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About Course:

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 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.


Duration : 30 hours


Fee: 498


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Includes
  • 24 hours on-demand video
  • Articles
  • Coding Exercises
  • Full lifetime access
  • Certificate of Completion

Module of Training

LIVE ONLINE TRAINING


Live presentation of theory, demonstration of tool, features & tasks

We are connecting Online via Goto Meeting

Get practice environment for practical & hands-on Training curriculum has been designed by real-time industry professionals & real-time scenarios training pattern

CORPORATE TRAINING


Learn as per day-wise & customized schedule with discussions & lab exercises included

One to one or Batch-wise interactive demonstration of a tool, features and 100% practical classes

World-class learning material & case studies for the course

Completely customizable course content & schedule as per convenience

Certification guidance provided if necessary

Curriculum

Hyperion Financial Management SmartView + FCCS

Introduction to Financial Management

  • About Enterprise Performance Management
  • Financial Management Solution
  • Financial Consolidation, Reporting, Analysis and Product Components
  • Financial Management Architecture

Navigating in Financial Management

  • Financial Management Components
  • About Workspace and Workspace Navigation
  • Metadata and Dimensions
  • Setting the Point of View

Managing Dimensions with BPM Architect

  • 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

Loading Metadata from a File

  • About Metadata Load Files
  • Formatting Metadata Load Files
  • Setting Up Dimensions
  • Managing Languages
  • Loading Metadata
  • Viewing Job Status
  • Loading Metadata with Interface Tables

Configuring Accounts and Custom Dimensions

  • 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

Setting Up Entities, Calendars, and Scenarios

  • Setting up Entities
  • Setting Up Calendars
  • Setting Up Scenarios

Creating Application Views and Deploying Applications

  • 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

Loading Data

  • Data Load Files
  • Line-Item Detail Section
  • Changing Column Order
  • Loading Data Files
  • Extracting Data
  • Exporting Data with Extended Analytics
  • Copying and Removing Data

Writing Rule Script

  • 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

Entering Data Using Data Grids

  • 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

Provisioning Users, Groups and Assigning Access to Data and Documents

  • 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

Creating Data Forms

  • 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

Creating Task Lists in Financial Management

  • About Task Lists
  • Creating Task Lists
  • Adding Items to Task Lists
  • Organizing Task List Items
  • Managing Task Lists

Entering Intercompany Data

  • 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

Adjusting Data with Journals

  • 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

Running Consolidations

  • 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

Managing the Review Cycle Using Process Management

  • 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

Sharing Data Using Data Synchronization

  • About Data Synchronization
  • Creating Mapping Tables
  • Creating Data Synchronizations
  • Filtering and Mapping Dimensions
  • Viewing Data Flows
  • Scheduling and Running Data Synchronizations

Analyzing Data Using Smart View

  • 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

Introduction to Financial Reporting

  • 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

Creating Basic Reports

  • Reports Creation Overview
  • Creating Reports and Grids
  • Selecting Members for Grids
  • Setting the Point of View
  • Adding Rows and Columns
  • Saving Reports

Setting Up Report Details

  • 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

Adding Text Functions

  • Text Functions Overview
  • Creating Dynamic Values with the Current Keyword
  • Displaying Row and Column IDs
  • Displaying Text Function Errors
  • Common Text Functions

Adding Math Functions

  • Report Calculation Overview
  • Applying Mathematical Functions and Properties
  • Creating Formulas
  • Common Mathematical Functions

Creating Books

  • Books Overview
  • Changing the Book POV
  • Creating Books in EPM Workspace
  • Modifying the Table of Contents
  • Previewing and Printing Books

FCCS

    • Application Overview and Architecture
    • Creating FCCS Application
    • Working with Dimension
    • Import Metadata
    • Importing Data
    • Managing Forms
    • Managing Journals
    • Consolidate Data

Who should Learn HFM?

Any graduate

Reporting Professionals

Prerequisite to learn HFM

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 used to deliver the HFM

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

HFM FAQ

Question: Can I attend the Demo session before enrollment?

Answer: Yes, you may attend the Demo class before enrollment for training Quality Evaluation. You can also Interact with a trainer as one to one session for a specific requirement or discussion

Question: Can you schedule the training based upon my availability?

Answer: Yes, we need to discuss it with a trainer, accordingly, we can schedule training at a convenient time.

Question: How I can pay for the course?

Answer: You can pay the fee or enroll yourself via payment gateway through the course page, make an online payment using various options.

Question: What if I missed any class?

Answer: BISP has a missing class policy. If you missed any session, we will be sharing a recorded session. However, you may retake whole training multiple times within 6 month period but the trainer is the same.

Question: Is there any live project training along with regular training?

Answer: Our training curriculum includes real-time scenarios and lives project working module & the trainer explains every topic with examples. If you have any issue or you are stuck in any scenario the trainer will explain end-to-end.

Question: What about certification preparation and guidance?

Answer: BISP technical faculty assist & guide you completely for certification and preparation. We ensure you will get certified easily after our training.

Question: Who is the trainer & about his experience?

Answer: All our trainers are working professionals and industry experts with at least 10-12 years of relevant teaching experience. Each of them has gone through a rigorous selection process which includes profile screening, technical evaluation, and a training demo We also ensure that only those trainers with a high alumni rating continue to train for us.

Question: Do you provide Job support?

Answer: Yes, we provide Job support services, but the cost structure is different and fixed. For more details: Just give us a call at: +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: What if I have more queries and doubts?

Answer: Just give us call at : +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: How Fee Refund Policy works?

Answer: Please refer the link for refund policy: https://www.bisptrainings.com/Refund-Policy

Case Study and Learning Pdf's

Certificate

Certificate123
Benefits of Certificate

Certification demonstrates your dedication, motivation and technical knowledge on a specific platform. Having a certification shows that you not only possess comprehensive knowledge of that technology but you also care enough about your own career to spend the time and money to get the certification.

We are welcoming our Students or professionals to participate in our professional online courses. We are offering great variety of online training programs and professional courses that you can always find as desired. After the completion of training program they will receive a certificate from BISP. As a Certified professional you can apply that knowledge in your future profession and enjoy with better salaries & career prospects.

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