Oracle Cloud EPM Financial Consolidation and Close

Videos

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Overview: Tour of Financial Consolidation and Close in EPM Cloud

(4:47) This overview gives you a tour of Financial Consolidation and Close in Oracle EPM Cloud.

For more information, see the documentation.

Related overview:
Tour of EPM Cloud

Creating Consolidation Journals in Financial Consolidation and Close

(5:54) In this tutorial, you learn how to create consolidation journals in Financial Consolidation and Close. You learn how to set the point of view, create a journal, enter debits and credits, and validate the journal.

For more information, see the documentation.

Submitting, Approving, and Posting Consolidation Journals in Financial Consolidation and Close

(4:18) In this tutorial, you learn how to use journal workflow in Financial Consolidation and Close. You learn how to submit, approve, and post consolidation journals. You also learn how to reject and unpost consolidation journals..

For more information, see the documentation.

Overview: Getting Started With Financial Consolidation and Close

(3:32) Get started with Financial Consolidation and Close by learning about design considerations, the tasks to set up the business process, and the steps in a typical close cycle.

For more information, see the documentation.

Tour of Cloud EPM

(4:40) Learn what Oracle Cloud Enterprise Performance Management and its business processes can do to benefit your organization.If your organization is thinking of implementing or migrating to Cloud EPM, consider creating a Cloud EPM Center of Excellence to manage your cloud transformation process.

For more information, see the documentation.

Configuring Financial Consolidation and Close

(7:08) In this tutorial, you learn how to configure the Financial Consolidation and Close business process. You learn how to define time periods, select currency options, and configure features.

For more information, see the documentation.

Overview: Get Started with Consolidation Journals in Financial Consolidation and Close

(6:08) This overview covers the use of journals in Financial Consolidation and Close. You learn about journals, the journal approval process, and journal reports.

For more information, see the documentation.

Setting Up Movements and Cash Flow Reporting

(7:31) Learn how to add user-defined members to track movements in the Movement dimension, and to configure the Cash Flow hierarchy for cash flow reports, for Financial Consolidation and Close.

For more information, see the documentation.

Overview: Dashboards in Financial Consolidation and Close

(4:06) This overview introduces system-generated and user-built dashboards and shows you how to use dashboards to monitor and analyze your financial consolidation and close process.

For more information, see the documentation.

Related video:
Getting Started

Overview: Cloud EPM Standard or Cloud EPM Enterprise

(4:14) This overview highlights the differences between the two EPM Cloud offerings: EPM Standard Cloud and EPM Enterprise Cloud.

For more information, see the documentation.

Enabling Ownership Management

(5:34) Learn how to enable ownership management in new and in existing applications, and what metadata changes result when the feature is enabled.

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.

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.

Converting Period and Movement Dimensions to Dense in Oracle Financial Consolidation and Close

(4:16) Learn how to convert an application with Account as the dense dimension to an application with Period and Movement as the dense dimensions to improve performance.

For more information, see the documentation.

Getting Started with Fusion Cloud EPM Digital Assistant

(5:49) This overview shows how you can use EPM Digital Assistant with your Cloud EPM business process. You learn about the prerequisites for EPM Digital Assistant, the tasks you can perform, and how to enter questions and requests.

For more information, see the documentation.

Navigating with Dynamic Tabs

(4:56) In this tutorial, you learn how to navigate with dynamic tabs to multi-task with different artifacts. With dynamic tabs, you can open related artifacts while keeping the original artifacts open.

For more information, see the documentation.

Creating Consolidation Journal Templates in Financial Consolidation and Close

(4:12) In this tutorial, you learn how to create journal templates in Financial Consolidation and Close. You see how add line items to a journal template and create journals from templates. You learn how to use recurring templates to generate recurring journals automatically each period.

For more information, see the documentation.

Overview: Seeded Consolidation Rulesets in Financial Consolidation and Close

(4:08) This overview explains how seeded consolidation rulesets in Financial Consolidation and Close provide your basic consolidation requirements.

For more information, see the documentation.

Overview: Equity Pickup in Financial Consolidation and Close

(3:26) This overview describes equity pickup in Financial Consolidation and Close for legal company reporting.

For more information, see the documentation.

Overview: Performance Testing With The EPM Automate Replay Command

(3:38) For Administrators, this video describes how to use the EPM Automate replay command to identify any concurrency-related performance issues in a test environment under heavy load. This helps administrators resolve any performance issues before migrating applications to production.

