Hyperion Training Program S

Hyperion Training Program

S.No Topic Duration (Hours) 1 Data Warehousing Fundamentals 6 2 Hyperion Analytics Services (Essbase) + Essbase Integration Services/Data Integration Manager/Hyperion Application Link
Complete implementation of Sales Tracking Case Study 25 3 Hyperion Web Analysis (Analyzer) 4 4 Hyperion Planning 12 5 Hyperion Interactive Reports 20 6 Hyperion Financial Management 37 Hours
1. Students Guides.
2. Video Tutorials recorded session for al classes.
3. Lab Guide.
4. Reference URLs
5. Certification Questions *** (Provided that you have opt that options)
Contact Point : aloo_a2@yahoo.com
Session # Date and Time Area of Focus Session Topics 1 Day 1
5 Hours

Understanding fundamentals of Data warehousing DATA WAREHOUSE OVERVIEW
a. Overview
b. Typical uses
c. Enterprise Data Model
d. Operational vs. historical data
e. Extract Transform Load (ETL)
f. Metadata
g. Data warehouse vs. data mart
h. Data mining
i. OLAP vs. OLTP
j. Massive size implementation
k. Logical design vs. physical design
l. Normalization vs. denormalization
m. Referential constraints
n. Entity model
o. Star schema
p. Snowflake schema
q. Requirements analysis
r. Requirements gathering
s. Schema design
t. Warehouse design
u. Implementation
v. Follow-up and review 2 Day 1
3 Hours
Self Learning

Developing candidates understanding by reading case studies and exploring latest treads in current scenario. 1 Developing understanding about Data warehouse fundamentals and latest techniques.
1) Exploring current trends and techniques.
2) Reading case studies(Visiting Forums/Case studies). 3 Day 2
Duration 1 Hour
Quiz # 1 & Discussion
Data Warehousing Fundamentals Quiz. 1. Quiz to identify the how far candidates are comfortable with Data warehousing fundamentals understanding – I. 4 Day2
w. Overview
x. Metadata properties
y. Star schema
z. Snowflake schema
aa. Cubes
bb. Measures and facts
cc. Attributes and relationships
dd. Dimension
ee. Hierarchies
ff. Joins
gg. Summary tables and aggregation
hh. Exercises
ii. Overview
jj. Top down
kk. Bottom up
ll. Sizing
mm. Cleaning
nn. Populating the data warehouse
oo. Definition and scope
pp. Extract options
qq. Transform options
rr. Load options
ss. Surrogate key concepts
tt. Slowly Changing Dimensions (SCD) 5 Day 2
Self Learning
2 Hours

Understanding advance DWH Concepts Developing DHW designing constraints.
3) Understanding DWH Design constrains and techniques.
4) Reading case studies (Visiting Forums/Case studies). 6 Day 2
1 hour Session ending Quiz # 2
& Discussion 1. Quiz to identify the how good candidate is Data warehousing Design constraints and DWH understanding – II

Session # Date and Time Area of Focus Session Topics 1 Day 3
1 Hour
Understanding the OLAP fundamentals with respect to Essbase Online Analytical Processing Overview
1. Data Transformation.
2. Multidimensional View of Information
3.Multidimensional Data Model and Data
Analysis Technique.
4. OLAP Solutions 2 Day 3
1 Hours

Hyperion system 9 overview and concept building for Analytical services Analytic Services Overview
1. Business Performance Management
2. Hyperion System 9 Overview
3. Hyperion Analytic Solution
4. Analytic Services
5. Analytic Administration Services 3 Day 3
4 Hour
Understanding Multidimensional Database design implications. Defining Dimensions and its members. Creating Multidimensional Databases & Application.
1. Life Cycle of the Essbase Analytics Database Design
2. Creating Essbase Analytics Applications and Databases
3. Creating and Managing Database Outlines
4. Creating Time, Accounts, and Scenario Dimensions Day 3
2 Hours
Quiz , Discussion & Self Learning
Understanding Multi Dimensional Database concepts. Essbase Overview. Essbase fundamentals
4 Day 4
3 Hours

Practice #1
* Creating multidimensional Database for sample application.
* Defining Dimension types for sample application.
* Real time issues during Database & application creation. Day 4
1 Hour Essbase Fundamentals Quiz #1 Essbase Quiz to identify candidates comfort level at MDD fundamentals and Essbase overview. 4

