Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Tax Reporting Overview
  • Tax Provision Process
  • Which Tasks Do I Do First?
• 3 Creating an Application
  • Creating a Business Process
    • Creating an EPM Enterprise Cloud Service Application
  • Learning About Applications
    • Application Overview Tab
    • Application Cubes
    • Application Dimensions
    • Application Activity Report and Access Logs
    • Using the Inbox/Outbox Explorer
  • Prerequisites for Creating an Application
  • Workflow for Creating an Application
  • Creating the Tax Reporting Application
    • Creating a New Application
    • Creating a Sample Application
  • Enabling Application Features
  • Configuring Jurisdictions and Entities
    • Creating a National Jurisdiction
    • Creating a Regional Jurisdiction
    • Creating Entities
    • Adding Currencies
    • Refreshing the Database After Configuring Jurisdictions and Entities
  • Removing an Application
• 4 Managing Security
  • Security Overview
  • Managing Artifact and Data Access
    • Assigning User Access to Artifacts
    • Assigning User Access to Data
    • Enabling or Disabling Security for Dimensions
    • Assigning Security to Dimension Members
  • Defining Cell-Level Security
    • Understanding Cell-Level Security
    • Creating Cell-Level Security Definitions
    • Viewing Cell-Level Security Definitions
    • Filtering Cell-Level Security Definitions
    • Importing and Exporting Cell-Level Security Definitions
    • Testing Cell-Level Security
    • Reordering the Cell-Level Security Definitions List
• 5 Managing Applications
  • Application Overview
  • Application Models
    • What Application Model Do I Have?
  • Performance Settings
    • Changing Performance Settings for the Data Source Dimension (Non-Hybrid mode only)
    • Optimizing the Application Model for Hybrid Aggregation
      • Converting the Application Model to Hybrid-Optimized (DSO)
      • Updates Performed as Part of Hybrid Optimization
      • Performing Post-Conversion Steps After Optimizing the Application for Hybrid
  • Restrictions for Dimensions, Members, Aliases, and Forms
  • Validating the Essbase Outline
  • Importing Metadata
    • Creating the Metadata Import File
    • Other Supported Delimiter Characters
    • Loading the Metadata Import File
  • Exporting Metadata
  • Metadata Validation Messages
  • Data Integrations
  • Best Practices for Data Integration
    • Exporting Data from a Tax Reporting Hybrid-Optimized (DSO) Application
    • Exporting Year-to-Date (YTD) Data from a Financial Consolidation and Close Application for Import into a Tax Reporting Application
  • Copying Data
    • Using Copy Data Jobs
    • Saving Copy Data Jobs
    • Scheduling Copy Data Jobs
    • Auditing Copy Data Jobs
    • Example: Exclude Configuration, Substitution Variable, Schedule Job
  • Clearing Data
    • Using Clear Data Jobs
  • Creating Clear Cube Jobs
  • Refreshing the Database
  • Validating Metadata
  • 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
    • Viewing Valid Intersections
    • Filtering Valid Intersections
    • Importing and Exporting Intersections
    • Changing the Valid Intersection Group Evaluation Order
    • Disabling and Enabling Valid Intersection Groups
    • Editing Details for a Valid Intersection Group
    • Duplicating Valid Intersection Groups
    • Deleting a Valid Intersection Group
  • Working with Valid Intersections in Forms
  • Suppressing Invalid Data in Forms
  • Managing Invalid Intersection Reports
    • Creating an Invalid Intersection Report
    • Editing an Invalid Intersection Report
    • Duplicating an Invalid Intersection Report
    • Running an Invalid Intersection Report
    • Deleting an Invalid Intersection Report
  • Viewing Application Recommendations
  • Working with Activity Reports and Access Logs
• 6 Managing Application and System Settings
  • Specifying Application Settings
  • Managing Application Ownership
  • Uploading Fonts in Enterprise Performance Management Cloud Deployments
  • Customizing Your Application Appearance
  • Setting Up Email for Notifications
  • Working with Variables
    • Creating User Variables
    • Creating Substitution Variables
  • Making Announcements
  • Specifying Artifact Labels
• 7 Accessing More Administrative Tasks
  • About the Navigator Menu
  • Administering Action Menus
    • Creating and Updating Action Menus
    • Working with Action Menu Items
    • Defining Action Menu Items
    • Enabling Action Menus for Ad Hoc Grids
  • Administering Alias Tables
    • About Aliases
    • About Alias Tables
    • Working with Alias Tables
    • Specifying a Default Alias Table and Setting Member and Alias Display Options
• 8 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
    • Grouping Cards from Other EPM Cloud Environments into Clusters
    • Configuring Cards with Tabs from Multiple EPM Cloud Environments
  • Using Direct URLs to Integrate Connected Environments
    • Copying Direct URLs for Artifacts
    • Exporting All URLs to a CSV File
• 9 Designing Custom Navigation Flows
  • Understanding Navigation Flows
    • What Can Be Customized in the Business Process Interface?
