actively developed and sold by Oracle as Oracle Hyperion products.
Hyperion Solutions was formed from the merger of Hyperion Software (formerly IMRS) and Arbor Software in 1998.
Oracle Corporation announced on March 1, 2007 that it had agreed to purchase Hyperion Solutions Corporation for $3.3 billion in cash. The transaction was completed on April 18, 2007 and Hyperion now operates as a subsidiary of Oracle.

Duration

30 Hours

Hyperion
    Overview of Hyperion Planning
  • Describe the main features of Hyperion Planning
  • Describe the product architecture of Hyperion Planning
  • Access Planning through Workspace
  • Creating a Planning Application
  • Set up data source
  • Describe and use the Calendar
  • Described and use Plan Types
  • Modeling in Planning
  • Describe dimensions
  • Describe members and member properties
  • Create scenario dimensions
  • Create version dimensions
  • Set up entity dimensions
  • Set up account dimensions
  • Describe dense and sparse dimensions
  • Set up currencies and exchange rates
  • Set up user defined dimensions and attribute dimensions.
  • Data Loading
  • Describe different dimension build alternatives
  • Describe different data load alternatives
  • Share Planning data within an application and outside an application
  • EPMA
  • Describe EPM Architect
  • Create dimension members in EPMA
  • Forms Designer
  • Create and edit data forms and folders
  • Manage user variables
  • Create Custom Menus
  • Create Smart Lists
  • Planning End User Functions
  • Perform Planning End User features over the web
  • Use End User features in Smart View
  • Use work flow process management to copy data between application versions
  • Calculations, Business Rules, & Calculation Manager
  • Describe Business Rules and capabilities
  • Create and manage business rules
  • Describe and use member formulas and calc scripts
  • Use Calculation Manager
  • Planning Security and Administration
  • Describe security in Planning
  • Describe user provisioning in Shared Services
  • Provision users and groups for Planning
  • Generate provisioning reports
  • Assign access rights in Dimension Editor
  • Import access rights
  • Create security filters
  • Perform general application administration tasks
  • Other
  • Describe financial reporting basics
  • Described and use Workforce Planning
  • Describe and use Capital Expense Planning
  • Overview of Oracle Essbase
  • Describe multidimensional analysis
  • Describe Oracle Essbase
  • Smart View
  • Describe Smart View
  • Retrieve Data using Smart View
  • Essbase Application Creation Fundamentals
  • Perform manual outline creation
  • Build dimensions from sources
  • Perform initial data loads
  • Use calculations and aggregations
  • Assign security
  • Aggregate Storage Databases
  • Describe when to deploy aggregate storage, block storage, or a combined solution
  • Convert block storage to aggregate storage
  • Create, load, and pre-aggregate aggregate storage databases
  • Employ database partitioning in combined block/aggregate storage solutions
  • Write member formulas using MDX
  • Perform management tasks for aggregate storage databases
  • Partition block and aggregate storage databases
  • Describe and implement aggregate storage design best practices
  • Describe multiple hierarchies and the use of Shared Members
  • Block Storage Databases
  • Describe block storage calculations
  • Describe the default database calculation order
  • Describe data blocks
  • Describe how data blocks are indexed
  • Interpret database statistics
  • Describe when data blocks are created
  • Describe the block storage database calculation process
  • Tune and optimaize block storage databases
  • Describe and implement block storage design best practices
  • Describe BSO load techniques Working with Caluculation Scripts
  • Identify correct and incorrect calculation script syntax
  • Describe calculation script behavior for various ASO data structures
  • Describe calculation script behavior for various BSO data structures
  • Design calculation scripts to meet specified requirements
  • Essbase Administration
  • Describe the file Essbase.cfg and its settings.
  • Describe the file Essbase.sec and its settings.
  • Identify and interpret Essbase log files
  • Manage Essbase security via Administration Services
  • Manage Essbase security via Shared Services
  • Back up and recover Block Storage Databases
  • Automate database processes with MaxL
  • Describe and use substitution variables and location aliases
  • Essbase Studio
  • Describe functionality of Essbase studio
  • Add and delete joins between tables
  • Create drill through reports
  • Overview of Hyperion Financial Management
  • Explain financial reporting concepts
  • Describe HFM structure and design concepts a high level
  • Creating Applications -- Profile and Metadata -- Classic
  • Create an application profile and application
  • Create the application profile
  • Manage, Load and Extract metadata
  • Build a Chart of Accounts
  • Describe and specify values for commonly used properties
  • Describe and specify values for commonly used application settings
  • Describe and implement dimensionality
  • EPM Architect
  • Explain advantages and disadvantages of using EPMA versus "classic" HFM
  • Describe EPMA components
  • Define and maintain dimensions using EPMA
  • Create and maintain application using EPMA
  • Deploy applications
  • Use data synchronization to move data between EPMA-based applications   Data Loading and Analysis
  • Load data into an application with native format files
  • Load data into an application using alterna tive approaches
  • Copy and clear data from HFM application
  • HFM Rules & Calculation Manager
  • Create and maintain calculations in HFM
  • Define and invoke subroutines
  • Define and use variables
  • Define and invoke functions
  • Creating and Building Lists
  • Create member lists.
