Oracle Hyperion Planning 11.1.2 for Interactive Users Ed 2 Course Overview

Certainly! To ensure that students are prepared for the Oracle Hyperion Planning 11.1.2 for Interactive Users Ed 2 course, the following are the minimum required prerequisites:

• Basic understanding of database concepts and familiarity with spreadsheet software such as Microsoft Excel.
• Awareness of financial planning, budgeting, and forecasting processes in a business environment.
• General computer literacy and the ability to navigate through software applications.
• No advanced technical skills are required, but exposure to any Enterprise Performance Management (EPM) tools can be beneficial.
• An interest in learning how to use Oracle Hyperion Planning to enhance business planning and forecasting.

These prerequisites are designed to ensure that students have a foundational understanding that will allow them to effectively engage with the course material and participate in the training exercises. Rest assured, the course is intended to guide learners through the functionalities and usage of Oracle Hyperion Planning, even if they are not technical experts.

Target Audience for Oracle Hyperion Planning 11.1.2 for Interactive Users Ed 2

1. The Oracle Hyperion Planning 11.1.2 course equips interactive users with skills to manage financial planning and forecasting processes.

   
   

• Financial Analysts
• Budgeting and Forecasting Managers
• Business Intelligence Professionals
• Financial Controllers
• Finance Managers
• Financial Planning and Analysis (FP&A) Staff
• IT Analysts specializing in finance systems
• ERP and EPM Consultants
• End-users involved in financial reporting and planning processes
• Business Process Owners
• System Administrators managing Hyperion systems

Learning Objectives - What you will Learn in this Oracle Hyperion Planning 11.1.2 for Interactive Users Ed 2?

1. Introduction: The Oracle Hyperion Planning 11.1.2 for Interactive Users Ed 2 course is designed to equip students with the essential skills to effectively navigate, manage data, and create financial reports within Oracle Hyperion Planning.

2. Learning Objectives and Outcomes:

• Understand the fundamentals of Oracle Hyperion Planning and its role in the business planning process.
• Navigate the Workspace to manage documents and artifacts efficiently.
• Identify the key Planning Dimensions and how to manage data within them, along with understanding security settings.
• Create, organize, and manage Data Forms and Folders for data entry and analysis.
• Customize Data Forms to align with specific business requirements.
• Enter and adjust data in Planning, utilizing data entry shortcuts and spreading techniques.
• Annotate data adjustments to maintain clear audit trails and support collaborative planning.
• Utilize Smart View to access and interact with Planning data directly from Microsoft Office tools.
• Perform ad-hoc analysis and reporting tasks within Smart View for dynamic data exploration.
• Develop Business Rules using Calculation Manager to automate calculations and data validations.
• Utilize Business Rule Templates to streamline the creation of common calculation rules.
• Customize Business Rules to meet complex business logic and calculation requirements.
• Set up and manage the Approval Process to ensure data integrity and to facilitate controlled data submission workflows.
• Create and manage Task Lists to guide users through defined planning and forecasting processes.
• Generate financial reports using Hyperion Financial Reporting, including basic report creation and advanced formatting.
• Incorporate Supporting Details and Grids to enhance data transparency and provide actionable insights.