Oracle SmartView For Planning LVC

Introduction to Smart View

• Course Goals
• Objectives
• Oracle Cloud EPM Planning
• Smart View Overview
• Smart View Architecture
• Integration with Source Systems
• Smart View Business Process
• Smart View Business Scenario
• Summary
• Learning Activities

Navigating Smart View and Setting Options

• Objectives
• Smart View Excel Interface
• Connection Types
• Connecting to Data Sources
• Modifying Connections
• Setting Active Connection for a Sheet
• Viewing Planning Data in Excel
• Viewing Planning Data in Excel: Opening Forms
• Changing the POV
• Selecting Dynamic User Variables
• Floating Tool Bar
• Setting Smart View Options
• Setting Smart View Options: Global and Sheet-level Options
• Setting Smart View Options: Member Options
• Setting Smart View Options: Data Options
• Setting Smart View Options: Advanced Options
• Setting Smart View Options: Formatting Options
• Setting Smart View Options: Cell Styles
• Setting Smart View Options: Extensions
• Setting User Preferences
• Summary
• Learning Activities

Managing Data in Forms

• Objectives
• Working with Forms in Excel: Viewing Form Instructions
• Working with Forms in Excel: Copying and Pasting Data
• Working with Forms in Excel: Adjusting Data Values
• Working with Forms in Excel: Spreading Data for Time Periods
• Working with Forms in Excel: Spreading Data with Cell Locking
• Working with Forms in Excel: Spreading Data with Grid Spread
• Working with Forms in Excel: Spreading Data with Mass Allocate
• Working with Forms in Excel: Using Menus
• Annotating Data Cells: Adding Comments
• Annotating Data Cells: Attaching Documents
• Annotating Data Cells: Adding Supporting Details
• Reviewing Cell History
• Calculating Data Values: Viewing Member Formulas
• Calculating Data Values: Creating Formulas
• Calculating Data Values: Launching Business Rules
• Calculating Data Values: Monitoring Planning Jobs in Job Console
• Submitting Data
• Summary
• Learning Activities

Analyzing Data with Ad Hoc Analysis Tools

• Objectives
• Ad Hoc Analysis Overview
• Selecting Members
• Selecting POV Members
• Preserving Excel Formulas in Ad Hoc Grids
• Formatting Ad Hoc Grids: Smart View Formatting
• Formatting Ad Hoc Grids: Excel Formatting
• Adding Rows and Columns
• Zooming In and Out on Members
• Pivoting Members
• Keeping and Removing Members
• Performing Calculations Without Having to Submit Your Changes
• Working with Multiple Grids on a Worksheet
• Saving Ad Hoc Grids
• Cascading Reports
• Embedding Planning Data in Word and PowerPoint
• Summary
• Learning Activities

Managing the Approval Process

• Objectives
• Planning Approval Process Overview
• Viewing Planning Unit Details
• Viewing Promotional Paths
• Validating Planning Units
• Resolving Validation Errors
• Changing Planning Unit Statuses
• Annotating Planning Units
• Out of Office Assistant
• Summary
• Learning Activities

Completing and Managing Tasks Using EPM Task Manager

• Objectives
• Task Manager Overview
• Task Manager Terms
• Task Manager Roles
• Sample Task Flows
• Creating Connections to the Smart View Extensions
• Updating Tasks from Smart View
• Viewing Schedules and Tasks
• Claiming or Releasing Tasks
• Approving or Rejecting Tasks
• Submitting Tasks
• Summary
• Practices

Introduction to Predictive Planning

• Objectives
• Predictive Planning Overview
• Navigating in Predictive Planning: Starting Predictive Planning
• Navigating in Predictive Planning: Predictive Planning Ribbon
• Setting up Predictions
• Running Predictions
• Setting Predictive Planning Options
• Viewing Results in the Predictive Planning Panel
• Setting Chart Preferences
• Analyzing Results
• Summary
• Learning Activities