EPM Cloud Planning

Videos

Overview: Tour of Planning in EPM Enterprise Cloud

(6:14) In this overview, we'll show you the key features in Planning in EPM Enterprise Cloud.

For more information, see the documentation.

Overview: Tour of Planning in EPM Standard Cloud

(3:03) This overview video orients you with the key features of Planning in EPM Cloud when using the Standard Edition.

For more information, see the documentation.

Overview: Tour of EPM Cloud

(3:00) This video shows the highlights of Oracle Enterprise Performance Management (EPM) Cloud and the business processes that are included.

For more information, see the documentation.

EPM Standard Cloud or EPM Enterprise Cloud

(3:20) This overview highlights the differences between the two EPM Cloud offerings: EPM Standard Cloud and EPM Enterprise Cloud.

For more information, see the documentation.

Overview: Strategic Modeling and Long Range Forecasting in Planning

(5:00) This overview highlights Planning's strategic modeling and long range forecasting capabilities.

For more information, see the documentation.

Overview: Enhanced, Range-Based Probability Analysis With Simulations in Strategic Modeling

(4:50) For financial analysts and chief financial officers, this video explores the simulation capability that calculates not only predictions but also the likelihood that predictions will occur based on ranges of uncertainty input values.

For more information, see the documentation.

Overview: Understanding Security and Roles in Planning

(2:25)In this overview, we’ll show you the highlights of how security is implemented in Planning.

For more information, see the documentation.

Performing Key Tasks in the Simplified Interface Part 1

(5:08) For new customers or those transitioning from the standard Workspace or on-premise EPM products, this video identifies where key functionality is provided in the simplified interface. While the video shows a Planning implementation, the basic capabilities and navigation apply to other EPM Cloud business processes such as Tax Reporting.

For more information, see the documentation.

Performing Key Tasks in the Simplified Interface Part 2

(5:55) For new customers or those transitioning from the standard Workspace or on-premise applications, this video identifies where key functionality is provided in the simplified interface. Although the video shows a Planning and Budgeting implementation, the basic capabilities and navigation also apply to other business processes such as Tax Reporting.

For more information, see the documentation.

Overview: Financials in Planning

(1:47) This overview orients you with planning financials.

For more information, see the documentation.

Overview: Workforce in Planning

(2:20) This overview introduces you to planning workforce.

For more information, see the documentation.

Overview: Projects in Planning

(3:40) This overview introduces you to financial project planning and analysis.

For more information, see the documentation.

Overview: Capital in Planning

(4:14) This overview shows the out-of-the-box features to perform planning tasks using the Capital business process in Planning.

For more information, see the documentation.

Overview: Getting Started with EPM Automate in Planning

(2:20) This overview for service administrators highlights the capabilities of the EPM Automate command line interface for Planning, and describes how it can automate common administrative tasks. It describes common scenarios for using EPM Automate and shows you how to get started.

For more information, see the documentation.

Overview: Infolets in Planning

(2:20) This overview shows you how you can create and use Infolets in Planning.

For more information, see the documentation.

Overview: Navigation Flow Design in Planning

(4:25) This overview showcases the navigation flow designer that application implementers use to define functionally-specific and streamlined workflows.

For more information, see the documentation.

Related videos:

Designing Navigation Flows

Overview: Administration in Planning

(4:47) This overview introduces the Administrative Console where you perform administrative tasks in Planning.

For more information, see the documentation.

Overview: Setting up for Approvals in Planning

(5:27) Identifies the tasks that Administrators perform so you can use Approvals to define, manage, and track the approval of your corporate plans.

For more information, see the documentation.

Overview: What's New in Predictive Planning

(2:16): This overview describes the new predictive capabilities in Planning.

For more information, see the documentation.

Overview: Statistical Forecasting Methods in Predictive Planning

(4:08) This overview covers the statistical forecasting methods used by Predictive Planning to generate Planning predictions.

For more information, see the documentation.

Overview: Using Predictive Planning

(3:54) With Predictive Planning you can generate statistical predictions based on historical data. The program analyzes your data for trends and patterns and applies time-series forecasting techniques to extrapolate this information into the future. You can use these predictions to generate new plans and forecasts, or to graphically compare and validate existing plans and forecasts.

For more information, see the documentation.

Overview: Using Form Functionality in Planning

(2:30) This overview introduces you to the new form capabilities in Planning.

For more information, see the documentation.

Overview: Hybrid Deployment in Planning

(2:38) This overview for administrators outlines how you can integrate your on premise and cloud services in a hybrid deployment.

For more information, see the documentation.

Overview: Approvals in Planning

(3:30): This overview shows you the highlights of the approvals process that you can use to review cost center and departmental plans as part of your corporate budgeting process.

For more information, see the documentation.

Overview: The Planning Dimension Editor

(2:55) This overview shows the highlights of the new Dimension Editor in the simplified interface.

For more information, see the documentation.

Customizing Actions to Improve Performance Using Groovy Templates in Planning

(7:38) In this tutorial, you learn best practices for using Groovy Script templates for actions and wizards.

Overview: Performance Testing With The EPM Automate Replay Command

(3:38) For Administrators, this video describes how to use the EPM Automate replay command to identify any concurrency-related performance issues in a test environment under heavy load. This helps administrators resolve any performance issues before migrating applications to production.

For more information, see the documentation.

