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Course Details

Hyperion Planning Overview

Hyperion Planning Training, Oracle Hyperion Planning 11.x is a centralized, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes and improves business predictability. Oracle Hyperion Planning provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models. With Oracle Hyperion Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration.

Course  Hyperion Planning Training
Mode of Training  Instructor-Led Live Online Training
Duration  30 hours
Timings  Flexible (Our Rep will work with you on the timings that suit your needs)
Course Material  Our Expert Trainer will share you all the necessary course material, ppts, videos and pdf
Examples  Trainer will cover Real time scenarios during the training
Interview Questions  Click here to see the Hyperion Planning Interview Questions and Answers
Certification  Click here to know about the Hyperion Planning Certification
Salary Trends  Check here to see the salary trends

In this Hyperion Planning tutorial, participants will learn from basics assuming that you have no experience with automation.

  • Create and deploy Planning applications
  • Manage metadata and data
  • Explore the concept of workflow in Hyperion Planning
  • Set up security for users, groups, and members
  • Create and customize forms, menus, and task lists
  • Migrate application artifacts
  • Verify application setup
  • Setup and test business rules
  • Set up and manage the approval process
  • Workflow Process Management Hyperion Planning
  • Advanced concepts of Oracle Hyperion Planning 11.x

Oracle Hyperion Planning integrates planning processes of both finance and operations. Interactive Analytics is an added advantage while working with the planning system. The overall Hyperion Planning strives to improve the business predictability. Its beneficial include :

  • Enhance forecasts accuracy.
  • Lower ownership costs.
  • Improvizes the concepts of Planning and Reporting.
  • Smart View Enhancements for Hyperion Planning.

Hyperion Planning training online is aimed at Targeted Audience with a thorough introduction to the whole of Hyperion platform via an interactive medium.

  • Developer
  • System Administrator
  • Implementation Consultant
  • Technical Consultant
  • Functional Implementer
  • Technical Administrator
  • Administrator
  • End User
  • Professionals who are looking to extend their knowledge towards advanced technologies.

There are no specific prerequisites for Hyperion Planning Online Training. However, participants must have knowledge of

  • Basic knowledge of business modeling
  • Basic knowledge of Microsoft Windows
  • Basic knowledge of financial planning and budgeting concept

The Hyperion Training videos and Hyperion Planning Training material are carefully developed in such a way that even a fresher can easily understand and learn the product at his/her own pace. 

Self Paced Learning moves at a pace set by the learner and is cost effective. Self-paced training is for the people who want to go fast track and want to finish the course in a minimal time. It boosts the retention of information simultaneously to a large number of people.

On the other hand, Live Online Training takes place at a scheduled event or time where an Instructor plays an important role throughout the learning process.

Classes are conducted by Certified Hyperion Planning Working Professionals with 100 % Quality Assurance.

With an experienced Certified practitioner who will teach you the essentials, you need to know to kick-start your career in Hyperion Planning. Our training makes you more productive with your Oracle Hyperion Planning Training Online. Our training style is entirely hands-on. We will provide access to our desktop screen and will be actively conducting hands-on labs with real-time projects.

What we promise at TekSlate:

1) We offer flexible timings unlike most other mediums of training, students can pick their own schedule according to their availability.

2) We offer Hyperion Planning Demo session for FREE, students can attend the demo session, find the ability of the trainer and then join the course.

3) We offer excellent course material and also share project scenarios which are similar to what you work when you go to the corporate environment.

4) We share videos of each training session so that you can review them later as well. The videos developed by experts make it easier for the learning professionals.

Note: We do provide a Special package of Hyperion Planning Tutorial Videos Also.

Hyperion Planning Architecture:

Hyperion Planning Workflow process Version 4 is a 3-Tier architecture. The client tier consists of planning desktop version, planning web client version.

The desktop client will be used by an administrator to set up a planning application and the request will be handled by a middle tier and creates the tables in RDBMS server. Now using the desktop client administrator will go ahead and refresh the application, the application server will push all RDBMS table entries into Essbase server and generate an outline with “7” (seven) standard dimensions for the multi-currency application.

