The three-day Planning Power-User course is designed for students using 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, 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).
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.
- 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