For more information, see the documentation.

Overview: Broadening Your Capabilities in Smart View With Extensions

(2:21)This overview describes how you can use extensions to expand and enhance your Smart View capabilities.

For more information, see the documentation.

Overview: Leveraging EPM Cloud and On-Premise Data Using Smart View Connections

(4:32) This video showcases the key capabilities of Smart View connections and how you can use them to work with EPM Cloud and on premise data sources.

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.

Managing Valid Intersections in Cloud EPM

(4:04) Learn how to define valid intersection rules that filter or restrict cell intersections during data entry or when selecting with runtime prompts.

For more information, see the documentation.

Creating Consolidation Journal Reports

(3:49) Learn how to create consolidation journal reports in Financial Consolidation and Close. You learn how to set a report point of view, define filters, set display options and subtotals, and run a report.

For more information, see the documentation.

Creating Intercompany Reports in Financial Consolidation and Close

(4:28) In this tutorial, you learn how to create intercompany reports in Financial Consolidation and Close. You select entities and accounts for the report, define filters, set display options, and save report settings.

For more information, see the documentation.

Creating Reports with Financial Reporting Web Studio

(4:30) In this tutorial, you learn how to create reports for the EPM Cloud platform with Financial Reporting Web Studio. This video uses Planning. With Financial Reporting Web Studio, you can graphically design and present highly formatted reports with report objects such as text boxes, grids, images, and charts.

For more information, see the documentation.

Tour of Enterprise Journals

(9:13) In this overview, you learn what Enterprise Journals is, how it resolves common journal entry challenges, its key capabilities, and how it is configured, managed, and deployed.

For more information, see the documentation.

Working with Enterprise Journals

(7:19) In this tutorial, you learn how to use Enterprise Journals to prepare, approve, validate, and post journals to general ledgers in ERP systems.

For more information, see the documentation.

Working with Enterprise Journals in Smart View

(6:39) In this tutorial, you learn how to use Oracle Smart View for Office for Enterprise Journals.

For more information, see the documentation.

Managing Enterprise Journals

(9:55) In this tutorial, you learn how to perform administrator tasks to manage Enterprise Journals.

For more information, see the documentation.

Creating Rules for Configurable Consolidation

(4:45) Learn how to create rules for configurable consolidation. You add rules to rulesets, define factors, select processing options, redirect target members, and add conditions for redirection.

For more information, see the documentation.

Creating Rulesets for Configurable Consolidation

(4:51) Learn how to create rulesets for configurable consolidation. You learn how to filter the ruleset scope, add conditions, and define a factor.

For more information, see the documentation.

Managing Configurable Consolidation Rules in Financial Consolidation and Close

(3:12) Learn how to manage configurable consolidation rules. You learn how to deploy and undeploy rulesets, filter the rules list, copy rules and rulesets, and delete rules and rulesets.

For more information, see the documentation.

Setting Up Cash Flow for Negative Cash Accounts In Financial Consolidation and Close

(2:28) Learn how to set up liabilities that represent negative cash balances to appear as reductions to cash in cash flow statements.

For more information, see the documentation.

Designing Navigation Flows in Financial Consolidation and Close

(4:55) Learn how to create custom navigation flows that control how roles and groups interact with the application. You also learn how to use navigation flow to integrate objects from other Cloud business processes into your application.

For more information, see the documentation.

Configuring Calculations

(4:28) Learn how to use Essbase calculation script in Calculation Manager to create and edit custom calculations for configurable rules, and then validate and deploy the rules.

For more information, see the documentation.

Configuring Translation Rules in Oracle Financial Consolidation and Close

(4:34) In this tutorial, you learn how to configure translation rules in Financial Consolidation and Close. You learn how to override default translation settings, define rule scope, and deploy translation rules.

For more information, see the documentation.

Managing Consolidation Methods

(4:34) Learn how to manage consolidation methods in Financial Consolidation and Close. You modify ranges for predefined methods, create user-defined methods, add ranges to methods, delete methods, and recompute ownership data.

For more information, see the documentation.

Adding Report Objects in Cloud EPM

(3:29) In this tutorial, you learn how to add text boxes and images to reports in Cloud EPM. You start with a report that already has a grid in it. You add a text box and then format the text. You add images to the report header, and you insert text functions into the report header to display specified information about the report.

For more information, see the documentation.

