Hyperion Financial Management Advanced Course

Step by Step Instructions on HFM/FDMEE/FRS/Smart View to Implement Financial Consolidation and Reporting Systems

4.25 (290 reviews)
Udemy
platform
English
language
Other
category
1,130
students
9 hours
content
Oct 2021
last update
$199.99
regular price

What you will learn

Understand How Oracle HFM Works

Learn about Consolidation Process flow using HFM

Master the navigation of Oracle Hyperion Components

Learn about HFM Application metadata

Learn to load the metadata into HFM Classic Application

Master the data forms and data grids setup

Learn to load the data using FDMEE (Data Management)

Master the Translations and Consolidations

Learn Ownership Management and Intercompany eliminations

Master the HFM Rules coding

Learn to setup the security

Learn to setup the tasks and process management

Learn to setup the journal module

Learn Financial Reporting Studio and Smart View

Description

This course has been designed to provide the required  knowledge and  expertise  to implement the  consolidation and reporting solutions using Oracle's flagship product called Hyperion Financial Management. This course covers in detail, implementation life cycle of a typical financial consolidation project using Hyperion Financial Management (HFM),  Financial Data quality management enterprise edition (FDMEE), Hyperion shared services, Hyperion Financial Reporting (FRS) and Smart View. Instructor would provide the required functional knowledge along with technical aspects of the consolidation project implementation

Content

Overview and Introduction of Consolidation Process

Overview of Financial Consolidation Process
Consolidation Process Flow
Preface on course ... Few Notes

What is Hyperion Financial Management

Version History, Market competitors and HFM Course Contents

Overview of Technical Components

Quick glance of HFM, Workspace, FDMEE, FRS and Smart View
Create Hyperion Financial Management (HFM) application
Adding Multiple Languages to HFM Application (Newly Added Lecture)
HFM Application Creation Quiz

HFM Application Metadata

HFM Standard and Custom Dimensions
Account Dimension
Manage Metadata for Account Dimension
Entity Dimension
Scenario Dimension - Part 1
Scenario Dimension - Part 2
Manage Metadata for Entity and Scenario Dimensions
InterCompanyPartner(ICP) Dimension
Value Dimension
Custom Dimensions
Custom Dimensions - Switch Type For Flow (Newly added lecture)
Application Settings
ICP-Value-Custom Dimensions and Application Settings
Load Metadata into HFM application
Alternate hierarchies using shared members - Newly added lecture
Load Metadata and Alternate Hierarchies

HFM Member Lists

Member Lists and its significance
Upload Member Lists and Review Application

HFM Data Forms and Data Grids

Data Forms
Data Grids
Line Item Details
Member Lists - Data Forms - Data Grids

Load Text Data into HFM

Load Data

Translations, Consolidations and Eliminations

Custom Dimensions and Currency Codes - Recap
Translations
Consolidations
Consolidation Methods
Ownership Management
Intercompany Eliminations
ICP attributes
Intercompany Matching Report Scripts

Financial Management Rules

Calculation Rules - Part 1
Functions in Rules
Calculation Rules - Part 2
Translation Rules Part 1
Translation Rules Part 2
Consolidation Rules
Minority Interest Calculations - Part 1
Minority Interest Calculations - Part 2
Minority Interest Calculations - Part 3
FA Schedule Calculations Part 1
FA Schedule Calculations Part 2
FA Schedule Calculations Part 3
Variables in HFM Rules
Subroutines in HFM Rules coding

Calculation Manager

Introduction and Rules import
Deployment of Rules
Script Component

Security

HFM Shared Services User Roles
HFM Security

HFM Process Management and Task lists

Process Management
Intercompany Balance - Validation
Intercompany Balance Validation Rules - Part 1 - Newly Added Lecture
Intercompany Balance Validation Rules - Part 2 - Newly Added Lecture
Submission Groups and Phases - Newly Added Lecture
Task Lists
Locking and Unlocking Entities

Managing Journals

Journal process introduction
Auto Reversal Journals
Journals across entities
Extracting Journals
Recurring Journals

HFM Value Dimension Recap

Value Dimension Summary
Value Dimension Example

HFM - Task Flows

Task Flow - Introduction
Task Flow - Multiple Stages

FDMEE (Data Management) Application

Configure Data Management
Data Management Location Mapping
Data Management Period Mapping
Data Load Mapping
Data Load Rules
Data Management Reports
FDMEE Security
Locking and Unlocking POV - Newly Added Lecture

