HFM: Key User (2 days)
Audience
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
FDMEE
• 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
• Intercompany (IC) input & elimination
• ICP matching report
Journals
• 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
Register
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.
