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