    • Navigation Flow Customization Categories
    • Navigation Flow Permissions
    • Predefined Navigation Flows
    • Understanding Navigation Flow Status after Import
  • Viewing and Working with Navigation Flows
    • Navigation Flow Design Best Practices and Naming Considerations
    • Creating and Duplicating Navigation Flows
    • Editing a Navigation Flow
    • Activating and Deactivating Navigation Flows
    • Using Validate to Find Missing Artifacts in Navigation Flows
    • Resolving Navigation Flows that Display a Warning Icon
    • Customizing Labels for Cards, Tabs, and Clusters
    • Customizing Icons for Cards and Vertical Tabs
    • Hiding and Unhiding Clusters, Cards, and Tabs
    • Changing the Display Order of Cards on the Home Page
    • Adding Cards
    • Adding Tabs to a Tabular Page
    • About Using URLs to Embed Third-Party Pages in EPM Cloud Applications
    • Removing Navigation Flows, Cards, and Tabs
    • Grouping Cards into Clusters
    • Reloading a Navigation Flow
    • Switching Navigation Flows at Runtime
    • Sharing the Current Page URL for Cards, Tabs, and Sub Tabs
• 10 Integrating EPM Cloud and EDM Cloud with Oracle Guided Learning
  • Enabling Context-Based Activation of OGL Guides in EPM Cloud
• 11 Designing Infolets
  • About Infolets
  • Anatomy of an Infolet
  • Determining Infolet Content
    • Designing Forms for Infolets
    • Designing Charts for Infolets
  • Using the Infolets Designer
  • Creating Infolets
  • Working with Infolets
  • Customizing the Application Interface to Access Infolets
• 12 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
  • Viewing Dashboards
  • Converting Dashboard 1.0 Dashboards to 2.0
  • Creating and Managing Dashboards 2.0
    • Concepts in Designing Dashboard 2.0 Dashboards
      • Object Palette
      • Dashboard Toolbar
      • Dashboard Workspace
      • Properties Panel
      • Dashboard Components
    • Considerations for Dashboard 2.0
    • Creating Dashboard 2.0 Dashboards
    • Working with the Member Selector When Designing Dashboards 2.0
    • About Forms 2.0 Grids in Dashboard 2.0
    • About the Geomap Chart Type
    • About the Pyramid Chart Type
    • About the Waterfall Chart Type
    • Using Tables in Dashboards
    • About the Gauge Chart Type for Dashboard 2.0
    • About the Radar Chart Type for Dashboard 2.0
    • About the Combination Chart Type for Dashboard 2.0
    • About the Tile Chart Type for Dashboard 2.0
    • About Global and Local POVs in Dashboard 2.0
    • About Quick Analysis
    • Dashboard Design Guidelines
      • Dashboard Types
        • Read-Only Dashboards
        • Read-Only Dashboard Examples by User
        • Write-Enabled Dashboards
        • Write-Enabled Dashboard Examples
      • Dashboard Layout Guidance
      • Dashboard Styles
      • Color Sequencing in Charts
      • Recommendations for Improving Dashboard Design
        • Chart Sizing
        • Readability
          • Improving Dashboard Readability with POVs
          • Using Master Details Dashboards
        • Spacing and Alignment
        • Consistency
      • Summary
• 13 Managing Forms
  • Setting Form Grid Properties
  • Setting Form Dimension Properties
  • Setting Printing Options
  • Editing Forms
  • Including Data Validation Rules in Forms
  • About Format Rules in Forms
    • Creating and Updating Format Rules in Forms
    • Cell Formatting Options in Forms
    • Viewing Format Rules
    • Order of Precedence for Format Rules
    • Applying Format Rules to Forms at Runtime
    • Format Rule Scenarios
• 14 Working with Dimensions
  • Dimensions Overview
    • Account Dimension
      • Defining Account Properties
      • Defining Account Tax Attributes
      • Setting Intercompany Account Attribute Values
      • Setting Consolidated ETR Custom Attribute
      • Configuring the Balance Sheet
    • Period Dimension
    • Consolidation Dimension
    • Data Source
      • Defining Data Source Tax Attributes
    • Currency Dimension
      • Setting up Currencies
        • Working with Multiple Currencies
