Hyperion Planning Training

Duration of       Hours 


Duration time may vary depends on course progress


Hyperion Planning Training

Training Objectives of Hyperion Planning:

Oracle Hyperion Planning is one of the centralized, Web-based planning, budgeting and forecasting Tool that deploys Oracle’s Essbase as the data storage and Calculation device that drives integrated, collaborative, event-based planning processes throughout the enterprise for a wide range of financial and operational needs. With this Tool business managers can accumulate planning processes by arranging plans that are developed across the organization along familiar capacities such as cost centers, business entities, and charts of accounts.

Hyperion Planning is a budgeting and forecasting application from Oracle formerly owned by Hyperion Solutions Corporation which integrates financial and operational planning processes and improves business predictability. It provides an in-depth Analysis on business operations and its related impact on financials, by tightly coupling financial and operational planning models. Using this you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration.



Course Content

Planning Overview:

  • Oracle’s Enterprise Performance Management System

  • Oracle’s Business Intelligence Suite Enterprise Edition Plus

  • Architecture of Planning

  • Relationship Between Planning and Essbase

  • Navigation of Workspace

Creating Dimensions:

  • EPM Architect

  • Period, Scenario and Version Dimensions

  • Entity Dimensions

  • Account Dimensions

  • Custom Dimensions


  • Loading Data

  • Using Application Views

  • Deploying Applications

  • Setting Up Exchange Rates

Loading Data and Calculating Database:

  • Setting Up Data Loads and Calculating

  • Loading Data


  • Provisioning Users and Groups

  • Defining Access Levels

Designing Data Forms:

  • Creating Forms and Folders

  • Customizing

Entering Data:

  • In Planning

  • Using Smart View

  • Offline

Business Rules:

  • Creating Business Rules

  • Building Runtime Prompts

  • Adding Formulas

  • Managing Business Rules

Managing Plan Process:

  • Approval Process

  • Task Lists

Analyzing Planning Data:

  • Financial Reporting

  • Reports in Workspace

Working with Financial Controls:

  • About Financial Controls

  • Creating Controls Groups, Sections, and Questions

  • Deleting and Restoring Controls Groups, Sections, and Questions

  • Assigning Reviewer, Submitter, and Proxy Rights

  • Accessing Financial Controls

  • Selecting Application Settings for Financial Controls

Working with Import Scripts:

  • About Scripting in FDM

  • Working with Scripting Components

  • Creating Import Scripts

  • Assigning Import Scripts to Import Formats

  • Applying Scripting Functions to Import Scripts

  • Working with Temporary Variables

  • Manually Executing Custom Custom Web Scripts

Working with Import Integration Scripts:

  • About Import Integration Scripts

  • Creating Import Integration Scripts

  • Assigning Import Integration Scripts to Import Formats

Working with Event Scripts:

  • About Event Scripts

  • Creating Event Scripts

  • Changing Import Formats Dynamically

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