Calculating Incrementally Loaded Data in Data Management using Groovy Rules

(6:36) In this tutorial, you learn best practices in calculating incrementally loaded data in Data Management using Groovy Rules.

For more information, see the documentation.

Calculating Modified Data Using Groovy Rules

(5:12) In this tutorial, you learn how to improve calculation performance on Planning forms by creating context-specific, dynamic business rules using the Groovy scripting language.

For more information, see the documentation.

Moving Modified Data Using Groovy Rules and Smart Push

(4:17) In this tutorial, you learn best practices in moving modified data using Groovy Rules and Smart Push. You can improve the performance of data synchronization between cubes by designing a Groovy rule that identifies and isolates the data you modified, and pushes only the isolated data into your target cube.

For more information, see the documentation.

Designing Forms in Planning

(7:54) This video reviews best practices in designing forms in Planning. After setting up your application dimensions, you can start building forms to support data entry, summary reporting, and review.

For more information, see the documentation.

Gathering Design Documentation in Planning

(5:34) This video reviews the keys for successfully designing customer applications within Planning. You navigate to the documentation library and explore the available design documentation. You review the available design documentation organized by category to help you determine which documents to review for each part of the design process.

For more information, see the documentation.

Monitoring System Activities in Planning

(5:29) This video shows you how to access daily activity reports in Planning, and explores the system information available in the reports.

For more information, see the documentation.

Setting Up Dimensions in Planning

(7:42) This video reviews best practices in setting up dimensions in Planning. You set up Planning applications to include the appropriate structure for your business process. This structure includes your application’s dimensionality, the key component that reflects your business model.

For more information, see the documentation.

Building Effective and Efficient Calculations in Planning

(10:02) This video shows you how to use Calculation Manager tools to reduce script maintenance and how to analyze and troubleshoot business rules.

For more information, see the documentation.

Designing Applications in Planning

(5:40) In this tutorial, you learn the keys to successfully designing Planning applications that meet customer expectations. You follow best practices by analyzing current processes and focusing on the key drivers for your business. You determine the reporting requirements which helps you to define the dimensions needed. You determine the planning horizon, currency requirements, and the requirements needed to produce an annual plan and forecast.

For more information, see the documentation.

Configuring Capital in Planning

(3:53) This tutorial demonstrates how to enable Capital, add custom dimensions, and configure drivers to load metadata to your application. Capital enables the planning for the long-term impact of capital asset investments on financial plans.

For more information, see the documentation.

Configuring Financials in Planning

(4:52) In this tutorial, you learn how to enable Financials, and then configure drivers to load metadata to your application. Financials provides an application framework that uses driver-based, trend-based, and manual accounts that fully integrate with your income statement, balance sheet, and cash flow statements.

For more information, see the documentation.

Configuring Projects in Planning

(5:07) This tutorial demonstrates how to enable Projects, and then configure drivers to load metadata to your application. Projects provides an application framework that uses driver-based, and direct input accounts that support financial planning for your projects.

For more information, see the documentation.

Configuring Workforce in Planning

(5:14) In this tutorial, you learn how to enable Workforce and configure drivers to load metadata to your application. Workforce provides an application framework for collaboration across departments to plan headcount and personnel-related expenses.

For more information, see the documentation.

Managing Time Periods in Strategic Modeling

(4:37) In this tutorial, you learn how to manage time periods to include the detail required by financial models. You can combine periods of years, weeks, months, quarters, and halves for historical and forecast data. You can create period-to-date, trailing periods, deal periods, and sub-periods.

Adding Custom Dimensions to Features in Planning

(6:24) This tutorial demonstrates how to add custom dimension in Planning. You add custom dimensions when you first enable and configure business processes. In Financials, you can associate custom dimensions with key features at any time.

For more information, see the documentation.

Setting Up Multiple Currencies in Planning

(4:44) This tutorial demonstrates how to set up multiple currencies in Planning. First you create a multiple currency application. Then you set up your input and reporting currencies. After ensuring that exchange rates have been entered or loaded, you modify a form so that the currency conversion is run from that form. You then run the rule from the form. You also set up a bulk currency rule to convert currency and run it.

For more information, see the documentation.

Related tutorials:
Creating Applications in Planning

Setting Up Multiple Time Periods in Planning

(4:09) This tutorial demonstrates how to configure planning frequency and enable weekly planning. By default, you can select to plan and forecast on a monthly, quarterly, or yearly basis. Weekly Planning allows planners to plan and forecast at the weekly level. When enabled, you can also specify entity-account combinations for this feature.

For more information, see the documentation.

Setting Up Rolling Forecasts in Planning

(3:04) This tutorial demonstrates how to enable and set up rolling forecasts in Planning. With rolling forecasts, you can project future results based on a combination of planned, actual, and working budgets. The future forecast period can extend beyond a one-year time frame.

For more information, see the documentation.

Configuring Financials to Bring In Your Own Chart of Accounts

(7:36) This tutorial demonstrates how you can enable Financials to bring in your own chart of accounts and leverage out-of-the-box features.

For more information, see the documentation.

Leveraging Best Practice Planning in Financials Using Your Own Chart of Accounts

(5:12) This tutorial reviews best practice planning in Financials using your own chart of accounts. After loading your own chart of accounts, you can leverage out-of-the-box features and incrementally add more features to your application. While a complete chart of accounts is included to get you up and running quickly, Financials also gives you the flexibility to use your own chart of accounts and still retain the benefits of the integrated Financials framework.

