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Sunday, July 10, 2016

HFM Training

                                              Hyperion Financial Management Training

for more details, pls contact Whatsup- 8152873070, Contact@ITSoftwareGuru.com91- 815 287 3070

Hyperion Financial Management (HFM)  is a financial consolidation tool and  comprehensive, web-based application that delivers global collection, financial consolidation, reporting, and analysis in a single solution.

 * Class Delivery:  Online Class/ Class Room Training.

Duration:  20 days, Week days- Mon to Fri, 7.30 AM to 8.30 AM, IST

* Learning Material: Complete material for Theory.

 * Lab:    Exercises/practices on real-time Projects.

 * About Hyperion Trainer: Hyperion Trainer is an Hyperion Real Time Expert in all Hyperion modules, have 15 years USA/India  experience  in  Hyperion Admin, Development, Support of Hyperion different modules. He is working in MNC. 

1.Introduction to Financial Management

  •   About Enterprise Performance Management

2.HFM Basics

  • What is Meta Data and Data
  • Dimensions - Standard dimensions and Custom Dimensions
  • Application Profile Creation
  • Application Creation – Classic / EPMA
  • windows Menus
  • Workspace

3.Loading Metadata from a File

  • About Metadata Load Files
  • Loading Metadata
  • Manage Metadata
  • Prepare own Metadata

4.Configuring Accounts and Custom Dimensions

  • About Accounts and Custom Dimensions
  • Setting Up Account Types and Hierarchies
  • Setting Up Accounts and Custom Dimensions
  • Intercompany Account and Other Account Properties

5.Setting Up Entities, Calendars, and Scenarios

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

6.Loading Data

  • Loading Data Files
  • Extracting Data
  • Copying and Removing Data
  • Explore grid settings
  • exchange grid settings

7.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

8.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

9.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

10.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

11.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

12.Process Management & Running Consolidations

  • Consolidation Process and Percentages
  • Entering Consolidation Information Using Ownership Management
  • Running Consolidations
  • Checking Consolidation Status
  • Data Translation
  • Entering Exchange Rates

13.Analyzing Data Using Smart View

  • About Smart View
  • Smart View Installation and Components
  • Connecting to a Data Source
  • Entering Data with Web Data Forms
  • Functions in Smart View

14.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


  • Different Types of Security in HFM
  • User creation & Group Creation
  • Provisioning to Users and Groups
  • Security Class creation and assigning Security Classes

1 comment:

  1. Nice tutorial. The tutorial was helpful for me. Keep Sharing Tutorials.
    HFM Online Training