1. Duration: 35 – 40 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   • Introduction to Profitability and Cost Management
   • Navigating Models
   • Essbase Concepts
   • Managing Dimensions with Performance Management Architect
   • Loading Dimension Metadata
   • Creating Applications
   • Setting Up Profitability and Cost Management Dimensions
   • Deploying Applications
   • Creating the Model Structure
   • Adding Data to Models
   • Setting Up Assignments
   • Introduction to Drivers
   • Creating Drivers for Allocations
   • Managing Calculations
   • Analysing Data
   • Security and Lifecycle Management

1. Duration: 35 – 40 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   1. Introduction to Hyperion Essbase
      • History of Essbase
      • Hyperion Essbase Architecture
      • Hyperion Essbase Versions
      • Hyperion Essbase Clients
      • MaxL or ESSCMD
      • Essbase Interaction Services
   2. Essbase Application Type
      • BSO Application
      • Business Requirement of BSO App
      • ASO Application
      • Business Requirement of ASO App
   3. Essbase Outline Terminology
      • What is Essbase Outline
      • Data/Meta Data Overview
   4. Dimensions and Dimension Types
      • What is Dimension
      • Standard Dimension
      • Dense Dimension
      • Sparse Dimension
      • Attribute Dimension
   5. Alias and UDA creation
      • What is the requirement of Alias and UDA’s
   6. Member properties and Dimension properties
      • Data Storage Properties
      • Consolidation Properties
      • TB properties
      • Dynamic Time series
   7. Outline building methods
      • Data Load Overview
      • Generation Reference
      • Level Reference
      • Parent/Child Reference
      • Data Loading Process
      • Data loading using flat files
      • Free Form Loading
   8. Essbase Calculation Process
      • Aggregation
      • Formulas
      • Calculation Sript
      • Two-Pass Calculation
      • Intelligent Calculation
   9. Dense and Sparse Restructure
      • Dense Restructure
      • Sparse Restructure
   10. Essbase Partitions
       • What is the requirement of Partition
       • Replicated Partition
       • Transparent Partition
       • Linked Partition
   11. Essbase Optimization Techniques
       • Outline Optimization
       • Data load Optimization
       • Calculation Script Optimization
       • Database Optimization
   12. Essbase Maxl or ESSCMD
       • How to automate Essbase Application Creation Using MaxL
       • How to automate Essbase Application Creation Using ESSCMD
   13. Essbase Analytics VS Enterprise Analytics
       • BSO Advantages and Disadvantages
       • ASO Advantages and Disadvantages
   14. Security Implementation
       • Security Type
       • EAS Security
       • Shared Service Security
       • Creation of Users
       • Creation of Groups
       • Creation of Essbase Filters
       • Assigning users to groups
       • Creation of Essbase Filters
       • Assigning filters to groups

1. Duration: 35 – 40 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   1. Introduction to Planning
      • Oracle Hyperion Planning
      • Planning Architecture
      • Planning Business Process
      • Planning Business Scenario
   2. Navigating Planning
      • Interface: Overview
      • Launching the Simplified Interface
   3. Creating Planning Applications
      • Application Creation Process
      • Managing Data Sources
      • Creating Simple Applications
      • Creating Advanced Applications
      • Refreshing Essbase Databases
      • Adding Plan Types
   4. Introduction To Applications And Dimensions
      • Planning Application: Overview
      • Application Framework
      • Planning Dimensions
      • Aggregate Storage Databases
      • Data Block Creation Process
      • Aggregation, Storage, and Calculation Options
   5. Managing Dimensions
      • Building Dimension Hierarchies
      • Performance Settings and Data Type Evaluation Order
      • Accessing Dimensions Information
      • Managing Dimensions in the Simplified Interface
      • Managing Dimensions in EPM Workspace
      • Managing Dimensions in Smart View
   6. Setting Up Aliases, Currencies, Years, And Periods
      • Creating Aliases
      • Adding Currencies
      • Customizing Time Periods
   7. Loading Metadata
      • Metadata Load Options
      • Creating Metadata Load Files
      • Exporting Metadata
      • Importing Metadata
      • Application Management
   8. Creating User-Defined Elements
      • Creating Member Formulas
      • User-Defined Dimensions
      • Attribute Dimensions
      • Adding User-Defined Attributes
      • Smart Lists: Overview
      • Enabling the Simplified Interface
      • Customizing Interface Appearance
   9. Setting Up Exchange Rates
      • Currencies and Exchange Rates
      • Creating Exchange Rate Tables
      • Currency Conversion Calculation Scripts
   10. Setting Up Planning Security
       • Planning Security: Overview
       • User and Group Provisioning in Shared Services
       • Specifying Advanced Settings
       • Assigning Access Permissions
   11. Creating Forms
       • Forms: Overview
       • Form Components
       • Creating Simple Forms
       • Creating Composite Forms
       • Exporting and Importing Forms
   12. Enhancing Forms
       • Creating Complex Forms
       • Specifying Data Form Settings
       • Specifying User Variables
       • Setting Individual Display Options
       • Creating Menus
       • Creating Formula Rows and Columns
       • Building Validation Rules
   13. Entering Data In Planning
       • Navigating Forms
       • Submitting Data in Forms
       • Filtering Data
       • Sorting Data
       • Spreading Data
       • Adjusting Plan Data
   14. Managing Business Rules
       • Business Rules: Overview
       • Determining Calculation Requirements
       • Launching Calculation Manager and Rule Components
       • Creating Business Rules and Rule Sets
       • Validating and Deploying Rules
       • Assigning Business Rule Security
       • Launching Business Rules
   15. Setting Up The Approval Process
       • Approvals: Overview
       • Creating Planning Unit Hierarchies
       • Assigning Scenario and Version Combinations
       • Synchronizing Planning Unit Hierarchies
       • Exporting and Importing Planning Unit Hierarchies
       • Updating the Promotional Path with Validation Rules
       • Managing the Review Cycle
       • Approvals Dashboard
       • Planning Unit Approval States
       • Reviewer Actions
   16. Creating Task Lists
       • Task Lists: Overview
       • Navigating Task Lists
       • Task List Creation Process