Day 4
2 Hours
Implementation of Dimensions and members in Essbase Outline
Enhancing Database Outlines
1. Creating Business-view Dimensions
2. Specifying Consolidation Operators and Defining Calculations
3. Setting Time Balance Properties
4. Creating Label-Only and Shared Members
5. Defining Duplicate Member Names and Member Aliases
6. Creating Attribute Dimensions Day 4
1 Hours
Self Learning & Discussion Understand Essbase Outline, Dimensions, Members and Member type. Identify general issues/error occurs during outline creation. 5
Day 5
1 Hours

Practice #2
o Creating Database outline for sample application.
o Defining Dimension and its members.
o Determining Dimension type and setting member properties.
o Issues while creating members and setting its properties. Day 5
1 Hour Essbase Quiz #2 & Discussion Essbase Quiz to identify candidates comfort level at MDD fundamentals and Essbase overview. Day 5
2 Hours

Understanding needs of Dynamic Dimension Building using Rule files. Creating Basic Dimensions Build Rules Files
1. Data Prep Editor overview
2. Creating Dimensions using Rules Files
3. Selecting Dimension Build Method
4. Defining Field Properties
5. Validating Dimension Build Rules Files
6. Configuring Dimension Maintenance Settings Day 5
3 Hours An introduction to EIS Creating Dimension and loading data using EIS.
1. Designing OLAP Model using EIS.
2 Building Metaoutling.
3 Building Dimension and loading data.
Day 5
2 Hour

Self Learning Understanding dynamic dimension building using rule files and Outline Editor. Day 6
2 Hours

Practice #3
Dimension creation using own rule file (user defined) for the sample application.
Runtime changing Dimension & its member properties.
Issues involved during Rule file creation and execution. 6
Day 6
2 Hours

Changing Dimension and Member type dynamically Creating Advanced Dimension Build Rules Files
1. Creating Shared Members
2. Manipulating Fields
3. Creating User-Defined Attributes Day 6
2 Hours

Attribute dimension overview Creating Attribute Dimensions
1. Adding Attribute Dimensions to Outlines
2. Design Considerations for Attribute Dimensions
3. Creating Attributes with Rules Files Day 6
2 Hours Self Learning & Discussion Scanning forums and identifying common issues and errors while creating Dimensions, Members and outlines.
Day 6
2 Hours Practice #4
* Setting member advanced properties using rule files for sample application.
* Common error and issues while Dimension building.
Multiple Choice Questions (Day 3- Day 6)
* OLAP fundamentals
* Analytical Services (Essbase).
* Hyperion System 9
* Multidimensional Database concept
* Essbase Database Outline.
* Basic operations on Database outline.
* Various types of Outline
* Rule files for Dynamic Outline preparation
* Member properties(Shared, Never Shared, UDA)
* Attribute Dimension 8 Day 7
Hours 4

Loading data into outlines and dealing issues during data loading. Loading Data
1. Data Load Options
2. Loading Data from Flat Files
3. Performing Free-Form Data Loads
4. Loading Data with Rules Files
5. Loading Data from SQL Data Sources Day 7
Hours 2 Practice #5
* Defining new Dimension as attribute type using Outline editor
* Defining new Dimension as attribute type using Rule Files
* Free form loading data.
* Loading data using Rule files(with Multiple scenario) in Sample Basic application
* Loading data from SQL Source
* Dealing with error files. Issues related load data fail. Day 7
Hour 2 Session end quiz, Self Learning & Discussion Visiting to the forums and identifying various means to upload data into Essbase. Optimizing the load process and various techniques to load data using rule and free form loading. 9 Day 8
4 Hours
Understanding & Implementing Business Rules using Calc Script Calculating the Essbase Analytics Database
1. Outline Calculations
2. Calculation Scripts
3. Two-Pass Calculations
4. Dynamic Calculations
5. Dynamic Time Series Day 8
2 Hours
Practice #6
* Writing basic calc script.
* Writing Outline calc script.
* Developing formulas.
* Calculating Time Series Data
* Developing Calculation Scripts
* Common error while writing calc scripts Day 8
2 Hours Session end quiz, Self Learning & Discussion Identifying commonly used formulas and issues associated with them. Multiple Choice Questions (Day 7- Day 8)
* Loading data under various scenarios (Free form and Rule Files).
* Dynamic Outline creation with loading data.
* Building simple calculation scripts.
* Advance calc scripts. 10 Day 9
Hours 4

