Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Welcome
  • About Planning
  • Navigating Across EPM Cloud Business Processes
  • Learning More
• 2 Familiarizing Yourself with Planning
  • You Develop Plans in Forms
  • About Working in Forms
    • Opening Forms
    • Selecting Different Data to Work With
    • Understanding Form Colors
  • Navigating Quickly in a Form
  • Other Navigation Tips
• 3 Preparing to Work in Planning
• 4 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
  • Making Data Meaningful
  • More Ways to Manipulate Values
  • Getting the Latest Data
  • About Calculating Data
  • How Totals are Calculated
  • Reviewing Data
  • Promoting 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
• 5 More About Working With Data
  • Viewing Member Formulas
  • Working with Planning Data in Excel
    • Using Your Own Excel Formulas in Planning
    • About Smart View Formatting in Planning Forms
    • Copying and Pasting Data Between Microsoft Excel and Planning Forms
    • Exporting Data to Microsoft Excel
  • Drilling Through to Source Data
  • Cell Icons
  • Resolving Data Validation Errors
  • Copying Versions of Data
  • Pushing Data for Reporting
  • About Cell Comments
  • Working with Attachments
  • Searching for Forms, Dashboards, and Infolets
  • About Read-Only Cells
  • Seeing What's Changed
• 6 Planning with Tasks
  • Why Use Tasks?
  • Using Tasks to Plan
• 7 Analyzing Data Using Dashboards
• 8 Viewing Key Information with Infolets
  • About Infolet Views
  • About the Infolet Dots
  • Setting Your Default Infolet
• 9 Focusing Your Analysis with Ad Hoc Grids
  • Ad Hoc Grids’ Flexibility
  • Creating an Ad Hoc Grid
  • Accessing an Ad Hoc Grid
  • Ad Hoc Options
  • Changing Your Focus
    • Displaying and Collapsing Lower Level Members
    • Moving Dimensions
    • Pivoting Dimensions
    • Filtering Out Members
• 10 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
  • Using Predicted Values in Your Plans
  • Using Predictive Planning with Smart View
• 11 Adjusting and Spreading Data
  • Adjusting Cell Values
  • Performing What If Analysis
  • Spreading Data for Time Periods
    • How Spreading Data Works
    • Spreading with Multiple Currencies
    • Locking Cells
    • Examples of Spreading Data with Cell Locking
  • Spreading Values Using Grid Spread
  • Spreading Values Using Allocations
• 12 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
• 13 Getting Plans Approved
  • About Approvals
  • Building a Plan with Approval Units
  • Selecting Approval Units
  • Entering Your Plan
  • About the Review Process
    • Approval Unit Actions
    • Approval Unit States
    • Viewing Approval Unit Totals
  • Validating Approval Units
  • Changing the Status of an Approval Unit
  • Adding or Viewing Approval Unit Annotations
  • Creating Approval Status Reports
  • When You're Out of the Office
• 14 Working with Reports and Books
  • Types of 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
  • Runtime Prompts and Approvals
  • Checking Job Status
• 16 Building a Plan Privately
  • Keeping Your Work Private with Sandboxes
  • Using a Sandbox Examples
  • About Sandboxes
  • Creating and Using Sandboxes
  • Comparing Sandbox Data to Other Data
  • Publishing Data in a Sandbox
  • Sandboxes and Smart View
• 17 Working with Currencies
• 18 Setting Your Preferences
  • Setting Your Preferences
  • Setting General Preferences
    • Setting Your Profile Picture
    • Setting the Display of Member Names or Aliases
    • Setting Approvals Options
  • Setting Your Display Preferences
    • Setting the Reporting Currency
  • 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 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
  • Time-series Forecasting Error Measures
    • RMSE
  • Forecasting Method Selection and Technique