G Planning Best Practices
Use these best practices for Planning.
This table provides links to the best practices mentioned in this guide.
| Category | Best Practice For | See this Section |
|---|---|---|
|
EPM Center of Excellence |
Creating and running an EPM Center of Excellence |
|
|
Planning Application Design |
Designing your application |
|
|
Application Launch |
Resolving login issues |
Resolving Login Issues in Oracle Enterprise Performance Management Cloud Operations Guide |
|
Down Environments |
Resolving issues with environments that are down |
Dealing with Down Environments in Oracle Enterprise Performance Management Cloud Operations Guide |
|
Dynamic Tabs |
Using dynamic tabs |
Using Dynamic Tabs in Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators |
|
Application Interface |
Using the Planning interface |
|
|
FreeForm App Creation |
Creating FreeForm apps |
|
|
Cube Optimization |
Improving cube performance |
|
|
Data Export |
Resolving issues if you get an Oracle Essbase query limit error when exporting a large number of data cells from ASO cubes |
Handling Issues Related to Large Data Export from ASO Cubes in Oracle Enterprise Performance Management Cloud Operations Guide |
|
Application Database Refresh |
Resolving database refresh issues |
Troubleshooting Database Refresh Issues in Oracle Enterprise Performance Management Cloud Operations Guide |
|
Planning Application Conversion |
Converting a Standard or Reporting Application to an Enterprise Application |
|
|
Daily Maintenance |
Deciding whether to perform a complete export during the daily maintenance process or to create an application backup |
Exporting Smart List Textual Data During Daily Maintenance for Incremental Data Import in Oracle Enterprise Performance Management Cloud Operations Guide |
|
Connecting Environments |
Connecting EPM Cloud environments and migrating EPM Cloud connections |
|
|
Navigation Flows |
Designing navigation flows and handling issues with navigation flows in connected environments |
|
|
Dashboards Containing Master Forms |
Designing dashboards with master forms and target objects |
|
|
Dashboards 2.0 POV Bar |
Using POV bars in Dashboards 2.0 |
|
|
Dynamic Calc |
Adding children under a dynamic calc parent |
|
|
IPM Insights |
Leveraging the benefits of IPM Insights and Auto Predict and designing the slice for Insights |
|
|
Configuring IPM: Bring Your Own ML |
Importing a fully trained Machine Learning (ML) model and deploying it to a Planning application |
|
|
Auto Predict |
Using Auto Predict |
|
|
Aliases |
Assigning aliases to dimension members |
|
|
Dynamic Members |
Removing dynamic members |
|
|
Period Dimensions |
Creating an alternate hierarchy in the Period dimension |
Considerations for Alternate Hierarchies in Period Dimensions |
|
Form Design |
Designing forms and resolving form functional and performance issues |
|
|
Smart Push |
Resolving issues with Smart Push |
Resolving Issues with Smart Push in Oracle Enterprise Performance Management Cloud Operations Guide |
|
Rules Design |
Designing rules to avoid common execution errors and optimizing slow rules |
Troubleshooting Business Rule Errors and Performance in Oracle Enterprise Performance Management Cloud Operations Guide |
|
Groovy Rules |
Implementing and using Groovy rules and using Groovy rules to calculate data on forms |
|
|
Groovy Rules and Smart Push |
Using Groovy rules and Smart Push to move modified data into a reporting cube |
|
|
Task Manager |
Switching to Task Manager |
|
|
Task Manager: Setting Schedule Status |
Manage the schedule lifecycle by setting the schedule status in Task Manager |
|
|
Approval Unit Promotional Path Data Validation Rules |
Designing rules that affect the approval unit promotional path |
Design Considerations for Approval Unit Promotional Path Data Validation Rules |