For more information, see the documentation.

Integrating Strategic Models Using Groovy Rules

(9:12) This tutorial demonstrates how to use groovy rules to move data between Planning applications and Strategic Modeling. Oracle supports the creation of business rules written in the Groovy scripting language.

For more information, see the documentation.

Overview: Leveraging EPM Cloud and On-Premise Data Using Smart View Connections

4:32 This video showcases the key capabilities of Smart View connections and how you can use them to work with EPM Cloud and on premise data sources.

For more information, see the documentation.

Overview: Broadening Your Capabilities in Smart View With Extensions

(2:21)This overview describes how you can use extensions to expand and enhance your Smart View capabilities.

For more information, see the documentation.

Setting Up Model Access for Strategic Modeling in Planning

(4:36) This tutorial demonstrates how to set up model access for Strategic Modeling.

For more information, see the documentation.

Related tutorials:
Creating Strategic Models in Planning

Setting Up Forecast Methods with Strategic Modeling

(4:02) This tutorial demonstrates how to set up forecast methods for accounts in Strategic Modeling. You start by reviewing the forecast method defined for accounts. You change the forecast method used to calculate account values. Then you enter data and calculate your model to see the updated output values that reflect the new forecast method. You review the updated data on the Account View and in a report.

For more information, see the documentation.

Setting Up Workforce Demographics in Planning

(4:03) This tutorial demonstrates how to set up Workforce demographics so you can organize and analyze key employee data in the Workforce business process.

For more information, see the documentation.

Exporting Metadata in Planning

(3:20) This tutorial demonstrates how to export metadata from Planning. 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 Planning

(4:58) This tutorial demonstrates how to import metadata into Planning. Administrators can import dimension members to a Planning application using a metadata flat file.

For more information, see the documentation.

Restoring Artifacts in Planning

(4:22) This tutorial demonstrates how to restore artifacts such as forms and dashboards, to their current out-of-the-box state.

For more information, see the documentation.

Related tutorials:
Loading Data in Planning

Designing Navigation Flows in Planning

(4:57) This tutorial demonstrates how to design navigation flows in Planning. Navigation Flows are comprised of clusters, cards, and tabs that allow a user to complete planning tasks. Planning application designers can create navigation flows that control how roles, or groups, interact with the application.

For more information, see the documentation.

Creating Applications in Planning

(7:00) This tutorial demonstrates how to create a lite and a standard Planning application.

For more information, see the documentation.

Modifying Dashboards and Navigation Flows in Planning

(5:29) This tutorial demonstrates how to modify dashboards and navigation flows in Planning.

For more information, see the documentation.

Creating Reports with Financial Reporting Web Studio

(4:55) This tutorial demonstrates how to create reports using Financial Reporting Web Studio. With Financial Reporting Web Studio, you can graphically design and present highly formatted reports with report objects such as text boxes, grids, images, and charts.

For more information, see the documentation.

Instantly Push Data for Reporting in Planning

(3:34) This tutorial demonstrates how to instantly push data for reporting in Planning.

For more information, see the documentation.

Creating Custom Reports in Strategic Modeling

(4:45) This tutorial demonstrates how to create custom reports for Strategic Modeling. You see how to create a custom report in Smart View which can be viewed in the cloud. You create a report, add the components you want to include to your report, format it and add a graph to the report. You then save the report so that it can be viewed in the cloud.

For more information, see the documentation.

Overview: Narrative Project Reporting in EPM Cloud

(2:48) This overview outlines how to create report packages for narrative project reporting and budget approval and contextual justification.

Setting Up Funding Options in Strategic Modeling

(4:18) In this tutorial, you learn how to set up funding options in Strategic Modeling in Oracle EPM Cloud. First you review how cash surplus and cash deficits are defined. Then you modify the funding routine to use excess cash to pay down high interest debt, and review the impact of those changes on accounts.

For more information, see the documentation.

Migrating and Updating Application Artifacts in Planning

(3:10) This tutorial demonstrates how to export and import artifacts in Planning. You can migrate an application, a repository, or individual artifacts across product environments, or use the migrated artifacts to update metadata or as a backup.

For more information, see the documentation.

Overview: Loading Data by File in Planning and Drilling Down to the Source with Data Management

(4:39)This overview shows using Data Management to load data by file into Planning, and then drill through to the Oracle E-Business Suite source.

For more information, see the documentation.

Loading Data in Planning

(6:17) In this tutorial, you learn how to import data using files stored locally or on the server into Planning. You see how to use the provided templates to load data. You can run the import process immediately or set it to run based on a recurring schedule.

For more information, see the documentation.

Overview: Creating and Managing Planning Applications in Microsoft Exel Using Smart View for Office

(4:12): This overview describes how to create and manage applications in Microsoft Excel using Smart View for Office and the downloadable templates.

For more information, see the documentation.

Importing Custom Accounts and Drivers Into Planning Financials

(3:28) This tutorial shows you how to import custom accounts and dimensions into Financials.

For more information, see the documentation.

Moving Data Between Scenarios in Planning using Data Management

(4:30) This tutorial demonstrates how to use Data Management to move data from one scenario to another in Planning. You define your application, add an import format, location, and mapping information to complete the configuration. You create and execute a data load rule to run the import and export process.

