EPBCS ADMIN GUIDE.pdf

Oracle® Fusion Cloud EPM
Administering Planning
E94139-59

Oracle Fusion Cloud EPM Administering Planning,
E94139-59
Copyright © 2001, 2023, Oracle and/or its affiliates.
Primary Author: EPM Information Development Team
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Contents
Documentation Accessibility
Documentation Feedback
1 Creating and Running an EPM Center of Excellence
2 Getting Started
About Planning 2-1
Application Features 2-2
Launching the Application 2-3
About the Home Page 2-4
Using Dynamic Tabs in Redwood Experience 2-8
Considerations When Using the Application Interface 2-10
Managing Application Access 2-10
Enabling Access to Application Artifacts On Mobile Devices 2-10
About Cell Formatting 2-11
Copying and Pasting Data Between Microsoft Excel and Application Web Forms 2-11
About Instant Save 2-11
About Autosave 2-11
3 Creating a Planning Application
Creating an EPM Cloud Service Application 3-1
EPM Cloud Services 3-1
About EPM Cloud Services 3-2
EPM Standard Cloud Service 3-2
EPM Enterprise Cloud Service 3-4
Creating an EPM Enterprise Cloud Service Application 3-5
Creating an EPM Standard Cloud Service Application 3-8
iii

What Applications Can I Migrate to EPM Standard Cloud Service and EPM Enterprise
Cloud Service? 3-9
Migration Paths for Legacy EPM Cloud Snapshots 3-10
Migration Paths for EPM Standard Cloud Service and EPM Enterprise Cloud
Service Snapshots 3-12
Migrating Planning Snapshots 3-12
EPM Cloud URL 3-13
Enabling Strategic Modeling for Custom Applications 3-14
Product Name and Terminology Changes 3-14
Creating a Planning and Budgeting Cloud Application 3-14
About Creating a Planning and Budgeting Cloud Application 3-15
Selecting the Application Type 3-15
Creating a Reporting Application 3-16
Creating a Sample Application 3-17
Creating a Standard Application 3-18
Choosing Setup Options 3-19
Setting Up the Calendar and Task Flow Type 3-19
Setting Up Currencies 3-21
Customizing the Cube Names 3-26
Setting Up Custom Dimensions and Metadata 3-26
Planning and Budgeting Cloud URL 3-27
Taking the Product Tour 3-27
Managing Application Ownership 3-28
4 Creating a FreeForm App
Understanding FreeForm 4-1
FreeForm App Sources 4-3
Important Considerations for FreeForm Apps 4-4
Creating a FreeForm Application Type 4-5
Creating a FreeForm App Using an Outline File or Snapshot 4-6
Creating a FreeForm App Using the Application Creation Wizard 4-7
FreeForm Apps FAQ 4-9
5 Setting Up Access Permissions
About User and Role Management 5-1
Application Artifacts That Can Be Assigned Permissions 5-1
Types of Access Permissions 5-2
Managing Permissions to Artifacts 5-4
About Assigning Permissions to Artifacts, Rules, and Folders 5-4
Adding, Changing, and Removing Permissions to Artifacts and Folders 5-5
iv

Adding, Changing, and Removing Permissions to Rules and Rules Folders 5-5
Reporting on Access Permissions 5-6
Working with Access Permissions Reports 5-7
Retrieving Changed Information from Access Control 5-7
6 Managing Applications
Application Overview 6-2
Refreshing the Application 6-2
Managing Cubes 6-3
Viewing and Managing Cubes 6-3
Adding Cubes 6-4
Clearing Cubes 6-4
About Clearing Cubes 6-4
Creating Clear Cube Jobs 6-4
Starting and Deleting Clear Cube Jobs 6-6
Scheduling Clear Cube Jobs 6-6
Improving Cube Performance 6-6
Managing Dimensions 6-8
Filtering the Dimension View by Cube 6-9
Creating Dimensions 6-9
Setting User Preferences 6-9
Administering Variables 6-10
Working with Substitution Variables 6-10
About Substitution Variables 6-10
Creating and Assigning Values to Substitution Variables 6-10
Deleting Substitution Variables 6-11
Working with User Variables 6-11
About User Variables 6-12
Creating User Variables 6-12
Managing User Variables 6-13
Setting Limits for User Variables on Forms 6-13
Deleting User Variables 6-14
Viewing Activity Reports 6-14
Importing and Exporting Data and Metadata 6-15
Importing Metadata 6-15
Creating the Metadata Import File 6-15
Loading the Metadata Import File 6-19
Exporting Metadata 6-21
Importing and Exporting Data 6-22
Importing Data 6-23
v