  • Use member lists.
  • Load and Extract member lists.
  • Shared Services
  • Explain Security and Lifecycle Management
  • Describe security structure (i.e. users/groups, roles, and classes) in HFM
  • Provision users and groups
  • Create and assign classes
  • Manage users, groups and classes in a classic HFM application via extract/load
  • Use Lifecycle Management Services to move artifacts from one application to another    
  • HFM Administration
  • Copy classic HFM applications
  • Perform application management tasks using the HFM Administration menu
  • Implement process control
  • Perform HFM tuning and optimization
  • HFM End User Basics
  • Use task lists
  • Use data grids
  • Use data entry forms
  • Use Journals.
  • HFM End User Advance Functions
  • Implement intercompany reporting in HFM
  • Financial Reporting Studio
  • Explain and use the basic features of Financial Reporting Studio
  • Explain and use relationship functions in report creation
  • Use end user report functionality and features
  • Supporting Tools of FM
  • Financial Data Quality Management
  • Other - Extended Analytics
  • Planning Overview
  • Describe the main features of Hyperion System 9 Planning
  • Describe the product architecture of Hyperion System 9 Planning
  • Describe the relationship between Hyperion System 9 Planning and Hyperion System 9 BI+ Analytic Services
  • Navigating Workspace
  • Describe the user interface components
  • Access Planning through Workspace
  • Navigate the Planning Web client
  • Creating Dimensions Overview
  • Identify required dimensions
  • Identify user-defined dimensions
  • Describe dense and sparse dimensions
  • Describe data block creation
  • Set up aggregation, data storage, and calculation options
  • Managing Dimensions with BPM Architect
  • Describe BPM Architect
  • Navigate BPM Architect
  • Manage Dimensions
  • Create Dimension Members
  • Edit Member Properties
  • [Data Types (Dates, Text)]
  • Create Property Associations
  • Add and modify currencies
  • Setting Up the Period, Scenario, and Version Dimensions
  • Describe Planning time periods
  • Customize time periods
  • Create scenarios
  • Create versions
  • Setting Up the Entity Dimension
  • Add entity members to the Entity dimension
  • Modify entity members in the Entity dimension
  • Delete entity members in the Entity dimension
  • Setting Up the Account Dimension
  • Describe account types and consolidation order
  • Create account hierarchies
  • Creating User-Defined Elements
  • Create Alias Tables
  • Create user-defined dimensions
  • Create attributes and assign attribute values
  • Describe member formulas
  • Add member formulas in Analytic Administration Services
  • Create Smart Lists
  • Loading Metadata from a File
  • Format metadata load files
  • Map dimensions and dimension properties
  • Create Profiles
  • Load and extract Metadata
  • Creating Application Views
  • Create Application Views
  • Add dimensions to Application Views
  • Configure application properties
  • Remove members
  • Deploying Applications
  • Validate application views
  • Compare application views
  • Deploy applications
  • Activate and register Planning using the Configuration Utility
  • Review Planning application in Analytic Administration Services
  • Test Application Deployments
  • Redeploy Applications
  • Setting Up Exchange Rates
  • Create exchange rate tables
  • Enter exchange rate values
  • Generate currency conversion calculation scripts
  • Loading and Calculating Data Overview
  • Describe the requirements for data load files
  • Describe data load rules
  • Describe how data is calculated within dimensions
  • Loading Data
  • Load data using the staging area
  • Create load rules for data files for Analytic Services
  • Load data using Analytic Administration Services
  • Modify performance settings
  • Provisioning Users and Groups
  • Describe security in Planning
  • Describe user provisioning in Shared Services
  • Provision users and groups for Planning
  • Generate provisioning reports
  • Setting Up Access Rights to Planning Applications
  • Assign access rights in Dimension Editor
  • Import access rights
  • Create security filters
  • Creating Data Forms and Folders
  • Create data forms and folders
  • Print data form definition reports
  • Assign access rights to data forms
  • Associate Custom Menus to Data Forms
  • Export and import data forms
  • Customizing Data Forms
  • Create Custom Menus
  • Specify application default settings
  • Manage user variables
  • Set up user preferences
  • Entering Data
  • Enter and submit data in data forms
  • Adjust and annotate plan data
