Oracle Hyperion Planning 11.1.2 Create and Manage Applications (11.1.2.4)

Oracle Hyperion Planning 11.1.2 Create & Manage Applications (11.1.2.4)

In this course, you learn how to manage metadata, create an application, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, and create business rules. In addition, you learn how to design and manage the approval process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises and a case study provide you with hands-on practice.

Duration: 5 Days

Prerequisites

• Basic knowledge of Microsoft Windows
• Basic knowledge of financial planning and budgeting concepts
• Working knowledge of Essbase (suggested)
• Students new to Oracle Hyperion Planning view the Planning Overview Tutorial before attending class (suggested)

Audience

• Developers
• Administrators
• End Users

Learning Objectives

• Create EPMA Planning applications
• Create Planning data forms and enter data
• Load metadata and data
• Manage Planning metadata
• Set up security for Planning users, groups, dimensions and member access
• Create data forms and enter data
• Create dimensional structures
• Set up and test business rules
• Build planning unit hierarchies to support the budget approval process
• Review and approve budget data during the approval process
• Configure classic Planning applications

Topics

• Introduction to Planning
• Navigating Workspace
• Dimensions Overview
• Creating and Managing Dimensions in Performance Management Architect
• Importing Metadata
• Creating Applications
• Setting Up Alias, Period, Year, Scenario, Version, and Currency Dimensions
• Setting Up Entity and Account Dimensions
• Creating User-Defined Elements
• Deploying Applications
• Setting Up Exchange Rates
• Loading and Calculating Data
• Provisioning Users and Groups for Planning
• Setting Up Access Permissions to Planning Applications
• Creating Data Forms
• Customizing Data Forms
• Entering Data in Planning
• Creating and Managing Business Rules
• Setting Up the Approval Process
• Managing the Approval Process
• Creating Task Lists
• Setting Up Classic Applications