The client tier also consists of a web-based client which will be used by an administrator to add dimensions and members apart from the “7”(seven) standard dimensions we can add “13”(Thirteen) more user-defined custom dimensions. The web client can also be accessed by end users to enter the budget data into planning application. The backend (RDBMS+ESSBASE) is integrated with Hyperion reporting tools to generate reports out of planning application.

The whole architecture will build on top of the foundation services which consists of shared services (Centralized User Management console).

The seven standard dimensions are

  • Accounts
  • Entity
  • Year
  • Period
  • Scenario
  • Version
  • Currency

Scenario  – – > Grouping of related data together

HSP_Rates dimension will hold the exchange rate details

Architecture version 9.3.1/

Oracle Hyperion Planning Training Curriculum

Learning Objectives : In this Hyperion Planning workflow tutorial, fundamentals are highlighted regarding Introduction to Hyperion Planning.

Topics Include Oracle Hyperion Planning, Planning Architecture, Planning Business Process, Planning Business Scenario, Hyperion Planning Utilities.

Practicals Covered: Prospects here master the basics for Hyperion Planning both among financial and operational plans.

Learning Objectives: This Hyperion Planning tutorial for beginners updates the instances of Oracle’s Hyperion Navigation Planning and its Administration.

Topics Include : Interface: Overview, Launching the Simplified Interface

Practicals Covered : Trainees practically learn to simplify easy-to-navigate pages and accomplish common administration tasks.

Learning Objectives : The unit throws emphasis on Dimensions which are the basic foundation of a Planning Application.

Topics Include : Planning Application: Overview, Application Framework, Planning Dimensions, Aggregate Storage Databases, Data Block Creation Process, Aggregation, Storage, and Calculation Options

Practicals Covered : Trainees study about the Applications that contain Dimensions and Dimension Attributes.

Learning Objectives : The unit enlightens how to create and enter the Planning Application details through a Database Connection.

Topics Include : Application Creation Process, Managing Data Sources, Creating Simple Applications, Creating Advanced Applications, Refreshing Essbase Databases, Adding Plan Types

Practicals Covered : Trainees practically lay hands-on Introduction to Hyperion Planning and explore through the process of setting up the Planning sample.

Learning Objectives : The tutorial lays emphasis on managing and editing dimensions within a simplified Dimension Editor.

Topics Include : Building Dimension Hierarchies, Performance Settings and Data Type Evaluation Order, Accessing Dimensions Information, Managing Dimensions in the Simplified Interface, Managing Dimensions in EPM Workspace, Managing Dimensions in Smart View

Practicals Covered : Trainees learn to manage the dimensions for general Planning Applications.

Learning Objectives : The unit recognizes the different kinds of aliases that are allowed during the creation of Planning application.

Topics Include : Creating Aliases, Adding Currencies, Customizing Time Periods

Practicals Covered : Students learn to create different types of plans automatically for Planning Applications.

Learning Objectives : The teaching material highlights the pages used to Set Up Scenarios and Scenario Groups.

Topics Include: Scenarios and Versions, Creating Scenarios, Creating Versions

Practicals Covered : Students learn to define Scenarios and versions of usage in a Planning Model.

Learning Objectives : The chapter discusses standard and custom dimensions that are included within the Planning Applications.

Topics Include : 

Entities: Overview, Adding Entities, Deleting Entities
Accounts: Overview, Account Types and Time Balance Properties, Saved Assumptions, Data Types and Exchange Rate Types, Adding and Aggregating Accounts

Practicals Covered : Trainees learn to define the entity dimensions to effectively represent the organizational structure of a company regarding its management and reporting issues.

Learning Objectives : This unit defines the Account Metadata into Planning and explains about its loading process.

