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Hfm Training

Hfm Training Introduction

Hyperion financial management training Course Content

Introduction to the Financial Management
  • About the Enterprise Performance Management
HFM Basics
  • Dimensions
  • Define Application Profile
  • Create application
Loading Metadata from a File
  • About the Metadata Load Files
  • Loading Metadata
  • Manage Metadata
  • Prepare own Metadata
Configuring Accounts & Custom Dimensions
  • About Accounts & Custom Dimensions
  • Setting Up Account Types & Hierarchies
  • Setting Up Accounts & Custom Dimensions
  • Intercompany Account & Other Account Properties
Setting Up Entities, Calendars, & Scenarios
  • Setting up Entities
  • Setting Up Calendars
  • Setting Up Scenarios
Loading Data
  • Loading Data Files
  • Extracting Data
  • Copying & Removing Data
Creating Task list & Data Forms
  • About Data Forms
  • Accessing the Form Builder
  • Defining the Point of View
  • Defining Columns & Rows
  • Setting Row & Column Options
  • Exporting Data to Spread sheets
Entering Data Using Data Grids
  • About Data Grids & Accessing Data Grids
  • Changing the Grid Layout & Display
  • Selecting Members for Dimensions
  • Selecting Members
  • Saving Grid Settings
  • Entering Data & Filling Multiple Cells
  • Spreading & Calculating Data
  • Adding Cell Text & Line-Item Detail
Creating Member Lists in Financial Management
  • About Member Lists
  • System & 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 & Other Dimensions
  • Loading & Extracting Member Lists
Entering Intercompany Data
  • About Intercompany Transactions
  • Intercompany Account Balances
  • Elimination Process
  • Plug Accounts
  • Intercompany Eliminations & the Value Dimension
  • Setting Up Entities & Accounts for Intercompany Data
  • Creating & Running Intercompany Matching Reports
Adjusting Data with Journals
  • About Journals & Journal Benefits & Adjusting Data
  • Journals Review Process & the Value Dimension
  • Multiple Journal Postings, Accessing Journals & Opening Periods for Journal Entry
  • Creating Journal Templates & Journal Balance Types
  • Creating Journals & Entering Journal Data
  • Creating, Previewing, Running & Viewing Adjustments with the Entity Details Report
  • Setting Journal Report Properties & Selecting Columns & Filters
  • Saving Journal Reports Locally & Remotely
Running Consolidations & process management
  • Consolidation Process & Percentages
  • Entering Consolidation Information Using Ownership Management
  • Running Consolidations
  • Checking Consolidation Status
  • Data Translation
  • Entering Exchange Rates
Analyzing Data Using Smart View
  • About Smart View
  • Smart View Installation & Components
  • Connecting to a Data Source
  • Entering Data with the Web Data Forms
  • Functions in Smart View
Rule
  • About Rules & Rules Syntax
  • Rule Types & Rules Files
  • Objects & Functions in Rules
  • Assigning Values to Accounts
  • Account Expressions
  • Setting Values for the Multiple Accounts
  • Sub cubes, Data Retrieval, & Rules
  • Loading & Extracting Rules