        • Number Formatting
        • Creating Currencies
        • Editing Currencies
        • Deleting Currencies
    • Intercompany Dimension
      • Intercompany Property for Entities
    • Entity Dimension
      • Defining Entity Tax Attributes
    • Movement Dimension
      • Defining Movement Tax Attributes
    • Multi-GAAP Dimension
    • Jurisdiction Dimension
    • Scenario Dimension
      • Defining Scenario Tax Attributes
    • View Dimension
    • Years Dimension
  • Viewing and Editing Dimensions
  • Working with Dimension Hierarchies Using the Navigator
    • Expanding and Collapsing Dimension Hierarchies
    • Navigating Dimension Hierarchies
    • Finding Dimensions or Members
    • Sorting Members
    • Moving Members Within the Dimension Hierarchy
    • Viewing a Member’s Ancestors
    • Showing Member Usage
  • Adding Custom Dimensions (Hybrid mode only)
    • Aggregation Options
    • Data Storage Options
      • About Dynamic Calc
      • Store Data Storage
      • Shared Data Storage
      • Never Share Data Storage
      • Label Only Data Storage
    • Setting Dimension Properties
  • Working with Members
    • Making Selections
    • Member Relationships
    • Using Wildcards in Searches
    • Seeded Dimension Members
    • Dynamic Members
    • Adding or Editing Members
    • Deleting Members
    • Deleting Parent Members
    • Working with Shared Members
      • Creating Shared Members
  • Working with Member Formulas
    • Viewing Details of Formula Verification
    • Solve Order in Member Formulas (Hybrid mode only)
    • Setting the Solve Order (Hybrid mode only)
    • Best Practices for Member Formulas
  • Creating Alternate Hierarchies
    • Creating an Alternate Hierarchy in the Entity Dimension
• 15 Editing Dimensions in the Simplified Dimension Editor
  • About Editing Dimensions in the Simplified Dimension Editor
  • Accessing the Simplified Dimension Editor
  • Working with Dimensions Using the Simplified Dimension Editor
    • Switching to Another Dimension
    • Customizing the Column Layout
    • Viewing Ancestors
    • Showing Member Usage in an Application
    • Focusing Your Editing
    • Finding Members
    • Sorting Members
    • Moving Members to Another Hierarchy
    • Copying Member Names from Microsoft Excel
    • Working with Member Formulas
  • Editing Dimension Properties
  • Editing Member Properties using the Simplified Dimension Editor
• 16 Importing and Exporting Data
  • Importing Data
    • Creating the Data Import File
    • Load Methods
    • Load Method Examples
    • Loading the Data Import File
    • Automatic Mapping of Jurisdiction with Entity
      • Limitations
  • Exporting Data
  • Viewing Data Import and Export Status
• 17 Importing and Exporting Data Using Data Management
  • Importing Data Using Data Management
  • Exporting Data Using Data Management
• 18 Setting Up Tax Rates
  • Setting Up Tax Rates
  • Entering Tax Rates
  • Applying Deferred Tax Override Rates National
  • Applying Deferred Tax Override Rates Regional
  • Applying Closing Rate to All Current Year Movement
  • Applying Opening Tax Rate to Prior Year Adjustments (Deferred Only) Column
• 19 Consolidating Data
  • Consolidation Process
    • Data Flow in the Consolidation Dimension
  • Intercompany Eliminations
  • Consolidating Data
  • Consolidation Logic
  • Translation Process
  • Translating Data
  • Translation Methodologies
  • Consolidation and Translation Rules
  • Consolidation and Translation Security Access
  • Calculation Status
  • Viewing Consolidation Progress
  • 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
    • Copying Ownership Data
    • Recomputing Ownership Data
    • Ownership Settings in Forms
    • Viewing TRCS_Ownership Detail
    • Viewing TRCS_Weighted Ownership Detail
    • Ownership Settings Year to Year
• 20 Managing Jobs
  • Jobs Overview
  • Scheduling Jobs
    • Scheduling Hourly Jobs
  • Viewing Jobs
  • Viewing Non-Consolidation Jobs
  • Viewing Pending Jobs and Recent Activity
