Who should attend
- System analysts
Prerequisites
- Basic Excel or Lotus 1-2-3 skills
- Basic accounting concepts
- Basic Microsoft Windows skills
Course Objectives
- Import and export data and metadata
- Create and deploy an application
- View and enter data by creating Web data forms and grids
- Create and deploy rules and calculate data
- Enter inter-company transactions and make adjustments using journals
- Perform data consolidation
- Manage the financial review cycle using Process Management
- Create the metadata structure, including accounts, entities, scenarios, and custom dimensions
- Synchronize data between applications
- Set up security, including users, groups, security classes, and access rights
Product Description
- Introduction to Financial Management
- About Oracle's Enterprise Performance Management Suite
- Financial Management Solution
- Financial Consolidation, Reporting, Analysis and Product Components
- Financial Management Architecture
- Navigating in Financial Management
- Logging On to Workspace
- Financial Management Applications Overview
- Opening Applications
- Navigating Financial Management
- Managing Documents
- Managing Dimensions with Performance Management Architect
- Dimension Library
- Creating Dimensions
- Creating Dimension Members
- Property Value Inheritance
- Creating Alternate Hierarchies
- Managing Members
- Working with Grid Editor
- Setting Up Languages
- Importing Dimensions from a File
- About Metadata Load Files
- Formatting Metadata Load Files
- Setting Up Dimensions
- Managing Languages
- Loading Metadata
- Viewing Job Status
- Loading Metadata with Interface Tables
- Creating and Deploying Applications
- Creating Applications
- Working with Local and Shared Dimensions
- Configuring Application Settings
- Deploying Application Process
- Validating Applications
- Deploying Applications
- Viewing Job Status
- Lifecycle Management Overview
- Configuring Accounts and Custom Dimensions
- About Accounts and Custom Dimensions
- Setting Up Account Types and Hierarchies
- Setting Up Accounts and Custom Dimensions
- Auditing Account Data
- Intercompany Account and Other Account Properties
- Setting Up Entities, Calendars, and Scenarios
- Setting Up Entities
- Setting Up Calendars
- Setting Up Scenarios
- Loading Data
- Formatting Data Load Files
- Loading Data Files
- Extracting Data
- Exporting Data with Extended Analytics
- Copying and Removing Data
- Entering Data Using Data Grids
- Accessing Data Grids
- Changing the Grid Layout and Display
- Selecting Members
- Saving Grid Settings
- Entering Data and Filling Multiple Cells
- Spreading and Calculating Data
- Adding Cell Text and Line-Item Detail
- Creating Member Lists in Financial Management
- About Member Lists
- System and User-Defined Member Lists
- Creating Member Lists
- Identifying Member Lists in a File
- Creating Static Member Lists
- Creating Dynamic Member Lists
- Loading and Extracting Member Lists
- Managing Rules With Calculation Manager
- Calculation Manager Overview
- Creating Formulas
- Creating Rules
- Creating Rule Sets
- Deploying Rules
- Importing and Exporting Calculation Manager Objects
- Setting Up Security
- About Levels of Security
- Provisioning User and Group Security
- Application Settings for Security
- Data Access and Document Access
- Assigning Access to Security Classes
- Running Security Reports
- Loading and Extracting Security
- Creating Data Forms
- About Data Forms
- Accessing the Form Builder
- Defining the Point of View
- Defining Columns and Rows
- Formatting Columns and Rows
- Exporting Data to Spreadsheets
- Managing Task Lists
- About Task Lists
- Creating Task Lists
- Adding Items to Task Lists
- Organizing Task List Items
- Entering Intercompany Data
- Intercompany Transactions Overview
- Intercompany Elimination Process
- Setting Up Entities and Accounts for Intercompany Data
- Creating and Running Intercompany Matching Reports
- Formatting Intercompany Reports with Oracle BI Publisher
- Adjusting Data with Journals
- Journals Overview
- Opening Periods for Journal Entry
- Setting the Point of View
- Journal Balance Types
- Creating Journal Templates and journals
- Entering Journal Data
- Managing the Journals Review Process
- Creating and Running Journal Reports
- Translating Data
- Data Translation Overview
- Entering Exchange Rates
- Checking Translation Status
- Translating Data in Data Grids
- Custom Translations Overview
- Running Consolidations
- Consolidation Process Overview
- Managing Ownership Percentages
- Checking Consolidation Status
- Consolidating Data
- Setting Up Organization by Period
- Managing the Review Cycle Using Process Management
- Process Management Overview
- Enabling Process Management
- Managing Phased Submission
- Viewing Process Units
- Validating Process Units
- Moving Process Units Through the Review Cycle
- Locking and Unlocking Data
- Sharing Data Using Data Synchronization
- Data Synchronization Overview
- Creating Mapping Tables
- Creating Data Synchronizations
- Filtering and Mapping Dimensions
- Viewing Data Flows
- Scheduling and Running Data Synchronizations
- Analyzing Data Using Smart View
- Smart View Overview
- Connecting to a Data Source
- Viewing Data with the Ad Hoc Analysis Tool
- Displaying Cell Text and Calculation Status
- Creating Free-Form Worksheets
- Entering Data by Using Data Forms
- Calculating, Translating, and Consolidating Data in Smart View
- Functions in Smart View