Standard Courses for Hyperion Products

Transcription

1 Standard Courses for Hyperion Products

2 Keyteach Standard Courses for Hyperion Products Hyperion Enterprise Enterprise: Administrator (Ref: 6SA)... 1 Enterprise: Fast Track to Administration (Ref: 6FT)... 1 Enterprise: Key User (Ref: 6EU)... 2 Enterprise: Reporting (Ref: AHR)... 2 Enterprise: Overview for Project Managers (Ref: 6OV)... 2 Hyperion Financial Management HFM: Administrator (Ref: FMA)... 3 HFM: Overview for Project Managers (Ref: FMO)... 3 SmartView: Fundamentals (Ref: SMV)... 4 HFM: Key User (Ref: FME)... 4 Designing Financial Reports for HFM (Ref: DFR)... 4 Financial data Quality Management FDM Hyperion Data Quality Management (FDM)... 5 Hyperion Planning Essbase: Overview (Ref: EBF)... 6 Planning: Administrator (Ref: HPA)... 6 Essbase: Calc Scrips (Ref: EBC)... 6 Planning: Key User (Ref: HPE)... 7 Designing Financial Reports for Planning (Ref: DFR)... 7 Planning: Overview for Project Managers (Ref: HPO)... 7 SmartView: Fundamentals (Ref: SMV)... 7

3 Keyteach.com Table of Contents Hyperion Essbase Essbase: Developer Bootcamp (Ref: EBB)... 8 Essbase: Foundation (Ref: EBF)... 8 Essbase: System Administrator (Ref: EBS)... 8 Essbase: Calc Scrips (Ref: EBC)... 8 Reporting and Analysis Hyperion Enterprise: Reporting (Ref: AHR)... 9 Designing Financial Reports (Ref: DFR)... 9 SmartView Fundamentals (Ref: SMV)... 9 Hyperion Interactive Reporting: Reports & Dashboards (Ref: RAD)... 9 Hyperion Web Analysis: Fundamentals (Ref: WAF) ii Keyteach Standard Courses

4 Hyperion Enterprise Enterprise: Administrator (Ref: 6SA) Duration: 5 days Audience: Enterprise Administrators Learn how to create and manage Enterprise applications, load metadata and data, create and process journal entries, create Intercompany transactions, consolidate data, and create reports. This course covers everything you will need to know to design and maintain an Enterprise application. No prior knowledge is assumed. Topics include: navigation of the interface, the setup of new applications, financial logic, data entry schedules, loading data, working with exchange rates, data adjustments with journals, intercompany elimination, consolidation, security design, reporting, spreadsheet links and a case study. Day 1: Overview, Navigation and Metadata Day 2: Application Design and Financial Logic Day 3: Adjustments, Intercompany, Consolidation & Translation Day 4: Security Design, Reporting and Spreadsheets Day 5: Case Study Enterprise: Fast Track to Administration (Ref: 6FT) Duration: 5 days Audience: Experienced End Users Designed for existing Enterprise users wanting to acquire System Administration skills to be able to build or maintain Enterprise applications. Learn how to create and manage Enterprise applications, load metadata and data, create and process journal entries, create Intercompany transactions and consolidate data. This course covers everything you will need to know to design and maintain an Enterprise application. Prior knowledge as an Enterprise user is essential. Topics include: navigation of the interface, the setup of new applications, financial logic, data entry schedules, loading data, working with exchange rates, data adjustments with journals, intercompany, consolidation, security design, spreadsheet links and a cut-down case study. New users should attend the full 5 day administrator course. Standard Courses 1

5 Enterprise: Key User (Ref: 6EU) Audience: Business User Explore the look, feel, and functionality of Enterprise and Reporting. Enter and load data, create journal entries and Intercompany transactions, undertake consolidation and the creation of basic reports and ad-hoc analysis within a spreadsheet environment. Topics include the navigation and entering of data, loading data and data load conversion formats, LedgerLink / FDM, adjusting data with journals, exchange rates, consolidation and translation, intercompany eliminations, alternative consolidations and reporting and spreadsheet analysis Enterprise: Reporting (Ref: AHR) Audience: Enterprise Administrators and Report Developers Learn how to create sophisticated reports using Hyperion Enterprise Reporting. Create interactive, rolling and compound reports with financial functions, report sections and books. There is a major focus around making reports dynamic, to reduce maintenance on an ongoing basis. Topics Include: Creating basic reports, formatting reports, financial functions, prompting and importing, cross dimensional reporting, the field dimensions, dimension sections, sorting and ranking, report books, a reporting case study and spreadsheet analysis. Enterprise: Overview for Project Managers (Ref: 6OV) Audience: Enterprise Project Managers An overview of Enterprise ideal for project managers and design teams that need to understand the rudimentary basics of the system. It covers everything that a project manager would need to understand to make a useful contribution to the design of the application, to understand the how data is consolidated, adjusted, translated and then analyzed within reports or a spreadsheet environment. Explore the look, feel, and functionality of Enterprise and Reporting. Enter and load data, create journal entries and Intercompany transactions, undertake consolidation and the creation of basic reports and ad-hoc analysis within a spreadsheet environment. 2 Standard Courses

