Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Financial Consolidation and Close Overview
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3
Creating a Financial Consolidation and Close Application
- Creating a Business Process
- Application Prerequisites
- Workflow for Creating an Application
- Creating an Application
- Enabling Application Features
- Enabling Ownership Management in Applications
- Enabling Enhanced Organization by Period
- Copying Local Rate Account Data
- Migrating to Extended Dimensionality
- Migrating to Extended Dimensionality and Enterprise Cloud Service
- 4 Managing Security
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5
Managing Applications
- Application Overview
- Naming Restrictions for Dimensions, Members, and Aliases
- Managing Dimensions
- Importing Metadata
- Exporting Metadata
- Validating Metadata
- Metadata Validation Messages
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Importing Data
- Creating the Data Import File
- Data Import File Format
- Data Load Methods
- Load Method Examples
- Loading the Data Import File
- Example: Data Import File - Periodic View
- Example: Data Import File - YTD View
- Example: Data Import File - YTD Input and Replace Mode
- Example: Data Import File - Closing Balance Input and Replace Mode
- Example: Data Import File - Overrides
- Example: Data Import File - Exchange Rates
- Exporting Data
- Viewing Data Import and Export Status
- Validating the Essbase Outline
- Data Integration
- Best Practices for Data Integration
- Copying Data
- Using Copy Data Profiles
- Clearing Data
- Using Clear Data Profiles
- Refreshing the Database
- Restructuring Cubes
- Removing an Application
- Scheduling Maintenance
- Using the Inbox/Outbox
- Viewing Application Recommendations
- Working with Activity Reports and Access Logs
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6
Managing Application and System Settings
- Specifying Application Settings
- Uploading Fonts in Enterprise Performance Management Cloud Deployments
- Specifying a Default Alias Table, and Setting Member and Alias Display Options
- Specifying Number Formatting Preferences
- Defining User Variables
- Customizing Your Application Appearance
- Making Announcements
- Specifying Artifact Labels
- Working With the Artifact Labels Grid
- Adding Languages and Defining Localized Artifact Labels
- Exporting and Importing Artifact Labels for Editing
- Reviewing Artifacts
- Working with Substitution Variables
- Managing Consolidation Settings
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7
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
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8
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
- 9 Integrating EPM Cloud with Oracle Guided Learning
- 10 Designing Infolets
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11
Designing Dashboards
- The Power of Dashboards
- Concepts in Designing Dashboards
- Designing Dashboards
- About Your Dashboard's Layout
- About the Gauge Chart Type
- About the Tile Chart Type
- Customizing Dashboard Colors
- Setting Line Width in Line and Combination Charts
- About Global and Local POVs
- Dashboard POVs and Valid Intersections
- Viewing Dashboards
- Converting Dashboard 1.0 Dashboards to 2.0
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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
- Dashboard Design Guidelines
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12
Working with Dimensions
- Dimensions Overview
- Converting Period and Movement Dimensions to Dense Dimensions
- Viewing and Editing Dimensions
- Working with Dimension Hierarchies
- Adding Custom Dimensions
- Defining Accounts
- Defining Entity Members
- Creating Alternate Entity Hierarchies
- Updating Prior Period Data
- Financial Consolidation and Close Data Model Overview
- Working with Members
- Setting Up Currencies
- Setting Up Scenarios
- Customizing Application Years
- Working with Attributes
- Working with Attribute Values
- Working with User-Defined Attributes (UDAs)
- Selecting UDAs as Members
- Working with Member Formulas
- Working with Alias Tables
- 13 Editing Dimensions in the Simplified Dimension Editor
- 14 Managing Jobs
- 15 Auditing Tasks and Data
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16
Defining Valid Intersections
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Understanding Valid Intersections