For more information, see the documentation.

Reviewing Scripts

(2:41) This tutorial demonstrates features you can use to review scripts in Calculation Manager with Oracle Planning and Budgeting Cloud. Learn how to switch view modes and navigate within the script editor using the new search options, go-to line number feature, text-wrapping, and code-folding. You can also compare your scripts with the previously saved version.

For more information, see the documentation.

Exporting and Importing Data in Planning

(6:25) This tutorial demonstrates how to export and import data in Planning.

For more information, see the documentation.

How to Use EPM Automate in Planning

(4:11) This tutorial demonstrates how to execute tasks with EPM Automate in Planning. You learn how to remotely execute predefined commands to load members from a file, run Data Management load rules to import data into Data Management and load that data into a Planning application, run business rules, export data, and perform application backups. To support your automated task routines, you see how to remotely execute commands to upload and download needed files to the Inbox/Outbox, and list and delete files.

For more information, see the documentation.

Managing ASO Database Properties

(3:48) This tutorial demonstrates how to update ASO databases in Calculation Manager with Oracle Planning and Budgeting Cloud. You learn how to view and/or update database, buffer, dimension, compression, and process-related information. You also see how to manage sessions, remove locks, start and stop applications and databases, clear data, track query data, compact outlines, merge data slices, perform aggregations, and select a compression dimension.

For more information, see the documentation.

Managing BSO Database Properties in Planning

(4:11) This tutorial demonstrates how to update BSO databases in Calculation Manager in Planning. You learn how to view and/or update database, buffer, dimension, and process-related information. You also see how to manage sessions, remove locks, start and stop applications and databases, clear data, update the database, and view location aliases.

For more information, see the documentation.

Managing Cubes in Planning

(4:31) This tutorial demonstrates how to manage application cubes in Planning. The Planning business process is made up of one or more cubes that store metadata and data.

For more information, see the documentation.

Overview: Integrating Business Processes in Planning

(3:40) This overview highlights integrating Planning with other business processes.

For more information, see the documentation.

Integrating Workforce Data with Financials in Planning

(3:26) This tutorial demonstrates how to integrate data between business processes. In Financials, you can see a Rollup of Workforce employee details and integrate Workforce expenses (such as salary, benefits, and so on) into Financials reporting.

For more information, see the documentation.

Overview: Drill Through to the Fusion General Ledger

(2:14) In this overview, we’ll show you the highlights of drilling through to the Fusion General Ledger from the Cloud.

For more information, see the documentation.

Overview: Drill Through to the PeopleSoft General Ledger

(2.07) This overview shows you how to drill through to the PeopleSoft General Ledger from EPM Cloud.

For more information, see the documentation.

Overview: Mapping Fusion General Ledger Cloud Data to EPM Cloud

(3:14)This overview describes how you can use the common Data Management capability in most EPM Cloud business process to load data from, and drill back to, an Oracle Fusion Financials General ledger.

For more information, see the documentation.

Overview: Drill Down to JD Edwards

(1:57) This overview shows you how to drill down to JD Edwards from EPM Cloud.

For more information, see the documentation.

Overview: Drill Through to the Oracle E-Business Suite

(2:16) This overview shows you how to drill through to the Oracle E-Business Suite from EPM Cloud.

For more information, see the documentation.

Overview: Drill Through to the SAP General Ledger

(1:54) This overview shows you how to drill through to the SAP General Ledger from EPM Cloud.

For more information, see the documentation.

Overview: Using Data Integration in Planning

(3:19) This overview shows you the highlights of using the new Data Integration feature to load data to a Planning application.

For more information, see the documentation.

Overview: Integrating EPM Cloud and NETSuite Using Data Management

(4:11) Describes how you can use Data Management integrations to map and load NETSuite data to any business process in Enterprise Performance Management Cloud.

For more information, see the documentation.

Integrating Plan Data with Microsoft Office in Planning

(2:52) This tutorial demonstrates how to integrate plan data in Planning using Microsoft Office. Using Smart View, you learn how to incorporate Plan data into Microsoft Word and PowerPoint documents. You see how to copy Plan data from Excel to Word and PowerPoint. In doing so, you see how to create Dynamic Data Points. Because the data points retain their Excel-based query information, you can analyze the data.

For more information, see the documentation.

Extracting Data from Planning using Data Management

(6:56) This tutorial demonstrates how to use Data Management to extract data from Planning into a flat file. You create a custom application, add an import format, location, and mapping information to complete the configuration. You create and execute a data load rule to run the import and export process. You can also create a batch file to automate this process using EPM Automate.

For more information, see the documentation.

Overview: Writing Back EPM Budgets to General Ledger Cloud

(2:55): This video describes how you can write back budget data to General Ledger Cloud.

For more information, see the documentation.

Overview: Data Integration in Enterprise Performance Management Cloud and Hybrid Deployments

(3:01) This overview describes how you can use Data Management and Oracle Financial Data Management Enterprise Edition to load, map, and write-back source system data in a cloud or hybrid deployment.

For more information, see the documentation.

Overview: IT Financial Management in EPM Cloud

(3:48) This overview describes IT Financial Management in EPM Cloud where the role of IT and customers is evolving to one that is of a strategic business partner with the business.

For more information, see the documentation.

