Oracle Cloud EPM Tax Reporting

Videos

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Tour of Tax Reporting video thumbnail

Tour of Tax Reporting

(5:46) This overview highlights the key features of EPM Cloud Tax Reporting, a total tax solution that enables you to calculate and analyze current and deferred tax at national and regional levels, while unifying your financial close and tax close processes.

For more information, see the documentation.

Related overviews:
Configuring a Tax Reporting Application
Getting Started
Supplemental Data

Related Tutorial:
Creating a Tax Reporting Application.

Overview: Getting Started With Tax Reporting video thumbnail

Overview: Getting Started With Tax Reporting

(2:56) Watch this overview to learn about the basic steps that you’ll perform to create and prepare an Oracle Tax Reporting Cloud application.

For more information, see the documentation.

Related videos:
Managing Data Using Smart View
Creating a Tax Reporting Application

Tour of Cloud EPM video thumbnail

Tour of Cloud EPM

(4:40) Learn what Oracle Cloud Enterprise Performance Management and its business processes can do to benefit your organization. If your organization is thinking of implementing or migrating to Cloud EPM, consider creating a Cloud EPM Center of Excellence to manage your cloud transformation process.

For more information, see the documentation.

Related videos:
Tour of Planning in EPM Standard Cloud
Tour of Planning in EPM Enterprise Cloud
Tour of Narrative Reporting
Tour of Financial Consolidation and Close
Tour of Account Reconciliation
Tour of Enterprise Data Management
Tour of Enterprise Profitability and Cost Management
Tour of Tax Reporting

Overview: Performance Testing With The EPM Automate Replay Command video thumbnail

Overview: Performance Testing With The EPM Automate Replay Command

(3:41) 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.

Managing Users and Assigning Roles in Oracle Identity and Access Management video thumbnail

Managing Users and Assigning Roles in Oracle Identity and Access Management

(6:20) Learn how Identity Domain Administrators manage users and assign predefined roles to users in Oracle Identity and Access Management (IAM).

For more information, see the documentation.

Related video:
Overview: Security and Roles in Oracle Cloud EPM

Managing Users and Assigning Roles in Oracle Cloud Identity Console video thumbnail

Managing Users and Assigning Roles in Oracle Cloud Identity Console

(5:40) Learn how Identity Domain Administrators manage users and assign predefined roles to users in Oracle Cloud Identity Console (IDCS).

For more information, see the documentation.

Related video:
Overview: Security and Roles in Oracle Cloud EPM

Overview: Cloud EPM Standard or Cloud EPM Enterprise video thumbnail

Overview: Cloud EPM Standard or Cloud EPM Enterprise

(4:14) This overview highlights the differences between the two EPM Cloud offerings: EPM Standard Cloud and EPM Enterprise Cloud.

For more information, see the documentation.

Related videos:
Tour of EPM Cloud
Tour of Planning in EPM Standard Cloud
Tour of Planning in EPM Enterprise Cloud

Best Practices for Designing Business Rules in Calculation Manager video thumbnail

Best Practices for Designing Business Rules in Calculation Manager

(5:02) This overview shows you how to build efficient, scalable business rules using Oracle Calculation Manager and covers best practices for building rules using templates and components. Optimize calculations, aggregations, FIX statements, SET commands, and perform diagnostics to improve performance.

For more information, see the documentation.

Related tutorials:
Gathering Design Documentation in Planning
Designing Applications in Planning
Setting Up Dimensions in Planning
Designing Forms in Planning

Troubleshooting Business Rules in Calculation Manager video thumbnail

Troubleshooting Business Rules in Calculation Manager

(4:13) This overview shows how to troubleshoot and optimize business rules in Oracle Cloud EPM with Calculation Manager, using Errors and Warnings, Debug, Log Messages, and Analyze Script to identify issues, verify logic, and enhance calculation performance.

For more information, see the documentation.

Setting Up Country By Country Reporting in Tax Reporting video thumbnail

Setting Up Country By Country Reporting in Tax Reporting

(6:38) Learn how to set up Country by Country Reporting in Tax Reporting. You learn how to enable the feature, set up CbCR Automation, create Connections between services, import the CbC Report Template in Narrative Reporting, and customize a Navigation Flow.

For more information, see the documentation.

Related overviews and tutorials:
Overview: Country by Country Reporting with Oracle EPM Cloud
Creating a Country By Country Report in Tax Reporting

Getting Started with Fusion Cloud EPM Digital Assistant video thumbnail

Getting Started with Fusion Cloud EPM Digital Assistant

(5:49) This overview shows how you can use EPM Digital Assistant with your Cloud EPM business process. You learn about the prerequisites for EPM Digital Assistant, the tasks you can perform, and how to enter questions and requests.

For more information, see the documentation.