Creating Charts in Cloud EPM

(4:12) In this tutorial, you learn how to create charts in Cloud EPM. You add charts and then set them up to visualize report data. You can base your chart off of an existing or new hidden grid. Then you can select the data to include in the chart. You can select the type of chart such as a pie chart or stacked bar chart, and select how the legend is displayed.

For more information, see the documentation.

Creating Reports in Cloud EPM

(5:15) In this tutorial, you learn how to create reports in the Cloud EPM Platform. You can start by creating a folder in the Library, create a report, define the data source, and select members. You can preview the report while you design it, format it, make changes to grid properties, and save the report.

For more information, see the documentation.

Reporting in the new Cloud EPM Platform

(5:33) In this tutorial, you learn how to design reports using the new Reporting Solution in the Cloud EPM Platform. You can design reports with images, textboxes, charts, and grids. Insert formulas to calculate grid values and text functions to dynamically retrieve report and grid metadata. Apply robust reporting features such as zooming into levels, conditional formatting, and so on.

For more information, see the documentation.

Creating Geomaps in Dashboards 2.0

(5:10) In this tutorial, you learn how to download geography members for geomap charts, then import them into your dimension. You learn how to set up both data bubble and color highlight geomap charts.

For more information, see the documentation.

Creating Table, Spark, and Tile Charts in Dashboards 2.0

(3:44) In this tutorial, you learn how to create a dashboard with multiple components in the Dashboard Designer for Dashboards 2.0. You create a dashboard with a table, a table with a spark chart, and a tile chart.

For more information, see the documentation.

Creating Dashboards in Dashboards 2.0

(7:10) In this tutorial, you learn how to create a dashboard with multiple components in the Dashboard Designer for Dashboards 2.0. You create a bar chart, a combination chart, a pyramid chart, a ring gauge with traffic-lighting, and a radar chart with bars. You also move and resize components and set general dashboard properties.

For more information, see the documentation.

Creating Quick Analyses in Dashboards 2.0

(3:38) In this tutorial, you learn how to add quick analysis components to dashboards without having a prebuilt form. You learn how to create an ad hoc query in the Dashboard Designer and format the results by changing the dimension layout and applying visualizations.

For more information, see the documentation.

Creating Waterfall Charts in Dashboards 2.0

(4:30) In this tutorial, you learn how to create waterfall charts to track the changes in a single account over time and to track how multiple accounts interact to produce a final total.

For more information, see the documentation.

Designing Dashboards 2.0 in EPM Cloud

(5:59) In this tutorial, you learn how to view and interact with dashboards, and how to open and work with the Dashboard Designer for Dashboards 2.0.

For more information, see the documentation.

Adding and Updating Metadata Using the Dimension Editor in Financial Consolidation and Close

(4:27) In this tutorial, you learn how to add and update metadata in Financial Consolidation and Close using the Dimension Editor. You learn how to add members, edit member properties, update the hierarchy structure, validate metadata, and update the database with your changes.

For more information, see the documentation.

Calculating Movements from Closing Balance Input in Financial Consolidation and Close

(3:43) In this tutorial, you learn how to calculate movements from Closing Balance Input in Financial Consolidation and Close. You learn how to enable the Calculate Movements system rule, to select default movement members in the Movement dimension, and to assign default movement members to accounts.

For more information, see the documentation.

Configuring Journal Input Currencies in Financial Consolidation and Close

(3:41) In this tutorial, you learn how to configure journal input currencies in Financial Consolidation and Close. You learn how to add members to the Data Source dimension for journal input currencies, and how to select input currencies when creating journals.

For more information, see the documentation.

Creating Opening Balance Override Rules in Financial Consolidation and Close

(4:37) In this tutorial, you learn how to create Opening Balance Override rules in Financial Consolidation and Close. You learn how to create and deploy override rules, and to re-compute ownership.

For more information, see the documentation.

Running Consolidation Reports in Financial Consolidation and Close

(4:40) In this tutorial, you learn how to run consolidation reports in Financial Consolidation and Close. You learn how to select the parent entity and account members, configure display options, and save report configurations.

For more information, see the documentation.

Creating Rate Accounts for Translation Overrides in Financial Consolidation and Close

(3:18) In this tutorial, you learn how to create exchange rate accounts for use in translation override rules. You learn how to create global and local rate accounts, and to refresh the database.

For more information, see the documentation.

