116788573-hfm-tut-docx

http://www.oracle.com/technetwork/middleware/financial-management/tutorials/exprtana093544.html Overview

This tutorial covers creating Classic Financial Management applications. A Classic Financial Management application is a stand-alone application. It has its own profile that defines the calendar and the languages languag es for the application. It also has its own metadata file that defines its dimensions. Back to Topic List Scenario

Your company wants you to create a stand-alone application named Training1, which will be used for training purposes. The application's language is English, and the application is based on a standard calendar year, divided d ivided into quarters and months. The start month is January 2008, and the duration is ten years. Back to Topic List Prerequisites

Before starting this tutorial, you should: in stalled Oracle® Hyperion Financial Management, Fusion Edition 1. Have access to or have installed 11.1.1.0.0 2. Have access to or installed a Financial Management application Back to Topic List Creating Application Profiles

Before creating an application, you create c reate an application profile that defines its languages, languag es, calendar, frequencies, and periods. 1. On your desktop, double-click the Financial Management icon.

The Logon dialog box is displayed.

2. Perform the following actions: a. Enter the following login information: Domain

User trnadmin

Password hyperion

b. Click Logon.

The Financial Management Desktop is displayed.

3. In the Tasks pane, select Define Application Profile.

The Create New Application Profile page is displayed.

4. Select Create a New Application Profile, and click Next.

5. In Row 1, enter English, and click Next.

The Time Periods page is displayed.

6. Under Time Periods, perform the following actions:

a. Select Standard Calendar. b. Select Include Quarters. c. Select Include Months. d. In the Start Month list, select January. e. In the Start Year box, enter 2008. f. In the Number of Years box, enter 10. g. Click Next.

The Frequencies table is displayed.

7. Perform the following actions: a. Enter the following frequency descriptions for the View dimension: View

View Description

YTD

Year-to-date

QTD

Quarter-to-date

MTD

Month-to-date

b. Click Next.

The Periods page is displayed.

8. In the Periods list, perform the following actions: a. Select Quarter1 and, in the description box, enter Quarter 1. b. Select January and, in the description box, enter January. c. Repeat steps a and b and add descriptions for Quarter2, Quarter3, and Quarter4, and

descriptions for February to December. d. Click Next.

9. Perform the following actions to save the profile: a. Click Browse and navigate to C:\Hyperion\Products\FinancialManagement\Client. b. In the File Name box, enter Training. c. Click Finish. Note: The application profile is saved successfully with a PER e xtension.

10. Click OK.

You have successfully created the Training profile.

Back to Topic List Creating Classic Financial Management Applications

After creating the application profile, you create a Financial Management application named Training1. You base the Training1 application on the Training profile that you created. 1. On your desktop, perform the following actions: a. Double-click the Workspace icon. b. Enter user name trnadmin and password hyperion.

c. Click Log On to log on to Workspace.

2. In Workspace, select Navigate > Administer > Classic Application Administration > Consolidation Administration > Create Application.

The Application Properties page is displayed.

3. In the Application Properties page, perform the following actions: a. Enter or select the following information: Field

Value

Server

Name of your Shared Services server

Application Name

Training1

Application Description

Training1 Application

Application Profile

Training.per (Located in the C:\Hyperion\Products  \FinancialManagement\Client folder)

User Management Project

Default Application Group

Financial Management Web http://:19000/hfm Server URL b. Click Create.

4. Verify that the application was created successfully.

You have successfully created the Training1 application.

Back to Topic List Opening the Application and Reviewing the Application Metadata

After creating the application, you open it and review the application metadata. 1. Select Navigate > Applications > Consolidation > TRAINING1. Note: You may have to click Refresh on the Consolidation submenu to load the TRAINING1 application.

The Training1 application is displayed.

2. Select File > New > Data Form.

Data Form Builder is displayed.

3. Select the POV tab, and click the Search icon for the Year dimension.

The members for the Year dimension are displayed.

4. Verify that the Year dimension contains the members specified in the Training profile.

5. Click the Period dimension, and verify that it contains the members specified in the Training profile.

6. Click the View dimension, and verify that it contains the members specified in the Training profile.

Note: The Periodic member contains the lowest-level frequency (MTD) that you defined for the View dimension. Note: The Value dimension contains system-defined members. The Scenario, Entity, Account, and Custom dimensions contain only the None member. You can now create a metadata file and load the metadata file into the application.

Back to Topic List Summary

In this tutorial, you learned how to: Create application profiles Create Classic Financial Management applications Open the application and review application metadata Back to Topic List Related Information

To learn more about Financial Management, refer to additional OBEs.

Hyperion Financial Management Online Training 1.Financial Management Architecture 2.Infrastructure

3.Installation *Oracle 10g *Schemas *Shared Services *HFM *HFR Functional 1.Introduction to Financial Management * About Enterprise Performance Management 2.HFM Basics * Dimensions * Define Application Profile * Create application 3.Loading Metadata from a File * About Metadata Load Files * Loading Metadata * Manage Metadata * Prepare own Metadata 4.Configuring Accounts and Custom Dimensions * About Accounts and Custom Dimensions * Setting Up Account Types and Hierarchies * Setting Up Accounts and Custom Dimensions * Intercompany Account and Other Account Properties 5.Setting Up Entities, Calendars, and Scenarios * Setting up Entities * Setting Up Calendars * Setting Up Scenarios 6.Loading Data * Loading Data Files * Extracting Data * Copying and Removing Data 7.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 8.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 9.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 10.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 11.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 12.Running Consolidations * Consolidation Process and Percentages * Entering Consolidation Information Using Ownership Management * Running Consolidations * Checking Consolidation Status * Data Translation * Entering Exchange Rates 13.Analyzing Data Using Smart View * About Smart View * Smart View Installation and Components * Connecting to a Data Source * Entering Data with Web Data Forms * Functions in Smart View 14.Rule Basics * 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 Hyperion Reporting Ovierview and FDM Hyperion Financial Reporting (HFR)      

Hyperion Financial Reporting Architecture Hyperion Financial Reporting Components Creating Reports  Assigning Run-time Prompts Creating Batch Reports Schedule Batch Reports

FDM FDM Architecture Managing Applications Integrate with Target Application Configuring System Settings

Populate Control Tables Set up Locations Build and/or Import Map Definitions Build Maps Build Import Formats Load Data

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