Oracle Hyperion Financial Management Training

Live Online & Classroom Enterprise Training

Learn to use Oracle Hyperion Financial Management for financial consolidation, reporting, and analysis to support accurate, compliant, and efficient financial close processes.

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What is Oracle Hyperion Financial Management Training about?

Oracle Hyperion Financial Management (HFM) is an enterprise financial consolidation and reporting solution widely used for managing global financial processes. This course introduces learners to key HFM functionalities including consolidation rules, metadata management, data loading, financial reporting, and workflow management. Participants will understand how HFM supports compliance, accuracy, and transparency in financial close cycles. By the end of the course, learners will be able to configure, manage, and utilize HFM to streamline consolidation and reporting operations within organizations.

What are the objectives of Oracle Hyperion Financial Management Training ?

Understand HFM architecture, components, and key features.
Learn to manage metadata, entities, accounts, and consolidation rules.
Perform data loading, validation, and financial close workflows.
Create and interpret financial reports using HFM tools.
Apply best practices for consolidation, reporting, and compliance.

Who is Oracle Hyperion Financial Management Training for?

Financial Analysts and Accounting Professionals.
Financial Consolidation Specialists.
HFM Administrators and Developers.
Corporate Finance and FP&A Teams.
ERP/Financial System Consultants.

What are the prerequisites for Oracle Hyperion Financial Management Training?

Prerequisites:

Basic understanding of accounting and financial statements.
Knowledge of financial consolidation concepts.
Familiarity with Oracle EPM or similar tools (helpful).
Basic Excel and data management skills.
Interest in enterprise performance management (EPM) systems.

Learning Path:

Introduction to Oracle HFM and Enterprise Performance Management
Metadata Management and Application Setup
Data Loading, Mapping, and Validation
Consolidation Rules, Journals, and Financial Close Workflow
Reporting, Analysis, and Administration Best Practices

Related Courses:

Oracle Hyperion Planning
Oracle Financial Consolidation and Close Cloud (FCCS)
Oracle EPM Cloud Fundamentals
Financial Reporting and Analysis with Oracle Tools

Available Training Modes

Live Online Training

3 Days

Course Outline Expand All

Expand All

Module 1: Introduction to Financial Management

Overview of Oracle Hyperion Financial Management (HFM)

Key Features and Architecture

Core Concepts: Entities, Scenarios, Periods

Financial Consolidation Workflow

HFM User Interface Overview

Module 2: Navigating in Financial Management

Understanding the HFM Workspace

Navigating Menus and Task Areas

Using Grids, Forms, and Reports

Working with Data Views and Filters

Personalizing the User Interface

Module 3: Managing Dimensions with Performance Management Architect (PMA)

Overview of Enterprise Performance Management Architect (EPMA)

Dimension Library Management

Creating Shared & Local Dimensions

Validating and Synchronizing Dimensions

Deploying Dimensions to HFM Applications

Module 4: Importing Dimensions from a File

File Format Standards and Requirements

Mapping Dimension Attributes

Importing Metadata via Flat Files

Validating Metadata Imports

Troubleshooting Metadata Load Errors

Module 5: Creating and Deploying Applications

Application Profile Creation

Defining Calendars, Currencies, and Consolidation Settings

Loading Initial Metadata

Application Validation

Deploying the Application via EPMA or Classic

Module 6: Configuring Accounts and Custom Dimensions

Setting Up Account Types and Hierarchies

Configuring Custom Dimensions

Defining Attribute Dimensions

Setting Consolidation and Aggregation Properties

Validation of Metadata Configurations

Module 7: Setting Up Entities, Calendars, and Scenarios

Creating Entity Hierarchies

Configuring Consolidation Methods

Setting Up Periods and Frequency

Scenario and Year Configuration

Currency and Rate Settings

Module 8: Loading Data

Methods of Loading Data (Flat File, FDMEE, Manual)

Preparing Data Load Files

Executing Data Loads

Validating and Monitoring Data Loads

Handling Data Load Exceptions

Module 9: Entering Data Using Data Grids

Introduction to Data Grids

Creating and Customizing Grids

Inputting and Validating User Data

Spreading and Allocations within Grids

Submitting and Locking Data

Module 10: Creating Member Lists in Financial Management

Purpose and Use Cases for Member Lists

Creating Static Member Lists

Creating Dynamic Member Lists

Using Member Lists in Forms and Rules

Maintaining and Updating Lists

Module 11: Managing Rules With Calculation Manager

Introduction to Calculation Manager

Creating and Editing Rule Components

Writing HFM Business Rules (Custom Code)

Validating and Deploying Rules

Scheduling and Monitoring Rule Execution

Module 12: Setting Up Security

User and Group Management

Assigning Access Permissions

Security Class Setup

Data Access and Metadata Security

Importing/Exporting Security Models

Module 13: Creating Data Forms

Purpose of Data Forms

Designing Form Layouts

Adding Dimensions and POVs

Form Validation and Optimization

Publishing and Accessing Forms

Module 14: Creating and Managing Task Lists

Creating Task Lists

Adding Tasks and Instructions

Assigning Users and Groups

Monitoring Task Progress

Managing Task Dependencies

Module 15: Entering Intercompany Data

Introduction to Intercompany Transactions

Setting Up Intercompany Partner Entities

Recording Intercompany Entries

Matching and Eliminating Intercompany Transactions

Generating Intercompany Reports

Module 16: Adjusting Data with Journals

Understanding HFM Journals

Creating Manual and Auto Journals

Journal Approval Workflow

Posting and Unposting Journals

Journal Review and Audit Reports

Module 17: Translating Data

Currency Translation Concepts

Setting Up Translation Rules

Running Translation in HFM

Reviewing Translation Results

Troubleshooting Translation Issues

Module 18: Running Consolidations

Consolidation Engine Overview

Executing Consolidation Processes

Reviewing Consolidation Status

Handling Ownership and Percentage Changes

Managing Consolidation Overrides

Module 19: Managing the Review Cycle Using Process Management

Introduction to Process Management

Setting Up Review Levels

Submitting and Approving Data

Locking and Unlocking Entities

Monitoring Review Cycle Status

Module 20: Managing and Migrating Applications

Exporting and Importing Applications

Lifecycle Management (LCM) Overview

Backup and Restore Procedures

Migrating Metadata, Security, and Data

Best Practices for Application Migration

Who is the instructor for this training?

The trainer for this Oracle Hyperion Financial Management Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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