Download Planning- Oracle Bootcamp 1 PDF

TitlePlanning- Oracle Bootcamp 1
TagsTechnology Computer Data Computing Digital Technology Exchange Rate
File Size7.3 MB
Total Pages484
Table of Contents
                            Table of Contents
Preface
	Course Objectives
	Course Structure
	Course Materials
		Student Guide
		Activity Guide
	Conventions
Getting Started
	Overview
	Planning Overview
		Objectives
		Oracle’s Enterprise Performance Management System
		Oracle Business Intelligence Suite Enterprise Edition Plus
		Hyperion Product Components
		Planning
			Product Components
			Additional Product Components
		Planning Architecture
			Client Tier
			Application Tier
			Database Tier
			User Roles
			EPM Architect
			Planning Interface
		Planning and Essbase
			Planning Repository and Essbase
			Dimensions
			Dimension Hierarchies
			Metadata
			Dimensions and Data
			Multidimensional View of Information
			Drill-Down Process
			Essbase Terminology-Hierarchies
			Essbase Terminology-Families
			Essbase Terminology-Generations and Levels
	Navigating Workspace
		Objectives
		System 9 Workspace
		Workspace Overview
		Launching Workspace
		Workspace User Interface
		Workspace Navigate Menu
		Opening Applications
		Navigating in Planning
			Reviewing Available Menu Options
			Basic and Advanced Modes
			View Pane and Content Area
			Opening Data Forms
Creating Application Structures
	Overview
	Creating Dimensions Overview
		Objectives
		Plan Types
		Planning Dimensions
		Required Dimensions
			Period and Year
			Scenario and Version
			Entity
			Account
			Currency
			HSP_Rates
			Alias and Smart Lists
		User-Defined Dimensions
		Dense Dimensions
		Sparse Dimensions
		Data Block Creation
			Determining the Number of Data Blocks in a Database
			Creating Data Blocks and Retrieving Data
			Determining Data Structure and Performance of Data Blocks
		Selecting Aggregation, Storage, and Calculation Options
			Selecting Aggregation Options
			Selecting Data Storage Options
			Calculating Data
			Using Two-Pass Calculations
			Determining Performance Efficiency
	Managing Dimensions with EPM Architect
		Objectives
		About Dimension Management
			Master View
			Application View
			EPM Architect Process
		Adding Dimensions to Master View
		Organizing Dimensions
			Filtering Dimensions
			Sorting Dimensions and Folders
		Creating Members
			Guidelines for Member Names
			Modifying Member Properties
			Property Value Inheritance
			Managing Property Value Inheritance
			Creating Alternate Rollups
		Managing Members
			Moving Members
			Deleting Members
			Renaming Members
			Reordering Children
			Inserting Members Using Relationships
			Finding Members
		Creating Aliases
		Adding Currencies
			Number Formatting
			Scaling
			Triangulation
			Reporting Currency
		Creating Associations Between Dimensions
	Setting Up the Period, Scenario, and Version Dimensions
		Objectives
		Time Periods Overview
		Period and Year Dimensions
		Dynamic Time Series Members
		Setting Up Dynamic Time Series Members
		Choosing How Data Is Stored
		Scenario Dimension
		Creating Scenarios
			Enable Process Management
			Time Periods
			Exchange Rate Table
			Use Beginning Balance
			Access Rights
			Deleting Scenarios
		Version Dimension
		Creating Versions
	Setting Up the Entity Dimension
		Objectives
		Entities Overview
		Entity Members and Plan Types
		Identifying the Currency Value for Entities
		Adding and Modifying Entities
		Saving Dimensions
		Deleting Entities
	Setting Up the Account Dimension
		Objectives
		Accounts Overview
		Account Types
			Time Balance Options
			Saved Assumptions
			Data Types and Exchange Rate Types
		Creating Account Hierarchies
			Adding and Modifying Accounts
			Consolidation Order
			Consolidation Order Example
	Creating User-Defined Elements
		User-Defined Dimensions
		Attributes Overview
			Viewing, Aggregating, and Reporting
			Creating Attribute Crosstab Reports
		Creating Attributes
		Examples of Attribute Values
		Assigning Attribute Values
		Member Formulas Overview
			Adding Member Formulas
			Adding User-Defined Attributes
		Smart Lists Overview
		Creating Smart Lists
			Modifying Smart Lists
			Associating Smart Lists with Members
			Setting Data Forms to Use Smart Lists
Loading Metadata
	Overview
	Loading Metadata from a File
		Objectives
		Metadata Load Files
			Formatting Load Files
			Load File Sections
			Formatting Dimensions Sections
			Formatting Members Sections
			Formatting Hierarchies Sections
			Formatting DimensionAssociation Sections
		Loading Metadata Process
			Creating Import Profiles
			Mapping Dimensions
			Mapping Properties
			Running Import Profiles
			Viewing Job Status
			Viewing Import Errors
		Loading Metadata from Interface Tables
			Interface Tables Process
			Setting Up Interface Tables
	Creating Application Views
		Objectives
		Creating Application Views
			Dimension Library Panes
			Adding Dimensions to Application Views
			Excluding Members
			Member Properties
		Configuring Application Settings
			Configuring Plan Types
			Specifying Currency
			Setting Up Time Periods
		Removing Dimensions
		Setting Up Dimension Associations