Navigating with Dynamic Tabs video thumbnail

Navigating with Dynamic Tabs

(4:56) In this tutorial, you learn how to navigate with dynamic tabs to multi-task with different artifacts. With dynamic tabs, you can open related artifacts while keeping the original artifacts open.

For more information, see the documentation.

Creating Table, Spark, and Tile Charts in Dashboards 2.0 video thumbnail

Creating Table, Spark, and Tile Charts in Dashboards 2.0

(3:44) In this tutorial, you learn how to create a dashboard with multiple components in the Dashboard Designer for Dashboards 2.0. You create a dashboard with a table, a table with a spark chart, and a tile chart.

For more information, see the documentation.

Creating Geomaps in Dashboards 2.0 video thumbnail

Creating Geomaps in Dashboards 2.0

(5:10) learn how to download geography members for geomap charts, then import them into your dimension. You learn how to set up both data bubble and color highlight geomap charts.

For more information, see the documentation.

Creating Quick Analyses in Dashboards 2.0 video thumbnail

Creating Quick Analyses in Dashboards 2.0

(3:38) In this tutorial, you learn how to add quick analysis components to dashboards without having a prebuilt form. You learn how to create an ad hoc query in the Dashboard Designer and format the results by changing the dimension layout and applying visualizations.

For more information, see the documentation.

Creating Dashboards in Dashboards 2.0 video thumbnail

Creating Dashboards in Dashboards 2.0

(7:10) Learn how to create a dashboard with multiple components in the Dashboard Designer for Dashboards 2.0. You create a bar chart, a combination chart, a pyramid chart, a ring gauge with traffic-lighting, and a radar chart with bars. You also move and resize components and set general dashboard properties.

For more information, see the documentation.

Creating Waterfall Charts in Dashboards 2.0 video thumbnail

Creating Waterfall Charts in Dashboards 2.0

(4:30) Learn how to create waterfall charts to track the changes in a single account over time and to track how multiple accounts interact to produce a final total.

For more information, see the documentation.

Designing Dashboards 2.0 in EPM Cloud video thumbnail

Designing Dashboards 2.0 in EPM Cloud

(5:59) In this tutorial, you learn how to view and interact with dashboards, and how to open and work with the Dashboard Designer for Dashboards 2.0.

For more information, see the documentation.

Configuring Foreign Exchange Rate Overrides for NIBT and CbCR in Tax Reporting video thumbnail

Configuring Foreign Exchange Rate Overrides for NIBT and CbCR in Tax Reporting

(4:35) In this tutorial, you learn how to configure rate overrides for Net Income Before Tax (NIBT) and Country by Country Reporting (CbCR) Table 1 accounts. You learn how to configure account member properties and enter override rates for net income before tax accounts, and to enter override rates for country by country table 1 accounts.

For more information, see the documentation.

Related tutorials:
Configuring Foreign Exchange Rate and Amount Overrides for Historical Accounts in Tax Reporting
Configuring Foreign Currency Translation Rates in Tax Reporting
Performing Foreign Currency Translation in Tax Reporting

Configuring Foreign Exchange Rate and Amount Overrides for Historical Accounts in Tax Reporting video thumbnail

Configuring Foreign Exchange Rate and Amount Overrides for Historical Accounts in Tax Reporting

(3:38) In this tutorial, you learn how to configure rate and amount overrides for historical book accounts. You learn how to edit the member properties for historical accounts to use overrides, and to enter override rates and amounts.

For more information, see the documentation.

Related tutorials:
Configuring Foreign Exchange Rate Overrides for NIBT and CbCR in Tax Reporting
Configuring Foreign Currency Translation Rates in Tax Reporting
Performing Foreign Currency Translation in Tax Reporting

Configuring Foreign Currency Translation Rates in Tax Reporting video thumbnail

Configuring Foreign Currency Translation Rates in Tax Reporting

(5:47) In this tutorial, you learn how to configure foreign currency translation in Tax Reporting. You learn how to select the application currency, enter exchange rates, calculate triangulated exchange rates, and perform exchange rate rollovers.

For more information, see the documentation.

Related tutorials:
Configuring Foreign Exchange Rate and Amount Overrides for Historical Accounts in Tax Reporting
Configuring Foreign Exchange Rate Overrides for NIBT and CbCR in Tax Reporting
Performing Foreign Currency Translation in Tax Reporting

Overview: Broadening Your Capabilities in Smart View With Extensions video thumbnail

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.

Related overviews:
Overview: Introducing Smart View for Mac and Browser.

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

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.

Related video:
Overview: Broadening Your Capabilities With Extensions.

Overview: Security and Roles in Oracle Cloud EPM video thumbnail

Overview: Security and Roles in Oracle Cloud EPM

(3:51) For administrators, learn about security and roles in Cloud EPM Services, including single sign-on options, predefined roles, application roles, access control, and access permissions.

