Hyperion Financial Management 11.1.1 for Interactive Users Training  

Introduction to Financial Management

• Oracle Enterprise Performance Management Suite
• Benefits of Financial Management
• Features of Financial Management
• Products bundled with Financial Management
• Financial Management Architecture
• Related Oracle Products

Navigating Financial Management

• Business Tasks in a Reporting Cycle
• Financial Management Components
• Managing Workspace
• Opening Applications
• Financial Management User Interface
• Managing Documents

Viewing and Entering Data in Data Grids

• Data Grids Overview
• Accessing Data Grids
• Entering and Editing Data
• Calculating Data
• Adding Cell Text and Documents
• Retrieving Data from Financial Data Quality Management

Loading Data

• Data Load Files
• Loading Data from a file
• Extracting Data
• Copying Data
• Removing Data

Entering Data in Data Forms

• Working with Data Forms
• Entering Data
• Calculating Data
• Accessing Linked Forms
• Exporting to and importing from Spreadsheet
• Retrieving Data from Financial Data Quality Management

Adjusting Data with Journals

• Journals Overview
• Opening and Closing Periods for Journal Entries
• Creating Journal Templates
• Creating Journals
• Entering Journal Data

Processing and Reporting Journals

• Journal Review Process Overview
• Managing Journals
• Viewing Journal Adjustments
• Creating and Printing Journal Reports
• Formatting Journal Reports with Oracle BI Publisher

Eliminating Intercompany Balances

• Intercompany Transactions Overview
• Creating Intercompany Matching Reports
• Sending Email Alerts from an Intercompany Report

Running Consolidations

• Financial Management Business Process
• Consolidation Overview
• Checking Calculation Status
• Translating Data
• Consolidating Children by Percentages
• Consolidating Data

Managing the Review Cycle with Process Control

• Process Management Overview
• Viewing Process Unit Status
• Calculating and Consolidating Data
• Moving Process Units Through the Review Cycle
• Managing Process Units in Data Grids
• Locking and Unlocking Data

Analyzing Data with Smart View

• Smart View Overview
• Connecting to Data Sources
• Viewing and Analyzing Data with the Ad Hoc Analysis Tool
• Creating Free-form Worksheets
• Calculating, Translating, and Consolidating in Smart View
• Presenting Financial Management Data in Word and PowerPoint

Entering Data by Using Data Forms in Smart View

• Opening Data Forms in Smart View
• Navigating Data Forms
• Selecting Members in Smart View Data Forms
• Adding Member Functionality to Imported Data Forms
• Working with Formulas and Cell References
• Submitting Data

Retrieving and Submitting Data by Using Functions in Smart View

• Functions in Smart View
• Creating Functions
• Setting the Point of View
• Importing Reports and Functions
• Converting Books

Navigating Financial Reports in Workspace

• Financial Reporting in Workspace
• Opening and Previewing Reports
• Searching for Items
• Printing Reports and Snapshots
• Changing the Point of View
• Integrating Reports into Microsoft Office Applications

Navigating Financial Reporting Studio

• Accessing Financial 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
• Inserting Saved Report Objects
• Linked Object Properties
• Creating Headers and Footers

Adding Text Functions

• Text Functions Overview
• Inserting Text Functions in Text Boxes
• Inserting Text Functions in Headings and Text Cells
• Creating Dynamic Values with the Current Keyword
• Common Text Functions

Adding Auto Calculations and Mathematical Functions

• Working with Auto Calculations
• Mathematical Functions
• Mathematical Operators in Expressions
• Creating Formulas
• Common Mathematical Functions

Printing Multiple Reports with Books

• Books Overview
• Previewing and Printing Books
• Changing the Book POV
• Creating Books
• Changing the Appearance of Books