Setting Up Equity Pickup

(4:35) Learn how to enable the Equity Pickup feature for Financial Consolidation and Close. You also learn how to configure Equity Pickup rulesets for custom dimension data and for multi-level ownership hierarchies.

For more information, see the documentation.

Managing Ownership in Financial Consolidation and Close

(5:07) In this tutorial, you learn how to manage ownership for entities in Financial Consolidation and Close. You learn how to enter ownership percentages, select consolidation methods, import ownership information, and copy ownership information between periods.

For more information, see the documentation.

Configuring Translation Settings in Financial Consolidation and Close

(3:29) In this tutorial, you learn how to modify the default translation settings in Financial Consolidation and Close. When you first create an FCC application, the system creates default translation settings for balance accounts and flow accounts. You can view and modify these default settings via Translation Overrides.

For more information, see the documentation.

Migrating Applications and Data in Financial Consolidation and Close

(2:40) In this tutorial, you learn how to export and import application metadata and data in Oracle Financial Consolidation and Close. You can back up your application metadata and data, and migrate it across product environments.

For more information, see the documentation.

Tracking Changes Using Audit in Financial Consolidation and Close

(2:40) This tutorial demonstrates how to track changes using the Audit feature in Financial Consolidation and Close. You learn how to select the tasks for which to track changes, to filter the Audit Information table, to save audit data to a file, and to delete audit data.

For more information, see the documentation.

Promoting, Approving, and Locking Data in Financial Consolidation and Close

(6:56) In this tutorial, you learn how to filter and sort approval units, view the promotional path for an approval unit, and promote, reject, approve, and lock approval units.

For more information, see the documentation.

Configuring Alternate Hierarchies for Entities

(5:13) Learn how to use alternate hierarchies for the Entity dimension in Financial Consolidation and Close. You learn to create shared members for entities, and to configure forms and Smart View to display qualified member names.

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.

Adding and Updating Metadata Using Smart View in Financial Consolidation and Close

(2:51) In this tutorial, you learn how to add and update metadata using Smart View in Oracle Financial Consolidation and Close. You learn how to edit member properties, add new members, and update the database with your changes.

For more information, see the documentation.

Overview: Supplemental Data

(5:16) Get started with supplemental data in Financial Consolidation and Close.

For more information, see the documentation.

Creating Collections For Supplemental Data in Financial Consolidation and Close

(5:19) Learn how to create collections for supplemental data in Financial Consolidation and Close. Collections define a set of related attributes required for the data collection process. You learn how to add attributes from dimensions and create custom attributes.

For more information, see the documentation.

Creating Supplemental Data Forms and Entering Data

(7:58) Learn how to create supplemental data forms and enter data in Financial Consolidation and Close and Tax Reporting business processes. You learn how to create form templates, deploy templates to create forms, and enter data in forms.

For more information, see the documentation.

Configuring Supplemental Data Workflow

(3:57) Learn how to configure and use Supplemental Data Workflow in Financial Consolidation and Close. You learn how to schedule data collection, select workflow activities, assign user to activities, and perform activities.

For more information, see the documentation.

Managing Supplemental Data using Smart View

(3:02) Learn how to create a Smart View connection for Supplemental Data Manager, and then enter and manage supplemental data using Smart View in Microsoft Excel for Oracle Financial Consolidation and Close and Tax Reporting.

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.

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.

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 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.

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.

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.

Overview: Introducing Smart View for Office Mac and Browser

(3:11) Introduces you to Oracle Smart View’s support for Microsoft Office 365 on Mac and browser.

For more information, see the documentation.

Related overviews:

Overview: Submitting Data With Smart View.

Performing New EPM Grid Operations

(4:48) In this tutorial, you learn how to perform EPM grid operations such as entering line item details, comments, attachments, sorting and filtering grid members, adjusting grid data and using shortcut keys. You can use EPM grids, or ad hoc grids, to personalize focused data slices that you frequently use for analysis.

For more information, see the documentation.

Creating Ad Hoc Grids

(4:15) In this tutorial, you learn how to create ad hoc grids in Planning using forms, cubes, and dashboards. You can use ad hoc grids to personalize focused data slices that you frequently use for analysis.

For more information, see the documentation.

Designing Ad hoc Grids

(3:04) In this tutorial, you learn how to perform ad hoc operations such as selecting members, moving dimensions, and saving grid data and definition. You can use ad hoc grids to personalize focused data slices that you frequently use for analysis.