For more information, see the documentation.

Designing Navigation Flows in Cloud EPM video thumbnail

Designing Navigation Flows in Cloud EPM

(4:39) In this tutorial, you learn 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.

Related overview and tutorials:
Creating Applications in Planning
Modifying Dashboards and Navigation Flows in Planning
Creating Dashboards in Planning

Managing Valid Intersections in Cloud EPM video thumbnail

Managing Valid Intersections in Cloud EPM

(4:04) Learn how to define valid intersection rules that filter or restrict cell intersections during data entry or when selecting with runtime prompts.

For more information, see the documentation.

Capturing HTTPs Traffic for Smart View Using Fiddler video thumbnail

Capturing HTTPs Traffic for Smart View Using Fiddler

(2:55) Learn how to use Fiddler to capture http(s) traffic for Smart View. After installing and configuring Fiddler, you can use it to capture trace information in relation to your current Smart View issues.

For more information, see the documentation.

Creating Reports with Financial Reporting Web Studio video thumbnail

Creating Reports with Financial Reporting Web Studio

(4:30) In this tutorial, you learn how to create reports for the EPM Cloud platform with Financial Reporting Web Studio. This video uses Planning. 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.

Related tutorials:
Instantly Push Data for Reporting in Oracle Planning and Budgeting Cloud

Adding Report Objects in Cloud EPM video thumbnail

Adding Report Objects in Cloud EPM

(3:29) In this tutorial, you learn how to add text boxes and images to reports in Cloud EPM. You start with a report that already has a grid in it. You add a text box and then format the text. You add images to the report header, and you insert text functions into the report header to display specified information about the report.

For more information, see the documentation.

Creating Charts in Cloud EPM video thumbnail

Creating Charts in Cloud EPM

(4:12) In this tutorial, you learn how to create charts in Cloud EPM. You add charts and then set them up to visualize report data. You can base your chart off of an existing or new hidden grid. Then you can select the data to include in the chart. You can select the type of chart such as a pie chart or stacked bar chart, and select how the legend is displayed.

For more information, see the documentation.

Creating Reports in Cloud EPM video thumbnail

Creating Reports in Cloud EPM

(4:49) In this tutorial, you learn how to create a report in the Cloud EPM Platform. You’ll create a report, define the data source, and select the members you want to include. As you design, you can preview the report, adjust formatting, change grid properties, and save the report.

For more information, see the documentation.

Reporting in the new Cloud EPM Platform video thumbnail

Reporting in the new Cloud EPM Platform

(5:33) In this tutorial, you learn how to design reports using the new Reporting Solution in the Cloud EPM Platform. You can design reports with images, textboxes, charts, and grids. Insert formulas to calculate grid values and text functions to dynamically retrieve report and grid metadata. Apply robust reporting features such as zooming into levels, conditional formatting, and so on.

For more information, see the documentation.

Performing Foreign Currency Translation inTax Reporting video thumbnail

Performing Foreign Currency Translation inTax Reporting

(3:10) In this tutorial, you learn how to perform foreign currency translation in Tax Reporting. You learn how to translate local currency values to the parent currency and to reporting currencies.

For more information, see the documentation.

Related tutorials:
Configuring Foreign Exchange Rate and Amount Overrides for Historical Accounts in Tax Reporting
Configuring Foreign Exchange Rate Overrides for NIBT and CbCR in Tax Reporting
Configuring Foreign Currency Translation Rates in Tax Reporting

Creating a Country By Country Report in Tax Reporting video thumbnail

Creating a Country By Country Report in Tax Reporting

(6:15) This tutorial demonstrates how to create a Country by Country Report (CbCR) in Tax Reporting. You learn how to enter and consolidate CbCR data and how to translate entities to a reporting currency. You also learn how to publish and download the report in XML.

For more information, see the documentation.

Related overviews and tutorials:
Overview: Country by Country Reporting with Oracle EPM Cloud
Setting Up Country By Country Reporting in Tax Reporting

Overview: Country by Country Reporting with Oracle EPM Cloud video thumbnail

Overview: Country by Country Reporting with Oracle EPM Cloud

(6:17) In this overview we'll show you the highlights to comprehensively address all three tiers of the Country by Country Reporting (CbCR) requirements with the EPM Cloud. You'll learn about Tax Reporting's ability to address data collection and reporting for the CbCR template, and also see how EPRC provides greater efficiency and control when collaboratively preparing the Master and Local Files.

For more information, see the documentation.

Related tutorials:
Setting Up Country By Country Reporting in Tax Reporting
Creating a Country By Country Report in Tax Reporting

Configuring Temporary Differences in Tax Reporting video thumbnail

Configuring Temporary Differences in Tax Reporting

(6:29) This tutorial demonstrates how to add and configure national and regional temporary difference accounts in Tax Reporting.

