Hyperion Planning: Administrator

(5 days)


System administrators.

Also available as


self-paced training via our Keyteach partnership.

Click here for details.

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Learning Objectives

Learn how to create and manage Hyperion Planning applications, develop planning and budgeting models, load and manipulate data, create reports and ad hoc queries within a spreadsheet environment.

Course Description

This course is designed to meet the needs of system administrators from existing implementations as well as new rollouts. It is the essential starting point for creating or managing Planning applications. Key design considerations are explored and best practice is discussed for the build, maintenance and support of Planning applications. This course investigates system design, development and administration and explores how data is submitted, adjusted, reviewed and signed off.


The activities throughout the week help to build an understanding of how the system responds, and the attributes of the dimensions that underpin the applications.


In addition to using EPMA to build metadata hierarchies and assign properties, you will see how to deploy and administer applications, build data forms, establish security, load data, create calculations and gain an understanding of the planning cycle. You will also get an introduction to Financial Reporting Studio and discover a variety of methods for using Smart View to report on Planning data. Topics related to Essbase are also covered where appropriate, with discussions regarding structure and how to optimize databases.

Course Information

Audience: System administrators

Duration: 5 days

Pre-requisites: None

Delivery method:

Advanced preparation: None

Recommended CPE credits: 35 credits

Day Summary

Day 1: Navigation, EPM Architect, dimensions, app creation and deployment.

Day 2: Exchange rates, dense and sparse, calculating, Essbase optimization, member formulas, loading data, FDMEE, task automation.


Day 3: Security, substitution variables, data forms, rolling forecasts, menus, smart lists, text and date members, composite forms, application defaults, data entry techniques.

Day 4: Grid diagnostics, cell history, calculation scripts, calculation order, controlling calculation scope, allocations, design considerations, functions, ranges, approval management, creating task lists.

Day 5: Life cycle management extracts and imports, Smart View connections, viewing forms in Excel, ad-hoc analysis, smart slices, working offline, financial reporting studio, creating Planning reports, creating Essbase reports.

Detailed Agenda


• Planning components and architecture

• Planning and Essbase – the Relationship

• Multidimensionality
• Terminology and metadata relationships



• Accessing the Workspace
• Reviewing details in the Essbase Administration Services Console (EAS)


EPM Architect

• Navigation and key components
• Dimension building
• Member and dimension properties
• Loading metadata from ADS files
• Key planning dimensions
• Custom dimensions
• Consolidation operators
• Attributes & UDAs
• Smart lists
• Creating, validating and deploying applications


Application Administration

• Exchange rates
• Calculating database size
• Data storage and Essbase optimization

• MaxL task automation
• Loading data
• Security

• Substitution variables
• Application defaults
• Grid diagnostics and cell history
• Member formula and business rules/


Calculation Script Creation
• Controlling calculation scope

• Allocations
• Approvals


Data Form Creation

• Simple and composite forms

• Validation rules
• Rolling forecasts
• Menus and task lists


Data Entry Techniques

• Ad Hoc data entry
• Supporting detail
• Comments & document attachments



• Smart View panel

• Ad Hoc Analysis
• Attribute reporting

• Smart slices

• Working with forms in Smart View

• Working offline
• Financial Reporting


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.​

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