Course Summary

Introduction to Financial Management

• About Enterprise Performance Management
• Financial Management Solution
• Financial Consolidation, Reporting, Analysis and Product Components
• Financial Management Architecture

Navigating in Financial Management

• Financial Management Components
• About Workspace and Workspace Navigation
• Metadata and Dimensions
• Setting the Point of View

Managing Dimensions with BPM Architect

• BPM Architect Dimension Library
• Adding Dimensions to Master View
• Creating Dimension Members
• Property Value Inheritance
• Creating Alternate Hierarchies
• Managing Members
• Creating Associations Between Dimensions
• Setting Up Languages

Loading Metadata from a File

• About Metadata Load Files
• Formatting Metadata Load Files
• Setting Up Dimensions
• Managing Languages
• Loading Metadata
• Viewing Job Status
• Loading Metadata with Interface Tables

Configuring Accounts and Custom Dimensions

• About 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

Setting Up Entities, Calendars, and Scenarios

• Setting up Entities
• Setting Up Calendars
• Setting Up Scenarios

Creating Application Views and Deploying Applications

• Creating Application Views
• Configuring Application Settings
• Setting Document Attachment Limits
• Configuring Hyperion FDM Drill Downs
• Deploying Application Process
• Comparing and Validating Application Views
• Deploying Application Views
• Viewing Job Status

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

Rule Basics

• About Rules and Rules Syntax
• Rule Types and Rules Files
• Objects and Functions in Rules
• Assigning Values to Accounts
• Account Expressions
• Setting Values for Multiple Accounts
• Subcubes, Data Retrieval, and Rules
• Loading and Extracting Rules

Entering Data Using Data Grids

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

Creating Member Lists in Financial Management

• About Member Lists
• System and User-Defined Member Lists
• Creating Member Lists
• Identifying 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

Provisioning Users and Groups

• About Levels of Security
• Provisioning User and Group Security

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

Creating Data Forms

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

Creating Task Lists in Financial Management

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

Entering Intercompany Data

• About 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

Adjusting Data with Journals

• About 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

Running Consolidations

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

Managing the Review Cycle Using Process Management

• About 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

Sharing Data Using Data Synchronization

• About Data Synchronization
• Creating Mapping Tables
• Creating Data Synchronizations
• Filtering and Mapping Dimensions
• Viewing Data Flows
• Scheduling and Running Data Synchronizations

Analyzing Data Using Smart View

• About Smart View
• Smart View Installation and Components
• Connecting to a Data Source
• About the Ad Hoc Analysis Tool: Adding Formulas and Formatting
• Creating Free-Form Worksheets
• Entering Data with Web Data Forms
• Functions in Smart View