Driver Member Casting Errors 6-26
Exporting Data 6-27
Viewing Data Import and Export Status 6-29
Importing Exchange Rates for a Simplified Multicurrency Application 6-29
Creating and Refreshing Application Databases 6-30
Creating Application Databases 6-30
Before Refreshing the Database 6-31
Refreshing Application Databases 6-31
Adding an Aggregate Storage Outline to an Application 6-31
About Aggregate Storage 6-32
Process for Adding an Aggregate Storage Database to an Application 6-32
Converting an EPM Standard Cloud Service to EPM Enterprise Cloud Service 6-33
Converting a Planning Application 6-34
Converting to a Standard Application 6-34
Converting a Standard or Reporting Application to an Enterprise Application 6-35
Conversion Considerations 6-36
Removing an Application 6-36
Setting the Daily Maintenance Process Start Time 6-37
Uploading and Downloading Files Using the Inbox/Outbox Explorer 6-38
7 Setting up Strategic Modeling
Getting Started Checklist for Strategic Modeling 7-1
Enabling Strategic Modeling in Planning Modules 7-2
Enabling Strategic Modeling for Custom Applications 7-2
Working with Templates 7-2
Creating and Uploading Custom Templates 7-3
Changing the Owner and Access Permissions for Custom Templates 7-3
Creating a Strategic Modeling Model 7-4
Setting Up Model Access Permissions 7-5
About Model Access Permissions 7-6
Specifying Global Access Permissions for All Models 7-8
Specifying Access Permissions for a Model 7-8
Changing a Model's Owner 7-9
Changing Model Properties 7-9
Pushing Data Between Strategic Modeling and Planning 7-9
Using Groovy Business Rules with Strategic Modeling 7-10
Groovy Business Rule Examples 7-10
Pushing Data Between Strategic Modeling and Planning Using Data Maps 7-10
Defining Advanced Data Maps 7-14
Using Microsoft Excel to Define Advanced Data Maps 7-17
vi

Associating Data Maps with a Model 7-17
Associating Data Maps with a Scenario Rollup 7-18
Defining Strategic Modeling Data Map Options 7-20
Running a Data Map 7-20
Integrating Data Between Strategic Modeling and Financials 7-21
Pushing Data from a Strategic Modeling Model to Multiple Strategic Modeling Models 7-23
Pushing Data from a Strategic Modeling Model to Multiple Strategic Modeling Models
Using Data Maps 7-23
Defining Account Configuration 7-24
Running a Data Map 7-26
Associating Model to Model Data Maps to Source Model 7-27
Using Microsoft Excel to Define Model to Model Data Maps 7-27
Pushing Data from a Strategic Modeling Scenario Rollup to a Strategic Modeling Scenario
Rollup 7-28
Using Microsoft Excel to Define Scenario Rollup to Scenario Rollup Data Maps 7-29
Managing Metadata with Model Change Management 7-30
Defining Target Models for Model Change Management 7-31
Defining Metadata to Copy with Model Change Management 7-31
Copying Metadata from Source to Target 7-35
Editing or Deleting a Model Change Management Definition 7-35
8 Using the Member Selector
Working with Members 8-1
Making Selections 8-1
Member Relationships 8-5
Using Wildcards in Searches 8-6
Selecting Attribute Values as Members 8-7
Selecting Members for Forms 8-9
Selecting Substitution Variables as Members 8-10
Selecting User Variables as Members 8-11
Selecting UDAs as Members 8-12
9 Connecting Environments in EPM Cloud
About Connecting EPM Cloud Environments 9-1
Considerations for Migrating EPM Cloud Connections 9-3
Creating, Editing, and Deleting Connections to Other EPM Cloud Environments 9-4
Connecting to External Web Services 9-6
Specifying Advanced Options for External Connections 9-7
Navigating Across EPM Cloud Environments 9-8
Customizing Navigation Flows to Access Other EPM Cloud Environments 9-9
vii

Grouping Cards from Other EPM Cloud Environments into Clusters 9-9
Configuring Cards with Tabs from Multiple EPM Cloud Environments 9-12
Using Direct URLs to Integrate Connected Environments 9-15
Copying Individual URLs 9-16
Exporting All URLs to a CSV File 9-16
10 Designing Custom Navigation Flows
Understanding Navigation Flows 10-1
What Can Be Customized in the Business Process Interface? 10-1
Navigation Flow Customization Categories 10-2
Navigation Flow Permissions 10-2
Predefined Navigation Flows 10-2
Viewing and Working with Navigation Flows 10-3
Navigation Flow Design Best Practices and Naming Considerations 10-4
Creating and Duplicating Navigation Flows 10-4
Editing a Navigation Flow 10-5
Activating and Deactivating Navigation Flows 10-6
Using Validate to Find Missing Artifacts in Navigation Flows 10-7
Resolving Navigation Flows that Display a Warning Icon 10-7
Customizing Labels for Cards, Tabs, and Clusters 10-8
Customizing Icons for Cards and Vertical Tabs 10-9
Hiding and Unhiding Clusters, Cards, and Tabs 10-9
Changing the Display Order of Cards on the Home Page 10-10
Adding Cards 10-10
Adding Tabs to a Tabular Page 10-12
About Using URLs to Embed Third-Party Pages in EPM Cloud Applications 10-14
Removing Navigation Flows, Cards, and Tabs 10-15
Grouping Cards into Clusters 10-16
Reloading a Navigation Flow 10-18
Switching Navigation Flows at Runtime 10-18
11 Editing Dimensions in the Simplified Dimension Editor
About Editing Dimensions in the Simplified Dimension Editor 11-1
Dimension Overview 11-2
About Dimensions and Members 11-2
About Sparse and Dense Dimensions 11-2
About Dimension Hierarchies 11-2
About Custom Dimensions 11-3
Aggregation Options 11-3
viii

