This training program is designed to prepare the students for HFM, SmartView and Financial Reporting Developer. This training program provides detailed learning for HFM and reporting through SmartView and Financial Reporting. This course t…
4.8 · Rated by learners Certificate of completion
Duration
30 Hours
Mode
Live + Recorded
Level
Beginner → Pro
Language
English / Hindi
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Course overview
About the HFM and FCCS program.
This training program is designed to prepare the students for HFM, SmartView and Financial Reporting Developer. This training program provides detailed learning for HFM and reporting through SmartView and Financial Reporting. This course teaches you how to create and manage applications using Financial Management. You learn a single, systematic process for loading source data from disparate systems into target analytical applications. You create an application, enter data, and adjust and view data using data grids and data forms. You also enter and process journals and inter-company data, deploy rules, calculate and consolidate data, manage the review and approval process of financial data, and apply system security to Financial Management data. You will also learn how to create financial reporting and management reporting using SmartView.
Why learn with BISP
Trusted by professionals across 30+ countries.
Industry trainers
Certified consultants with 12+ years of real project experience.
Hands-on practice
Real-time scenarios & live project modules, not just slides.
Placement support
Resume building, mock interviews & job referrals.
Certification
BISP certificate + full guidance for official exams.
Course curriculum
Designed by real-time industry professionals around current job roles.
Financial Consolidation, Reporting, Analysis and Product Components
Financial Management Architecture
03Navigating in Financial Management4 topics
Financial Management Components
About Workspace and Workspace Navigation
Metadata and Dimensions
Setting the Point of View
04Managing Dimensions with BPM Architect8 topics
BPM Architect Dimension Library
Adding Dimensions to Master View
Creating Dimension Members
Property Value Inheritance
Creating Alternate Hierarchies
Managing Members
Creating Associations Between Dimensions
Setting Up Languages
05Loading Metadata from a File7 topics
About Metadata Load Files
Formatting Metadata Load Files
Setting Up Dimensions
Managing Languages
Loading Metadata
Viewing Job Status
Loading Metadata with Interface Tables
06Configuring Accounts and Custom Dimensions5 topics
About Accounts and Custom Dimensions
Setting Up Account Types and Hierarchies
Setting Up Accounts and Custom Dimensions
Auditing Account Data
Intercompany Account and Other Account Properties
07Setting Up Entities, Calendars, and Scenarios3 topics
Setting up Entities
Setting Up Calendars
Setting Up Scenarios
08Creating Application Views and Deploying Applications8 topics
Creating Application Views
Configuring Application Settings
Setting Document Attachment Limits
Configuring Hyperion FDM Drill Downs
Deploying Application Process
Comparing and Validating Application Views
Deploying Application Views
Viewing Job Status
09Loading Data7 topics
Data Load Files
Line-Item Detail Section
Changing Column Order
Loading Data Files
Extracting Data
Exporting Data with Extended Analytics
Copying and Removing Data
10Writing Rule Script8 topics
About Rules and Rules Syntax
Rule Types and Rules Files
Objects and Functions in Rules
Assigning Values to Accounts
Account Expressions
Setting Values for Multiple Accounts
Subcubes, Data Retrieval, and Rules
Loading and Extracting Rules
11Entering Data Using Data Grids16 topics
About Data Grids and Accessing Data Grids
Changing the Grid Layout and Display
Selecting Members for Dimensions
Selecting Members
Saving Grid Settings
Entering Data and Filling Multiple Cells
Spreading and Calculating Data
Adding Cell Text and Line-Item Detail
Creating Member Lists in Financial Management
About Member Lists
System and User-Defined Member Lists
Creating Member Lists
Identifying Member Lists in a File
Creating Static Member Lists
Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
Loading and Extracting Member Lists
12Provisioning Users, Groups and Assigning Access to Data and Documents9 topics
About Levels of Security
Provisioning User and Group Security
Application Settings for Security
Data Access and Document Access
Security Classes
Assigning Access to Security Classes
Running Security Reports
Security Load Files
Loading and Extracting Security
13Creating Data Forms6 topics
About Data Forms
Accessing the Form Builder
Defining the Point of View
Defining Columns and Rows
Setting Row and Column Options
Exporting Data to Spreadsheets
14Creating Task Lists in Financial Management5 topics
About Task Lists
Creating Task Lists
Adding Items to Task Lists
Organizing Task List Items
Managing Task Lists
15Entering Intercompany Data7 topics
About Intercompany Transactions
Intercompany Account Balances