Financial Reporting Studio

Financial Reporting Studio - Part 1
Financial Reporting Studio - Part 2

Smart View

Smart View Introduction
Smart View Adhoc Analysis
Financial Reporting Studio and Smart View

Backup and Restore using Life Cycle Management (LCM) - Newly added section

HFM Utilities - Deprecated
Export/Backup HFM Application
Import/Restore HFM Application

Troubleshooting HFM/FR/SmartView - Newly added section

Excel Smart View Issues

Hyperion 11.2 Installation (Bonus Lecture)

Step by Step Installation demo

Hyperion Financial Management - Quiz

HFM Quiz

Screenshots

Hyperion Financial Management Advanced Course - Screenshot_01Hyperion Financial Management Advanced Course - Screenshot_02Hyperion Financial Management Advanced Course - Screenshot_03Hyperion Financial Management Advanced Course - Screenshot_04

Reviews

Aaron
September 2, 2023
Excelente curso!! Pradmaja explica en detalle lo necesario para entender la funcionalidad de los componentes. Continuamente regreso a las referencias que deje durante cada sesión.
Amitchawla
March 15, 2022
Good insights of HFM... Will appreciate if one course can be specifically designed for End users ie finance guys....This one is useful for IT professional involved in hyperion implementation. But this was also handy for understanding basic stuff....thanks
Murali
May 13, 2021
The concepts are clear and good. but the concepts covered are for very basic and expecting the advanced and little deeper coverage on the consolidation rules and translation rules. The more real time scenarios needed in the course.
Vikas
April 24, 2021
Yes, it is good stuff to clear concept of HFM but need to add one Full implementation by end of course to clear more. But my COmpletion certificate is not generating
Atul
March 26, 2021
So far, it was crystal clear. Great job Padmaja. I am not sure if calculation script/business rule is part of the scope, as I have not come across yet. There is different syntax for HFM to write calculation script, so would be curious to know. Thanks. Atul
Thomas
January 28, 2021
50% Completed , Very well explained , Padmaja seems to have a very good command over Hyperion EPM Also requesting Padmaja to add a Mini project and which will be very helpful for freshers like us to understand whether we are able to apply our learnings
Amit
June 18, 2020
TRAINING IS GOOD. One input:please add real project work and explain the why part wherever possible.
Konstantinos
May 11, 2020
Great course even if someone starts from zero experience with the system. I would highly recommend it. Only small drawback I see is that sometimes if trying to follow exactly step by step the videos in your own practice environment, some small steps might be emitted due to editing of the videos and you have to make extra research.
Karthik
April 26, 2020
Definitely informative and good explanation of the topics. Would it be possible to add a session to explain automation in HFM and FDM for data/metadata loads.
Mohan
February 27, 2020
Author understands the subject very well. Explanation clarity is excellent with very simple and understandable examples. Delivery pace is very good. Udemy should treat this course as a model for others to emulate.
Arindam
January 29, 2020
Few sessions stuck in between and does not work at all after that. I remember the journal session and the 11.2 installation sessions.
HYP
January 22, 2020
GOOD HFM Course I would recommend to others. It Would be great if you can add more & more videos on HFM Rules & Details of Calc Manager Components & some functional details explanation videos[GL Systems, Trail balance, IFRS)so as to understand what we need to know to implement the HFM (Requirement collection )which will help us to design the system. I would also request you to add few more videos on Webforms & grids and optimization techniques videos for consolidations. Demonstration from Padmaja is excellent in all the videos. I know you are at the early stage of adding the videos & working towards improvising the course contents. I wish you all the best and loads of happiness.
Vivek
January 10, 2020
As of now i'm still to complete 90% of the course but so far it the course and presenter has exceeded all expectations. Cheers!
Bpant
January 9, 2020
Good for basic of HFM but the subject says advanced course!!! Rule section is really short , shared dimensions is not covered. Calculation manager is not covered. EPMA application is not touched. In LCM, HFM Copy utility could be added. For Basic learners , Its good.
Katkam
January 2, 2020
Yes, it's a good match for me, but I am not sure how to remember all this as I am not from finance background.

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2729224
udemy ID
12/30/2019
course created date
9/29/2020
course indexed date
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