Available Clients and Utilities

Clients and Utilities for Power Users and Users

This is a list of all clients and utilities available from EPM Cloud subscriptions.

EPM Automate - Allows Service Administrators to access environments over a command window to automate business activities such as exporting application and downloading the exported application to desktop. See About the EPM Automate Utility in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for details.
Oracle Smart View for Office - 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:
- A Service Administrator deploys Smart View (Mac and Browser) for all users. See Deploying and Administering Oracle Smart View for Office (Mac and Browser) for information on prerequisites and deployment procedures.
- Users connect to EPM Cloud using Smart View (Mac and Browser) to compete tasks. See Working with Oracle Smart View for Office (Mac and Browser).
These service-specific extensions are available:
- Planning Extensions - Includes Smart View Admin Extensions and Planning application templates, which facilitate application administration activities, such as dimension management, to be performed 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 Transactions - Allows users to manage reconciliation compliance transactions from the Excel interface.
- Smart View Extension for Supplemental Data Management - Enables users to perform supplemental data management from within the Excel interface.
- Smart View Extension for Task Manager - Enables users to update their tasks from within the Excel interface.
- Smart View Extension for Narrative Reporting - Allows users to perform assigned tasks and analyze model data from within the Microsoft Office suite.
Financial Reporting Web Studio - Enables book-quality financial reporting that meets the requirements of the Finance department or any functional area that requires highly formatted multidimensional reporting. You access this component by accessing a link in the service.
Strategic Modeling - This is an add-on to Smart View that enables users to interact with Strategic Modeling.
Predictive Planning - This is an extension to Smart View that works with valid forms to predict performance based on historical data.
Sample Content - Provides sample report packages, management reports, dimension and data load files, and a sample application.

Planning, Planning Modules, and FreeForm

EPM Automate
Smart View
Planning Extensions
Predictive Planning
Financial Reporting Web Studio
Strategic Modeling (for Planning Modules only)

Account Reconciliation

EPM Automate
Smart View
Smart View Extension for Transactions

Enterprise Profitability and Cost Management

Smart View
Planning extensions
EPM Automate

Financial Consolidation and Close and Tax Reporting

Smart View
Smart View Add-On For Administrator
Smart View Extension for Close and Supplemental Data Management

Profitability and Cost Management

EPM Automate
Smart View
Financial Reporting Web Studio

Narrative Reporting

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

Oracle Enterprise Data Management Cloud

EPM Automate

Sales Planning

EPM Automate
Predictive Planning
Smart View
Planning extensions
Strategic Modeling

Strategic Workforce Planning

Smart View
Planning Extensions
Predictive Planning