Course Content
Planning Overview
- Oracle's Enterprise Performance Management System
- Oracle's Business Intelligence Suite Enterprise Edition Plus
- Architecture of Planning
- Relationship Between Planning and Essbase
- Navigation of Workspace
Creating Dimensions
- EPM Architect
- Period, Scenario and Version Dimensions
- Entity Dimensions
- Account Dimensions
- Custom Dimensions
Metadata
- Loading Data
- Using Application Views
- Deploying Applications
- Setting Up Exchange Rates
Loading Data and Calculating Database
- Setting Up Data Loads and Calculating
- Loading Data
Security
- Provisioning Users and Groups
- Defining Access Levels
Designing Data Forms
- Creating Forms and Folders
- Customizing
Entering Data
- In Planning
- Using Smart View
- Offline
Business Rules
- Creating Business Rules
- Building Runtime Prompts
- Adding Formulas
- Managing Business Rules
Managing Plan Process
- Approval Process
- Task Lists
Analyzing Planning Data
- Financial Reporting
- Reports in Workspace
Working with Financial Controls
- About Financial Controls
- Creating Controls Groups, Sections, and Questions
- Deleting and Restoring Controls Groups, Sections, and Questions
- Assigning Reviewer, Submitter, and Proxy Rights
- Accessing Financial Controls
- Selecting Application Settings for Financial Controls
Working with Import Scripts
- About Scripting in FDM
- Working with Scripting Components
- Creating Import Scripts
- Assigning Import Scripts to Import Formats
- Applying Scripting Functions to Import Scripts
- Working with Temporary Variables
- Manually Executing Custom Custom Web Scripts
Working with Import Integration Scripts
- About Import Integration Scripts
- Creating Import Integration Scripts
- Assigning Import Integration Scripts to Import Formats
Working with Event Scripts
- About Event Scripts
- Creating Event Scripts
- Changing Import Formats Dynamically
