Who should attend
- End users
- Sales consultants
Prerequisites
- Planning and budgeting concept
- MS Windows knowledge
- MS Excel knowledge
- Client-server concept
Course Objectives
- 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
- Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirements
Product Description
- Planning Overview
- Oracle’s Enterprise Performance Management System
- Planning Features
- User Roles
- Planning Interface
- Planning Applications
- Planning and Essbase
- Navigating Workspace
- Workspace Overview
- Launching Workspace
- Opening Planning Applications
- Navigating in Planning
- Planning Dimensions, Data, and Security
- Plan Types
- Planning Dimensions
- Aggregation, Storage, and Calculation Options
- Planning Security Overview
- Creating Data Forms and Folders
- Data Forms and Folders Overview
- Creating Simple Data Forms
- Creating Composite Data Forms
- Data Form Access
- Customizing Data Forms
- Creating Menus
- Creating Formula Rows and Columns
- Building Validation Rules
- Processing Cells for Data Validation
- Setting Up Custom Messaging
- Setting Up User Preferences
- Entering Data in Planning
- Working with Data Forms
- Data Entry Tasks
- Entering Data Using Smart Lists
- Filtering Data
- Sorting Data
- Spreading Data
- Spreading Data by Using Mass Allocate
- Calculating Data in Data Forms
- Adjusting and Annotating Data
- Adjusting Plan Data
- Adding Annotations to Plan Data
- Performing Ad Hoc Actions in Data Forms
- Navigating Smart View
- Smart View Overview
- Setting Smart View Options
- Connecting to Data Sources
- Managing Task Lists in Excel and Outlook
- Working with Data Forms in Smart View
- Performing Tasks in Smart View
- Spreading Data by Using Grid Spread
- Spreading Data by Using Mass Allocate
- Data Calculation in Smart View
- Entering Supporting Detail in Smart View
- Managing Planning Processes in Smart View
- Copying Versions in Smart View
- Monitoring Job Statuses in Smart View
- Managing Planning Data Offline in Smart View
- Creating Business Rules in Calculation Manager
- Business Rules Overview
- Assigning Calculation Manager Security
- Determining Calculation Requirements
- Launching Calculation Manager
- Setting Up Business Rules
- Rule Components
- Working in Script Mode
- Validating Business Rules
- Working with Business Rule Templates
- Templates Overview
- Creating Custom Templates
- Implementing System Templates in Business Rules
- Customizing Business Rules
- Creating Variables
- Creating Formula Components
- Setting Up the Approval Process
- Approval Process Overview
- Planning Unit Hierarchies
- Scenario and Version Combinations
- Building Approval Process Validation Rules
- Attribute-Based Validation Rules
- Managing the Approval Process
- Planning Unit Process States
- Reviewer Actions
- Impact of Entity Hierarchy on the Review Process
- Managing the Review Cycle
- Copying Data Between Versions
- Clearing Cell Details
- Creating Task Lists
- Task Lists Overview
- Navigating Task Lists in Basic Mode
- Navigating Task Lists in Advanced Mode
- Creating Task Lists
- Printing Task List Reports
- Financial Reporting
- Financial Reporting Functionality and Architecture
- Financial Reporting Data Sources
- Setting Preferences
- Previewing Reports
- Printing Reports and Snapshots
- Working with Reporting Studio
- Opening Reports
- Previewing and Printing Reports
- Creating Basic Reports
- Report Creation Overview
- Creating Reports
- Creating Grids
- Selecting Members for Rows and Columns
- Setting the Point of View
- Adding Rows or Columns
- Saving Reports
- Supporting Details and Grids
- Selecting Multiple Database Connections in Reports
- Setting Up Details in Reports
- Creating Related Content in Reports and Books
- Formatting Cells and Grids
- Formatting Cells
- Formatting Grids
- Suppressing Data in Grids
- Applying Conditional Formatting in Grids
- Changing Page Settings
- Creating Report Objects
- Report Objects Overview
- Creating Text Boxes
- Adding Images
- Saving Report Objects
- Inserting Saved Report Objects
- Linked Object Properties
- Designing Headers and Footers
- Designing Row and Column Templates
- Adding Text Functions
- Text Functions Overview
- Inserting Text Functions in Text Boxes
- Inserting Text Functions in Heading and Text Cells
- Customizing Page Headings
- Creating Dynamic Values with the Current Keyword
- Displaying Text Function Errors
- Common Text Function
- Creating Books
- Books Overview
- Previewing and Printing Books
- Previewing Static HTML Output
- Changing the Book POV
- Creating Books in Workspace
- Changing the Appearance of Books