About Creating Financial Models

You will perform these tasks to create and evolve your financial models:

• From Oracle Smart View for Office, establish a connection and to a service instance that hosts Strategic Modeling.

• Existing users: Select existing model template.

• Create a template and model (entity) file, and define the model duration time using:

• Define access control to other models and items such as dimensions, scenarios, and reports.

• Create or use the provided accounts, and input data. See Working With Financial Accounts.

• Project financial results using provided (for example, growth rate) or custom forecast method. See Forecasting.

• Define funding and debt repayment options. See Using Funding Options.

• Define tax and valuation options such as shareholder value, dividend discount, and economic profit. See Using Tax and Valuation Options.

• Convert international currencies. See Translating Currencies

• Insert data from Microsoft Excel into your model using worksheets. See Using Worksheets

• Amalgamate multiple models. See Rolling Up Financial Models.

• Analyze financial models using different scenarios and targets. See Performing Advanced, What If? Analysis.

• Use graphs and reports to depict financial data in a variety of formats. See Using Provided and Freestyle Reports and Working with Graphs.