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Oracle Hyperion Financial Management 11.1.2 for Interactive Users

Duration: 0 Days
What you will learn
This course teaches you how to enter, view, consolidate, and manage your financial information in Financial
Management. You work with a completed application to learn how to enter and view data, and create and enter journal
entries and inter-company transactions. You create and view reports in Financial Reporting, execute business
calculations, perform consolidations, and analyze data in Smart View. Exercises provide hands-on practice.
Learn To:
Navigate Financial Management
Enter and calculate data
Create journal entries
Enter intercompany data
Consolidate data
Analyze and enter data in Smart View
Audience
Business Analysts
End Users

Related Training
Required Prerequisites
Basic Microsoft Windows skills
Basic Excel or Lotus 1-2-3 skills
Basic accounting concepts

Course Objectives
Analyze and enter data in Smart View
Create reports in Financial Reporting
Navigate Financial Management
Translate data
Enter and calculate data
Create journal entries
Enter intercompany data

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Consolidate data

Course Topics
Introduction to Financial Management
Oracles Enterprise Performance Management System
Benefits of Financial Management
Financial Consolidation, Reporting, and Analysis
Financial Management Architecture Product Components
Management of the Extended Close Process
Related Oracle Hyperion Products
Navigating Financial Management
Business Tasks in a Reporting Financial Cycle
Metadata
Dimensions
Financial Management Components
Workspace Overview
Logging On to Workspace
Opening Applications
Selecting Members
Entering Data in Data Grids
Data Grids Overview
Accessing Data Grids
Changing the Grid Layout and Display
Selecting Members for Dimensions
Managing Data Grid Settings
Adding Cell Text and Custom Documents
Adding Line-Item Detail
Retrieving Data from FDM
Loading and Extracting Data
Data Load and Extract Methods
Data Load Text Files
Loading Data from Files
Extracting Data
Exporting Data with Extended Analytics
Copying Data
Removing Data
Transferring Data
Entering Data in Data Forms
About Data Forms
Entering Data
Calculating Data
Adding Cell Text and Documents
Adding and Viewing Line-Item Details
Accessing Linked Forms
Adding Members to Data Forms

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Exporting to and Importing from Spreadsheets

Adjusting Data with Journals
Journals Overview
Viewing Automated Consolidated Journals
Creating Parent and Contribution Adjustments
Opening and Closing Periods for Journal Entries
Journal Creation Process
Creating Journal Templates
Setting the Point of View
Creating Journals
Processing and Reporting Journals
Journal Review Process Overview
Managing Journals
Viewing Journal Adjustments
Creating, Previewing, Saving, and Printing Journal Reports
Formatting Journal Reports with Oracle BI Publisher
Eliminating Intercompany Balances
Intercompany Transactions Overview
Creating Intercompany Reports
Formatting Intercompany Reports with Oracle BI Publisher
Sending Email Alerts from an Intercompany Report
Running Consolidations
Financial Management Business Process
Consolidation Overview
Checking Calculation Status
Translating Financial Data
Managing the Review Cycle with Process Management
Process Management Overview
Viewing Process Unit Status
About Validating Process Units
Calculating and Consolidating Data
Moving Process Units Through the Review Cycle
Managing Process Unit States in Data Grids
Analyzing Data with Smart View
Smart View Overview
Accessing the Smart View Ribbon
Connecting to Data Sources
Specifying Smart View Options
Viewing and Analyzing Data Using Ad Hoc Analysis
Creating Smart Slices
Viewing Calculation and Process Management Status in Smart View
Entering Data Using Data Forms in Smart View
Selecting Data Forms in Smart View
Navigating Data Forms
Selecting Members of Data Forms in Smart View

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Adjusting Data values

Creating Formulas and Cell References
Submitting Data
Analyzing Data with Smart View Functions
Functions in Smart View
Creating Functions
Setting the Point of View
Importing Reports and Functions
Converting Workbooks
Navigating Financial Reports in Workspace
Navigating Financial Reporting
Setting Preferences
Browsing the Repository
Searching for Items
Setting Advanced Options
Previewing Reports
Changing the User Point of View
Printing Reports and Snapshots
Navigating Financial Reporting Studio
Logging On to Reporting Studio
Opening Reports
Previewing and Printing Reports
Creating Basic Reports
Report Creation Overview
Creating Reports
Selecting Members for Rows and Columns
Setting the Point of View
Adding Rows or Columns
Saving Reports
Formatting Cells and Grids
Formatting Cells
Formatting Grids
Suppressing Data
Applying Conditional Formatting in Grids
Setting Up Pages
Creating Report Objects
Report Objects Overview
Creating Text Boxes
Adding Images
Saving and Linking Report Objects
Inserting Saved Report Objects
Linked Object Properties
Designing Headers and Footers
Adding Text Functions
Text Functions Overview

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Inserting Text Functions in Text Boxes

Inserting Text Functions in Headings and Text Cells
Creating Dynamic Values with the Current Keyword
Displaying the Row and Column IDs
Displaying Text Function Errors
Common Text Functions
Creating Books with Multiple Reports
Books Overview
Previewing and Printing Books
Changing the Book POV
Importing Files into the Repository
Creating Books
Include Related Content in Books
Changing the Appearance of Books

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