1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Customizing Skills
  4. Customizing Skills for Financial Consolidation and Close, Tax Reporting, Planning, and Planning Modules
  5. Application Entities for Planning Modules

Application Entities for Planning Modules

The EPM Digital Assistant Planning Modules skills are packaged with the dimensions in the Planning Modules sample application and may not match the dimensions you use in your environment. Before you populate entities, you may need to add any custom dimensions to the Planning Modules extended skill. For more information, see Pre-Populated Dimensions for Planning Modules. If you need to add custom dimensions, refer to Adding Custom Dimensions to an Extended Skill. Also you may need to remove dimensions, and update the metadata to match your Planning Modules environment. For more information, see Removing Custom Dimensions From an Extended Skill.

Note:

The Planning Modules skills are modeled with standard dimensions as separate Entities. Other dimensions are modeled as FC_MEMBER ODA entity. These other dimensions can be added as separate ODA entities for ease of use during POV selection. The advantage of adding all dimensions as a separate entity is that Digital Assistant will display available selections when you choose to change the member.

The following entities can be updated for Planning Modules:

  • DIM_ACCOUNT - All Account members

  • DIM_CURRENCY - All Currency members

  • DIM_ENTITY - All Entity members

  • DIM_PERIOD - All Period members

  • DIM_SCENARIO - All Scenario members

  • DIM_YEARS - All Year members

  • DIM_MEMBER - All other Dimension members

  • JOB_NAME - Name of the job

  • DIM_AGE_BAND - All Age Band members

  • DIM_ASSET_CLASS - All Asset Class members

  • DIM_ASSET_DETAIL - All Asset Detail members

  • DIM_COMPONENT - All Component members

  • DIM_EMPLOYEE - All Employee members

  • DIM_GENDER - All Gender members

  • DIM_HIGHEST_EDUCATION_DEGREE - All Highest Education Degree members

  • DIM_HSP_VIEW - All HSP_View Member data

  • DIM_JOB - All Job members

  • DIM_MARKET - All Market members

  • DIM_PLAN_ELEMENT - All Plan Element members

  • DIM_PRODUCT - All Product members

  • DIM_PROJECT - All Project members

  • DIM_PROJECT_ELEMENT - All Project Element members

  • DIM_PROPERTY - All Property members

  • DIM_RESOURCE_CLASS - All Resource Class members

  • DIM_SKILL_SET - All Skill Set members

  • DIM_STAGES - All Stages members

  • DIM_UNION_CODE - All Union Code members

  • DIM_VERSION - All Version members