Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Tax Reporting Overview
- 2 Creating an Application
- 3 Managing Security
- 4 Managing Application and System Settings
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5
Managing Applications
- Application Overview
- Restrictions for Dimensions, Members, Aliases, and Forms
- Importing Metadata
- Exporting Metadata
- Data Integrations
- Copying Data
- Clearing Data
- Creating Clear Cube Jobs
- Refreshing the Database
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Defining Valid Intersections
- Understanding Valid Intersections
- Valid Intersection Groups
- Valid Intersection Rules
- Anchor and Nonanchor Dimensions
- Redundancy or Overlap in Valid Intersection Rules
- Shared Members and Valid Intersection Rules
- Substitution Variables and Valid Intersection Rules
- Evaluation Order
- Creating Valid Intersections
- Managing Valid Intersections
- Managing Invalid Intersection Reports
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6
Connecting Environments in EPM Cloud
- About Connecting EPM Cloud Environments
- Considerations for Migrating EPM Cloud Connections
- Creating, Editing, and Deleting Connections to Other EPM Cloud Environments
- Connecting to External Web Services
- Specifying Advanced Options for External Connections
- Navigating Across EPM Cloud Environments
- Customizing Navigation Flows to Access Other EPM Cloud Environments
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7
Designing Custom Navigation Flows
- Understanding Navigation Flows
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Viewing and Working with Navigation Flows
- Creating and Duplicating Navigation Flows
- Editing a Navigation Flow
- Activating and Deactivating Navigation Flows
- Customizing Labels for Cards, Tabs, and Clusters
- Customizing Icons for Cards and Vertical Tabs
- Hiding and Unhiding Cards and Tabs
- Changing the Display Order of Cards on the Home Page
- Adding Cards
- Adding Tabs to a Tabular Page
- Removing Navigation Flows, Cards, and Tabs
- Grouping Cards into Clusters
- Reloading a Navigation Flow
- Switching Navigation Flows at Runtime
- 8 Designing Infolets
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9
Designing Dashboards
- The Power of Dashboards
- Concepts in Designing Dashboards
- Designing Dashboards Procedure
- About Your Dashboard Layout
- About the Gauge Chart Type
- About the Tile Chart Type
- Customizing Dashboard Colors
- Setting Line Width in Line and Combination Charts
- About Global and Local POVs
- Dashboard POVs and Valid Intersections
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10
Working with Dimensions
- Dimensions Overview
- Viewing and Editing Dimensions
- Working with Dimension Hierarchies Using the Navigator
- Setting Intercompany Account Attribute Values
- Setting Consolidated ETR Custom Attribute
- Modifying Performance Settings
- Creating Alternate Hierarchies
- 11 Editing Dimensions in the Simplified Dimension Editor
- 12 Managing Users and Roles
- 13 Provisioning Users and Groups
- 14 Working with Members
- 15 Importing and Exporting Data
- 16 Importing and Exporting Data Using Data Management
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17
Consolidating Data
- Consolidation Process
- Intercompany Eliminations
- Consolidating Data
- Consolidation Logic
- Translating Data
- Consolidation and Translation Rules
- Consolidation and Translation Security Access
- Calculation Status
- Viewing Consolidation Progress
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Working with Ownership Management
- Managing Ownership
- Enabling Ownership Management in Applications
- Handling Changes in Ownership
- Setting Non-Controlling Interest (NCI)
- Ownership Consolidation Methods
- Changing Ownership Settings
- Importing and Exporting Ownership Data
- Recomputing Ownership Data
- Ownership Settings in Forms
- Viewing TRCS_Ownership Detail
- Viewing TRCS_Weighted Ownership Detail
- Ownership Settings Year to Year
- 18 Jobs Overview
- 19 Managing Jobs
- 20 Performing Rollovers and Copy Configurations
- 21 Working with Tax Automation
- 22 Working with Intercompany Eliminations
- 23 Working with RTA Automation
- 24 Working with CbCR Automation
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25
Configuring TAR Automation
- Configuring the TAR Automation Report
