Oracle EPM Cloud: January 2024

Saturday, January 6, 2024

Oracle FCCS Course

Oracle FCCS Course

Oracle FCCS Training" offers a comprehensive understanding of financial consolidation and close processes, focusing on the technical use of Oracle FCCS. Delivered by seasoned experts in finance and accounting, the course covers areas from setting up consolidation rules to creating financial reports.

The course provides a deep dive into Oracle FCCS, focusing on financial consolidation and closing processes. Taught by industry veterans, it covers setup, rule creation, data management, and reporting. Participants will gain practical skills and insights for effective financial management using Oracle FCCS.

Module 1: Overview

Navigation
Dimensionality
Close Process
Security
Application Creation

Module 2: Working with Metadata

Customising the Interface
Intercompany
Journals
Data Forms

Module 3: Approval Process

Building Dashboards
Close Manager
Supplemental Data
Smart View

Module 4: Consolidation

Migration
Translation
Manage Ownerships
Jobs
Calculations
EPM Automate

Oracle EDMCS Course

Oracle EDMCS Course

This course teaches participants how to manage their data with Oracle EPM Cloud using Oracle Enterprise Data Management Cloud (EDM). EDM simplifies master data management (MDM) by enabling business users to manage enterprise data in a more agile, collaborative, and transparent way.

Module 1: Introduction to Oracle Enterprise Data Management

Overview of data management
Oracle Enterprise Data Management Cloud architecture
Creating and managing applications

Module 2: Data modeling and management

Overview of data modeling
Creating dimensions and hierarchies
Managing versions and hierarchies

Module 3: Data governance and security

Overview of data governance
Creating and managing business rules
Managing security and access controls

Module 4: Metadata management

Overview of metadata management
Creating and managing metadata objects
Using metadata in applications

Module 5: Data lineage

Overview of data lineage
Creating and managing data flows
Using data lineage in applications

Module 6: Data quality and compliance

Overview of data quality
Creating and managing data quality rules
Using data quality in applications

Skills You’ll Learn

#1 Understand the concepts of Oracle Enterprise Data Management Cloud

#2 Ability to configure and manage applications and dimensions

#3 Capability to create and manage hierarchy versions

#4 Learn to manage security and user access to EDM

Oracle EPBCS Course

Oracle EPBCS Course

Module 1: Overview of EPBCS

Navigating the Application
Creating a Planning Application
Entering and Retrieving Data using Smartview

Module 2: Data Management: Importing & Exporting Data

Introduction to EPM Automate

Module 3: Introduction to Business Process/Frameworks

Financials Business Process
Revenue, Expenses, Balance Sheet, Income Statement

Module 4: Capital Assets Planning

Workforce Planning
Projects Module

Module 5: Overview of EPBCS

Strategic Modelling
Administration task
Security: Users, Groups, Migration of Artifacts
Creating Task Lists
Creating Data Forms

Module 6: Designing Business Rules

Approval Process
Creating User Defined Elements
Setting up Exchange Rates

Skills You’ll Learn

#1 Understanding of Oracle EPBCS architecture and modules

#2 Creating and managing planning and forecasting models

#3 Creating and managing reports and analysis

#4 Configuring and customizing EPBCS to meet business needs

Oracle EPBCS Videos

Oracle EPBCS Videos

https://www.youtube.com/watch?v=u3nDgz8v8_E

https://www.youtube.com/watch?v=VCm2bvDXd94

https://www.youtube.com/watch?v=xTeelDSD254

https://www.youtube.com/watch?v=jvhT9U9edmA

Oracle EPM Course

Module 1: Introduction

Introduction to Planning cloud.
Navigating through planning system.
Setting up planning system.

Module 2: Working with Dimensions

Dimensions overview
Dimension management
Configuring dimension properties
Setting up Aliases
Refreshing cubes

Module 3: Importing & Exporting metadata & data

Import & Export Metadata
Metadata management using Smart view
Managing Substitution Variables
Setting up user defined elements
Adding member formulas to account dimension
Applying performance settings
Create Smartlist
Associate members with smartlist
Adding an attribute
Create variables
Loading and calculating data

Module 4: Setting up Panning Security

Introduction to planning security
Assigning roles to planning users and groups
Setting up planning security
Provisioning users
Assign access permission to user

Module 5: Working with Planning Forms, Dashboards & Infolets

Creating Forms / form properties
Creating form folders
Adding formula columns
Building validation rules
Creating forms with Rolling forecast
Create Action menus
Assign action menus to forms
Create Dashboards
Building a dashboard
Dashboard properties & chart types
Building infolets

