Navigating Financial Management

ObjectivesAfter completing this lesson, you should be able

to:Describe the user interface componentsNavigate WorkspaceDescribe the business process (tasks) in a typical

monthly reporting financial cycleDescribe metadata in Financial ManagementDescribe dimensions and dimension hierarchiesLog in to WorkspaceDescribe the difference between Basic and

Advanced User ModesSelect dimension members using the Point of View

(POV) SelectorManage documents in Financial Management

Financial Management Components

Manage Financial Management applications

Workspace

Manage enterprise financial information

FinancialManagement

Performance Management Architect

Manage financial data

Workspace Overview

Open application tabs

Menu / Toolbar

View pane

Content pane

Navigate menu to access Performance Management Architect and applications

Navigating Workspace

Performance Management Architect Options

Financial Management Overview

Run and publish financial reports

Load and add data

Calculate data

Translate& consolidate data

Approve dataLock data

Adjust data

Metadata

January actual sales for Cola in Manhattan are 3689.00.

Data

Metadata

3689.00

Dimensions

Geographical

United States

California

Connecticut

Massachusetts

Account Entity Period

Income Before Taxes

Gross Margin

Interest Charges

Admin Expense

Total Revenues

Sales

Sales Interco

Total Costs

Salaries

Quarter1

January

February

March

Dimension Hierarchies

Descendants of Gross Margin

ParentsChild of Gross Margin

Income Before Taxes

Gross Margin

Total Revenues

Sales

Other Revenues

Total Costs

Salaries

500

900

400

200

700

400

Dimensions and DataData aggregates to the parents.

Data is input to base-level members. 200

700

400

Income Before Taxes

Gross Margin

Total Revenues

Sales

Other Revenues

Total Costs

Salaries

500

900

400

Financial Management Dimensions

Scenario

Period

Year

View

Entity

Value

Account

Intercompany Partner

Value Dimension

Contribution Total stores the value that aggregates to the parent.

Entity Currency stores the original input or loaded value.

These members store the intermediary values used to derive Contribution Total.

Logging On to WorkspaceYour Web server name

Your Network ID and password

Opening ApplicationsFinancial Management applications are in the Consolidation group.

Navigating Financial Management

Choose a command from the menu or click a toolbar button.

Maximize content pane

View pane

Open application

View Pane

Project View

Browser View

Project View buttonBrowser View button

Advanced and Basic Modes

Setting the Point of ViewClick a dimension to select a member.Scroll to view more dimensions.

Selecting Members

Member list

Top parent

Managing DocumentsManage Documents

SummaryIn this lesson, you should have learned to:

Describe the user interface componentsNavigate WorkspaceDescribe the business process (tasks) in a

typical monthly reporting financial cycleDescribe metadata in Financial ManagementDescribe dimensions and dimension

hierarchiesLog in to WorkspaceDescribe the difference between Basic and

Advanced User ModesSelect dimension members using the Point of

View (POV) SelectorManage documents in Financial Management