L01 intro
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This document outlines a training course on Oracle's Financial Management product. The course objectives are to teach students how to create applications and load metadata and data, enter financial data, set up security and rules, manage intercompany transactions, consolidate data, and analyze financial information. The 5 day course agenda details lessons that will cover these topics. The document also provides an introduction to Oracle's Enterprise Performance Management system and its components, including Financial Management.
L01 intro
- 2. Course Objectives After completing the course, you should be able to: Create the metadata structure, including accounts, entities, scenarios, and custom dimensions Import and export data and metadata Create and deploy applications View and enter data by creating data forms and grids Set up security, including users, groups, security classes, and access rights Define business calculations by using Financial Management Rules Enter intercompany transactions and perform data consolidation Manage the financial review cycle using Process Control
- 3. Course Agenda: Day 1 Introduction to Financial Management Lesson 1: Introduction Lesson 2: Navigating Financial Management Creating theApplication Structure Lesson 3: ManagingApplications with Performance ManagementArchitect Lesson 4: Loading Metadata Lesson 5: CreatingApplications Lesson 6: ConfiguringAccounts and Custom Dimensions
- 4. Course Agenda: Day 2 Creating theApplication Structure (Cont.) Lesson 7: Setting Up Entities, Calendars, and Scenarios Lesson 8: DeployingApplications Adding Data toYourApplication Lesson 9: Loading Data Lesson 10: Entering Data Using Data Grids Lesson 11: Creating Member Lists Lesson 12: Creating RulesWith Calculation Manager
- 5. Course Agenda: Day 3 Setting Up Security Lesson 13:Adding Users and Groups Lesson 14:AssigningAccess to Data and Documents Creating Data Forms andWorkspaces Lesson 15: Creating Data Forms Lesson 16: CreatingTask Lists Managing Intercompany Balances andAdjustments Lesson 17: Entering IntercompanyTransactions Lesson 18:Adjusting Data with Journals
- 6. Course Agenda: Day 4 Consolidating Data Lesson 19: Running Consolidations Lesson 20: Managing the Review Cycle Using Process Control Lesson 21: Creating Data Synchronizations
- 7. Course Agenda: Day 5 Consolidating Data (cont.) Lesson 22:Analyzing Data with SmartView Case Study
- 8. Lesson Objectives After completing this lesson you should be able to : Describe Oracle Enterprise Performance Management System Identify the products bundled with Financial Management Describe the features of Financial Management Discuss the product architecture of Financial Management Identify related products
- 9. Oracle’s Enterprise Performance Management System BI Applications EPM Workspace OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process OLAP Fusion Middleware Business Intelligence Foundation BI Applications Performance Management Applications
- 10. Oracle Hyperion Product Components Workspace Data Management Data Relationship Management Data Integration Management Financial Data Quality Management Profitability and Cost Management Financial Management Strategic Finance Financial Performance Management Applications Planning Shared Services Foundation Services Smart View Interactive Reporting SQR Production Reporting Financial Reporting Web Analysis Reporting and Analysis Essbase Essbase Administration Services Provider Services Integration Services Performance Scorecard
- 11. Financial Management Reduce consolidation and reporting cycles by days or weeks. Conduct in-depth analysis of key performance and operational metrics. Deliver accurate and timely reports to both internal management and external regulatory bodies. Discover sources of profitability and cash flow at the company, product, brand, and customer levels. Consolidate data with multiple consolidation paths.
- 12. Financial Consolidation, Reporting, and Analysis Local CentralRegional Monthly and Quarterly Actual Results ERP/GL Monthly Forecast Annual Budget SAP Oracle JDE Input or Load Submit Validate Input or Load Submit Validate Finance Dept. Review Approve Adjust Consolidate Approve Approve Reject Approve Reject Group Finance Review Approve Adjust Consolidate IC match Translate Submit Approve Reject Publish reports SEC Tax Legal Treasury Management Input or Load Submit Validate
- 13. Product Components Oracle® Hyperion Financial Reporting Oracle® Hyperion SmartView Shared Services
- 14. Product ArchitectureClient Application Database Architect RDBMS Financial Management RDBMS Performance Management Architect Dimension Server Web server Financial Management server Windows client Browser client Microsoft Excel
- 15. Related Oracle Hyperion Products Essbase WebAnalysis Financial Data Quality Management Oracle Data Integrator
- 16. Summary In this lesson, you should have learned to : Describe Oracle Enterprise Performance Management System Identify the products bundled with Financial Management Describe the features of Financial Management Discuss the product architecture of Financial Management Identify related products
Editor's Notes
- #13: Hyperion Financial Management is designed for large-scale, centralized Web deployment..You can use Hyperion Financial Management to consolidate data from diverse general ledger systems and locations around the globe.
- #14: Hyperion Financial Management comes with three other Hyperion Products that extend its capabilities.
- #15: Hyperion Financial Management use a muti-tier architecture that includes a client tier, and application tier and a data tier. The client tier contains the user interface. It communicates with the application tier. The primary function of this tier is to display, enter and maintain data and maintain metadata. The application tier contains the application as well as the report and web servers. The Web server lets you access the Web-architected portions of Hyperion Financial Management. The application server contains the financial intelligence and connections to the relational database and OLAP engine. The data tier contains the relational database for all Hyperion Financial Management application data and source data.