Oracle EPM Tax Reporting

Videos

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 Tutorial:
Creating a Tax Reporting Application.

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.

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.

Overview: Performance Testing With The EPM Automate Replay Command

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

For more information, see the documentation.

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.

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.

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.

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.

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

(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.

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

(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 Geomaps in Dashboards 2.0

(5:10) In this tutorial, you 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 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 Dashboards in Dashboards 2.0

(7:10) In this tutorial, you 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 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 Waterfall Charts in Dashboards 2.0

(4:30) In this tutorial, you 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

(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

(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.

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.

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.

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.

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

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

For more information, see the documentation.

Overview: 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.

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.

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.

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

(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

(5:15) In this tutorial, you learn how to create reports in the Cloud EPM Platform. You can start by creating a folder in the Library, create a report, define the data source, and select members. You can preview the report while you design it, format it, make changes to grid properties, and save the report.

For more information, see the documentation.

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

(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.

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.

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.

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.

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.

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

(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

(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.

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.

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.

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.

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 tutorials:
Configuring Entities and Jurisdictions

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.

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.

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.

Creating Supplemental Data Forms and Entering Data in Financial Consolidation and Close

(7:58) In this tutorial, you 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.

Overview: Supplemental Data

(5:16) This overview will help you get started with supplemental data in Financial Consolidation and Close.

For more information, see the documentation.

Overview: Introducing Smart View for Office Mac and Browser

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

For more information, see the documentation.

Related overviews:

Overview: Submitting Data With Smart View.

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.

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.

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

(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

(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

(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

(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.

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 overviews:
Overview: Smart View for Mac and Browser.

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

(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: Managing Your Business Process Using Task Manager

(4:54) In this overview, we’ll show you the highlights of 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.

Creating Tasks in Task Manager

(7:05) In this tutorial, you 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.

Managing Close Tasks Using Smart View

(3:25) In this tutorial, you learn how to create a Smart View connection for close tasks. You learn how to update task information, submit tasks, and approve tasks using Smart View in Financial Consolidation and Close.

For more information, see the documentation.

Creating Templates in Task Manager

(3:34) In this tutorial, you 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.

Creating Schedules in Task Manager

(3:20) In this tutorial, you 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.

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.

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.

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.

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.

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

(3:24) 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

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

For more information, see the documentation.

Overview: Drill Through to the PeopleSoft General Ledger

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

For more information, see the documentation.

Overview: Drill Through to the Oracle E-Business Suite

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

For more information, see the documentation.

Overview: Drill Down to JD Edwards

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

For more information, see the documentation.

Overview: 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.

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

(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 with the EPM Integration Agent

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

For more information, see the documentation.

Overview: Configure Navigation Flows to Integrate Business Processes

(3:51) 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.

Oracle EPM Cloud Today: The Four Must Haves of a Financial Close Solution Featuring Rich Wilkie

(9:30) Season 1 - Episode 5
Rich Wilkie talks about four attributes key to streamlined financial close; flexibility, depth and breadth, why being owned and maintained by finance is important, and emerging technologies.

Related in series:

Emerging Technologies in EPM Cloud Featuring Marc Seewald
Migrating to Oracle EPM Cloud Featuring Matt Bradley
Managing Enterprise Data Featuring Rahul Kamath
EPM Cloud as a Suite Featuring Hari Sankar

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

(13:18)

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

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

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

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

(13:10)

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

Oracle EPM Cloud Today Managing Enterprise Data Featuring Rahul Kamath

(11:56) Season 1 Episode 4: Rahul Kamath will be talking about Enterprise Data Management. He'll talk about how it differs from traditional master data management, and what makes Enterprise Data Management unique.

Related in series:

Emerging Technologies in EPM Cloud Featuring Marc Seewald
Migrating to Oracle EPM Cloud Featuring Matt Bradley
EPM Cloud as a Suite Featuring Hari Sankar

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.

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.

Related video:
Overview: EPM Center of Excellence

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