Hyperion Financial Management (HFM) online training Australia

Hyperion Financial Management (HFM) online training Course Content

1. Introduction to Financial Management

  • About Enterprise Performance Management

2. HFM Basics

  • Dimensions
  • Define Application Profile
  • Create application

3. Loading Metadata from a File

  • About Metadata Load Files
  • Loading Metadata
  • Manage Metadata
  • Prepare own Metadata

4. Configuring Accounts and Custom Dimensions

  • Metadata About Accounts and Custom Dimensions
  • Setting Up Account Types and Hierarchies
  • Setting Up Accounts and Custom Dimensions
  • Intercompany Account and Other Account Properties

5. Setting Up Entities, Calendars, and Scenarios

  • Setting up Entities
  • Setting Up Calendars
  • Setting Up Scenarios

6. Loading Data

  • Loading Data Files
  • Extracting Data
  • Copying and Removing Data

7. Creating Tasklist and Data Forms

  • 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

8. Entering Data Using Data Grids

  • 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

9. Creating Member Lists in Financial Management

  • 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

10. Entering Intercompany Data

  • 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

11. Adjusting Data with Journals

  • 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

12. Running Consolidations and process management

  • Consolidation Process and Percentages
  • Entering Consolidation Information Using Ownership Management
  • Running Consolidations
  • Checking Consolidation Status
  • Data Translation
  • Entering Exchange Rates

13. Analyzing Data Using Smart View

  • About Smart View
  • Smart View Installation and Components
  • Connecting to a Data Source
  • Entering Data with Web Data Forms
  • Functions in Smart View

14. Rules

  • 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

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