  • Editing and Deleting Jobs
  • Duplicating Jobs
  • Starting and Deleting Clear Cube Jobs
• 21 Performing Rollovers and Copy Configurations
  • Learn About Rollovers
  • Performing a Rollover
  • Performing a Rollover by Entity
  • Copying Configurations Across Scenarios, Years, and Periods
  • Copying Configurations Across Entities
• 22 Working with Tax Automation
  • Learning About Tax Automation
  • Tax Automation Best Practices
  • Adding Tax Automation Rules to Data Source Dimension
  • Creating Tax Automation Using Multiple Rule Combinations
  • Working with Regional Tax Automation
  • Working with National Tax Automation
  • Importing Tax Automation
  • Tax Automation Logic Examples
  • Managing Tax Automation Rules for Multiple Domicile
• 23 Working with Trace
  • Working with Tax Automation Trace
    • Learning About Tax Automation Trace
    • Enabling Tax Automation Trace
    • Accessing Tax Automation Trace Form
    • Using Tax Automation Trace
    • Example: Use Case
    • Example: Logic
• 24 Working with Intercompany Eliminations
  • Performing Intercompany Eliminations in the Tax Provision
• 25 Working with Return to Accrual (RTA) Automation
  • Working with RTA
  • Defining RTA Automation Rules
  • Applying Prior Year Rate on RTA Amounts
  • Working with RTA Bifurcate
    • Enabling RTA Bifurcate
    • Using RTA Bifurcate
    • Example Use Case
• 26 Working with CbCR Automation
  • Setting Up CbCR Automation
  • Adding Rules for CbCR Automation
• 27 Working with Current Tax Payable Automation (National and Regional)
  • Enabling Current Tax Payable Automation
  • Creating Mappings for Current Tax Payable Automation
  • Adding and Removing Columns in the Current Tax Payable Automated Form
  • Managing Current Tax Payable Details Form
• 28 Working with TAR Automation and TAR Automation Book Balance
  • Configuring the TAR Automation and TAR Automation Book Balance Report
  • Reviewing Journal Data
    • Example Journal Data Calculation
  • 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
  • Generating TAR Automation Rollover
• 29 Working with Tax Loss/Credit by Year of Expiration
  • Enabling Tax Loss/Credit By Year of Expiration
  • Setting Metadata
• 30 Working with Net Operating Losses (NOL)/Credits
  • Learning About Net Operating Losses (NOL)/Credits
  • Enabling NOL/Credits Automation
  • Accessing the NOL Automation Screen
  • Working with NOL Automation Columns
  • Managing NOL Automation Rules
    • Defining NOL Automation Rules
    • Copying NOL Automation Rules
    • Removing NOL Automation Rules
  • Learning NOL Automation Calculation Rules
    • Deferring Tax Losses
      • Defining Deferral Rules: Example
      • Example Use Cases: Deferral
        • Use Case 1: Defer 100% of Tax Loss
        • Use Case 2: Defer a Specific Percentage of Tax Loss
        • Use Case 3: Defer a Tax Loss for a Specific Entity
        • Use Case 4: Defer a Tax Loss for a Specific Entity with Exclude Entity
        • Use Case 5: Defer a Tax Loss for a Specific Jurisdiction
        • Use Case 6: Defer a Tax Loss for a Specific Jurisdiction with Exclude Jurisdiction
        • Use Case 7: Defer a Tax Loss for Group of Entities using Include Entities and Include Jurisdictions
        • Use Case 8: Defer a Tax Loss for Group of Entities using Include Entities, Excluding one Entity and Include Jurisdictions
    • Utilizing Tax Loss/Credit
      • Example Calculation
        • Taxable Income and CarryForward Percentage
        • Taxable Income and CarryForward Amount
        • Taxable Income and CarryForward Percentage and Dollar Amounts
      • Defining Utilization Rule
      • Example Use Cases: Utilization
        • Example Use Case 1
        • Example Use Case 2
    • Expiring Tax Loss/Credit
      • Defining Expiration Rule
      • Example Use Cases: Expiration
        • Example Use Case 1
        • Example Use Case 2
• 31 Working with Pillar Two
  • Learning About Pillar Two
    • Enabling Pillar Two
      • Prerequisite
    • Accessing Pillar Two
      • Viewing Pillar Two Dashboard
