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Oracle Hyperion Smart View 11.1.2 for Planning Ed 2 Course Overview

Oracle Hyperion Smart View 11.1.2 for Planning Ed 2 Course Overview

The Oracle Hyperion Smart View 11.1.2 for Planning Ed 2 course is a comprehensive training program designed for users who interact with Oracle Hyperion Planning through the Smart View add-in for Microsoft Office. It provides an in-depth understanding of how to use Smart View with Hyperion Planning to manage financial planning and analysis within organizations.

Participants will learn how to navigate Smart View, connect to data sources, manage data in forms, and leverage predictive planning features. The course also covers ad hoc analysis tools, managing the approval process, and handling task lists effectively. By integrating with source systems, users can view planning data, enter adjustments, and submit data within Excel, enhancing productivity and decision-making capabilities.

Upon completion, learners will be equipped with the skills to streamline planning processes, predict future trends, and collaborate efficiently using Smart View. The course's hands-on approach, with a mix of lessons on architecture, Excel interface, and business processes, ensures users can apply their knowledge directly to real-world scenarios.

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 : 8 Hours)
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Classroom Training price is on request

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Course Prerequisites

To ensure a successful learning experience in the Oracle Hyperion Smart View 11.1.2 for Planning Ed 2 course, participants should come equipped with the following minimum prerequisites:


  • Basic understanding of financial forecasting, budgeting, and reporting processes.
  • Fundamental knowledge of Excel, including familiarity with formulas, functions, and spreadsheet navigation.
  • Experience with electronic spreadsheets for financial data analysis is highly beneficial.
  • Exposure to or background in Oracle Hyperion Planning is advantageous, but not strictly necessary.
  • General computer literacy and proficiency in using Windows-based applications.
  • Enthusiasm for learning new technology applications within financial planning and analysis contexts.

Please note that while prior experience with Oracle Hyperion Planning or similar Enterprise Performance Management (EPM) software can be helpful, it is not a mandatory requirement for this course. The training is designed to guide you through the necessary concepts and tools, starting with the basics.


Target Audience for Oracle Hyperion Smart View 11.1.2 for Planning Ed 2

Oracle Hyperion Smart View 11.1.2 for Planning Ed 2 is a specialized course designed for professionals involved in financial planning and analysis.


  • Financial Analysts
  • Budget Analysts
  • FP&A Managers
  • Business Intelligence Professionals
  • Financial Controllers
  • Finance Managers
  • IT Professionals supporting finance teams
  • Business Process Owners
  • Data Analysts
  • Financial Reporting Specialists
  • ERP Specialists with a focus on financial modules
  • Hyperion Planning Implementation Consultants
  • End Users of Oracle Hyperion Planning software


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

Learning Outcomes Introduction:

Gain proficiency in Oracle Hyperion Smart View 11.1.2 for Planning to enhance data analysis, manage financial planning processes, and integrate with Excel for dynamic reporting and forecasting.

Learning Objectives and Outcomes:

  • Understand the fundamental concepts of Oracle Hyperion Planning and how Smart View supports financial planning and analysis.
  • Learn the architecture and features of Smart View, including its integration capabilities with various source systems.
  • Acquire skills to navigate the Smart View Excel interface, establish connections with data sources, and customize Smart View options to suit workflow requirements.
  • Master the management of data within forms, including data entry, adjustments, annotations, and performing calculations within Excel.
  • Gain the ability to monitor and submit planning jobs effectively through the Job Console in Smart View.
  • Explore the functionalities of Predictive Planning, running predictions, analyzing results, and integrating them into planning forms.
  • Develop expertise in performing ad hoc analysis using Smart View tools, such as selecting members, formatting grids, and creating dynamic reports.
  • Learn to navigate and manage the planning approval process, including validation, error resolution, and adjusting planning unit statuses.
  • Understand how to manage and execute task lists, import them into Microsoft Outlook, and generate task-related reports.
  • Enhance reporting skills by learning to embed Smart View data into Microsoft Word and PowerPoint for comprehensive presentations.