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Understanding Multidimensional Databases: Track I: Essbase

This document outlines the course contents for three tracks in financial management and planning using Hyperion products: Track I focuses on Essbase and covers topics like multidimensional databases, designing applications and dimensions, loading and calculating data, and security. Track II covers Planning and includes creating and refining plans, managing plan data, and navigating reports. Track III is on Financial Management and encompasses navigating the workspace, entering and loading data, adjusting data with journals, consolidations, analyzing data, and navigating financial reports.

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Jai Tejwani
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45 views5 pages

Understanding Multidimensional Databases: Track I: Essbase

This document outlines the course contents for three tracks in financial management and planning using Hyperion products: Track I focuses on Essbase and covers topics like multidimensional databases, designing applications and dimensions, loading and calculating data, and security. Track II covers Planning and includes creating and refining plans, managing plan data, and navigating reports. Track III is on Financial Management and encompasses navigating the workspace, entering and loading data, adjusting data with journals, consolidations, analyzing data, and navigating financial reports.

Uploaded by

Jai Tejwani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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COURSE CONTENTS :

Track I : ESSBASE
Understanding Multidimensional Databases
Introduction to MDDB/OLAP concepts
Introduction to Essbase
Essbase Architecture
Introduction to System 9
Difference MOLAP/ RDBM
Installation and Configuration on Windows
Designing Multidimensional Application & Database
Drafting Outlines
Adding members to Outline
Dimension and Member Properties
Dimension Types
Member Storage Properties
Building Dimensions

Setting Time and Account Dimension Properties


Attribute Dimension
UDAs
Difference between UDA's and Attributes

Dynamic Dimension Build & Data Load

Understanding Dimension Building Concepts


Understanding Data Loading
Creating Rules Files

Data Retrieving and Calculation

Data Load using Smart View


Calculating Essbase Databases
Developing Formulas
Defining Calculation Order
Understanding Intelligent Calculation
Developing Calculation Scripts

Calculatating Data & Security assignment

Integration with data Sources


Security Assignment
ASO and BSO Difference
Partitioning
Substitution Variable

Track II : PLANNING
Introducing Planning

Creating Plans

Getting Started with Data Forms

Entering Data in Data Forms

Creating Plans in Smart View

Promoting Plan Data for Review


Refining Plans

Adjusting and Annotating Data Values

Adding Supporting Detail


Managing Plan Data

Calculating Data with Business Rules

Converting and Overriding Currencies

Copying Data Between Versions

Managing Planning Workflow

Working with Task Lists


Navigating Reports in Workspace

Viewing Financial Reports in Workspace

Track III : FINANCIAL MANAGEMENT


Introduction to Financial Management

About Financial Management

Product Components

Financial Management Architecture

Related Hyperion Products


Navigating Financial Management

Logging On to Workspace

Accessing Financial Management from Workspace

Managing Folders

Creating Favorites

Removing Favorites
Viewing and Entering Data Using Data Grids

Opening Data Grids

Changing Grid Layouts

Entering and Spreading Data

Adding Cell Text and Line Item Detail

Viewing data from Hyperion FDM


Loading Data


Data Load Files

Loading Options

Copying Data

Data Synchronization

Removing Data
Entering Data in Data Forms

Accessing Data Forms

Entering Data in Data Forms

Calculating Data

Linking Forms

Adding Members to Data Forms

Suppressing Data

Exporting Data to Excel


Adjusting Data with Journals

Journals

Opening Periods for Journal Entries

Creating Journal Templates

Creating Journals
Processing and Reporting Journals

Managing the Journal Review Process

Processing Journals

Viewing Adjusted Data in Data Grids

Generating Journal Reports


Eliminating Intercompany Balances

Intercompany Transactions

Creating Intercompany Reports


Managing Intercompany Transactions

Intercompany Transactions Module

Entering Intercompany Transactions

Matching and Posting Intercompany Transactions


Running Consolidations

Financial Management Business Process

Translating Financial Data

Utilizing Consolidation and the Value Dimension


Managing Review Cycles Using Process Control

Process Management

Managing Process Unit Status

Locking and Unlocking Data


Analyzing Data Using Smart View

Smart View

Connecting to Data Sources

Ad Hoc Analysis Tools

Calculating, Translating, and Consolidating Data


Entering Data in Smart View

Opening and Navigating Data Forms

Adjusting and Spreading Data Values

Working with Formulas and Cell References in Data Forms

Submitting Data
Retrieving Submitting Data Using Functions in Smart View

Functions in Smart View


Creating Functions

POV Manager

Retrieving and Submitting Data

Importing Reports and Functions into Microsoft Office

Smart Tags

Conversion Utility
Navigating Financial Reports in Workspace

Financial Reporting Features

Security Overview

About Financial Reporting Web Client

Setting Preferences

Browsing the Repository

Previewing Reports

Printing Reports and Snapshots

Integrating Reports into Microsoft Office Applications


Navigating Financial Reporting Studio

Financial Reporting Studio Overview

Opening Reports

Previewing and Printing Reports

Creating Basic Reports

Creating Grids

Selecting Members for Rows and Columns

Setting the Point of View


Formatting Cells and Grids

Formatting Cells

Formatting Grids

Suppressing Data

Applying Conditional Formatting in Grids


Creating Report Objects

Report Objects Overview

Creating Text Boxes

Adding Images

Saving Report Objects

Inserting Saved Report Objects

Linked Object Properties

Designing 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

Displaying the Row and Column IDs

Displaying Text Function Errors

Common Text Functions


Adding Auto Calculations and Mathematical Functions

Auto Calculations Overview

Mathematical Functions

Mathematical Operands in Expressions

Formulas Overview

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
Collating the Table of Contents by Member Selection

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