      • Working with Pillar Two Forms
  • Pillar Two Automation Best Practices
  • Configuring Pillar Two
    • Configuring Pillar Two Entities
    • Configuring Pillar Two Jurisdictions
    • Configuring Additional Pillar Two Rules
    • Configuring GloBE Income, Covered Tax, and Substance based Adjustment Accounts
    • Configuring Temporary Differences Movements for Covered Tax
    • Configuring Other Deferred Tax Movements for Covered Tax
    • Configuring GloBE Income and Covered Tax Automation
    • Configuring Other Accounts and Other Accounts Automation
  • Importing Pillar Two Automation
  • Entering Pillar Two Global Tax Rate
  • Managing Pillar Two Data Flow
    • Working with Pillar Two Covered Tax
  • Working with Pillar Two Rules
    • Reporting Currency Translation
    • Copy Configuration
  • Working with Transitional Safe Harbor Rules
    • Enabling Safe Harbors
    • Working with Safe Harbor Metadata
    • Working with Transitional Safe Harbor Tests Rates and Amounts
    • Example Tests
    • Configuring Safe Harbors
      • Setting Safe Harbor Automation
      • Importing Safe Harbor Automation
      • Consolidating Data
    • Working with Pillar Two Safe Harbors
      • Viewing Safe Harbor Pillar Two Overview Page
    • Working with Safe Harbor Rules
    • Implementing CbCR and Transition Safe Harbor Rules - Best Practices
  • Managing Entity Classification
    • Enabling Entity Classification
    • Working with Entity Classification Metadata
    • Configuring Legal Entity Hierarchy User Variables
  • Security Considerations
• 32 Migrating Artifacts
  • Exporting Artifacts
  • Uploading Archives
• 33 Managing Approval Unit Hierarchies
  • Creating Approval Unit Hierarchies
    • Setting Up the Approval Unit Hierarchy
    • Selecting Approval Unit Hierarchy Members
    • Assigning Approval Unit Owners and Reviewers
    • Assigning Approval Unit Hierarchies to Scenarios
  • Editing Approval Unit Hierarchies
  • Viewing Approval Unit Hierarchy Usage
  • Synchronizing Approval Unit Hierarchies
  • Deleting and Renaming Approval Unit Hierarchies
  • Exporting Approval Unit Hierarchies
  • Importing Approval Unit Hierarchies
• 34 Managing the Approval Process
  • Approval Process Overview
  • Enabling Approvals
  • Setting Up Separate Approvals for CbCR
  • Starting the Approval Process
  • Approval Unit Promotional Path
  • Creating Approval Unit Annotation Reports
  • Creating Approval Status Reports
  • Data Validation Rules
  • Locking and Unlocking Entities
• 35 Auditing Tasks and Data
  • Auditing Information Overview
  • Configuring Audit Tasks
  • Viewing Audit Details
  • Viewing Task Manager and Supplemental Data Audit Details
• 36 Managing Task Manager
  • Setting Up Task Manager
    • Task Manager Terms
    • Task Manager Overview
    • Sample Task Flows
    • Managing Task Manager Views, Lists, and Filters
      • Viewing Task Manager Lists
      • Column Definitions for Task Manager
    • Managing Task Manager System Settings
      • Managing Global Integration Tokens
        • Creating a Global Integration Token
        • Deleting a Token
      • Managing Task Manager Organizational Units
        • Adding Organizational Units
        • Importing Organizational Units
        • Selecting an Organizational Unit
      • Managing Holiday Rules for Tasks
        • Creating Holiday Rules
        • Applying a Holiday Rule to an Organizational Unit
        • Applying a Holiday Rule to a Schedule Template
        • Importing Holiday Dates
        • Editing Holiday Rules
        • Duplicating Holiday Rules
        • Deleting Holiday Rules
      • Changing Configuration Settings
        • Allowing Comment Deletions
        • Allowing Task Deletions
        • Enabling Application Dimension Alias
        • Enabling Email Notifications
          • Managing Notification Types and Settings
        • Setting Task Manager Governors
        • Allowing Reassignment Request Approvals
        • Reopening Tasks
        • Settings for Task Manager Reports