For more information, see the documentation.

Related overviews and tutorials:
Overview: Configuring Tax Reporting
Configuring Permanent Differences in Tax Reporting

Configuring Permanent Differences in Tax Reporting video thumbnail

Configuring Permanent Differences in Tax Reporting

(5:51) This tutorial demonstrates how to add and configure National and Regional Permanent Difference Accounts in Tax Reporting.

For more information, see the documentation.

Related overviews and tutorials:
Overview: Configuring Tax Reporting
Configuring Temporary Differences in Tax Reporting

Exporting Metadata in Cloud EPM video thumbnail

Exporting Metadata in Cloud EPM

(3:19) Learn how to export metadata in Cloud EPM. 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 Cloud EPM video thumbnail

Importing Metadata in Cloud EPM

(4:06) Learn how to import metadata into Planning, Financial Consolidation and Close, Tax Reporting, Enterprise Profitability and Cost Management, and FreeForm. This tutorial shows you how to import metadata into Planning. Administrators can import dimension members to an application using a metadata flat file.

For more information, see the documentation.

Configuring Entities and Jurisdictions in Tax Reporting video thumbnail

Configuring Entities and Jurisdictions in Tax Reporting

(8:29) This tutorial demonstrates how to configure entities and jurisdictions in Tax Reporting. You learn how to enter jurisdictions and entities interactively using the Dimension Editor and SmartView, or in batch using Import.

For more information, see the documentation.

Related overviews:
Overview: Configuring Tax Reporting
Overview: Working With Metadata in Tax Reporting

Overview: Configuring Tax Reporting video thumbnail

Overview: Configuring Tax Reporting

(7:48) In this overview we'll show you the highlights of configuring Tax Reporting. You learn about the application dimensions and configuration and entry of income tax rates, consolidated tax rates, foreign exchange rates, and an overview of Tax Automation.

For more information, see the documentation.

Related tutorials:
Creating a Tax Reporting Application
Configuring Temporary Differences in Tax Reporting
Configuring Permanent Differences in Tax Reporting
Configuring Entities and Jurisdictions in Tax Reporting

Overview: Loading Data in Tax Reporting video thumbnail

Overview: Loading Data in Tax Reporting

(2:25) This overview demonstrates how to load and manage your data in a Tax Reporting application.

For more information, see the documentation.

Related videos:
Running and Updating Data Integrations
Setting Up Data Integrations

Creating a Tax Reporting Application video thumbnail

Creating a Tax Reporting Application

(4:57) In this tutorial, you learn how to create a Tax Reporting application in Oracle Cloud EPM. You learn how to select options for time periods and currency, and how to enable optional features..

For more information, see the documentation.

Related overviews:
Overview: Tour of Tax Reporting
Overview: Configuring Tax Reporting
Overview: Getting Started With Tax Reporting
Overview: Supplemental Data in Tax Reporting

Overview: Working With Metadata in Tax Reporting video thumbnail

Overview: Working With Metadata in Tax Reporting

(3:35) Watch this overview to learn about how to prepare your application by adding and configuring your dimensional metadata.

For more information, see the documentation.

Related video:
Configuring Entities and Jurisdictions

Reviewing Scripts in Cloud EPM video thumbnail

Reviewing Scripts in Cloud EPM

(2:58) Learn how you can switch view modes and navigate within the Calculation Manager script editor when editing business rules. Navigate using the search options and go-to line number feature. Edit scripts using text-wrapping and code-folding. Compare your scripts with the previously saved version.

For more information, see the documentation.

Reviewing Data Integration Use Cases: Common Scenarios video thumbnail

Reviewing Data Integration Use Cases: Common Scenarios

(4:10) Learn about the types of Data Integration tasks you can perform. With Data Integration you can perform integration tasks using an easy-to-navigate interface. This video is part of a series that showcases common data integration scenarios. In this first part of the series, see how you can use Data Integration to load a file to EPM, extract a file out of EPM, and pull balances from the Fusion GL and pull sub-ledger data from the Fusion GL.

For more information, see the documentation.

Reviewing Data Integration Use Cases: Extracting Data From External Sources video thumbnail

Reviewing Data Integration Use Cases: Extracting Data From External Sources

(3:44) Learn about the types of Data Integration tasks you can perform. With Data Integration you can perform integration tasks using an easy-to-navigate interface. This video is part of a series that showcases data integration scenarios. In this second part of the series, see how you can use Data Integration to pull from a sub-ledger using a BI Publisher report and load to Account Reconciliation. You also pull directly out of an Oracle database using the Data Integration agent.

For more information, see the documentation.

