Oracle Hyperion Profitability & Cost Management

- Application Developers

- Business Analysts

- Database Designers

- Data Modelers

- Administrator

• Create model stages and points of view
• Load data into Profitability and Cost Management applications
• Create and deploy Standard Profitability applications
• Create drivers, driver selections, and assignments
• Generate calculation scripts and calculate model stages
• Create and view reports
• Create and deploy Management Ledger applications
• Create Management Ledger rule sets and rules

Introduction to Profitability and Cost Management

• Oracle’s Enterprise Performance Management System
• About Profitability and Cost Management
• Product Architecture
• Product Components
• Profitability and Cost Management Implementation Process

Navigating Standard Profitability Models

• About Standard Profitability Models
• Model Levels
• Model Components
• Accessing Models

Essbase Concepts

• Profitability and Cost Management Repository and Essbase
• Multidimensional Analysis
• Administration Services Console
• Essbase Outlines
• Calculation Scripts
• Member Properties
• Block Storage and Aggregate Storage Databases

Managing Dimensions with Performance Management Architect

• Performance Management Architect Overview
• Dimension Library
• Dimensions for Standard Profitability Applications
• Creating Dimensions
• Creating Members
• Managing Members
• Organizing Shared Library
• Managing Dimensions with Grid Editor

Loading Dimension Metadata

• About Loading Dimension Metadata
• Setting Up Text Files
• Setting Up Interface Tables
• Loading Metadata
• Viewing Job Status

Creating Standard Profitability Applications

• About Performance Management Architect Applications
• Creating Standard Profitability Applications with Application Wizard
• Managing Local and Shared Dimensions
• Adding Dimensions to Applications
• Changing Local Dimensions to Shared Dimensions
• Overriding Inherited Property Settings
• Excluding and Showing Members
• Synchronizing Local with Shared Dimensions

Setting Up Standard Profitability Application Dimensions

• Setting Up Common Dimension Properties
• Adding Custom Driver Measures
• Setting Up Business Dimensions
• Setting Up POV Dimensions
• Adding Member Descriptions
• Assigning Attributes
• Adding User-Defined Attributes
• Adding Member Formulas

Deploying Standard Profitability Applications

• About Deploying Applications
• Validating Applications
• Comparing Applications
• Duplicating Applications
• Deploying Applications to Application Servers
• Viewing Job Status

Creating the Model Structure for Standard Profitability Applications

• About Models
• Setting Model Preferences
• About Stages
• Stages and Dimensions
• About Points of View
• Adding Points of View
• Copying Points of View
• Deploying Essbase Databases

Adding Data to Models

• About Adding Data to Models
• Loading Data
• Viewing and Editing Stage Data
• Viewing and Editing Driver Data

Setting Up Assignments

• About Assignments
• Creating Assignments
• Creating Assignment Rules
• Design Considerations

Introduction to Drivers

• About Drivers
• Driver Formulas
• Driver Formula Example
• Formula Types
• Driver Basis Types
• Priority Sequence Drivers

Creating Drivers for Allocations

• Creating Drivers
• Selecting Drivers
• Adding Exceptions to Driver Selections

Managing Calculations

• About Managing Calculations
• Validating the Model Structure
• Running Driver Data Reports
• Running Calculations
• Running the Stage Balancing Report
• Running Trace Allocation Reports

Analyzing Data

• Creating Smart View Queries
• Navigating Smart View
• Connecting to Data Sources
• Creating Ad Hoc Grids
• Setting the Point of View
• Associating Data Sources with Worksheets

Working with Management Ledger Applications

• Creating and Deploying Management Ledger Applications
• Creating Rule Sets
• Create Allocation Rules
• Creating Custom Calculation Rules
• Viewing Rule Balancing and Trace Allocations reports
• Creating Smart View Queries
• Validating the Model

Security and Lifecycle Management

• User Authentication
• Assigning Security Roles
• Migrating Applications by Using Lifecycle Management
• Importing Model Metadata from Staging Tables