Detailed Course Outline
Introduction to Financial Management
- Oracle’s Enterprise Performance Management System
- Benefits of Financial Management
- Financial Consolidation, Reporting, and Analysis
- Financial Management Architecture Product Components
- Financial Management Business Process
- Related Oracle Hyperion Products
Navigating Financial Management
- Metadata
- Dimensions
- Financial Management Components
- Workspace Overview
- Logging On to Workspace
- Opening Applications
- Selecting Members
Entering Data in Data Grids
- Data Grids Overview
- Accessing Data Grids
- Changing the Grid Layout and Display
- Selecting Members for Dimensions
- Managing Data Grid Settings
- Adding Cell Text and Custom Documents
- Adding Line-Item Detail
- Retrieving Data from FDM
Loading and Extracting Data
- Data Load and Extract Methods
- Data Load Text Files
- Loading Data from Files
- Extracting Data
- Copying Data
- Removing Data
- Transferring Data
Entering Data in Data Forms
- About Data Forms
- Entering Data
- Calculating Data
- Adding Cell Text and Documents
- Adding and Viewing Line-Item Details
- Accessing Linked Forms
- Adding Members to Data Forms
Adjusting Data with Journals
- Journals Overview
- Viewing Automated Consolidated Journals
- Creating Parent and Contribution Adjustments
- Opening and Closing Periods for Journal Entries
- Journal Creation Process
- Creating Journal Templates
- Setting the Point of View
- Creating Journals
Processing and Reporting Journals
- Journal Review Process Overview
- Managing Journals
- Viewing Journal Adjustments
- Creating, Previewing, Saving, and Printing Journal Reports
- Formatting Journal Reports with Oracle BI Publisher
Eliminating Intercompany Balances
- Intercompany Transactions Overview
- Creating Intercompany Reports
- Formatting Intercompany Reports with Oracle BI Publisher
- Sending Email Alerts from an Intercompany Report
Running Consolidations
- Financial Management Business Process
- Consolidation Overview
- Checking Calculation Status
- Translating Financial Data
Managing the Review Cycle with Process Management
- Process Management Overview
- Viewing Process Unit Status
- About Validating Process Units
- Calculating and Consolidating Data
- Moving Process Units Through the Review Cycle
- Managing Process Unit States in Data Grids
Analyzing Data with Smart View
- Smart View Overview
- Accessing the Smart View Ribbon
- Connecting to Data Sources
- Specifying Smart View Options
- Viewing and Analyzing Data Using Ad Hoc Analysis
- Opening Data Forms and Grids in Smart View
- Submitting and Calculating Data
Navigating Financial Reports in Workspace
- Navigating Financial Reporting
- Setting Preferences
- Browsing the Repository
- Searching for Items
- Previewing Reports
- Changing the User Point of View
Navigating Financial Reporting Studio
- Logging On to Reporting Studio
- Opening Reports
- Previewing and Printing Reports
Creating Basic Reports
- Report Creation Overview
- Creating Reports
- Selecting Members for Rows and Columns
- Setting the Point of Setting the Point of View
- Adding Rows or Columns
- Saving Reports
Formatting Cells and Grids
- Formatting Cells
- Formatting Grids
- Suppressing Data
- Applying Conditional Formatting in Grids
- Setting Up Pages
Creating Report Objects
- Report Objects Overvie
- Creating Text Boxes
- Adding Images
- Saving and Linking Report Objects
- Inserting Saved Report Objects
- Linked Object Properties
- Designing Headers and Footers
Adding Text Functions
- Text Functions Overview
- Inserting Text Functions in Text Boxes
- Inserting Text Functions in Headings and Text Cells
- Creating Dynamic Values with the Current Keyword
- Displaying the Row and Column IDs
- Displaying Text Function Errors
- Displaying Text Function Errors
- Common Text Functions
Creating Books with Multiple Reports
- Books Overview
- Previewing and Printing Books
- Changing the Book POV
- Importing Files into the Repository
- Creating Books
- Include Related Content in Books
- Changing the Appearance of Books