Storage Options 11-3
About Entities 11-5
About Accounts 11-6
Account Types 11-6
Saved Assumptions 11-9
Data Type and Exchange Rate Type 11-9
Accounts, Entities, Periods, and Cubes 11-10
Accessing the Simplified Dimension Editor 11-10
Working with the Simplified Dimension Editor Grid 11-11
Switching to Another Dimension 11-11
Customizing the Column Layout 11-11
Viewing Ancestors 11-12
Showing Member Usage in an Application 11-12
Focusing Your Editing 11-13
Finding Members 11-13
Moving Members 11-13
Sorting Members 11-14
Moving Members to Another Hierarchy 11-14
Working with Member Formulas 11-15
Copying Member Names from Microsoft Excel 11-15
Editing Dimension Properties in the Simplified Dimension Editor 11-16
Editing Member Properties in the Simplified Dimension Editor 11-17
Accessing Edit Member Properties 11-17
Adding Members in the Simplified Dimension Editor 11-21
Editing Members in the Simplified Dimension Editor 11-22
Deleting Members in the Simplified Dimension Editor 11-23
Adding Shared Members in the Simplified Dimension Editor 11-24
Assigning Access to Dimension Members 11-25
Adding, Editing, and Removing Access to Members 11-25
About Effective Access Permissions to Shared Members 11-26
Working with Attributes in the Simplified Dimension Editor 11-26
Deleting Attributes in the Simplified Dimension Editor 11-28
Working with UDAs in the Simplified Dimension Editor 11-28
Working with Attribute Values in the Simplified Dimension Editor 11-30
Setting Up Scenarios and Specifying Versions 11-31
Setting Up Scenarios 11-31
About Scenarios 11-31
Creating, Editing, and Deleting Scenarios 11-32
Copying Scenarios 11-33
Specifying Versions 11-34
About Versions 11-34
ix

Target and Bottom Up Versions 11-35
Creating, Editing, and Deleting Versions 11-35
Viewing Version Types 11-36
12 Administering Tasks with Task Manager
Setting Up Task Manager 12-1
Task Manager Terms 12-1
Task Manager Overview 12-2
Sample Task Flows 12-3
Managing Task Manager Views, Lists, and Filters 12-5
Viewing Task Manager Lists 12-5
Working with List Views 12-6
Working with Filters 12-6
Managing Task Manager System Settings 12-9
Managing Global Integration Tokens 12-9
Managing Task Manager Organizational Units 12-11
Managing Holiday Rules for Tasks 12-13
Changing Configuration Settings 12-16
Managing Task Manager Attributes 12-29
Defining Task Manager Attributes 12-30
Defining Calculation Attributes 12-31
Importing List Attributes 12-35
Editing Attributes 12-35
Duplicating Attributes 12-36
Deleting Attributes 12-36
Viewing Attributes 12-36
Searching for Attributes 12-37
Managing Task Types 12-37
Task Types 12-38
Creating Task Types 12-38
Setting Task Type Properties 12-38
Setting Task Type Parameters 12-39
Specifying Task Type Instructions 12-40
Specifying Task Type Questions 12-41
Assigning Task Type Attributes 12-42
Working With Task Type Rules 12-43
Viewing Task Type History 12-45
Editing Task Types 12-46
Viewing Task Types 12-46
Searching for Task Types 12-47
x

Importing Task Types 12-47
Exporting Task Types 12-48
Deleting Task Types 12-49
Managing Task Templates 12-49
Creating Task Templates 12-49
Setting Template Properties 12-50
Specifying Template Instructions 12-51
Assigning Viewers to Templates 12-52
Applying Template Attributes 12-53
Specifying Day Labels 12-53
Embedding Templates 12-54
Working With Template Rules 12-55
Viewing Template History 12-57
Opening Templates 12-57
Adding Tasks to Templates 12-58
Editing Templates 12-58
Importing Tasks into Templates 12-59
Task Import File Format 12-60
Exporting Tasks to Microsoft Excel 12-63
Reassigning Users in Templates 12-64
Creating Schedules from Templates 12-64
Manually Validating Templates 12-67
Viewing Task Manager Templates 12-68
Searching for Templates 12-69
Deleting Templates 12-69
Managing Tasks 12-70
Creating Tasks 12-70
Setting Task Properties 12-71
Setting Task Parameters 12-72
Specifying Task Instructions 12-73
Selecting the Workflow 12-74
Adding Task Questions 12-76
Setting Task Viewers 12-78
Setting Task Predecessors 12-78
Applying Task Attributes 12-80
Working With Task Rules 12-81
Viewing Task History 12-82
Working with the Task Dialog Box 12-83
Importing and Exporting Tasks 12-84
Editing Tasks 12-85
Adding Attachments 12-86
xi

