Running the Strategic Finance Setup Wizard

  To start and use the Strategic Finance Setup wizard from within Crystal Ball EPM:

  1. In Microsoft Excel 2003 or earlier, select Run, then More Tools, then Integration Tools, and then Strategic Finance. In Microsoft Excel 2007 or later, select More Tools, then Integration Tools, and then Strategic Finance from the Tools group in the Crystal Ball ribbon.

    The Strategic Finance Setup wizard opens.

  2. Complete the settings on each panel of the wizard to select an entity, a scenario, time periods, input assumptions, and output forecasts.

  3. When settings are complete, click Finish.

    A Strategic Finance worksheet appears with the Crystal Ball toolbar. You can define Crystal Ball assumptions and forecasts, and then run simulations against the data.

    Note:

    The Crystal Ball Strategic Finance Connector supports Crystal Ball EPM forecasting with Predictor. However, tools under the More Tools menu command or ribbon group, such as Data Analysis and Batch Fit, are not currently supported.

As you work, you can click Help to display context-sensitive help for each wizard panel. On the Summary panel, you can check Guide me through creating assumptions and forecasts to display guide-card help that describes the main Crystal Ball procedures. You can click Help in any Crystal Ball dialog for more information, or choose Help, then Crystal Ball, then Crystal Ball Help. See the Oracle Crystal Ball User's Guide for detailed instructions.

For an example, see Strategic Finance Integration Example.