Module 6: Managing Business Rules

Introduction to business rules
Create some simple rules with rule templates
Adding variables to business rules
Adding formulas in business rules
Associate business rules with form
Introduction to Groovy rules
Managing business rules
Scheduling rules as Job

Module 7: Managing Planning Data

Entering planning data
Filtering data
Data entry in forms – shortcuts
Form features & functionalities
Running rules from forms
Create adhoc grid
Q&A / Quiz

Module 8: SmartView

Introduction to Smartview-Excel addins
Connect to planning through smart view
Planning using smart view
Adhoc analysis using smart view
Drilldown & drill through using smart view features
Dimension management capability in smart view

Module 9: Maintaining Planning Application

Application backup
Setting the maintenance window
Setting up data maps
Running data maps
Smart push
Review system diagnostics

Module 10: Advanced Planning Capabilities Overview

Drivers / Trend based planning
High level overview of AI / ML capabilities
IPM Insights
Auto Predict
Cell level security
Data maps

Module 11: Planning Out of the Box Module

Financial planning
Projects planning
Workforce planning
Capex planning
Strategic modelling
Free Form Application

Module 12: Industry Specific Planning Solutions

Retail Planning
Healthcare Planning

Skills You’ll Learn

#1 Financial planning and analysis

#2 Forecasting and budgeting

#3 Financial consolidation and reporting

#4 Data modeling and analysis

#5 Oracle Hyperion EPM suite installation and configuration

Oracle PCMCS Course

Oracle Profitability and Cost Management Cloud Service (PCMCS) is a popular tool used by organizations to manage their profitability and cost structures.

Module 1: Introduction to PCMCS

Reviewing the models
Tracking profitability
Introducing dimensions
Understanding allocations
PCMCS data flows
The underlying database
Calculation management
Data analysis
Reporting
Cloud services architecture

Module 2: PCMCS Dimensions

Understanding dimensions and members
Application requirements
Balance and rule dimensions
Point of view dimensions
Business dimensions
Attribute dimensions
Data storage properties
Hierarchy types
Consolidation properties
Aggregation operators
Other member properties
Creating an application
Creating Points of View

Module 3: Allocations

Allocation fundamentals
Rules express editing and rules outline
Allocations vs custom calculations
Assembling allocations
Creating an allocation
Parallel, iterative and serial execution

Module 4: Smart View Data Entry

Setup for Smart View Data Entry
Creating Data Entry Templates
Connecting to Smart View
Smart View Options
Methods of Entering or Loading Data

Module 5: Data Management (FDMEE)

Overview and Learning Objectives
Introducing Data Management (FDMEE)
Loading Data
Understanding Data Management Setup
Source and Target Registration
Category and Period Maps
Import Formats
Locations
Data Load Rules
Mappings
Data Management Setup

Module 6: Rule Sets and Rules

Understanding Allocation Rules
Rules vs Rule Sets
Rule Types
Rule Context
Rule Set Calculation Options
Allocating Rent and Utilities
Executing Rules
Calculating Rule Sets and Reviewing the Results

Module 7: Further Allocations

Copy Data Between Points of View
Adding Detailed Allocations
Allocating Cost of Goods to Products
Allocating Operating Expenses to Activities

Module 8: Iterations and Custom Calculations

Iterative Execution
Calculate Activity Allocations with Iterative Execution
Custom Calculation Rules
Using Calculations for Different Points of View
Copying Rule Sets and Rules

Module 9: Data Analysis

Understanding Model View Templates
Creating an Analysis View
Create Scatter Analyses and Profit Curves
Visual Representation Using Trace Allocations
Queries and KPIs

Module 10: Financial Reports

Introducing Financial Reporting
Accessing and Running Reports
Creating Financial Reports

Module 11: System Maintenance

Model Validation
System Reports
Security and Data Grants
Application Migration
Create an Application Backup
Restoring an Application Backup
Cloud Environment Update Cycle

Module 12: EPM Automate

Overview and Learning Objectives
Introducing EPM Automate
Installation of EPM Automate
Connecting to EPM Automate and Getting Help

Module 13: Introducing the REST APIs

Introducing Representational State Transfer
REST URLs and Method
Installing a REST Client
GET Requests
Retrieving Application Details via REST
POST Requests
Executing Jobs via REST Requests

Skills You’ll Learn

#1 Cost and profitability management

#2 Driver-based modeling

#3 Forecasting

#4 Scenario analysis

#5 Data integration