Sorting Tasks 12-86
Searching for Tasks 12-86
Moving Tasks 12-87
Cutting, Copying, and Pasting Tasks 12-87
Reopening Tasks 12-88
Submitting Tasks 12-90
Approving or Rejecting Tasks 12-91
Managing Task Reassignments 12-91
Canceling Tasks 12-91
Deleting Tasks 12-92
Managing Services 12-92
Managing Schedules 12-93
Manually Creating Schedules 12-93
Setting Schedule Properties 12-94
Adding Instructions to Schedules 12-95
Assigning Schedule Viewers 12-95
Applying Schedule Attributes 12-96
Adding Day Labels 12-97
Working With Schedule Rules 12-97
Setting Required Task Parameters 12-99
Opening Schedules 12-99
Editing Schedules 12-99
Adding Tasks to Schedules 12-99
Importing Tasks into Schedules 12-100
Updating Tasks in Schedules 12-101
Reassigning Users in Schedules 12-102
Authorizing Process-Automated Tasks 12-103
Setting Schedule Status 12-104
Viewing Schedule History 12-105
Validating Schedules 12-106
Locking Schedules 12-106
Viewing Schedules 12-107
Searching for Schedules 12-107
Deleting Schedules 12-108
Managing Task Manager Integrations 12-108
Managing Integrations with EPM Cloud Services 12-109
Adding Pre-built Integrations within the EPM Cloud 12-110
End User Integrations for EPM Cloud 12-111
Automation Integrations for EPM Cloud 12-114
Copy and Delete Integration Files 12-139
Managing Integrations with Cloud and On-Premises Applications 12-141
xii

End User Integrations for Oracle Cloud ERP 12-142
Event Monitoring Integrations for Oracle Cloud ERP 12-145
End User Integrations for On-Premises Applications 12-151
Setting Up an Integration 12-159
On-Premises Oracle E-Business Suite (EBS) Integration 12-162
Creating Custom Integrations 12-171
Creating End User Integration 12-172
Creating Custom Process Automation Integrations 12-172
Creating Custom Event Monitoring Integrations 12-175
Working with Integrations 12-178
Creating Integrations 12-178
Viewing Integrations 12-180
Editing Integrations 12-181
Searching for Integrations 12-181
Validating Integrations 12-182
Deleting Integrations 12-182
Managing Connections 12-182
Adding Connections 12-182
Editing Connections 12-183
Deleting Connections 12-184
Managing Alert Types for Task Manager 12-184
Creating Alert Types 12-184
Setting Alert Type Properties 12-185
Specifying Alert Type Instructions 12-187
Selecting the Alert Type Workflow 12-188
Assigning Alert Type Viewers 12-188
Adding Questions for Alert Types 12-189
Applying Alert Type Attributes 12-191
Viewing Alert Type History 12-191
Viewing Alert Types 12-191
Editing Alert Types 12-192
Searching for Alert Types 12-193
Deleting Alert Types 12-193
Using Task Manager Reports 12-193
Generating Custom Reports for Task Manager 12-194
Creating a Task Manager Query 12-195
Creating a Template 12-199
Setting Up a Report Group 12-199
Creating a Report 12-200
Searching and Filtering Queries, Report Groups, or Reports 12-202
Generating the Report 12-202
xiii

Understanding Reports Security 12-203
Using Task Manager Report Binders 12-204
Generating Report Binders 12-205
Viewing Report Binders 12-205
13 Designing Dashboards
The Power of Dashboards 13-1
Creating and Managing Dashboards 13-3
About Dashboard Versions 13-3
Creating and Managing Dashboards 1.0 13-4
Concepts in Designing 1.0 Dashboards 13-4
Creating Dashboards 1.0 13-6
Creating Dashboards Containing Master Forms and Details 13-8
About Your Dashboard's Layout - Version 1.0 13-9
About the Gauge Chart Type 13-9
About the Tile Chart Type 13-12
Customizing Dashboard Colors 13-13
About Global and Local POVs in 1.0 Dashboards 13-14
Dashboard POVs and Valid Intersections 13-16
Creating and Managing Dashboards 2.0 13-16
Concepts in Designing 2.0 Dashboards 13-17
Creating Dashboards 2.0 13-23
About the Geomap Chart Type 13-24
About the Pyramid Chart Type 13-25
About the Waterfall Chart Type 13-26
Using Tables in Dashboards 13-29
About the Gauge Chart Type for Dashboard 2.0 13-30
About the Radar Chart Type for Dashboard 2.0 13-32
About the Combination Chart Type for Dashboard 2.0 13-34
About Global and Local POVs in 2.0 Dashboards 13-36
About Quick Analysis 13-38
14 Designing Infolets
About Infolets 14-1
Anatomy of an Infolet 14-3
Determining Infolet Content 14-6
Designing Forms for Infolets 14-7
Designing Charts for Infolets 14-7
Using the Infolets Designer 14-8
xiv

