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Oracle Hyperion Planning 11.1.2: Create & Manage A
Oracle Hyperion Planning 11.1.2: Create & Manage Applications培訓(xùn)
培訓(xùn)大綱：
1. Planning
Oracle''s Enterprise Performance Management System
Planning Features
Planning Architecture
Planning and Essbase
2. Navigating Workspace
Workspace
Launching Workspace
Opening Applications
Navigating in Planning
3. Dimensions
Methods for Creating Applications
Plan Types
Planning Dimensions
Data Block Creation Process
Aggregation, Storage, and Calculation Options
4. Managing Dimensions with Performance Management Architect
Navigating Performance Management Architect
Application Creation Process
Managing Dimensions
Creating Members in Dimension Library
Managing Members
Organizing Shared Library
Creating Aliases
Adding Currencies
5. Setting Up the Period, Year, Scenario, and Version Dimensions
Customizing Time Periods
Creating Scenarios
Creating Versions
6. Setting Up the Entity Dimension
Entities
Saving Dimensions
Adding and Modifying Entities
Deleting Entities
7. Setting Up the Account Dimension
Accounts
Account Types
Saved Assumptions
Data Types and Exchange Rate Types
Creating Account Hierarchies
Consolidation Order
Consolidation Order: Example
8. Creating User-Defined Elements
User-Defined Dimensions
Adding Attributes
Creating Member Formulas
Adding User-Defined Attributes
Working with Smart Lists
9. Loading Metadata from Files
Metadata Load Files
Formatting Metadata Load Files
Loading Metadata
ERP Integrator Metadata Load Process
Loading Metadata into Shared Library
10. Creating Applications
Application Creation Process
Application Criteria
Creating Applications with Application Creation Wizard
Adding Dimensions from Shared Library
Adjusting Performance Settings
Setting Up Data Type Evaluation Order
Activating Dimension Associations
11. Deploying Applications
Deployment Process
Validating Applications
Deploying Applications to a Planning Server
Redeploying Applications
Setting Planning Properties
12. Setting Up Exchange Rates
Currencies and Exchange Rates
Creating Exchange Rate Tables
Generating Currency Conversion Calculation Scripts
13. Provisioning Users and Groups for Planning
Planning Security
User and Group Provisioning
Setting Up Users and Groups
Printing Provisioning Reports
14. Creating Data Forms
Creating Simple and Composite Data Forms
Exporting and Importing Data Forms
Creating Formula Rows and Columns
Building Validation Rules
Processing Cells for Validation
Setting Up Custom Messaging
15. Entering Data in Planning
Navigating Data Forms
Submitting Data in Data Forms
Filtering Data
Sorting Data
Spreading Data
16. Adjusting and Annotating Plan Data
Adjusting Plan Data
Adding Annotations to Plan Data
Performing Ad Hoc Actions on Data Forms
Calculating Data in Data Forms
17. Managing Business Rules
Business Rules
Assigning Calculation Manager Security
Determining Calculation Requirements
Launching Calculation Manager
Setting Up Business Rules
Validating and Deploying Rules
Creating Business Rules from Templates
Creating and Deploying Rulesets
18. Creating Process Management Validation Rules
Building Process Management Validation Rules
Adding Process Management Validation Messages and Color Cues
Updating the Promotional Path with Process Management Validation Rules
Validation Rule Evaluation and Precedence
Verifying and Enabling Process Management Validation Rules
Attribute Based Process Management Validation Rules
19. Managing the Approval Process
Planning Unit Process States
Reviewer Actions
Impact of Entity Hierarchy on the Review Process
Managing the Review Cycle
Copying Data Between Versions
Copying Relational Data for Dimensional Hierarchies
Clearing Cell Details
20. Creating Task Lists
Task Lists
Navigating Task Lists in Basic Mode
Navigating Task Lists in Advanced Mode
Task List Creation Process
Printing Task List Reports
21. Migrating Applications and Artifacts
Lifecycle Management
Artifacts
Application and Artifact Migration Process
Migration Scenarios
Automating Migration Tasks
Running the Lifecycle Management Utility
Accessing and Viewing Migration Status Reports
Viewing Audit Reports
22. Setting Up Classic Applications
Classic Planning Application Set Up Process
Building Dimension Hierarchies
Setting Up Attributes
Creating Alias Tables
Smart List Creation Process
Setting Up UDAs
Loading Metadata and Data into Classic Applications
Exporting and Importing Data Forms
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	備案號：備案號:滬ICP備08026168號-1	.(2024年07月24日)....................
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