Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Creating and Running an EPM Center of Excellence
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3
Getting Started with Profitability and Cost Management
- About Profitability and Cost Management
- About Profitability and Cost Management Applications
- Creating a Profitability and Cost Management Application
- Launching Profitability and Cost Management
- Profitability and Cost Management Home Page
- Common Feature Controls
- Activating Accessibility Features
- Using Profitability and Cost Management Library
- 4 Overview of Administration and Security
- 5 Dimensions in Profitability and Cost Management Applications
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6
Creating and Migrating Profitability and Cost Management Applications
- Using the Profitability Application Console and Other Application Features
- Creating, Importing, and Exporting Applications in the Profitability Application Console
- Migrating an Application from On-premises Profitability and Cost Management to EPM Cloud Profitability and Cost Management
- Migrating from Profitability and Cost Management to Enterprise Profitability and Cost Management
- Backing Up, Restoring, and Replicating Applications Using the Migration Features
- Importing Artifacts
- Working with an Application in the Profitability Application Console
- Viewing, Creating, and Editing Dimensions with Dimension Management
- Viewing Tasks in the Application Job Library
- Transferring Files with the File Explorer
- 7 Working with Application Points of View (POVs)
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8
Working with Profitability and Cost Management Rules
- About Rules
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Creating and Managing Rules with the Manage Rules Screen
- About the Manage Rules Screen
- Defining Global Contexts for Rules
- Working with Rule Sets
- Creating Allocation Rules with the Manage Rules Screen
- Creating Custom Calculation Rules
- Managing Rules with the Manage Rules Screen
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Express Editing for Rules with the Calculation Rules Screen
- About the Calculation Rules Screen
- Searching For and Filtering Rules (Rules Express Editing Page)
- Replacing Members in Rules (Rules Express Editing Page)
- Adding Members to Rules (Rules Express Editing Page)
- Copying Rules to a New Rule Set (Rules Express Editing Page)
- Copying Rules to a Different Point of View (Rules Express Editing Page)
- Enabling and Disabling Rules (Rules Express Editing Page)
- Displaying Rules as a Hierarchy (Rules Outline Page)
- 9 Using Model Views and Validating Applications
- 10 Deploying and Loading Data into an Application Database
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11
Calculating an Application
- About Profitability and Cost Management Calculations
- Performing Single-POV Calculations Using the Navigator
- Performing Single- and Multiple-POV Calculations Using Execution Control
- A Word About Troubleshooting
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12
Working with Profitability and Cost Management Analytics Features
- About the Profitability and Cost Management Analytics Features
- Working with Analysis Views
- Working with Dashboards
- Working with Scatter Analysis Graphs
- Working with Profit Curves
- Working with Key Performance Indicators
- Setting User Preferences
- Working With Profitability and Cost Management Financial Reports
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13
Managing Queries
- About Profitability and Cost Management Queries
- Creating Custom Queries in Applications
- Running Queries from the Administer and Manage Menus
- Running Queries from the Intelligence Panel
- Formatting Query Results in Smart View
- Editing and Deleting Custom Queries in Profitability and Cost Management Applications
- 14 Working with Profitability and Cost Management System Reports
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A
Creating and Managing Rules with the Designer Features
- About Creating and Managing Rules
- About the Designer Features
- Defining Global Contexts for Rules
- Working with Rule Sets on the Designer Screen
- Creating Allocation Rules with the Designer Screen
- Creating Custom Calculation Rules with the Designer Screen
- Managing Existing Rules with the Designer Screen
- Entering Text in the Dimension Member Editor
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Mass Edit Features for Rules
- About the Designer Mass Edit Features
- Searching For and Filtering Rules (Mass Edit Page)
- Filtering Dimension Members (Mass Edit Page)
- Replacing Members in Rules (Mass Edit Page)
- Adding Members to Rules (Mass Edit Page)
- Copying Rules to a New Rule Set (Mass Edit Page)
- Copying Rules to a Different Point of View (Mass Edit Page)
- Enabling and Disabling Rules (Mass Edit Page)
- B Essbase Naming Conventions
- C Business Scenario: Streamlining Your General Ledger with Profitability and Cost Management
- D Business Scenario: IT Financial Management
- E Syntax for Custom Calculation Rule Formulas