Hyperion Planning Training
Introduction to Hyperion Planning
Gain an overview of Hyperion Planning, a powerful planning, budgeting, and forecasting solution. Learn about its core features, benefits, and how it supports financial planning and analysis processes.
Hyperion Planning Architecture and Components
Explore the architecture of Hyperion Planning, including its key components such as the application server, database, and client tools. Understand how these components work together to facilitate planning and analysis.
Configuring Hyperion Planning Applications
Learn how to configure Hyperion Planning applications to align with your organization’s planning needs. Discover how to set up application environments, define metadata, and configure planning and budgeting parameters.
Data Integration and Loading
Explore methods for integrating and loading financial and operational data into Hyperion Planning. Learn about data import tools, data mapping, and ETL processes to ensure accurate and timely data in your planning applications.
Creating and Managing Planning Models
Understand how to create and manage planning models in Hyperion Planning. Learn about model types, structure, and how to design models that support your budgeting and forecasting processes.
Financial Planning and Forecasting
Discover how to perform financial planning and forecasting using Hyperion Planning. Learn about forecasting techniques, budget variance analysis, and how to generate financial reports and projections.
Creating and Managing Business Rules
Learn how to create and manage business rules in Hyperion Planning. Explore rule types, syntax, and how to develop custom rules to meet your financial planning and forecasting requirements.
Data Validation and Quality Control
Learn techniques for validating and ensuring the quality of data in Hyperion Planning. Explore data validation checks, error handling, and quality control measures to maintain data accuracy and integrity.
Security and Access Control
Understand the security features in Hyperion Planning to protect sensitive planning data and manage user access. Learn about user roles, permissions, and how to configure security settings to ensure data confidentiality.
Performance Optimization
Explore techniques for optimizing Hyperion Planning performance. Understand how to monitor system performance, tune configurations, and apply best practices to enhance the efficiency of planning processes.
Advanced Hyperion Planning Topics
Dive into advanced topics such as integration with other Hyperion products, multidimensional analysis, and advanced forecasting techniques. Learn how to leverage these advanced features to address complex planning and budgeting needs.
Hands-On Labs and Projects
Engage in hands-on labs and projects to apply your Hyperion Planning knowledge. Work on real-world scenarios to develop practical skills in configuring, managing, and optimizing Hyperion Planning for effective financial and operational planning.
Hyperion Planning syllabus
1: Hyperion Planning Overview
- Hyperion Planning Architecture
- Hyperion Essbase Analytical Server
- Hyperion Planning Server
- Web Server (Tomcat Server)
- Hyperion Planning Application Objectives
2: Setup Steps for New Application
- Hyperion Planning Application Setup
- Hyperion Planning Configuration with:
- Hyperion Essbase
- Oracle
- Planning Server
- Tomcat Server with Hyperion Planning Web-Based Application
- Create New Hyperion Planning Web-Based Application
- Create New Hyperion Planning Database (Plan Type)
3: Manage Web Forms
- Create New Web Form Folders
- Create New Web Forms
- Add, Edit, and Delete Web Forms
- Design New Data Web Forms with Wizard (Row, Column, POV, and Page Layout)
- Load Data into Planning Applications
- Dimension Members Selections with Functions
- Supporting Details
4: Dimensions
- Open Existing Dimensions
- Create New Dimensions
- Add, Edit, Move, Delete Members Under Dimensions
5: Users/Groups
- Create New Users
- Create New Groups
- Assign Users to Groups
6: Security Permissions
- None
- Read
- Write
- Assign Security Permissions to Dimension Members
- Assign Security Permissions to Web Forms
7: Alias Tables
- Create New Alias Tables
- Clear Data from Alias Tables
8: Manage Task Lists
- Creating Task Lists
- Task Lists Overview
- Navigating Task Lists
- Working with Task List Folders
- Building Task Lists
- Assigning Access to Task Lists
- Validating Task Lists
- Reporting on Task Lists
9: Manage Process
- Planning Units
- Plan Cycle
- Annotations
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