Creating Infolets 14-10
Working with Infolets 14-11
Customizing the Interface to Access Infolets 14-12
15 Configuring IPM
About IPM 15-1
About IPM Insights 15-1
Considerations for IPM Insights 15-5
Configuring IPM Insights 15-7
Considerations for Defining the Slice for Insights 15-10
Configuring Additional Insight Settings 15-10
Running and Scheduling Insights 15-11
Editing, Duplicating, and Deleting Insights 15-12
Bring Your Own ML: About Machine Learning Model Import 15-12
Considerations for Bring Your Own ML 15-14
Importing an ML Model 15-14
Deploying an ML Model to Planners 15-16
16 Setting Up Predictions to Run Automatically with Auto Predict
About Auto Predict 16-1
Auto Predict Considerations 16-2
Creating Auto Predictions for Forecasts 16-3
Configuring Advanced Auto Predict Options 16-4
Data Screening Options 16-4
Data Attributes Options 16-5
Methods Options 16-5
Running Auto Predict Predictions 16-6
Editing, Deleting, or Duplicating Auto Predict Prediction Definitions 16-7
Reviewing Detailed Reports for Auto Predict Predictions 16-7
17 Managing Sandboxes
About Sandboxes 17-1
Enabling Sandboxes 17-2
Enabling Version Members 17-3
How Sandboxes Work with HSP_View and Version Members 17-3
The HSP_View Dimension 17-4
Sample Formula for the ConsolidatedData Member 17-4
Sandbox Version Members 17-5
Sandbox Implications on Member Formulas 17-5
xv

What Happens When a Sandbox is Published? 17-6
Managing Sandboxes 17-6
Sandboxes and Other Functionality 17-6
18 Defining Valid Intersections and Cell-Level Security
Defining Valid Intersections 18-1
Understanding Valid Intersections 18-1
Valid Intersection Groups 18-2
Valid Intersection Rules 18-2
Anchor and Nonanchor Dimensions 18-3
Valid Intersection Examples 18-3
Redundancy or Overlap in Valid Intersection Rules 18-6
Shared Members and Valid Intersection Rules 18-6
Substitution Variables and Valid Intersection Rules 18-6
Evaluation Order 18-7
Creating Valid Intersections 18-7
Managing Valid Intersections 18-8
Viewing Valid Intersections 18-9
Filtering Valid Intersections 18-10
Importing and Exporting Intersections 18-10
Changing the Valid Intersection Group Evaluation Order 18-12
Disabling and Enabling Valid Intersection Groups 18-13
Editing Details for a Valid Intersection Group 18-13
Duplicating Valid Intersection Groups 18-15
Deleting a Valid Intersection Group 18-15
Suppressing Invalid Data in Forms 18-15
Clearing Invalid Data 18-16
About Invalid Data 18-16
Working With Invalid Intersection Reports 18-16
Clearing Data at Invalid Intersections 18-17
Working with Valid Intersections 18-17
Working with Valid Intersections in Application Forms 18-17
Working with Valid Intersections in Calculation Manager Rule Runtime Prompts 18-19
Defining Cell-Level Security 18-19
Understanding Cell-Level Security 18-19
Creating Cell-Level Security Definitions 18-20
Viewing Cell-Level Security Definitions 18-21
Filtering Cell-Level Security Definitions 18-22
Importing and Exporting Cell-Level Security Definitions 18-23
Testing Cell-Level Security 18-25
xvi

Reordering the Cell-Level Security Definitions List 18-25
19 Defining Data Maps and Creating File-Based Integrations
20 Managing Jobs
How Jobs Save You Time 20-1
Viewing Pending Jobs and Recent Activity 20-1
Scheduling Jobs 20-2
Job Types 20-3
Scheduling Jobs to Run Later 20-5
Scheduling Hourly Jobs 20-7
Editing and Canceling Jobs 20-9
Duplicating Jobs 20-10
Canceling Rules Jobs and Ruleset Jobs 20-11
Downloading Export Files From Your Outbox 20-11
21 Auditing Tasks and Data
Auditing Overview 21-1
Enabling Audit Tracking 21-2
Viewing Audit Details 21-3
22 Managing Data Validation
Creating and Updating Data Validation Rules 22-1
Formatting Cells and Setting the Promotional Path 22-4
Viewing Data Validation Rules 22-5
Order of Evaluation and Execution for Data Validation Rules 22-6
Conditions Supported by the Rule Builder 22-6
If Condition Values 22-6
Then Condition Values 22-14
Range Condition Values 22-14
Data Validation Conditional Operators 22-15
Data Validation Rule Scenarios 22-16
23 Managing Application and System Settings
What Application and System Settings Can I Specify? 23-1
Defining User Variables 23-9
xvii

Customizing Your Display 23-9
Announcing Upcoming Events 23-11
Specifying Artifact Labels 23-11
Which Artifact Labels Can be Localized? 23-11
Working With the Artifact Labels Grid 23-12
Adding Languages and Defining Localized Artifact Labels 23-13
Exporting and Importing Artifact Labels for Editing 23-14
24 Accessing More Administrative Tasks
About the Navigator Menu 24-1
Administering Data Load Settings 24-2
Importing Using Data Management 24-3
Importing Data Using Data Management 24-3
Import Scenario Case 1: Importing Data when Member Names Match 24-3
Import Scenario Case 2: Importing Data when Member Names Do Not Match 24-3
Scheduling Jobs in Data Management 24-7
Drilling Through to Source Data 24-8
For More Information 24-8
Administering Action Menus 24-11
Creating and Updating Action Menus 24-11
Working with Action Menu Items 24-11
Defining Action Menu Items 24-12
Administering Alias Tables 24-17
About Aliases 24-17
About Alias Tables 24-18
Working with Alias Tables 24-18
Specifying a Default Alias Table and Setting Member and Alias Display Options 24-19
Administering Dimensions 24-19
About Dimensions 24-20
Working with Dimension Hierarchies 24-20
Filtering the Dimension View by Cube 24-20
Sorting Members 24-21
Viewing a Member’s Ancestors 24-21
Determining Where Members Are Used in an Application 24-21
About Custom Dimensions, Entities, Accounts, Periods, and Cubes 24-21
Adding or Editing User-Defined Custom Dimensions 24-22
Setting Dimension Properties 24-22
Setting Dimension Density and Order 24-23
Setting the Evaluation Order 24-24
Working with Members 24-24
xviii