Reviewing Data Integration Use Cases: Performing a High Volume Write Back video thumbnail

Reviewing Data Integration Use Cases: Performing a High Volume Write Back

(3:52) Learn about the types of Data Integration tasks you can perform. With Data Integration you can perform integration tasks using an easy-to-navigate interface. This video is part of a series that showcases data integration scenarios. In this third part of the series, see how you can use Data Integration to extract data from EPM, create a file with that extracted data and use SQL loader to perform a high volume data load.

For more information, see the documentation.

Reviewing Data Integration Use Cases: Calling a Groovy Rule to Load Data video thumbnail

Reviewing Data Integration Use Cases: Calling a Groovy Rule to Load Data

(3:53) Learn about the types of Data Integration tasks you can perform. With Data Integration you can perform integration tasks using an easy-to-navigate interface. This video is part of a series that showcases data integration scenarios. In this fourth part of the series, see how to call a Groovy rule from a pipeline.

For more information, see the documentation.

Overview: Supplemental Data video thumbnail

Overview: Supplemental Data

(5:16) Get started with supplemental data in Financial Consolidation and Close.

For more information, see the documentation.

Related videos:
Managing Supplemental Data using Smart View
Creating Supplemental Data Forms and Entering Data
Configuring Supplemental Data Workflow

Managing Supplemental Data using Smart View video thumbnail

Managing Supplemental Data using Smart View

(3:02) Learn how to create a Smart View connection for Supplemental Data Manager, and then enter and manage supplemental data using Smart View in Microsoft Excel for Oracle Financial Consolidation and Close and Tax Reporting.

For more information, see the documentation.

Related videos:
Creating Data Sets
Creating Supplemental Data Forms and Entering Data
Configuring Supplemental Data Workflow

Configuring Supplemental Data Workflow video thumbnail

Configuring Supplemental Data Workflow

(3:57) Learn how to configure and use Supplemental Data Workflow in Financial Consolidation and Close. You learn how to schedule data collection, select workflow activities, assign user to activities, and perform activities.

For more information, see the documentation.

Related videos:
Creating Data Sets
Managing Supplemental Data using Smart View
Creating Supplemental Data Forms and Entering Data

Creating Supplemental Data Forms and Entering Data video thumbnail

Creating Supplemental Data Forms and Entering Data

(7:58) Learn how to create supplemental data forms and enter data in Financial Consolidation and Close and Tax Reporting business processes. You learn how to create form templates, deploy templates to create forms, and enter data in forms.

For more information, see the documentation.

Related videos:
Creating Data Sets
Managing Supplemental Data using Smart View
Configuring Supplemental Data Workflow

Creating Collections For Supplemental Data video thumbnail

Creating Collections For Supplemental Data

(5:19) Learn how to create collections for supplemental data in Financial Consolidation and Close. Collections define a set of related attributes required for the data collection process. You learn how to add attributes from dimensions and create custom attributes.

For more information, see the documentation.

Related videos:
Overview: Supplemental Data
Configuring Supplemental Data Workflow
Creating Supplemental Data Forms and Entering Data

Running and Updating Data Integrations in Tax Reporting video thumbnail

Running and Updating Data Integrations in Tax Reporting

(3:20) This tutorial demonstrates how to run and update data integrations in Tax Reporting.

For more information, see the documentation.

Related overviews and tutorials:
Overview: Loading Data in Tax Reporting
Setting Up Data Integrations in Tax Reporting

Setting Up Data Integrations in Tax Reporting video thumbnail

Setting Up Data Integrations in Tax Reporting

(6:52) This tutorial demonstrates how to set up data integrations. You learn how to create import formats and locations, define period and category mapping, map dimension members, and create and run data load rules.

For more information, see the documentation.

Related overviews and tutorials:
Overview: Integrated EPM Business Process Flows
Overview: Loading Data in Tax Reporting
Running and Updating Data Integrations in Tax Reporting

Setting Up Smart View for Oracle Cloud EPM video thumbnail

Setting Up Smart View for Oracle Cloud EPM

(7:02) In this tutorial, you learn how to install Oracle Smart View for Office, how to create connections to data sources, and how to install data source-specific extensions.

For more information, see the documentation.

Related video:
Getting Started With Report Packages in Smart View for Office

Introducing Smart View for Google Workspace video thumbnail

Introducing Smart View for Google Workspace

(2:52) Learn how Smart View for Google Workspace enables Cloud EPM users to access Cloud EPM data, work on forms, and perform ad hoc analysis in Google Sheets.

For more information, see the documentation.

Introduction to Forms 2.0 in Cloud EPM video thumbnail

Introduction to Forms 2.0 in Cloud EPM

(4:23) This video introduces you to the new features and functionality in Forms 2.0 in Cloud EPM. You’ll learn about the new technology underpinning the new grids and the new application-level setting to enable the functionality. In the demonstrations, you’ll notice more vertical spacing, faster cell-to-cell navigation, and the quick scrolling across the data grid. You’ll also notice these usability improvements: reduced clicks and removed popups, clean new icons and dialogs, POV dropdown and selection and Search, tree-based member selector and search, built in line-item detail, and wizard-based Run Time Prompt Rule Drawers.