6 Hyperion Financial Management (HFM) HFM: Administrator (Ref: FMA) Duration: 5 days Audience: HFM Administrators Learn how to create and manage applications, enter and view data, undertake adjustments with journals and manage intercompany transactions. Explore consolidation and manage the financial review cycle with process control. The course addresses all aspects of system administration and ad-hoc analysis using SmartView. No prior knowledge is assumed. Topics include the setup & navigation of the client and web interface, the creation of new applications, management of documents and workspaces, loading and extracting of data, financial rules,consolidating and translation, data adjustments with journals, intercompany setup & elimination, security design, reporting, ad hoc spreadsheet analysis and a case study. Day 1: Overview, Navigation of the Web and HFM Client Day 2: Application Creation & Design, Metadata Manager Day 3: Data Loading,Document Management, Intercompany Setup Day 4: Journals, Financial Rules, Consolidate & Translate, Security Day 5: SmartView, Case Study HFM: Overview for Project Managers (Ref: FMO) Audience: HFM Project Managers / Design Team An overview of HFM ideal for project managers and design teams that need to understand the rudimentary basics of the system. It covers everything a project manager needs to make a useful contribution to the design and implemention of a HFM application, to understand the dimensionality, how data is input, consolidated, adjusted, translated and then analyzed using standardised financial reporting and ad hoc spreadsheet analysis. Standard Courses 3

7 SmartView: Fundamentals (Ref: SMV) Duration: 1 day Audience: Business Users and Analysts Topics covered on this course include setting up the SmartView connection manager, using data Forms for for entering, calculating and processing data. You will analyse data using the ad hoc options such as pivot, drill-down, keep only, remove only. Writing functions that allow you to read, write data and retrieve dimension labels and descriptions. Using functions allows you to develop structured reports utilising SmartView and Excel functionality. HFM: Key User (Ref: FME) Audience: Business Users Learn how to enter and view data, report Intercompany transactions and adjust data using journals. Use Process Control to promote data according to a financial review cycle. Analyse data using Financial Reporting and SmartView. Topics Include: navigation, dimensions, using FDM to load data, manually entering data, working with data grids, intercompany and journals, running system reports, consolidation and translation, process control, Hyperion reporting using SmartView. Designing Financial Reports for HFM (Ref: DFR) Audience: HFM Administrators or Report Developers Create and manage reports, objects, books and batches. Learn how to format reports and add calculations and functions. Manage objects within the repository and find out how to define permissions for report objects. Topics include: creating basic reports, working with the POV, text objects, prompting and importing, conditional formatting, creating formulas using dynamic Functions, financial functions, HTML vs PDF, linked objects, creating books and batches and a case study. 4 Standard Courses

8 Hyperion Data Quality Management (FDM) FDM: Administrator (Upstream / FDM) (Ref: FDM) Audience: Administrators Learn the methodological approach for the loading of disparate source data into analytical applications using Financial Data Quality Management. As an FDM Administrator you ll need to understand how to integrate FDM with target applications from disperate systems, work with mapping tables and import formats, define validation rules and entities, Load data and apply financial controls and define user and object security. Explore the look, feel, and functionality of FDM. Load data from HFM, create mapping tables and import formats to define ledger output files. Create financial controls that comply with Sarbanes-Oxley legislation. Load data and fully exploit the audit functionality and reporting tools available. Standard Courses 5

9 Hyperion Planning Essbase: Overview (Ref: EBF) Audience: Planning Administrators An overview of Essbase ideal for project managers and administrators of Planning / Essbase applications. Gain an understanding of the Essbase environment, build simple multidimensional databases and learn how to load data. Topics include: An overview of Essbase application and database structure, dimensional design, dimension build rules, attribute dimensions, loading data, calculating the database. Planning: Administrator (Ref: HPA) Duration: 4 days Audience: Administrators. PLEASE NOTE: Rudimentary Essbase knowledge is required. Learn how to create and manage Planning applications. In addition to exploring the hierarchical metadata, attendees will load data, establish security, design data forms, generate task lists, create calculations and gain an understanding of the planning cycle. Attendees will also learn how to perform ad-hoc queries using SmartView. Topics include: Overview of planning and navigation of the workspace, EPM Architect, periods, scenarios, versions, entities, accounts user-defined elements, deploying applications, exchange rates, loading and calculating data, user provisioning and access rights Data, forms and folders, SmartView, business rules, task lists and reporting Essbase: Calc Scrips (Ref: EBC) Audience: Planning Administrators This course focuses on the creation and optimisation of calculation scripts. Learn how to use in-built Essbase formulas to perform complex calculations on Essbase cubes. Topics include: An Overview of Essbase, Block Storage and Database Size, Member Formulas, The Calc Script Editor, Block Creation and Sparse Roll-up, Calculation Scope, Cross Dimensional Operators, Creating Blocks on Equation, Member Set Functions, Relational Functions, Mathematical Functions. 6 Standard Courses