- Valid Intersection Groups
- Valid Intersection Rules
- Anchor and Nonanchor Dimensions
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Valid Intersection Examples
- Example: Anchor and Nonanchor Dimensions
- Example: Required Dimension
- Example: Unselected Members are Valid
- Example: Redundant or Overlapping Valid Intersection Rules Within the Same Valid Intersection Group
- Example: Redundant or Overlapping Valid Intersection Rules in Different Valid Intersection Groups
- Redundancy or Overlap in Valid Intersection Rules
- Shared Members and Valid Intersection Rules
- Substitution Variables and Valid Intersection Rules
- Evaluation Order
- 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
- Working with Valid Intersections in Forms
- Managing Invalid Intersection Reports
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Understanding Valid Intersections
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17
Managing Forms
- Predefined Forms
- Form Components
- Form Design Considerations
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Creating Simple Forms
- Setting Form Layout
- Setting Form Grid Properties
- Setting Form Dimension Properties
- Setting Display Properties
- Setting Printing Options
- Including Data Validation Rules in Forms
- Best Practices for Forms with Validation Rules
- Setting Form Precision and Other Options
- Creating Asymmetric Rows and Columns
- Adding Formula Rows and Columns
- Defining Simple Form Page and Point of View
- Using the SingleTime Dimension
- Working with Forms and Form Components
- Working with User Variables
- Working with Smart Lists
- Working with Data Discovery
- 18 Managing Consolidation Journals
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19
Consolidating Data
- Consolidation Process
- Data Flow
- Impacting, Enumerating a Consolidation, and Consolidating Data
- Consolidation Process Flow
- Intercompany Eliminations
- Translation Process
- Translating Data
- About Exchange Rates
- Entering Exchange Rates
- Entering Override Rates
- Specifying Default Translation Settings
- Consolidation and Translation Security Access
- Calculation Status
- Consolidating Data
- Consolidating and Translating Data in Data Forms with No Prompts
- Viewing Consolidation Progress
- Running a Consolidation Report
- Consolidation Examples
- Advanced Consolidation Overview
- Consolidation Logic
- Managing Consolidation Methods
- Modifying Consolidation Methods
- Adding Consolidation Methods
- Importing and Exporting Consolidation Methods
- Recomputing Ownership Data
- Managing Ownership
- Updating Lock Status in Ownership Data
- Changing Manage Ownership Settings
- Importing and Exporting Ownership Data
- Ownership Settings Year to Year
- Ownership Settings in Forms and Configurable Calculation Rules
- Advanced Consolidation Rules
- About Configurable Consolidation Rules
- Managing Consolidation Rulesets and Rules
- Creating Consolidation Rulesets
- Creating Consolidation Rules
- Consolidation Strings
- Viewing Rulesets
- Deploying and Undeploying Rulesets
- Duplicating and Deleting Rulesets
- Importing and Exporting Rulesets
- Re-ordering Rulesets and Rules
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Seeded Consolidation Rules
- Investment Ruleset
- Investment PP Ruleset
- Owner's Equity (Subsidiary/Proportional) Ruleset
- Owner's Equity (Subsidiary/Proportional) PP Ruleset
- Owner's Equity (Equity) Ruleset
- Owner's Equity (Equity) PP Ruleset
- Owner's Equity (Holding) Ruleset
- Net Income (Subsidiary) Ruleset
- Net Income (Equity) Ruleset
- Seeded Consolidation Rule Examples
- Seeded Consolidation Rules - Example (January)
- Seeded Consolidation Rules - Example (February)
- Seeded Consolidation Rules - Example (March)
- Optimizing the Performance of Configurable Consolidation Rules
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20
Working with Rules
- Consolidation and Translation Rules
- Selecting Business Rules
- Assigning Access Permissions to Rules
- Viewing Rules Usage
- Disabling View Calculations
- Updating View Calculations
- Viewing Predicted Consolidation Time
- Using the Control To-Date View Storage Option
- Troubleshooting Financial Consolidation and Close Retrieval Performance
- Working with Override Translation Rules
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Working with Configurable Calculations
- Creating Configurable Calculations
- Enabling Auto Create Blocks for Configurable Calculations
