Hyperion Planning: Key User  (2 days)



Learning Objectives

Gain an understanding of the features and capabilities of Hyperion Planning and its relationship with Essbase. Learn about the planning cycle, run reports and create ad hoc queries with Smart View.

Course Description

Topics include: workspace navigation, data forms, entering and adjusting data in Hyperion Planning and SmartView, the Budget Review Cycle, task lists and basic reporting. In SmartView you will explore connection manager,
member selection and using data forms for entering, calculating and processing data. Attendees will also analyse data using the ad hoc features such as pivot, drill-down, keep only and remove only.

Course Information

Audience: 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, Entering / Loading and Adjusting Data.


Day 2: Budget Review Cycle, Overview of Calculations, Reports, Process Control and Smart View.

Detailed Agenda

Planning Overview 

• Introduction
• Navigation


The End User Process
• Logging into Hyperion Workspace
• Planning Interface
• Hyperion Workspace
• Entering and Adjusting Data using Data Forms 

• Running Business Rules
• Smart View Ad Hoc Analysis
• Approvals
• The Budget Review Cycle
• Process Management
• Task Lists
• Creating an LCM Extract


• Period, Year, Scenario & Versions

• Entities and Accounts
• Currencies and Exchange Rates


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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