Who should attend
- Sales consultants
- Business analysts
Prerequisites
- Basic Microsoft Windows skills
- Basic Excel or Lotus 1-2-3 skills
- Basic accounting concepts
- Familiarity with the data source, Financial Management, relational, or SAP-BW, for the reports
Course Objectives
- Navigate Financial Management
- Enter and calculate data
- Create journal entries
- Enter intercompany data
- Consolidate data
- Analyze and enter data in Smart View
- Create reports in Financial Reporting
Product Description
- Introduction to Financial Management
- Oracle Enterprise Performance Management Suite
- Benefits of Financial Management
- Features of Financial Management
- Products bundled with Financial Management
- Financial Management Architecture
- Related Oracle Products
- Navigating Financial Management
- Business Tasks in a Reporting Cycle
- Financial Management Components
- Managing Workspace
- Opening Applications
- Financial Management User Interface
- Managing Documents
- Viewing and Entering Data in Data Grids
- Data Grids Overview
- Accessing Data Grids
- Entering and Editing Data
- Calculating Data
- Adding Cell Text and Documents
- Retrieving Data from Financial Data Quality Management
- Loading Data
- Data Load Files
- Loading Data from a file
- Extracting Data
- Copying Data
- Removing Data
- Entering Data in Data Forms
- Working with Data Forms
- Entering Data
- Calculating Data
- Accessing Linked Forms
- Exporting to and importing from Spreadsheet
- Retrieving Data from Financial Data Quality Management
- Adjusting Data with Journals
- Journals Overview
- Opening and Closing Periods for Journal Entries
- Creating Journal Templates
- Creating Journals
- Entering Journal Data
- Processing and Reporting Journals
- Journal Review Process Overview
- Managing Journals
- Viewing Journal Adjustments
- Creating and Printing Journal Reports
- Formatting Journal Reports with Oracle BI Publisher
- Eliminating Intercompany Balances
- Intercompany Transactions Overview
- Creating Intercompany Matching Reports
- Sending Email Alerts from an Intercompany Report
- Running Consolidations
- Financial Management Business Process
- Consolidation Overview
- Checking Calculation Status
- Translating Data
- Consolidating Children by Percentages
- Consolidating Data
- Managing the Review Cycle with Process Control
- Process Management Overview
- Viewing Process Unit Status
- Calculating and Consolidating Data
- Moving Process Units Through the Review Cycle
- Managing Process Units in Data Grids
- Locking and Unlocking Data
- Analyzing Data with Smart View
- Smart View Overview
- Connecting to Data Sources
- Viewing and Analyzing Data with the Ad Hoc Analysis Tool
- Creating Free-form Worksheets
- Calculating, Translating, and Consolidating in Smart View
- Presenting Financial Management Data in Word and PowerPoint
- Entering Data by Using Data Forms in Smart View
- Opening Data Forms in Smart View
- Navigating Data Forms
- Selecting Members in Smart View Data Forms
- Adding Member Functionality to Imported Data Forms
- Working with Formulas and Cell References
- Submitting Data
- Retrieving and Submitting Data by Using Functions in Smart View
- Functions in Smart View
- Creating Functions
- Setting the Point of View
- Importing Reports and Functions
- Converting Books
- Navigating Financial Reports in Workspace
- Financial Reporting in Workspace
- Opening and Previewing Reports
- Searching for Items
- Printing Reports and Snapshots
- Changing the Point of View
- Integrating Reports into Microsoft Office Applications
- Navigating Financial Reporting Studio
- Accessing Financial Reporting Studio
- Opening Reports
- Previewing and Printing Reports
- Creating Basic Reports
- Report Creation Overview
- Creating Reports
- Selecting Members for Rows and Columns
- Setting the Point of View
- Adding Rows or Columns
- Saving Reports
- Formatting Cells and Grids
- Formatting Cells
- Formatting Grids
- Suppressing Data
- Applying Conditional Formatting in Grids
- Setting Up Pages
- Creating Report Objects
- Report Objects Overview
- Creating Text Boxes
- Adding Images
- Inserting Saved Report Objects
- Linked Object Properties
- Creating Headers and Footers
- Adding Text Functions
- Text Functions Overview
- Inserting Text Functions in Text Boxes
- Inserting Text Functions in Headings and Text Cells
- Creating Dynamic Values with the Current Keyword
- Common Text Functions
- Adding Auto Calculations and Mathematical Functions
- Working with Auto Calculations
- Mathematical Functions
- Mathematical Operators in Expressions
- Creating Formulas
- Common Mathematical Functions
- Printing Multiple Reports with Books
- Books Overview
- Previewing and Printing Books
- Changing the Book POV
- Creating Books
- Changing the Appearance of Books