Overview of Hyperion Financial Management |
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- Explain financial reporting concepts
- Describe HFM structure and design concepts a high level
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Creating Applications -- Profile and Metadata -- Classic |
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- Create an application profile and application
- Create the application profile
- Manage, Load and Extract metadata
- Build a Chart of Accounts
- Describe and specify values for commonly used properties
- Describe and specify values for commonly used application settings
- Describe and implement dimensionality
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EPM Architect |
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- Explain advantages and disadvantages of using EPMA versus "classic" HFM
- Describe EPMA components
- Define and maintain dimensions using EPMA
- Create and maintain application using EPMA
- Deploy applications
- Use data synchronization to move data between EPMA-based applications Data Loading and Analysis
- Load data into an application with native format files
- Load data into an application using alternative approaches
- Copy and clear data from HFM application
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HFM Rules & Calculation Manager |
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- Create and maintain calculations in HFM
- Define and invoke subroutines
- Define and use variables
- Define and invoke functions
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Creating and Building Lists |
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- Create member lists.
- Use member lists.
- Load and Extract member lists.
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Shared Services |
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- Explain Security and Lifecycle Management
- Describe security structure (i.e. users/groups, roles, and classes) in HFM
- Provision users and groups
- Create and assign classes
- Manage users, groups and classes in a classic HFM application via extract/load
- Use Lifecycle Management Services to move artifacts from one application to another
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HFM Administration |
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- Copy classic HFM applications
- Perform application management tasks using the HFM Administration menu
- Implement process control
- Perform HFM tuning and optimization
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HFM End User Basics |
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- Use task lists
- Use data grids
- Use data entry forms
- Use Journals.
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HFM End User Advance Functions |
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- Implement intercompany reporting in HFM
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Financial Reporting Studio |
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- Explain and use the basic features of Financial Reporting Studio
- Explain and use relationship functions in report creation
- Use end user report functionality and features
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Supporting Tools of FM |
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- Financial Data Quality Management
- Other - Extended Analytics
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