Oracle EPM Enterprise Profitability and Cost Management
Choose a topic, and select a link for step-by-step instructions. The links are arranged with the initial tasks on the left.
Use the PCM Agent
Create and Manage Data POVs
Create and Manage Models
Create and Manage Rules
Validate Models
Calculate Models
Analyze Calculations
Understand Application Design Best Practices
Create Required Forms
View Rule Balancing Reports
Books Referenced on This Page
Integrate Metadata and Data Using Native Import
Integrate and Synchronize Data
- Getting Started with Data Integration
- Defining an Integration
- Running an Integration
- Using the Integration Pipeline
- Understanding Enterprise Profitability Integration
- Using Data Maps for Synchronizing Essbase Data
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Creating a File-Based Data Integration
- Defining Mapping Rules for an Integration
- Setting Data Integration Options
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Loading Data Using Data Integration
Connect to On-premises and 3rd Party Data Sources
Troubleshooting and Performance Tuning
Integrate Dimensions and Mappings Using Enterprise Data Management
Automate Metadata and Data Integration
Design and Create Forms
- Form Design Considerations
- Designing Forms
- Creating Forms
- Defining Access Permissions on Forms
- Designing Flex Forms
- Additional Form Components
- Creating Dynamic User Variables
- Creating Action Menus
- Creating Data Maps
- Creating Smart Push to Move Data Across Cubes
- Creating Business Rules to Calculate Data
- Running Business Rules to Calculate Data
- Creating Folders to Organize Forms
Form Design Best Practices and Troubleshooting
Use Forms
Use Ad Hoc
Design and Manage Dashboards
Design and Use Infolets
Use Intelligent Performance Management—IPM Insights
Books Referenced on This Page
Design and Create Reports
Other Report Design Topics
Create and Edit Books and Bursting Definitions
View and Interact with Reports
View and Interact with Books
Books Referenced on This Page
Install and Configure Smart View for Office
Use Smart View for Office
- Setting Options
- Working with Data and Data Cells
- Viewing and Modifying Data in Forms
- Entering and Saving Data
- Using Functions to Perform Operations in Cells
- Analyzing Data
- Performing Ad Hoc Analysis
- Creating Basic Ad Hoc Reports
- Creating Advanced Ad Hoc Reports
- Working with Reports
- Using the EPM Books Extension
- Creating and Using Smart Slices
- Using Query Designer to Create Report Layout
- Working with Dimensions and Members
Configure Smart View (Mac and Browser)
Use Smart View (Mac and Browser)
Configure Oracle Smart View for Google Workspace
Use Oracle Smart View for Google Workspace
Use VBA Functions to Develop Applications
Troubleshoot Issues
Books Referenced on This Page
- Getting Started Guide for Users
- Deploying and Administering Oracle Smart View for Office (Mac and Browser)
- Developing Applications for Smart View for Office
- Getting Started Guide for Administrators
- Operations Guide
- Working with Oracle Smart View for Office
- Working with Oracle Smart View for Office (Mac and Browser)