For more information, see the documentation.

Setting Up Smart View for Google Workspace video thumbnail

Setting Up Smart View for Google Workspace

(4:13) In this tutorial, you learn how to set up Smart View for Google Workspace and enable Cloud EPM users to access Cloud EPM data, work on forms, and perform adhoc analysis in Google Sheets.

For more information, see the documentation.

New Features in Dashboards 2.0 in Cloud EPM (Nov 2023) video thumbnail

New Features in Dashboards 2.0 in Cloud EPM (Nov 2023)

(4:39) This overview introduces you to the new features and functionality in runtime Dashboards 2.0 in Cloud EPM. You’ll see how you can use the new chart type of Grid to enable interaction with grids inside of dashboards. With this new chart type, you can update cell values, run rules, and save changes, thus facilitating write-back from dashboards.

Overview: Introducing Smart View for Office Mac and Browser video thumbnail

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.

Related video:
Overview: Submitting Data With Smart View.

Performing Enhanced Ad Hoc Analysis in Smart View Standard Mode video thumbnail

Performing Enhanced Ad Hoc Analysis in Smart View Standard Mode

(3:51) In this tutorial, you learn how Smart View Ad Hoc Standard mode offers enhanced Essbase parity features unavailable in Native mode, providing closer alignment with classic Essbase Ad Hoc grid behaviors in Oracle EPM Cloud. First, you learn how to enable Standard mode and use cell-based POV displays, submit data with automatic refresh, and work in free-form mode. Then, you learn how to save and share Ad Hoc grids across platforms, create multi-grid analyses, perform multiple-cell selections, and use advanced zoom options like Sibling Level and Same Generation. Finally, you see how to display member names with aliases, identify invalid members for troubleshooting, and use the "Refresh Saved Sheet as is" option to preserve external changes.

For more information, see the documentation.

Applying Design Time Formatting in Smart View video thumbnail

Applying Design Time Formatting in Smart View

(3:24) In this tutorial, learn about the Design Time Formatting (DTF) options in Smart View, and review the differences when applying options. You learn about the order of precedence for all rules and cell styles. You launch the form in Smart View and review how the different styles appear at runtime. You also see how to disable Cell Styles and clear the Excel formatting in a form.

For more information, see the documentation.

Creating Basic Ad Hoc Reports in Smart View video thumbnail

Creating Basic Ad Hoc Reports in Smart View

(5:21) In this tutorial, you’ll learn how to use Ad Hoc analysis in Oracle Smart View to analyze data and build reports by working with the POV, selecting members, pivoting dimensions, zooming, and customizing your grids.

For more information, see the documentation.

Related video:
Creating Advanced Ad Hoc Reports in Smart View

Performing New EPM Grid Operations video thumbnail

Performing New EPM Grid Operations

(4:48) In this tutorial, you learn how to perform EPM grid operations such as entering line item details, comments, attachments, sorting and filtering grid members, adjusting grid data and using shortcut keys. You can use EPM grids, or ad hoc grids, to personalize focused data slices that you frequently use for analysis.

For more information, see the documentation.

Creating Ad Hoc Grids video thumbnail

Creating Ad Hoc Grids

(4:15) In this tutorial, you learn how to create ad hoc grids in Planning using forms, cubes, and dashboards. You can use ad hoc grids to personalize focused data slices that you frequently use for analysis.

For more information, see the documentation.

Designing Ad hoc Grids video thumbnail

Designing Ad hoc Grids

(3:04) In this tutorial, you learn how to perform ad hoc operations such as selecting members, moving dimensions, and saving grid data and definition. You can use ad hoc grids to personalize focused data slices that you frequently use for analysis.

For more information, see the documentation.

Working with Flex Forms in Fusion Cloud EPM video thumbnail

Working with Flex Forms in Fusion Cloud EPM

(4:59) In this tutorial, you learn how to set up and work with flex forms. Flex forms combine robust functionality between forms, ad hoc, and Oracle Smart View for Excel to quickly display, reorder, or hide members you want to work with. With flex forms, you can rearrange, sort, and insert valid row and column members or aliases that were specified in the original form definition, and sort or move rows while preserving form properties and features. Flex forms are supported in Planning, Financial Consolidation and Close, Enterprise Profitability and Cost Management, and Tax Reporting.

For more information, see the documentation.