Overview: Source System Integration with the EPM Integration Agent

(4:35) Orients you with the EPM Integration Agent, a unified, lightweight utility that enables you to extract and transform on-premises and third party source system data for use in Planning and Financial Consolidation and Close. With the versatility of custom and seeded SQL and support for scripting extensions, the integration extends and optimizes your data source connectivity.

For more information, see the documentation.

Integrating Netsuite and Planning

(5:12) In this tutorial, you learn how to create and run data integrations that load data from Oracle Netsuite to a Planning business process. You can define file-based and direct integration sources, create mapping rules to translate source data into the required target format, and execute and manage the data loading process. Common integration tasks are done using an easy-to-navigate workflow.

For more information, see the documentation.

Integrating Oracle Fusion Financials and Planning using Data Management

(6:02) In this tutorial, you learn how to define and run data integrations that load data from Oracle Fusion Financials to a Planning application. This integration enables you to simply pick the desired source ledger from Oracle Financials, set up a few simple mappings and then push a button to pull the data into Planning applications.

For more information, see the documentation.

Overview: Setting User Preferences in Planning

(2:16) Describes how you can personalize your Planning applications.

For more information, see the documentation.

Integrating Oracle HCM Cloud with Workforce Planning using Data Management

(4:11) In this tutorial, you how to integrate data between Oracle HCM Cloud and Workforce Planning using Data Management. Integrating selected data from your Oracle HCM Cloud application allows you to prepare workforce plans using data directly from your HCM cloud service as the basis for your plan.

For more information, see the documentation.

Creating File-Based Data Integrations in Planning

(4:07) In this tutorial, you learn how to define data integrations that load data from a source data file to a target Planning application.

For more information, see the documentation.

Mapping Dimensions and Members for File-Based Data Integrations in Planning

(2:55) In this tutorial, you learn how to map dimensions and members in file-based data integrations.

For more information, see the documentation.

Setting File-Based Data Integration Options and Running Integrations in Planning

(3:46) In this tutorial, you learn how to set file-based data integration options and run integrations in Planning.

For more information, see the documentation.

Creating Data Maps and Moving Data from Strategic Models After Consolidation

(5:59) In this tutorial, you learn how to create data maps and move data from consolidated Strategic Models to Planning applications. With Smart Push enabled, you can now push data between Planning and Strategic Models using a UI-driven data mapping process and data-transfer functionality that does not require scripting.

For more information, see the documentation.

Importing Data Maps and Moving Data from Strategic Models to a Planning Reporting Cube

(3:43) In this tutorial, you learn how to import data maps and move data from Strategic Models to Planning reporting cubes. With Smart Push enabled, you can now push data between Planning and Strategic Models using a UI-driven data mapping process and data-transfer functionality that does not require scripting.

For more information, see the documentation.

Creating Data Maps to Move Data between Planning Cubes and Strategic Models

(5:51) In this tutorial, you learn how to create data maps and move data from Planning to Strategic models. With Smart Push enabled, you can now push data between Planning and Strategic Models using a UI-driven data mapping process and data-transfer functionality that does not require scripting.

For more information, see the documentation.

Using Excel Data Maps for Moving Data between Planning Cubes and Strategic Models

(4:55) In this tutorial, you learn how to import data maps and move data from Planning to Strategic models. With Smart Push enabled, you can now push data between Planning and Strategic Models using a UI-driven data mapping process and data-transfer functionality that does not require scripting.

For more information, see the documentation.

Overview: Customizing Workflow in Enterprise Performance Management Cloud

(4:32) Describes how Administrators can align the interface to best suit different user and group activities; streamlining their workflow and optimizing their performance. Shows how to connect subscriptions for seamless cross-cloud navigation, define navigation flows that span business processes, and create infolets to provide custom views of key data that help users determine their priorities.

For more information, see the documentation.

Overview: Using Ad Hoc Grids in Planning

(1:59) This overview shows you how to create ad hoc grids in Planning and use ad hoc options to best focus your analysis.

For more information, see the documentation.

Overview: Analyzing Planning Data Using Smart View for Office

(6:18) With Smart View, you can use Microsoft Excel to access and work with data in Planning and perform Excel based ad-hoc analysis using the 'Smart View' plug-in for Microsoft Office.

For more information, see the documentation.

Overview: Loading Data into Planning

(1:45) Watch for an overview of how you can load data into Planning.

For more information, see the documentation.

Planning Cash Flow Using the Direct Method

(4:48) This tutorial demonstrates how to perform direct cash flow planning with Financials. You identify cash sources and set up assumptions for those sources. You also identify uses of cash and set up their assumptions. You then review the impact of your assumptions on financial statements.

For more information, see the documentation.

Overview: Revenue Recognition What If Planning

(3:21) This overview shows the highlights of revenue recognition what-if planning for contract projects.

For more information, see the documentation.

Planning IT Projects with Oracle IT Financial Management

(8:17) This tutorial demonstrates how you can plan for IT projects and other related spending using Oracle IT Financial Management. Oracle IT Financial Management is an integrated solution using Planning and Profitability and Cost Management.

For more information, see the documentation.

Performing Income Statement Planning

(3:49) This tutorial demonstrates how to plan for revenue and expenses so you can see how business processes impact the bottom line. You set up assumptions for driver-based, trend-based and direct input accounts in Financials to drive revenue and expenses and to help determine which courses of action are more profitable. Furthermore, you can compare plan vs actual to analyze variances and you can analyze the detailed plans from each business process to determine which are more profitable.

