Audience :

  •  System Administrators
  •  Application Developers
  •  Project Managers & Team
  •  IT Support

Objectives :

  • Overview of Planning and Budgeting Cloud Services (PBCS)
    • Overview of PBCS
    • Planning Features
    • Planning Application
    • Planning and Essbase
    • Aggregate Storage Option (ASO) and Blocked Storage Option (BSO) Databases
    • Properties of Dimensions
  • Navigation - Simplified User Interface
    • Log on the Application
    • Navigate the Home Page
    • Create an Announcement
    • Delete an Announcement
    • Access the Navigator Page
    • Set Preferences
    • Log out of the Application
  • Create and Manage the Application
    • Create and Manage the Application
    • Create an Application
    • Application Types
    • Define Setup Options for the Application
    • Remove an Application
    • Schedule Maintenance
    • Use the Application Inbox and Outbox
    • Launch the Application Monitor
  • Metadata Management
    • Manage Metadata
    • Create and Maintain Common Dimensions
    • Create Hierarchies in Dimensions
    • Add Custom User-Defined Dimensions
    • Other Common Dimensions
    • Entity (Department)
    • Other User-Defined Dimensions
    • Member Formulas and Other Properties
    • Alias Tables
    • Smart Lists
    • User Defined Attributes (UDAs)
  • Course Outline
    • Load Dimension Metadata
    • Refresh the Application
    • Refresh the Application Database
    • Manage Jobs
  • Data Management - Set-Up
    • Overview of Data Management Set Up
    • Import Formats
    • Import Format Mappings
    • Fields for Fixed Import Groups
    • Import Format Builder
    • Fields for Delimited Import Groups
    • Import Expressions
    • Locations
    • Period Mapping
    • Global Mapping
    • Application Mapping
    • Source Mapping
    • Category Mapping
    • Global Mapping
    • Application Mapping
  • Maps
    • Overview
    • Introduction
    • Map Types
    • Processing Order
    • Edit Mapping Tables
    • Export/Import Maps
  • Data Load Rules
    • Data Load Rules
    • Overview
    • File-Based Data Load Rules
    • Run Data Load Rules
    • Check Data Load Rule Status
    • View Imported Data
    • Schedule Data Load Rules
  • Create and Use Forms
    • Create and Use Forms
    • Forms and Folders Overview
    • Create Simple Forms
  • Course Outline
    • Create Composite Forms
    • Form Access
    • Create Menus
    • Create Formula Rows and Columns
    • Build Validation Rules
    • Custom Messaging
    • Set Up Form Properties
    • Data Entry Tasks
    • Use Smart Lists
    • Spread Data
    • Calculate Data in Forms
    • Perform Ad Hoc Actions in Forms
  • Manage Business Rules
    • Manage Business Rules
    • Apply Business Rules to Forms
    • Overview of Runtime Prompts
    • Assign Access to Rules
    • Manage Rules
  • Create and Manage Task Lists
    • Create and Use Task Lists
    • Task Lists Overview
    • Usage of Tasks Lists
    • Create Task Lists
    • Manage Task Lists
    • Add Tasks to a Task Lists
    • Clear Task Lists
    • Assign Access to Task Lists
    • Remove Access to a Task Lists
    • Print Task List Reports
  • Smart View
    • Smart View
    • Smart View Installation Components
    • Smart View Overview
    • Typical Business Process for Smart View
    • Smart View Interface
    • Ribbon
    • Smart View Options
    • Global Options and Sheet Level Options
    • Member Options
    • Data Options
  • Course Outline
    • Advanced Options
    • Formatting Options
    • Cell Styles
    • Use Smart View Formatting
    • Use Excel Formatting
    • Smart View Panel
    • Connections
    • Shared Connections and Private Connections
    • Connect to Data Sources
    • Disconnect from Data Sources
    • Create Private Connections
    • Format Ad Hoc Grids
    • Zoom In
    • Zoom in to the Default Level
    • Zoom in to a Selected Level
    • Zoom Out
    • Set a Default Zoom Level
    • Enable Double-Click Zooming
    • Pivot
    • Remove Selected Members from the Grid
    • Insert Rows and Columns
    • Set Dimensions and Members
    • Select Members from the Member Selector
    • Display POV Toolbar in Smart View
    • Place Members on the Grid with POV Toolbar
    • Cell-Based POV for EPM Cloud
    • Planning Admin Extension
  • Security
    • Security Overview
    • Edit a Group
    • Delete a Group
  • Manage the Approval Process
    • Manage the Approval Process
    • Approval Process Overview
    • Planning Unit Hierarchies
    • Impact of Entity Hierarchy on the Review Process
    • Budgeting Processes Types
    • Create Planning Unit Hierarchies
    • Assign Approval Unit Hierarchy
    • Manage Approvals
    • Copy Versions
  • Course Outline
    • Copy Data
    • Clear Cell Details
  • Dashboards
    • Overview of Dashboards
    • Create a Dashboard
    • View Dashboards
    • Create Dashboards
    • Design Palette
    • Dashboard Settings
    • Add a Form to a Dashboard
    • Add a Chart to a Dashboard
    • Add a Form and a Chart to a Dashboard
    • Launch Runtime
    • Add Commentary to a Dashboard
    • Add a URL to a Dashboard
    • Delete a Dashboard
    • Perform a Copy As for a Dashboard
    • Assign Permission to a Dashboard
    • Remove Permission to a Dashboard
    • Global and Local POV
  • Financial Reporting Studio
    • Overview
    • Download the Financial Reporting Studio Software
    • Create a Report
    • Open a Financial Report
    • Set Preferences for Financial Reporting View
    • Assign Security to a Financial Report
    • Build Batches and Books
  • Reporting Web Studio
    • Overview
    • Access the Financial Reporting Web Studio
    • Create Basic Reports
    • Report Objects Overview
    • Report Object Toolbar Buttons
    • Create Text Boxes
    • Add Images
    • Save Report Objects
    • Insert Saved Report Objects
    • Remove a Report Objects
    • Design Headers and Footers
  • Course Outline
  • Use Text Functions
  • Create Grids
  • Select Members for Rows and Columns
  • Set the Point of View
  • Create Charts from an Existing Grid
  • Insert a Chart
  • Define Chart Data
  • Define Chart Titles, Legends, Axes, Element Style and Bar Options
  • Position a Chart