        • Setting Export to Excel Format
        • Specifying Task Display in Smart View
        • Displaying Upcoming Tasks in Worklist and Welcome Panel
      • Using Oracle Cloud Object Storage to Store Attachments
        • About Using Oracle Cloud Object Storage to Store Attachments
        • Understanding What is Stored on OCI Object Storage
        • Steps to Use OCI Object Storage with Tax Reporting
          • Setting Up OCI Object Storage
          • Setting Up OCI Object Storage in Tax Reporting
        • Using Replication for Your Object Storage Bucket
    • Managing Task Manager Attributes
      • Defining Task Manager Attributes
      • Defining Calculation Attributes
      • Importing List Attributes
      • Editing Attributes
      • Duplicating Attributes
      • Deleting Attributes
      • Viewing Attributes
      • Searching for Attributes
  • Managing Task Manager Teams
    • Adding Teams and Members for Task Manager
    • Editing Teams and Members for Task Manager
    • Searching and Filtering Teams and Members
    • Deleting Teams and Removing Members
    • Managing Task Manager Users
    • Managing Backup Assignments
    • Requesting a Reassignment in Task Manager
  • 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
  • Managing Task Templates
    • Creating Task Templates
      • Setting Template Properties
      • Specifying Template Instructions
      • Assigning Viewers to Templates
      • Applying Template Attributes
      • Specifying Day Labels
      • Embedding Templates
      • Working With Template Rules
      • Viewing Template History
    • Opening Templates
    • Adding Tasks to Templates
    • Editing Templates
    • Importing Tasks into Templates
    • Task Import File Format
    • Exporting Tasks to Microsoft Excel
    • Reassigning Users in Templates
    • Creating Schedules from Templates
      • Using the Override Parameter Option When Creating Schedules from Templates
    • Manually Validating Templates
    • Viewing Task Manager Templates
    • Searching for Templates
    • Deleting Templates
  • Managing Tasks
    • Creating Tasks
      • Setting Task Properties
      • Setting Task Parameters
      • Specifying Task Instructions
      • Selecting the Workflow
      • Adding Task Questions
      • Setting Task Viewers
      • 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 Manual and Automated Tasks
    • Submitting Tasks
    • Approving or Rejecting Tasks
    • Claiming or Releasing Tasks
    • Managing Task Reassignments
    • Automated Task Execution
    • Canceling Tasks
    • Deleting Tasks
    • Managing Services
  • Managing Schedules
    • Manually Creating Schedules
      • Setting Schedule Properties
      • Adding Instructions to Schedules
      • Assigning Schedule Viewers
      • Applying Schedule Attributes
      • Adding Day Labels
      • Working With Schedule Rules
    • Setting Required Task Parameters
    • Opening Schedules
    • Editing Schedules
    • Adding Tasks to Schedules
    • Importing Tasks into Schedules
    • Updating Tasks in Schedules
    • Reassigning Users in Schedules
    • Authorizing Process-Automated Tasks
    • Setting Schedule Status
    • Viewing Schedule History
    • Validating Schedules
    • Locking Schedules
    • Viewing Schedules
    • Searching for Schedules
    • Deleting Schedules
  • Managing Task Manager Integrations
    • Managing Integrations with EPM Cloud Services
      • Adding Pre-built Integrations in EPM Cloud
      • End User Integrations for EPM Cloud
      • Automation Integrations for EPM Cloud
      • Copy and Delete Integration Files
    • Managing Integrations with Cloud and On-Premises Applications
      • End User Integrations for Oracle Cloud ERP
      • Event Monitoring Integrations for Oracle Cloud ERP
      • End User Integrations for On-Premises Applications
      • Setting Up an Integration
      • On-Premises Oracle E-Business Suite (EBS) Integration
    • Creating Custom Integrations
      • Creating End User Integration
      • Creating Custom Process Automation Integrations