Topics Include : Metadata Load Options, Creating Metadata Load Files, Exporting Metadata, Importing Metadata, DRM Metadata Load Process, Application Management

Practicals Covered : Prospects practically lay hands on creating Mapping to the Target Planning Application.

Learning Objectives : This chapter will teach how to create and administer user-defined planning applications.

Topics Include Creating Member Formulas, User-Defined Dimensions, Attribute Dimensions, Adding User-Defined Attributes, Smart Lists: Overview, Enabling the Simplified Interface, Customizing Interface Appearance

Practicals Covered : Prospects learn to create, manage and administer applications in Hyperion Planning.

Learning Objectives : This unit explains the methodology to be followed while setting up an exchange table.

Topics Include : Currencies and Exchange Rates, Creating Exchange Rate Tables, Currency Conversion Calculation Scripts

Practicals Covered : Trainees practically lay hands-on creating, specifying and setting up the exchange rates.

Learning Objectives : This chapter tells way to calculate a data value for the user members.

Topics Include : Data Load Options, Managing Planning Data, Exporting Data, Importing Data, FDMEE Data Load Process, Data Calculations.

Practicals Covered : Trainees practically learn to load data within the file header of Oracle Hyperion Planning. 

Learning Objectives: The unit emphasizes about the method that solves complexity involved in setting up of groups. 

Topics Include : Planning Security: Overview, User and Group Provisioning in Shared Services, Specifying Advanced Settings, Assigning Access Permissions, Evaluation Order in Hyperion Planning.

Practicals Covered: Prospects lay practically hands-on Security level in administrative access to Planning.

Learning Objectives: This Oracle Hyperion Planning tutorial lays focus on way to create, manage and store data forms, of any kind.

Topics Include : Forms: Overview, Form Components, Creating Simple Forms, Creating Composite Forms, Exporting and Importing Forms, Create Runtime Prompts in Hyperion Planning, Data Forms in Hyperion Planning.

Practicals Covered: Students practically lay hands-on capturing and modifying the forms while setting up.

Learning Objectives : The goal of this unit is to introduce the new forms of Hyperion Planning.

Topics Include : Creating Complex Forms, Specifying Application Settings, Specifying User Variables, Setting Individual Display Options, Creating Menus, Creating Formula Rows and Columns, Building Validation Rules

Practicals Covered : Trainees practically learn about new enhancing Web Form Designer. 

Learning Objectives: The unit highlights the user access and control to data form and instructions.

Topics Include: Navigating Forms, Submitting Data in Forms, Filtering Data, Sorting Data, Spreading Data, Adjusting Plan Data.

Practicals Covered: Users practically create composite data forms that display simultaneous data forms.

Learning Objectives: This Oracle Hyperion Planning chapter recommends the concept of limiting annotations.

Topics Include : Adding Annotations to Plan Data, Clearing Cell Details, Working with Ad Hoc Grids

Practicals Covered : Prospects explore to manage Data Source Connections and learn to view existing annotations.

Learning Objectives : This teaching material introduces steps to create and manage business rules use for Oracle Hyperion.

Topics Include : Business Rules: Overview, Determining Calculation Requirements, Launching, Calculation Manager and Rule Components, Managing Views, Creating Business Rules in Hyperion Planning and Rule Sets, Validating and Deploying Rules, Assigning Business Rule Security, Launching Business Rules, Hyperion Planning Business Rules Examples, Hyperion Planning Business Rules.

Practicals Covered : Trainees learn to create, validate, deploy and administer the Business Rules on Oracle Hyperion.

Learning Objectives : This chapter highlights about an approval process that has the need to set up.

Topics Include : Approvals: Overview, Creating Planning Unit Hierarchies, Assigning Scenario and Version Combinations, Synchronizing Planning Unit Hierarchies, Exporting and Importing Planning Unit Hierarchies, Updating the Promotional Path with Validation Rules

Practicals Covered : Prospects are practically prepared to prepare the approval process and set up the approval units.

Learning Objectives : This chapter enlightens the management of approval process included in the control data submission of Hyperion Planning.

