Quem deve participar
- Forms developers
Pré- requisitos
- Basic knowledge of planning and budgeting
- Working knowledge of Essbase recommended
- Basic Microsoft Windows skills
- Basic Microsoft Excel or Lotus 1-2-3 skills
Objetivos do Curso
- Load data into Planning applications
- Set up security for users, groups, and members
- Create data forms and enter data
- Set up and test business rules
- Review budget data by using process management
- Migrate application artifacts
- Create Planning applications
Descrição do produto
- Planning Overview and Navigating Workspace
- Oracle's Enterprise Performance Management System
- Planning Architecture
- Planning and Essbase
- Launching Workspace
- Workspace User Interface
- Workspace Navigate Menu
- Opening Applications
- Navigating in Planning
- Creating Dimensions Overview
- Planning Dimensions
- Required and User-Defined Dimensions
- Dense and Sparse Dimensions
- Creating Data Blocks
- Selecting Aggregation, Data Storage and Calculation Options
- Managing Dimensions with Performance Management Architect
- Creating Applications Using Performance Management Architect
- Adding Dimensions to Shared Library
- Working with Shared and Local Dimensions
- Creating and Managing Members
- Creating Associations Between Dimensions
- Working with Grid Editor
- Adding Currencies and Aliases
- Automating Performance Management Architect Tasks
- Setting Up the Period, Scenario, and Version Dimension
- Creating Time Periods
- Period and Year Dimensions
- Dynamic Time Series Members
- Creating Scenarios
- Creating Versions
- Setting Up the Entity Dimension
- Entity Members and Plan Types
- Currency Value for Entities
- Adding and Modifying Entities
- Saving Dimensions
- Deleting Entities
- Setting up the Account Dimension
- Account Types
- Creating Account Hierarchies
- Creating User-Defined Elements
- User-Defined Dimensions
- Creating Attributes
- Assigning Attribute Values
- Member Formula Overview
- Creating Smart Lists
- Loading Metadata from a File
- Metadata Load Files Overview
- Formatting Load Files
- Loading Metadata Process
- Best Practices
- Loading Metadata from Interface Tables
- Creating Applications
- Application Creation Process
- Plan for Application Setup
- Setting Up Application Components
- Selecting Dimensions
- Configuring Application Settings
- Adding Dimensions from Shared Library
- Activating Dimension Associations
- Adjusting Performance Settings
- Deploying Applications
- Deployment Process
- Validating Applications
- Comparing Applications
- Deploying Applications
- Redeploying Applications
- Setting Up Exchange Rates
- Currencies and Exchange Rates
- Exchange Rates Tables Overview
- Creating Exchange Rate Tables
- Exchange Rates and the HSP_Rates Dimension
- Generating Currency Conversion Calculation Scripts
- Loading Data and Calculating Data
- Data Loads
- Data Calculations
- Loading Data Using Administration Services
- Creating Data Load Rules
- Staging Data with Interface Tables
- Loading Data Using ETL Tools
- Provisioning Users and Groups and Setting up Access Rights
- Planning Security Overview
- User and Group Provisioning Overview
- Provisioning Users and Groups
- User Roles
- Generating Provisioning Reports
- Assigning Access Rights
- Importing Access Rights
- Creating Security Filters
- Creating Data Forms and Folders
- Data Forms and Folders Overview
- Data Forms and Folders Overview
- Setting Up Data Forms
- Creating Composite Data Forms
- Printing Data Form Definition Reports
- Assigning Access Rights to Data Forms
- Assigning Data Form Folder Security
- Customizing Data Forms
- Exporting and Importing Data Forms
- Menus
- Setting up Custom Messaging
- Specifying Advanced Settings
- Managing User Variables
- Setting Up User Preferences
- Entering Data
- Submitting Data in Data Forms
- Launching Dimension Editor from Data Forms
- Spreading Data
- Adjusting and Annotating Data
- Calculating Data in Data Forms
- Entering Data with Smart Lists
- Navigating Data Forms with Menus
- Entering Data Using Smart View
- Smart View Overview
- Working with Smart View
- Working with Ad Hoc Analysis
- Working Offline
- Creating Business Rules
- Business Rules and Calculation Manager Overview
- Business Rules Creation Process
- Assigning Calculation Manager Security
- Determining Calculation Requirements
- Launching Calculation Manager
- Setting Up Business Rules
- Validating and Deploying Rules
- Assigning Launch Access and Launching Business Rules
- Managing Business Rules and Adding Variables and Formulas
- Templates Overview
- Creating Custom-Defined Templates
- Creating Business Rules with Templates
- Creating Rulesets
- Validating and Deploying Business Rulesets
- Creating Variables
- Setting Up Runtime Prompt Variables
- Creating Formula Components
- Managing the Approval Process and Creating Task Lists
- Managing the Review Cycle for Planning Units
- Copying Data Between Versions
- Clearing Cell Details
- Copying Data
- Navigating Task Lists
- Building Task Lists
- Assigning Access to Task Lists
- Validating Task Lists and Reporting on Task Lists
- Managing Application Lifecycles
- Lifecycle Management Overview
- Artifacts
- Viewing and Searching for Artifacts
- Viewing LCM Reports
- Building and Setting Up Classic Applications
- Classic Application Creation Process
- Configuring Data Sources in Classic Application Wizard
- Working with Classic Application Wizard
- Building Member Hierarchies
- Modifying Member Properties
- Creating Alias Tables and Smart Lists, and Setting Up Member Formulas and UDAs
- Loading Metadata, and Data into Classic Applications and Importing Data Forms
- Creating Business Rules for Classic Applications