Oracle HFM Implementation Boot Camp

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Oracle HFM Implementation Boot Camp

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Presentation transcript:

Oracle HFM 11.1.2.2 Implementation Boot Camp Presented by Saravanan Singaravadivelan Developed by Saravanan Singaravadivelan Senior Consultant Qubix International Ltd

Administration This is a 5-day boot camp with the following schedule: Day 1-4: 9 am to 5 pm Day 5: 9 am to 4 pm Breaks One-hour break for lunch 15-minute breaks throughout the day, as required Course material will be distributed electronically in PDF format Technical environment All you need on your laptop is Internet Explorer version 7 or higher Access and Login information will be provided You will be assigned a user ID for use during the boot camp

Agenda – Day 1 Start End Agenda Item 09:00 09:45 Welcome, Overview and Introductions 10:15 HFM Overview 10:45 Lab Environment Setup 11:00 Break 11:30 Application Profile & Metadata Management Overview 12:00 Application Profile & Metadata Management Lab 13:00 Lunch 13:45 Dimensions Overview (concepts & design considerations) 15:00 Build Dimensions Lab 15:15 16:00 Data Loading Overview (Native Format and alternative methods) 17:00 Data Loading Lab

Agenda – Day 2 Start End Agenda Item 09:00 09:15 Questions & Answers / Day 1 Review 09:45 Security Overview (Shared Services, User/Group, Life Cycle Management) 10:30 Security Lab 10:45 Break 11:00 Member Lists Overview 12:00 Member Lists Lab 13:00 Lunch 14:00 Rules Overview (concepts & design considerations) 15:00 Rules Lab 1 (Subroutines, Functions, Variables) 15:15 17:00 Rules Lab 2 (Restrictions & Common Calculation)

Agenda – Day 3 Start End Agenda Item 09:00 09:15 Questions & Answers / Day 2 Review 09:45 Workspace Overview & Lab 10:45 Data Grids Overview & Lab 11:00 Break 12:00 Data Forms Overview & Lab 13:00 Lunch 14:00 Journals Overview & Lab 15:00 IC Matching Reports Overview & Lab 15:15 16:00 Tasklists Overview & Lab 17:00 Process Control Overview & Lab

Agenda – Day 4 Start End Agenda Item 09:00 09:15 Questions & Answers / Day 3 Review 09:30 Smart View Overview 10:45 Smart View Lab 1 (Install, Connections, Functions) 11:00 Break 12:00 Smart View Lab 2 (Ad Hoc, Data Forms) 13:00 Lunch 13:15 Financial Reporting Studio Overview 15:15 Financial Reporting Studio Lab 15:30 15:45 Workspace Reporting Overview 17:00 Workspace Reporting Lab

Agenda – Day 5 Start End Agenda Item 09:00 09:15 Questions & Answers / Day 4 Review 09:30 Administrative Tasks Overview 10:45 Administrative Tasks Lab 11:00 Break 12:00 EPM Architect Overview 13:00 Lunch 15:00 EPM Architect Lab 15:30 FCM & DM Overview 16:00 Wrap up and Evaluations