      • Creating Custom Event Monitoring Integrations
    • Working with Integrations
      • Creating Integrations
        • Setting Integration Properties
        • Setting Integration Parameters
      • Viewing Integrations
      • Editing Integrations
      • Searching for Integrations
      • Validating Integrations
      • Deleting Integrations
    • Managing Connections
      • Adding Connections
      • Editing Connections
      • Deleting Connections
  • Managing Alert Types for Task Manager
    • Creating Alert Types
      • Setting Alert Type Properties
      • Specifying Alert Type Instructions
      • Selecting the Alert Type Workflow
      • Assigning Alert Type Viewers
      • Adding Questions for Alert Types
      • Applying Alert Type Attributes
    • Viewing Alert Type History
    • Viewing Alert Types
      • Column Definitions for Alerts
    • Editing Alert Types
    • Searching for Alert Types
    • Deleting Alert Types
  • Managing Views in Task Manager
  • Viewing Currencies in Task Manager
  • Using Reports
    • Generating Custom Reports for Task Manager
      • Creating a Task Manager Query
      • Creating a Template
      • Setting Up a Report Group
      • Creating a Report
      • Searching and Filtering Queries, Report Groups, or Reports
      • Generating the Report
      • Understanding Reports Security
      • Using Task Manager Report Binders
        • Generating Report Binders
        • Viewing Report Binders
    • Generating Cloud EPM System Reports for Task Manager
• 37 Managing Supplemental Data
  • Supplemental Data Process Overview
  • Managing Supplemental Data Manager Views, Lists, and Filters
    • Viewing Supplemental Data Manager Lists
    • Column Definitions for Supplemental Data
  • Managing Supplemental Data System Settings
    • Setting Email Notifications in Supplemental Data Manager
    • Setting Preferences for Supplemental Data
    • Setting Supplemental Data Governors
    • Using Oracle Cloud Object Storage to Store Supplemental Data Manager Attachments
  • 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
    • Manage Supplemental Data Manager Users
    • Managing Backup Assignments
    • Requesting a Reassignment in Task Manager
  • Working with the Supplemental Data Analysis Dashboard
  • Managing Dimension Attributes in Supplemental Data Manager
    • Adding Dimensions for Supplemental Data
    • Adding Dimension Attributes
    • Editing Dimension Attributes
    • Deleting Dimension Attributes
    • Importing Dimension Members for Supplemental Data
    • Exporting Dimension Members for Supplemental Data
  • Working with Collection Intervals
    • Creating Collection Intervals
    • Configuring Data Collection Periods
    • Viewing Collection Interval History
  • Working with Supplemental Data Collections
    • Creating Collections
    • Creating Sub-Collections
    • Adding Collection Attributes
    • Importing Collection List Attributes
    • Viewing Collection History
    • Deleting Collection Attributes
    • Editing Collections
    • Copying Collections
    • Deleting Collections
  • Creating Supplemental Data Manager Form Templates
    • Specifying Form Template Instructions
    • Working with Supplemental Data Manager Form Sections
      • Form Template Sections: Columns Tab
      • Form Template Sections: Validation Tab
      • Form Template Sections: Group By Tab
      • Form Template Sections: Mapping Tab
      • Form Template Sections: History Tab
    • Assigning the Workflow
    • Specifying Form Template Questions
    • Setting Form Template Access
    • Viewing Form Template History
  • Editing Form Templates
  • Duplicating Form Templates
  • Deleting Form Templates
  • Deploying a Form Template to a Data Collection Period
  • Un-Deploying a Form Template
  • Re-opening Supplemental Data Forms
  • Bulk Loading of Data into Collections
  • Reassigning Users in Supplemental Data Manager
  • Validating Supplemental Data Total Against an Account Balance
