Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Getting Started
-
3
Creating a Planning
Application
-
Creating an EPM Cloud Service
Application
- EPM Cloud Services
- Creating an EPM Enterprise Cloud Service Application
- Creating an EPM Standard Cloud Service Application
- What Applications Can I Migrate to EPM Standard Cloud Service and EPM Enterprise Cloud Service?
- EPM Cloud URL
- Enabling Strategic Modeling for Custom Applications
- Product Name and Terminology Changes
- Creating a Planning and Budgeting Cloud Application
- Managing Application Ownership
-
Creating an EPM Cloud Service
Application
- 4 Creating a FreeForm App
- 5 Setting Up Access Permissions
-
6
Managing Applications
- Application Overview
- Refreshing the Application
- Managing Cubes
- Managing Dimensions
- Setting User Preferences
- Administering Variables
- Viewing Activity Reports
- Importing and Exporting Data and Metadata
- Importing Exchange Rates for a Simplified Multicurrency Application
- Validating the Essbase Outline
- Reverting a Hybrid BSO Application to Non-Hybrid
- Creating and Refreshing Application Databases
- Adding an Aggregate Storage Outline to an Application
- Converting an EPM Standard Cloud Service to EPM Enterprise Cloud Service
- Converting a Planning Application
- Removing an Application
- Setting the Daily Maintenance Process Start Time
- Uploading and Downloading Files Using the Inbox/Outbox Explorer
-
7
Setting up Strategic Modeling
- Getting Started Checklist for Strategic Modeling
- Enabling Strategic Modeling in Planning Modules
- Enabling Strategic Modeling for Custom Applications
- Working with Templates
- Creating a Strategic Modeling Model
- Exporting and Importing Model Data and Metadata
- Setting Up Model Access Permissions
- Changing Model Properties
- Validating a Model
- Pushing Data Between Strategic Modeling and Planning
- Pushing Data from a Strategic Modeling Model to Multiple Strategic Modeling Models
- Pushing Data from a Strategic Modeling Scenario Rollup to a Strategic Modeling Scenario Rollup
- Managing Metadata with Model Change Management
- 8 Using the Member Selector
-
9
Connecting Environments in EPM Cloud
- About Connecting EPM Cloud Environments
- Considerations for Migrating EPM Cloud Connections
- Creating, Editing, and Deleting Connections to Other EPM Cloud Environments
- Connecting to External Web Services
- Specifying Advanced Options for External Connections
- Navigating Across EPM Cloud Environments
- Customizing Navigation Flows to Access Other EPM Cloud Environments
- Using Direct URLs to Integrate Connected Environments
-
10
Designing Custom Navigation Flows
- Understanding Navigation Flows
-
Viewing and Working with Navigation Flows
- Navigation Flow Design Best Practices and Naming Considerations
- Creating and Duplicating Navigation Flows
- Editing a Navigation Flow
- Activating and Deactivating Navigation Flows
- Using Validate to Find Missing Artifacts in Navigation Flows
- Resolving Navigation Flows that Display a Warning Icon
- Customizing Labels for Cards, Tabs, and Clusters
- Customizing Icons for Cards and Vertical Tabs
- Hiding and Unhiding Clusters, Cards, and Tabs
- Changing the Display Order of Cards on the Home Page
- Adding Cards
- Adding Tabs to a Tabular Page
- About Using URLs to Embed Third-Party Pages in EPM Cloud Applications
- Removing Navigation Flows, Cards, and Tabs
- Grouping Cards into Clusters
- Reloading a Navigation Flow
- Switching Navigation Flows at Runtime
- Sharing the Current Page URL for Cards, Tabs, and Sub Tabs
- 11 Integrating EPM Cloud with Oracle Guided Learning
-
12
Editing Dimensions in the Simplified Dimension Editor
- About Editing Dimensions in the Simplified Dimension Editor
- Dimension Overview
- Accessing the Simplified Dimension Editor
-
Working in the Edit Member Properties Grid
- Switching to Another Dimension
- Customizing the Column Layout
- Context Menu Options
- Viewing Ancestors
- Showing Member Usage in an Application
- Focusing Your Editing
- Finding Members
- Moving Members
- Sorting Members
- Moving Members to Another Hierarchy
- Working with Member Formulas
- Copying Member Names from Microsoft Excel
- Editing Member Properties
- Editing Dimension Properties
- Working with Attributes
- Setting Up Scenarios and Specifying Versions
-
13
Administering Tasks with Task Manager
-
Setting Up Task Manager
- Task Manager Terms
- Task Manager Overview
- Sample Task Flows
- Managing Task Manager Views, Lists, and Filters
-
Managing Task Manager System Settings
- Managing Global Integration Tokens
- Managing Task Manager Organizational Units
- Managing Holiday Rules for Tasks
-
Changing Configuration Settings
- Allowing Comment Deletions
- Allowing Task Deletions
- Enabling Email Notifications
- Setting Task Manager Governors
- Allowing Reassignment Request Approvals
- Reopening Tasks
