Oracle Financial Analyzer 11i for End-Users

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