Navigating Data using report script and smart view(short cut) Retrieving Data
1. Smart View Overview
2. Connecting to the Analytic Server
3. Retrieving Multidimensional Data into Two-dimensional Spreadsheet Reports
4. Navigating Through Spreadsheet Reports
5. Manipulating Multidimensional Data
6. Smart View Options.
7. Report Scripts. Day 9
2 Hours

Practice #7
Writing Report scripts (Essbase reports script) for sample Basic Database.
Writing basic Spread Sheet reports(Using Drill Down, Drill UP, Pivots)
Basic Spread Sheet Reports
Issues and common error occurs during data retrieval. Day 9
2 Hour Session end quiz, Self Learning & Discussion Visiting forums and seeing sample reports, i.e Top ‘N’ Analysis, Drill Down, Roll Up, Pivoting queries. Day 10
3 Hours
Building reports using MS Excel with Hyperion Essbase client. Advanced Spreadsheet Reporting
1. Updating Data on the Analytic Server
2. Creating Free-Form Reports
3. Selecting Members
4. Creating Reusable Queries
5. Extending the Spreadsheet
6. Environment with Visual Explorer Day 10
2 Hours
Understanding basic security policies and user management Designing and Managing Security Policies
1. User Management and Security
2. Controlling Access to Database Cells
Day 10
2 Hours

Practice #8
* Data loading using Spread Sheet.
* Writing Free form reports for sample basic application
* Writing Spread Sheet Queries.
* Advance spread sheet reports. Day 10
1 Hours Session end quiz, Self Learning
& Discussion Viewing and implementing spread sheet reports and Day 11
2 Hours Practice #10
* Creating users & groups.
* Setting access permissions.
* Defining security policies for Database Day 11
3 Hours

Understanding various techniques to enhance Analytical Services Performance. Monitoring Performance
1. Improving Analytic Services Performance.
2. Optimizing Analytic Services Caches.
3. Optimizing Database Restructuring.
4. Optimizing Data Loads.
5. Optimizing Calculations.
6. Optimizing Reports and Other Types of Retrieval. Day 11
3 Hours Session end quiz, Self Learning & Discussion Understand the data load, Reports retrieval optimization techniques. Considering various real time scenarios. Issues and errors need to deal while implementing optimizing. Multiple Choice Questions (Day 9- Day 11)
* Data retrieval using spread sheet reports
* Data loading using Spread Sheet
* Advance Spread Sheet Reports
Session # Date and Time Area of Focus Session Topics 1 Day 12
Hours 3 Understand the installation steps and creating basic reports. Installation of Hyperion
Analyzer Setting up environment.
Hyperion Analyzer Overview. 2 Day 12
Hour 1 Designing web reports Creating Basic reports Day 12
Hours 2 Practice # 1
* Designing basic reports
* Report with filters Day 12
Hours 1 Self learning Visiting forums and identifying the real time implementation of Hyperion Analyzer reporting. Designing basic reports and sample reports. Day 12
Hours 1 Quiz & Discussion. Identifying the needs of developing Analyzer reports and integrating with Essbase Database. 3 Day 13
Hour 2 Designing Custom Reports Designing Pinboards, Custom reports, HTML Web Clients Day 13
Hours 1 Designing Advance Reports Designing Advance and Relational reports. Day 13
Hours 1 General Analyzer Administration Administration Tools Day 13
Hours 2 Practice#
* Customizing reports
* Designing pinboards
* HTML Web clients
* Designing Advance and Relational reports.
* Report Administration. Day 13
Hours 1 Self Learning Identifying technical issues and sample case study. Day 13
Hours 1 Technical Discussion Discussion about common issues and technique follows while report creation. Multiple Choice Questions (Day 12- Day 13)
* Hyperion Analyzer Concepts
* Designing web reports
* Hyperion Analyzer Advance Designing
****Note : This case study is now part of Essbase Training.

