Available Clients and Utilities

Availability of Oracle Enterprise Performance Management Cloud clients and utilities depends on the current environment. For example, Oracle Smart View for Office and Financial Reporting do not apply to all services.

You can download the following EPM Cloud components, utilities, and templates.

All Available Clients and Utilities

This is a list of all clients and utilities available from EPM Cloud services.
  • EPM Automate

    The EPM Automate allows Service Administrators to access environments over a command window to automate business activities such as exporting an application and downloading the exported application to desktop. See "About EPM Automate" in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for details.

  • Smart View

    Smart View provides a common Microsoft Office interface designed specifically for EPM Cloud.

    Note:

    You may also use Smart View (Mac and Browser) with the browser-based version of Excel 365 and Excel 365 for Mac. See these information sources:

    These service-specific extensions are available:

    • Planning Extensions

      Planning Extensions include Smart View Admin Extensions and Planning application templates, which facilitate application administration activities, such as dimension management, from within the Excel interface.

    • Smart View Add-On For Administrator

      Allows application administration activities, such as dimension management, to be performed from within the Excel interface.

    • Smart View Extension for Close and Supplemental Data Management

      Enables users to perform close and supplemental data management from within the Excel Interface.

    • Smart View Extension for Enterprise Performance Reporting

      Allows users to perform assigned tasks and analyze model data from within the Microsoft Office suite.

    • Smart View Extension for Disclosure Management

      Allows users to perform disclosure management activities in Narrative Reporting, including tagging, validation, and instance generation from within Microsoft Word.

    • Smart View Extension for Disclosure Management Auto Tagging

      Provides the ability to perform high volume XBRL auto tagging from within Microsoft Excel as part of as part of Narrative Reporting Disclosure Management.

  • Strategic Modeling

    Strategic Modeling is an add-on to Smart View that enables users to interact with Strategic Modeling, one of the Planning Modules.

  • Predictive Planning

    Predictive Planning is an extension to Smart View that works with valid forms to predict performance based on historical data.

  • File Transfer Utility

    This utility allows Service Administrators to access Narrative Reporting environments over a command window to automate business activities.

  • Sample Content

    Provides sample report packages, management reports, dimension and data load files, and a sample application for Planning Modules.

Clients for Planning and Planning Modules

  • EPM Automate

  • Smart View

  • Planning Extensions

  • Predictive Planning

  • Strategic Modeling (for Planning Modules only)

Clients for Financial Consolidation and Close and Tax Reporting

  • EPM Automate

  • Smart View

  • Smart View Add-On for Administrator

  • Smart View Extension for Close and Supplemental Data Management

Clients for Profitability and Cost Management

  • EPM Automate

  • Smart View

Clients for Account Reconciliation

EPM Automate

Clients for Oracle Enterprise Data Management Cloud

EPM Automate

Clients for Strategic Workforce Planning

  • EPM Automate

  • Smart View

  • Planning Extensions

  • Predictive Planning

Clients for Narrative Reporting

  • Smart View

  • Smart View Extension for Enterprise Performance Reporting

  • Smart View Extension for Disclosure Management

  • Smart View Extension for Disclosure Management Auto Tagging

  • File Transfer Utility

  • Sample Content

Clients for Sales Planning

  • EPM Automate
  • Predictive Planning
  • Smart View
  • Planning extensions
  • Strategic Modeling