For more information, see the documentation.

Creating Dashboards in Planning

(5:02) This tutorial demonstrates how to create interactive dashboards to display real-time data in Planning.

For more information, see the documentation.

Overview: Introducing Smart View for Office Mac and Browser

(3:11) Introduces you to Oracle Smart View’s support for Microsoft Office 365 on Mac and browser.

For more information, see the documentation.

Overview: Improving Forecasting Accuracy with Predictive Planning in Planning and Budgeting Cloud

(2:56) This overview will help you improve forecasting accuracy using Predictive Planning in Planning and Budgeting Cloud.

For more information, see the documentation.

Analyzing Account Calculations with Strategic Modeling in Planning

(2:22) This tutorial demonstrates how to analyze accounts by drilling down on your output data to see how a value is calculated. You investigate the details for calculations and you see how account values roll up into parent accounts. You also make changes to input data and see the impact on the output data.

For more information, see the documentation.

Creating Strategic Models in Planning

(4:20) In this tutorial, you learn how to create Strategic Models in Planning. With a wizard, you create a model from a template to include the financial model framework, predefined reporting and modeling standards. You also create a model from an existing model.

For more information, see the documentation.

Overview: What's New in Smart View

(3:08) This overview describes the key features in the latest Smart View update.

For more information, see the documentation.

Deploying Smart View For Mac/Browser

(4:07) In this video, you learn how to deploy the Smart View add-in with Microsoft Office 365. You learn how to create a manifest file, which contains the URL to the EPM Cloud application and the Smart View ribbon code; deploy the manifest file in Office 365; and enable the Smart View add-in.

Overview: Integrated EPM Business Process Flows

(3:12) This overview shows how you can create different connections and use Navigation Flows across applications in Oracle Planning and Budgeting Cloud.

For more information, see the documentation.

Navigating Smart View

(3:29) This tutorial demonstrates how to navigate Smart View with Oracle Planning and Budgeting Cloud. You learn how to connect to a Planning application using a Shared Connection. Once connected, you see how to access planning forms and folders, and then open a form. You also see how to select Point of View members, access the Planning Ribbon for Ad Hoc and other functions, and select various display and formatting preferences.

For more information, see the documentation.

Improving Forecast Accuracy using Simulations in Strategic Modeling

(5:50) In this tutorial, you learn how to set assumptions and run simulations. Running simulations allows you to visualize scenarios in your model using a range of results for each uncertain input.

For more information, see the documentation.

Copying Account Groups with Model Change Management in Planning

(2:59) In this tutorial, you learn how to update account groups between strategic models. You build a master model that includes your account groups. Then you copy the account groups to one or more target models. In Model Change Management, you specify in the source what metadata changes to copy seamlessly from that source model to target models. You can edit your criteria before copying the metadata to your target. You can also make incremental changes to your models.

For more information, see the documentation.

Copying Scenarios with Model Change Management in Planning

(3:15) In this tutorial, you learn how to copy scenarios between strategic models. You build a master model that includes scenarios. Then you copy the scenarios to one or more target models. You start by selecting a source model and defining the metadata in the source to move to the target model. You can edit your criteria before copying the metadata to your target. You can also make incremental changes to your models.

For more information, see the documentation.

Copying Time Periods with Model Change Management in Planning

(3:27) In this tutorial, you learn how to copy time periods between strategic models. You build a master model that includes time periods. Then you copy the time periods to one or more target models. You start by selecting a source model and defining the metadata in the source to move to the target model. You can edit your criteria before copying the metadata to your target. You can also make incremental changes to your models.

For more information, see the documentation.

Setting Up Multiple Ad Hoc Grids in Smart View for Planning

(4:39) This tutorial demonstrates how to enter and analyze data with multiple ad hoc grids in Smart View for Planning. You select grids from either the same data source or from different data sources. Then you perform ad hoc actions such as keeping, removing and selecting members, and zooming in or out on members as you build your ad hoc grids. You can also add rows and columns to grids.

For more information, see the documentation.

Copying Subaccounts and Account Attributes with Model Change Management in Planning

(3:47) In this tutorial, you learn how to incorporate account updates within strategic models. You build a master model that includes your accounts. Then you copy the subaccounts and account attributes to one or more target models. In Model Change Management, you specify in the source what metadata changes to copy seamlessly from that source model to target models. You can edit your criteria before copying the metadata to your target. You can also make incremental changes to your models.

For more information, see the documentation.

Loading and Calculating Incremental Workforce Data using Data Management

(6:43) In this tutorial, you learn how to load and calculate incremental workforce data in Data Management. In Data Management, you can use the Incremental File Adapter to compare a source data file with a prior version of that file, identify new or changed records, and then load only those records. You can then set your data load rule to run a predefined Workforce rule that calculates the new and updated data.

For more information, see the documentation.

Performing Employee and Job Mass Updates in Planning

(3:56) In this tutorial, you learn how to update employee and job information and then process the updated data in Workforce. You change existing properties or add a new record and then apply configured default assignments. You change existing properties or add a new record and then override default assignments and rates. After modifying salary, you re-apply configured default assignments for benefits, additional earnings and taxes. You override default assignments and then apply the configured defaults.

