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Course Overview
This course is designed to teach you how to use Planning. The course includes an overview of Planning features, capabilities, and its relationship with Analytic Services. You create data forms and task lists, enter and adjust data, set up calculations, and move a plan through the budget review-and-approval process. You learn how to create management-quality reports with Financial Reporting or Web Analysis*. Exercises provide hands-on practice.
Course objectives:
Discuss Planning capabilities and its relationship with Essbase
Discuss Planning dimension requirements
Navigate Workspace to access Planning and Financial Reporting or Web Analysis
Create and test data forms
Enter and adjust data in Planning and Smart View
Work with Offline Planning
Set up and test business rules
Move plans through a budget review cycle
Set up and implement task lists
Create reports and documents to analyze planning results
Audience
Business Analysts
Skills Gained
Delegates will learn to:
Navigate Workspace to access Planning, Financial Reporting or Web Analysis
Create and test data forms
Enter and adjust data in Planning and Smart View
Set up and test business rules
Move plans through a budget review cycle
Discuss Planning capabilities
Prerequisites
Basic knowledge of Excel or Lotus 1-2-3
Basic knowledge of planning and budgeting
Familiarity with concepts of client-server applications
Basic knowledge of Microsoft Windows
Basic knowledge of Excel or Lotus 1-2-3
Basic knowledge of planning and budgeting
Familiarity with concepts of client-server applications
Basic knowledge of Microsoft Windows
Course Outline
Planning Overview
Enterprise Performance Management
Product Components
User Roles
Planning
Planning and Essbase
Navigating Workspace
Launching Workspace
Workspace User Interface
Opening Applications
Navigating in Planning
Planning Dimensions and Data Storage Overview
Planning Required and User-Defined Dimensions
Dense and Sparse Dimensions
Factors that Impact Calculations
Creating Data Forms and Folders
Data Forms and Folders Overview
Data Form Elements
Creating Folder Structures for Data Forms
Data Form Requirements
Composite Data Forms
Printing Data Form Definition Reports
Assigning Access Rights to Data Forms
Customizing Data Forms
Adding Menus to Data Forms
Managing User Variables
Setting Up User Preferences
Entering Data
Submitting Data in Data Forms
Spreading Data
Adjusting and Annotating Data
Calculating Data in Data Forms
Entering Data with Smart Lists
Navigating Data Forms with Menus
Entering Data Using Smart View
Smart View Overview
Planning and Smart View
Offline Planning Overview
Taking Data Forms Offline
Creating Business Rules
Business Rules Overview
Navigating Business Rules
Business Rules Creation Process
Launching Business Rules
Printing Business Rules
Building Runtime Prompts for Business Rules
Runtime Prompts Overview
Adding Runtime Prompts
Adding Formulas to Business Rules
Business Rules Formula Overview
Building Formulas for Business Rules
Specifying Data Conditions
Managing Business Rules
Managing the Approval Process
Process Management Overview
Planning Units
Managing the Review Cycle for Planning Units
Copying Data Between Versions
Creating Task Lists
Task Lists Overview
Navigating Task Lists
Task Lists Creation Process
Working with Task List Folders
Building Task Lists
Assigning Access to Task Lists
Validating Task Lists
Reporting on Task Lists
Financial Reporting Overview
Financial Reporting Features
Data Sources for Financial Reporting
Financial Reporting Studio
Working with Financial Reporting Studio
Navigating Reports in Workspace
Workspace Overview
Setting Preferences
Browsing the Repository
Searching for Items
Previewing Reports
Changing Page Members
Printing Reports and Snapshots
Integrating Reports into Microsoft Office Applications
Creating Basic Reports
Report Creation Overview
Creating Reports
Creating Grids
Selecting Members
Setting Up the Point of View
Adding Rows and Columns
Saving Reports
Formatting Cells and Grids
Formatting Cells
Formatting Grids
Suppressing Data
Applying Conditional Formatting
Setting Up Pages
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 Functions Errors
Common Text Functions
Adding Auto Calculations and Mathematical Functions
Auto Calculations Overview
Mathematical Functions
Mathematical Operators in Expressions
Formulas Overview
Common Mathematical Functions
Setting Up Books
Books Overview
Previewing and Printing Books
Changing the Book Point of View
Creating Books
Changing the Appearance of Books
Reviewing Planning Data with Web Analysis
Web Analysis Architecture
Key Benefits of Web Analysis
Key Concepts
Navigating Between Open Items
Navigating Web Analysis Studio
Accessing Help
Workspace and Web Analysis Studio Tasks
Creating Web Analysis Documents
Creating Documents in Web Analysis Studio
Setting Format Options
Creating Chart Views
Creating Documents in Workspace
Follow On Courses
Hyperion Web Analysis 9.3.1: Design Reports
Hyperion Financial Reporting 9.3.1 for Essbase and Planning
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