10 Planning: Key User (Ref: HPE) Audience: Business / Super User Gain an understanding of the features and capabilities of Hyperion Planning and its relationship with Essbase. Design data forms, generate task lists, create calculations and gain an understanding of the planning cycle. Attendees will also learn to create basic management reports with Financial Reporting and ad-hoc queries with SmartView. Designing Financial Reports for Planning (Ref: DFR) Audience: Administrators or Report Developers Create and manage reports, objects, books and batches. Learn how to format reports and add calculations and functions. Manage objects within the repository and find out how to define permissions for report objects. Planning: Overview for Project Managers (Ref: HPO) Audience: Planning Project Managers An overview of Hyperion Planning ideal for project managers and design teams that need to understand the rudimentary basics of the system It covers everything a project manager needs to make a useful contribution to the design and implemention of a Hyperion Planning application. The course provides understanding of the dimensionality, how data is input, adjusted, translated and analyzed using standardised financial reporting and ad hoc spreadsheet analysis. Explore the look, feel, and functionality of Hyperion Planning, Financial Reporting and SmartView. Enter and load data, create and use task lists and explore process control. Create basic reports and perform ad-hoc analysis in MS Excel. SmartView: Fundamentals (Ref: SMV) Duration: 1 day Audience: Administrators or Report Developers Topics covered on this course include setting up the SmartView connection manager, using data Forms for for entering, calculating and processing data. Analysing data using the ad hoc options such as pivot, drill-down, keep only, remove only. Writing functions that allow you to read, write data and retrieve dimension labels and descriptions. Using functions allows you to develop structured reports utilising SmartView and Excel functionality. Standard Courses 7

11 Hyperion Essbase Essbase: Developer Bootcamp (Ref: EBB) Duration: 5 days Audience: Essbase Developers Learn the primary methods for the design of Essbase block storage databases. Topics include:an overview of Essbase applications and database design, data descriptor dimensions, dimensional design, dimension build rules, attribute dimensions, loading data, SmartView, data storage, control of the calculation process and calculation scripts Essbase: Foundation (Ref: EBF) Audience: Planning Administrators / Essbase Project Managers An overview of Essbase ideal for project managers and administrators of Planning / Essbase applications. Essbase: System Administrator (Ref: EBS) Audience: Essbase Administrators and IT Professionals Learn the administrative fundamentals of Hyperion Essbase including security, system caches, backup, recovery and migration. Attendees will also explore the MaxL interface for the automation of tasks. Topics include: Configuration of the environment, connection options, transactions and locking, security for native and shared services mode, layers, roles, permissions, users and groups, calculation and filter access, environment optimization, caches, buffers and compression, fragmentation, environment maintenance, object locks, backups and porting applications and MaxL automation Essbase: Calc Scrips (Ref: EBC) Audience: Essbase Developers This course focuses on the creation and optimisation of calculation scripts. Learn how to use in-built Essbase formulas to perform complex calculations on Essbase cubes. Topics include: Block Storage and Database Size, Member Formulas, The Calc Script Editor, Block Creation and Sparse Roll-up, Calculation Scope, Cross Dimensional Operators, Creating Blocks on Equation, Member Set Functions, Relational Functions, Mathematical Functions. 8 Standard Courses

12 Reporting and Analysis Hyperion Enterprise: Reporting (Ref: AHR) Audience: Enterprise Administrators and Report Developers Learn how to create sophisticated reports using Hyperion Enterprise Reporting. Create interactive, rolling and compound reports with financial functions, report sections and books. There is a major focus around making reports dynamic, to reduce maintenance on an ongoing basis. HFM / Planning / Essbase: Designing Financial Reports (Ref: DFR) Audience: Administrators or Report Developers Create and manage reports, objects, books and batches. Learn how to format reports and add calculations and functions. Manage objects within the repository and find out how to define permissions for report objects. HFM / Planning / Essbase: SmartView Fundamentals (Ref: SMV) Audience: Administrators or Report Developers Topics covered on this course include setting up the SmartView connection manager, using data Forms for for entering, calculating and processing data. Analysing data using the ad hoc options such as pivot, drill-down, keep only, remove only. Writing functions that allow you to read, write data and retrieve dimension labels and descriptions. Using functions allows you to develop structured reports utilising SmartView and Excel functionality. Hyperion Interactive Reporting: Reports and Dashboards (Ref: RAD) Audience: Report Developers Learn the fundamentals of performing data queries, report building and dashboard design with Interactive Reporting Studio and Dashboard Development Services. Brio 6 and Performance Suite 8 training is available on request. Standard Courses 9

13 Hyperion Web Analysis: Fundamentals (Ref: WAF) Audience: Report Developers Learn how to create and manage Web Analysis documents, connections to data sources, user roles and presentations. Create complex views of your data with spreadsheet views, charts, pinboards and use traffic lighting to create dashboard analysis of your data.. Topics include: Distribution of Web Analysis Documents Creating Documents Advanced Tasks Data Source Options Linking Content Provisioning - Shared Services Permissions, Connections and Properties File KeyTeach Ltd Suite 1, Armcon Business Park London Road South Poynton, Cheshire SK12 1LQ Company registered in England and Wales with Company Number: th June 2008 Version education@keyteach.com 10 Standard Courses

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