123OLAP

Planning Power-User

PBCS & On-Premises

The three-day Planning Power-User course is designed for students using either Oracle Planning & Budgeting Cloud Service (PBCS) or On-Premises Oracle Hyperion Planning. This course takes students through all the fundamentals of working in a Hyperion Planning system. You may modify this course agenda and add additional elements from the full Planning Bootcamp course or any other 123OLAP courses.

The Planning Power User course begins with a Planning End-user perspective on the first day. After providing an overview of Planning/PBCS, we jump into the Simplified Interface and Smart View to show how to enter data into the system. We show the various data input types, how to adjust/spread data, how to add supporting detail, cell notes, menus, task lists and more. Then we jump into ad hoc reporting using Smart View so that you leave knowing how to create a report completely from scratch.

The second day focuses on creating all the objects users will interface with: basic and composite forms, task lists, smart lists, workflow, text and date data types, menus, and more.

We then shift to building out the plan type hierarchies on the third day. First we focus on the default Planning dimensions and how to customize them. Along the way, we cover member properties, adding basic formulas to members such as variances, currency conversion solutions, Attribute dimensions, shared alternate rollups, UDAs, interfacing with multiple plan types, custom dimensions and everything relating to metadata. For large dimensions, we show you how to build dimensions with massive uploads from excel files. We finish up by reviewing a basic data load using the natural format and an introduction to using FDMEE (data management).

Upon completion of this course, students will be able to:

Understand multidimensional concepts, use the Simplified Interface and Smart View to enter and work with data in forms, create ad-hoc reports with Smart View, understand the basics of application design, hierarchies and data loading, and how to build forms, task lists, manage workflow and data.

Topics:
  • Overview of Planning
  • End-User Perspective – Simplified Interface, Smart View, Task Lists, Custom Menus, Workflow, Data management
  • Overview of Financial Reporting – launching pre-built reports
  • Building Forms
  • Building Task Lists, Menu items and non-numeric data
  • Workflow management
  • Application Design
  • Building hierarchies
  • Loading data
  • Data management – copying versions and scenarios
Course Duration: 3 days.
Prerequisites: None.
Target Audience: Planning Power Users, Project Team Members
Related Courses: Financial Reporting, FDMEE, Essbase Bootcamp
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Daily Agenda:

Day 1: Planning End-User

Overview of Planning

  • Multidimensional concepts
  • OLAP vs. OLTP
  • Planning vocabulary

End-User Perspective – Simplified Interface and Smart View

  • Entering data in forms
  • Spreading data with grid spread & mass allocation
  • Working with POVs
  • Submitting data
  • Data types: SmartLists, date and text fields
  • Adjusting data
  • Spreading data: Across Periods, grid spread
  • Supporting details and cell notes
  • Linking to other excel data

Other Bells and Whistles of Planning

  • Using Task lists
  • Using custom Menus
  • Workflow

Data management – copying versions and scenarios

Smart View Ad Hoc

  • Basic mechanics of creating reports – connecting, refreshing, pivots, zooms, keep/remove
  • Advanced spreadsheet topics – member selection, attribute reporting, asymmetric reports, cascade, options

Overview of Financial Reporting – launching pre-built reports

 Day 2: Building Forms, Tasks, Menus, Workflow

Building Forms

  • Building a basic form
  • Building an asymmetric form
  • Validation rules and formulas
  • Composite forms
  • Best practices in form design
  • Using substitution variables
  • Associating business rules with forms

Building Task Lists, Menu items and non-numeric data

  • Creating Task lists
  • Menu options
  • Data types: SmartLists, date and text fields

Workflow management

Data management – copying versions and scenarios

 Day 3: Application Design

  • PBCS – Production vs. Development environments
  • Applications/Plan Types
  • Data sources (not for PBCS)
  • Modifying plan types

Building hierarchies

  • Modeling the default dimensions – Time, Years, Scenario, Version, Accounts
  • Properties of members
  • Applying formulas to members
  • Refreshing to Essbase
  • Currency conversion options
  • Working with multiple plan types
  • Creating custom dimensions
  • Building attribute dimensions
  • UDA’s and shared rollups
  • Special accounts and time functionality – expense reporting, time series, formula introduction
  • Best practices in dimension design
  • Planning sandboxes
  • Valid data points

Loading data

  • Natural format
  • Overview of FDMEE
  • Other EPM sources

 


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Contact Us (Schedule Private Class or Ask Questions)

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