1. Duration: 35 – 40 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   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. Analysing 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
       • Sub cubes, Data Retrieval, and Rules
       • Loading and Extracting Rules
   15. Security
   16. Hyperion Reporting Overview

1. Duration: 35 – 40 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   1. Setting up the System
      • Creating Frequencies
      • Setting up Currency Translation
      • Setting up Account Profile Segments
      • Setting up Aging Profiles
      • Setting up System Attributes
      • Life cycle Management
      • Creating Teams
      • Creating Holiday Rules and Organizational Units
   2. Setting Up Security
      • Users and Groups
      • Assigning Security Roles
      • Viewing Provisioning Reports
      • Configuring Power User Security
      • Enabling Security Auditing
   3. Setting Up Reconciliation Formats
      • Reconciliation Methods
      • Creating Custom Attributes
      • Creating Reconciliation Formats
      • Adding Instructions
      • Adding Attribute Assignments
      • Adding Questions
      • Adding Rules
      • Adding Questions
   4. Setting Up Account Profiles
      • Setting Profile Properties
      • Adding Instructions
      • Setting up Workflow
      • Setting up Currency
      • Adding Commentators and Viewers
      • Setting up Attributes
      • Setting up Rules
      • Setting up Summary Account Profiles
   5. Bringing in, Exporting, and Updating Account Profiles
      • Importing and Exporting Account Profiles
      • Creating Basic and Advanced Filters
      • Bulk Updating of Account Profiles
   6. Setting Up Periods
      • Creating Periods
      • Copying Account Profiles into Periods
      • Identifying Missing Profiles
      • Identifying Invalid Profiles
      • Updating Reconciliations
      • Deleting Periods
   7. Stacking Balances and Currency Rates
      • About ERPi and Account Reconciliation Manager
      • Data Load Sources
      • Drill Through and Summarization
      • ERPi Locations
      • Data Load Process
      • Running Data Loads
      • Viewing Warnings
      • Entering Currency Rates
   8. Overseeing Reconciliations
      • Opening Periods
      • Adding Transactions to Reconciliations
      • Submitting Reconciliations
      • Adding Action Plans to compromise remarks segment
      • Reviewing and Approving Reconciliations
      • Closing and Locking Periods
   9. Checking Reconciliations
      • Viewing Reconciliations and Transactions in List Views
      • Viewing Reconciliations in the Dashboard
      • Customizing the Dashboard
      • Creating Report Binders
      • Viewing Report

1. Duration: 35 – 40 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   1. INTRODUCTION
      • Problems with Tax Data
      • New regulations increase scrutiny on tax
      • Lack of out-of-box tax capability in financial systems
   2. STAND-ALONE TAX PROVISION TOOLS PROBLEMS
      • Connection to the book data
      • Duplication of effort
      • Data governance
      • Metadata governance –
      • Integration resulting in transparency between systems
   3. CORPORATE TAX PROVISION SOLUTION
      • Automation of tax data
      • Combined collection of tax and financial data (Manual)
      • Calculation, Consolidation & Foreign Currency
      • Reporting & Analysis
   4. THE ORACLE SOLUTION
      • Automated Collection of Tax Data
      • Manual Collection of Tax Data
      • Calculation, consolidation & foreign currency
      • Reporting and analysis

The Financial Data Quality Management Enterprise Edition (FDMEE) course is designed to take users who are new to FDMEE through the steps needed to implement and support. Users work with FDMEE in an interactive case study that illustrates loading source data from disparate systems into target analytical applications.

