(24B) FreeForm Implementation LVC

FreeForm Overview

• Course Objectives
• Course Agenda
• Lesson Objectives
• Oracle Cloud Enterprise Performance Management Overview
• Cloud EPM Standard and Enterprise Services
• About FreeForm
• Benefits and Features
• FAQ
• Multidimensional Analysis
• About Cubes and Dimensions
• Cube Types
• Comparing Single Cube to Multicube
• Overview of Clients and Tools
• FreeForm Business Case
• Accessing the FreeForm Environment
• Summary

Designing a FreeForm Application

• Lesson Objectives
• FreeForm Implementation Process
• Analyzing and Planning Implementations
• Application Design
• Dimensions: Overview
• Identifying Dimensions
• Dimensionality Options and Applicable Use Cases
• Attribute Dimensions
• User-Defined Attributes (UDAs)
• Checklist for Implementing FreeForm
• Summary

Navigating FreeForm

• Lesson Objectives
• Logging On to FreeForm
• Navigating from the Home Page
• Exploring the Navigator Menu
• About the Application Cluster
• Reviewing Application Properties
• Reviewing Application Settings
• Valid and Invalid Intersections
• Cell-Level Security
• Data Exchange: Data Integration
• Data Exchange: Data Maps
• Managing Jobs
• Data Entry: Overview
• Business Rules: Overview
• Setting Up User Preferences
• Managing Connections
• Summary
• Practice 3

Creating FreeForm Applications

• Lesson Objectives
• Creating the FreeForm Application: Overview
• Selecting the FreeForm Business Process
• Creating an Application with an Outline File or Snapshot
• Creating an Application with the Application Creation Wizard
• Calculation and Reporting Cubes
• Managing Cubes
• Clearing Cubes
• Viewing Cube Details
• Improving Cube Performance
• Active and Passive Cubes
• Summary
• Practice 4

Designing Dimensions

• Objectives
• About Dimensions and Members
• About Dimensions and Members (continued)
• Default Dimensions and Dimension Types
• Default Dimensions (continued)
• Custom Dimensions
• User-Defined Elements
• Design Considerations for Attributes and UDAs
• Design Considerations for Attributes and UDAs (continued)
• Smart Lists: Overview
• Sparse and Dense Dimensions
• Label-Only Members
• Dimension and Member Names
• Dimension Properties
• Member Properties
• About Member Aliases
• About Dimension Hierarchies: Genealogy
• About Dimension Hierarchies: Generations and Levels
• Property Value Inheritance
• Alternate Hierarchies
• Designing Account Member Hierarchies
• Consolidation Order
• Dimension Calculation Order
• Period Aggregations
• Member Formulas
• Data Storage Options
• Customizing Time Dimensions
• Period-to-Date Hierarchies
• Performance Settings and Data Type Evaluation Order
• Performance Settings and Data Type Evaluation Order (continued)
• Enhancing Accounts Dimensions
• Enhancing Accounts Dimensions (continued)
• Summary
• Practice 5

Managing Dimensions

• Objectives
• Managing Dimensions and Members
• Creating Dimensions
• Modifying Dimensions
• Creating Members
• Creating Shared Members
• Modifying Members
• Modifying Members (continued)
• Moving Members
• Sorting Members
• Finding Members
• Deleting Members
• Creating Aliases
• Summary
• Practices 6

Setting Up User-Defined Elements

• Objectives
• Creating Member Formulas
• Creating Attributes
• Creating Attributes (continued)
• Assigning Attribute Values
• Adding User-Defined Attributes
• Adding User-Defined Attributes (continued)
• Managing Substitution Variables
• Managing Substitution Variables (continued)
• Managing User Variables
• Managing User Variables (continued)
• Creating Smart Lists
• Creating Smart Lists (continued)
• Associating Smart Lists with Members
• Forms and Smart Lists
• Summary
• Practices 7

Importing and Exporting Metadata

• Objectives
• Metadata Import Export: Overview
• Metadata Import File Structure
• Loading the Import File
• Delimiters
• Importing Metadata: Creating Imports
• Importing Metadata (continued)
• Saving Jobs to Import Metadata
• Saving Jobs to Import Metadata (continued)
• Scheduling Jobs to Import Metadata
• Scheduling Jobs to Import Metadata (continued)
• Exporting Metadata: Creating Exports
• Exporting Metadata: Creating Exports (continued)
• Creating Jobs to Export Metadata
• Creating Jobs to Export Metadata (continued)
• Scheduling Jobs to Export Metadata
• Scheduling Jobs to Export Metadata (continued)
• Summary
• Practices 8

Loading and Calculating Data

• Objectives
• Data Load Options
• Managing FreeForm Data
• Setting Up the Load File
• Importing Data Overview
• Validating Data Imports
• Importing Data
• Importing Data (continued)
• Scheduling Data Imports
• Scheduling Data Imports (continued)
• Exporting Data
• Exporting Data (continued)
• Scheduling Data Exports
• Scheduling Data Exports (continued)
• Data Calculations
• Member Rollups
• Data Blocks
• Member Formulas
• Business Rules: Overview
• Summary
• Practices 9

