Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Welcome
- 3 Preparing to Work in Planning
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4
Working with Data in Forms
- You Enter Data in Forms
- About Forms Versions
- Opening Forms
- Exporting Data to Microsoft Excel
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Working in Forms 1.0
- Selecting Different Data to Work With
- Understanding Form Colors
- Viewing Server Status on Forms
- Navigating Quickly in a Form
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Basics of Working With Data
- About Entering Data
- Dynamically Setting User Variables
- Using Data with Forms
- More Ways to Manipulate Values
- Entering Data for Suppressed or Excluded Members
- Getting the Latest Data
- About Calculating Data
- How Totals are Calculated
- Reviewing Data
- Promoting Data
- Personalizing How Data Displays
- Printing Data
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More About Working With Data
- Viewing Member Formulas
- Working with Business Process Data in Excel
- Drilling Through to Source Data
- Cell Icons
- Resolving Data Validation Errors
- Pushing Data for Reporting
- About Cell Comments
- Working with Attachments
- Searching for Forms, Dashboards, and Infolets
- Why Cells May Be Read-Only
- Seeing What's Changed
- Working in Forms 2.0
- 5 Working with Task Lists
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6
Using Task Manager
- Working with Task Manager
- Working with Alerts
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Working with Views and Filters
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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
- Deleting a Filter
- Displaying Columns for Filters
- Reordering Columns for Filters
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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
- Setting a Default View
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Working with Filters
- Working with Dashboards
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7
Using Dashboards to Work with Data
- Understanding Dashboards
- About Dashboard Versions
- Viewing Dashboards
- Working with Dashboard 1.0 Dashboards
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Working with Dashboard 2.0 Dashboards
- Working with the Dashboard 2.0 Global Toolbar
- Working with Dashboard 2.0 Components
- Working with Forms 2.0 Grids in Dashboard 2.0
- Drilling Through on Charts and Legends
- Working with POVs in Dashboard 2.0
- Opening the Member Selector in Dashboards 2.0
- Working with Dashboard 2.0 Dashboards in Navigation Flows
- Working with Master Forms and Details in Dashboard 2.0 Components
- Support for Valid Intersections in Dashboard 2.0 Dashboards
- About Quick Analysis
- 8 Viewing Key Information with Infolets
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9
Using Ad Hoc for Data Entry and Analysis
- Get Started Performing Ad Hoc
- Creating an Ad Hoc Grid
- Submitting Ad Hoc Data and Saving the Grid Definition
- Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
- Accessing an Ad Hoc Grid
- Designing Ad Hoc Grids
- Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
- Applying Rules to Ad Hoc Grids
- Adding Comments and Attachments
- Adjusting Values
- About Using Line Item Details
- Printing Ad Hoc Grids
- Using Free-Form Ad Hoc
- 10 Using the Member Selector
- 11 Using IPM Insights to Inform Your Decision-Making
- 12 Improving Forecasting Accuracy with Predictive Planning
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13
Working With Strategic Modeling
- Task Overview
- Working with Templates
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Working with Models
- Managing Models
- Working in the Account View
- Adding and Deleting Subaccount Members
- Managing and Editing Subaccounts
- Defining the Forecast Method for Accounts
- Specifying a Target Value for an Account
- Performing What-If Analysis with Scenarios
- Determining How Values are Calculated
- Improving Forecast Accuracy Using Simulations
- Working with Custom Dimensions
- Working with Time Periods
- Working with Funding Options
- About Importing Data to Strategic Modeling Model
- Working with Reports
- Creating and Running Scenario Rollups
- 14 Adjusting and Spreading Data
- 15 Working with Supporting Detail
- 16 Getting Plans Approved
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17
Working with Reports
- Working with the Reports Reporting Solution
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Working with Legacy Financial Reports and Books
- Types of Financial Reports
- Creating Snapshot Reports and Books
- Fine-Tuning Reports and Books
- Exporting Formatted Reports to Excel
- Creating Dynamic Reports
- Viewing and Updating Dynamic Reports
- Creating Dynamic Books
- Viewing and Updating Dynamic Books
- Displaying the POV Member Selector for a Report
- Using Financial Reporting Reports and Annotations
- 18 Using Business Rules
- 19 Building a Plan Privately
- 20 Working with Currencies
- 21 Setting Your Preferences
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A
Predictive Planning Forecasting and Statistical Descriptions
- Forecasting Basics
- Forecasting Method Selection and Technique
- Forecasting Use Cases
- Classic Time-series Forecasting
- ARIMA Time-series Forecasting Methods
- Time-series Forecasting Error Measures
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IPM Insights Metrics
- IQR (Interquartile Range)
- MAD (Mean Absolute Deviation)
- MAPE (Mean Absolute Percentage Error)
- ME (Mean Error)
- Modified Z-Score
- MPE (Mean Percentage Error)
- RMSE (Root Mean Squared Error)
- RPD (Relative Percentage Difference)
- TOTD (Total Deviation)
- TOTPD (Total Percentage Difference )
- Z-Score
- Risk
- Impact Magnitude Thresholds
- B Probability Distribution Descriptions for Strategic Modeling Simulations