• About Enterprise Performance Management

HFM Basics

• Dimensions
• Define Application Profile
• Create application

• About Metadata Load Files
• Loading Metadata
• Manage Metadata
• Prepare own Metadata

• About Accounts and Custom Dimensions
• Setting Up Account Types and Hierarchies
• Setting Up Accounts and Custom Dimensions
• Intercompany Account and Other Account Properties

• Setting up Entities
• Setting Up Calendars
• Setting Up Scenarios

• About Data Forms
• Accessing the Form Builder
• Defining the Point of View
• Defining Columns and Rows
• Setting Row and Column Options
• Exporting Data to Spreadsheets

• About Data Grids and Accessing Data Grids
• Changing the Grid Layout and Display
• Selecting Members for Dimensions
• Selecting Members
• Saving Grid Settings
• Entering Data and Filling Multiple Cells
• Spreading and Calculating Data
• Adding Cell Text and Line-Item Detail

• About Member Lists
• System and User-Defined Member Lists
• Creating Member Lists
• Identifying Member Lists in a File
• Creating Static Member Lists
• Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
• Loading and Extracting Member Lists

• About Intercompany Transactions
• Intercompany Account Balances
• Elimination Process
• Plug Accounts
• Intercompany Eliminations and the Value Dimension
• Setting Up Entities and Accounts for Intercompany Data

• About Journals and Journal Benefits and Adjusting Data
• Journals Review Process and the Value Dimension
• Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
• Creating Journal Templates and Journal Balance Types
• Creating Journals and Entering Journal Data
• Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report
• Setting Journal Report Properties and Selecting Columns and Filters
• Saving Journal Reports Locally and Remotely

• Consolidation Process and Percentages
• Entering Consolidation Information Using Ownership Management
• Running Consolidations
• Checking Consolidation Status
• Data Translation
• Entering Exchange Rates

• About Smart View
• Smart View Installation and Components
• Connecting to a Data Source
• Entering Data with Web Data Forms
• Functions in Smart View

• About Rules and Rules Syntax
• Rule Types and Rules Files
• Objects and Functions in Rules
• Assigning Values to Accounts
• Account Expressions
• Setting Values for Multiple Accounts
• Sub cubes, Data Retrieval, and Rules
• Loading and Extracting Rules