(24B) Oracle Planning: تطبيق LVC

Introduction to Planning

• Objectives
• Agenda: Day 1
• Agenda: Day 2
• Agenda: Day 3
• Agenda: Day 4
• Lesson 1: Objectives
• Oracle Planning: Overview
• EPM Cloud Services
• Planning Modules
• Planning Clients and Tools
• Creating FreeForm Applications
• Data Exchange
• Planning Business Process
• Planning Business Case
• Accessing the Planning Environment
• Summary
• Practice 1

Navigating Planning

• Objectives
• Logging In to Planning
• Planning Home Page
• Exploring the Navigator Menu
• Application Cluster
• Reviewing Application Properties
• Reviewing Application Settings
• Valid Intersections: Overview
• Invalid Intersections
• Cell Level Security
• Data Integration
• Data Maps
• Managing Jobs
• Data Entry: Overview
• Business Rules: Overview
• Setting Up User Preferences
• Managing Connections
• Summary
• Practice 2

Setting Up Planning

• Objectives
• Oracle EPM Cloud Services
• EPM Standard Cloud Service Landing Page
• EPM Enterprise Cloud Service Landing Page
• Planning Business Process: Overview
• FreeForm Applications
• Features of Multi-Cube FreeForm Applications
• Creating a New Application: General
• Creating a New Application: Details
• Creating a New Application: Customize
• Calendar Structure
• Currency Specifications
• Customizing Cube Names and Enabling Sandboxes
• Planning Dimensions
• Required Dimensions
• User-Defined Dimensions
• Dimension Hierarchies: Genealogy
• Dimension Hierarchies: Generations and Levels
• Drilldown Process
• Hierarchy Aggregations
• Dimensions and Metadata
• Cubes: Overview
• Cube Types
• Number of Custom Cubes in Each Application
• Managing Cubes
• Summary
• Practice 3

Managing Dimensions

• Objectives
• Dimension Hierarchies
• Performance Settings and Data Type Evaluation Order
• Managing Dimensions
• Creating Dimensions
• Modifying Dimension Properties
• Dimension Properties
• Managing Members
• Property Value Inheritance
• Alternate Hierarchies
• Deleting Members
• Finding Members
• Sorting Members
• Summary
• Practice 4

Setting Up Dimensions

• Objectives
• Customizing Time Periods
• Setting Up Dynamic Time Series
• Year and Period Dimensions
• Scenarios and Versions
• Creating Scenarios
• Creating Versions
• Entities
• Entity Members and Cubes
• Currency Values for Entities
• Adding Entities
• Accounts
• Account Types
• Time Balance Properties
• Saved Assumptions
• Data Types and Exchange Rate Types
• Adding Accounts
• Aggregating Accounts
• Creating Aliases
• Summary
• Practice 5

Importing and Exporting Metadata

• Objectives
• Metadata Import/Export: Overview
• Metadata Import File Structure
• Loading the Import File
• Importing Metadata with Jobs
• Scheduling Jobs to Import Metadata
• Exporting Metadata: Creating Exports
• Creating Jobs to Export Metadata
• Scheduling Jobs to Export Metadata
• Summary
• Practice 6

Setting Up User-Defined Elements

• Objectives
• Creating Member Formulas
• Attribute Dimensions
• Creating Attributes
• Assigning Attribute Values
• Adding User-Defined Attributes
• Managing Substitution Variables
• Managing User Variables
• Smart Lists: Overview
• Creating Smart Lists
• Associating Smart Lists with Members
• Forms and Smart Lists
• Summary
• Practice 7

Loading and Calculating Data

• Objectives
• Data Load Options
• Managing Planning Data
• Setting Up the Load File
• Importing Data
• Importing Exchange Rates
• Validating Data Imports
• Scheduling Data Imports
• Exporting Data
• Scheduling Data Exports
• Data Synchronization
• Data Calculations
• Member Rollups
• Member Formulas
• Business Rules: Overview
• Summary
• Practice 8

Setting Up Planning Security

• Objectives
• Planning Security: Overview
• User Authentication and Global Roles
• Planning Roles in Oracle Identity Management
• Managing Users in Oracle Identity Manager
• Data and Artifact Security
• User and Group Security
• Groups: Overview
• Managing Users
• Assigning Roles to Planning Users and Groups
• Exporting Users and Groups
• Importing Users and Groups
• Generating Provisioning Reports
• Assigning Access Permissions
• Dimension Security
• Inheritance Options
• Precedence and Inheritance of Access Permissions
• Reporting on Access Permissions
• Valid Intersections
• Valid Intersection Group
• Valid Intersections Rules
• Invalid Data and Invalid Intersection Reports
• Cell-Level Security
• Creating Cell-Level Security Definition
• Summary
• Practice 9

