Who should attend
- Business analysts
Prerequisites
- Basic knowledge of Excel or Lotus 1-2-3
- Basic knowledge of planning and budgeting
- Familiarity with concepts of client-server applications
- Basic knowledge of Microsoft Windows
Course Objectives
- Discuss Planning capabilities and its relationship with Essbase
- Discuss Planning dimension requirements
- Navigate Workspace to access Planning and Financial Reporting
- Create and test data forms
- Enter and adjust data in Planning and Smart View
- Set up and test business rules
- Move plans through a budget review cycle
- Set up and implement task lists
- Create reports to analyze planning results
Product Description
- Introduction to Planning
- Oracle's Enterprise Performance Management System
- Planning Features
- Planning and Essbase
- Dimensions and Data
- Essbase Terminology
- Navigating Workspace
- Launching Workspace
- Opening Applications
- Navigating in Planning
- Planning Dimensions and Data Storage
- Plan Types
- Planning Required and User-Defined Dimensions
- Dense and Sparse Dimensions
- Factors That Impact Calculations
- Planning Security
- Creating Data Forms and Folders
- Managing Data Forms and Folders
- Setting Up Data Forms
- Selecting Members
- Creating Composite Data Forms
- Printing Data Form Definition Reports
- Assigning Access Rights to Data Forms and Folders
- Customizing Data Forms
- Working with Menus
- Setting Up Custom Messaging
- Managing User Variables
- Setting Up User Preferences
- Entering Data in Planning
- Elements of Data Forms
- Data Entry Tasks
- Spreading, Adjusting, and Annotating Data
- Calculating Data in Data Forms
- Using Smart Lists to Enter Data
- Using Menus Within Data Forms
- Entering Data into Smart View
- Working With Smart View
- Navigating Data Forms
- Creating Ad Hoc Grids
- Smart Slices
- Creating Reports with Report Designer
- Using Report Designer to Create Reports
- Offline Planning Overview
- Creating Business Rules
- Business Rules Overview
- Calculation Manager Overview
- Business Rules Creation Process
- Calculation Manager Security
- Setting Up Business Rules
- Validating, Deploying, and Launching Business Rules
- Managing Business Rules
- Templates Overview
- Creating Custom-Defined Templates
- Creating Business Rules with Templates
- Creating, Validating, and Deploying Rulesets
- Adding Variables and Formulas to Business Rules
- Creating Variables and Runtime Prompt Variables
- Creating Formulas
- Adding Conditional Statements
- Creating Member Ranges
- Designing Scripts
- Managing the Approval Process
- Process Management Overview
- Planning Units
- Managing the Review Cycle
- Copying Data Between Versions
- Clearing Cell Details
- Creating Task Lists
- Navigating Task Lists
- Task List Creation Process
- Working with Task List Folders
- Building Task Lists
- Assigning Access to Task Lists
- Using Task Lists
- Reporting on Task Lists
- Navigating Reporting Studio
- Financial Reporting Features
- Financial Reporting Data Sources
- Reporting Studio Overview
- Logging On to Financial Reporting Studio
- Navigating Reports in Workspace
- Navigating Workspace
- Setting Preferences
- Setting the User Point of View
- Printing Reports and Snapshots
- Integrating Reports into Microsoft Office Applications
- Creating Basic Reports
- Report Creation Tasks
- Creating Reports and Grids
- Selecting Row and Column Members
- Setting the POV
- Adding Rows and Columns
- Formatting Cells and Grids
- Formatting Cells and Grids
- Sorting Rows and Columns
- Aligning Grids
- Suppressing Data
- Applying Conditional Formatting in Grids
- Specifying Page Settings
- Creating Report Objects
- Creating Text Boxes
- Adding Images
- Saving Report Objects
- Inserting Saved Report Objects
- Designing Headers and Footers
- Inserting Text Functions
- Inserting Text Functions into Reports
- Creating Dynamic Values
- Displaying Row and Column IDs
- Displaying Text Function Errors
- Commonly Used Text Functions
- Setting Up Books
- Previewing and Printing Books
- Modifying Book POVs
- Importing Files into the Repository
- Creating Books in Workspace
- Changing the Appearance of Books