- Configurable Calculation Rules
- System Calculations
- Working within Calculation Manager
- Configurable Calculations Best Practices
- Best Practices for Calculations in Extended Dimensionality Applications
- Resolving Calc Script Validation Warnings
- Calculate Movements (from Closing Balance Input)
- Equity Pickup Overview
- Working with On-Demand Rules
- Working with Essbase Calc Script
- Supported Essbase Functions
- Financial Consolidation and Close Custom Functions
- Using Groovy Rules
- 21 Managing Approval Unit Hierarchies
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22
Managing the Approval Process
- Approval Process Overview
- Enabling Approvals
- Starting the Approval Process
- Managing Approval Phases
- Approval Unit Promotional Path
- Creating Approval Unit Annotation Reports
- Creating Approval Status Reports
- Data Validation Rules
- Locking and Unlocking Entities
- Configuration Tasks for the Approvals Process
- Troubleshooting Approval Process Issues
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23
Managing Enterprise Journals
- About Enterprise Journals
- Enterprise Journals Sample Task Flows
- Enabling Enterprise Journals
- Working with Enterprise Journals Views and Filters
- Enterprise Journal Status
- Enterprise Journals Security Roles
- Managing Enterprise Journal Teams
- Managing Dimensions in Enterprise Journals
- Managing Enterprise Journals System Settings
- Configuring Periods for Enterprise Journals
- Creating Connections for Enterprise Journals
- Managing Enterprise Journal Targets
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Managing Enterprise Journal Templates
- Creating Enterprise Journal Templates
- Editing Enterprise Journal Templates
- Duplicating Enterprise Journal Templates
- Deleting Enterprise Journal Templates
- Creating Ad-Hoc Enterprise Journals
- Deleting Ad-Hoc Enterprise Journals
- Validating Enterprise Journals
- Exporting Enterprise Journals
- Exporting Enterprise Journals Line Items
- Deploying an Enterprise Journal Template
- Un-Deploying an Enterprise Journal Template
- Enterprise Journals Posting Process
- Copying Enterprise Journals
- Force Closing Enterprise Journals
- Working with Enterprise Journal Dashboards
- Generating Custom Reports for Enterprise Journals
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24
Setting Up Task Manager
- Task Manager Terms
- Task Manager Overview
- Sample Task Flows
- Managing Task Manager Views, Lists, and Filters
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Managing Task Manager System Settings
- Managing Global Integration Tokens
- Managing Task Manager Organizational Units
- Managing Holiday Rules for Tasks
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Changing Configuration Settings
- Allowing Comment Deletions
- Allowing Task Deletions
- Enabling Email Notifications
- Setting Task Manager Governors
- Allowing Reassignment Request Approvals
- Reopening Tasks
- Settings for Task Manager Reports
- Setting Export to Excel Format
- Specifying Task Display in Smart View
- Displaying Upcoming Tasks in Worklist and Welcome Panel
- Using Oracle Cloud Object Storage to Store Attachments
- Managing Task Manager Attributes
- 25 Managing Teams for Task Manager
- 26 Managing Task Types
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27
Managing Task Templates
- Creating Task Templates
- Opening Templates
- Adding Tasks to Templates
- Editing Templates
- Importing Tasks into Templates
- Task Import File Format
- Exporting Tasks to Microsoft Excel
- Reassigning Users in Templates
- Creating Schedules from Templates
- Manually Validating Templates
- Viewing Task Manager Templates
- Searching for Templates
- Deleting Templates
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28
Managing Tasks
- Creating Tasks
- Viewing Task History
- Working with the Task Dialog Box
- Importing and Exporting Tasks
- Editing Tasks
- Adding Attachments
- Sorting Tasks
- Searching for Tasks
- Moving Tasks
- Cutting, Copying, and Pasting Tasks
- Reopening Manual and Automated Tasks
- Submitting Tasks
- Approving or Rejecting Tasks
- Claiming or Releasing Tasks
- Managing Task Reassignments
- Automated Task Execution
- Canceling Tasks
- Deleting Tasks
- Managing Services
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29
Managing Schedules
- Manually Creating Schedules
- Setting Required Task Parameters
- Opening Schedules
- Editing Schedules