Managing Data Using Smart View in Tax Reporting video thumbnail

Managing Data Using Smart View in Tax Reporting

(7:38) This tutorial demonstrates how to manage data using Smart View in Tax Reporting. You learn how to create connections in Smart View, to enter data in Tax Reporting forms, translate, and consolidate. You learn how to enter supplemental data in data sets and post supplemental data to Tax Reporting.

For more information, see the documentation.

Related overview:
Overview: Getting Started With Tax Reporting

Overview: Submitting Data With Smart View video thumbnail

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.

Related video:
Overview: Smart View for Mac and Browser.

Adding Excel Formulas in Cloud EPM video thumbnail

Adding Excel Formulas in Cloud EPM

(3:47) Learn how to write business calculations using Excel formulas in Financial Consolidation and Close, FreeForm, Planning, and Tax Reporting. This tutorial shows you how to write business calculations using Excel formulas in Planning. You learn how to add Excel formulas and functions that quickly calculate data in Smart Forms, without adding members or using Essbase calculations.

For more information, see the documentation.

Entering and Saving Data in Cloud EPM video thumbnail

Entering and Saving Data in Cloud EPM

(3:54) Learn how to enter and save data on forms. You navigate to forms and review the sections of forms, and review cell conditions indicated with specified colors. You enter supporting detail, and numeric data. You enable autosave on a form, and then see how data is saved, and aggregated when you enter data, and navigate away from that data entry cell. You navigate by using short cut keys and you enter other types of data such as a date, and by selecting a Smart List value.

For more information, see the documentation.

Overview: Embedding Content Using Direct Links video thumbnail

Overview: Embedding Content Using Direct Links

(5:03) Use direct links to embed ERP-EPM Cloud, Sales Planning Cloud and Strategic Workforce Planning Cloud artifacts in other source system pages. This enhances your existing processes with functionally-tailored workflow, forms, grids, reports, and dashboards and provides seamless cross-system interaction from a unified interface.

For more information, see the documentation.

Overview: Integrating Oracle Cloud ERP with Oracle Cloud EPM video thumbnail

Overview: Integrating Oracle Cloud ERP with Oracle Cloud EPM

(4:40) For administrators, this overview highlights the requirements and tasks you need to complete when integrating Oracle Fusion Cloud ERP with Oracle Cloud EPM using prepackaged extracts.

For more information, see the documentation.

Overview: Drill Through to the Fusion General Ledger video thumbnail

Overview: Drill Through to the Fusion General Ledger

(2:14) This overview shows you the highlights of drilling through to the Fusion General Ledger from the Cloud.

For more information, see the documentation.

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Overview: Drill Through to the PeopleSoft General Ledger video thumbnail

Overview: Drill Through to the PeopleSoft General Ledger

(2:07) This overview shows you how to drill through to the PeopleSoft General Ledger from Oracle Cloud EPM.

For more information, see the documentation.

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Drill Through to the Fusion General Ledger
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Overview: Drill Through to the Oracle E-Business Suite video thumbnail

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 Oracle Cloud EPM.

For more information, see the documentation.

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Drill Through to the Fusion General Ledger
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Overview: Drill Down to JD Edwards video thumbnail

Overview: Drill Down to JD Edwards

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

For more information, see the documentation.

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Drill Through to the Fusion General Ledger
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Overview: Drilling Through to the SAP® General Ledger in Cloud EPM video thumbnail

Overview: Drilling Through to the SAP® General Ledger in Cloud EPM

(1:54) This overview shows you how to drill through to the SAP® General Ledger. After loading data into your Oracle Cloud EPM application from your source SAP® General Ledger using Data Integration, you can drill through the source SAP® system using a URL with parameters.

For more information, see the documentation.

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

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: Integrating EPM Cloud and NETSuite Using Data Management video thumbnail

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.

Overview: Leveraging Source System Data Using the EPM Integration Agent video thumbnail

Overview: Leveraging Source System Data Using the EPM Integration Agent

(3:48) This overview orients you with the EPM Integration Agent, a lightweight utility that enables you to extract and transform on-premises and third-party source system data for use in Planning, Tax Reporting, Account Reconciliation, and Financial Consolidation and Close. You’ll learn about supported connection modes and source systems, review core capabilities and configuration steps, and see how integrations are executed and monitored.

For more information, see the documentation.

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Overview: Configure Navigation Flows to Integrate Business Processes video thumbnail

Overview: Configure Navigation Flows to Integrate Business Processes

(3:51) This video describes how Administrators can optimize the home pages of different business users whose activities span business processes by defining custom navigation flows and infolets.This tailors a user’s home page given their responsibilities, giving them rapid access to the capabilities and artifacts that they use the most for optimal efficiency.

For more information, see the documentation.

Overview: User Assistance Assets for EPM Cloud video thumbnail

Overview: 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.

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

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

(3:45) Learn about the information that Support needs you to submit using Provide Feedback.

For more information, see the documentation.