Topics Include : Approvals Dashboard, Planning Unit Approval States, Reviewer Actions, Impact of Entity Hierarchy on the Review Process, Managing the Review Cycle, Viewing and Resolving Validation Errors, Copying Data Between Versions, Copying Data

Practicals Covered : Trainees undergo the process of steps involved in managing an approval.

Learning Objectives : This chapter provides an access to the creation of task lists that are displayed to users. 

Topics Include: Task Lists: Overview, Navigating Task Lists, Task List Creation Process

Practicals Covered: Students practically learn to create a task list and add tasks to it.

Learning Objectives: This particular guide provides some helpful content on Oracle Hyperion Planning.

Topics Include : A: Creating Applications in Performance Management Architect Case Study.

Practicals Covered : Students here can make a note of ready to use Planning concepts.


Tekslate basically offers the online instructor-led training. Apart from that we also provide corporate training for enterprises.

Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. Tekslate also verifies their technical background and expertise.


As we are one of the leading providers of Training in Hyperion Planning , We have customers from:

Popular cities of USA, like:

  • New Jersey, Los Angeles, Charlotte, Chicago, Dallas, San Jose, Washington, Houston, San Francisco, Oklahoma City, Las Vegas, Baltimore, Kansas City, Pittsburgh, Orlando, Connecticut, Irving, Richmond and other predominant places.

Hyperion Planning Training in New York

The City of New York, often called New York City (NYC) or simply New York, is the most populous city in the United States.New York City is also the most densely populated major city in the United States. Located at the southern tip of the state of New York, the city is the center of the New York metropolitan area, the largest metropolitan area in the world by urban landmass and one of the world’s most populous mega cities. Silicon Alley, centered in Manhattan, has evolved into a metonym for the sphere encompassing the New York City metropolitan region’s high technology industries involving the Internet, new media, telecommunications, digital media, software development, biotechnology, game design, financial technology (“FinTech”), and other fields within information technology that are supported by its entrepreneurship ecosystem and venture capital investments.

Hyperion Planning Training in Houston

Houston is the most populous city in the U.S. state of Texas and the fourth most populous city in the United States. Houston is recognized worldwide for its energy industry—particularly for oil and natural gas—as well as for biomedical research and aeronautics. Renewable energy sources—wind and solar—are also growing economic bases in the city.

Hyperion Planning Training in Chicago

The Chicago metropolitan area, often referred to as “Chicagoland”, has nearly 10 million people and is the third-largest in the United States and fourth largest in North America. Positioned along Lake Michigan, the city is an international hub for finance, commerce, industry, technology, telecommunications, and transportation. The city claims two Dow 30 companies: aerospace giant Boeing, which moved its headquarters from Seattle to the Chicago Loop in 2001 and Kraft Heinz.

Hyperion Planning Training in Dallas

Dallas is the most populous city in the Dallas–Fort Worth metroplex, which is the fourth most populous metropolitan area in the United States. The economy of Dallas is considered diverse, with dominant sectors including defense, financial services, information technology, telecommunications and transportation. It serves as the headquarters for 9 Fortune 500 companies within the city limits.

Hyperion Planning Training in San Jose

San Jose officially the City of San Jose is an economic, cultural and political center of Silicon Valley and the largest city in Northern California. San Jose is a global city, notable as a center of innovation, for its affluence,weather, and high cost of living. San Jose’s location within the booming high tech industry, as a cultural, political, and economic center has earned the city the nickname “Capital of Silicon Valley”.


Hyperion Planning Training in Hyderabad 

TekSlate is the leading training provider in Hyderabad. Hyderabad popularly known as the City of Pearls & is the capital city of Andhra Pradesh. The city popular for its Film City and Charminar, Hyderabad is also a growing metropolitan area of the South. The city has been a prosperous pear and diamond trading center for the nation from years. Alongside, many manufacturing and financial institutions entered the city with industrialization. Also the flourishing pharmaceutical and biotechnology industries in Hyderabad earned it the title of India&  pharmaceutical capital. The city is home to more than 1300 IT firms including Google, IBM, Yahoo, Dell, Facebook, Infosys, TCS, Wipro and more.

