HYPERION FINANCIAL MANAGEMET Course Content

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
  • 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
 
14.Rule
  • 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