Introduction

This 25-minute tutorial shows you how to login to Planning, navigate Planning, and access Planning in Smart View.

Background

Service Administrators are tasked with setting up Planning and provisioning users. With a provisioned user name and password, you can log on to a Cloud EPM instance using a URL, also provided by your Service Administrator. Here is a sample URL:

https://epm-test-idDomain.epm.dataCenterRegion.oraclecloud.com/epmcloud

Familiarize yourself with Planning by navigating the home page and Navigator menu, and accessing it in Smart View.

Prerequisites

Cloud EPM Hands-on Tutorials may require you to import a snapshot into your Cloud EPM Enterprise Service instance. Before you can import a tutorial snapshot, you must request another Cloud EPM Enterprise Service instance or remove your current application and business process. The tutorial snapshot will not import over your existing application or business process, nor will it automatically replace or restore the application or business process you are currently working with.

Before starting this tutorial, you must have:

    • Service Administrator access to a Cloud EPM Enterprise Service instance.
    • The Planning sample application (Vision) created in your instance.
    • Microsoft Excel installed.
    • Smart View installed and configured to connect to your instance.

    Note:

    If you run into migration errors importing the snapshot, re-run the migration excluding the HSS-Shared Services component, as well as the Security and User Preferences artifacts in the Core component. For more information on uploading and importing snapshots, refer to the Administering Migration for Oracle Enterprise Performance Management Cloud documentation.

Logging on to Planning

In this section, you log on to the Planning URL provided by your Service Administrator, using your user name and password.

  1. Go to the URL provided by your Service Administrator.
    2. Description

    The login page is displayed.

  2. Enter your user name and password.
  3. Click Go.

Selecting a Navigation Flow

  1. Click the ( Navigation Flow )Navigation Flow icon on the top right portion of the Home page.
  2. If not already selected, click Financial Flow - Admin.
    3. Description

    When the Financial Flow - Admin is selected, the cards and clusters on the home page are updated to display:

    Description

Navigating the Planning Home Page

In this section, you identify sections of the Planning home page.

Description

Cards and ClustersCards and Clusters

When you log on to an environment, the Planning home page displays clusters and cards that group the activities that you can perform in the environment.

Cards provide access to key tasks, tutorials, and related information. When you click a card, a page containing available shortcuts or tasks opens. Availability of shortcuts and tasks on a page depends on the role you have in the environment.

You can customize which cards and clusters to display by setting up Navigation Flows.

Welcome PanelAnnouncements Area

The Announcements area gives you quick access to key information including messages and the tasks assigned to you.

AcademyAcademy

The Academy gives you access to a variety of resources for understanding and working with the service. Available resources include video overviews, tutorials, and information on key tasks.

NavigatorNavigator

The Navigator menu opens a list of shortcuts to features and functionality that you normally access from the cards available on the Planning home page. Click Navigator to display the list of shortcuts.

Exploring the Navigator Menu

Clicking Navigator displays a list of links that connect you to Planning functionality.

You can also select which Navigation Flow to use by selecting it in the Navigator.

Description

In this example, the Financial Flow – Admin navigation flow is selected. Included in that custom navigation flow is a Financial Plan cluster. The Financial Plan cluster includes cards that open Planning tasks and data entry forms.

The custom Financial Flow – Admin navigation flow includes the predefined clusters and cards from the default navigation flow: Tasks, Dashboards, Infolets, Data, Reports, Rules, Application, Tools, Academy, Setup, Integration, Create and Manage, Actions, Reporting, Monitor and Explore, Workflow.

In this section, you navigate to the Application page and review the tasks you can perform on each tab.

  1. From the Planning home page, click Application, then Overview.
    2. Description
  2. On the Overview tab, review the following information:
    • Name (application name)
    • Description
    • Application Type
    • Application Chart Data, displaying the number of tasks, data entry forms, rules, approval units, and dimensions in each cube.
    3. Description
  3. Click Refresh to update page content.
  4. Click the Actions menu to access tasks.
    5. Description
  5. Click the Cubes tab.
    6. Description

    Create cubes or review cube information on this tab.

  6. Click a cube name to display basic cube information.
    7. Description
  7. When finished reviewing, click Done.
  8. Click the Dimensions tab.

    9. Create, import, or export dimensions on this tab.

    Description

    Dimensions and its number of members are displayed for each cube. You can choose dimensions displayed by selecting All or a cube name from the Cube dropdown list.

  9. Click a dimension name.
    10. Description

    The Edit Member Properties dialog box is displayed. You can manage dimensions and members here.

  10. Click Cancel to close the dialog box without making any changes.
  11. Click the Activity Reports tab.

    12. You can diagnose performance issues with business rules and pinpoint and address any issues using activity reports.

    Description

Accessing Planning in Smart View

In this section, you launch Smart View and connect to Planning.

  1. Launch Excel. Ensure that you have a blank worksheet open.
  2. On the Smart View ribbon, click Options.
    3. Smart View ribbon
  3. Under Advanced, verify that you have the correct Shared Connections URL entered.

    4. Sample URL: https://env-example-idDomain.dom1.oraclecloud.com/workspace/SmartViewProviders

    Options dialog boxs

    If you do not have the correct Shared Connections URL entered, contact your Service Administrator.

  4. Click OK.
  5. On the Smart View ribbon, click Panel.
  6. Click Shared Connections.
  7. If prompted to log on, enter your user name and password, and then click Go.
  8. In Shared Connections, from the dropdown list, select the connection.
    9. Shared Connections
  9. Expand the server node.
  10. Expand the Planning business process node to display the business process components.
    11. Expanded server and Planning nodes

    You can now start Planning with Smart View.

    Note:

    For more information on tasks you can perform with Smart View, see Working with Oracle Smart View for Office documentation.