For more information, see the documentation.

Analyzing Employee Utilization in Planning

(4:10) This tutorial demonstrates how to analyze employee utilization. You start by entering employee FTE information. Then you assign employees to projects and calculate expenses. You review FTE requirements across projects including detailed labor hours listed by job. You analyze employee utilization to determine if employees are over committed. Then you change employee assignments to adjust how much of an employee’s time is allocated to projects.

For more information, see the documentation.

Creating Scenarios with Strategic Modeling in Planning

(5:26) This tutorial demonstrates how to create scenarios in Strategic Modeling. First, you see how to view data for selected scenarios. Then you review the choices for creating scenarios such as whether the scenario inherits its values and logic from another scenario. You enter values into your new scenario and evaluate how those values and other values are calculated.

For more information, see the documentation.

Managing Subaccounts with Strategic Modeling in Planning

(4:35) This tutorial demonstrates how to add and modify subaccounts in Strategic Modeling including creating subaccounts by copying them from Excel. You start by reviewing the account structure so that you can recognize subaccounts in the Account View and on reports. You add subaccounts to both income statement and balance sheet accounts. You then enter data into subaccounts and see how that data rolls up into main accounts.

For more information, see the documentation.

Consolidating Models with Strategic Modeling in Planning

(4:51) This tutorial demonstrates how to consolidate models with Strategic Modeling. You start by reviewing consolidation structures to see how each business case is defined. You define the selected scenarios for each model, and whether the consolidation for the specified business case includes or excludes certain models. You then create a new business case and define the scenarios that contribute to that business case as well as which models are excluded. You also consolidate a model.

For more information, see the documentation.

Setting Goals with Strategic Modeling in Planning

(3:54) This tutorial demonstrates how to set target values for accounts to help you achieve specific goals in Strategic Modeling. You start by reviewing the forecast method for accounts to see how they are calculated. Then you use Goal Seek to set target values and determine what changes are needed to related accounts to achieve those targets.

For more information, see the documentation.

Overview: Rolling Forecast in Planning

(4:08): This overview identifies the benefits of rolling forecasts, and how you can use them in your Planning applications.

For more information, see the documentation.

Related videos:
Setting Up Rolling Forecasts

Overview: Federated Planning

(2:33) Depicts how the provided framework helps you link traditional planning run by Corporate FP & A with operational planning for a fully federated planning solution.

For more information, see the documentation.

Managing Valid Intersections in Planning and Budgeting Cloud

(4:42) This tutorial using the simplified interface demonstrates how to define valid intersection rules that filter or restrict cell intersections for data entry in plans. You define valid intersections to prevent users from entering data into invalid intersections within plans and business rule runtime prompts.

For more information, see the documentation.

Adjusting and Spreading Plan Data in Planning

(2:30) This tutorial demonstrates how to spread and adjust data in Planning. Learn how to spread data from summary time periods to base time periods. Quickly adjust plan data by a percentage or value. Learn how to use the Grid Spread option to specify an amount or a percentage to increase or decrease values across multiple dimensions. The spread is based on the values in the targeted cells.

For more information, see the documentation.

Adding Plan Information in Planning

(3:20) This tutorial demonstrates how to add plan information in Planning. You learn how to add documentation to your plan as annotations. You see how you can enter specific annotations at the cell level (called Comments and Supporting Detail) and how you can add URLs and other attachments to cells to provide additional documentation.

For more information, see the documentation.

Reviewing Data in Planning

(4:21) This tutorial demonstrates how to review form data in Planning. You learn how to view a member formula for an account to see how that value was calculated. You see how you can filter rows and columns to select what data to display on forms. Finally, you also see how you can organize form rows and columns so data is displayed in ascending order, descending order, or in the order of the dimension hierarchy.

For more information, see the documentation.

Setting Ad Hoc Options

(3:50) This tutorial demonstrates how to set Ad Hoc options with Oracle Planning and Budgeting Cloud. Using Smart View, you learn how to set Ad Hoc options at a Global or Sheet level, and how to control how Ad Hoc actions are performed or how Ad Hoc grids are displayed. You see how to specify cell styles to apply visual cues such as font, background color, and border format to members or data cells in grids. You also see how to select Sheet options to customize how your data is displayed and formatted.

For more information, see the documentation.

Analyzing Plan Data Using Ad Hoc Analysis

(3:54) This tutorial demonstrates how to use Ad Hoc Analysis to analyze plan data in Oracle Planning and Budgeting Cloud. Using Smart View, you learn how to connect to a Planning application and open a form in Ad Hoc Analysis mode. You then see how to pivot dimensions to the page, columns, or rows. You also learn how to keep or remove members, select members, and zoom into member hierarchies to see descendents that are not shown by default in the grid.

For more information, see the documentation.

Creating Ad Hoc Grids in Planning

(4:13) This tutorial demonstrates how to create Ad Hoc Grids in Planning. First, you learn how to create an Ad Hoc Grid. Then you see how to pivot dimensions to the page, columns, or rows. You also learn how to customize the Ad Hoc Grid by selecting members for the grid, keeping and removing members, and zooming in on members.

For more information, see the documentation.

