Oracle EPM Financial Consolidation and Close
Choose a topic, and select a link for step-by-step instructions. The links are arranged with the initial tasks on the left.
Administer Financial Consolidation and Close
Manage the Calendar
- Defining Templates
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Creating Templates in Task Manager
- Creating Tasks
- Creating Tasks in Task Manager
- Creating Schedules
- Creating Schedules in Task Manager
- Managing Task Manager Integration Types
- Creating Intelligent Process Automation in Task Manager
- Working with Dashboards
- Overview: Dashboards in Financial Consolidation and Close Cloud
Manage Data Analysis
Manage the Consolidation Process
- Consolidation Process
- Overview: Consolidations in Financial Consolidation and Close Cloud
- Managing Consolidation Methods
- Managing Consolidation Methods in Financial Consolidation and Close Cloud
- Managing Ownership
- Managing Ownership in Financial Consolidation and Close Cloud
- Configuring Calculations
- Configuring Calculations in Financial Consolidation and Close Cloud
- Calculating Data
- Overview: Data Flow and Consolidation in Financial Consolidation and Close
- Configuring Translation
- Configuring Translation Settings and Creating Translation Rules
- Translating and Consolidating Data
Manage Supplemental Data
Manage Enterprise Journals
Work with Financial Consolidation and Close
Manage Consolidation Journals
- About Consolidation Journals
- Get Started with Journals in Financial Consolidation and Close
- Creating Consolidation Journals
- Creating Journals in Financial Consolidation and Close
- Managing Journals Workflow
- Submitting, Approving, and Posting Journals in Financial Consolidation and Close
- Posting Consolidation Journals
Manage Reports
- Working with Intercompany Reports
- Creating Intercompany Reports in Financial Consolidation and Close
- Working with Journal Entry Reports
- Creating Journal Reports in Financial Consolidation and Close
- Working with Dashboards
- Overview: Dashboards in Financial Consolidation and Close Cloud
- Working with Financial Reports
Work with Enterprise Journals
Work with Task Manager
Manage Supplemental Data
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
- Using Data Maps for Synchronizing Essbase Data
- 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 Best Practices and Troubleshooting
Design and Manage Dashboards
Use Dashboards
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
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
- Working with Tasks in Smart View
- Working with Journals in Smart View
- Working with Supplemental Data Forms in Smart View
- Working with Dimensions and Members