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.

Overview: Translations in Financial Consolidation and Close

(3:08) This overview describes translation to reporting currencies in Financial Consolidation and Close.

For more information, see the documentation.

Overview: Consolidation in Financial Consolidation and Close

(4:01) This overview describes consolidations in Financial Consolidation and Close. You learn about the consolidation process, how to run a consolidation for base and parent entities, and how to monitor data status and consolidation tasks.

For more information, see the documentation.

Overview: Demystifying the Consolidation Process in EPM Cloud Financial Consolidation and Close

(4:07) This overview describes advanced consolidation in Financial Consolidation and Close.

For more information, see the documentation.

Overview: Consolidations and Calculations in Financial Consolidation and Close

(5:03) This overview explains how the calculations in the Consolidated tab of the Consolidation Process screen are handled during consolidation.

For more information, see the documentation.

Overview: Translations and Calculations in Financial Consolidation and Close

(4:47) This overview explains how the calculations in the Translated tab of the Consolidation Process screen are handled during consolidation.

For more information, see the documentation.

Overview: Local Currency Calculations in Financial Consolidation and Close

(4:40) This overview explains how the calculations in the Local Currency tab of the Consolidation Process screen are handled during consolidation.

For more information, see the documentation.

Creating Configurable Consolidation Rules with Partner Eliminations

(4:29) Learn how to create configurable consolidation rules with partner eliminations. You learn how to enable rulesets and rules for partner eliminations, and redirect data to partner entities.

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: Embedding Content Using Direct Links

(5:03) Use direct links to embed ERP-EPM Cloud, Sales Planning Cloud and Strategic Workforce Planning Cloud artifacts in other source system pages. This enhances your existing processes with functionally-tailored workflow, forms, grids, reports, and dashboards and provides seamless cross-system interaction from a unified interface.

For more information, see the documentation.

Overview: Integrating Oracle Cloud ERP with Oracle Cloud EPM

(3:24) For administrators, this overview highlights the requirements and tasks you need to complete when integrating Oracle Fusion Cloud ERP with Oracle Cloud EPM using prepackaged extracts.

For more information, see the documentation.

Overview: Integrating With EPM Common Components in Financial Consolidation and Close

(5:07) This overview describes how you can integrate the Reporting, Data Integration, Smart View, Task Manager, Supplemental Data, and EPM Automate components of EPM Cloud with Financial Consolidation and Close.

For more information, see the documentation.

Overview: Leveraging Source System Data with the EPM Integration Agent

(4:35) Orients you with the EPM Integration Agent, a unified, lightweight utility that enables you to extract and transform on-premises and third party source system data for use in business processes such as Account Reconciliation, Planning, Profitability and Cost Management, Tax Reporting, and Financial Consolidation and Close. With the versatility of custom and seeded SQL and support for scripting extensions, the integration extends and optimizes your data source connectivity.

For more information, see the documentation.

Overview: Drill Down to JD Edwards

(1:57) This overview shows you how to drill down to JD Edwards from EPM Cloud.

For more information, see the documentation.

Overview: Drill Through to the Fusion General Ledger

(2:14) In this overview, we’ll show you the highlights of drilling through to the Fusion General Ledger from the Cloud.

For more information, see the documentation.

Overview: Drill Through to the Oracle E-Business Suite

(2:16) This overview shows you how to drill through to the Oracle E-Business Suite from EPM Cloud.

For more information, see the documentation.

Overview: Drill Through to the PeopleSoft General Ledger

(2.07) This overview shows you how to drill through to the PeopleSoft General Ledger from EPM Cloud.

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: Configure Navigation Flows to Integrate Business Processes

(3:51) Describes how Administrators can optimize the home pages of different business users whose activities span business processes by defining custom navigation flows and infolets.This tailors a user’s home page given their responsibilities, giving them rapid access to the capabilities and artifacts that they use the most for optimal efficiency.

For more information, see the documentation.

Oracle EPM Cloud Today: The Four Must Haves of a Financial Close Solution Featuring Rich Wilkie

(9:30) Season 1 - Episode 5
Rich Wilkie talks about four attributes key to streamlined financial close; flexibility, depth and breadth, why being owned and maintained by finance is important, and emerging technologies.