Adding Formulas and Cascading a Data Analysis

(2:46) This tutorial demonstrates how to add formulas and cascade a data analysis with Oracle Planning and Budgeting Cloud. Using Smart View, you learn how to add formulas to an Ad Hoc Grid, and how to preserve the formatting for those formulas. You also learn how to create separate reports for one or more members of a Point of View dimension in an Ad Hoc Grid. You do this by cascading the reports across separate Excel worksheets.

For more information, see the documentation.

Entering and Saving Plan Data in Smart View

(4:22) This tutorial demonstrates how to enter and save application plan data in Oracle Planning and Budgeting Cloud using Smart View. You learn how to perform common data entry tasks in Smart View. You also learn how to discern visual cues that indicate cell conditions. You see how to add or modify form data, enter supporting details and comments, view the job console, and launch calculation rules.

For more information, see the documentation.

Entering and Saving Data in Planning

(3:54) This tutorial demonstrates how to enter and save data in Planning. You start with a form and use the form elements to navigate to different views of data and perform actions on data. You see how to select Point of View members and learn about the visual cues provided by Planning to indicate different cell conditions.

For more information, see the documentation.

Analyzing Plan Data Using Sandboxes

(4:11) This tutorial using the simplified interface demonstrates how to analyze data privately with sandboxes in Oracle Planning and Budgeting Cloud. You can work in a sandbox to perform your own what-if analysis. In this tutorial, you’ll see how to analyze data without affecting others’ plans.

For more information, see the documentation.

Adding Excel Formulas in Planning

(4:16) This tutorial demonstrates how to add business calculations using Excel formulas in Planning. You learn how to add Excel formulas and functions that quickly calculate data, without adding members or using Essbase calculations in Smart Forms.

For more information, see the documentation.

Performing Balance Sheet and Cash Flow Planning

(5:13) This tutorial demonstrates how to plan for balance sheet and cashflows. You set up assumptions for driver-based, trend-based and direct input accounts in Financials to drive balance sheet and cash flow plans.

For more information, see the documentation.

Overview: Using Task Lists in Planning

(2:01) This overview showcases how tasks and task lists let you to organize and prioritize your planning workload.

For more information, see the documentation.

Managing Task Lists in Smart View

(2:46) This tutorial demonstrates how to manage Oracle Planning and Budgeting Cloud task lists in Smart View. You learn how to access, open, and complete task lists. You also see how to view and select actions associated with tasks. Finally, you see how to create status reports for task lists. These reports can be customized by selecting options for grouping, task details, output format, as well as status by user.

For more information, see the documentation.

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: Help Diagnose Your Issue Faster Using Provide Feedback (Part I)

(3:45) To help Support more quickly identify and resolve an issue in EPM Cloud, watch this overview to understand the information that Support needs you to submit using Provide Feedback.

For more information, see the documentation.

Overview: Help Diagnose Your Issue Faster Using Provide Feedback (Part II)

(4:00) To help Support more quickly identify and resolve an issue in EPM Cloud,watch this video to see how to gather the information Support needs using Provide Feedback and then create an effective service request.

For more information, see the documentation.

Oracle EPM Cloud Today: Emerging Technologies in EPM Cloud featuring Marc Seewald

(13:18)

Season 1 - Episode 1
In EPM Cloud Today, Kathryn talks with Marc Seewald, Senior Director, Product Management, Oracle EPM Cloud, about emerging technologies in EPM Cloud.

Oracle EPM Cloud Today Migrating to Oracle EPM Cloud Featuring Matt Bradley

(14:26) Season 1 - Episode 2
A talk with Matt Bradley, Sr. VP, EPM Development, about migrating to Oracle EPM Cloud. Why customers should migrate, customers' experiences with migration, and the resources available to help.

Oracle EPM Cloud Today EPM Cloud as a Suite Featuring Hari Sankar

(13:10)

Season 1 Episode 3
Hari will be talking about EPM Cloud as a suite. We’ll talk about what we mean by EPM Cloud as a suite, how it benefits customers, and what we’re doing to make it even easier to use EPM Cloud.

Entering Planning Data in Financials

(4:13) This tutorial demonstrates best practices for entering plan data in Financials. Financials provides an application framework that uses driver-based, trend-based, and direct-input accounts that fully integrate with your income statement, balance sheet, and cash flow statements.

For more information, see the documentation.

Entering Planning Data in Projects

(5:06) This tutorial demonstrates steps for entering Planning data in Projects. Projects provides an application framework that uses driver-based, and direct input accounts that support financial planning for your projects.

For more information, see the documentation.

Entering Planning Data in Workforce

(5:03) This tutorial demonstrates the steps for entering Planning data in Workforce. Workforce provides an application framework for collaboration across departments to plan headcount and personnel-related expenses.

For more information, see the documentation.

Entering Planning Data in Capital

(5:40) This tutorial demonstrates steps for entering plan data in Capital. Capital enables the planning for the long-term impact of capital asset investments on financial plans.

For more information, see the documentation.

Overview: Submitting Data With Smart View

(3:23): This video outlines your options for submitting (writing-back) data that you specify and manage in Smart View.

For more information, see the documentation.

Overview: Working with Data in Planning

(3:39) This overview demonstrates how to use plans to enter and work with data in Planning.

For more information, see the documentation.

Overview: Narrative Project Reporting in EPM Cloud

(2:48) This overview outlines how to create report packages for narrative project reporting and budget justification and approval.

For more information, see the documentation.

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