ORACLE HYPERION

PLANNING 11.1.2
IMPLEMENTATION BOOT CAMP
KEY FEATURES AND
BENEFITS

Oracle Hyperion Planning is a centralized, Microsoft Excel- and

KEY FEATURES:

• Integrated, best-in-class
Web-based planning, budgeting, and forecasting solution that
analytical capabilities integrates financial and operational planning processes.
• Synchronized financial and
operational planning
processes The Oracle Hyperion Planning 11.1.2. Implementation Boot Camp
• Microsoft Office integration
examines the fundamental concepts, techniques, and architecture of
• Simplified Web interface
• Predefined functional Oracle’s Hyperion Planning application. Join this training to learn
solutions
how you can easily create, manage, and integrate planning
• Powerful workflow
• Scalable architecture processes for faster deployment and lower cost of ownership.
• Robust data integration

What will we cover?

KEY BENEFITS:
The Oracle Hyperion Planning 11.1.2 Implementation Boot Camp is a fast-paced
• Create accurate forecasts
• Reduce budgeting and five-day class, which will provide implementation instruction on Oracle Hyperion
planning cycles by weeks or Planning.
months
• Integrate financial and The boot camp objectives:
operational planning in one
system • Overview of Oracle EPM System, Essbase and Hyperion Planning -
• Mee t immedia te fi na nce architecture, future direction, components and common terminology
needs while enabling
operations-specific budgeting • Understanding of what you need to know to implement and manage Hyperion
processes Planning applications
• Support advanced, power-
user modeling capabilities • Focus on hands-on Lab Exercises and Implementation Case Study to reinforce
with seamless Microsoft Excel concepts and understanding
integration
• Appeal to a wider user • Deep dive discussions into the inner workings of Essbase and Hyperion
community through a
Planning
simplified Web interface
• Add quick-to-implement, • Collaboration and sharing of Best Practices.
prepackaged, fully-supported
functional solutions
Who should attend?
• Meet industry-specific needs
by leveraging industry This boot camp is intended for prospective users and implementers of the Oracle
expertise Hyperion Planning or implementers that are currently familiar with the basics of
Hyperion Planning and looking to strengthen their base of knowledge in the product.

Prerequisite training
To ensure a valuable learning experience, participation in this boot camp requires
that participants have foundational product knowledge of Oracle Hyperion Planning.

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At a minimum, participants with equivalent skills and background should review the
Oracle Hyperion Planning Implementation Specialist guided learning path to ensure
they possess the background necessary to benefit from participation in the boot
camp.

Topics Covered and Agenda

The Oracle Hyperion Planning Implementation Boot Camp shows developers and
consultants how to build out dimensions using Classic Planning and Enterprise
Performance Management Architect (EPMA).

It covers the mechanics and strategies for automating the build process such as
interface tables and reviews data loads using Load Rules to load the Planning
database.

The course focuses on tasks that end-users must perform during the planning cycle.
It walks students through creating and modifying forms, working with forms to enter
data, adding annotations, and other form features such as running business rules and
managing task lists.

It covers how to use the forms in the Smart View client and concludes the end-user
perspective by going through Workflow Management and the process of submitting
a plan for review.

Agenda
Day 1
Overview of EPM System
Planning and Essbase
Hands-on Essbase exercises
Day 2
Load Rules for loading data
Calculation Fundamentals
Day 3
Overview of Planning
Setting up an Application
EPMA
Day 4
Building Forms and Business Rules
Smart View Client
Day 4
Security
Life Cycle Management

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RELATED PRODUCTS
Environment – Workstation Requirements
ORACLE’S PERFORMANCE
Labs for this boot camp are conducted using the OracleEPM32 Image, a fully
MANAGEMENT functional virtual machine based demo environment.
APPLICATIONS

Oracle’s performance The OracleEPM32 Image is hosted by the OPN EE and must be provisioned for the
management applications boot camp. To support this environment, student workstations must meet the
comprise a modular suite of following hardware requirements and must have the following required software
integrated applications that installed prior to class:
support a broad range of
strategic and financial Hardware
performance management
processes to enable • CPU: 1.5 Ghz or faster
management excellence.
Part of Oracle’s enterprise • RAM: 2 GB
performance management
system, these • Hard Disk Space: 4 GB Free Space
applications can be quickly
deployed out of the box,
extended with Oracle’s
Software
business intelligence
• Minimum MS Internet Explorer 6.0 w/Active X enabled / can use up to IE
product family, or tailored to
meet your organization's 8
specific needs.
• MS Remote Desktop Connection software

RELATED PRODUCTS: Note: This is software is installed by default with XP and Vista installations. If
Oracle’s performance the selection of this option was overridden at OS install time or if this feature
management applications
include the following products:
was removed post OS installation, it must be added from Control Panel which
• Oracle Hyperion Planning may require the original OS install CD/DVD. In XP by default, Remote
• Oracle Hyperion Financial Desktop
Management
• Oracle Hyperion Connection can be accessed from the Start menu as follows:
Performance Scorecard
Start ->All Programs -> Accessories -> Remote -> Desktop Connection
• Oracle Hyperion Strategic
Finance
• Oracle Hyperion Workforce Contact Us
Planning For more information about scheduled Oracle Hyperion Planning Implementation
• Oracle Hyperion Profitability
Boot Camps, the OPN Boot Camp program, or to request a new boot camp topic,
and Cost Management
• Oracle Integrated
visit:
Operational Planning
http://competencycenter.oracle.com
• Oracle Crystal Ball

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