FOR FREE DEMO contact us at:

EMail:    info@apex-online-it-training.com

Hyperion course offered -


2.      Hyperion Financial Data Quality management

3.      Hyperion Financial Reporting

4.      Hyperion Planning  




Hyperion Course content for All 4 courses

1.     HYPERION ESSBASE course content  

· Essbase Overview

- Multidimensional Analysis

- Oracle’s Enterprise Performance Management System

- Essbase

- Production Environment Components

· Designing Applications and Databases

- Creating Applications and Databases

- Creating Outlines

· Designing Data Descriptor Dimensions

- Data Descriptor Dimensions Overview

- Designing Time Dimensions

- Designing Scenario Dimensions

- Outline Calculations

- Designing Accounts Dimensions

- Testing Outline Calculations

· Optimizing Data Descriptor Dimensions

- Creating Member Aliases

- Dimension Types

- Creating Period-to-Date Totals

- Dynamic Calc Members

- Enhancing Accounts Dimensions

- Optimizing Data Storage

· Developing Dimension Designs

- Business View Dimensions Overview

- Attributes in Database Design

- Combining Business Views

- Developing Label Outlines

· Creating Basic Dimension Build Rules Files

- Rules Files Overview

- Creating Dimension Build Rules Files

- Configuring Dimension Maintenance Settings

· Creating Advanced Dimension Build Rules Files

- Advanced Dimension Build Rules Files Overview

- Creating Shared Members

- Manipulating Fields

- Creating User-Defined Attributes

- Creating Attribute Dimensions with Rules Files

· Loading Data

- Data Load Overview

- Creating Data Load Rules Files

- Selecting and Rejecting Records

- Capturing New Members

· Getting Started with Smart View

- Navigating Smart View

- Connecting to Data Sources

- Creating Ad Hoc Grids

- Setting the Point of View

- Associating Data Sources with Worksheets

- Creating Free-Form Grids

· Creating Reports with Smart View

- Updating Essbase Data

- Integrating Essbase Data with Microsoft Office

- Creating Shared Database Perspectives


2.     Hyperion Financial Reporting  course content  

1.Financial Reporting Overview

•Oracle's Enterprise Performance Management System

•Oracle's BI Suite Enterprise Edition Plus

•Financial Reporting Features and Architecture

•Financial Management Data Sources

2.Navigating Reports in Workspace

•Workspace Overview

•Setting Preferences

•Browsing the Repository

•Searching for Items

•Previewing and Printing Reports

3.Interacting with Reports in Workspace

•Annotations Overview

•Creating, Viewing, and Replying to Annotations

•Integrating Reports into Microsoft Office Applications

4.Navigating Reports in Reporting Studio

•Reporting Studio Overview

•Opening Reports

•Previewing and Printing Reports

5.Creating Basic Reports

•Report Creation Overview

•Creating Reports and Grids

•Selecting Members for Rows and Columns

•Setting the Point of View

•Adding Rows or Columns

•Saving Reports

6.Applying Advanced Member Selections

•Lists Overview

•Selecting Members by Using Lists

•Selecting Members by Using Functions

•Selecting Members for the Page Axis

7.Customizing Grids

•Selecting Database Connections in Reports

•Attaching Documents to Reports

•Displaying Line-Item Details

•Setting Up Expansions to Display Detail Data

•Adding Related Content Links to Reports

8.Formatting Cells and Grids

•Formatting Cells

•Formatting Grids

•Suppressing Data

•Applying Conditional Formatting in Grids

•Setting Up Pages

9.Creating Report Objects

•Adding Text Boxes and Images

•Saving Report Objects

•Inserting Saved Report Objects

•Designing Headers and Footers

•Designing Row and Column Templates

10.Adding Text Functions

•Text Functions Overview

•Inserting Text Functions

•Common Text Functions

11.Adding Auto Calculations and Mathematical Functions

 •Auto Calculations Overview

•Mathematical Functions

•Mathematical Operators in Expressions

•Formulas Overview

•Common Mathematical Functions

Creating Books

•Books Overview

•Previewing and Printing Books

•Changing the Book Point of View

•Importing Files into the Repository

•Creating Books

•Changing the Appearance of Books

Creating Batches

•Working with Batches

•Scheduling Batches

•Scheduling Batch-Bursting Options

•Monitoring Batch Schedules

Managing Items in the Repository

•Managing User Points of View

•Creating E-Mail Links

•Managing Repository Items

•Managing Database Connections

•Setting Permissions for Repository Items


3.     Hyperion Financial Management

1.Introduction to Financial Management

   * About Enterprise Performance Management

2.HFM Basics

   * Dimensions

   * Define Application Profile

   * Create application

3.Loading Metadata from a File

   * About Metadata Load Files

   * Loading Metadata

   * Manage Metadata

   * Prepare own Metadata

4.Configuring Accounts and Custom Dimensions

   * About Accounts and Custom Dimensions

   * Setting Up Account Types and Hierarchies

   * Setting Up Accounts and Custom Dimensions

   * Intercompany Account and Other Account Properties

