Oracle Cloud EPM Enterprise Profitability and Cost Management

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Overview of Enterprise Profitability and Cost Management

(5:40) This overview shows you how Enterprise Profitability and Cost Management can help unburden your general ledger and speed up your financial close, while providing transparency and traceability to your operational and management reporting.

For more information, see the documentation.

Getting Started with Enterprise Profitability and Cost Management

(6:27) This overview introduces you to the Enterprise Profitability and Cost Management user interface.

For more information, see the documentation.

Creating Applications in Enterprise Profitability and Cost Management

(4:00) In this video, you learn how to create applications in Enterprise Profitability and Cost Management.

For more information, see the documentation.

Exporting Metadata in Cloud EPM

(3:19) Learn how to export metadata in Cloud EPM. Administrators can use the exported metadata to migrate an application, manipulate metadata structure, or as a backup.

For more information, see the documentation.

Importing Metadata in Cloud EPM

(4:06) Learn how to import metadata into Planning, Financial Consolidation and Close, Tax Reporting, Enterprise Profitability and Cost Management, and FreeForm. This tutorial shows you how to import metadata into Planning. Administrators can import dimension members to an application using a metadata flat file.

For more information, see the documentation.

Registering Enterprise Profitability and Cost Management Applications

(5:06) Learn how to register Oracle Enterprise Profitability and Cost Management applications in Enterprise Data Management Cloud.

For more information, see the documentation.

Models and Modeling in Enterprise Profitability and Cost Management

(4:50) This overview introduces you to the key concepts of data modeling in Enterprise Profitability and Cost Management.

For more information, see the documentation.

Creating Models and Rules

(8:08) Learn how to create models, rule sets, and rules in Enterprise Profitability and Cost Management.

For more information, see the documentation.

Related videos:
Validating and Calculating Models
Analyzing and Troubleshooting Model Calculations

Validating and Calculating Models

(5:34) Learn how to validate and calculate models. You learn how to run validations, run all rules or selected rules only, and clear calculated data.

For more information, see the documentation.

Analyzing and Troubleshooting Model Calculations

(7:11) Learn how to run reports to troubleshoot model calculations in the Calculation Analysis screen, and how to use the Rule Balancing screen to analyze model calculations.

For more information, see the documentation.

Analyze Data in Enterprise Profitability and Cost Management

(4:35) This overview introduces you to all the ways you can analyze data from Enterprise Profitability and Cost Management.

For more information, see the documentation.

Creating Profit Curves

(4:03) Learn how to design forms for Profit Curves and create Profit Curves in Enterprise Profitability and Cost Management.

For more information, see the documentation.

Working with Flex Forms in Fusion Cloud EPM

(4:59) In this tutorial, you learn how to set up and work with flex forms. Flex forms combine robust functionality between forms, ad hoc, and Oracle Smart View for Excel to quickly display, reorder, or hide members you want to work with. With flex forms, you can rearrange, sort, and insert valid row and column members or aliases that were specified in the original form definition, and sort or move rows while preserving form properties and features. Flex forms are supported in Planning, Financial Consolidation and Close, Enterprise Profitability and Cost Management, and Tax Reporting.

For more information, see the documentation.

Introduction to Forms 2.0 in Cloud EPM

(4:23) This video introduces you to the new features and functionality in Forms 2.0 in Cloud EPM. You’ll learn about the new technology underpinning the new grids and the new application-level setting to enable the functionality. In the demonstrations, you’ll notice more vertical spacing, faster cell-to-cell navigation, and the quick scrolling across the data grid. You’ll also notice these usability improvements: reduced clicks and removed popups, clean new icons and dialogs, POV dropdown and selection and Search, tree-based member selector and search, built in line-item detail, and wizard-based Run Time Prompt Rule Drawers.

For more information, see the documentation.

Setting Up Smart View for Oracle Cloud EPM

(7:02) In this tutorial, you learn how to install Oracle Smart View for Office, how to create connections to data sources, and how to install data source-specific extensions.

For more information, see the documentation.

Overview: Security and Roles in Oracle Cloud EPM

(3:51) For administrators, learn about security and roles in Cloud EPM Services, including single sign-on options, predefined roles, application roles, access control, and access permissions.

