Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Welcome
  • About FreeForm
  • Navigating Across Cloud EPM Business Processes
  • Copying Direct URLs for Artifacts
  • Sharing the Current Page URL for Cards, Tabs, and Sub Tabs
  • Other Navigation Tips
  • Learning More
• 3 Preparing to Work in FreeForm
  • Before You Begin
  • Familiarizing Yourself with FreeForm
• 4 Working with Data in Forms
  • You Enter Data in Forms
  • About Forms Versions
  • Opening Forms
  • Exporting Data to Microsoft Excel
  • Working in Forms 1.0
    • Selecting Different Data to Work With
    • Understanding Form Colors
    • Viewing Server Status on Forms
    • Navigating Quickly in a Form
    • Basics of Working With Data
      • About Entering Data
        • Entering Different Kinds of Data
        • Entering Data Quickly Using Commands
        • Searching in Forms
        • Selecting Cell Ranges
        • Copying and Pasting Data
      • Dynamically Setting User Variables
      • Using Data with Forms
      • More Ways to Manipulate Values
      • Entering Data for Suppressed or Excluded Members
      • Getting the Latest Data
      • About Calculating Data
      • How Totals are Calculated
      • Reviewing Data
      • Personalizing How Data Displays
        • Emphasizing Data with Formatting
        • Hiding Rows or Columns That Have No Data or Zeros
        • About Cells That Have No Data
      • Printing Data
    • More About Working With Data
      • Viewing Member Formulas
      • Working with Business Process Data in Excel
        • Using Your Own Excel Formulas in the Business Process
        • About Smart View Formatting in Web Forms
        • Copying and Pasting Data Between Microsoft Excel and Your Business Process Forms
      • Drilling Through to Source Data
      • Cell Icons
      • Resolving Data Validation Errors
      • Pushing Data for Reporting
      • About Cell Comments
      • Working with Attachments
      • Searching for Forms, Dashboards, and Infolets
      • Why Cells May Be Read-Only
      • Seeing What's Changed
  • Working in Forms 2.0
    • Working with the Global Toolbar in Forms 2.0
    • Working with the Quick Toolbar in Forms 2.0
    • Working with POVs in Forms 2.0
    • Opening the Member Selector in Forms 2.0
    • Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
    • Printing Data in Forms 2.0
• 5 Working with Task Lists
  • Using Tasks with Task Lists
  • Why Use Tasks?
  • Using Tasks to Plan
• 6 Using Dashboards to Work with Data
  • Understanding Dashboards
  • About Dashboard Versions
  • Viewing Dashboards
  • Working with Dashboard 1.0 Dashboards
  • Working with Dashboard 2.0 Dashboards
    • Working with the Dashboard 2.0 Global Toolbar
    • Working with Dashboard 2.0 Components
    • Working with Forms 2.0 Grids in Dashboard 2.0
    • Drilling Through on Charts and Legends
    • Working with POVs in Dashboard 2.0
    • Opening the Member Selector in Dashboards 2.0
    • Working with Dashboard 2.0 Dashboards in Navigation Flows
    • Working with Master Forms and Details in Dashboard 2.0 Components
    • Support for Valid Intersections in Dashboard 2.0 Dashboards
    • About Quick Analysis
    • Drilling into Ad Hoc from a Dashboard 2.0 Chart
• 7 Viewing Key Information with Infolets
  • About Infolet Views
  • About the Infolet Dots
  • Setting Your Default Infolet
• 8 Using Ad Hoc for Data Entry and Analysis
  • Get Started Performing Ad Hoc
  • Creating an Ad Hoc Grid
  • Submitting Ad Hoc Data and Saving the Grid Definition
  • Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
  • Accessing an Ad Hoc Grid
  • Designing Ad Hoc Grids
    • Opening the Member Selector in Ad Hoc Grids
    • Selecting Period-to-Date Members
    • Filtering Column Members
    • Pivoting Dimensions
    • About Shared Members
      • Zooming in on Shared Members
    • Setting Properties for Ad Hoc Grids
  • Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
  • Applying Rules to Ad Hoc Grids
  • Adding Comments and Attachments
  • Adjusting Values
  • Using Ad Hoc Action Menus
  • About Using Line Item Details
    • Adding Line Item Details
    • Working with the Structure of Line Item Details
    • Order of Line Item Details
    • Incorrectly Entering Line Item Details
    • Correctly Entering Line Item Details
    • Totaling When Line Item Details Cells are Blank