Creating Forms

• Objectives
• Forms: Overview
• Form Components
• Form Design Considerations
• Designing Forms
• Setting Up the Form Layout
• Setting Up Properties
• Form Display, Smart View, and Printing Options
• Selecting Members
• Setting Up Other Options
• Assigning Business Rules
• Setting Up Smart Push
• Creating Rolling Forecasts
• Modifying Rolling Forecast Variables
• Creating Formula Rows and Columns
• Creating Menus
• Building Validation Rules
• Processing Cells for Data Validation
• Exporting and Importing Forms
• Summary
• Practice 10

Creating Dashboards and Infolets

• Objectives
• Dashboards
• Viewing Dashboards
• Dashboard Versions
• Designing Dashboards (1.0)
• Dashboards: Master Forms and Details
• Design Consideration for Dashboards (1.0)
• Designing Dashboards (2.0)
• Dashboard 2.0: Quick Analysis
• Designing Infolets
• Viewing Infolets from the Home Page
• Exporting and Importing Dashboards and Infolets
• Summary
• Practice 11

Managing Business Rules

• Objectives
• Business Rules:Overview
• Calculation Manager: Overview
• Business Rule Creation Process
• Determining Calculation Requirements
• Launching Calculation Manager
• Rule Components
• Formula Components
• Variables
• Script, Condition, and Loop Components
• Templates: Overview
• Setting Up the Clear Data Template
• Setting Up the Copy Data Template
• Setting Up the Amount-Unit-Rate Template
• Setting up The Allocate – Level to Level Template
• Setting Up the Allocation Template
• Setting Up the Aggregation Template
• Setting Up the Currency Conversion Template
• SET Commands Template
• Creating Custom-Defined Templates
• Creating Business Rules and Rulesets
• Validating and Deploying Rules
• Assigning Business Rule Security
• Launching Business Rules from Forms
• Launching Business Rules from Task Lists
• Launching Business Rules from the Rules Card
• Summary
• Practice 12

Setting Up Groovy Rules

• Objectives
• Groovy Overview
• Groovy in EPM Cloud
• Creating Groovy Business Rules
• Groovy Script Basics
• Summary
• Practice 13

Entering Planning Data

• Objectives
• Forms: Overview
• Navigation Keys
• Navigating Forms with Menus
• Visual Cues in Forms
• Viewing Member Formulas
• Viewing Consolidation Operators
• Identifying Date Fields, Text Fields, and Smart Lists
• Data Actions
• Editing Data
• Adding Details to Plan Data
• Adding Comments
• Adding Supporting Detail
• Adding Attachments
• Adjusting Data
• Adjusting Data with Quick Commands
• Spreading Data
• Spreading Data by Using Grid Spread
• Spreading Data by Using Mass Allocate
• Filtering Data
• Sorting Data
• Formatting Members and Data
• Submitting and Calculating Data
• Saving and Refreshing Data
• Pushing Data
• Performing Ad Hoc Actions
• Creating an Ad Hoc Grid
• Ad Hoc Grid Properties
• Ad Hoc Options
• Summary
• Practice 14

Reporting on Cloud EPM Data

• Lesson Objectives 15-2
• Cloud EPM Reports Overview 15-3
• Design Features 15-4
• Considerations 15-5
• Navigating Reports 15-6
• Report Security 15-7
• Designing Reports 15-8
• About Connections and Data Sources 15-12
• Report Components and Objects 15-13
• Creating Reports 15-15
• Report and Object Properties 15-16
• General Properties 15-17
• Layout Properties 15-18
• Report Designer Layout 15-20
• About the Report Data Point of View 15-21
• Adding Report Sheets 15-22
• Inserting Report Objects 15-23
• Adding Text Boxes 15-24
• Inserting Text Functions 15-25
• Inserting Images 15-26
• Adding Grids 15-27
• Grid Designer 15-228
• Setting the Grid POV 15-29
• Managing Grid Rows and Columns 15-31
• Grouping Data and Non-Data Segments 15-33
• Formulas and Calculations in Grids 15-35
• Conditional Formatting, Text, and Suppression 15-36
• Zoom and Drill to Content 15-39
• Drilling Through to the Source 15-41
• Adding Charts 15-42
• Chart Designer 15-43
• About Shared Report and Objects 15-45
• Considerations for Shared Reports and Objects 15-48
• Managing Report Objects 15-50
• Correcting Report Errors 15-52
• Viewing Reports 15-53
• About Books 15-54
• About Bursting 15-55
• Migrating Financial Reports 15-56
• Summary 15-58

