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课程大纲
 
  • Oracle Hyperion Financial Mgmt 11.1.1: Create & Ma
    Oracle Hyperion Financial Mgmt 11.1.1: Create & Manage Applications 培训
    培训大纲:
    1. Introduction to Financial Management
    Enterprise Performance Management
    Financial Management Solution
    Financial Consolidation, Reporting, Analysis, and Product Components
    Financial Management Architecture
    2. Navigating in Financial Management
    Financial Management Components
    Workspace and Workspace Navigation
    Metadata and Dimensions
    Setting the Point of View
    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. Loading Metadata 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 Overview
    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
    Data Load Files
    Line-Item Detail Section
    Changing Column Order
    Loading Data Files
    Extracting Data
    Exporting Data with Extended Analytics
    Copying and Removing Data
    9. Entering Data Using Data Grids
    Data Grids and 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
    Member Lists
    System and User-Defined Member Lists
    Creating Member Lists
    Member Lists in a File
    Creating Static Member Lists
    Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
    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. Provisioning Users and Groups
    Levels of Security
    Provisioning User and Group Security
    13. Assigning Access to Data and Documents
    Application Settings for Security
    Data Access and Document Access
    Security Classes
    Assigning Access to Security Classes
    Running Security Reports
    Security Load Files
    Loading and Extracting Security
    14. Creating Data Forms
    Data Forms
    Accessing the Form Builder
    Point of View
    Columns and Rows
    Setting Row and Column Options
    Exporting Data to Spreadsheets
    15. Creating Task Lists in Financial Management
    Task Lists
    Creating Task Lists
    Adding Items to Task Lists
    Organizing Task List Items
    Managing Task Lists
    16. Entering Intercompany Data
    Intercompany Transactions
    Intercompany Account Balances
    Elimination Process
    Plug Accounts
    Intercompany Eliminations and the Value Dimension
    Setting Up Entities and Accounts for Intercompany Data
    Creating and Running Intercompany Matching Reports
    17. Adjusting Data with Journals
    Journals and Journal Benefits and Adjusting Data
    Journals Review Process and the Value Dimension
    Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
    Creating Journal Templates and Journal Balance Types
    Creating Journals and Entering Journal Data
    Creating, Previewing, Running, and Viewing Adjustments with the Entity Details Report
    Setting Journal Report Properties and Selecting Columns and Filters
    Saving Journal Reports Locally and Remotely
    18. Running Consolidations
    Consolidation Process
    Entering Consolidation Information Using Ownership Management
    Running Consolidations
    Checking Consolidation Status
    Data Translation
    Entering Exchange Rates
    Organization by Period
    Setting Up Organization by Period
    19. Managing the Review Cycle Using Process Management
    Process Control: Process Units and Process States
    Process Control Security Roles
    Enabling Process Control and Phased Submissions
    Accessing Process Units and Viewing Unit Status
    Process Control Panel Display Options
    Process Unit Validation and Validation Accounts
    Review Cycle and Review History
    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
    Smart View Installation and Components
    Connecting to a Data Source
    Ad Hoc Analysis Tool: Adding Formulas and Formatting
    Creating Free-Form Worksheets
    Entering Data With Web Data Forms
    Functions in Smart View
     
     

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