		Choosing Performance Settings for Optimal Performance
		Dimension Order
	Deploying Applications
		Objectives
		Deploying Applications Overview
		Deployment Process
		Validating Application Views
		Comparing Application Views
		Deploying Application Views
		Creating Essbase Databases
		Reviewing Planning Outlines
			Essbase Directory Structure
		Redeploying Applications
	Setting Up Exchange Rates
		Objectives
		Currencies and Exchange Rates
		Exchange Rates Tables Overview
		Creating Exchange Rate Tables
			Entering Exchange Rates
			Types of Exchange Rates
			Calculating Implied Rates Through Triangulation
			Determining the Calculation Method
		Exchange Rates and the HSP_Rates Dimension
		Generating Currency Conversion Calculation Scripts
			Copy Rates Calculation Scripts
			Currency Conversion Calculation Script
			Calculate Currencies Business Rule
Loading Data and Calculating the Database
	Overview
	Loading and Calculating Data Overview
		Objectives
		Loading Data
			Requirements for Data Load Files
			Multicurrency Applications
			Setting Up Data Load Rules
			Staging Data Using Interface Tables
		Data Calculation Overview
			Calculations Within Dimensions
			Calculations and Data Blocks
			Calculation Scripts
	Loading Data
		Objectives
		Loading Data Using Administration Services
		Creating Data Load Rules
			Opening Data Sources
			Defining Header Records
			Associating Column Fields with Dimensions and Members
			Replacing Text Strings
			Validating and Saving Rules Files
			Fixing an Invalid Rules File
			Loading Data Using Rules Files
		Interface Tables
			Creating Interface Tables
			Loading Data Using Interface Tables
Setting Up Security
	Overview
	Provisioning Users and Groups
		Objectives
		Planning Security Overview
			Levels of Security
			User Authentication
			Task Security
			Object Security
			Data Security
		User and Group Provisioning Overview
			User Directories
			Projects
			Unassigned Applications
		Provisioning Users and Groups
		User Roles
		Generating Provisioning Reports
	Setting Up Access Rights to Planning Applications
		Objectives
		Assigning Access Rights
			Access Options
			Inheritance Options
			Precedence and Inheritance of Access Rights
			Reporting on Access Assignments
		Importing Security Overview
		Creating the Secfile.txt File
		Importing Access Rights
		Creating Security Filters
Designing Data Forms
	Overview
	Creating Data Forms and Folders
		Objectives
		Data Forms and Folders Overview
		Data Form Elements
		Creating Folder Structures for Data Forms
		Data Form Requirements
			Considerations for Setting up Data Forms
			Setting Data Form Properties
			Setting Row and Column Layout
			Selecting Members
			Creating Substitution and User Variables
			Creating Asymmetric Columns and Rows
			Setting Page and Point of View
			Setting Options on the Other Options Tab
			Identifying Missing Values
			Selecting Business Rules
			Previewing Data Forms
		Composite Data Forms
			Creating Composite Data Forms
			Selecting Business Rules on Composite Data Forms
		Printing Data Form Definition Reports
		Assigning Access Rights to Data Forms
	Customizing Data Forms
		Objectives
		Exporting and Importing Data Forms
		Menus
			Creating Menus
			Associating Menus
		Advanced Settings
			System Settings Tab
			Custom Tools Tab
			Current Application Defaults
		Managing User Variables
			Creating User Variables
			Applying User Variables
		Setting Up User Preferences
			Setting Up E-mail for Workflow Notifications
			Applying Alias Tables
			Setting Member Selection and Workflow Options
			Setting Individual Display Options
			Setting Individual Printing Options
			Setting Individual User Variable Options
Entering Data in Planning
	Overview
	Entering Data
		Objectives
		Submitting Data in Data Forms
			Elements on the Enter Data Page
			Data-Entry Menu Options
			Viewing Form Instructions
			Recognizing Cell Color Cues
			Navigating Data Forms
			Copying and Pasting Data
			Working with Non-Aggregated Data
			Saving and Refreshing Data
		Spreading Data
			Time Balance Options
			Spreading Data Using Grid Spreader
			Spreading Data Using Mass Allocation
		Adjusting and Annotating Plan Data
			Performing Ad Hoc Analysis
			Exporting Data to Spreadsheets
			Adding Annotations
			Adding Cell Text and Account Annotations
			Adding Planning Unit Annotations
			Adding Supporting Detail
		Calculating Data in Data Forms
			Calculate Data Form Calculation Script
			Calculate Currencies Calculation Script
			Business Rules
		Entering Data with Smart Lists
		Navigating Data Forms with Menus
	Entering Data in Smart View
		Objectives
		Smart View Overview
			Integrating Smart View with Office
			Smart View Architecture
			Establishing Data Source Connections
		Planning and Smart View
			Opening Data Forms in Smart View
			Navigating Data Forms in Smart View
			Entering Data in Smart View Using Data Forms
			Adding Formulas to Data Forms
			Calculating Data in Smart View
		Offline Planning Overview
		Taking Data Forms Offline
			Working with Planning Offline
			Synchronizing Data to the Server
                        

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