Hyperion Planning: Administrator (5 days)

Hyperion Planning: Administrator (5 days)


System Administrators

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 optimise databases.

Day summary

Day 1:

Navigation, EPM Architect, dimensions, app creation and deployment

Day 2:

Exchange rates, dense and sparse, calculating, Essbase optimisation, 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 course agenda / Justification for your manager


CPE Sponsors

Course title: Hyperion Planning: Administrator

Duration: 5 days

Audience: System Administrators

Pre-requisites: None

Delivery method: Classroom (group - live)

Advanced preparation: None

Recommended CPE credits: 35 credits - specialised knowledge and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Hyperion Planning: Administrator (5 days)
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