Session # Date and Time Area of Focus Session Topics 1 Day 14
Hours 2 Understanding Business Requirements
Explaining sales tracking system process flow diagram, various entities involved Draw ER Diagram. 2 Day 14
Hours 6 Analyzing the current system and plan for the Database Outline
Writing SRS and process flow diagram. Technical documentations(HLD LLD) 3 Day 15
Hours 4 4 Day 15
Hours 4 Dimensional Modeling Basics
Process for designing a Database Design Data Model. Identifying Dimensions, Members, Measures (Fact Table), DWH Operations. Writing documentations for the all the above. 5 Day 16
Hours 8 Designing Multidimensional Database Outline
Loading Data from Flat files Mapping DWH concept and design model with real time Essbase Outline designing. Loading data from Data Source. 6 Day 17
Hours 4 Customizing Calculation script Writing basic calculations scripts for rollup, Actual, Budget, Variance , Margin, Revenue, COGS, Sales , Monthly/Quarterly/Yearly Opening/Closing Inventory ,Expense calculation, Commission, payroll, discount, financial calculations. 7 Day 17
4 Hours Writing Spread Sheet
Writing spear sheet reports for Top ‘N’ Analysis, Sales/Revenue/Margin/Expense reports based on time and market analysis. 8 Day 18
4 Hours Web Reports Writing web reports for Online Analysis 9 Day 18
2 Hours Essbase Server Administration
Backing up, restoring users, groups creation 10 Day 18
2 Hours Essbase Server Optimization and Monitoring performance
Writing MDX scripts to optimize the data load/Calc script.
Session # Date and Time Area of Focus Session Topics 1 Day 19
Hours 1 Planning Overview, Dimensions and Data Storage Overview Planning Overview
Hyperion System 9 Overview
Hyperion System 9 Planning
Relationship Between Planning and Essbase Analytics
Essbase Analytics Terminology
Navigating the Planning Web Client 2 Day 19
Hour 1 Planning Dimensions and Data Storage Overview Planning Dimensions and Data Storage Overview
Planning Dimensions Overview
Required Dimensions
User-Defined Dimensions
Dense Dimensions
Sparse Dimensions
Data Block Creation Process
Selecting Aggregation, Data Storage, And Calculation Options 3 Day 19
Hour 1 Dimension creation Setting Up the Period, Scenario, and Version Dimension
* Time Periods Overview
* Period and Year Dimensions
* Setting up Dynamic Time Series
* Choosing How Data is Stored
* Scenario Dimension and Creating Scenarios
* Version Dimension and Creating Versions 4 Day 19
Hour 1 Loading Metadata Loading Metadata from a File
* Time Periods Overview
* Period and Year Dimensions
* Setting up Dynamic Time Series
* Choosing How Data is Stored
* Scenario Dimension and Creating Scenarios
* Version Dimension and Creating Versions 5 Day 19
Hour 1 Creating and Customizing Data Forms and Folders Writing Data Forms
Data Forms and Folders Overview
Creating Folder Structures for Data Forms
Data Forms Requirements
Assigning Access Rights to Data Forms.
Managing User Variables
Setting Up User Preferences 6 Day 19
Hours 2 Entering Data on the Web
Entering Data Through Smart View Entering Data
Submitting Data Using Data Forms
Adjusting and Annotating Plan Data
Calculating Data in Data Forms
Smart View Overview
Planning and Smart View
Navigating Data Forms
Entering and Calculating Data
Accessing Data Offline
Essbase Analytics and Smart View
Performing Ad Hoc Analysis Day 19
Hours 2 Practice # 1
Creating sample application.
Creating and customizing Data Forms
Entering Data using Smart View and Web
7 Day 19
Hours 1 Self Learning, Quiz and discussion. 8 Day 20
Hours 2 Creating & Building Runtime Business Rules Creating Business Rules
Business Rules Overview
Navigating Business Rules
Business Rules Creation Process
Launching Business Rules from the Web
Printing Business Rules
Runtime Prompts Overview
Adding Runtime Prompts 9 Day 20
Hours 2 Adding Formulas to Business Rules
Process Management Writing Formulas
Adding Auto Calculations to Data Rows and Columns
Mathematical Functions and Properties
Mathematical Operators in Expressions
Formula Rows, Columns, and Cells
Common Mathematical Functions
Process Management Overview
Managing Review Cycles for Planning Units
Copying Data Between Versions
10 Day 20
Hours 2 Practice # 2
* Building Business Rules
* Adding formulas 11 Day 20
Hours 2 Self Learning and Quiz 12 Day 21
Hours 4 Creating Report Objects
Adding Text Functions Creating Reports
Report Objects Overview
Creating Text Boxes and Adding Images
Saving and Inserting Report Objects
Linking Report Objects
Designing Headers and Footers
Text Functions Overview
Inserting Text Functions in Text Boxes, Headings, and Text Cells
Creating Dynamic Values with Current Keywords
Common Text Functions 13 Day 21
Hours 2
Reviewing Planning Data with Web Analysis

