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HFM Training Contents

This document outlines the training contents for Hyperion Financial Management. It covers 19 topics including introducing dimensions, managing applications and data, using data grids, forms and journals, consolidating data, managing metadata and security, migration tools, rules, and reporting. Key aspects covered include creating application profiles, loading and consolidating data, defining accounts and members, provisioning user access, and generating PDF reports.

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46 views3 pages

HFM Training Contents

This document outlines the training contents for Hyperion Financial Management. It covers 19 topics including introducing dimensions, managing applications and data, using data grids, forms and journals, consolidating data, managing metadata and security, migration tools, rules, and reporting. Key aspects covered include creating application profiles, loading and consolidating data, defining accounts and members, provisioning user access, and generating PDF reports.

Uploaded by

AJDaajhhk
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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HYPERION FINANCIAL MANAGEMENT

Training Contents
1) Introduction to Financial Management
2) Architecture
3) Financial Management Dimensions
Scenario Dimension
Year Dimension
Period Dimension
Entity Dimension
Value Dimension
Account Dimension
Intercompany Dimension
View Dimension
Custom Dimensions
4) Managing Applications
Creating Application Profiles
Entering Languages
Defining Calendars
Editing Frequencies
Editing Periods
Saving Application Profiles
Creating Applications
Opening Applications
Closing Applications
Deleting Applications
5) Managing Data
Working With Data Files
Loading Data
Load Method
Copying Data
Clearing Data
6) Using Data Grids on Window Client
Creating Data Grids
Entering/Editing Data
Viewing Data
7) Using Data Grids on Web
Creating Data Grids
Entering/Editing Data
Viewing Data
Extracting Data Grids
Loading Data Grids
8) Managing Dada Forms
Creating Data Forms from the Form Builder
Loading Data Forms
Extracting Data Forms
Deleting Data Forms
Entering Data
Viewing Data
Entering Cell Text
Entering Line Item Detail
Calculating Data in Data forms
Using Linked Forms
9) Consolidating Data
Consolidation Process
Entering Currency Rates
Entering Percentage Consolidations
Calculating Data
Translating Data
Consolidation Options
Consolidate
Consolidate All with Data
Consolidate All
10) Managing Metadata
Defining Accounts
Defining Custom Members
Defining Entity Members
Defining Scenario Members
Defining Application Settings
Defining Currencies
System Generated Accounts
Creating Metadata Files of APP Format
11) Managing Memberlists
EnumMemberLists
EnumMembersInList
12) Using Jounals
About Journals
Creating Journals
Regular Journals
Auto reversing Journals
Managing Journal Templates
Standard Templates
Recurring Templates
Process Journals
13) Managing Inter Company Transactions
Creating Inter Company Transactions
Matching Inter Company Transactions
Assigning Reason Codes
Posting IC Transactions
14) Managing Process Management/Submission Phases
Using Process Control
Promoting Process Units
Approving Process Units
Publishing Process Units
Locking/Unlocking Process Units
15) Using Smart view
Creating Adhoc Reports
Managing Function Builder
Import/Export Data forms
Creating Templates
16) Application Security
Provisioning Users
Creating Security Classes
Assigning Access Control to Users
17) Migration and LCM
Using CopyApplication Utility
Migrating Artifacts using LCM
Application to File system
File System to Application
18) Basics of Rules
Rule Functions
Types of Rules
Understanding Sample Rule Files
19) Reporting
Creating Connection
Using Data Grids
Using Charts (Bar, Line, Pie charts)
Conditional Formatting
Creating PDF Reports

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