1. Duration: 35 – 40 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   1. Product Orientation
      • FDMEE Overview
      • Key Benefits and Features of FDMEE
      • FDMEE Integration Process
      • Processing Data Overview
      • Accessing and Navigating in FDMEE
   2. Preparing FDMEE Integrations
      • Integration Setup Overview
      • Setting Up the Application Root Folder
      • Defining Profiles
      • Setting Up Source Systems
      • Registering Target Applications
   3. Setting Up Import Formats for File Systems
      • Import Formats Overview
      • Creating Import Formats
      • Defining Import Format Mappings
      • Skipping Lines in Import Files
      • Concatenating Fields
      • Adding Import Expressions
   4. Completing the Integration Setup
      • Locations Overview
      • Adding Locations
      • Setting Location Details and Integration Options
      • Periods and Categories Overview
      • Defining Period Mappings
      • Defining Category Mappings
      • Point of View Overview
   5. Setting Up Data Load Mappings
      • Data Load Mappings Overview
      • Defining Data Load Mappings
      • Explicit Mappings
      • Mapping Rules
      • Processing Order
      • Building Maps Externally
      • Importing Mappings
      • Sharing Mappings
   6. Defining and Executing Data Load Rules
      • Data Load Rules Overview
      • Defining Data Load Rules for File-Based Data Loads
      • Loading Data into Multiple Periods
      • Running Data Rules and Checking Rule Status
      • Viewing Imported Data
      • Scheduling Data Load Rules
   7. Processing Data in Data Load Workbench
      • Processing Data Overview
      • Importing Source Data
      • Validating Dimension Mappings
      • Fixing Validation Errors
      • Intersection Check Reports
      • Managing Data
      • Loading Data to Target Applications
      • Drilling Through from Target Applications
   8. Setting Up Check Rules and Check Entities
      • Check Rules and Reports Overview
      • Creating Check Rule Groups and Check Rules
      • Assigning Check Rules to Locations
      • Verifying Check Rules
      • Check Entities Overview
      • Creating Check Entity Groups
      • Verifying Consolidations
   9. Processing Batches
      • Batch Processing Overview
      • Adding Batch Definitions
      • Defining Batch Parameters
      • Executing Batches
      • Creating and Executing Open Batches
      • Scheduling Batches
      • Executing Batch Scripts
   10. Reporting in FDMEE
       • FDMEE Reports Overview
       • Adding Report Groups
       • Running Reports
       • Reviewing and Adding Query Definitions
       • Generating XML Files
       • Creating Report Templates
       • Adding Report Definitions
   11. Setting Up Security
       • FDMEE Security Overview
       • Setting Up FDMEE Security
       • Defining Role, Report, and Batch Security
       • Location Security
       • Adding Groups for Location Security
       • Assigning Users to Groups in Shared Services
       • Provisioning Users in Shared Services
   12. Defining Import Scripts
       • Scripting in FDMEE Overview
       • Jython Basics
       • Accessing Script Editor
       • Creating Import Scripts
       • Assigning Import Scripts to Import Formats
       • Applying Import Script Functions
       • Using Temporary Variables in Import Scripts
   13. Defining Mapping and Event Scripts
       • Mapping Scripts Overview
       • Jython Objects in Mapping Scripts
       • Setting Up Mapping Scripts
       • Event Scripts Overview
       • Creating Event Scripts
       • Changing Import Formats Dynamically
       • Using the File System Object in Event Scripts
   14. FDMEE Integration with Other Source Systems
       • GL Integration Overview
       • Registering ERP Source Systems
       • Selecting Source Accounting Entities
       • Creating Import Formats for Accounting Entities
       • Setting Up the Integration for Source Systems
       • Drilling Through to Source Data
       • Importing Source Data from the Open Interface Table

