4 Learn and Connect Checklist for Narrative Reporting Power Users

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Welcome, Narrative Reporting Power Users!
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Here’s a checklist to help you learn about Narrative Reporting with links to training, reference materials and community resources.

Learn about Narrative Reporting
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  1. Orient yourself with Narrative Reporting by watching this video tour.

    Watch this video: Overview: Tour of Narrative Reporting in EPM Enterprise Cloud. (5 minutes)

  2. Read this: Narrative Reporting Overview. (5 minutes)

  3. Visit the Narrative Reporting library on the Help Center, your one-stop shop for videos, tutorials, documentation and tools. Narrative Reporting Help Center. (5 minutes)

Start using Narrative Reporting
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  1. Get familiar with the business process and how you’ll start your Narrative Reporting activities. (25 minutes)

    Read this: Overview of Narrative Reporting. (5 minutes)

  2. Review the basic Narrative Reporting steps that you’ll perform. (60 minutes)

See new features in each monthly update
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  1. Once you’re up and running, read about the new features in each monthly update. (5 minutes)

    See What's New features

  2. See all the Narrative Reporting features from previous monthly updates. (5 minutes)

    See Cloud Feature Tool

  3. Read about new and upcoming features.

    See Enterprise Performance Management Roadmap.

Connect with Narrative Reporting communities
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Join Customer Connect, an online community, to collaborate and learn with colleagues. Review each of these areas: (10 minutes)

To ensure you are always in the know, confirm your Customer Connect notification preferences are set for EPM Announcements as well as each Category you're following.

  1. To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.
  2. To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

Join a Narrative Reporting User Group to collaborate and learn more
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Participating in user groups keeps you on the cutting edge of the EPM Cloud landscape. Join one of these user groups:

  • Join ODTUG to stay on the cutting edge of the Oracle technology landscape.
  • Join OATUG to learn about Oracle applications and technology.
  • Join UKOUG to connect, learn, and collaborate with UK users and partners.
  • Join a local User Group to connect with users in your area.
  • Attend Developer Events to exchange ideas, network, and build communities.

Creating and Running an EPM Center of Excellence

Conceptual illustration of EPM Center of Excellence

A best practice for EPM is to create a CoE (Center of Excellence).

An EPM CoE is a unified effort to ensure adoption and best practices. It drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Cloud adoption can empower your organization to improve business agility and promote innovative solutions. An EPM CoE oversees your cloud initiative, and it can help protect and maintain your investment and promote effective use.

All customers can benefit from an EPM CoE, including customers who have already implemented EPM.

The EPM CoE team:

  • Ensures cloud adoption, helping your organization get the most out of your Cloud EPM investment
  • Serves as a steering committee for best practices
  • Leads EPM-related change management initiatives and drives transformation

How Do I Get Started?

Click to get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence .

Learn More