In this course, you learn how to manage metadata, create an application, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, and create business rules. In addition, you learn how to design and manage the approval process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises and a case study provide you with hands-on practice.
Learn To:
Create Planning applications
Manage Planning metadata
Create dimensional structures
Create Planning data forms and enter data
Set up security for Planning users, groups, and dimensions
Build planning unit hierarchies to support the budget approval process
For students new to Oracle Hyperion Planning, it is suggested that you view the Planning Overview Tutorial before attending class.