  • Printing Ad Hoc Grids
  • Using Free-Form Ad Hoc
• 9 Using the Member Selector
  • About Selecting Members
  • Selecting a Dimension
  • Defining Member Display Options
  • Searching for Members
  • Filtering Which Members Are Displayed
    • Filtering by Attributes
    • Filtering by Level
    • Filtering by Generation
    • Filtering by Member Relationship
      • Member Relationships
  • Making Member Selections
• 10 Using IPM Insights to Inform Your Decision-Making
  • About IPM Insights
  • Analyzing Insights
    • Summarizing Insights with Generative AI
  • Searching and Filtering the Insights Dashboard Display
  • Collaborating with Insights Using Tags
• 11 Improving Forecasting Accuracy with Predictive Planning
  • Predicting Future Values Based on Past Performance
    • Using Valid Forms
  • Getting More Information About a Prediction
    • About Prediction Accuracy
  • Modifying Future Values
  • Customizing the Chart
    • Changing the Chart Appearance
    • Changing Prediction Options
      • Data Screening Options
      • Data Attributes Options
      • Methods Options
  • Using Predicted Values in Your Plans
• 12 Adjusting and Spreading Data
  • Adjusting Cell Values
  • Performing What If Analysis
  • Spreading Data for Time Periods
    • How Spreading Data Works
    • Locking Cells
    • Examples of Spreading Data with Cell Locking
  • Spreading Values Using Grid Spread
  • Spreading Values Using Allocations
• 13 Working with Supporting Detail
  • About Using Supporting Detail
  • More About Supporting Detail
  • Adding Supporting Detail
    • Working with the Supporting Detail Structure
    • Order of Supporting Detail
    • Incorrectly Entering Supporting Detail
    • Correctly Entering Supporting Detail
    • Totaling When Supporting Detail Cells are Blank
  • Pasting Multiple Cells into the Supporting Detail Window
• 14 Working with Reports
  • Working with the Reports Reporting Solution
  • Working with Legacy Financial Reports and Books
    • Types of Financial Reports
    • Creating Snapshot Reports and Books
    • Fine-Tuning Reports and Books
    • Exporting Formatted Reports to Excel
    • Creating Dynamic Reports
    • Viewing and Updating Dynamic Reports
    • Creating Dynamic Books
    • Viewing and Updating Dynamic Books
    • Displaying the POV Member Selector for a Report
    • Using Financial Reporting Reports and Annotations
• 15 Using Business Rules
  • Launching Business Rules
  • About Runtime Prompts
  • Checking Job Status
• 16 Setting Your Preferences
  • Setting Your Preferences
  • Setting General Preferences
    • Setting Your Profile Picture
    • Setting the Display of Member Names or Aliases
  • Setting Your Display Preferences
  • Setting Up Email for Notifications
  • Setting Ad Hoc Options
  • Setting User Variables
  • Setting Your Report Preferences
  • Setting Your Printing Preferences
• A Predictive Planning Forecasting and Statistical Descriptions
  • Forecasting Basics
  • Forecasting Method Selection and Technique
  • Forecasting Use Cases
  • Classic Time-series Forecasting
    • Classic Nonseasonal Forecasting Methods
      • Single Moving Average (SMA)
      • Double Moving Average (DMA)
      • Single Exponential Smoothing (SES)
      • Double Exponential Smoothing (DES)
      • Damped Trend Smoothing (DTS) Nonseasonal Method
      • Classic Nonseasonal Forecasting Method Parameters
    • Classic Seasonal Forecasting Methods
      • Seasonal Additive
      • Seasonal Multiplicative
      • Holt-Winters’ Additive
      • Holt-Winters’ Multiplicative
      • Damped Trend Additive Seasonal Method
      • Damped Trend Multiplicative Seasonal Method
      • Classic Seasonal Forecasting Method Parameters
  • ARIMA Time-series Forecasting Methods
    • ARIMA Equations
    • ARIMA Constants
    • Stationarity
  • Time-series Forecasting Error Measures
    • RMSE
  • IPM Insights Metrics
    • IQR (Interquartile Range)
    • MAD (Mean Absolute Deviation)
    • MAPE (Mean Absolute Percentage Error)
    • ME (Mean Error)
    • Modified Z-Score
    • MPE (Mean Percentage Error)
    • RMSE (Root Mean Squared Error)
    • RPD (Relative Percentage Difference)
    • sMAPE
    • Standard Variance
    • TOTD (Total Deviation)
    • TOTPD (Total Percentage Difference )
    • Z-Score
    • Risk
    • Impact Magnitude Thresholds