Related in series:

Emerging Technologies in EPM Cloud Featuring Marc Seewald
Migrating to Oracle EPM Cloud Featuring Matt Bradley
Managing Enterprise Data Featuring Rahul Kamath
EPM Cloud as a Suite Featuring Hari Sankar

Oracle EPM Cloud Today Migrating to Oracle EPM Cloud Featuring Matt Bradley

(14:26) Season 1 - Episode 2
A talk with Matt Bradley, Sr. VP, EPM Development, about migrating to Oracle EPM Cloud. Why customers should migrate, customers' experiences with migration, and the resources available to help.

Oracle EPM Cloud Today: Emerging Technologies in EPM Cloud featuring Marc Seewald

(13:18)

Season 1 - Episode 1
In EPM Cloud Today, Kathryn talks with Marc Seewald, Senior Director, Product Management, Oracle EPM Cloud, about emerging technologies in EPM Cloud.

Oracle EPM Cloud Today EPM Cloud as a Suite Featuring Hari Sankar

(13:10)

Season 1 Episode 3
Hari will be talking about EPM Cloud as a suite. We’ll talk about what we mean by EPM Cloud as a suite, how it benefits customers, and what we’re doing to make it even easier to use EPM Cloud.

Oracle EPM Cloud Today Managing Enterprise Data Featuring Rahul Kamath

(11:56) Season 1 Episode 4: Rahul Kamath will be talking about Enterprise Data Management. He'll talk about how it differs from traditional master data management, and what makes Enterprise Data Management unique.

Related in series:

Emerging Technologies in EPM Cloud Featuring Marc Seewald
Migrating to Oracle EPM Cloud Featuring Matt Bradley
EPM Cloud as a Suite Featuring Hari Sankar

Overview: Creating Blocks for Custom Calculations in Financial Consolidation and Close

(3:08) This overview describes creating data blocks for custom calculations in Financial Consolidation and Close.

For more information see the documentation.

Setting Up Data Integrations in Financial Consolidation and Close

(4:40) In this tutorial, you learn how to set up and run data integrations in Oracle Financial Consolidation and Close. You learn how to register applications, manage period and category mappings, map dimensions and members, run a data integration, and verify loaded data.

For more information, see the documentation.

Running and Updating Data Integrations in Financial Consolidation and Close

(4:23) This tutorial demonstrates how to run data integrations in Financial Consolidation and Close. You learn how to modify data load mappings for locations, select data load files, schedule integrations, and run integrations.

For more information, see the documentation.

Extracting Data Using Data Integration In Financial Consolidation and Close

(5:09) In this tutorial, you learn how to set up and run a data integration to extract data in Oracle Financial Consolidation and Close. You learn how to register applications, manage period and category mappings, map dimensions and members, run a data integration, and verify exported data.

For more information, see the documentation.

Overview: Data Integration in Enterprise Performance Management Cloud and Hybrid Deployments

(3:01) This overview describes how you can use Data Management and Oracle Financial Data Management Enterprise Edition to load, map, and write-back source system data in a cloud or hybrid deployment.

For more information, see the documentation.

Overview: Integrating EPM Cloud and NETSuite Using Data Management

(4:11) Describes how you can use Data Management integrations to map and load NETSuite data to any business process in Enterprise Performance Management Cloud.

For more information, see the documentation.

Managing Data with the EPM Integration Agent

(4:26) In this tutorial, you learn how to manage data with the EPM Integration Agent. You download and install the agent. You start the agent which registers it to the cloud. You run a script which calls the agent which in turn calls the external API and then prepares a file for the EPM Integration Agent to pick up. Finally, you run an integration which uploads the data to EPM Cloud.

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: Help Diagnose Your Issue Faster Using Provide Feedback (Part I)

(3:45) Learn about the information that Support needs you to submit using Provide Feedback.

For more information, see the documentation.

Overview: Help Diagnose Your Issue Faster Using Provide Feedback (Part II)

(4:00) Learn how to gather the information Support needs using Provide Feedback and then create an effective service request.

For more information, see the documentation.

Overview: Navigating Tasks in EPM Task Manager

(2:58) This overview highlights the features of EPM Task Manager by navigating through the sections of a task. Task Manager helps you define, execute, and report on the interdependent activities of a business process.

For more information, see the documentation.

Overview: Task Manager in Cloud EPM

(4:43) This overview highlights the features of EPM Task Manager, common terms used, and a typical EPM Task Manager process flow. EPM Task Manager helps you define, execute, and report on the interdependent activities of a business process. It provides centralized monitoring of all tasks, as well as a visible, automated, and repeatable system of record for running a business process.