- Settings for Task Manager Reports
- Setting Export to Excel Format
- Specifying Task Display in Smart View
- Displaying Upcoming Tasks in Worklist and Welcome Panel
- Managing Task Manager Attributes
- Managing Task Types
-
Managing Task Templates
- Creating Task Templates
- Opening Templates
- Adding Tasks to Templates
- Editing Templates
- Importing Tasks into Templates
- Task Import File Format
- Exporting Tasks to Microsoft Excel
- Reassigning Users in Templates
- Creating Schedules from Templates
- Manually Validating Templates
- Viewing Task Manager Templates
- Searching for Templates
- Deleting Templates
-
Managing Tasks
- Creating Tasks
- Viewing Task History
- Working with the Task Dialog Box
- Importing and Exporting Tasks
- Editing Tasks
- Adding Attachments
- Sorting Tasks
- Searching for Tasks
- Moving Tasks
- Cutting, Copying, and Pasting Tasks
- Reopening Manual and Automated Tasks
- Submitting Tasks
- Approving or Rejecting Tasks
- Claiming or Releasing Tasks
- Managing Task Reassignments
- Automated Task Execution
- Canceling Tasks
- Deleting Tasks
- Managing Services
-
Managing Schedules
- Manually Creating Schedules
- Setting Required Task Parameters
- Opening Schedules
- Editing Schedules
- Adding Tasks to Schedules
- Importing Tasks into Schedules
- Updating Tasks in Schedules
- Reassigning Users in Schedules
- Authorizing Process-Automated Tasks
- Setting Schedule Status
- Viewing Schedule History
- Validating Schedules
- Locking Schedules
- Viewing Schedules
- Searching for Schedules
- Deleting Schedules
- Managing Task Manager Integrations
- Managing Alert Types for Task Manager
- Managing Views in Task Manager
- Viewing Currencies in Task Manager
- Using Task Manager Reports
-
Working with Views and Filters
-
Working with Filters
- About Filters
- Viewing the Existing Saved Filters
- Creating a New Filter
- Using the Filter Bar to Adjust Your View
- Clearing Filter Conditions
- Removing a Filter
- Editing a Filter
- Duplicating a Filter
- Saving a Filter
- Applying a Saved Filter
- Publishing a Filter
- Deleting a Filter
- Displaying Columns for Filters
- Reordering Columns for Filters
-
Working with Views
- About Views
- Working With List Views
- Working with Pivot Views
- Working with Chart Views
- Working With Gantt Chart Views
- Working With Calendar Views
- Saving Views
- Editing Saved Views
- Deleting Views
- Publishing Views
- Setting a Default View
- Exporting List Views and Pivot Views
-
Working with Filters
-
Managing Operational Dashboards
- Overview of Operational Dashboards
- Viewing and Opening Operational Dashboards
- Operational Dashboards: Design Mode
- Creating Operational Dashboards
- Setting the Object Type Within Operational Dashboards
- Specifying View Options for Operational Dashboards
- Editing Operational Dashboards
- Duplicating Operational Dashboards
- Deleting Operational Dashboards
- Exporting Operational Dashboards
- Importing Operational Dashboards
- Running Operational Dashboards
- Displaying Columns for Viewing Operational Dashboards
- Reordering Columns for Viewing Operational Dashboards
- Copying a URL for Operational Dashboards
- Applying Filters to Data Displayed Within Operational Dashboards
- Example: Task Manager Operational Dashboard
-
Setting Up Task Manager
-
14
Designing Dashboards
- The Power of Dashboards
- Creating and Managing Dashboards
-
Creating and Managing Dashboards 1.0
- Concepts in Designing 1.0 Dashboards
- Creating Dashboard 1.0 Dashboards
- Creating Dashboards Containing Master Forms and Details
- About Your Dashboard's Layout - Version 1.0
- About the Gauge Chart Type
- About the Tile Chart Type
- Customizing Dashboard Colors
- About Global and Local POVs in 1.0 Dashboards
- Dashboard POVs and Valid Intersections
-
Creating and Managing Dashboards 2.0
- Concepts in Designing Dashboard 2.0 Dashboards
- Considerations for Dashboard 2.0
- Creating Dashboard 2.0 Dashboards
- Working with the Member Selector When Designing Dashboards 2.0
- About Forms 2.0 Grids in Dashboard 2.0
- About the Geomap Chart Type
- About the Pyramid Chart Type
- About the Waterfall Chart Type
- Using Tables in Dashboards
- About the Gauge Chart Type for Dashboard 2.0
- About the Radar Chart Type for Dashboard 2.0
- About the Combination Chart Type for Dashboard 2.0
- About the Tile Chart Type for Dashboard 2.0
- About Global and Local POVs in Dashboard 2.0
- About Quick Analysis
- Dashboard Design Guidelines
- 15 Designing Infolets
-
16
Configuring IPM
- About IPM
- About IPM Insights
- About Using Calendars and Events in IPM Insights, Auto Predict, and Predictive Planning
- Configuring Calendars and Events
- Configuring IPM Insights
- Setting Up Predictions to Run Automatically with Auto Predict
- Running and Scheduling Insights
- Managing Insight Definitions and Generated Insights
- Managing Tags
- Bring Your Own ML: About Machine Learning Model Import
