Live online batches across IST, EST & GST — learners in 189+ countries

India +91 769-409-5404
0 Cart
Home› Courses› Oracle› HFM
Oracle Upskill with BISP Powered By AI

HFM

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

AI practice, included with this course

Rehearse the interview and test yourself before the real thing.

AI powered

AI mock interview

Answer role-based questions out loud, then read the report on how you did. Five attempts come with the course.

Unlocked on enrolFree5 AI mock interviewsEach one scored, with a written report you can actually act on.Included in the course fee

AI MCQ assessment

A fresh 40-question assessment is written each time you start — 200 questions across the module, with the reasoning behind every answer.

Unlocked on enrolFree5 practice assessments40 questions each, 200 across the module — every answer explained.Included in the course fee

Scores and reports

Every attempt is kept in your dashboard, so you can see which topics improved and which still need work.

Unlocked on enrolFreeYour progress, trackedEvery attempt kept, so you can see exactly what improved.Yours from day one
Available in your student dashboard as soon as you enrol — no extra charge, nothing to install.
LEARN. PRACTISE. EXPLAIN.

Turn the curriculum
into your next skill.

Explore what this course covers, try a learning preview and choose the practice you need.

01

What you'll practise

  • About Enterprise Performance Management
  • Financial Management Solution
  • Financial Consolidation, Reporting, Analysis and Product Components
  • Financial Management Architecture
Discuss the curriculum ↗
02

Prepare with AI feedback

Practise explaining your knowledge. Review the interview feedback, revisit a topic and try again.

Try the public interview to experience the format before choosing a paid option.

Try an AI interview ↗
Compare what's included and what's optional

Live training includes the AI practice described above. The AI interview add-on provides extra attempts; other add-ons are selected separately.

OptionWhat's providedAccess / planPrice
Live Interactive ClassesTraining optionInstructor-led live sessions with recordings, hands-on assignments and a completion certificate.1 year$498
MCQsOptional add-onPractice MCQ sets for this course, scored instantly, in your dashboard.2-month subscription$2
MCQsOptional add-onPractice MCQ sets for this course, scored instantly, in your dashboard.1 year$4
AI Based Mock Interview PreparationOptional add-onFive extra AI mock interviews, each with a written feedback report.2-month subscription$32
AI Based Mock Interview PreparationOptional add-onFive extra AI mock interviews, each with a written feedback report.1 year$81

USD prices are all inclusive. Choose your options in Build your plan; checkout confirms the final total.

Course overview

About the HFM 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.

Download curriculum (PDF)
26 modules 171 topics
01 Introduction to Financial Management 4 topics
  • About Enterprise Performance Management
  • Financial Management Solution
  • Financial Consolidation, Reporting, Analysis and Product Components
  • Financial Management Architecture
02 Navigating in Financial Management 4 topics
  • Financial Management Components
  • About Workspace and Workspace Navigation
  • Metadata and Dimensions
  • Setting the Point of View
03 Managing Dimensions with BPM Architect 8 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
04 Loading Metadata from a File 7 topics
  • About Metadata Load Files
  • Formatting Metadata Load Files
  • Setting Up Dimensions
  • Managing Languages
  • Loading Metadata
  • Viewing Job Status
  • Loading Metadata with Interface Tables
05 Configuring Accounts and Custom Dimensions 5 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
06 Setting Up Entities, Calendars, and Scenarios 3 topics
  • Setting up Entities
  • Setting Up Calendars
  • Setting Up Scenarios
07 Creating Application Views and Deploying Applications 8 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
08 Loading Data 7 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
09 Writing Rule Script 8 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
10 Entering Data Using Data Grids 16 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
11 Provisioning Users, Groups and Assigning Access to Data and Documents 9 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
12 Creating Data Forms 6 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
13 Creating Task Lists in Financial Management 5 topics
  • About Task Lists
  • Creating Task Lists
  • Adding Items to Task Lists
  • Organizing Task List Items
  • Managing Task Lists
14 Entering Intercompany Data 7 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
15 Adjusting Data with Journals 8 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
16 Running Consolidations 8 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
17 Managing the Review Cycle Using Process Management 8 topics
  • About Process Control: Process Units and 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
18 Sharing Data Using Data Synchronization 6 topics
  • About Data Synchronization
  • Creating Mapping Tables
  • Creating Data Synchronizations
  • Filtering and Mapping Dimensions
  • Viewing Data Flows
  • Scheduling and Running Data Synchronizations
19 Analyzing Data Using Smart View 7 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
20 Introduction to Financial Reporting 8 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
21 Creating Basic Reports 6 topics
  • Reports Creation Overview
  • Creating Reports and Grids
  • Selecting Members for Grids
  • Setting the Point of View
  • Adding Rows and Columns
  • Saving Reports
22 Setting Up Report Details 8 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
23 Adding Text Functions 5 topics
  • Text Functions Overview
  • Creating Dynamic Values with the Current Keyword
  • Displaying Row and Column IDs
  • Displaying Text Function Errors
  • Common Text Functions
24 Adding Math Functions 4 topics
  • Report Calculation Overview
  • Applying Mathematical Functions and Properties
  • Creating Formulas
  • Common Mathematical Functions
25 Creating Books 5 topics
  • Books Overview
  • Changing the Book POV
  • Creating Books in EPM Workspace
  • Modifying the Table of Contents
  • Previewing and Printing Books
26 FCCS 1 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?

Any graduate

Reporting Professionals

Prerequisites

You’ll learn how to create and manage applications, load data, define rules, reports, etc., using Financial Management

  1. Knowledge in finance
  2. Knowledge of oracle data base
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.

BISP Trainings Certificate of Completion
  • Verifiable certificate with a unique ID
  • Shareable on LinkedIn & your resume
  • Recognised by our hiring partners

Frequently asked questions

Everything you need before you enroll.

Can I attend a demo session before enrollment?

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, or write to support@bisptrainings.com.

Case studies & learning PDFs

Free Oracle resources to explore.

PDFAn Overview of Oracle Hyperion Planning PDFBasics of Hyperion Essbase PDFBUILDING FINANCIAL DATA MODEL_ODI 11g CASE STUDY PDFBuilding Financial Report and Dashboard Using OBIEE-Guide PDFCalculating the Tax Inclusive Amount for income and expense_Case Study PDFCalculating the Tax Inclusive Amount for income and expense-Essbase case study

Relevant courses

Learners who took this also explored these.

Mastering HFM Rules

Mastering HFM Rules

$498View →
Oracle Data Relationship Management DRM

Oracle Data Relationship Management DRM

$498View →
FDMEE

FDMEE

$498View →
OBIA

OBIA

$498View →
PBCS and EPBCS

PBCS and EPBCS

$498View →
HFM and FCCS

HFM and FCCS

$498View →

Not sure if this course is right for you?

Book a free 1-on-1 counselling call and get a personalised learning roadmap.

Book free trial →
Chat on WhatsApp