For more information, see the documentation.

Overview: Managing Your Business Process Using Task Manager

(4:54) This overview highlights managing the close process. Use Close Manager to define and manage your cross-system integrations, templates, schedules, and tasks.

For more information, see the documentation.

Creating Tasks in Task Manager

(7:05) Learn how to create tasks in Task Manager. You learn how to set up workflow, add attributes and questions, define predecessors, and import tasks.

For more information, see the documentation.

Managing Tasks Using Smart View

(2:44) Learn how to create a Smart View connection and how to update, submit, and approve tasks using Oracle Smart View for Office.

For more information, see the documentation.

Creating Templates in Task Manager

(3:34) Learn how to create templates for schedules in Task Manager. You learn how to set up the close calendar, add instructions and viewers, add embedded templates, and create rules.

For more information, see the documentation.

Creating Schedules in Task Manager

(3:20) Learn how to create schedules in Task Manager. You learn how to map template days to calendar dates, update predecessor task links, and override tasks parameters.

For more information, see the documentation.

Managing Task Manager Integrations

(4:50) Learn how to use Task Manager integrations to automate tasks across EPM Cloud business processes and external applications. You create integrations and integration task types in Task Manager for EPM Cloud business processes, and add integration tasks to Task Manager schedules.

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

Overview: Approvals in Oracle Financial Consolidation and Close

(4:28) This video provides an overview of the Approvals process in Financial Consolidation and Close. Approvals provide process controls to determine when users can add or modify data for an entity, and a multiple-level review and approval process that follows your company’s organization structure.

For more information, see the documentation.

Viewing and Entering Data Using the Data Source Dimension

(4:05) Learn how to use the Data Source dimension to view and enter data for different data sources. See how to view manually entered and loaded data, data posted from Supplemental Data Management, data posted from journals, and data for eliminations.

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.

Copying And Clearing Data in Financial Consolidation and Close

(6:21) In this tutorial, you learn how to copy and clear data in Financial Consolidation and Close. You learn how to select data types, define the member selection for source and target data sets, and save your settings as profiles.

For more information, see the documentation.

Overview: Submitting Data With Smart View

(3:23): This video outlines your options for submitting (writing-back) data that you specify and manage in Smart View.

For more information, see the documentation.

Related overviews:
Overview: Smart View for Mac and Browser.

Enabling YTD Data Input in Forms

(2:39) Learn how to use the Enable YTD Data Input option in data forms to directly input and view YTD data without the need for the YTD_Input member or Groovy rules.

For more information, see the documentation.

Setting Up Approval Unit Hierarchies in Oracle Financial Consolidation and Close

(5:27) In this tutorial, you learn how to set up approval unit hierarchies in Financial Consolidation and Close. You learn how to add entities to approval unit hierarchies, select an approvals template, and assign owners and reviewers to entities.

For more information, see the documentation.

Setting Up Extended Approval Flows in Oracle Financial Consolidation and Close

(7:02) In this tutorial, you learn how to setup an extended approval flow in in Financial Consolidation and Close. You learn how enable extended approval flows in approval unit hierarchies, create approval groups and assign them to hierarchies, set up phase dependencies, and assign owners and reviewers to phases.

For more information, see the documentation.

Managing the Approval Process in Financial Consolidation and Close

(7:14) In this tutorial, you learn how to manage the approval process in Financial Consolidation and Close. You learn how to assign approval unit hierarchies to a specific scenario, year and period combination, and start and manage the approval process.

For more information, see the documentation.

Adding Excel Formulas in Cloud EPM

(3:47) Learn how to write business calculations using Excel formulas in Financial Consolidation and Close, FreeForm, Planning, and Tax Reporting. This tutorial shows you how to write business calculations using Excel formulas in Planning. You learn how to add Excel formulas and functions that quickly calculate data in Smart Forms, without adding members or using Essbase calculations.

For more information, see the documentation.

Entering and Saving Data in Cloud EPM

(3:54) Learn how to enter and save data on forms. You navigate to forms and review the sections of forms, and review cell conditions indicated with specified colors. You enter supporting detail, and numeric data. You enable autosave on a form, and then see how data is saved, and aggregated when you enter data, and navigate away from that data entry cell. You navigate by using short cut keys and you enter other types of data such as a date, and by selecting a Smart List value.

For more information, see the documentation.

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