How Can I Take this Course?
Keyteach provides flexible training options to suit your needs. Choose from globally scheduled instructor-led courses, private team classes, or our self-paced 'On Demand' training. The 'On Demand' option features a live hands-on lab for in-depth workshops and unlimited instructor support.
Would you like to arrange a private class for your team?
Keyteach provides the flexibility to deliver this instructor-led course on dates that suit your team’s schedule. Private classes, conducted live online with a remote instructor, require a minimum of two participants. Alternatively, we can arrange in-person training at your location upon request.
- HFM: Administrator Private Instructor-Led Training for Your Team $4,800.00 per person (min 2 attendees)
INSTANT ACCESS
- An immediate 'On Demand' subscription for you
- Instant access - start training today!
- 90 day course subscription
- Hands-on lab access for 28 days
- Unlimited instructor support
- Train anywhere, anytime at your convenience
PRE-PAID VOUCHERS
- 'On Demand' vouchers for you or your team to redeem later
- Voucher codes valid for 12 months
- 90 day course subscription
- Hands-on lab access for 28 days
- Unlimited instructor support
- Train anywhere, anytime at your convenience
Course Summary
Learn how to create and manage applications and explore financial consolidation. Manage the sign-off and review cycle with process control and phased submissions. Setup intercompany and understand the mechanics of intercompany processing and automatic elimination.
Audience
- System Administrators
- Implementation Consultants
Duration
- Instructor-led training: 5 days (35 CPE Credits)
- Self-paced on demand training: 90 days (No CPE Credits)
Course Description
The course addresses all aspects of system administration, maintenance and deployment. No prior knowledge is needed. Topics include the setup and navigation of the client and web interface, the creation of new applications and the 12 dimensions, member list creation, management of documents and task lists, financial rule-writing and calculation manager.
Further topics cover consolidation and translation, data adjustments with journals, intercompany setup, shared services and security design, life cycle management, reporting and the Microsoft Office add-in Smart View.
Learning Objectives
By the end of this course learners will be able to:
- Identify how to create and maintain HFM applications.
- Explain how to update existing metadata and how to configure system dimensionality.
- Recognize how dimensions and member hierarchies are used to structure and analyze data.
- Critique how Process Control can be used to review, validate and sign off data.
- Recall how Smart View can be used to perform ad-hoc data analysis.
- Implement individual user and group security settings through the use of Shared Services.
Course Agenda
Topics include the setup and navigation of the client and web interface, the creation of new applications and associated dimensions, member list creation, management of documents and task lists, financial rule writing and calculation manager, consolidation and translation, data adjustments with journals, intercompany setup, shared services and security design, life cycle management, reporting, the Microsoft Add-In Smart View.
Summary by Day:
Day 1: Overview, Navigation, Dimensionality and the End User Process.
Day 2: EPM Application Creation and Design.
Day 3: Data Loading, Document Management, Intercompany Setup.
Day 4: Journals, Financial Rules, Consolidation and Translation.
Day 5: Life Cycle Management, Security, Smart View
HFM Overview
• Logging onto the workspace
• Access & navigate HFM web
• HFM dimensions
• Introducing FDM
The End User Process
• Data forms overview
• Data grids overview
• Consolidating
• Promoting a process unit
• Financial reports
• Working with books
Application Build
• Enterprise performance management architect (EPMA)
• EPMA application building
• Validation & deployment
• Editing attributes
• Periods
• Scenarios
• Missing data as zero
• Accounts
• Currencies
• Entity and ICP
• Default settings
• Local and shared members
• Dimension associations
• Grid editor
• Multiple apps/products
• Viewing log files
• Profiles and importing
• Configurable dimensionality
Member Lists
• Static member lists
• Dynamic member lists
Loading Data
• Load and review data
• Load methods
Data Forms
• Creating data forms and linked forms
Data Grids
• Understanding data grids
• Design considerations for data grids
Other Documents
• Creating other documents
• Creating and maintaining task lists
Exchange Rates
• Entering exchange rates
• Value dimensions and custom combinations
Intercompany
• Intercompany setup
• Intercompany (IC) input & elimination
• ICP matching report
Journals
• Journal setup
• Creating and processing journals
• Journal reports
HFM Calculations
• Writing rules
• Calculation manager
• Creating basic rules
Process Control
• Process control setup
• Phased submissions
Consolidation and Translation
• Running consolidations
• Value dimension review
• Subcubes
• ‘On the Fly’ currency translations
HFM Portability
• Importing and extracting documents
• Lifecycle management (LCM)
Security Users, Groups & Classes
• User roles
• Creating users, groups and classes
• Provisioning user access
Smart View Overview
• Smart view panel and toolbar
• Member selection
• Ad hoc analysis
• Smart view options
• Writing functions
• HsSetValue
• Smart view data forms
National Association of State Boards of Accountancy (NASBA)
- Course title: HFM: Administrator
- Duration: 5 days
- Audience: System Administrators | Implementation Consultants
- Pre-requisites: None
- Delivery method: Group Live, Group Internet-Based
- Advanced preparation: None
- Recommended CPE credits:
Group Live and Group Internet-Based: 35 credits - computer software and applications
THERE ARE NO CPE CREDITS AVAILABLE FOR QAS SELF-STUDY DELIVERY METHOD - Programme level: Intermediate
Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
