Duration : 24 hours
Prerequisites :
– Basic knowledge of Excel or Lotus 1-2-3
– Basic knowledge of planning and budgeting
– Familiarity with concepts of client-server applications
– Basic knowledge of Microsoft Windows

Course Overview

This course will teach you how to use Planning efficiently. The course includes an overview of Planning features, capabilities, and its relationship with Essbase. You will learn how to create data forms and task lists, enter and adjust data, set up calculations with Calculation Manager, and move a plan through the budget review-and-approval process. In addition to working with Planning data forms in Smart View, you will also be able to successfully launch the current data form in Smart View from a Planning menu item, setting up an automatic connection to the Planning provider. You can also create ad hoc analysis reports that honor Planning security. In addition, you learn how to create management-quality reports with Financial Reporting.

Course Content

For Interactive Users

  • Introduction to Planning
  • Navigating Workspace
  • Planning Dimensions and Data Storage
  • Creating Data Forms and Folders
  • Customizing Data Forms
  • Entering Data in Planning
  • Entering Data into Smart View
  • Creating Business Rules
  • Managing Business Rules
  • Adding Variables and Formulas to Business Rules
  • Managing the Approval Process
  • Creating Task Lists
  • Navigating Reporting Studio
  • Navigating Reports in Workspace
  • Creating Basic Reports
  • Formatting Cells and Grids
  • Creating Report Objects
  • Inserting Text Functions
  • Setting Up Booksc

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