Tag Archives: hfm training online

Hyperion Financial Management (HFM) Online Training India

Hyperion Financial Management (HFM) Online Training India

HFM 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

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

Hyperion Financial Management Training

Hyperion Financial Management online training by Spiritsofts learn HFM training through  real time experts with real time scenarios and also providing placement assistance.

We Provides the best learning Environment. Obtain all the training by our expert professionals which is having working experience from Top IT companies.

The Training in is every thing we explained based on real time scenarios, it works which we do in companies.

For HFM Training Demo Video

Key FeaturesCourse ContentFAQs
  35 hours of Instructor Training Classes                            24/7 Support

 Lifetime Access to Recorded Sessions                              Practical Approach

 Real World use cases and Scenarios                                 Expert & Certified Trainers

 

Hyperion Financial Management  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
Who Are The Trainers?
Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. Spiritsofts verifies their technical background and expertise.
What If I Miss A Class?
We record each LIVE class session you undergo through and we will share the recordings of each session/class.
How Will I Execute The Practical?
Trainer will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.
If I Cancel My Enrollment, Will I Get The Refund?
If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.
Will I Be Working On A Project?
The Training itself is Real-time Project Oriented.
Are These Classes Conducted Via Live Online Streaming?
Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.
Is There Any Offer / Discount I Can Avail?
There are some Group discounts available if the participants are more than 2.
Who Are Our Customers?
As we are one of the leading providers of Live Instructor LED training, We have customers from USA, UK, Canada, Australia, UAE, Qatar, NZ, Singapore, Malaysia, South Africa, India and other parts of the world.

We are located in USA. Offering Online Training in Cities like New York, New jersey, Dallas, Seattle, Baltimore, Tempe, Chandler, Scottsdale, Peoria, Honolulu, Columbus, Raleigh, Nashville, Plano, Toronto, Montreal, Calgary, Edmonton, Saint John, Vancouver, Richmond, Mississauga, Saskatoon, Kingston, Kelowna, Houston, Minneapolis, Los Angeles, San Francisco, San Jose, San Diego, Washington DC, Chicago, Philadelphia, St. Louis, Edison, Jacksonville, Towson, Salt Lake City, Davidson, Murfreesboro, Atlanta, Alexandria, Sunnyvale, Santa Clara, Carlsbad, San Marcos, Franklin, Tacoma, California, Bellevue, Austin, Charlotte, Garland, Raleigh-Cary, Boston, Orlando, Fort Lauderdale, Miami, Gilbert, Spain, Finland, Switzerland, Brazil, Mexico, France, England, London, Sweden,  .

Hyderabad (Ameerpet), Vizag, Vijayawada, Bangalore, Noida, Chennai, Kolkata, Pune, Mumbai, Delhi NCR, Dubai, Doha, Melbourne, Brisbane, Perth, Wellington, Auckland etc…

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