Managing Approvals

• Objectives
• Approval Management Features
• Approval Process Overview
• Approval Setup Workflow
• Enable Dimension Members for Approval
• Approval Unit
• Approval Unit Hierarchies
• Creating Approval Unit Hierarchy
• Approval Groups
• Phased Approvals
• Defining Approval Groups
• Assign Approval Groups to an Approval Unit Hierarchy
• Assigning Owners and Reviewers Members
• Managing the Promotional Path with Data Validation Rules
• Assigning Approval Unit Hierarchy Scenario and Version Combinations
• Setting Up Email for Approvals Notification
• Starting the Review Process
• Approval Unit Review Status
• Setting Up Out of Office Approvals Options
• Summary
• Practice 16

Managing Navigation Flows

• Objectives
• Navigation Flow Overview
• Default Navigation Flow
• Managing Navigation Flows
• Embedding Third-Party URLs
• Adding Clusters, Cards, and Tabs
• Adding Tabs to a Tabular Page
• Organizing Clusters, Cards, and Tabs
• Summary
• Practice 17

Maintaining Planning

• Objectives
• Maintaining Planning Overview
• Migration
• Selecting Artifacts and Running Migrations
• Reviewing Migration Status Reports
• Monitoring Planning
• Cloning Planning Environment
• Steps to Clone Planning
• Tasks to Perform After Cloning Environment
• Setting Up Data Maps
• Creating Data Maps
• Performing System Diagnostics
• Viewing the Application Monitor Charts
• Summary
• Practice 18

Intelligent Performance Management (IPM)

• Objectives
• IPM Offerings
• IPM Insights Overview
• Types of Insights
• Configuring IPM Insights
• Configuring IPM Insights: Advanced Options
• Configuring IPM Insights: Settings
• Auto Predict
• Use Cases for Auto Predict
• Creating Auto Predictions
• Detailed Reports for Auto Prediction
• Machine Learning : Bring Your Own ML
• Considerations for Bring Your Own ML
• Machine Learning: Univariate and Multivariate Predictions
• Bring Your Own ML: Overview of Steps
• Importing the ML Model: Model Summary
• Importing the ML Model: Model Mapping
• Importing the ML Model: Analyzing Model
• Importing the ML Model: Testing the Model
• Summary
• Practice 19

FreeForm Application Overview

• Objectives
• About FreeForm Applications
• Creating FreeForm Application
• Create FreeForm Application
• Important Consideration – OTL and Snapshot Import
• Summary

Planning Modules Overview

• Objectives
• Introduction to EPM Planning Modules
• EPM Planning Modules
• Planning Modules Implementation Process
• Navigating Financials
• Financials
• Enabling Financials: Overview
• Configuring Financials: Overview
• Post Financials Configuration Tasks
• Financials Modules: Chart of Accounts
• Financials – Methodologies
• Financials KPIs
• KPIs in Financials
• Leveraging Financials KPIs
• Workforce – Key Capabilities
• Workforce Benefits
• Workforce Capabilities
• Enabling Workforce
• Configuring Workforce
• Post Workforce Configuration Tasks
• Navigating Workforce
• Workforce Rules
• Updating Multiple Employees and Jobs Details
• Projects Capabilities
• Enabling Projects Module: Overview
• Configuring Projects
• Post Projects Configuration Tasks
• Project Rules
• Planning – Projects
• Capital Features
• Enabling Capital: Overview
• Configuring Capital: Overview
• Post Capital Configuration Tasks
• Capital Rules
• Strategic Modeling: Overview
• Getting Started Checklist
• Strategic Modeling Model: Overview
• Creating a Strategic Modeling Model
• Strategic Model Access Permissions
• Simulations: Overview
• Pushing Data Between Strategic Modeling and Planning
• Module Integration: Financials, Workforce
• Module Integration: Projects, Capital, Strategic Modeling
• Summary