Course Contents
Introduction To Planning
- Planning Overview
- Planning Architecture Overview
- Planning Business Process Overview
- Planning Business Scenario
Dimensions Overview
- Plan Types
- Planning Dimensions
- Data Block Creation Process
- Aggregation, Storage, and Calculation Options
Navigating Workspace
- Workspace Overview
- Launching Workspace
- Opening Applications
- Navigating in Planning
Creating And Managing Dimensions In Performance Management Architect
- Navigating Performance Management Architect
- Managing Dimensions
- Creating Members in Dimension Library
- Managing Members
- Creating Associations Between Dimensions
- Organizing Shared Library
- Working with Grid Editor
Importing Metadata
- Metadata Load Options
- Formatting Metadata Load Files
- Creating Import Profiles
- Importing Metadata with Lifecycle Management
Creating Applications
- Methods for Creating Appliations
- Application Creation Process
- Application Criteria
- Creating Appliations with Application Creation Wizard
- Adding Dimensions from Shared Library
Setting Up Entity And Account Dimensions
- Entities Overview
- Adding and Modifying Entities
- Accounts Overview
- Account Types
- Saved Assumptions
- Data Types and Exchange Rates
- Creating Account Hierarchies
- Consolidation Order
Setting Up Alias, Period, Year, Scenario, Version, And Currency Dimensions
- Creating Aliases
- Customizing Time Periods
- Creating Scenarios
- Defining Versions
- Adding Currencies
Creating User-Defined Elements
- User-Defined Dimensions
- Adding Attributes
- Creating Member Formulas
- Adding User-Defined Attributes
- Working with Smart Lists
Deploying Applications
- Deployment Process
- Preparing Applications for Deployment
- Validating Applications
- Deploying Applications to a Planning Server
- Redeploying Applications
- Setting Planning Properties
Setting Up Exchange Rates
- Currencies and Exchange Rates
- Creating Exchange Rate Tables
- Generating Currency Conversion Calculation Scripts
Loading And Calculating Data
- Data Load Options
- Staging Data with Interface Tables
- ETL Data Load Tools
- Data Calculations
Provisioning Users And Groups For Planning
- Planning Security Overview
- User and Group Provisioning Overview
- Provisioning Users and Groups
- Generating Provisioning Reports
Setting Up Access Permissions To Planning Applications
- Assigning Access Permissions
- Importing Access Permissions
- Creating Security Filters
Creating Data Forms
- Data Forms Overview
- Creating Simple Data Forms
- Creating Composite Data Forms
Customizing Data Forms
- Data Form Customization
- Exporting and Importing Data Forms
- Creating Menus
- Creating Formula Rows and COlumns
- Building Validation Rules
- Setting Up Custom Messaging
- Specifying Advanced Settings
- Setting Up User Preferences
Entering Data In Planning
- Navigating Data Forms
- Submitting Data in Data Forms
- Spreading Data
- Adjusting Plan Data
- Adding Annotations to Plan Data
- Performing Ad Hoc Actions on Data Forms
- Calculating Data in Data Forms
Creating And Managing Business Rules
- Business Rules Overview
- Assigning Business Rule Security
- Launching Calculation Manager
- Setting Up Business Rules
- Validating and Deploying Business Rules
- Launching Business Rules
- Creating, Validating, and Deploying Rulesets
- Creating Business Rule Variables and Formulas
Setting Up The Approval Process
- Approval Process Overview
- Creating Planning Unit Hierarchies
- Setting the Potential Promotional Path
- Assigning Scenario and Version Combinations
- Synchronzing Planning Unit Hierarchies
- Exporting and Importing Planning Unit Hierarchies
- Viewing and Resolving Validation Errors
Managing The Approval Process
- Planning Unit Process States
- Reviewer Actions
- Impact of Entity Hierarchy on the Approval Process
- Managing the Review Cycle
- Copying Data Between Versions
- Copying Relational Data for Dimensional Intersections
- Clearing Cell Details
Creating Task Lists
- Task Lists Overview
- Navigating Task Lists in Basic Mode
- Navigating Task Lists in Advanced Mode
- Task List Creation Process
- Printing Task List Reports
Setting Up Classic Applications
- Classic Planning Application Set Up Process
- Building Dimension Hierarchies
- Setting Up Attributes
- Creating Alias Tables
- Smart List Creation Process
- Setting Up UDAs
- Loading Metadata and Data into Classic Applications
- Exporting and Importing Data Forms
