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课程大纲 |
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- Oracle Hyperion Financial Mgmt 11.1.2: Create & Ma
Oracle Hyperion Financial Mgmt 11.1.2: Create & Manage Applications培训
培训大纲:
1. Introduction to Financial Management
Oracle''s Enterprise Performance Management Suite
Financial Management Solution
Financial Consolidation, Reporting, Analysis, and Product Components
Financial Management Architecture
2. Navigating in Financial Management
Logging On to Workspace
Financial Management Applications Overview
Opening Applications
Navigating Financial Management
Managing Documents
3. Managing Dimensions with Performance Management Architect
Dimension Library
Creating Dimensions
Creating Dimension Members
Property Value Inheritance
Creating Alternate Hierarchies
Managing Members
Working with Grid Editor
Setting Up Languages
4. Importing Dimensions from a File
Metadata Load Files
Formatting Metadata Load Files
Setting Up Dimensions
Managing Languages
Loading Metadata
Viewing Job Status
Loading Metadata with Interface Tables
5. Creating and Deploying Applications
Creating Applications
Working with Local and Shared Dimensions
Configuring Application Settings
Deploying Application Process
Validating Applications
Deploying Applications
Viewing Job Status
Lifecycle Management
6. Configuring Accounts and Custom Dimensions
Accounts and Custom Dimensions
Setting Up Account Types and Hierarchies
Setting Up Accounts and Custom Dimensions
Auditing Account Data
Intercompany Account and Other Account Properties
7. Setting Up Entities, Calendars, and Scenarios
Setting Up Entities
Setting Up Calendars
Setting Up Scenarios
8. Loading Data
Formatting Data Load Files
Loading Data Files
Extracting Data
Exporting Data with Extended Analytics
Copying and Removing Data
9. Entering Data Using Data Grids
Accessing Data Grids
Changing the Grid Layout and Display
Selecting Members
Saving Grid Settings
Entering Data and Filling Multiple Cells
Spreading and Calculating Data
Adding Cell Text and Line-Item Detail
10. Creating Member Lists in Financial Management
About Member Lists
System and User-Defined Member Lists
Creating Member Lists
Member Lists in a File
Creating Static Member Lists
Creating Dynamic Member Lists
Loading and Extracting Member Lists
11. Managing Rules With Calculation Manager
Calculation Manager Overview
Creating Formulas
Creating Rules
Creating Rule Sets
Deploying Rules
Importing and Exporting Calculation Manager Objects
12. Setting Up Security
Levels of Security
Provisioning User and Group Security
Application Settings for Security
Data Access and Document Access
Assigning Access to Security Classes
Running Security Reports
Loading and Extracting Security
13. Creating Data Forms
Data Forms
Accessing the Form Builder
Point of View
Columns and Rows
Formatting Columns and Rows
Exporting Data to Spreadsheets
14. Managing Task Lists
Task Lists
Creating Task Lists
Adding Items to Task Lists
Organizing Task List Items
15. Entering Intercompany Data
Intercompany Transactions
Intercompany Elimination Process
Setting Up Entities and Accounts for Intercompany Data
Creating and Running Intercompany Matching Reports
Formatting Intercompany Reports with Oracle BI Publisher
16. Adjusting Data with Journals
Journals
Opening Periods for Journal Entry
Setting the Point of View
Journal Balance Types
Creating Journal Templates and journals
Entering Journal Data
Managing the Journals Review Process
Creating and Running Journal Reports
17. Translating Data
Data Translation Overview
Entering Exchange Rates
Checking Translation Status
Translating Data in Data Grids
Custom Translations
18. Running Consolidations
Consolidation Process
Managing Ownership Percentages
Checking Consolidation Status
Consolidating Data
Setting Up Organization by Period
19. Managing the Review Cycle Using Process Management
Process Management
Enabling Process Management
Managing Phased Submission
Viewing Process Units
Validating Process Units
Moving Process Units Through the Review Cycle
Locking and Unlocking Data
20. Sharing Data Using Data Synchronization
Data Synchronization
Creating Mapping Tables
Creating Data Synchronizations
Filtering and Mapping Dimensions
Viewing Data Flows
Scheduling and Running Data Synchronizations
21. Analyzing Data Using Smart View
Smart View
Connecting to a Data Source
Viewing Data with the Ad Hoc Analysis Tool
Displaying Cell Text and Calculation Status
Creating Free-Form Worksheets
Entering Data by Using Data Forms
Calculating, Translating, and Consolidating Data in Smart View
Functions in Smart View
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