Description

Introduction of Advanced Hyperion

Oracle Hyperion Planning allows organizations to create robust financial plans and forecasts through customizable business rules and scripts. This course delves into advanced techniques for developing and managing custom scripts and business rules, enabling users to tailor the planning process to meet specific organizational needs.

Prerequisites

• Familiarity with basic Hyperion Planning concepts
• Understanding of financial planning processes
• Basic knowledge of scripting languages (such as JavaScript or Business Rules language)

Table of Contents

1. Overview of Advanced Hyperion Planning
   1.1 Introduction to Custom Scripts and Business Rules
   1.2 Benefits of Using Advanced Features in Hyperion Planning
   1.3 Key Components of the Hyperion Planning Environment
2. Setting Up Business Rules
   2.1 Defining Business Rules and Their Functions
   2.2 Creating and Configuring Business Rules in Hyperion Planning
   2.3 Managing Rule Execution Order and Dependencies
3. Developing Custom Scripts
   3.1 Understanding the Scripting Environment in Hyperion Planning
   3.2 Writing Custom Scripts for Data Manipulation(Ref: Hyperion Financial Management (HFM): Consolidation and Reporting)
   3.3 Best Practices for Script Development and Debugging
4. Using Calculation Scripts
   4.1 Implementing Calculation Scripts for Financial Models
   4.2 Automating Complex Calculations and Aggregations
   4.3 Validating and Testing Calculation Scripts
5. Integrating Business Rules with Planning Applications
   5.1 Linking Business Rules to Planning Forms and Workbooks
   5.2 Creating Dynamic Business Rules for Scenario Management
   5.3 Implementing Business Rules for Data Validations and Checks
6. Advanced Scripting Techniques
   6.1 Leveraging JavaScript for Enhanced Functionality
   6.2 Using Functions and Libraries in Custom Scripts
   6.3 Implementing Conditional Logic and Loops in Scripts
7. Performance Optimization for Scripts and Rules
   7.1 Analyzing and Optimizing Script Performance
   7.2 Identifying Common Performance Bottlenecks
   7.3 Best Practices for Efficient Business Rule Execution
8. Troubleshooting Scripts and Business Rules
   8.1 Common Errors and Debugging Techniques
   8.2 Using Logging and Trace Features for Troubleshooting
   8.3 Managing Version Control for Scripts and Rules
9. Documenting and Maintaining Scripts and Rules
   9.1 Creating Documentation for Business Rules and Scripts
   9.2 Implementing Change Management Processes
   9.3 Ensuring Compliance and Audit Trails
10. Future Trends in Hyperion Planning
    10.1 Leveraging Cloud Capabilities for Advanced Planning
    10.2 Integrating Machine Learning and AI in Planning Processes
    10.3 Preparing for New Features and Enhancements in Hyperion Planning

Conclusion

This course provides participants with advanced knowledge and skills to develop and manage custom scripts and business rules in Hyperion Planning. By mastering these features, users can enhance the planning process, streamline operations, and deliver more accurate financial forecasts. Organizations can achieve greater flexibility and responsiveness to changing business needs.

Reference