HFM: Administrator (5 days)
System administrators and implementation consultants.
Learn how to create and manage applications using EPMA and/or Classic. Explore financial consolidation and 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.
Discover how to manage, maintain and update configurations and metadata to meet new requirements on an ongoing basis. Explore the close manager and how to work with the schedules and templates to provide a structured list of tasks.
Navigate and configure various application components and learn about the validation of metadata. Learn more about member attributes and understand the implications of working with dense and sparse dimensions to adopt best practice design.
Find out about balance sheet movements, supplemental data, intercompany processing and working with journals. Discover how to use life cycle management snapshots to migrate system artefacts. Attendees will also gain an in-depth understanding of consolidation, translation and how to manage entity ownerships.
Find out how to build efficient, effective and responsive applications and master the concepts behind writing multidimensional calculations. Discover how data from a variety of different sources can be transformed and loaded to FCCS applications using Data Management (FDMEE).
Attendees will also explore how to automate a wide variety of common tasks including the archive, backup and restore of applications, the import of data and running business rules using EPM Automate.
Audience: Implementation consultants, system administrators.
Duration: 5 days
On Demand self-paced training via our Keyteach partnership (click here for details)
Classroom: Public - Live Online (check current schedule)
Classroom: Private - In Person or Live Online (contact us to schedule)
Advanced preparation: None
Recommended CPE credits: 35 credits
Day 1: Overview, navigation, dimensionality and the end user process.
Day 2: EPMA 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.
• Logging onto the workspace
• Access & navigate HFM web
• HFM dimensions
• Introducing FDM
The End User Process
• Data forms overview
• Data grids overview
• Promoting a process unit
• Financial reports
• Working with books
Enterprise performance management architect (EPMA)
EPMA application building
Validation & deployment
Missing data as zero
Entity and ICP
Local and shared members
Viewing log files
Profiles and importing
• Static member lists
• Dynamic member lists
• Load and review data
• Load methods
• Creating data forms and linked forms
• Understanding data grids
• Design considerations for data grids
• Creating other documents
• Creating and maintaining task lists
• Entering exchange rates
• Value dimensions and custom combinations
• Intercompany setup
• Intercompany (IC) input & elimination
• ICP matching report
• Journal setup
• Creating and processing journals
• Journal reports
• Writing rules
• Calculation manager
• Creating basic rules
• Process control setup
• Phased submissions
Consolidation and Translation
• Running consolidations
• Value dimension review
• ‘On the Fly’ currency translations
• 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
• Smart view data forms
This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.