Setting Up Application Security

• Lesson Objectives
• FreeForm Security: Overview
• User Authentication and Global Roles
• Application Roles
• Managing Users
• Data and Artifact Security
• Valid Intersections: Overview
• Valid Intersection Groups
• Valid Intersection Rules
• Invalid Data and Invalid Intersection Reports
• Cell-Level Security Rules
• Cell-Level Security Definition
• User and Group Security
• Managing Groups
• Managing User Group Assignments
• Assigning Roles to FreeForm Users and Groups
• Exporting Users and Groups
• Generating Provisioning Reports
• Assigning Access Permissions
• Dimension and Member Security
• Access Options
• Inheritance Options
• Precedence and Inheritance of Access Permissions
• Reporting on Access Permissions
• Summary
• Practices 10

Creating Forms

• Lesson Objectives
• Forms: Overview
• Form Components
• Form Design Considerations
• Designing Forms
• Setting Up the Form Layout
• Setting Up Properties
• Selecting Members
• Setting Up Other Options
• Setting Up Other Options (continued)
• Assigning Business Rules
• Setting Up Smart Push
• Creating Rolling Forecasts
• Modifying Rolling Forecast Variables
• Creating Formula Rows and Columns
• Creating Menus
• Creating Menus (continued)
• Building Validation Rules
• Processing Cells for Data Validation
• Exporting and Importing Forms
• Summary
• Practice 11

Creating Dashboards

• Lesson Objectives
• Dashboards
• Viewing Dashboards
• Designing Dashboards
• Creating Dashboards
• Design Consideration for Dashboards
• Quick Analysis
• Exporting and Importing Dashboards
• Summary
• Practice 12

Managing Business Rules

• Lesson Objectives
• Business Rules Overview
• Calculation Manager Overview
• Business Rule Creation Process
• Determining Calculation Requirements
• Launching Calculation Manager
• Rule Designer 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 13

Setting Up Groovy Rules

• Lesson Objectives
• Groovy Overview
• Groovy in Cloud EPM
• Creating Groovy Business Rules
• Groovy Script Basics
• Summary
• Practice 14

Entering FreeForm Data

• Lesson 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 Comments and Attachments
• Adding Line Item Details
• Adjusting Data
• Adjusting Data with Quick Commands
• Spreading Data
• Spreading Data by Using Grid Spread
• Spreading Data by Using Mass Allocate
• Filtering and Sorting Data
• Saving and Refreshing Data
• Pushing Data
• Running Business Rules
• Performing Ad Hoc Actions
• Creating an Ad Hoc Grid
• Ad Hoc Grid Properties
• Ad Hoc Options
• Summary
• Practice 15

Reporting on Data

• Lesson Objectives
• Cloud EPM Reports Overview
• Design Features
• Considerations
• Navigating Reports
• Report Security
• Designing Reports
• Designing Reports (continued)
• About Connections and Data Sources
• Report Components and Objects
• Creating Reports
• Report and Object Properties
• General Properties
• Layout Properties
• Report Designer Layout
• About the Report Data Point of View
• Adding Report Sheets
• Inserting Report Objects
• Adding Text Boxes
• Inserting Text Functions
• Inserting Images
• Adding Grids
• Grid Designer
• Setting the Grid POV
• Managing Grid Rows and Columns
• Grouping Data and Non-Data Segments
• Formulas and Calculations in Grids
• Conditional Formatting, Text, and Suppression
• Zooming and Drilling to Content
• Drilling Through to the Source
• Adding Charts
• Chart Designer
• About Shared Report and Objects
• About Shared Report and Objects (continued)
• Considerations for Shared Reports and Objects
• Considerations for Shared Reports and Objects (continued)
• Managing Report Objects
• Correcting Report Errors
• Viewing Reports
• About Books
• About Bursting
• Migrating Financial Reports
• Summary
• Practices 16

Managing Navigation Flows

• Lesson Objectives
• Navigation Flow Overview
• Exploring the Default Navigation Flow
• Interface Customization
• Customization Categories
• Permissions
• Managing Navigation Flows
• Creating a Navigation Flow
• Adding Clusters, Cards, and Tabs
• Organizing Clusters, Cards, and Tabs
• Activating and Switching Navigation Flows
• Embedding Third-Party URLs
• Summary
• Practice 17

Maintaining FreeForm

• Lesson Objectives
• Maintaining Application Overview
• Migration
• Selecting Artifacts and Running Migrations
• Reviewing Migration Status Reports
• Monitoring Applications
• Cloning FreeForm Environment
• Steps to Cloning FreeForm
• Tasks to Perform After Cloning Environment
• Setting Up Data Maps
• Creating Data Maps
• Managing Data Maps
• Running Data Maps
• Adding Data Maps to Forms
• Performing Application Diagnostics
• Summary
• Practices 18

Administering FreeForm in Smart View

• Lesson Objectives
• Smart View Introduction
• Downloading the Smart View Client and Extensions
• Smart View Ribbon and Panel
• Application Templates
• Creating a FreeForm Application
• Adding Artifacts Using the Application Template
• Adding Artifacts Using the Application Template (continued)
• Updating FreeForm Applications in Smart View
• Managing Dimensions in Smart View
• Managing Forms and Dashboards in Excel
• Summary