Hyperion Financial Management 9.3 for Interactive Users

Course Overview

This course is designed to teach you how to enter, view, consolidate, and manage financial information using the features of Financial Management. You work with a completed application to learn how to enter and view data and create and perform journal entries and intercompany transactions. You execute business calculations, perform consolidations, and analyze data using Smart View; and create and view reports using Financial Reporting. Finally, you put your new skills to work by completing hands-on exercises developed for the course content.!

Audience

• Business Analysts
• End Users

Skills Gained

• Navigate Financial Management
• Enter and calculate data
• Create journal entries and enter intercompany data
• Consolidate data and manage the financial review cycle
• Analyze and enter data using Smart View
• View, create, and format reports using Financial Reporting
• Add text and mathematical functions to reports using Financial Reporting

Prerequisites

• Familiarity with basic Microsoft Windows skills.
• Knowledge of spreadsheets.
• Familiarity with the data source, Hyperion Financial Management, relational or SAP-BW, for the reports

Course Outline

Introduction to Financial Management

• About Financial Management
• Product Components
• Financial Management Architecture
• Related Hyperion Products

Navigating Financial Management

• Logging On to Workspace
• Accessing Financial Management from Workspace
• Managing Folders
• Creating Favorites
• Removing Favorites

Viewing and Entering Data Using Data Grids

• Opening Data Grids
• Changing Grid Layouts
• Entering and Spreading Data
• Adding Cell Text and Line Item Detail
• Viewing data from Hyperion FDM

Loading Data

• Data Load Files
• Loading Options
• Copying Data
• Data Synchronization
• Removing Data

Entering Data in Data Forms

• Accessing Data Forms
• Entering Data in Data Forms
• Calculating Data
• Linking Forms
• Adding Members to Data Forms
• Suppressing Data
• Exporting Data to Excel

Adjusting Data with Journals

• Journals
• Opening Periods for Journal Entries
• Creating Journal Templates
• Creating Journals

Processing and Reporting Journals

• Managing the Journal Review Process
• Processing Journals
• Viewing Adjusted Data in Data Grids
• Generating Journal Reports

Eliminating Intercompany Balances

• Intercompany Transactions
• Creating Intercompany Reports

Managing Intercompany Transactions

• Intercompany Transactions Module
• Entering Intercompany Transactions
• Matching and Posting Intercompany Transactions

Running Consolidations

• Financial Management Business Process
• Translating Financial Data
• Utilizing Consolidation and the Value Dimension

Managing Review Cycles Using Process Control

• Process Management
• Managing Process Unit Status
• Locking and Unlocking Data

Analyzing Data Using Smart View

• Smart View
• Connecting to Data Sources
• Ad Hoc Analysis Tools
• Calculating, Translating, and Consolidating Data

Entering Data in Smart View

• Opening and Navigating Data Forms
• Adjusting and Spreading Data Values
• Working with Formulas and Cell References in Data Forms
• Submitting Data

Retrieving & Submitting Data Using Functions in Smart View

• Functions in Smart View
• Creating Functions
• POV Manager
• Retrieving and Submitting Data
• Importing Reports and Functions into Microsoft Office
• Smart Tags
• Conversion Utility

Navigating Financial Reports in Workspace

• Financial Reporting Features
• Security Overview
• About Financial Reporting Web Client
• Setting Preferences
• Browsing the Repository
• Previewing Reports
• Printing Reports and Snapshots
• Integrating Reports into Microsoft Office Applications

Navigating Financial Reporting Studio

• Financial Reporting Studio Overview
• Opening Reports
• Previewing and Printing Reports
• Creating Basic Reports
• Creating Grids
• Selecting Members for Rows and Columns
• Setting the Point of View

Formatting Cells and Grids

• Formatting Cells
• Formatting Grids
• Suppressing Data
• Applying Conditional Formatting in Grids

Creating Report Objects

• Report Objects Overview
• Creating Text Boxes
• Adding Images
• Saving Report Objects
• Inserting Saved Report Objects
• Linked Object Properties
• Designing Headers and Footers

Adding Text Functions

• Text Functions Overview
• Inserting Text Functions in Text Boxes
• Inserting Text Functions in Headings and Text Cells
• Creating Dynamic Values with the Current Keyword
• Displaying the Row and Column IDs
• Displaying Text Function Errors
• Common Text Functions

Adding Auto Calculations and Mathematical Functions

• Auto Calculations Overview
• Mathematical Functions
• Mathematical Operands in Expressions
• Formulas Overview
• Common Mathematical Functions

Printing Multiple Reports with Books

• Books Overview
• Previewing and Printing Books
• Changing the Book POV
• Creating Books
• Changing the Appearance of Books
• Collating the Table of Contents by Member Selection

Follow On Courses

• Hyperion Financial Management 9.3: Create & Manage Applications
• Hyperion Financial Management 9.3 Installation and Configuration

Hyperion Financial Management 9.3 for Interactive Users / D50735GC10