HFM: Key User  (2 days)


Key users.

Learning Objectives

Learn about the dimensionality and functionality of financial consolidation within HFM from a user's perspective.

Course Description

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.

Course Information

Audience: Key users

Duration: 2 days

Pre-requisites: None

Delivery method: 

  • Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 14 credits

Day Summary

Day 1: Overview, navigation, dimensionality and entering data.


Day 2: Reports, consolidation, translation, process control and Smart View.

Detailed Agenda

HFM Overview

• Logging on to Workspace
• Access & navigate HFM Web

• HFM dimensions
• Setting a Point of View (POV)


Task Lists

• Using task lists



• Loading ERP data to a target Oracle EPM application


Data Forms

• Analyzing data using data entry forms

• Entering data using data entry forms


Data Grids

• 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


Process Control

• Transferring ownership of data


Financial Reporting

• 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
• HsSetValue
• 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.​

Color logo - no background.png