Hyperion Financial Management Online Training Course content
1. Introduction to Financial Management
2. HFM Basics
3. Loading Metadata from a File
4. Configuring Accounts and Custom Dimensions
5. Setting Up Entities, Calendars, and Scenarios
6. Loading Data
7. Creating Tasklist and Data Forms
8. Entering Data Using Data Grids
9. Creating Member Lists in Financial Management
10. Entering Intercompany Data
11. Adjusting Data with Journals
12. Running Consolidations and process management
13. Analyzing Data Using Smart View
14. Rules
http://www.winsomesoft.com/hyperion-financial-management-training/1. Introduction to Financial Management
- About Enterprise Performance Management
- Dimensions
- Define Application Profile
- Create application
- About Metadata Load Files
- Loading Metadata
- Manage Metadata
- Prepare own Metadata
- Metadata About Accounts and Custom Dimensions
- Setting Up Account Types and Hierarchies
- Setting Up Accounts and Custom Dimensions
- Intercompany Account and Other Account Properties
- Setting up Entities
- Setting Up Calendars
- Setting Up Scenarios
- Loading Data Files
- Extracting Data
- Copying and Removing Data
- 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
- 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
- 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
- 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
- Journals Review Process and the Value Dimension
- 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
- Consolidation Process and Percentages
- Entering Consolidation Information Using Ownership Management
- Running Consolidations
- Checking Consolidation Status
- Data Translation
- Entering Exchange Rates
- About Smart View
- Smart View Installation and Components
- Connecting to a Data Source
- Entering Data with Web Data Forms
- Functions in Smart View
- 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