How Can I Take this Course?
Keyteach provides flexible training options to suit your needs. Choose from 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.
- Hyperion Planning 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 Hyperion Planning applications, develop planning and budgeting models, load and manipulate data, create reports and ad hoc queries within a spreadsheet environment. This course is designed to meet the needs of system administrators from existing implementations as well as new rollouts.
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
This course is designed to meet the needs of system administrators from existing implementations as well as new rollouts. It is the essential starting point for creating or managing Planning applications. Key design considerations are explored and best practice is discussed for the build, maintenance and support of Planning applications. This course investigates system design, development and administration and explores how data is submitted, adjusted, reviewed and signed off.
The activities throughout the week help to build an understanding of how the system responds, and the attributes of the dimensions that underpin the applications.
Build metadata hierarchies and assign properties, you will see how to deploy and administer applications, build data forms, establish security, load data, create calculations and gain an understanding of the planning cycle. You will also get an introduction to Financial Reporting Studio and discover a variety of methods for using Smart View to report on Planning data. Topics related to Essbase are also covered where appropriate, with discussions regarding structure and how to optimise databases.
Learning Objectives
By the end of this course learners will be able to:
- Identify how to build and maintain Hyperion Planning applications and metadata
- Recall how Essbase stores data in both ASO and BSO cubes
- Differentiate between data load methods in the Workspace, FDMEE, Smart View and Essbase
- Explain how dimensions and member hierarchies are used to structure and analyze data
- Generate basic spreadsheets, reports and data forms
- Recognize how Business Rules support the financial planning process
Summary by Day
Day 1
- Overview of Planning
- Navigation
- Key Dimensions
- Application Creation and Deployment
Day 2
- Loading Exchange Rates through the Outline Load Utility
- Dense and Sparse Settings
- Calculating Database Size
- Essbase Optimisations
- Member Formulas
- Loading Data
- Task Automation
Day 3
- Security
- Substitution Variables
- Creating Data Forms
- Menus
- Smart Lists
- Text and Date Members
- Composite Forms
- Application Defaults
- Data Entry Techniques
Day 4
- Grid Diagnostics
- Cell History
- Calculation Scripts
- Calculation Order
- Controlling Calculation Scope
- Allocations
- Design Considerations
- Functions
- Ranges
- Approval Management
- Creating Task Lists
Day 5
- Lifecycle Management Extracts and Imports
- Smart View Connections
- Viewing Forms in Excel
- Ad Hoc Analysis
- Attribute Reporting
- Smart Slices
- Working Offline
- Financial Reporting Studio
- Creating Planning Reports
- Creating Essbase Reports
Course Agenda
Introduction
- Planning components and architecture
- Planning and Essbase – the relationship
- Multidimensionality
- Terminology and metadata relationships
Navigation
- Accessing the Workspace
- Reviewing details in the Essbase Administration Services Console (EAS)
Application Administration
- Exchange rates
- Calculating database size
- Data storage and Essbase optimisation
- MaxL task automation
- Loading data
- Security
- Substitution variables
- Application defaults
- Grid diagnostics and cell history
Member Formula and Business Rules / Calculation Script Creation
- Controlling calculation scope
- Allocations
- Approvals
Data Form Creation
- Simple and composite forms
- Validation rules
- Rolling forecasts
- Menus and task lists
Data Entry Techniques
- Ad Hoc data entry
- Supporting detail
- Comments & document attachments
Reporting
- Smart View panel
- Ad Hoc Analysis
- Attribute reporting
- Smart slices
- Working with forms in Smart View
- Working offline
- Financial Reporting
National Association of State Boards of Accountancy (NASBA)
- Course title: Hyperion Planning: Administrator
- Duration: 5 days
- Audience: System Administrators | Implementation Consultants | Report Developers
- Pre-requisites: None
- Delivery method: Group Live, Group Internet-Based and QAS Self-Study
- Advanced preparation: None
- Recommended CPE credits:
Group Live and Group Internet-Based: 35 credits - computer software and applications
QAS Self-Study: 35 credits - computer software and applications - 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
