Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
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Part I Getting Started with Enterprise Profitability and Cost Management
- About Enterprise Profitability and Cost Management
- About Enterprise Profitability and Cost Management Applications
- Launching the Application
- About the Home Page
- Using Dynamic Tabs
- Considerations When Using the Application Interface
- Downloading and Installing Smart View
- Managing Your Enterprise Profitability and Cost Management Implementation
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Part II Creating and Managing Applications
- 2 Creating an Enterprise Profitability and Cost Management Application
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3
Managing Applications
- Application Overview
- Managing Cubes
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Managing Dimensions
- Dimension Overview
- Best Practices When Designing Dimensions
- Creating a Dimension
- Accessing the Dimension Editor
- Reviewing Dimensions
- Editing Dimension Properties
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Working with Members
- Adding Members to a Dimension
- Adding "No<dimname>" Members
- Editing Member Properties
- Deleting Members
- Adding Shared Members
- Assigning Access to Dimension Members
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Working in the Edit Member Properties Grid
- Switching to Another Dimension
- Customizing the Column Layout
- Context Menu Options
- Viewing Ancestors
- Showing Member Usage in an Application
- Focusing Your Editing
- Finding Members
- Moving Members
- Sorting Members
- Moving Members to Another Hierarchy
- Working with Member Formulas
- Copying Member Names from Microsoft Excel
- Working with Attributes
- Importing and Exporting Dimension Metadata
- Viewing Activity Reports
- Importing and Exporting Data
- Importing Exchange Rates for a Multicurrency Application
- Uploading and Downloading Files Using the Inbox/Outbox Explorer
- Refreshing the Application Database
- Validating Metadata
- Removing an Application
- 4 Managing Application and System Settings
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5
Defining Valid Intersections
- Understanding Valid Intersections
- Creating Valid Intersections
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Managing Valid Intersections
- Viewing Valid Intersections
- Filtering Valid Intersections
- Importing and Exporting Intersections
- Changing the Valid Intersection Group Evaluation Order
- Disabling and Enabling Valid Intersection Groups
- Editing Details for a Valid Intersection Group
- Duplicating Valid Intersection Groups
- Deleting a Valid Intersection Group
- Suppressing Invalid Data in Forms
- Clearing Invalid Data
- Working with Valid Intersections
- 6 Administering Data Integration
- 7 Managing Jobs
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Part III Building and Calculating Models
- 8 Creating and Managing Models
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9
Creating and Managing Rules
- About Rules
- Types of Rules
- Rule and Rule Member Considerations
- Dimension and Member Requirements When Creating Rules
- Understanding Model and Rule Set Context
- Understanding How System Dimensions Are Used in Rules
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Creating Allocation Rules
- About Creating Allocation Rules
- Creating an Allocation Rule Definition
- Defining an Allocation Rule Source and Destination
- Defining an Allocation Rule Driver
- Defining an Allocation Rule Offset
- Validating Allocation Rules
- Running a Rule Data Validation Report for Allocation Rules
- Using Ad Hoc to Analyze Allocation Rule Data
- Creating Custom Calculation Rules
- Creating Rule Sets
- Creating Multiple Rules
- Creating Multiple Rule Sets
- Using the Rule Designer
- Viewing Rule Definitions
- Renaming Rules
- 10 Running Model Validation
- 11 Calculating Models
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12
Analyzing Calculations
- About Calculation Analysis
- Filtering Which Calculation Records Are Displayed
- Generating a Calculation Statistics Summary Report
- Generating a Calculation Statistics Diagnostics Report
- Generating a Model Snapshot Documentation Report
- Generating a Compare Snapshot with Current Model Report
- Generating a Compare Model Snapshots Report
- Creating a Model from a Snapshot
- Editing Comments
- Re-Running Calculations
- Providing Feedback
- 13 Viewing Rule Balancing Reports
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Part IV Analyzing Data
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14
Working with Data in Forms
- You Enter Data in Forms
- About Forms Versions
- Opening Forms
- Exporting Data to Microsoft Excel
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Working in Forms 1.0
- Selecting Different Data to Work With
- Understanding Form Colors
- Viewing Server Status on Forms
- Navigating Quickly in a Form
- Basics of Working With Data
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More About Working With Data
- Viewing Member Formulas
- Working with Business Process Data in Excel
- Drilling Through to Source Data
- Cell Icons
- Resolving Data Validation Errors
- Pushing Data for Reporting
- About Cell Comments
- Working with Attachments
- Searching for Forms, Dashboards, and Infolets
- Why Cells May Be Read-Only
- Seeing What's Changed
- Working in Forms 2.0
- 15 Working with Reports
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16
Working with Dashboards
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Designing Dashboards
- The Power of Dashboards
- Creating and Managing Dashboards
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Creating and Managing Dashboards 1.0
- Concepts in Designing 1.0 Dashboards
- Creating Dashboard 1.0 Dashboards
