Administer Enterprise Profitability And Cost Management LVC

Introduction to EPM Cloud and Enterprise Profitability and Cost Management

• Objectives
• Introduction to Oracle EPM Cloud
• EPM Cloud Business Processes
• EPM Standard and Enterprise Cloud Services
• EPM Cloud Client Tools
• Data Exchange
• Accessing EPM Cloud Environments
• Profitability and Cost Management Business Process
• Enterprise Profitability and Cost Management: Overview
• Data Transformation Process
• Analysis Tools
• Implementation Steps
• Summary

Setting Up Enterprise Profitability and Cost Management

• Objectives
• Enterprise Profitability and Cost Management Applications
• Cubes: Overview
• Calculation and Reporting Cubes
• Custom Cubes
• Setting Up Your Instance
• Enterprise Profitability and Cost Management Landing Page
• Migrating from Profitability and Cost Management
• Creating an Application
• Calendar Frequency and Structure
• Multicurrency Applications
• Default Dimensions
• Starting the Application Creation Wizard
• Create Application: General
• Create Application: Details
• Create Application: Review
• Navigating Enterprise Profitability and Cost Management
• Application Cluster
• Modeling Cluster
• Data Card and Data Forms
• Reporting and Analysis
• Tools Cluster
• Academy Card
• Navigator Menu
• Managing Jobs
• Summary

Aggregate Storage Dimensions

• Objectives
• Dimensions in ASO Cubes
• Hierarchy Types
• Stored Hierarchies
• Dynamic Hierarchies
• Multiple Hierarchies
• Shared Members
• Design Recommendations for ASO Hierarchies
• Setting Dimension Hierarchy Type
• Setting Hierarchy Type in Multiple Hierarchy Dimensions
• Hierarchy-Based Calculations
• Hierarchy Structure Calculations
• Member Formulas
• Implied Shares
• Dimension Order and Evaluation Order
• ASO Calculation Order
• Solve Order
• Solve Order: Example
• Summary

Designing Dimensions for Enterprise Profitability and Cost Management

• Objectives
• Required Dimensions and Default Members
• POV Dimensions
• Years Dimension
• Period Dimension: Calendar Frequencies
• Period Dimension: Adding Period-to-Date Hierarchies
• Scenario Dimension
• Version Dimension
• Account and Entity Dimensions
• Rule and Balance Dimensions
• Currency Dimension
• Design Best Practices for Application Scalability
• Dimension Count
• Dimension Member Count
• Attributes and UDAs
• Attributes and UDAs: Design Considerations
• Design Best Practices for Dimensions
• Selecting Dimension Hierarchy Types
• Managing Dimension Structure
• Dimension Structure Example: Stored Single Hierarchy
• Dimension Structure Example: Multiple Hierarchies
• Placeholder Dimensions
• View Dimensions
• Period-to-Date with View Dimensions
• Design Best Practices for Managing Data Scale
• BksML50: Overview
• Dimensions in BksML50
• Summary

Calculating Models: Overview

• Objectives
• Waterfall Data Transformation
• Models and Rules: Overview
• Model POVs
• Modeling Workflow
• Viewing Models and Rules
• Model Validation
• Calculating Models
• Viewing Job Progress and Status
• Review Calculation Processes
• Reviewing Calculations in Rule Balancing
• Summary

Managing Model POVs

• Objectives
• Creating Model POVs
• Editing Model POV Status
• Copying Model POVs
• Clearing Data from Model POVs
• Deleting Model POVs
• Summary

Managing Models and Rule Sets

• Objectives
• Creating Models
• Creating Models: Defining a Model
• Creating Models: Adding a Model Context
• Creating Rule Sets
• Defining a Rule Set
• Rule Set Calculation Options
• Iterative Rule Set: Example
• Adding a Rule Set Context
• How Model and Rule Set Context Work Together
• Creating Multiple Rule Sets
• System Dimensions and Calculations
• Balance Dimension Members and Calculations
• Rule Dimension Members
• System Calculation: Example
• Server-Based Calculation Settings
• Summary

Managing Rules

• Objectives
• Creating Allocation Rules
• Defining an Allocation Rule
• Defining the Allocation Source
• Defining the Allocation Source: Segmenting Calculations
• Defining the Allocation Destination
• Defining the Allocation Destination: Same As Source, Same Dimension
• Same As Source, Different Dimension: Use Case 1
• Same As Source, Different Dimension: Use Case 2
• Same As Source, Different Dimension: Member Matching Expressions
• Selecting Same As Source, Different Dimension
• Filtering Source and Destination Members
• Best Practices for Defining Allocation Sources and Destinations
• Selecting the Allocation Driver Location
• Selecting the Allocation Driver Location: Example (Part 1)
• Selecting the Allocation Driver Location: Example (Part 2)
• Selecting the Allocation Offset Location
• Alternate Offset Location Use Cases and Best Practices
• Alternate Offset Location: Example
• Validating the Allocation Rule Definition
• Creating Custom Calculation Rules
• Defining a Custom Calculation Rule
• Selecting the Result Dimension
• Selecting Target Dimension Members
• Adding a Calculation Formula
• Tips for Using NONEMPTYTUPLE Effectively
• Validating the Custom Calculation Rule Definition
• Creating Custom Calculations for Currency Conversion
• Bulk Operations for Rules
• Creating Multiple Rules
• Displaying Models and Rules on the Mass Edit Tab
• Adding and Replacing Members in Multiple Rules
• Enabling and Disabling Multiple Rules
• Copying Rules Between Rule Sets and Models
• Summary

