Zielgruppe
- Businessanalytiker
- Projektmanager
- Entwickler
- Endbenutzer
Voraussetzungen
- Moderate experience with the Microsoft Office suite
- Familiarity with Microsoft Windows
- Basic understanding of financial planning and budgeting concepts
Kursziele
- Open and navigate data forms
- Enter,spread,and calculate data in data forms
- Perform approval process tasks such as validating and promoting planning units
- Open and complete task lists in Microsoft Excel and Outlook
- Use adhoc analysis to to analyze Planning data slices
- Set Smart View options
- Connect to shared and private data sources
- Manage Planning data in offline mode
- Embed dynamic data points into Microsoft Word and PowerPoint
- Import Workspace documents into Excel, Word, and PowerPoint
- Navigate the Smart View interface
- Describe the key features and benefits of Smart View for Planning
Produktbeschreibung
- Introduction to Smart View
- Oracle’s Hyperion EPM System
- Smart View Overview
- Oracle Hyperion Architecture
- Installing Smart View
- Smart View Excel Interface
- Connection Types
- Connecting to Data Sources
- Smart View Options
- Entering Data in Data Forms
- Working with Data Forms in Excel
- Entering Data
- Annotating Data Cells
- Calculating Data Values
- Submitting Data
- Monitoring Planning Jobs in Job Console
- Managing the Approval Process
- Planning Approval Process Overview
- Viewing Planning Unit Details
- Validating Planning Units
- Resolving Data Validation Errors
- Changing Planning Unit Statuses
- Annotating Planning Units
- Setting Up Out of Office Assistant
- Moving Version Data Between Planning Units
- Managing Task Lists
- Task List Overview
- Opening Task Lists
- Viewing Task Details and Instructions
- Integrating Tasks Lists with Outlook
- Executing and Completing Tasks
- Printing Task Detail
- Analyzing Data with Ad Hoc Analysis Tools
- Ad Hoc Analysis Overview
- Starting Ad Hoc Analysis
- Zooming In and Out on Dimensions
- Formatting Ad Hoc Grids
- Selecting POV Dimension Members
- Pivoting Dimensions and Removing Dimension Members
- Saving Ad Hoc Grids
- Cascading Data Slices
- Taking Data Forms Offline
- Offline Planning Overview
- Offline Planning Process
- Downloading Data Forms
- Connecting to Offline Data Sources
- Entering, Analyzing, and Adjusting Data Offline
- Synchronizing Offline Data to Planning
- Refreshing Offline Data Form Definitions
- Embedding Dynamic Data Points
- Embedding Excel Data Points in Word
- Embedding Excel Data Points in PowerPoint
- Copying and Pasting Data Points across Microsoft Office
- Changing the POV in Word and PowerPoint
- Importing Workspace Documents into Microsoft Office
- Integration Overview
- Importing Workspace Documents
- Editing and Refreshing Workspace Documents