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课程大纲 |
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- Oracle Hyperion Financial Mgmt 11.1.1: Create & Ma
Oracle Hyperion Financial Mgmt 11.1.1: Create & Manage Applications 培训
培训大纲:
1. Introduction to Financial Management
Enterprise Performance Management
Financial Management Solution
Financial Consolidation, Reporting, Analysis, and Product Components
Financial Management Architecture
2. Navigating in Financial Management
Financial Management Components
Workspace and Workspace Navigation
Metadata and Dimensions
Setting the Point of View
3. Managing Dimensions with Performance Management Architect
Dimension Library
Creating Dimensions
Creating Dimension Members
Property Value Inheritance
Creating Alternate Hierarchies
Managing Members
Working with Grid Editor
Setting Up Languages
4. Loading Metadata from a File
Metadata Load Files
Formatting Metadata Load Files
Setting Up Dimensions
Managing Languages
Loading Metadata
Viewing Job Status
Loading Metadata with Interface Tables
5. Creating and Deploying Applications
Creating Applications
Working with Local and Shared Dimensions
Configuring Application Settings
Deploying Application Process
Validating Applications
Deploying Applications
Viewing Job Status
Lifecycle Management Overview
6. Configuring Accounts and Custom Dimensions
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
7. Setting Up Entities, Calendars, and Scenarios
Setting Up Entities
Setting Up Calendars
Setting Up Scenarios
8. 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
9. Entering Data Using Data Grids
Data Grids and Accessing Data Grids
Changing the Grid Layout and Display
Selecting Members
Saving Grid Settings
Entering Data and Filling Multiple Cells
Spreading and Calculating Data
Adding Cell Text and Line-Item Detail
10. Creating Member Lists in Financial Management
Member Lists
System and User-Defined Member Lists
Creating Member Lists
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
11. Managing Rules With Calculation Manager
Calculation Manager Overview
Creating Formulas
Creating Rules
Creating Rule Sets
Deploying Rules
Importing and Exporting Calculation Manager Objects
12. Provisioning Users and Groups
Levels of Security
Provisioning User and Group Security
13. 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
14. Creating Data Forms
Data Forms
Accessing the Form Builder
Point of View
Columns and Rows
Setting Row and Column Options
Exporting Data to Spreadsheets
15. Creating Task Lists in Financial Management
Task Lists
Creating Task Lists
Adding Items to Task Lists
Organizing Task List Items
Managing Task Lists
16. Entering Intercompany Data
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
17. Adjusting Data with Journals
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
18. Running Consolidations
Consolidation Process
Entering Consolidation Information Using Ownership Management
Running Consolidations
Checking Consolidation Status
Data Translation
Entering Exchange Rates
Organization by Period
Setting Up Organization by Period
19. Managing the Review Cycle Using Process Management
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
20. Sharing Data Using Data Synchronization
Data Synchronization
Creating Mapping Tables
Creating Data Synchronizations
Filtering and Mapping Dimensions
Viewing Data Flows
Scheduling and Running Data Synchronizations
21. Analyzing Data Using Smart View
Smart View
Smart View Installation and Components
Connecting to a Data Source
Ad Hoc Analysis Tool: Adding Formulas and Formatting
Creating Free-Form Worksheets
Entering Data With Web Data Forms
Functions in Smart View
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