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Showing posts with label Hyperion Financial Management Training. Show all posts
Showing posts with label Hyperion Financial Management Training. Show all posts

Sunday, July 10, 2016

HFM Training


                                       
                                              Hyperion Financial Management Training


for more details, pls contact WhatsApp- 8152873070, SanatanaSoft@gmail.com, 91- 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

15.Security

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