HFM Online Training

          Hyperion HFM Online Training

Summary

  • Overview, Navigation, Dimensionality and the End User Process
  • EPMA Application Creation and Design
  • Data Loading, Document Management, Intercompany Setup
  • Journals, Financial Rules, Consolidation and Translation
  • Life Cycle Management, Security, Smart View

Detailed Agenda

  • HFM Overview
  • Logging onto the Workspace
  • Access & Navigate HFM Web
  • HFM Dimensions
  • Introducing FDM

The End User Process

  • Data Forms Overview
  • Data Grids Overview
  • Consolidating
  • Promoting a Process Unit
  • Financial Reports
  • Working with Books

Application Build

  • Application Building
  • Periods
  • Scenarios
    • Missing Data as Zero
    • Accounts
    • Currencies
    • Entity and ICP
    • Default Settings
    • Local and Shared Members
    • Dimension Associations
    • Grid Editor
    • Multiple Apps/Products
    • Viewing Log Files
    • Profiles and Importing
    • Configurable Dimensionality

 

  • Member Lists
    • Static Member Lists
    • Dynamic Member Lists

 

  • Loading Data
    • Load and Review Data
    • Load Methods

 

  • Data Forms
    • Creating Data Forms
    • Linked Forms

 

  • Data Grids
    • Understanding Data Grids
    • Design Considerations for Data Grids

 

  • Other Documents
    • Creating Other Documents
    • Creating and Maintaining Task Lists

 

  • Exchange Rates
    • Entering Exchange Rates
    • Value Dimensions and Custom Dimension Combinations

 

  • Intercompany
    • Intercompany Setup
    • Intercompany (IC) Input & Elimination
    • ICP Matching Report

 

  • Journals
    • Journal Setup
    • Creating Journals
    • Processing Journals
    • Journal Reports

 

  • HFM Calculations
    • Writing Rules
    • Calculation Manager
    • Creating Basic Rules
    • Conditions and Variables
  • Process Control
    • Process Control Setup
    • Phased Submissions

Consolidation and Translation

    • Running Consolidations
    • Value Dimension Review
    • Sub cubes
    • ‘On the Fly’ Currency Translations
  • Security Users, Groups & Classes
    • User Roles
    • Creating Users, Groups and Classes
    • Provisioning User Access
  • Smart View Overview
    • Smart View Panel
    • Smart View Toolbar
    • Member Selection
    • Ad Hoc Analysis
    • Smart View Options
    • Smart View Data Forms