Zielgruppe
- Entwickler
- Endbenutzer
Voraussetzungen
- Basic knowledge of Microsoft Windows
- Basic knowledge of planning and budgeting
- Working knowledge of Essbase recommended
Kursziele
- Create EPMA Planning applications
- Manage metadata
- Set up security for users, groups, and member access
- Create data forms and enter data
- Set up and test business rules
- Review budget data in Process Management
- Migrate application artifacts
- Configure classic Planning applications
Produktbeschreibung
- Planning Overview
- Oracle's Enterprise Performance Management System
- Planning Features
- Planning Architecture
- Planning and Essbase
- Navigating Workspace
- Workspace Overview
- Launching Workspace
- Opening Applications
- Navigating in Planning
- Dimensions Overview
- Methods for Creating Applications
- Plan Types
- Planning Dimensions
- Data Block Creation Process
- Aggregation, Storage, and Calculation Options
- Managing Dimensions with Performance Management Architect
- Navigating Performance Management Architect
- Application Creation Process
- Managing Dimensions
- Creating Members in Dimension Library
- Managing Members
- Organizing Shared Library
- Creating Aliases
- Adding Currencies
- Setting Up the Period, Year, Scenario, and Version Dimensions
- Customizing Time Periods
- Creating Scenarios
- Creating Versions
- Setting Up the Entity Dimension
- Entities Overview
- About Saving Dimensions
- Adding and Modifying Entities
- Deleting Entities
- Setting Up the Account Dimension
- Accounts Overview
- Saved Assumptions
- Data Types and Exchange Rate Types
- Creating Account Hierarchies
- Consolidation Order
- Consolidation Order: Example
- Creating User-Defined Elements
- User-Defined Dimensions
- Adding Attributes
- Creating Member Formulas
- Adding User-Defined Attributes
- Working with Smart Lists
- Loading Metadata from Files
- Metadata Load Files Overview
- Formatting Metadata Load Files
- Loading Metadata
- ERP Integrator Metadata Load Process
- Loading Metadata into Shared Library
- Creating Applications
- Application Creation Process
- Application Criteria
- Creating Applications with Application Creation Wizard
- Adding Dimensions from Shared Library
- Adjusting Performance Settings
- Setting Up Data Type Evaluation Order
- Activating Dimension Associations
- Deploying Applications
- Deployment Process
- Validating Applications
- Deploying Applications to a Planning Server
- Redeploying Applications
- Setting Planning Properties
- Setting Up Exchange Rates
- Currencies and Exchange Rates
- Creating Exchange Rate Tables
- Generating Currency Conversion Calculation Scripts
- Provisioning Users and Groups for Planning
- Planning Security Overview
- User and Group Provisioning Overview
- Setting Up Users and Groups
- Printing Provisioning Reports
- Creating Data Forms
- Creating Simple and Composite Data Forms
- Exporting and Importing Data Forms
- Creating Formula Rows and Columns
- Building Validation Rules
- Processing Cells for Validation
- Setting Up Custom Messaging
- Entering Data in Planning
- Navigating Data Forms
- Submitting Data in Data Forms
- Filtering Data
- Sorting Data
- Spreading Data
- Adjusting and Annotating Plan Data
- Adjusting Plan Data
- Adding Annotations to Plan Data
- Performing Ad Hoc Actions on Data Forms
- Calculating Data in Data Forms
- Managing Business Rules
- Business Rules Overview
- Assigning Calculation Manager Security
- Determining Calculation Requirements
- Launching Calculation Manager
- Setting Up Business Rules
- Validating and Deploying Rules
- Creating Business Rules from Templates
- Creating and Deploying Rulesets
- Creating Process Management Validation Rules
- Building Process Management Validation Rules
- Adding Process Management Validation Messages and Color Cues
- Updating the Promotional Path with Process Management Validation Rules
- Validation Rule Evaluation and Precedence
- Verifying and Enabling Process Management Validation Rules
- Attribute Based Process Management 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
- Copying Relational Data for Dimensional Hierarchies
- Clearing Cell Details
- Creating Task Lists
- Task Lists Overview
- Navigating Task Lists in Basic Mode
- Navigating Task Lists in Advanced Mode
- Task List Creation Process
- Printing Task List Reports
- Migrating Applications and Artifacts
- Lifecycle Management Overview
- About Artifacts
- Application and Artifact Migration Process
- Migration Scenarios
- Automating Migration Tasks
- Running the Lifecycle Management Utility
- Accessing and Viewing Migration Status Reports
- Viewing Audit Reports
- Setting Up Classic Applications
- Classic Planning Application Set Up Process
- Building Dimension Hierarchies
- Setting Up Attributes
- Creating Alias Tables
- Smart List Creation Process
- Setting Up UDAs
- Loading Metadata and Data into Classic Applications
- Exporting and Importing Data Forms