Hyperion Planning Training in Bangalore

TekSlate is the leading training provider in Bangalore. It is the capital of the Indian state of Karnataka. It has a population of over ten million, making it a megacity and the third most populous city and fifth most populous urban agglomeration in India.  Bangalore is sometimes referred to as the “Silicon Valley of India” (or “IT capital of India”) because of its role as the nation’s leading information technology (IT) exporter. Indian technological organisations ISRO, Infosys, Wipro and HAL are headquartered in the city.

Hyperion Planning Training in Chennai

Madras is divided into four broad regions: North, Central, South and West. North Madras is primarily an industrial area. South Madras and West Madras, previously mostly residential, are fast becoming commercial, home to a growing number of information technology firms, financial companies and call centers.

Hyperion Planning Training in Pune

Pune is known as “Oxford of the East” due to the presence of several well-known educational institutions. The city has emerged as a major educational hub in recent decades, with nearly half of the total international students in the country studying in Pune. Research institutes of information technology (IT), education, management and training in the region attract students and professionals from India and overseas. Several colleges in Pune have student-exchange programs with colleges in Europe.

Along with it, we also prevail our valuable online training in the places of UK, Australia, and other parts of the world.

We record each LIVE class session you undergo through and we will share the recordings of each session/class.

If you have any queries you can contact our 24/7 dedicated support to raise a ticket. We provide you email support and solution to your queries. If the query is not resolved by email we can arrange for a one-on-one session and Hyperion Planning Demo with our trainers.

You will work on real world projects wherein you can apply your knowledge and skills that you acquired through our training. We have multiple projects that thoroughly test your skills and knowledge of various aspect and components making you perfectly industry-ready.


Our Trainers will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.


If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

The Training itself is Real-time Project Oriented.

Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.

There are some Group discounts available on the Hyperion Planning Training Cost, if the participants are more than 2.


As we are one of the leading providers of Online training, We have customers from:

Hyperion Planning USA Cities: New York, Los Angeles, Chicago, Dallas, San Jose, Washington, Houston, San Francisco, Oklahoma City, Las Vegas, Baltimore, Kansas City, Pittsburgh, Orlando, Glendale, Irving, Richmond and other predominant places.

Hyperion Planning Canada Cities: Toronto, Vancouver, Ottawa, Hamilton, Ontario, Qubec, etc.

Hyperion Planning India Cities:

  • Hyperion Planning Training In Hyderabad : Available Online and Offline
  • Hyperion Planning Training In Bangalore : Available Online and Offline
  • Hyperion Planning Training In Pune : Available Online and Offline
  • Hyperion Planning Training In Chennai: Available Online
  • Hyperion Planning Training In Delhi : Available Online
  • Hyperion Planning Training In Mumbai : Available Online
  • And many more technically growing cities.

Along with it, we also prevail our valuable online training in the places of UK, Australia, and other parts of the world.

Hyperion Planning Certification

Possessing an Oracle Hyperion Planning Certification expands the knowledge in the IT Marketplace. The certification exam validates the knowledge and implementation skills required to set up, create and custom Planning Application. The certification also qualifies the competency criteria.

Learn Hyperion Planning at TekSlate and get qualified for the Hyperion Planning certification. The “Oracle Hyperion Planning 11 Essentials” certification exam verifies that the candidate has the required knowledge in the area of the Oracle Hyperion Planning solution as it pertains to the application consultant profile and can implement this knowledge practically in projects.

  • Having a Hyperion Planning certification distinguishes you as an expert.
  • For Hyperion Planning certification, you need not go to a test center, as the exams are available online.
  • You need to prove your technical skills with a qualified associate exam in order to become a Hyperion Planning certified.

Exam Details: page_id=5001&get_params=p_exam_id:1Z0-533

Course Reviews


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