Oracle Hyperion Financial Management Administration

Course Name:

Oracle Hyperion Financial Management Administration

Course Number: O-HFM-A

Duration:

5 Days

Who Should Attend

System Administrators
Application Developers
Project Managers

IT Support

Prerequisites
Basic Microsoft Windows skills
Knowledge of spreadsheets
Working knowledge of accounting

Description
The Administrator Training for Oracle Hyperion Financial Management (HFM) is designed to guide
students through the typical steps required to build and administer HFM. Students will develop and
deploy HFM as an interactive case study that illustrates how to build a classic application and then
convert it to EPM thus addressing pertinent issues for both the administrator who is upgrading, and the
new implementer.
After a general overview of HFM and EPM Architecture, the course focuses on creating applications and
metadata. Fundamental metadata management techniques are introduced. Students then set up the
HFM dimensions. Hands-on workshops include defining applications and dimensions, maintaining
alternate hierarchies, attributes, and importing/exporting data using data files, forms and grids.
Designing and creating basic rules is then taught along with security. Currency translation, intercompany
reporting, process control, member and task lists are also addressed. Finally, building reports using
Smart View and Hyperion Financial Reports are taught using the interactive case study. The course
format consists of lecture plus exercises and workshops.

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Oracle Hyperion Financial Management Administration

Course Outline
HFM Overview
Overview
o HFM Data Flow
o HFM Task Flow
EPMA Overview
HFM Dimensions
Help Information
Best Practices
Dimension Build
Objectives
Financial Management Client Overview
Dimension Build Application Profile
Dimension Build Metadata Manager
o Build Scenario Dimension
o Build Entity Dimension
o Build Account Dimension
o Build Custom Dimensions
o Build Currencies & Other Metadata
Items
o Cell Text Labels
Dimension Build Metadata Driven
Members
(ICP & Value)
Best Practices
Manage Applications
Overview
Create an Application
o Create and Register an Application
Oracle Workspace
o Delete an Application from the Oracle
Workspace
Manage Security, Metadata and
Documents
o Overview
o Manage Security
o Manage Metadata
o Extract Security and Metadata
Best Practices

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Build Documents
Objectives
o Data Forms and Data Grids
Build Data Forms
Use Data Forms to View and Enter Data
o Data Forms Colors
o Enter and Save Data
o Spread Data for a Quarter
Build Data Grids
o Build a Data Grid
o Perform Admin Functions with Data Grids
Manage Ownership
Best Practices
Manage Rules & Data
Objectives
Rules
o Create Rules
o Define Routines
o Calculate() Routine
o Member Lists

Manage Data
o Overview
o Load Data
o Extract Data
o Copy Data
HFM Default Calculations
Overview
Intercompany Transactions
o View Intercompany Transactions
o Post Intercompany Transactions
o Report on Intercompany Transactions
o Run Matching Reports
o Load Intercompany Transaction Files
o Extract Intercompany Transaction Files
o Intercompany Transaction Security Roles
Best Practices

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Oracle Hyperion Financial Management Administration

Financial Reporting
Objectives
Smart View
o Smart View Ribbon
o Access HFM Data in Smart View
o HFM Ribbons
o Ad Hoc Reporting
o Free-Form Ad Hoc Spreadsheets
o Data Forms in Smart View
o Excel Formulas and Cell References
o Smart View Reports
o Smart Slices
o Query Designer
o Cascading Reports
Hyperion Financial Reporting
o Financial Reporting Studio
o Hyperion Financial Reporting (HFR)
Reports
o Create Books
o Create and Schedule Batches

Performance Management Architect

Objectives
Performance Management Architect Overview
Dimension Library
Convert HFM Classic Applications to EPMA
Application Library
Calculation Manager
Data Synchronization
Library Job Console
Application Upgrade
Performance Management Architect Utilities
Performance Management Architect Batch Client
Performance Management Architect File
Generator
ERPi Enterprise Resource Planning Integrator

Security
Overview
Application Security Considerations
Security Process Overview
Maintain HFM Security
Run Security Reports for HFM
Applications
o EPMA Security
Best Practices
Process Management
Objectives
Process Management Overview
Enable Process Management
Phased Submission
Set Up Phased Submissions
Process Unit Status
Validate Process Units
Process Units and the Review Cycle
Use Data Grids to Review Process Unit
History

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