Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5 Course Overview

Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5 Course Overview

The Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5 course is an extensive training program designed to equip learners with the knowledge and skills necessary to create and manage applications using Oracle Hyperion Planning. This course covers a broad range of topics, from understanding the planning architecture and navigating the workspace to setting up various dimensions, managing data, and enhancing forms for data entry.

Throughout the course, participants will learn how to navigate and utilize the features of Oracle Hyperion Planning, manage dimensions and metadata, create user-defined elements, load data, and set up security measures. The course also delves into creating business rules, managing the approval process, and creating task lists, enabling learners to efficiently manage the planning process within an organization.

By the end of the course, students will have a comprehensive understanding of how to implement and manage a Hyperion Planning application, making them valuable assets in the field of enterprise performance management. The course is structured to provide hands-on experience, ensuring that learners can apply the knowledge in real-world scenarios. This training is essential for professionals seeking to enhance their skills in financial planning and analysis using Oracle's robust planning solution.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 40 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To successfully undertake training in the Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5 course, learners should have the following minimum prerequisites:


  • Basic understanding of database concepts and structures
  • Familiarity with financial budgeting and forecasting processes
  • Working knowledge of Microsoft Windows and Office applications, particularly Excel
  • Awareness of the general principles of computer navigation and operations
  • An understanding of multidimensional data storage and management, though not mandatory, would be beneficial

Please note that while these prerequisites provide a foundation for the course, individuals with a strong willingness to learn and adapt can also benefit from the training. Our instructors are skilled at delivering content that is accessible to learners with varying levels of prior knowledge.


Target Audience for Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5

The Oracle Hyperion Planning 11.1.2 course is designed for professionals managing business finance processes and systems.


Target audience for the course includes:


  • Financial Analysts
  • Budget Managers
  • Financial Controllers
  • Business Intelligence Professionals
  • EPM (Enterprise Performance Management) Administrators
  • System Administrators
  • Finance Managers
  • Performance Management Architects
  • Technical Consultants specializing in finance or EPM
  • IT Support Engineers focusing on financial systems
  • Financial Planning & Analysis (FP&A) staff
  • Financial Systems Analysts
  • Accountants with a focus on budgeting and forecasting


Learning Objectives - What you will Learn in this Oracle Hyperion Planning 11.1.2: Create & Manage Applications Ed 5?

Introduction to Learning Outcomes

This Oracle Hyperion Planning 11.1.2 course equips learners with the skills to create and manage complex planning applications, ensuring comprehensive mastery of the software's architecture, features, and functionalities.

Learning Objectives and Outcomes

  • Understand the architecture of Oracle Hyperion Planning and its integration with Essbase and Oracle's EPM system.
  • Navigate effectively through the Planning Workspace and utilize the Simplified Interface for application management.
  • Define and manage Planning dimensions, plan types, and understand the data block creation process, including aggregation, storage, and calculation options.
  • Utilize Performance Management Architect (PMA) to manage dimensions and create robust applications with multiple plan types.
  • Set up period, year, scenario, and version dimensions to support corporate planning cycles and reporting requirements.
  • Configure the entity dimension, manage hierarchies, and understand the effects of entity structures on planning and consolidation.
  • Establish scenarios and versions, ensuring flexibility for actuals, forecasts, and various planning scenarios.
  • Create and manage account dimension hierarchies, understand data types, exchange rate types, and their impact on financial consolidations.
  • Design and implement user-defined elements, such as attributes, Smart Lists, member formulas, and leverage Smart View for Excel integration.
  • Load and manage metadata and application data efficiently, leveraging tools like FDMEE for integration with source systems.
  • Implement security controls to manage user access and permissions, ensuring data integrity and compliance.
  • Develop and enhance data entry forms, optimizing user experience and supporting detailed data analysis and input.
  • Enable data analysis through the creation of ad hoc grids, annotation of plan data, and utilization of business rules for automated calculations.
  • Manage the approval process for planning submissions, including setting up the approvals dashboard and managing the review cycle.
  • Create and manage task lists to streamline planning processes and improve user task management and accountability.