- Adding Tasks to Schedules
- Importing Tasks into Schedules
- Updating Tasks in Schedules
- Reassigning Users in Schedules
- Authorizing Process-Automated Tasks
- Setting Schedule Status
- Viewing Schedule History
- Validating Schedules
- Locking Schedules
- Viewing Schedules
- Searching for Schedules
- Deleting Schedules
- 30 Managing Task Manager Integrations
- 31 Managing Alert Types for Task Manager and Supplemental Data Manager
- 32 Managing Views in Task Manager
- 33 Viewing Currencies in Task Manager
- 34 Using Task Manager and Supplemental Data Manager Reports
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35
Managing Supplemental Data
- Supplemental Data Process Overview
- Managing Supplemental Data Manager Views, Lists, and Filters
- Managing Supplemental Data System Settings
- Working with the Supplemental Data Analysis Dashboard
- Managing Dimension Attributes in Supplemental Data Manager
- Working with Collection Intervals
- Working with Supplemental Data Collections
- Creating Supplemental Data Manager Form Templates
- Editing Form Templates
- Duplicating Form Templates
- Deleting Form Templates
- Deploying a Form Template to a Data Collection Period
- Un-Deploying a Form Template
- Re-opening Supplemental Data Forms
- Bulk Loading of Data into Collections
- Reassigning Users in Supplemental Data Manager
- Validating Supplemental Data Total Against an Account Balance
- Viewing Data in the Supplemental Data Analysis Dashboard
- Working with Supplemental Data in Smart View
- Using Currency Translation
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36
Managing Supplemental Data Manager Teams
- Adding Teams and Members for Supplemental Data Manager
- Importing and Exporting Teams and Members for Supplemental Data Manager
- Exporting Supplemental Data Manager Users
- Editing Teams and Members for Supplemental Data Manager
- Deleting Teams and Removing Members for Supplemental Data Manager
- Managing Supplemental Data Manager Users
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37
Working with Views and Filters
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Working with Filters
- About Filters
- Viewing the Existing Saved Filters
- Creating a New Filter
- Using the Filter Bar to Adjust Your View
- Clearing Filter Conditions
- Removing a Filter
- Editing a Filter
- Duplicating a Filter
- Saving a Filter
- Applying a Saved Filter
- Publishing a Filter
- Deleting a Filter
- Displaying Columns for Filters
- Reordering Columns for Filters
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Working with Views
- About Views
- Working With List Views
- Working with Pivot Views
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Working with Chart Views
- Overview of Chart Views
- Creating Chart Views
- Example: Creating a Chart to Display Task Status by Month
- Example: Creating a Chart to Display Plan versus Actual End Date
- Example: Creating a Chart to Display Task Execution by Organization Unit
- Example: Creating a Chart to Display Forms and their Status
- Example: Creating a Chart to Display Period and Status (with Description) of the Form Template
- Example: Creating a Chart to Display Journal Values of the Preparers
- Working With Gantt Chart Views
- Working With Calendar Views
- Saving Views
- Editing Saved Views
- Deleting Views
- Publishing Views
- Setting a Default View
- Exporting List Views and Pivot Views
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Working with Filters
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38
Managing Operational Dashboards
- Overview of Operational Dashboards
- Viewing and Opening Operational Dashboards
- Operational Dashboards: Design Mode
- Creating Operational Dashboards
- Setting the Object Type Within Operational Dashboards
- Specifying View Options for Operational Dashboards
- Editing Operational Dashboards
- Duplicating Operational Dashboards
- Deleting Operational Dashboards
- Exporting Operational Dashboards
- Importing Operational Dashboards
- Running Operational Dashboards
- Displaying Columns for Viewing Operational Dashboards
- Reordering Columns for Viewing Operational Dashboards
- Copying a URL for Operational Dashboards
- Applying Filters to Data Displayed Within Operational Dashboards
- Example: Task Manager Operational Dashboard
- Example: Supplement Data Manager Dashboard
- Example: Enterprise Journal Dashboard
- A Financial Consolidation and Close Best Practices