Validating Models and Running Calculations

• Objectives
• Validating Models
• Validation Errors and Warnings
• Running Model Calculations for POVs
• Processing Range Options
• Processing Range Example: Start from Selected Rule
• Processing Range Example: End After Selected Rule
• Processing Range Example: Ruleset Range
• Processing Range Example: Single Rule
• Processing Options
• Running Multiple POV Calculations as a Batch
• Running Calculations Using EPM Automate
• Clearing Data from the Calculation Cube
• Clearing Data: Deleting or Renaming Rules
• Summary

Getting Started with Smart View

• Objectives
• Smart View: Introduction
• Downloading the Smart View Client and Extensions
• Installing the Smart View Client and Planning Admin Extension
• Smart View Ribbon and Panel
• Data Source Connections
• Investigating Data with Ad Hoc
• Working with Forms and Dashboards in Excel
• Managing Dimensions in Smart View
• Summary

Managing and Troubleshooting Model Calculations

• Objectives
• Calculation Analysis: Overview
• Calculation Details Panel
• Model and Calculation Reports
• Calculation Statistics Report
• Calculation Statistics Report: Summary and Job Log
• Calculation Statistics Report: Calculation Statistics
• Troubleshooting Calculations by Using the Calculation Statistics Report
• Comparing Calculation Runs
• Calculation Statistics Comparison Report: Job Statistics
• Calculation Statistics Comparison Report: Rule Statistics
• Viewing Model Details
• Comparing Models
• Validating Rule Data
• Capturing Calculation Diagnostics to Validate Rule Data
• Providing Feedback for Troubleshooting Calculations
• Submitting Service Requests for Calculation Issues
• Rerunning POV Calculations
• Creating Models from Snapshots
• Verifying Calculation Results in Rule Balancing
• Reading Rule Balancing Data
• Viewing Rule Balancing Data in Smart View
• Summary

Designing Rule Balancing, Profit Curves, and Allocation Traces

• Objectives
• Data Forms: Overview
• Organizing Rule Balancing, Profit Curve, and Trace Forms
• Rule Balancing and Data Forms
• Viewing and Editing Forms from the Rule Balancing Page
• Designing Forms for Rule Balancing
• Profit Curves
• Profit Curves: Details
• Profit Curves: Category Analysis
• Profit Curves: Data
• Designing Forms for Profit Curves
• Creating Profit Curves
• Tracing Allocations
• Running a Trace
• Working with Trace Diagrams
• Viewing and Editing Forms from the Trace Page
• Designing Forms for Tracing Allocations
• Summary

Working with Dashboards, Infolets, and Reports

• Objectives
• Analyzing Data
• Dashboards 1.0
• Dashboards 2.0
• Infolets
• Reports
• Summary

Security in Enterprise Profitability and Cost Management

• Objectives
• Security Layers
• Single Sign-On
• Predefined Roles
• Access Control
• Assigning Application Roles
• Assigning Permissions
• Enabling and Disabling Security for Dimensions
• Assigning Security to Dimension Members
• Defining Cell-Level Security
• Summary

Data Integration for Enterprise Profitability and Cost Management

• Objectives
• Data Integration in Enterprise Profitability and Cost Management
• Data Maps and Smart Push
• Data Integration: Standard Workflow
• Data Integration: Quick Mode
• Application Data Export
• Common Integrations for Enterprise Profitability and Cost Management
• Required Configurations Before You Start
• Export Level 0 Data to an EPM Data File
• Creating an EPM Data File Target Application
• Creating a Quick Mode Integration to Export Data
• Running the Integration and Finding Export Results
• Exporting PCM_CLC Data to PCM_REP with Quick Mode: General
• Exporting PCM_CLC Data to PCM_REP with Quick Mode: Map Dimensions
• Exporting PCM_CLC Data to PCM_REP with Quick Mode: Options
• Export to Oracle ERP Cloud General Ledger
• Summary

Overview of Migrating from Profitability and Cost Management

• Objectives
• Comparing Application Types
• Comparison: Environment
• Comparison: Dimension Requirements
• Comparison: Rules and Modeling
• Migration Path
• What is migrated to Enterprise Profitability and Cost Management?
• What is not migrated to Enterprise Profitability and Cost Management?
• Migration Template
• Generating and Downloading the Migration Template
• Migration Template Sections
• Migrate to EPCM Page in Profitability and Cost Management
• Repeating Migrations
• Post-Migration Tasks in Enterprise Profitability and Cost Management
• Summary