Introduction to Hyperion Planning

  • Introduction to Planning Tool
  • Applications and Plan Types Defined
  • Planning Dimensions
  • Advantages of Planning tool
  • Planning Architecture

Workspace and Planning Application

  • Introduction and Navigating to Workspace
  • Introduction to Planning Web Client in End User Perspective
  • Creating Classic Planning Application
  • Creating Inbuilt and user-defined Dimensions
  • Introduction to Outline Load Utility
  • Loading Metadata to Planning Application from Flat files using Outline Load Utility
  • Deploying Planning Application to EAS Console
  • Loading Fact Data using Rule Files in EAS Console

Data Forms

  • Data Forms Introduction
  • Create a Data Form
  • Create a Composite Data Form
  • Manage the Data Form
  • Custom Menus
  • Assigning Menu to a Data Form

Creating Business Rules

  • Business Rules Overview
  • Calculation Manager Overview
  • Business Rules Creation Process
  • Calculation Manager Security
  • Setting Up Business Rules
  • Validating, Deploying, and Launching Business Rules
  • Creating Variables and Runtime Prompt Variables
  • Creating Formulas
  • Adding Conditional Statements
  • Creating Member Ranges

Manage Security

  • Create a Native Group and User
  • User Authentication and Authorization
  • for Planning Applications
  • Refresh Security to Essbase
  • Assigning Provisioning to Groups

WorkFlow Management and Task Lists

  • Work Flow with Live Example
  • Creation of Task Lists with Real-Time Scenarios

Administration and Advanced Topics

  • Planning Administration
  • Introduction to EPMA
  • Deployment of EPMA Application to EAS Console
  • Introduction to Workforce and Capex Planning
  • Design and Optimization of Planning Applications (Performance Issues)