- Creating Metadata for General Ledger Columns
- Setting the Datasource for TAR Payment and Refund Movement Members
- Generating Default Mapping
- Generating Custom Mapping
- Classifying TAR Accounts as Domestic or Foreign
- Updating the TAR Form Validations Member Formula
- TAR Automation Rollover
- 26 Migrating Artifacts
- 27 Managing Approval Unit Hierarchies
- 28 Managing the Approval Process
- 29 Auditing Tasks and Data
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30
Setting Up Task Manager
- Task Manager Overview
- Task Manager Terms
- Managing Task Manager System Settings
- Managing Task Manager Attributes
- Managing Alert Types
- 31 Managing Tax Reporting Teams for Task Manager
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32
Managing Task Types
- Task Types
- Creating Task Types
- Setting Task Type Properties
- Setting Task Type Parameters
- Specifying Task Type Instructions
- Specifying Task Type Questions
- Assigning Task Type Attributes
- Working With Task Type Rules
- Viewing Task Type History
- Editing Task Types
- Viewing Task Types
- Searching for Task Types
- Importing Task Types
- Exporting Task Types
- Deleting Task Types
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33
Managing Task Templates
- Creating Task Templates
- Opening Templates
- Adding Tasks to Templates
- Editing Templates
- Importing Tasks into Templates
- Exporting Tasks to Microsoft Excel
- Task Import File Format
- Reassigning Users in Templates
- Creating Schedules from Templates
- Manually Validating Templates
- Viewing Templates
- Searching for Templates
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34
Managing Tasks
- Creating Tasks
- Setting Task Properties
- Setting Task Parameters
- Specifying Task Instructions
- Selecting the Workflow
- Adding Task Questions
- Setting Task Access
- Setting Task Predecessors
- Applying Task Attributes
- Working With Task Rules
- Viewing Task History
- Working with the Task Dialog Box
- Importing and Exporting Tasks
- Editing Tasks
- Adding Attachments
- Sorting Tasks
- Searching for Tasks
- Moving Tasks
- Cutting, Copying, and Pasting Tasks
- Reopening Tasks
- Submitting Tasks
- Approving or Rejecting Tasks
- Managing Task Reassignments
- Aborting Tasks
- Deleting Tasks
- Uploading Multiple Files at One Time
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35
Managing Schedules
- Manually Creating Schedules
- Setting Required Task Parameters
- Opening Schedules
- Editing Schedules
- Adding Tasks to Schedules
- Updating Tasks in Schedules
- Updating Tasks from Smart View
- Reassigning Users in Schedules
- Setting Schedule Status
- Viewing Schedule History
- Validating Schedules
- Locking Schedules
- Viewing Schedules
- Searching for Schedules
- Deleting Schedules
- 36 Managing Task Manager Integrations
- 37 Using Task Manager and Supplemental Data Manager Reports
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38
Managing Supplemental Data
- Supplemental Data Process Overview
- Managing Supplemental Data System Settings
- Working with the Supplemental Data Analysis Dashboard
- Managing Dimension Attributes in Supplemental Data Manager
- Working with Collection Intervals
- Working with Supplemental Data Collections
- Creating Supplemental Data Manager Form Templates
- Editing Form Templates
- Duplicating Form Templates
- Deleting Form Templates
- Deploying a Form Template to a Data Collection Period
- Un-Deploying a Form Template to a Data Collection Period
- Re-opening Supplemental Data Forms
- Validating Supplemental Data Total Against an Account Balance
- Working with Supplemental Data in Smart View
- Using Currency Translation
- Selecting Default Currency for Entity Members
- Setting Up Currency Attributes for Translation
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39
Managing Supplemental Data Manager Teams
- Adding Teams and Members for Supplemental Data Manager
- Importing and Exporting Teams and Members for Supplemental Data Manager
- Exporting Supplemental Data Manager Users
- Editing Teams and Members for Supplemental Data Manager
- Deleting Teams and Removing Members for Supplemental Data Manager
- Managing Backup Assignments
- Requesting a Reassignment in Task Manager
- A Task Manager Integrations with EPM Cloud Services
- B Task Manager Integrations with Cloud and On-Premises Applications