Oracle Financial Analyzer 11i for End-Users

This course introduces learners to the interface and functionality of Oracle Financial Analyzer (OFA) 11i (release 6.3.2) budget workstation interactive Web environment and Express Spreadsheet Add-In. Learners also will use case-study scenarios to explore the OFA and Oracle Express Server consolidated multidimensional database system. Additionally learners will design and analyze financial documents such as budgets and forecasts and enter and modify financial data using an OFA worksheet and Web data entry form. Learners will submit data and documents to the shared database to share with other OFA users and monitor the process using the task queue. Learners also will create and maintain dimensions dimension values financial data items solve definitions models attributes and hierarchies.

This is primarily online training This is an online eLearning or CBT training program Contact Serebra Learning Corporation for more information

Duration: 8 hours Training Presented in: English

Audience

The audience for this course include Financial Professionals Financial Analysts Chief Financial Officers Corporate and Divisional Controllers and Budget Directors.

Objective

• Identify special features of the Express and OFA consolidated system.
• Create data structures by using the Maintain menu commands.
• Select data by using the Selector dialog box.
• Apply format characteristics to document elements by using various formatting commands.
• Submit data and documents to the shared database by using the Submit menu commands.
• Analyze data and change views by using reports graphs and worksheets in the client interface.
• Analyze data and change views by using Java tables graphs and data entry forms in the Web interface.
• Install the Express Spreadsheet AddIn and work with spreadsheets.

Topics Include

Unit 1: Introducing Express and OFA

• Identify the special features of Express.
• Identify Express data structures.
• Identify examples of hierarchy relations.
• Identify the definition of attribute relations.
• Identify examples of Global Computer Company data structures.
• Identify the special features of OFA.
• Match the OFA workstation and external user types with their description.
• Identify the tiered OFA system configuration.
• Identify the properties of the shared database.
• Identify the properties of the personal database.
• Identify the Windows client types.

Unit 2: Introducing Document Features

• Perform the steps to log on to an OFA session.
• Label the major OFA window components.
• Label the major OFA document components.
• Match the OFA document types with their description.
• Open an existing document using the Open button.
• Save a document under a new name using the Save As dialog box.
• Rename a document using the Rename dialog box.
• Delete a document using the Delete dialog box.
• Create a folder using the Maintain Folders dialog box.
• Add an opened document to a folder using the Add to Folder dialog box.
• Add multiple closed documents to a folder using the Add Documents to Folder dialog box.
• Rename a folder using the Rename Folder dialog box.
• Delete a folder using the Maintain Folders dialog box.
• Drill levels of aggregated data using the Drill dialog box.
• Arrange dimension tiles in a document to view data from different perspectives.
• View page dimension values using a page control.
• Activate the Redisplay button.
• Link dimensions across documents using the link feature.
• Unlink dimensions across documents using the unlink feature.

Unit 3: Introducing Document Formatting

• Add text objects to a document using the Edit box.
• Apply font characteristics to text using the Font dialog box.
• Apply a border to document objects using the Border dialog box.
• Select document objects using the highlighter buttons and Highlight Special command.
• Change the row height and column width of selected cells using the dialog box method.
• Add a row and column to a table using the Insert command.
• Align text using the Alignment dialog box.
• Apply a number format using the Format Number dialog box.
• Apply a header and footer to a printed document using the Page Setup dialog box.
• Preview the active document using the Print Preview dialog box.
• Add a page break to a printed document using the Insert command.

Unit 4: Exploring the Selector Dialog Box

• Label the major Selector dialog box components.
• Select dimension values from a list using the List option.
• Select all dimension values using the All tool.
• Select dimension values based on a family relationship using the Family tool.
• Select dimension values based on an attribute relationship using the Attribute tool.
• Select dimension values by matching characters using the Match tool.
• Select dimension values based on exception criteria using the Exception tool.
• Select dimension values based on a top and bottom range using the Top/Bottom tool.
• Sort dimension values alphabetically using the Sort Selection dialog box.
• Sort dimension values based on database order using the Sort Selection dialog box.
• Sort dimension values based on financial data using the Sort Selection dialog box.
• Sort dimension values by the drag-and-drop method using the Sort Selection dialog box.
• Sort dimension values based on hierarchy order using the Sort Selection dialog box.
• Save selection criteria in a script format using the Save a Selection dialog box.
• Apply a saved selection using the Save a Selection dialog box.

Unit 5: Exploring Documents

• Identify the graph document components.
• Create a new graph from the active report using the New button.
• Display data using a report.
• Create an asymmetric report using the Asymmetric Layout command.
• Create a ranking report using the Ranking/Exception command.
• Create an exception report using the Ranking/Exception command.
• Create a ranking-then-exception report using the Ranking/Exception command.
• Define a formula for a report calculation using the Formula Tools dialog box.
• Identify the special features of the worksheet.
• Create a new worksheet using the New button.
• Recalculate data values using the Worksheet Tools command.

Unit 6: Exploring Data and Structures

• Create dimensions using the Maintain Dimension dialog box.
• Create dimension values using the Maintain Dimension Values dialog box.
• Create financial data items using the Maintain Financial Data Items dialog box.
• Handle the sparsity of dimension values using the Sparsity Wizard.
• Create a hierarchy using the Maintain Hierarchy dialog box.
• Create an attribute using the Maintain Attribute dialog box.
• Copy data to a financial data item using the Copy Data dialog box.
• Create a copy data profile using the Copy Data dialog box.
• Create an equation using the Model Definition dialog box.
• Create a solve definition using the Solve Definition dialog box.
• Create a submit profile using the Submit Data dialog box.
• Submit personal documents using the Submit Documents dialog box.
• Create a refresh profile using the Refresh Data dialog box.
• Monitor processes in the task queue using the Task Queue dialog box.

Unit 7: Exploring OFA Web and Spreadsheet Add-In

• Perform the steps to log on to a Web session.
• Label the Web user-interface components.
• Match the OFA Web document types with their description.
• Format a Web report using the Format Document dialog box.
• Format a Web graph using the Change Document Type dialog box.
• Select data using a Web document.
• Submit personal documents using the Submit Documents command.
• Enter data into a Web data entry form.
• Perform the steps to install the Spreadsheet Add-In.
• Match the Spreadsheet Add-In menu commands with their description.
• Create an asymmetric table using the Spreadsheet Add-In.

Duration

8

Minimum Requirements

The CDROM version of this course requires:

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).
• At least a double speed CDROM drive.
• An MPC compliant sound card with attached speakers or headphones is recommended (Currently only the CDROM version supports audio).

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM and 22MB available hard disk space or file server space.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).

Media

• Introduction to Data Warehousing
• Oracle Financial Analyzer for End-Users