Finding Dimension Members 24-25
About Assigning Access to Members 24-25
Adding or Editing Members 24-25
Deleting Members 24-30
Deleting Parent Members 24-31
Working with Shared Members 24-31
Creating Shared Members 24-32
About Dynamic Members 24-32
Working with Attributes 24-34
Understanding Attribute Data Types 24-35
Deleting Attributes 24-36
Working with Attribute Values 24-37
Creating Attribute Values 24-37
Assigning Attribute Values to Members 24-38
Editing and Deleting Attribute Values 24-38
Customizing Calendars 24-39
Defining How Calendars Roll Up 24-39
Creating and Editing Summary Time Periods 24-39
Deleting Summary Time Periods 24-40
Working with the Years Dimension 24-41
Adding Years to the Calendar 24-41
Editing Year Information 24-42
Renaming Time Periods 24-42
Assigning Aliases to Summary Time Periods 24-42
Editing the BegBalance Member 24-43
Setting Up Currencies 24-43
Enabling Multiple Currencies 24-43
Specifying Exchange Rates 24-51
Setting up Dynamic Time Series Members 24-52
Additional Supported Application Features 24-54
Considerations for Alternate Hierarchies in Period Dimensions 24-55
Working with UDAs 24-55
Working with Member Formulas 24-56
Viewing Details of Formula Validation 24-57
Working with Formula Expressions 24-58
Administering Forms 24-62
About Forms 24-62
Form Components 24-63
Form Design Considerations 24-64
Understanding Implied Sharing in Forms 24-65
Creating Forms 24-66
xix

Defining the Layout 24-67
About Precision Settings 24-80
Setting Form Precision and Other Options 24-80
Moving Data Using Smart Push 24-81
Creating Asymmetric Rows and Columns 24-81
Adding Formula Rows and Columns 24-82
Defining Form Page and Point of View 24-82
Designing Specific Types of Forms 24-83
Designing Forms for Multiple Currencies 24-83
Designing Forms with Formula Rows and Columns 24-84
Designing Forms with Data Validation 24-84
Designing Forms with Global Assumptions 24-84
Designing Forms for Rolling Forecasts 24-84
Designing Flex Forms 24-88
Working with Forms and Form Components 24-89
Selecting and Opening Forms and Folders 24-89
Previewing Forms 24-90
Printing Form Definitions 24-90
Searching for Forms 24-91
Editing Forms 24-91
Moving, Deleting, and Renaming Forms 24-92
How Cell Formatting in Smart View Persists in Planning 24-92
Managing Forms and Folders 24-93
Creating Folders 24-93
Working with Folders 24-94
Administering Rules 24-94
About Rules 24-95
Adding and Removing Rules in Forms 24-95
Setting Business Rule Properties 24-96
Viewing Rules Usage 24-98
About Runtime Prompts 24-101
Understanding Runtime Prompts 24-101
About Runtime Prompts and Approvals Security 24-105
Designing Secure Runtime Prompts 24-106
Using Groovy Rules 24-107
About Groovy Business Rules 24-107
Java API Reference for Groovy Rules 24-109
Groovy Business Rule Examples 24-109
Groovy Business Rule Tutorial Videos 24-109
Groovy Business Rule Tutorials 24-110
Groovy Rule Business Scenarios 24-112
xx

Administering Rules Security 24-123
Assigning Access to Rules 24-124
Adding, Editing, and Removing Access to Rules 24-124
Assigning Access to Groovy Templates 24-125
Administering Smart Lists 24-125
Working with Smart Lists 24-125
Synchronizing Smart Lists in Reporting Applications 24-126
Setting Smart List Properties 24-127
Defining Smart List Entries 24-129
Previewing Smart Lists 24-129
Displaying #MISSING with Smart Lists 24-130
Administering Task Lists 24-130
Working with Task Lists 24-131
Adding Instructions to Task Lists 24-131
Adding Tasks to Task Lists 24-131
Editing Task Lists 24-135
Editing Tasks 24-135
Copying and Moving Tasks 24-136
Moving and Reordering Task Lists 24-136
Clearing Task Lists 24-137
Deleting Tasks and Task Lists 24-137
Assigning Access to Task Lists 24-138
Adding Access to Task Lists 24-138
Changing and Removing Access to Task Lists 24-138
Clearing Cell Details 24-139
Copying Data 24-140
Copying Versions of Data 24-142
Administering Application Diagnostics 24-143
About Application Diagnostics 24-143
Assumptions 24-143
How Application Diagnostics Works 24-144
Using Application Diagnostics Graphs 24-144
Launching Application Diagnostics 24-145
Modifying Artifacts for Optimal Performance 24-146
Managing Approvals 24-147
About the Approvals Process 24-147
About Approval Units 24-148
Approvals Process 24-148
Data Validation Rules 24-149
Task Lists 24-149
Setting Up Email for Approvals Notification 24-149
xxi

