Hyperion Planning 9.3: Create and Manage Applications

What you will learn

This course is designed to teach you how to create and administer applications using the Planning software. You learn how to create applications, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, set up calculations, and move a plan through the planning cycle. You also access data offline and analyze plan data. Exercises and a case study provide hands-on practice.

This course will assist in preparation for the Hyperion Certification exam Hyperion Planning 9.3 Administrator I to earn your Hyperion Planning 9.3 Administrator Certified Associate.
Prerequisites
 Basic Microsoft Windows skills
Basic Microsoft Excel or Lotus 1-2-3 skills
Basic knowledge of planning and budgeting
Working knowledge of Analytic Services recommended

Course Objectives
 Analyze planning results in Financial Reporting
Create Planning applications
Load data into Planning applications
Set up security for users, groups, and members
Create data forms and enter data
Set up and test business rules
Review budget data by using process management

Course Topics
Planning Overview
 Hyperion Business Performance Management
Planning Architecture
Planning and Analytic Services

Navigating Workspace
 Launching Workspace
Workspace User Interface
Workspace Navigate Menu
Opening Applications
Navigating in Planning

Creating Dimensions and Managing Dimensions with BPM Architect
 Planning Dimensions
Required and User-Defined Dimensions
Dense and Sparse Dimensions
Selecting Aggregation, Data Storage, and Calculation Options
Adding Dimensions to Master View
Creating and Managing Members
Creating Aliases and Adding Currencies
Creating Associations Between Dimensions

Setting Up Period, Scenario, and Version Dimensions
 Time Periods Overview
Period and Year Dimensions
Choosing How Data is Stored
Scenario Dimension
Creating Scenarios
Version Dimension
Creating Versions

Setting Up the Entity Dimension
 Entity Members and Plan Types
Identifying the Currency Value for Entities
Adding and Modifying Entities
Saving Dimensions
Deleting Entities

Setting Up the Account Dimension and Creating User-Defined Elements
 Account Types
Creating Account Hierarchies
User-Defined Dimensions
Creating Attributes
Assigning Attribute Values
Member Formulas Overview
Smart Lists Overview
Creating Smart Lists

Loading Metadata from a File
 Metadata Load Files
Loading Metadata Process
Loading Metadata from Interface Tables

Working with Application Views
 Creating Application Views
Configuring Application Settings
Removing Dimensions
Setting Up Dimension Associations

Deploying Applications
 Deploying Applications Overview
Deployment Process
Validating, Comparing and Deploying Application Views
Choosing Performance Settings
Dimension Order
Creating Analytic Services Databases
Reviewing Planning Outlines
Redeploying Applications

Setting Up Exchange Rates
 Currencies and Exchange Rates
Exchange Rates Tables Overview
Creating Exchange Rate Tables
Exchange Rates and the HSP_Rates Dimension
Generating Currency Conversion Calculation Scripts

Loading Data and Calculating Data Overview
 Loading Data
Data Calculation Overview
Loading Data Using Analytic Administration Services
Creating Data Load Rules
Interface Tables

Provisioning Users and Groups
 Planning Security Overview
User and Group Provisioning Overview
Provisioning Users and Groups
Provisioning Offline Planning Users
Generating Provisioning Reports

Setting Up Access Rights to Planning Applications
 Assigning Access Rights
Importing Security Overview
Creating the Secfile.txt File
Importing Access Rights
Creating Security Filters

Creating Data Forms and Folders
 Data Forms and Folders Overview
Data Form Elements
Creating Folder Structures for Data Forms
Data Form Requirements
Composite Data Forms
Printing Data Form Definition Reports
Assigning Access Rights to Data Forms

Customizing Data Forms and Entering Data
 Exporting and Importing Data Forms
Advanced Settings
Managing User Variables
Setting Up User Preferences
Submitting Data in Data Forms
Adjusting and Annotating Plan Data
Entering Data with Smart Lists
Navigating Data Forms with Menus

Entering Data Using Smart View
 Smart View Overview
Planning and Smart View
Offline Planning Overview
Taking Data Forms Offline

Creating Business Rules
 Business Rules Overview
Navigating Business Rules
Business Rules Creation Process
Launching Business Rules
Printing Business Rules
Adding Runtime Prompts for Business Rules

Adding Formulas to Business Rules
 Business Rules Formula Overview
Building Formulas for Business Rules
Specifying Data Conditions
Managing Business Rules

Hyperion System 9 Planning Process Management
 Process Management Overview
Planning Units
Managing the Review Cycle for Planning Units
Copying Data Between Versions
Copying Data

Creating Task Lists
 Task Lists Overview
Navigating Task Lists
Task List Creation Process
Working with Task List Folders
Building Task Lists
Assigning Access to Task Lists
Validating Task Lists
Reporting on Task Lists

Financial Reporting Overview
 Financial Reporting Features
Data Sources for Financial Reporting
Financial Reporting Studio
Working with Financial Reporting Studio

Navigating Reports in Workspace
 Workspace Overview
Setting Preferences
Browsing the Repository
Searching for Items
Previewing Reports
Changing Page Members
Printing Reports and Snapshots
Integrating Reports into Microsoft Office Applications

Related Courses
 Hyperion Web Analysis 9.3: Design Reports
Hyperion Planning 9.3 Installation and Configuration
Hyperion Financial Reporting 9.0 for Essbase and Planning