Audience :

  • Report developers
  • Power users
  • Application developers

Objectives :

  • Oracle Enterprise Planning and Budgeting Cloud Services
  • Overview of EPBCS
  • Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS)
  • EPBCS Features
  • Planning Applications
  • Planning and Essbase
  • Aggregate Storage Option (ASO) and Blocked Storage Option (BSO) Databases
  • Properties of Dimensions
  • Navigation – Simplified Interface
  • Navigation – Simplified 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 the Application
  • Schedule Maintenance
  • Navigate the Inbox/Outbox Explorer
  • 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)
  • Load Dimension Metadata
  • Refresh the Application
  • Refresh the Application Database
  • Manage Jobs
  • Create and Use Forms
  • Create and Use Forms
  • Forms and Folders Overview
  • Create Simple Forms
  • 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
  • 6 Manage Business Rules
  • Manage Business Rules
  • Apply Business Rules to a Form
  • Change the Display Order of Business Rules on a Form
  • Define Properties of a Business Rules
  • Assign, Edit or Remove Access to a Business Rule
  • Create and Use 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
  • 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
  • Add a User
  • Modify or Remove a User
  • Security
  • Create a Group
  • Edit a Group
  • Delete a Group
  • 10 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
  • 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
  • Financial Reports
  • Download the Financial Reporting Studio Software
  • Create a Report
  • Opening a Financial Report
  • Setting Preferences for Financial Reporting View
  • Assign Security to a Financial Report
  • Financial 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
  • 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
  • Data Management – Set Up
  • Data Management
  • Overview
  • 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
  • Maps
  • Overview
  • 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
  • Workforce Planning**
  • Enterprise Workforce Planning
  • Overview of Enterprise Workforce Planning
  • Predefined Dimensions
  • Predefined Artifacts
  • Compare Design Differences between Financial Planning Cubes and Workforce Planning Cubes
  • Integration Between Enterprise Workforce Budgeting, P&L Budgeting, and Reporting
  • Plan Types Available in the Enterprise Workforce Planning Application
  • Capital Expenditure Planning**
  • Developing an Asset
  • Putting an Asset in Service
  • Handling Existing Asset Information
  • Cash Flow of Asset Decisions
  • On-going Asset Costs
  • Maintenance
  • Insurance
  • Project Ranking
  • Decision Packages
  • CIP
  • Integration to the Approval Process
  • Project Planning**
  • Asset Integration
  • Define Capitalized Labor
  • Define Non-capitalized Labor
  • Allocating Employee Dollars
  • CIP
  • Project Ranking
  • Working with Decision Packages