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课程大纲
 
  • Oracle Hyperion Planning 11.1.2: Create & Manage A
    Oracle Hyperion Planning 11.1.2: Create & Manage Applications培训
    培训大纲:
    1. Planning
    Oracle''s Enterprise Performance Management System
    Planning Features
    Planning Architecture
    Planning and Essbase
    2. Navigating Workspace
    Workspace
    Launching Workspace
    Opening Applications
    Navigating in Planning
    3. Dimensions
    Methods for Creating Applications
    Plan Types
    Planning Dimensions
    Data Block Creation Process
    Aggregation, Storage, and Calculation Options
    4. Managing Dimensions with Performance Management Architect
    Navigating Performance Management Architect
    Application Creation Process
    Managing Dimensions
    Creating Members in Dimension Library
    Managing Members
    Organizing Shared Library
    Creating Aliases
    Adding Currencies
    5. Setting Up the Period, Year, Scenario, and Version Dimensions
    Customizing Time Periods
    Creating Scenarios
    Creating Versions
    6. Setting Up the Entity Dimension
    Entities
    Saving Dimensions
    Adding and Modifying Entities
    Deleting Entities
    7. Setting Up the Account Dimension
    Accounts
    Account Types
    Saved Assumptions
    Data Types and Exchange Rate Types
    Creating Account Hierarchies
    Consolidation Order
    Consolidation Order: Example
    8. Creating User-Defined Elements
    User-Defined Dimensions
    Adding Attributes
    Creating Member Formulas
    Adding User-Defined Attributes
    Working with Smart Lists
    9. Loading Metadata from Files
    Metadata Load Files
    Formatting Metadata Load Files
    Loading Metadata
    ERP Integrator Metadata Load Process
    Loading Metadata into Shared Library
    10. Creating Applications
    Application Creation Process
    Application Criteria
    Creating Applications with Application Creation Wizard
    Adding Dimensions from Shared Library
    Adjusting Performance Settings
    Setting Up Data Type Evaluation Order
    Activating Dimension Associations
    11. Deploying Applications
    Deployment Process
    Validating Applications
    Deploying Applications to a Planning Server
    Redeploying Applications
    Setting Planning Properties
    12. Setting Up Exchange Rates
    Currencies and Exchange Rates
    Creating Exchange Rate Tables
    Generating Currency Conversion Calculation Scripts
    13. Provisioning Users and Groups for Planning
    Planning Security
    User and Group Provisioning
    Setting Up Users and Groups
    Printing Provisioning Reports
    14. Creating Data Forms
    Creating Simple and Composite Data Forms
    Exporting and Importing Data Forms
    Creating Formula Rows and Columns
    Building Validation Rules
    Processing Cells for Validation
    Setting Up Custom Messaging
    15. Entering Data in Planning
    Navigating Data Forms
    Submitting Data in Data Forms
    Filtering Data
    Sorting Data
    Spreading Data
    16. Adjusting and Annotating Plan Data
    Adjusting Plan Data
    Adding Annotations to Plan Data
    Performing Ad Hoc Actions on Data Forms
    Calculating Data in Data Forms
    17. Managing Business Rules
    Business Rules
    Assigning Calculation Manager Security
    Determining Calculation Requirements
    Launching Calculation Manager
    Setting Up Business Rules
    Validating and Deploying Rules
    Creating Business Rules from Templates
    Creating and Deploying Rulesets
    18. Creating Process Management Validation Rules
    Building Process Management Validation Rules
    Adding Process Management Validation Messages and Color Cues
    Updating the Promotional Path with Process Management Validation Rules
    Validation Rule Evaluation and Precedence
    Verifying and Enabling Process Management Validation Rules
    Attribute Based Process Management Validation Rules
    19. Managing the Approval Process
    Planning Unit Process States
    Reviewer Actions
    Impact of Entity Hierarchy on the Review Process
    Managing the Review Cycle
    Copying Data Between Versions
    Copying Relational Data for Dimensional Hierarchies
    Clearing Cell Details
    20. Creating Task Lists
    Task Lists
    Navigating Task Lists in Basic Mode
    Navigating Task Lists in Advanced Mode
    Task List Creation Process
    Printing Task List Reports
    21. Migrating Applications and Artifacts
    Lifecycle Management
    Artifacts
    Application and Artifact Migration Process
    Migration Scenarios
    Automating Migration Tasks
    Running the Lifecycle Management Utility
    Accessing and Viewing Migration Status Reports
    Viewing Audit Reports
    22. Setting Up Classic Applications
    Classic Planning Application Set Up Process
    Building Dimension Hierarchies
    Setting Up Attributes
    Creating Alias Tables
    Smart List Creation Process
    Setting Up UDAs
    Loading Metadata and Data into Classic Applications
    Exporting and Importing Data Forms
     
     
     

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