Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 About Oracle Enterprise Data Management Cloud
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Part I Data Management
- 3 Getting Started with Data Management
- 4 Working with Views
- 5 Working with Viewpoints
- 6 Validating a Viewpoint
- 7 Comparing Viewpoints
- 8 Subscribing to Viewpoints
- 9 About Requests
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10
Making Changes Using Requests
- Making Changes Interactively
- Making Changes Using a Load File
- Attaching a File to a Request
- Setting and Viewing Request Priority
- Working with Request Comments
- Concurrent Editing of a Request
- Validating Requests
- Inspecting Request Items
- Reviewing Request File Attachments
- Downloading a Single Request to a File
- Requests and Blockout Periods
- 11 Matching and Merging Request Items
- 12 Working with Request Activity
- 13 Governance Workflows and Approvals
- 14 Request Notifications
- 15 Performing Audits
- 16 Working with Reports
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Part II Administration
- 17 Getting Started with Administration
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18
Working with Applications
- Understanding Application Types
- Understanding Registering Applications
- Understanding Modifying Applications
- Understanding Applications and Sharing Data
- Understanding Blockout Periods
- Disabling Workflow for Applications
- Inspecting Applications
- Searching for Applications
- Copying Applications
- Archiving, Unarchiving, and Deleting Applications
- Refreshing Application Indexes
- Understanding Dimensions
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19
Working with Data Objects and the Data Chain
- Understanding Data Chains
- Working with Node Types
- Working with Hierarchy Sets
- Working with Node Sets
- Understanding Viewpoints
- Understanding Bindings and Bound Data Objects
- Understanding the Lifecycle of Data Objects and the Data Chain
- Archiving and Unarchiving Data Chain Objects
- 20 Defining Alternate Views and Viewpoints
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21
Working with Properties
- Understanding Property Names and Namespaces
- System and Statistical Properties
- About Property Creation
- Understanding Property Data Type Parameters
- Inheriting Properties
- Derived Properties
- Derived and Stored Properties
- Calculated and Stored Properties
- Working with Sequence Properties
- Inspecting Properties
- Editing Property Parameters
- Downloading Property Definitions
- Understanding Null and Empty Values in Properties
- Alternate Name Property
- Understanding How to Configure Properties for a Viewpoint
- Searching for Properties
- Deleting Properties
- 22 Understanding Validations and Constraints
- 23 Working with Lookup Sets
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24
Using Expressions to Define Custom Business Logic
- Expression Builder Overview
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Building Expressions
- Working with Statements
- Working with Comments
- Working with Objects and Operators
- Working with Literal Values
- Copying and Pasting in Expressions
- Saving and Loading Expressions from a File
- Expressions: Detailed Example
- Testing Expressions
- 25 Understanding Data Sources
- 26 Working with Matching and Merging
- 27 Working with Roles and Permissions
- 28 Configuring Policies
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29
Integrating Data
- Creating Application Connections
- Importing Dimensions
- Exporting Dimensions
- Exporting Mapping Data
- Creating Global Connections
- Working With Extracts
- Working with Viewpoint Loads
- Using the Staging Area
- 30 Migrating Across Environments
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31
Working with Planning and FreeForm Applications
- Registering Planning and FreeForm Applications
- Importing Planning and FreeForm Dimensions
- Import and Export File Format
- Modifying Registered Planning and FreeForm Applications
- Upgrading Planning Applications to Planning Modules
- Converting Planning Applications to FreeForm Applications
- Binding Rules for Planning and FreeForm Applications
- Binding a Viewpoint to a Dimension in Planning and FreeForm Applications
- Planning and FreeForm Validations
- Exporting Planning and FreeForm Dimensions
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32
Working with Financial Consolidation and Close Applications
- Registering Financial Consolidation and Close Applications
- Importing Financial Consolidation and Close Dimensions
- Financial Consolidation and Close Import and Export File Format
- Modifying Registered Financial Consolidation and Close Applications
- Binding Rules for Financial Consolidation and Close Applications
- Binding a Viewpoint to a Dimension in Financial Consolidation and Close Applications
- Financial Consolidation and Close Validations
- Exporting Financial Consolidation and Close Dimensions
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33
Working with Enterprise Profitability and Cost Management Applications
- Registering Enterprise Profitability and Cost Management Applications
- Importing Enterprise Profitability and Cost Management Dimensions
- Enterprise Profitability and Cost Management Import and Export File Format
- Modifying Registered Enterprise Profitability and Cost Management Applications
- Binding Rules for Enterprise Profitability and Cost Management Applications
- Enterprise Profitability and Cost Management Validations
- Exporting Enterprise Profitability and Cost Management Dimensions
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34
Working with Tax Reporting
Applications
- Registering Tax Reporting Applications
- Importing Tax Reporting Dimensions
- Tax Reporting Import and Export File Format
- Modifying Registered Tax Reporting Applications
- Binding Rules for Tax Reporting Applications
- Binding a Viewpoint to a Dimension in Tax Reporting Applications
- Tax Reporting Validations
- Exporting Tax Reporting Dimensions
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35
Working with Oracle Financials Cloud General Ledger Applications
- Registering Oracle Financials Cloud General Ledger Applications
- Importing Oracle Financials Cloud General Ledger Dimensions
- Modifying Registered Oracle Financials Cloud General Ledger Applications
- Binding Rules for Oracle Financials Cloud General Ledger Applications
- Oracle Financials Cloud General Ledger Validations
- Copying Bindings to Create Trees or Tree Versions
- Exporting Oracle Financials Cloud General Ledger Dimensions
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36
Working with E-Business Suite General Ledger Applications
- Registering E-Business Suite General Ledger Applications
- Importing E-Business Suite General Ledger Dimensions
- Import and Export File Format
- Modifying Registered E-Business Suite General Ledger Applications
- Binding Rules for E-Business Suite General Ledger Applications
- E-Business Suite General Ledger Validations
- Exporting E-Business Suite General Ledger Dimensions
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37
Working with Universal Applications
- Registering a Universal Application
- Importing a User Defined Dimension
- Binding Rules for Universal Applications
- Changing the Viewpoint Bound to a User Defined Dimension in Universal Applications
- Validations for Universal Applications
- Modifying a Universal Application
- Exporting a User Defined Dimension
- 38 Working with Users Applications
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Part III Business Scenarios
- 39 Integrating with Planning
- 40 Integrating with Oracle Financials Cloud General Ledger
- 41 Integrating with External Applications Using a Universal Application
- 42 Sharing Enterprise Data Across Applications
- 43 Comparing Enterprise Data Across Applications
- 44 Managing Enterprise Data as Lists
- 45 Mapping Source Dimensions to Target Dimensions
- 46 Migrating Enterprise Data from Data Relationship Management to Oracle Enterprise Data Management Cloud
- 47 Changing the Bound Viewpoint to Export an Alternate Viewpoint
- 48 Backing up and Restoring Oracle Enterprise Data Management Cloud
- 49 Managing Governance Workflows and Approvals
- 50 Aligning Applications with Subscriptions and Governance Workflow
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51
Transferring Applications Between Environments
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Administrator Steps
- Step 1: Refreshing and Preparing the Test Environment for Application Development
- Step 2: Building the Application
- Step 3: Exporting the New Application to a Template
- Step 4: Previewing the Import of an Application from a Template
- Step 5: Correcting Preview Import Warnings
- Step 6: Importing Applications from a Template
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Administrator Steps
- A Best Practices
- B Glossary