Defining the Approvals Process 24-150
Budget Process 24-150
Approval Operations and Data Validations 24-150
Starting and Supporting the Review Process 24-151
Managing Submission Phases with Approval Groups 24-151
Understanding Approval Groups 24-152
Defining Approval Groups 24-152
Approval Group Anchor and Nonanchor Dimensions 24-153
Editing, Duplicating, and Deleting Approval Groups 24-154
Assigning Approval Groups to an Approval Unit Hierarchy 24-154
Printing Approval Unit Annotations 24-156
Creating Approval Status Reports 24-156
Approval Unit Promotional Path 24-158
Modifying the Approval Unit Promotional Path 24-158
Design Considerations for Approval Unit Promotional Path Data Validation Rules 24-161
Managing Approval Unit Hierarchies 24-161
About Approval Unit Hierarchies 24-161
Working with Approval Unit Hierarchies 24-161
Assigning Approval Unit Hierarchy Scenario and Version Combinations 24-174
A Naming Restrictions
Naming Restrictions for Applications and Databases A-1
Naming Restrictions for Dimensions, Members, and Aliases A-2
Dimension and Member Names in Calculation Scripts, Report Scripts, Formulas, Filters,
and Substitution Variables A-5
Restrictions for User and Group Names A-6
B Form Formula Functions
About Form Formula Functions B-1
Working with Formulas B-1
Creating Formulas B-1
Editing Formulas B-2
Deleting Formulas B-2
Formula Functions B-2
Arguments B-4
Numeric Arguments B-4
Row, Column, or Cell Reference Arguments B-4
Property Arguments B-6
Embedded Functions as Arguments B-9
Abs B-9
xxii

Average B-10
AverageA B-11
Count B-12
CountA B-13
Difference B-14
Eval B-15
IfThen, If B-15
Notes on Conditions B-18
Complex Conditions B-18
Max B-19
Min B-19
Mod B-20
PercentOfTotal B-21
Pi B-22
Product B-22
Random B-23
Round B-23
Sqrt B-24
Sum B-24
Truncate/Trunc B-25
Variance/Var B-26
VariancePercent/VarPer B-28
C Optimizing the Application
Optimizing Performance C-1
About Reordering Dimensions C-1
Writing #MISSING Values C-1
Other Performance Optimization Tips C-2
D Understanding Application Artifacts
Planning Artifacts D-1
Configuration Artifacts D-1
Essbase Data Artifacts D-2
Global Artifacts D-2
Cube Artifacts D-4
Relational Data Artifacts D-4
Security Artifacts D-5
xxiii

E Using Smart View to Manage Applications
About Managing Applications in Smart View E-1
Installing Smart View and the Admin Extension for Application Management E-2
Controlling the Display of Application Management Options in Smart View E-4
Downloading the Application Templates E-4
Downloading the Template in Smart View E-5
Downloading the Application Template Zip File from the Web Interface E-5
Creating an Application E-6
Working with Artifacts in the Application Template E-7
About Working with Artifacts in the Application Template E-8
Application Definition E-8
Dimension Definition E-12
Attribute Dimension Definition E-18
Data Definition E-19
Substitution Variable Definition E-21
Security Definition E-22
Advanced Settings Definition E-23
Updating an Application in Smart View E-27
Deleting an Application E-28
Planning Admin Extension and Office AutoCorrect E-29
F Using Smart View to Import and Edit Application Metadata
About Using Smart View to Work with Application Metadata F-1
Installing Smart View and the Admin Extension for Editing Dimensions F-2
Using Smart View Grids to Import and Edit Application Metadata F-3
About the Smart View Grid F-3
The Smart View Grid and Ribbon Display F-4
Guidelines for Using the Smart View Grid F-5
Default Metadata Dimension Member Properties F-6
Importing Dimensions in Smart View F-8
Importing Dimensions in Smart View for Office F-9
Importing Dimensions in Smart View (Mac and Browser) F-10
Editing Members in Smart View F-12
Adding Application Members in Smart View F-12
Adding Members in Smart View F-13
Guidelines for Adding Members in Smart View F-14
Moving Members in Smart View F-14
Guidelines for Moving Members in Smart View F-15
Working with Attribute Dimensions F-15
Adding Attribute Dimension Members in Smart View F-15
xxiv

Adding Attribute Dimension Members in Smart View for Office F-15
Adding Attribute Dimension Members in Smart View (Mac and Browser) F-17
Associating Attribute Dimension Members with Dimension Members F-19
Designating Shared Members in Smart View F-21
Refreshing Databases F-21
Refreshing Databases in Smart View for Office F-21
Refreshing Databases in Smart View (Mac and Browser) F-22
Planning Admin Extension and Office AutoCorrect F-24
G Best Practices for Designing Your Application
Best Practices for Getting Started G-1
Best Practices for Planning Your Application G-3
Best Practices for Applying Your Design G-5
Best Practices for the Design Walkthrough G-5
H Frequently Asked Questions
xxv

