TrainingPage

Description:

This course is designed to teach you how to create and manage Enterprise applications. You learn how to create an application, load metadata and data, create and process journal entries, create intercompany transactions, consolidate data, and create reports. Exercises and a case study provide hands-on practice.


Objectives:

  • Create an Enterprise application, including dimensions, data entry forms, and security
  • Create intercompany transactions and journal entries
  • Load, enter, and consolidate data
  • Create reports using Hyperion Enterprise Reporting

Prerequisites:

Required Prerequisites:
Knowledge of spreadsheets
Basic Microsoft Windows skills

Topics:

Hyperion Enterprise Overview
Navigating Hyperion Enterprise
Setting Up a Hyperion Enterprise Application
Design Considerations

Categories
Defining Categories and Periods
Implementing Journal Numbering and Proportion and Elimination Detail

Entities
Creating Organizations
Defining Organizations
Defining Currencies
Defining Entity Ownership
Setting Up Percent Consolidation and Percent Ownership
Creating Substructures and Subentities
Editing Organizations
Creating Entity Lists

Accounts
Creating a Chart of Accounts
Adding Account Groups
Creating Subaccounts and Currencies
Creating Account Lists

Data Entry
Setting Data Schedule Options
Defining Schedules and Viewing Consolidation Detail

Formulas
Creating Formulas
Implementing Chart Formula Functions
Building Methods and Formula Links
Creating Special Chart Methods
Importing and Exporting Formulas

Journals
Defining Journal Entities
Implementing Automatic Journal Numbering
Processing Journals
Loading and Extracting Journals
Creating Journal Production Reports

Consolidation and Intercompany Transactions
Changing the Consolidation View
Identifying the Consolidation Status
Performing Consolidations
Setting Up Intercompany Transactions
Attaching Intercompany Subaccounts to Intercompany Accounts
Generating Intercompany Matching Reports

Database
Setting Database Options
Editing Data
Loading and Extracting Data
Setting the No Data to Zero Option
Locking and Unlocking Data
Loading Data Using Entity and Account Conversion Tables
Creating Data Formats

Hyperion Retrieve
Setting Up and Starting Retrieve
Creating Formulas Using Hyperion Retrieve Arguments and Functions
Importing Data Using the HPVAL Function
Exporting Data Using the HPLNK Function

Hyperion Enterprise Reporting
Creating Reports and Formatting Reports
Creating and Managing Report Sets
Adding Text and Financial Functions to Reports
Creating Books and Implementing Security
Setting Up Groups, Users, and Security Classes
Loading and Extracting Security
Running Security Reports
Creating Rollovers

Hyperion Enterprise Web
Adding Applications to Hyperion Enterprise Web
Navigating Hyperion Enterprise Web
Entering Data
Consolidating Data
Locking and Unlocking Data

View Dates & Enroll Online