The Oracle Hyper Planning exam evaluates candidates' proficiency in using Oracle Hyperion Planning, an enterprise planning and budgeting solution that enables organizations to streamline their financial planning, budgeting, and forecasting processes. The exam covers various aspects of Oracle Hyperion Planning functionality, including application design, data entry, calculation rules, security, and reporting capabilities. Candidates are tested on their knowledge of Hyperion Planning architecture, features, best practices, and troubleshooting techniques.
Skills Required
Financial Planning and Analysis (FP&A): Candidates should have a strong understanding of financial planning and analysis concepts, including budgeting, forecasting, variance analysis, and financial reporting.
Hyperion Planning Concepts: Proficiency in understanding the principles and components of Oracle Hyperion Planning, including applications, dimensions, members, forms, and data grids.
Application Design and Configuration: Skills in designing and configuring Hyperion Planning applications, including defining dimensions, hierarchies, member properties, and data forms.
Data Entry and Calculation: Ability to enter and manipulate data using Hyperion Planning data forms, including spreading, allocation, and currency conversion techniques.
Security and Administration: Knowledge of Hyperion Planning security concepts and administration tasks, including user provisioning, role-based access control, and application deployment.
Who should take the exam?
Financial Analysts: Professionals involved in financial planning, budgeting, and forecasting processes within organizations.
FP&A Managers: Managers responsible for overseeing financial planning and analysis activities and managing Hyperion Planning implementations.
Hyperion Administrators: Administrators responsible for configuring, managing, and maintaining Hyperion Planning applications and environments.
IT Professionals: IT professionals involved in the deployment, integration, and support of Hyperion Planning solutions within their organizations.
Anyone Interested in Financial Planning: Individuals interested in expanding their knowledge and skills in financial planning and analysis software for career advancement or professional development.
Course Outline
The Oracle Hyper Planning exam covers the following topics :-
Module 1: Introduction to Oracle Hyperion Planning
Overview of Oracle Hyperion Planning architecture and components
Key features and capabilities of Oracle Hyperion Planning for financial planning, budgeting, and forecasting
Licensing and deployment options for Oracle Hyperion Planning
Module 2: Hyperion Planning Application Design
Designing Hyperion Planning applications, including defining dimensions, hierarchies, and member properties
Creating and configuring planning units, scenarios, versions, and years for financial planning cycles
Configuring security settings, access controls, and user provisioning for Hyperion Planning applications
Module 3: Data Entry and Submission
Entering, editing, and submitting data using Hyperion Planning data forms and data grids
Implementing data validation rules, calculations, and data validations to ensure data accuracy and integrity
Using Smart View for Office to import and export data between Microsoft Excel and Hyperion Planning applications
Module 4: Planning Process Management
Managing planning cycles, workflows, and approvals in Hyperion Planning applications
Monitoring and tracking planning progress using task lists, status reports, and audit trails
Configuring notifications and alerts for plan owners, approvers, and stakeholders
Module 5: Data Integration and Automation
Integrating Hyperion Planning with other Oracle EPM and ERP systems, such as Oracle Financials, Oracle Essbase, and Oracle E-Business Suite
Automating data loads, imports, exports, and data refreshes using Hyperion Planning data management tools
Implementing best practices for data integration, data governance, and data quality management
Module 6: Calculation and Consolidation
Configuring calculation rules, member formulas, and allocation methods in Hyperion Planning applications
Performing financial consolidations, eliminations, and intercompany reconciliations using consolidation tools and processes
Analyzing consolidated financial results and generating financial statements and reports
Module 7: Reporting and Analysis
Creating and customizing financial reports, dashboards, and scorecards using Hyperion Planning reporting tools
Implementing ad-hoc analysis, slice-and-dice, and drill-through capabilities for exploring planning data
Distributing and sharing financial reports and analysis with stakeholders using Hyperion Workspace
Module 8: Security and Administration
Configuring security settings, access controls, and user provisioning for Hyperion Planning applications
Managing user roles, permissions, and privileges using role-based access control (RBAC) models
Performing administrative tasks, such as application deployment, backup and recovery, and software updates
Module 9: Performance Optimization and Troubleshooting
Optimizing performance and scalability of Hyperion Planning applications through tuning and optimization techniques
Troubleshooting common issues and errors in Hyperion Planning applications using diagnostic tools and techniques
Implementing best practices for performance management and troubleshooting in Hyperion Planning environments
Module 10: Hyperion Planning Best Practices and Advanced Features
Implementing best practices for designing, configuring, and managing Hyperion Planning applications
Exploring advanced features of Oracle Hyperion Planning, such as predictive planning, rolling forecasts, and driver-based planning
Leveraging Hyperion Planning for scenario analysis, what-if modeling, and strategic planning