HYPERION FINANCIAL MANAGEMENT COURSE CONTENTS

Duration: 15 Sessions (Including Shared Services) Each Session: 2 Hrs

Introduction to Financial Management

• About Financial Management
• Financial Management Features
• Financial Management Architecture
• Financial Management Dimensions

Managing Applications

• Creating Application Profile
• Defining Application Calendar
• Defining Frequencies
• Creating Applications
• Deleting Applications
• Opening Applications
• Registering Application
• Copying Hyperion Financial Management Applications

Provisioning Users and Groups

• Creating Users and Groups
• Provisioning Users and Groups Security
• About levels of Security
• Application Settings for Security
• Assigning Access to Security Classes
• Running Security Reports

Loading and Extracting

• Security Information
• Metadata Information
• Member list Information
• Data Information
• Journals Information
• Intercompany Information

About Data Explorer Settings

• Building the Layout
• Selecting the POV
• About Member List Selection
• About POV Checked Items
• Adding Line Item Detail

About Managing Metadata

• About Metadata
• Formatting Metadata Load Files
• Adding Currencies
• Metadata File Formats
• About XML Format
• Metadata Load options
• About Database Management
• Copying Data
• Clearing Data
• Delete Invalid Log Files
• Ownership Management

Creating Member Lists in Financial Management

• About Member Lists
• Discussing about Member List Types
• Creating Member Lists
• Identifying Member Lists in a File
• Creating Static & Dynamic Member Lists

Creating Data Grids

• About Data Grids and Accessing Data Grids
• Changing the Grid Layout and Display Setting
• Selecting Members
• Saving Grid Settings
• Entering Data and Filling Multiple Cells
• Spreading and Calculating Data
• Adding Cell Text and Line-Item Detail
• Entering Exchange Rates

Creating Data Forms

• About Data Forms
• Accessing the Form Builder
• Defining the Point of View
• Defining Columns and Rows
• Setting Row and Column Options and Formulas
• Exporting Data to Spread Sheet  

Managing Journals

• About Journals and Journal Benefits
• Creating Journal Templates and Journal Balance Types
• Creating Auto Reversing Journals
• Creating Recurring Journals
• Journal Review Process and the Value Dimension
• Creating a Journal Report
• Saving Journal Reports Locally and Remotely

Managing the Review Cycle Using Process Management

• About Process Control and Process Unit
• Process Control Security Roles
• Enabling Process Control and Phased Submissions
• About Process Control Status
• Locking and Unlocking Process Units

Creating Task Lists in Financial Management

• About Task Lists
• Creating Task Lists
• Adding Items to Task Lists
• Managing Task List Items

Assigning Access to Data and Documents

• Application Settings for Security
• Data Access and Document Access
• Security Classes
• Assigning Access to Security Classes

Managing Intercompany Transactions

• About Intercompany Transactions
• Intercompany Account Balances
• Importance of Plug Accounts
• Intercompany Eliminations and the Value Dimension
• Setting Up Entities and Accounts for Intercompany Transactions
• Creating and Running Intercompany Matching Reports

Running Consolidations

• Consolidation Process and Percentages
• Defining Consolidation Methods
• Entering Consolidation Information Using Ownership Management
• Running Consolidations
• Checking Consolidation Status
• Data Translation
• Entering Exchange Rates
• Setting Up Organization by Period

Creating a TASKFLOW

• About Task Flow
• Stage Definition – General Tab
• Stage Definition – Process Tab
• Stage Definition – Starting Event
• Monitoring Running Tasks

Rule Basics

• About Rules Editor
• Connecting to Financial Management
• About writing a Simple Rule
• Loading rules into Financial Management
• Discussing about Types of Rules
• About Function Builder
• Assigning Values to Accounts
• Setting Values to Multiple Accounts
• Loading and Extracting Rules