HFM: Key User (2 days)
Learn about the dimensionality and functionality of financial consolidation within HFM from a user's perspective.
An overview of HFM covering everything that users need to know about HFM applications. The course explores HFM dimensionality, how data is input, consolidated, adjusted, translated and then analysed using standardised financial reporting and ad-hoc spreadsheet analysis. During the course, you'll explore the look, feel, and functionality of Financial Management, Hyperion Reporting and Smart View. Other topics include entering and loading data, creating and using task lists, creating journals and Intercompany transactions, undertaking consolidation and process control, creating basic reports and performing ad-hoc analysis in MS Excel.
Audience: Key users
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
• Setting 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 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.