5.Setting Up Entities, Calendars, and Scenarios

   * Setting up Entities

   * Setting Up Calendars

   * Setting Up Scenarios

6.Loading Data

   * Loading Data Files

   * Extracting Data

   * Copying and Removing Data

7.Creating Tasklist and 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

8.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

9.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

10.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

11.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

12.Running Consolidations and process management

   * Consolidation Process and Percentages

   * Entering Consolidation Information Using Ownership Management

   * Running Consolidations

   * Checking Consolidation Status

   * Data Translation

   * Entering Exchange Rates

13.Analyzing Data Using Smart View

   * About Smart View

   * Smart View Installation and Components

   * Connecting to a Data Source

   * Entering Data with Web Data Forms

   * Functions in Smart View


   * 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



4.     Hyperion Financial Data Quality management  course content  

1. Product Orientation

•   Oracle's Enterprise Performance Management System

•   Benefits and Features of FDM

•   ERP Integrator

•   Processing Data Overview

2.Navigating FDM

•   Accessing FDM

•   Working with the POV

•   Locking Out Users for Maintenance

•   Running Reports

•   Viewing Graphical Timelines

3.Creating FDM Applications

•   About FDM Applications

•   Creating Applications

•   Managing Applications

4.Integrating Applications

•   Integration Overview

•   Importing, Registering, and Configuring Adapters

•   Adding Machine Profiles

•   Configuring Application Settings

•   Configuring Integration Settings

•   Testing Integrations

•   Setting Up Standard Reports and Templates


5.Setting Up Control Tables and Locations

•   Viewing Control Tables

•   Managing Control Tables

•   Viewing Locations

•   Managing Locations

•   Setting Location Attributes

•   Searching Control Trees

6.Setting Up Mapping Tables

•   Mapping Dimension Members

•   Building Maps

•   Map Types

•   Processing Order

•   Building Maps Externally

•   Copying Maps

•   Sharing Dimension Maps

•   Setting Up Conditional Mapping

Building Import Formats

•   About Import Formats

•   Creating Import Groups

•   Creating Import Formats

•   Assigning Import Formats

•   Adding Import Expressions




7.Loading Data

•   About Loading Data

•   Importing Source Data

•   Working with Records

•   Validating Dimension Mappings

•   Loading Data to Target Systems

•   Drilling into Data

•   Drilling Through from Target Applications

8.Building Validation Rules

•   About Validation Rules and Reports

•   Creating Validation Rule Groups

•   Creating Validation Rules

•   Creating Validation Rules with Validation Editor

•   Assigning Validation Rules to Locations

•   Checking Validation Rules

9.Setting Up Validation Entities

•   About Validation Entities

•   Creating Validation Entity Groups

•   Creating Validation Entities

•   Assigning Validation Entity Groups to Locations

•   Verifying Consolidations

10.Processing Batch Files

•   About Batch Processing

•   Setting Up Batch-Load Files

•   Processing Batches

•   Creating Batch Scripts

•   Scheduling Batch Scripts in Task Manager

11.Creating Logic Accounts

•   About Logic Accounts

•   Creating Logic Groups

•   Creating Simple Logic Accounts

•   Creating Complex Logic Accounts

•   Assigning Logic Groups to Locations

12.Loading FDM Journals

•   About FDM Journals

•   Creating Journal Templates

•   Adding Metadata Tags

•   Loading Journal Templates

13.Loading Data with Multiload Files

•   About Multiload Files

•   Creating Multiload Excel Templates

•   Creating Multiload Text Files

•   Loading Multiload Files

•   Viewing Errors

14.Setting Up Security

•   About FDM Security

•  Security Levels

•   Setting Up Object Security

•   Setting Up User Security

•   Locking and Unlocking the Local POV Mode

•   Setting Up Report Group Security

15.Working with Financial Controls

•   About Financial Controls

•   Creating Controls Groups, Sections, and Questions

•   Deleting and Restoring Controls Groups, Sections, and Questions

•   Assigning Reviewer, Submitter, and Proxy Rights

•   Accessing Financial Controls

•   Selecting Application Settings for Financial Controls

16.Working with Import Scripts

•   About Scripting in FDM

•   Working with Scripting Components

•   Creating Import Scripts

•   Assigning Import Scripts to Import Formats

•   Applying Scripting Functions to Import Scripts

•   Working with Temporary Variables

•   Manually Executing Custom Custom Web Scripts

17.Working with Import Integration Scripts

•   About Import Integration Scripts

•   Creating Import Integration Scripts

•   Assigning Import Integration Scripts to Import Formats




18.Working with Event Scripts

•   About Event Scripts

•   Creating Event Scripts

•   Changing Import Formats Dynamically