HFM: Enablement for Project Teams (2 days)
Project teams, stakeholders, managers.
Gain an understanding of HFM and explore the financial consolidation process within HFM.
This course covers everything project teams need to make a useful contribution to the design and implementation of a HFM application.
This course explores HFM dimensionality, how data is entered and loaded, consolidated, adjusted, translated and then analysed using Financial Reporting and ad hoc spreadsheet analysis within Smart View.Project teams will gain an appreciation of the various ways of loading data to HFM via FDMEE and Smart View. They will also learn about entering data and will explore both data grids and data forms to review and analyse data. This course examines the adjustment of data through the creation and management of journals.
Students will run matching reports to analyse any intercompany mismatches, review the consolidation process and learn how to sign off data through Process Control.
Audience: Project teams, managers, stakeholders.
Duration: 2 days
Classroom: Private - In Person or Live Online (contact us to schedule)
Advanced preparation: None
Recommended CPE credits: 14 credits
Day 1: Overview, navigation, dimensionality and entering data.
Day 2: Reports, consolidation, translation, process control and Smart View.
• Logging on to Workspace
• Access & navigate HFM web
• HFM dimensions
• Settng a Point of View (POV)
• Using task lists
• Loading ERP data to a target Oracle EPM application
• Analyzing data using data entry forms
• Entering data using data entry forms
• Understanding data grids
• Design considerations for data grids
• Intercompany (IC) input & elimination
• ICP matching report
• Creating journals
• Processing journals
• Journal reports
Consolidation and Translation
• Running consolidations
• Value dimension review
• Transferring ownership of data
• Running Financial Reports
• Embedding reports in Microsoft Office
Smart View Overview
• Smart View panel
• Smart View toolbar
• Member selection
• Ad Hoc Analysis
• Smart View options
• Writing functions
• Smart View data forms
This course is offered as private training only, 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.