Creating, Manipulating and Distributing Web Analysis Documents Integrating With Web Analyzer
Web Analysis Architecture
Key Benefits of Web Analysis
Key Concepts
Navigating Workspace and Web Analysis Studio
Workspace and Web Analysis Studio Tasks
Defining Queries
Setting Document Format Options
Creating Chart Views
Navigating Documents
Manipulating Data
Distributing Web Analysis Content 14 Day 21
Hours 2 Practice # 3 Creating Reports
* Navigating using Web Analysis. 15 Day 21
Hours 2 Self Learning Visiting forums and identifying common issues and errors during

Multiple Choice Questions (Day 19- Day 21)
* Planning Overview
* Dimensions and Data Storage Overview
* Creating and Customizing Data Forms and Folders
* Enter Data using Web/Smart View
* Building Business Rules
* Integration With Web Analysis

Session # Date & Time Area of Focus Details 1
Day 22
Hour 1 Hyperion System 9 Overview Introduction to Hyperion System 9
Hyperion System 9 Components
General Architecture of the Interactive
Reporting Module 2 Day 22
Hour 2
Manipulating Interactive Reporting
Documents & Creating Connection Files Manipulating Interactive Reporting
Opening and Saving IR Documents
Creating Basic Connection Files
Setting Advanced Options in
Connection Files 3 Day 22
Hours 2 Creating Data Models & Querying Data Sources Creating Data Models & Querying
Adding Topics to the Content Pane
Joining Topic Items
Modifying Topic and Item Displays
Querying and Data Models Overview
Adding Query Sections to IR Documents
Investigating Underlying Data
Requesting Items
Filtering and Aggregating Queries
4 Day 22
Hours 2 Self Learning and quiz sessions Self study through practice sessions
Evaluation of training by conducting quizzes
Practice #1
* Creating Simple reports
* Creating reports with filters.
* Creating Result set
* Creating Computed Items 5
Day 23
Hours 3 Creating Complex Queries & Preparing Data for Reports Creating Complex Queries
Querying and Data Models Overview
Requesting Items
Filtering and Aggregating Queries
Results and Table Sections Overview
Creating Date Groups
Creating Grouping Columns
Filtering Data 6 Day 23
Hours 3 Creating Table Reports & Pivot Reports Creating Table Reports
Formatting Data
Sorting Data
Modifying Data Functions Applied to
Fact Items
Drilling into Data
Spotlighting Values
Grouping, Focusing On, and Hiding
Labels 7 Day 23
Hours 2 Self Learning and quiz sessions Self study through practice sessions
Evaluation of training by conducting quizzes Practice #2
* Creating Advance reports
* Complex reports with charts and Pivots.
* Applying Drill Down/DrillUp Features 8 Day24
Hours 3 Creating Charts & Band-Style Reports Creating Charts & Band-Style Reports
Designing Data Layouts
Formatting Data and Modifying Chart
Creating Pivot Reports from Charts
Analyzing Chart Data
Embedding Pivot Reports and Charts
Preparing Band-Style Reports for
Printing 9 Day 24
Hours 2 Creating Computed Items Creating Computed Items
Computed Items Overview
Creating Computed Items in Query Sections
Creating Computed Items in Query Sections in Results, Pivots, Charts and Report sections 10 Day 24
Hours 3 Self Practice, Evaluations and quiz Self study through practice sessions
Evaluation of training by conducting quizzes Practice #3
* Creating Free Form Reports
* Reports with advance formatting 11 Day 25
Hours 5 Creating Dashboards Creating Dashboards
Dashboards Overview
Creating Master Documents
Mass-Producing Master Documents
Consolidating Dashboard Content
Creating Dashboard Controls 12 Day 25
Hours 2 Case Study “Sales & Marketing Analysis” Complete detailed case study and analysis Practice #4
* Designing simple Dashboards
* Dashboard user Complex controls and Java Script implementations Multiple Choice Questions (Day 21- Day 25)
* Hyperion Interactive reporting Overview
* Manipulating Hyperion Documents
* Creating Simple reports
* Reports with Complex filters
* Reports with Charts, Pivots , Graphs
* Dashboard
** The HFM training starts with Functional Training.
**The is 5-7 Hours functional training is included in HFM training which will be conducted by functional consultants.
**The day wise HFM Training plan will be provided soon.