4 Learn and Connect Checklist for Financial Consolidation and Close Power Users

Welcome, Financial Consolidation and Close Power Users!

Here’s a checklist to help you learn about Financial Consolidation and Close with links to training, reference materials and community resources.

Note:

Some of this content may not be appropriate for your role (that is, for the activities you’ll be doing in Financial Consolidation and Close). If you’re unsure about your role, talk to your service administrator.

Learn about Financial Consolidation and Close

1. Orient yourself with Financial Consolidation and Close by watching this video tour. (8 minutes)

   Watch Overview: Tour of Financial Consolidation and Close in EPM Enterprise Cloud. (5 minutes)

2. Read a Financial Consolidation and Close Overview. (5 minutes)

3. Visit the Financial Consolidation and Close library on the Help Center, your one-stop shop for videos, tutorials, documentation and tools. Financial Consolidation and Close Help Center.

Start using Financial Consolidation and Close

1. Review the basic consolidation and close steps. (50 minutes)

   • Workflow for Creating an Application

   • Consolidation Process

   • Data Flow

   • Consolidation Process Flow

   • Translation Process

   • Financial Consolidation and Close Learning Path

   • Understanding the Consolidation Process in Financial Consolidation and Close

2. Get familiar with the application interface and how you’ll start your Financial Consolidation and Close activities. (25 minutes)

   Read a Overview of the Home Page and Navigation

See new features in each monthly update

1. Once you’re up and running, read about the new features in each monthly update. (5 minutes)

   See What's New features

2. See all the Financial Consolidation and Close features from previous monthly updates. (5 minutes)

   See Cloud Feature Tool

3. Read about new and upcoming features. Financial Consolidation and Close Roadmap

Connect with Financial Consolidation and Close communities

Join Customer Connect, an online community, to collaborate and learn with colleagues. Review each of these areas: (10 minutes)

• Use the Financial Consolidation and Close category to ask questions, connect with experts, or share your thoughts on key topics
• Use the Idea Lab to influence Oracle’s product development, share, vote, and comment on your favorite ideas
• Use the EPM Platform category to pose questions, connect with experts, and share your thoughts and ideas
• Attend events to be among the first to know about new release functionality and industry best practices

Join a Financial Consolidation and Close User Group to collaborate and learn more

Particpating in user groups keeps you on the cutting edge of the EPM Cloud landscape. Join one of these user groups:

• Join ODTUG to stay on the cutting edge of the Oracle technology landscape
• Join OATUG to learn about Oracle applications and technology
• Join UKOUG to connect, learn, and collaborate with UK users and partners
• Join a local User Group to connect with users in your area
• Participate in Adhoc Get Togethers to learn and ask questions on specific topics