Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Creating a FreeForm App
- 3 Getting Started
- 4 Setting Up Access Permissions
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5
Managing Applications
- Application Overview
- Refreshing the Application
- Managing Cubes
- Managing Dimensions
- Setting User Preferences
- Administering Variables
- Viewing Activity Reports
- Importing and Exporting Data and Metadata
- Validating the Essbase Outline
- Reverting a Hybrid BSO Application to Non-Hybrid
- Creating and Refreshing Application Databases
- Adding an Aggregate Storage Outline to an Application
- Removing an Application
- Setting the Daily Maintenance Process Start Time
- Uploading and Downloading Files Using the Inbox/Outbox Explorer
- 6 Using the Member Selector
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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
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10
Editing Dimensions in the Simplified Dimension Editor
- About Editing Dimensions in the Simplified Dimension Editor
- Dimension Overview
- Accessing the Simplified Dimension Editor
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Working in the Edit Member Properties Grid
- Switching to Another Dimension
- Customizing the Column Layout
- Context Menu Options
- Viewing Ancestors
- Showing Member Usage in an Application
- Focusing Your Editing
- Finding Members
- Moving Members
- Sorting Members
- Moving Members to Another Hierarchy
- Working with Member Formulas
- Copying Member Names from Microsoft Excel
- Editing Member Properties
- Editing Dimension Properties
- Working with Attributes
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11
Designing Dashboards
- The Power of Dashboards
- Creating and Managing Dashboards
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Creating and Managing Dashboards 1.0
- Concepts in Designing 1.0 Dashboards
- Creating Dashboard 1.0 Dashboards
- Creating Dashboards Containing Master Forms and Details
- About Your Dashboard's Layout - Version 1.0
- About the Gauge Chart Type
- About the Tile Chart Type
- Customizing Dashboard Colors
- About Global and Local POVs in 1.0 Dashboards
- Dashboard POVs and Valid Intersections
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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
- 12 Designing Infolets
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13
Configuring IPM
- About IPM
- About IPM Insights
- About Using Calendars and Events in IPM Insights, Auto Predict, and Predictive Planning
- Configuring Calendars and Events
- Configuring IPM Insights
- Setting Up Predictions to Run Automatically with Auto Predict
- Running and Scheduling Insights
- Managing Insight Definitions and Generated Insights
- Managing Tags
- Bring Your Own ML: About Machine Learning Model Import
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14
Defining Valid Intersections and Cell-Level Security
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Defining Valid Intersections
- Understanding Valid Intersections
- 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
- Clearing Invalid Data
- Working with Valid Intersections
- Defining Cell-Level Security
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Defining Valid Intersections
- 15 Defining Data Maps and Creating File-Based Integrations
- 16 Managing Jobs
- 17 Auditing Tasks and Data
- 18 Managing Data Validation
- 19 Managing Application and System Settings
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20
Accessing More Administrative Tasks
- About the Navigator Menu
- Administering Data Load Settings
- Importing Using Data Integration
- Administering Action Menus
- Administering Alias Tables
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Administering Dimensions
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About Dimensions
- Working with Dimension Hierarchies
- About Custom Dimensions, Entities, Accounts, Periods, and Cubes
- Adding or Editing User-Defined Custom Dimensions
- Working with Members
- Working with Attributes
- Working with Attribute Values
- Customizing Calendars
- Setting up Dynamic Time Series Members
- Working with UDAs
- Working with Member Formulas
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About Dimensions
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Administering Forms
- About Forms
- Creating Forms
- Working with Forms and Form Components
- Managing Forms and Folders
- Administering Rules
- Administering Rules Security
- Administering Smart Lists
- Administering Task Lists
- Clearing Cell Details
- Copying Data
- Administering Application Diagnostics
- A Naming Restrictions
- B Form Formula Functions
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C
Using Smart View to Manage Applications
- About Managing Applications in Smart View
- Installing Smart View and the Admin Extension for Application Management
- Controlling the Display of Application Management Options in Smart View
- Downloading the Application Templates
- Creating an Application
- Working with Artifacts in the Application Template
- Updating an Application in Smart View
- Deleting an Application
- Planning Admin Extension and Office AutoCorrect
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D
Using Smart View to Import and Edit Application Metadata
- About Using Smart View to Work with Application Metadata
- Installing Smart View and the Admin Extension for Editing Dimensions
- Using Smart View Grids to Import and Edit Application Metadata
- Importing Dimensions in Smart View
- Editing Members in Smart View
- Adding Application Members in Smart View
- Moving Members in Smart View
- Working with Attribute Dimensions
- Designating Shared Members in Smart View
- Refreshing Databases
- Planning Admin Extension and Office AutoCorrect
- E FreeForm Best Practices