Elimination Process
Plug Accounts
Intercompany Eliminations and the Value Dimension
Setting Up Entities and Accounts for Intercompany Data
Creating and Running Intercompany Matching Reports
16Adjusting Data with Journals8 topics
About Journals and Journal Benefits and Adjusting Data
Journals Review Process and the Value Dimension
Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
Creating Journal Templates and Journal Balance Types
Creating Journals and Entering Journal Data
Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report
Setting Journal Report Properties and Selecting Columns and Filters
Saving Journal Reports Locally and Remotely
17Running Consolidations8 topics
Consolidation Process and Percentages
Entering Consolidation Information Using Ownership Management
Running Consolidations
Checking Consolidation Status
Data Translation
Entering Exchange Rates
Organization by Period
Setting Up Organization by Period
18Managing the Review Cycle Using Process Management8 topics
About Process Control: Process Units and the Process States
Process Control Security Roles
Enabling Process Control and Phased Submissions
Accessing Process Units and Viewing Unit Status
Process Control Panel Display Options
Process Unit Validation and Validation Accounts
Review Cycle and Review History
Locking and Unlocking Data
19Sharing Data Using Data Synchronization6 topics
About Data Synchronization
Creating Mapping Tables
Creating Data Synchronizations
Filtering and Mapping Dimensions
Viewing Data Flows
Scheduling and Running Data Synchronizations
20Analyzing Data Using Smart View7 topics
About Smart View
Smart View Installation and Components
Connecting to a Data Source
About the Ad Hoc Analysis Tool: Adding Formulas and Formatting
Creating Free-Form Worksheets
Entering Data with Web Data Forms
Functions in Smart View
21Introduction to Financial Reporting8 topics
Financial Reporting Functionality
Financial Reporting Data Sources
Previewing Reports
Setting Preferences
Printing Reports and Snapshots
Designing Reports in Reporting Studio
Opening, Previewing, and Printing Reports from Reporting Studio
Integrating Reports into Microsoft Office Applications
22Creating Basic Reports6 topics
Reports of Creation Overview
Creating Reports and Grids
Selecting Members for Grids
Setting the Point of View
Adding Rows and Columns
Saving Reports
23Setting Up Report Details8 topics
Formatting Cells and Grids
Suppressing Data
Applying Conditional Formatting in Grids
Changing Page Settings
Displaying Detail
Changing Page Settings
Reports Objects Overview
Designing Headers and Footers
24Adding Text Functions5 topics
Text Functions Overview
Creating Dynamic Values with the Current Keyword
Displaying Row and Column IDs
Displaying Text Function Errors
Common Text Functions
25Adding Math Functions4 topics
Report Calculation Overview
Applying Mathematical Functions and Properties
Creating Formulas
Common Mathematical Functions
26Creating Books5 topics
Books Overview
Changing the Book POV
Creating Books in EPM Workspace
Modifying the Table of Contents
Previewing and Printing Books
27FCCS8 topics
Application overview and architecture
Creating FCCS Application
Working with Dimension
Import Metadata
Importing Data
Managing Forms
Managing Journals
Consolidate Data
Course details
Who it is for, what you need, and how it is delivered.
Who should learn HFM and FCCS?
Any graduate
Prerequisites
This certification training course does not presume or require any prior knowledge or prerequisites. However, basic knowledge of salesforce concepts be an added advantageous. We are recommending that students should have following: To be an administrative professional Should possess clear knowledge and grasp of salesforce concepts knowledge on SQL, HTML and JavaScript should be an added advantage
Delivery methodology
We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning to ensure a holistic understanding of the subject or course.
Class delivery
Live Interactive classes with expert
Certificate of completion
Earn an industry-recognised BISP Trainings certificate when you finish the course.
Yes. You may attend a demo class before enrollment for training quality evaluation, and interact one-to-one with the trainer for any specific requirement.
Can you schedule training as per my availability?
Yes. We discuss it with the trainer and schedule the training at a convenient time for you.
What if I miss a class?
You get the recorded session. You may also retake the whole training multiple times within a 6-month period with the same trainer.
Is there live project training?
Yes. The curriculum includes real-time scenarios and live project modules, with the trainer explaining every topic end-to-end.
How can I pay for the course?
Enroll securely via the payment gateway on this page using card, UPI or net-banking. EMI options are available.
More queries?
Call us at +91 769-409-5404 & +1 678-701-4914, or write to support@bisptrainings.com.
Call Us: +91 769-409-5404
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