- 17 Managing Sandboxes
-
18
Defining Valid Intersections and Cell-Level Security
-
Defining Valid Intersections
- Understanding Valid Intersections
- Creating Valid Intersections
-
Managing Valid Intersections
- Viewing Valid Intersections
- Filtering Valid Intersections
- Importing and Exporting Intersections
- Changing the Valid Intersection Group Evaluation Order
- Disabling and Enabling Valid Intersection Groups
- Editing Details for a Valid Intersection Group
- Duplicating Valid Intersection Groups
- Deleting a Valid Intersection Group
- Suppressing Invalid Data in Forms
- Clearing Invalid Data
- Working with Valid Intersections
- Defining Cell-Level Security
-
Defining Valid Intersections
- 19 Defining Data Maps and Creating File-Based Integrations
- 20 Managing Jobs
- 21 Auditing Tasks and Data
- 22 Managing Data Validation
- 23 Managing Application and System Settings
-
24
Accessing More Administrative Tasks
- About the Navigator Menu
- Administering Data Load Settings
- Importing Using Data Integration
- Administering Action Menus
- Administering Alias Tables
-
Administering Dimensions
- About Dimensions
- Working with Dimension Hierarchies
- About Custom Dimensions, Entities, Accounts, Periods, and Cubes
- Adding or Editing User-Defined Custom Dimensions
- Working with Members
- Working with Attributes
- Working with Attribute Values
- Customizing Calendars
-
Setting Up Currencies
-
Enabling Multiple Currencies
- Base Currency
- Working with Currencies in a Standard Multicurrency Application
- About the Calculate Currencies Business Rule
- Exchange Rate Types
- Scaling
- Number Formatting
- Reporting Currencies for Standard Multicurrency Applications
- Checking How Currencies are Used
- Creating Currencies
- Editing Currencies
- Deleting Currencies
- Specifying Exchange Rates
-
Enabling Multiple Currencies
- Setting up Dynamic Time Series Members
- Working with UDAs
- Working with Member Formulas
-
Administering Forms
- About Forms
-
Creating Forms
- Defining the Layout
- About Precision Settings
- Setting Form Precision and Other Options
- Moving Data Using Smart Push
- Creating Asymmetric Rows and Columns
- Adding Formula Rows and Columns
- Defining Form Page and Point of View
- Designing Specific Types of Forms
- Working with Forms and Form Components
- Managing Forms and Folders
- Administering Rules
- Administering Rules Security
- Administering Smart Lists
- Administering Task Lists
- Clearing Cell Details
- Copying Data
- Copying Versions of Data
- Administering Application Diagnostics
-
Managing Approvals
- About the Approvals Process
- Defining the Approvals Process
- Starting and Supporting the Review Process
- Managing Submission Phases with Approval Groups
- Printing Approval Unit Annotations
- Creating Approval Status Reports
- Approval Unit Promotional Path
-
Managing Approval Unit Hierarchies
- About Approval Unit Hierarchies
-
Working with Approval Unit Hierarchies
- Viewing Approval Unit Hierarchies
-
Creating Approval Unit Hierarchies
- Setting Approval Unit Hierarchy Name, Scope, and Template
- Bottom-Up Budgeting
- Distributed Budgeting
- Free-Form Budgeting
- Selecting Approval Unit Hierarchy Members
- Assigning Approval Unit Owners and Reviewers
- About Group-based Approvals
- Assigning a Group as the Owner
- Assigning a Group or Groups as the Reviewer
- Selecting Approval Unit Hierarchy Scenario and Version
- Editing Approval Unit Hierarchies
- Deleting and Renaming Approval Unit Hierarchies
- Viewing Approval Unit Hierarchy Usage
- Synchronizing Approval Unit Hierarchies
- Exporting Approval Unit Hierarchies
- Importing Approval Unit Hierarchies
- Assigning Approval Unit Hierarchy Scenario and Version Combinations
- A Naming Restrictions
- B Form Formula Functions
- C Optimizing the Application
- D Understanding Application Artifacts
-
E
Using Smart View to Manage Applications
- About Managing Applications in Smart View
- Installing Smart View and the Admin Extension for Application Management
- Controlling the Display of Application Management Options in Smart View
- Downloading the Application Templates
- Creating an Application
- Working with Artifacts in the Application Template
- Updating an Application in Smart View
- Deleting an Application
- Planning Admin Extension and Office AutoCorrect
-
F
Using Smart View to Import and Edit Application Metadata
- About Using Smart View to Work with Application Metadata
- Installing Smart View and the Admin Extension for Editing Dimensions
- Using Smart View Grids to Import and Edit Application Metadata
- Importing Dimensions in Smart View
- Editing Members in Smart View
- Adding Application Members in Smart View
- Moving Members in Smart View
- Working with Attribute Dimensions
- Designating Shared Members in Smart View
- Refreshing Databases
- Planning Admin Extension and Office AutoCorrect
- G Planning Best Practices