Oracle EPM FreeForm

Videos

Introduction to FreeForm Apps in Cloud EPM

(4:16) This video introduces you to FreeForm Apps. You can create FreeForm Apps in Cloud EPM or from Smart View by using Excel templates. With FreeForm Apps, you can deploy an application with no dimension requirements. You can create a FreeForm application with BSO and ASO cubes. The open dimensional solution allows you to create a fully custom application with cubes that allow for dimension flexibility needed by your organization. Like a Planning custom or module-based application, you can manage dimensions, members, data, and create artifacts to help you analyze and work on your plans.

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.

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.

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.

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.

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.

Creating Multi-Cube FreeForm Applications with an Excel Template - Part 1

(4:25) In this tutorial, you learn how to create FreeForm Apps using an Excel template. With FreeForm Apps, you can deploy an application with no dimension requirements. You can create a FreeForm application with BSO and ASO cubes. The open dimensional solution allows you to create a fully custom application with cubes that allow for dimension flexibility needed by your organization. Like a Planning custom or module-based application, you can manage dimensions, members, data, and create artifacts to help you analyze and work on your plans. Using the Excel template, you learn how to define application properties, manage cubes, create dimensions and members, attributes, access permissions, and load data into the FreeForm application.

For more information, see the documentation.

Creating Multi-Cube FreeForm Applications with an Excel Template - Part 2

(2:45) In this tutorial, your learn how to update FreeForm Apps using an Excel template and verifying changes in the web interface. With FreeForm Apps, you can deploy an application with no dimension requirements. You can create a FreeForm application with BSO and ASO cubes. The open dimensional solution allows you to create a fully custom application with cubes that allow for dimension flexibility needed by your organization. Like a Planning custom or module-based application, you can manage dimensions, members, data, and create artifacts to help you analyze and work on your plans. After creating your FreeForm application using an Excel template, learn how you can use the same template to make modifications to dimensions, members, substitution variables, and security. Then, in the Planning web interface, assign Application Management options, review the application properties and definition, and the data you imported.

For more information, see the documentation.

Creating Multi-Cube FreeForm Applications from BSO and ASO Cubes

(4:51) In this tutorial, you learn how to create FreeForm Apps in Planning. You can create FreeForm Apps using the Planning business process. With FreeForm Apps, you can deploy an application with no dimension requirements. The open dimensional solution allows you to create a fully custom application with cubes that allow for dimension flexibility needed by your organization. You create a Planning application from BSO and ASO cubes. You add dimensions to the cubes. You then add an additional cube to the application and add dimensions. Like a custom or module-based application, you can load data and create artifacts to help you analyze and work on your plans.

For more information, see the documentation.

Creating Multi-Cube FreeForm Applications from Essbase Outlines

(4:24) In this tutorial, you learn how to create FreeForm Apps in Planning. You can create FreeForm Apps using the Planning business process. With FreeForm Apps, you can deploy an application with no dimension requirements. The open dimensional solution allows you to create a fully custom application with cubes that allow for dimension flexibility needed by your organization. You create a Planning application from an Essbase outline. You then add additional cubes to the application. Like a custom or module-based application, you can load data and create artifacts to help you analyze and work on your plans.

For more information, see the documentation.

Creating FreeForm Applications from On-Premises Essbase

(4:24) In this tutorial, you learn how to create FreeForm applications from on-premises Essbase outline files and snapshots. FreeForm Planning enables you to deploy an application with no dimension requirements. The open dimensional solution allows you to create an application with a cube that follows a dimension combination required by your organization.

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.

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.

Performing Calc on the Fly in Cloud EPM

(4:16) In this tutorial, you learn how to perform calc on the fly during ad hoc analysis using member formulas. You can work with calc on the fly within FreeForm, Planning and Planning Modules either in the web or with Smart View.

For more information, see the documentation.

Analyzing Plans with FreeForm Planning Applications

(4:42) In this tutorial, you learn how to perform ad hoc analysis in FreeForm Planning applications. FreeForm Planning enables you to deploy an application with no dimension requirements. The open dimensional solution allows you to create an application with a cube that follows a dimension combination required by your organization. Like a custom or module-based Planning business process, you can load data and create artifacts to help you analyze and work on your plans.

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.

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: 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: 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

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