Hyperion Financial Management Training
Introduction to Hyperion Financial Management
Gain an overview of Hyperion Financial Management (HFM), a comprehensive financial consolidation and reporting solution. Learn about its core features, benefits, and how it supports financial consolidation, reporting, and compliance.
HFM Architecture and Components
Explore the architecture of HFM, including its key components such as the application server, database, and client tools. Understand how these components interact to facilitate financial consolidation and reporting.
Configuring HFM Applications
Learn how to configure HFM applications to meet organizational requirements. Discover how to set up application environments, define metadata, and configure data entry and reporting options.
Data Integration and Loading
Explore methods for integrating and loading financial data into HFM. Learn about data import tools, data mapping, and ETL processes to ensure accurate and consistent financial data in your applications.
Financial Consolidation and Reporting
Understand how to perform financial consolidation and generate reports in HFM. Learn about consolidation processes, intercompany eliminations, and how to create financial reports and analysis.
Creating and Managing Business Rules
Discover how to create and manage business rules in HFM. Learn about rule types, syntax, and how to develop custom rules to meet your financial reporting and consolidation needs.
Data Validation and Quality Control
Learn techniques for validating and ensuring the quality of financial data in HFM. Explore data validation checks, error handling, and quality control measures to maintain data integrity and compliance.
Security and Access Control
Learn about security features in HFM to protect financial data and control user access. Understand user roles, permissions, and security settings to ensure data confidentiality and regulatory compliance.
Performance Optimization
Explore techniques for optimizing HFM performance. Understand how to monitor system performance, tune configurations, and apply best practices to enhance data processing and reporting efficiency.
Advanced HFM Topics
Dive into advanced topics such as integration with other Hyperion products, multidimensional analysis, and custom reporting. Learn how to leverage advanced features to extend HFM capabilities and address complex financial management needs.
Hands-On Labs and Projects
Engage in hands-on labs and projects to apply your Hyperion Financial Management knowledge. Work on real-world scenarios to develop practical skills in configuring, managing, and optimizing HFM for effective financial consolidation and reporting.
Hyperion Financial Management syllabus
1: Introduction to Financial Management
- About Enterprise Performance Management
2: HFM Basics
- Dimensions
- Define Application Profile
- Create Application
3: Loading Metadata from a File
- About Metadata Load Files
- Loading Metadata
- Manage Metadata
- Prepare Own Metadata
4: Configuring Accounts and Custom Dimensions
- About Accounts and Custom Dimensions
- Setting Up Account Types and Hierarchies
- Setting Up Accounts and Custom Dimensions
- Intercompany Account and Other Account Properties
5: Setting Up Entities, Calendars, and Scenarios
- Setting Up Entities
- Setting Up Calendars
- Setting Up Scenarios
6: Loading Data
- Loading Data Files
- Extracting Data
- Copying and Removing Data
7: Creating Tasklists and Data Forms
- About Data Forms
- Accessing the Form Builder
- Defining the Point of View
- Defining Columns and Rows
- Setting Row and Column Options
- Exporting Data to Spreadsheets
8: Entering Data Using Data Grids
- About Data Grids and Accessing Data Grids
- Changing the Grid Layout and Display
- Selecting Members for Dimensions
- Selecting Members
- Saving Grid Settings
- Entering Data and Filling Multiple Cells
- Spreading and Calculating Data
- Adding Cell Text and Line-Item Detail
9: Creating Member Lists in Financial Management
- About Member Lists
- System and User-Defined Member Lists
- Creating Member Lists
- Identifying Member Lists in a File
- Creating Static Member Lists
- Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
- Loading and Extracting Member Lists
10: Entering Intercompany Data
- About Intercompany Transactions
- Intercompany Account Balances
- Elimination Process
- Plug Accounts
- Intercompany Eliminations and the Value Dimension
- Setting Up Entities and Accounts for Intercompany Data
- Creating and Running Intercompany Matching Reports
11: Adjusting Data with Journals
- About Journals and Journal Benefits and Adjusting Data
- Journals Review Process and the Value Dimension
- Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
- Creating Journal Templates and Journal Balance Types
- Creating Journals and Entering Journal Data
- Creating, Previewing, Running, and Viewing Adjustments with the Entity Details Report
- Setting Journal Report Properties and Selecting Columns and Filters
- Saving Journal Reports Locally and Remotely
12: Running Consolidations and Process Management
- Consolidation Process and Percentages
- Entering Consolidation Information Using Ownership Management
- Running Consolidations
- Checking Consolidation Status
- Data Translation
- Entering Exchange Rates
13: Analyzing Data Using Smart View
- About Smart View
- Smart View Installation and Components
- Connecting to a Data Source
- Entering Data with Web Data Forms
- Functions in Smart View
14: Rules
- About Rules and Rules Syntax
- Rule Types and Rules Files
- Objects and Functions in Rules
- Assigning Values to Accounts
- Account Expressions
- Setting Values for Multiple Accounts
- Subcubes, Data Retrieval, and Rules
- Loading and Extracting Rules
Training
Basic Level Training
Duration : 1 Month
Advanced Level Training
Duration : 1 Month
Project Level Training
Duration : 1 Month
Total Training Period
Duration : 3 Months
Course Mode :
Available Online / Offline
Course Fees :
Please contact the office for details