  • Viewing Data in the Supplemental Data Analysis Dashboard
  • Working with Supplemental Data in Smart View
  • Using Currency Translation
    • Viewing Default Currency for Entity Members
    • Setting Up Currency Attributes for Translation
  • Using Reports
    • Generating Custom Reports for Supplemental Data Manager
      • Creating a Supplemental Data Query
      • Creating a Template
      • Setting Up a Report Group
      • Searching and Filtering Queries, Report Groups, or Reports
      • Creating a Report
      • Generating the Report
      • Understanding Reports Security
    • Generating Cloud EPM System Reports for Supplemental Data Manager
• 38 Working with Views and Filters
  • Working with Filters
    • About Filters
    • Viewing the Existing Saved Filters
    • Creating a New Filter
    • Using the Filter Bar to Adjust Your View
    • Clearing Filter Conditions
    • Removing a Filter
    • Editing a Filter
    • Duplicating a Filter
    • Saving a Filter
    • Applying a Saved Filter
    • Publishing a Filter
    • Deleting a Filter
    • Displaying Columns for Filters
    • Reordering Columns for Filters
  • Working with Views
    • About Views
      • About Filtering Data in Views
    • Working With List Views
      • About List Views
      • Customizing the List View
      • Task Manager Example: Customizing the List View for Schedule Tasks
      • Supplemental Data Manager Example: Customizing the List View for Supplemental Data Tasks
    • Working with Pivot Views
      • About Pivot Views
      • Customizing a Pivot View
        • Setting Pivot View Properties
        • Setting Pivot View Layout
        • Specifying Pivot View Columns
      • Example: Viewing Organizational Units Based on Task Status
      • Example: Grouping Templates to Display Supplemental Data Forms Based on Status
    • Working with Chart Views
      • Overview of Chart Views
        • About Chart Views
        • About Chart View Properties
        • Types of Chart Views
      • Creating Chart Views
        • Setting the Chart Layout
        • Setting the Chart Axis
        • Setting the Chart Legend
      • Example: Creating a Chart to Display Task Status by Month
      • Example: Creating a Chart to Display Plan versus Actual End Date
      • Example: Creating a Chart to Display Task Execution by Organization Unit
      • Example: Creating a Chart to Display Forms and their Status
      • Example: Creating a Chart to Display Period and Status (with Description) of the Form Template
    • Working With Gantt Chart Views
    • Working With Calendar Views
    • Saving Views
    • Editing Saved Views
    • Deleting Views
    • Publishing Views
    • Setting a Default View
    • Exporting List Views and Pivot Views
• 39 Managing Operational Dashboards
  • Overview of Operational Dashboards
  • Viewing and Opening Operational Dashboards
  • Operational Dashboards: Design Mode
  • Creating Operational Dashboards
    • Defining Operational Dashboard Properties
    • Defining Access to Operational Dashboards
  • Setting the Object Type Within Operational Dashboards
  • Specifying View Options for Operational Dashboards
  • Editing Operational Dashboards
  • Duplicating Operational Dashboards
  • Deleting Operational Dashboards
  • Exporting Operational Dashboards
  • Importing Operational Dashboards
  • Running Operational Dashboards
  • Displaying Columns for Viewing Operational Dashboards
  • Reordering Columns for Viewing Operational Dashboards
  • Copying a URL for Operational Dashboards
  • Applying Filters to Data Displayed Within Operational Dashboards
  • Example: Task Manager Operational Dashboard
    • Chart View: Task Completion - Plan vs Actual
    • Chart View: Tasks Completed Late
    • Chart View: Status by Workday
    • Chart View: Completion by Region
  • Example: Supplement Data Manager Dashboard
    • Chart View: Supplement Data Collection by Type
    • Chart View: Form Completion Over Period
    • Chart View: Debt Types By Entity
    • Chart View: Investments Mixture
• A Tax Reporting Best Practices