Available Clients and Utilities

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

You can download the following components, utilities, and templates:

All Available Clients and Utilities

This is a list of all clients and utilities available:
  • EPM Automate: 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 details.
  • Oracle Smart View for Office: Smart View provides a common Microsoft Office interface designed specifically for Cloud EPM.

    These extensions are available in Smart View:

    • Planning Extensions: Planning Extensions include the Planning Admin Extension, which allows application administration activities, such as dimension management, to be performed from within the Excel interface; 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. Also referred to as the Planning Admin Extension.
    • Reconciliation Compliance Extension: Enables users to manage reconciliation compliance transactions from the Excel interface.
    • Supplemental Data Manager Extension: Enables users to perform supplemental data management from within the Excel interface.
    • Task Manager Extension: Enables users to update their tasks from within the Excel interface.
    • Enterprise Journals Extension (Financial Consolidation and Close only): Enables users to manage the data collection process and work with journals.
    • Narrative Reporting Extension: Enables users to perform assigned tasks and analyze model data from within the Microsoft Office suite.
    • EPM Books Extension: Enables users to import Books in Microsoft Excel and work with them by changing POV values and refreshing content.
  • Oracle Smart View for Office (Mac and Browser): This browser-based version of Smart View is deployed in a web browser on either Windows or Mac systems for analyzing data in Microsoft Excel 365.

    These extensions are available in Smart View (Mac and Browser):

    • Admin Extension: Provides access to dimension management and application management functionality.
    • EPM Books Extension: Provides the ability to import Books in Microsoft Excel and work with them by changing POV values and refreshing content.

    See these information sources:

  • Oracle Smart View for Google Workspace: This browser-based version of Smart View is deployed on a web browser for analyzing data in Google Sheets.

    See these information sources:

  • Strategic Modeling: Strategic Modeling is an extension to Smart View that enables users to interact with Strategic Modeling, one of the Planning Modules.
  • Predictive Planning: This extension to Smart View works with valid forms to predict performance based on historical data.
  • Sample Content: This provides sample report packages, management reports, dimension and data load files, and a sample application for Planning Modules.

Clients for Planning, Planning Modules, and FreeForm

  • EPM Automate
  • Smart View for Office, Smart View for Office (Mac and Browser), and Smart View for Google Workspace
  • Smart View Extensions:
    • Planning Extensions
    • Task Manager
  • Predictive Planning
  • Strategic Modeling (for Planning Modules only)
  • Financial Reporting Web Studio

Clients for Account Reconciliation

  • EPM Automate
  • Smart View for Office
  • Smart View Extension for Reconciliation Compliance

Clients for Enterprise Profitability and Cost Management

  • EPM Automate
  • Smart View for Office, Smart View for Office (Mac and Browser), and Smart View for Google Workspace

    Enterprise Profitability and Cost Management is supported only on Smart View version 22.100 or newer

  • Smart View Extensions:
    • Planning Extensions
    • Task Manager

Clients for Financial Consolidation and Close and Tax Reporting

  • EPM Automate
  • Smart View for Office, Smart View for Office (Mac and Browser), and Smart View for Google Workspace
  • Smart View Extensions:
    • Smart View Add-On For Administrator
    • Task Manager
    • Supplemental Data
    • Enterprise Journals (for Financial Consolidation and Close only)

Clients for Profitability and Cost Management

  • EPM Automate
  • Smart View for Office
  • Financial Reporting Web Studio

Clients for Narrative Reporting

  • EPM Automate
  • Smart View for Office
  • Smart View Extension for Narrative Reporting
  • Sample Content

Clients for Enterprise Data Management and Oracle Enterprise Data Management Cloud

EPM Automate

Clients for Sales Planning

  • EPM Automate
  • Predictive Planning
  • Smart View
  • Planning Admin Extension
  • Strategic Modeling

Clients for Strategic Workforce Planning

  • EPM Automate
  • Smart View
  • Planning Admin Extension
  • Predictive Planning