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

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

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

(4:00) Learn how to gather the information Support needs using Provide Feedback and then create an effective service request.

For more information, see the documentation.

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Overview: Get Answers, Learn More, and Stay Current With the Help Center video thumbnail

Overview: Get Answers, Learn More, and Stay Current With the Help Center

(5:20) Identifies the different ways you can get situation-specific help with Oracle Cloud Applications. In addition to embedded, context sensitive help in the product, visit the Help Center for functionally-tailored documentation, training, tasks, videos and tutorials and readiness resources.

For more information, see the documentation.

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Overview: Navigating Tasks in EPM Task Manager video thumbnail

Overview: Navigating Tasks in EPM Task Manager

(2:58) This overview highlights the features of EPM Task Manager by navigating through the sections of a task. Task Manager helps you define, execute, and report on the interdependent activities of a business process.

For more information, see the documentation.

Overview: Task Manager in Cloud EPM video thumbnail

Overview: Task Manager in Cloud EPM

(4:43) This overview highlights the features of EPM Task Manager, common terms used, and a typical EPM Task Manager process flow. EPM Task Manager helps you define, execute, and report on the interdependent activities of a business process. It provides centralized monitoring of all tasks, as well as a visible, automated, and repeatable system of record for running a business process.

For more information, see the documentation.

Overview: Managing Your Business Process Using Task Manager video thumbnail

Overview: Managing Your Business Process Using Task Manager

(4:54) This overview highlights managing the close process. Use Close Manager to define and manage your cross-system integrations, templates, schedules, and tasks.

For more information, see the documentation.

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Creating Tasks in Task Manager video thumbnail

Creating Tasks in Task Manager

(7:05) Learn how to create tasks in Task Manager. You learn how to set up workflow, add attributes and questions, define predecessors, and import tasks.

For more information, see the documentation.

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Managing Tasks Using Smart View video thumbnail

Managing Tasks Using Smart View

(2:44) Learn how to create a Smart View connection and how to update, submit, and approve tasks using Oracle Smart View for Office.

For more information, see the documentation.

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Creating Templates in Task Manager video thumbnail

Creating Templates in Task Manager

(3:34) Learn how to create templates for schedules in Task Manager. You learn how to set up the close calendar, add instructions and viewers, add embedded templates, and create rules.

For more information, see the documentation.

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Creating Schedules in Task Manager video thumbnail

Creating Schedules in Task Manager

(3:20) Learn how to create schedules in Task Manager. You learn how to map template days to calendar dates, update predecessor task links, and override tasks parameters.

For more information, see the documentation.

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Managing Task Manager Integrations video thumbnail

Managing Task Manager Integrations

(4:50) Learn how to use Task Manager integrations to automate tasks across EPM Cloud business processes and external applications. You create integrations and integration task types in Task Manager for EPM Cloud business processes, and add integration tasks to Task Manager schedules.

For more information, see the documentation.

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Overview: EPM Center of Excellence video thumbnail

Overview: EPM Center of Excellence

(4:23) Learn what a Cloud EPM Center of Excellence is, and what the key benefits of creating one are to your organization, supporting your cloud adoption and sharing of best practices, and driving business process transformation.

For more information, see the documentation.

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Creating an EPM Center of Excellence

Creating an EPM Center of Excellence video thumbnail

Creating an EPM Center of Excellence

(6:30) Every journey to the cloud is different, and implementation strategies for Cloud EPM vary. Learn how to create an EPM Center of Excellence in stages. These stages contain general guidelines that you can adapt to your organization’s needs so you can start small and grow organically.

For more information, see the documentation.

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Generating Dynamic Predictions and Insights in Cloud EPM video thumbnail

Generating Dynamic Predictions and Insights in Cloud EPM

(4:36) In this tutorial, you learn how you can generate dynamic parent-level or any level predictions and insights to provide more accurate data analysis when subcategory data may be missing or inconsistent. Generate predictions and insights at a higher, aggregated level – whether it's a parent, a department, or any level in your hierarchy, to improve planning and forecasting accuracy.

For more information, see the documentation.

Summarizing Insights with Generative AI in Cloud EPM video thumbnail

Summarizing Insights with Generative AI in Cloud EPM

(3:26) Learn how you can utilize the power of Generative AI to generate Insight Summaries. You can use Insight Summaries in your reports and presentations to provide meaningful analysis of your financial performance.

For more information, see the documentation.

Overview: Insights in Cloud EPM video thumbnail

Overview: Insights in Cloud EPM

(4:31) This overview introduces you to Insights. Insights empowers finance and operational users with data science optimized for multidimensional planning and forecasting use cases. Insights analyzes historical and predicted data, helping you identify meaningful patterns that may not be apparent through manual review. You can then evaluate those insights and take appropriate action.

For more information, see the documentation.

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