Hyperion Financial Management

  • 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 Tasklist and 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 and process management
    • 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
    • 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

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