1. Duration: 20 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   1. Financial Reporting Overview
      • Oracle's Enterprise Performance Management System
      • Oracle's BI Suite Enterprise Edition Plus
      • Financial Reporting Features and Architecture
      • Financial Reporting Data Sources
   2. Navigating Reports in Workspace
      • Workspace Overview
      • Navigating Workspace
      • Previewing Reports
      • Setting Preferences
      • Printing Reports and Snapshots
   3. Interacting with Reports in Workspace
      • Creating, Viewing, and Replying to Annotations
      • Integrating Reports into Microsoft Office Applications
   4. Navigating Reports in Reporting Studio
      • Working with Reporting Studio
      • Opening Reports
      • Previewing and Printing Reports
   5. Creating Basic Reports
      • Report Creation Overview
      • Creating Reports and Grids
      • Selecting Members for Rows and Columns
      • Setting the Point of View
      • Adding Rows or Columns
      • Saving Reports
   6. Applying Advanced Member Selections
      • Selecting Members by Using Lists
      • Selecting Members by Using Functions
      • Selecting Members for the Page Axis
   7. Customizing Grids
      • Selecting Multiple Database Connections in Grids
      • Attaching and Displaying External Documents in Reports
      • Displaying Planning Supporting Details
      • Setting Up Expansions to Display Detail Data
      • Creating Related Content in Reports and Books
   8. Formatting Cells and Grids
      • Formatting Cells
      • Formatting Grids
      • Suppressing Data
      • Applying Conditional Formatting in Grids
      • Changing Page Settings
   9. Creating Report Objects
      • Report Objects Overview
      • Adding Text Boxes and Images
      • Saving Report Objects
      • Inserting and Linking Saved Report Objects
      • Designing Headers and Footers
      • Designing Row and Column Templates
   10. Adding Text Functions
       • Text Functions Overview
       • Inserting Text Functions in Text Boxes, Headings and Text Cells
       • Customizing Page Headings
       • Creating Dynamic Values with the Current Keyword
       • Displaying Row and Column IDs
       • Displaying Text Function Errors
       • Common Text Functions
   11. Adding Auto Calculations and Mathematical Functions
       • Auto Calculations Overview
       • Mathematical Functions
       • Mathematical Operators in Expressions
       • Formulas Overview
       • Common Mathematical Functions
   12. Creating Books
       • Books Overview
       • Previewing and Printing Books
       • Changing the Book Point of View
       • Creating Books in Workspace
       • Changing the Appearance of Books
   13. Creating and Scheduling Batches
       • Batches Overview
       • Creating Batch Files
       • Scheduling Batches
       • Scheduling Batch-Bursting Options
       • Monitoring Batch Schedules

Oracle Data Relationship Management is an enterprise performance management platform. It provides enterprise change management solutions to build and retain consistency within master data assets regardless of any changes required to support primary transactional and analytical systems.

1. Duration: 20 hrs
2. Classroom type: Online/ Classroom
3. Includes: Study Material
4. Course contents
   1. Creating Applications
      • Starting Data Relationship Management Console
      • Configuring New Applications
      • Connecting to Applications with Web Client
      • Navigating Web Client
   2. Working with Versions, Hierarchies, and Nodes
      • Working with Versions
      • Working with Hierarchies
      • Working with Nodes
      • Viewing and Editing Properties
      • Implementation Considerations
   3. Defining Properties
      • About Custom Properties
      • Configuring Defined Properties
      • Configuring List Values
      • Configuring Lookup Values
      • Configuring Inheriting Properties
      • Assigning Controlling Hierarchies to Global Inheriting Properties
      • Creating Property Categories
      • Loading Metadata with the Migration Utility
   4. Importing Data into Applications
      • About Importing Data
      • About Import Files
      • Opening, Copying, and Deleting Imports
      • Creating Imports
      • Running Imports
   5. Querying and Comparing Data
      • Searching for Nodes
      • Viewing Orphan Nodes
      • Creating Queries
      • Creating Compares
      • Working with Query and Compare Results
   6. Updating Data with Action Scripts
      • About Action Scripts
      • Creating Flat Files for Action Scripts
      • Loading Action Scripts from Flat Files
      • Running Action Scripts and Reviewing Results
      • Downloading Action Script Results
      • Modelling Nodes by Using Action Scripts
   7. Blending Versions
      • About Blending Versions
      • Opening, Copying, and Deleting Blenders
      • Creating Blenders
      • Running Blenders
   8. Creating Formulas for Derived Properties
      • About Formulas for Derived Properties
      • Formula Syntax
      • Creating Derived Properties
      • Testing Formulas
   9. Validating Data
      • About Validations
      • Creating Validations
      • Assigning Validations to Versions, Hierarchies, and Nodes
      • Running Batch Validations
      • Working with Batch Validation Results
      • Editing and Deleting Validations
   10. Setting Up Node Types
       • About Node Types
       • Process for Setting Up Node Types
       • Creating, Editing, and Deleting Glyphs
       • Creating, Editing, and Deleting Node Types
       • Assigning Node Types to Node
       • Configuring Hierarchy Node Type Property Values
       • Troubleshooting Node Type Assignments
   11. Exporting Data
       • About Exporting Data
       • About Export Types
       • Opening, Copying, and Deleting Exports
       • Creating Exports
       • Running Exports
       • Creating and Running Export Books
   12. Managing Security
       • Security Levels
       • Creating and Managing Users
       • Assigning Access to Nodes
       • Assigning Access to Property Categories
       • Setting System Preferences for Security
       • Granting Anonymous Access
   13. Auditing Data
       • About Auditing Data
       • Querying and Viewing Transaction History
       • Querying and Viewing Request History
       • Analysing Data Changes
       • Archiving Metadata Changes