LIT HFM Contents

Hyperion Financial Management

1.Introduction to Financial Management

·         About Enterprise Performance Management

2.HFM Basics

·         Dimensions

·         Define Application Profile

·         Create application

3.Loading Metadata from a File

·         About Metadata Load Files

·         Loading Metadata

·         Manage Metadata

·         Prepare own Metadata

4.Configuring Accounts and Custom Dimensions

·         About Accounts and Custom Dimensions

·         Setting Up Account Types and Hierarchies

·         Setting Up Accounts and Custom Dimensions

·         Intercompany Account and Other Account Properties

5.Setting Up Entities, Calendars, and Scenarios

·         Setting up Entities

·         Setting Up Calendars

·         Setting Up Scenarios

6.Loading Data

·         Loading Data Files

·         Extracting Data

·         Copying and Removing Data

7.Creating Tasklist and Data Forms

·         About Data Forms

·         Accessing the Form Builder

·         Defining the Point of View

·         Defining Columns and Rows

·         Setting Row and Column Options

·         Exporting Data to Spreadsheets

8.Entering Data Using Data Grids

·         About Data Grids and Accessing Data Grids

·         Changing the Grid Layout and Display

·         Selecting Members for Dimensions

·         Selecting Members

·         Saving Grid Settings

·         Entering Data and Filling Multiple Cells

·         Spreading and Calculating Data

·         Adding Cell Text and Line-Item Detail

9.Creating Member Lists in Financial Management

·         About Member Lists

·         System and User-Defined Member Lists

·         Creating Member Lists

·         Identifying Member Lists in a File

·         Creating Static Member Lists

·         Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions

·         Loading and Extracting Member Lists

10.Entering Intercompany Data

·         About Intercompany Transactions

·         Intercompany Account Balances

·         Elimination Process

·         Plug Accounts

·         Intercompany Eliminations and the Value Dimension

·         Setting Up Entities and Accounts for Intercompany Data

·         Creating and Running Intercompany Matching Reports

11.Adjusting Data with Journals

·         About Journals and Journal Benefits and Adjusting Data

·         Journals Review Process and the Value Dimension

·         Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry

·         Creating Journal Templates and Journal Balance Types

·         Creating Journals and Entering Journal Data

·         Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report

·         Setting Journal Report Properties and Selecting Columns and Filters

·         Saving Journal Reports Locally and Remotely

12.Running Consolidations and process management

·         Consolidation Process and Percentages

·         Entering Consolidation Information Using Ownership Management

·         Running Consolidations

·         Checking Consolidation Status

·         Data Translation

·         Entering Exchange Rates

13.Analyzing Data Using Smart View

·         About Smart View

·         Smart View Installation and Components

·         Connecting to a Data Source

·         Entering Data with Web Data Forms

·         Functions in Smart View

14.Rule

·         About Rules and Rules Syntax

·         Rule Types and Rules Files

·         Objects and Functions in Rules

·         Assigning Values to Accounts

·         Account Expressions

·         Setting Values for Multiple Accounts

·         Subcubes, Data Retrieval, and Rules

·         Loading and Extracting Rules