- Creating Dashboards Containing Master Forms and Details
- About Your Dashboard's Layout - Version 1.0
- About the Gauge Chart Type
- About the Tile Chart Type
- Customizing Dashboard Colors
- About Global and Local POVs in 1.0 Dashboards
- Dashboard POVs and Valid Intersections
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Creating and Managing Dashboards 2.0
- Concepts in Designing Dashboard 2.0 Dashboards
- Considerations for Dashboard 2.0
- Creating Dashboard 2.0 Dashboards
- Working with the Member Selector When Designing Dashboards 2.0
- About Forms 2.0 Grids in Dashboard 2.0
- About the Geomap Chart Type
- About the Pyramid Chart Type
- About the Waterfall Chart Type
- Using Tables in Dashboards
- About the Gauge Chart Type for Dashboard 2.0
- About the Radar Chart Type for Dashboard 2.0
- About the Combination Chart Type for Dashboard 2.0
- About the Tile Chart Type for Dashboard 2.0
- About Global and Local POVs in Dashboard 2.0
- About Quick Analysis
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Using Dashboards to Work with Data
- Understanding Dashboards
- About Dashboard Versions
- Viewing Dashboards
- Working with Dashboard 1.0 Dashboards
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Working with Dashboard 2.0 Dashboards
- Working with the Dashboard 2.0 Global Toolbar
- Working with Dashboard 2.0 Components
- Working with Forms 2.0 Grids in Dashboard 2.0
- Drilling Through on Charts and Legends
- Working with POVs in Dashboard 2.0
- Opening the Member Selector in Dashboards 2.0
- Working with Dashboard 2.0 Dashboards in Navigation Flows
- Working with Master Forms and Details in Dashboard 2.0 Components
- Support for Valid Intersections in Dashboard 2.0 Dashboards
- About Quick Analysis
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Designing Dashboards
- 17 Viewing Key Information with Infolets
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18
Using Ad Hoc for Data Entry and Analysis
- Get Started Performing Ad Hoc
- Creating an Ad Hoc Grid
- Submitting Ad Hoc Data and Saving the Grid Definition
- Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
- Accessing an Ad Hoc Grid
- Designing Ad Hoc Grids
- Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
- Applying Rules to Ad Hoc Grids
- Adding Comments and Attachments
- Adjusting Values
- About Using Line Item Details
- Printing Ad Hoc Grids
- Using Free-Form Ad Hoc
- 19 Working with Profit Curves
- 20 Tracing Allocations
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21
Using Smart View to Import and Edit
Application Metadata
- About Using Smart View to Work with Application Metadata
- Using Smart View Grids to Import and Edit Application Metadata
- Importing Dimensions in Smart View
- Editing Members in Smart View
- Adding Application Members in Smart View
- Moving Members in Smart View
- Working with Attribute Dimensions
- Designating Shared Members in Smart View
- Refreshing Databases
- Planning Admin Extension and Office AutoCorrect
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14
Working with Data in Forms
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Part V Using Tools
- Customizing Your Display
- Working with Variables
- Announcing Upcoming Events
- Managing Access Control
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Designing Custom Navigation Flows
- Understanding Navigation Flows
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Viewing and Working with Navigation Flows
- Navigation Flow Design Best Practices and Naming Considerations
- Creating and Duplicating Navigation Flows
- Editing a Navigation Flow
- Activating and Deactivating Navigation Flows
- Using Validate to Find Missing Artifacts in Navigation Flows
- Resolving Navigation Flows that Display a Warning Icon
- Customizing Labels for Cards, Tabs, and Clusters
- Customizing Icons for Cards and Vertical Tabs
- Hiding and Unhiding Clusters, Cards, and Tabs
- Changing the Display Order of Cards on the Home Page
- Adding Cards
- Adding Tabs to a Tabular Page
- About Using URLs to Embed Third-Party Pages in EPM Cloud Applications
- Removing Navigation Flows, Cards, and Tabs
- Grouping Cards into Clusters
- Reloading a Navigation Flow
- Switching Navigation Flows at Runtime
- Sharing the Current Page URL for Cards, Tabs, and Sub Tabs
- Setting the Daily Maintenance Process Time
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Connecting Environments in EPM Cloud
- About Connecting EPM Cloud Environments
- Considerations for Migrating EPM Cloud Connections
- Creating, Editing, and Deleting Connections to Other EPM Cloud Environments
- Connecting to External Web Services
- Specifying Advanced Options for External Connections
- Navigating Across EPM Cloud Environments
- Customizing Navigation Flows to Access Other EPM Cloud Environments
- Using Direct URLs to Integrate Connected Environments
- Using Migration
- Cloning Your Environment
- Auditing Tasks and Data
- Setting User Preferences
- Part VI Creating and Managing Business Rules
- Part VII Administrative Tasks Accessed from the Navigator
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Part VIII Setting Up Access Permissions and Data Security
- 24 About Managing Access and Data Security
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25
Working with Access Permissions
- Types of Access Permissions
- About Assigning Access Permissions
- Adding, Changing, and Removing Permissions to Artifacts and Folders
- Enabling or Disabling Security for Dimensions
- Reporting on Access Permissions
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Part IX Appendices
- 26 Best Practices
- 27 Frequently Asked Questions (FAQ) about Enterprise Profitability and Cost Management
- 28 Using the Member Selector
- 29 Naming Restrictions
- 30 Migrating from Profitability and Cost Management to Enterprise Profitability and Cost Management