For more information, see the documentation.

Introducing Smart View for Google Workspace

(2:52) Learn how Smart View for Google Workspace enables Cloud EPM users to access Cloud EPM data, work on forms, and perform ad hoc analysis in Google Sheets.

For more information, see the documentation.

New Features in Dashboards 2.0 in Cloud EPM (Nov 2023)

(4:39) This overview introduces you to the new features and functionality in runtime Dashboards 2.0 in Cloud EPM. You’ll see how you can use the new chart type of Grid to enable interaction with grids inside of dashboards. With this new chart type, you can update cell values, run rules, and save changes, thus facilitating write-back from dashboards.

Managing Users and Assigning Roles in Oracle Cloud Identity Console

(5:40) Learn how Identity Domain Administrators manage users and assign predefined roles to users in Oracle Cloud Identity Console (IDCS).

For more information, see the documentation.

Managing Users and Assigning Roles in Oracle Identity and Access Management

(6:20) Learn how Identity Domain Administrators manage users and assign predefined roles to users in Oracle Identity and Access Management (IAM).

For more information, see the documentation.

Setting Up Smart View for Google Workspace

(4:13) In this tutorial, you learn how to set up Smart View for Google Workspace and enable Cloud EPM users to access Cloud EPM data, work on forms, and perform adhoc analysis in Google Sheets.

For more information, see the documentation.

Creating Basic Ad Hoc Reports in Smart View

(5:21) In this tutorial, you’ll learn how to use Ad Hoc analysis in Oracle Smart View to analyze data and build reports by working with the POV, selecting members, pivoting dimensions, zooming, and customizing your grids.

For more information, see the documentation.

Reviewing Scripts in Cloud EPM

(2:58) Learn how you can switch view modes and navigate within the Calculation Manager script editor when editing business rules. Navigate using the search options and go-to line number feature. Edit scripts using text-wrapping and code-folding. Compare your scripts with the previously saved version.

For more information, see the documentation.

Overview: Drilling Through to the SAP® General Ledger in Cloud EPM

(1:54) This overview shows you how to drill through to the SAP® General Ledger. After loading data into your Oracle Cloud EPM application from your source SAP® General Ledger using Data Integration, you can drill through the source SAP® system using a URL with parameters.

For more information, see the documentation.

Overview: User Assistance Assets for EPM Cloud

(3:38) This overview shows you the types of user assistance available for Oracle EPM Cloud.

For more information, see the documentation.

Overview: Get Answers, Learn More, and Stay Current With the Help Center

(5:20) Identifies the different ways you can get situation-specific help with Oracle Cloud Applications. In addition to embedded, context sensitive help in the product, visit the Help Center for functionally-tailored documentation, training, tasks, videos and tutorials and readiness resources.

For more information, see the documentation.

Overview: EPM Center of Excellence

(4:23) Learn what a Cloud EPM Center of Excellence is, and what the key benefits of creating one are to your organization, supporting your cloud adoption and sharing of best practices, and driving business process transformation.

For more information, see the documentation.

Creating an EPM Center of Excellence

(6:30) Every journey to the cloud is different, and implementation strategies for Cloud EPM vary. Learn how to create an EPM Center of Excellence in stages. These stages contain general guidelines that you can adapt to your organization’s needs so you can start small and grow organically.

For more information, see the documentation.

Related video:
Overview: EPM Center of Excellence

Generating Dynamic Predictions and Insights in Cloud EPM

(4:36) In this tutorial, you learn how you can generate dynamic parent-level or any level predictions and insights to provide more accurate data analysis when subcategory data may be missing or inconsistent. Generate predictions and insights at a higher, aggregated level – whether it's a parent, a department, or any level in your hierarchy, to improve planning and forecasting accuracy.

For more information, see the documentation.

Summarizing Insights with Generative AI in Cloud EPM

(3:26) Learn how you can utilize the power of Generative AI to generate Insight Summaries. You can use Insight Summaries in your reports and presentations to provide meaningful analysis of your financial performance.

For more information, see the documentation.

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