  • Calculate data in data forms
  • Enter data by using Smart Lists
  • Navigate data forms by using Custom Menus
  • Entering Data in Smart View
  • Describe Smart View
  • Enter, adjust, calculate, and analyze data with Smart View
  • Modify planning data offline
  • Creating Business Rules
  • Describe Business Rules and capabilities
  • Navigate Administration Console to design business rules
  • Create business rules
  • Launch business rules from Planning
  • Print business rules
  • Building Run-Time Prompts for Business Rules
  • Describe Runtime Prompts
  • Create Runtime Prompts
  • Adding Formulas to Business Rules
  • Identify the four formulas included with Business Rules
  • Build formulas for business rules
  • Manage Business Rules
  • Planning Process Management
  • Explain the planning process
  • Describe planning units
  • Manage the review cycle for planning units
  • Copy data between versions
  • Copy data
  • Delete textual information
  • Creating Task Lists
  • Define task list capabilities
  • Navigate task lists in Basic and Advanced modes
  • Create task lists
  • Assign Access to task lists
  • Validate task lists
  • Financial Reporting Overview
  • Describe Financial Reporting
  • Describe Data Sources
  • Navigate Financial Reporting Studio
  • Log on to Financial Reporting Studio
  • Identify portions of the Financial Reporting Studio workspace
  • Open, Preview, and print reports
  • Identify report components
  • Change the user POV
  • Navigating Reports in Workspace
  • Identify interface elements in Workspace
  • Set preferences
  • Set the user POV
  • Limit user POV user selections
  • Integrate reports into Microsoft Office applications
  • Financial Reporting Overview
  • Describe the components and general architecture of System 9
  • Describe Financial Reporting functionality and architecture
  • Identify data source dimensions and members
  • Start the Analytic Services server
  • Navigating Reports in Workspace
  • Identify interface elements in Workspace
  • Set preferences
  • Preview and print reports
  • Set the user Point of View (POV)
  • Limit the user POV member selections
  • Integrate reports into Microsoft Office applications
  • Navigating Reports in Financial Reporting Studio
  • Log on to Financial Reporting Studio
  • Identify portions of the Financial Reporting Studio workspace
  • Open, preview, and print reports
  • Identify report components
  • Change the user POV
  • Creating Basic Reports
  • Create reports and grids
  • Select members for rows and columns
  • Set the POV
  • Modify reports by adding rows and columns
  • Save reports
  • Applying Advanced Member Selections
  • Select members by using lists
  • Select members by using functions
  • Select multiple members by using expressions
  • Select members for the page axis
  • Set data query optimization options
  • Customizing Grids
  • Select multiple database connections in a grid
  • Attach documents to reports
  • Display Planning supporting detail
  • Create reports with expansions
  • Create reports with related content
  • Formatting Cells and Grids
  • Format cells within a grid
  • Format grids
  • Sort a range of rows or columns
  • Suppress data in a grid
  • Apply conditional formatting in a grid
  • Specify the page setup
  • Creating Report Objects
  • Create text boxes in a report
  • Add images to a re port
  • Save and link objects
  • Insert saved objects into a report
  • Add headers and footers to a report
  • Create row and column templates
  • Creating Charts
  • Create bar, line, pie, and combo charts
  • Format charts
  • Adding Text Functions
  • Describe the purpose of text functions
  • Add text functions to reports
  • Describe common text functions
  • Adding Auto Calculations and Mathematical Functions
  • Describe the purpose of auto calculations and mathematical functions
  • Add auto calculations to data rows and columns
  • Apply mathematical functions and properties to perform calculations
  • Describe common mathematical functions
  • Creating Books
  • Preview books in PDF and HTML modes
  • Change the book POV
  • Create books containing multiple reports
  • Set member selections for reports in a book
  • Creating Batches
  • Create and schedule batches to automatically generate reports
  • Schedule batch bursting options
  • Retrieve exported batch output from the Scheduler Server
  • Managing Items in the Repository
  • Create e-mail links
  • Create folders
  • Rename, move, and delete items in the repository
  • Import and export items
  • Manage database connections
  • Set permissions for repository items

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