For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=docacc.
Access to Oracle Support
Oracle customers that have purchased support have access to electronic support
through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/
lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs
if you are hearing impaired.
xxvi

Documentation Feedback
To provide feedback on this documentation, click the feedback button at the bottom of the
page in any Oracle Help Center topic. You can also send email to epmdoc_ww@oracle.com.
xxvii

1
Creating and Running an EPM Center of
Excellence
A best practice for EPM is to create a CoE (Center of Excellence).
An EPM CoE is a unified effort to ensure adoption and best practices. It drives transformation
in business processes related to performance management and the use of technology-
enabled solutions.
Cloud adoption can empower your organization to improve business agility and promote
innovative solutions. An EPM CoE oversees your cloud initiative, and it can help protect and
maintain your investment and promote effective use.
The EPM CoE team:
• Ensures cloud adoption, helping your organization get the most out of your Cloud EPM
investment
• Serves as a steering committee for best practices
• Leads EPM-related change management initiatives and drives transformation
All customers can benefit from an EPM CoE, including customers who have already
implemented EPM.
How Do I Get Started?
Click to get best practices, guidance, and strategies for your own EPM CoE: Introduction to
EPM Center of Excellence.
Learn More
• Watch the Cloud Customer Connect webinar: Creating and Running a Center of
Excellence (CoE) for Cloud EPM
• Watch the videos: Overview: EPM Center of Excellence and Creating a Center of
Excellence.
• See the business benefits and value proposition of an EPM CoE in Creating and Running
an EPM Center of Excellence.
1-1

2
Getting Started
Planning is a budgeting and forecasting solution that integrates financial and operational
planning processes and improves forecast accuracy.
Related Topics
• About Planning
The Planning application is a related set of dimensions and dimension members used to
meet a set of planning needs.
• Application Features
Key features in the Planning application enable you to reduce budgeting and planning
cycles and improve forecast reliability.
• Launching the Application
• About the Home Page
After you create the business process, the Home page is the launch point for accessing
your business process tasks.
• Using Dynamic Tabs in Redwood Experience
Work on related artifacts within tabs without navigating away from a parent artifact.
• Considerations When Using the Application Interface
• Managing Application Access
About Planning
The Planning application is a related set of dimensions and dimension members used to
meet a set of planning needs.
Each Planning application has its own accounts, entities, scenarios, and other data elements.
See this guide for Planning administration tasks, including:
• Creating, deleting, and managing a Planning application
• Creating forms, task lists, and menus
• Managing currency conversions and exchange rates
• Identifying the review and approval process, requirements, and participants, and
managing the budgeting process
Tutorials
Tutorials provide instructions with sequenced videos and documentation to help you learn a
topic.
Your Goal Learn How
Get an introduction to Planning.
Planning Overview
2-1

Your Goal Learn How
Get an introduction to:
• A typical planning process using Planning
• Planning, budgeting, and forecasting workflow
concepts and tools
• The benefits of planning using multiple
scenarios
• The budget submission process
Planning Process Overview
Log on to Planning, navigate Planning, and access
Planning in Oracle Smart View for Office.
Navigating Planning
Application Features
Key features in the Planning application enable you to reduce budgeting and planning
cycles and improve forecast reliability.
The application:
• Facilitates collaboration, communication, and control across multidivisional global
enterprises
• Provides a framework for perpetual planning, to manage volatility and frequent
planning cycles
• Decreases the total cost of ownership through a shorter roll out and
implementation phase, and easier maintenance for an application
• Enhances decision-making with reporting, analysis, and planning
• Promotes modeling with complex business rules and allocations
• Integrates with other systems to load data
Videos
Your Goal Watch This Video
Get an introduction to the key features in
Planning. Overview: Tour of Planning in EPM
Enterprise Cloud
Links to topics about the key application features described in the video:
• Designing Dashboards
• Managing Sandboxes
• Editing Dimension Properties in the Simplified Dimension Editor
• Using Ad Hoc for Data Entry and Analysis
• Defining Valid Intersections
• Moving Data from One Cube to Another Cube Using Smart Push in Administering
Data Integration for Oracle Enterprise Performance Management Cloud
• Using Your Own Excel Formulas in Planning
Chapter 2
Application Features
2-2

Tutorials
topic.
Your Goal Learn How
Learn which options are available for integrating
with Planning.
Getting Started with Integration for
Oracle EPM Cloud Planning
Launching the Application
This topic describes the unique launch URLs that are used to launch Oracle Enterprise
Performance Management Cloud applications.
A Service Administrator is responsible for providing the unique URLs to users.
Launching EPM Standard Cloud Service and EPM Enterprise Cloud Service
Applications
Customers provisioned to EPM Standard Cloud Service and EPM Enterprise Cloud Service
instances will use URLs similar to the following to access their environments:
• Production environment URL: https://epm-
idDomain.epm.dataCenter.oraclecloud.com/epmcloud
• Test environment URL: https://epm-test-
For example, for EPM Cloud environments provisioned with identity domain exampleDoM in
exampleDC data center, the URLs may be as follows:
• Production environment: https://epm-exampleDoM.epm.exampleDC.oraclecloud.com/
epmcloud
• Test environment: https://epm-test-exampleDoM.epm.exampleDC.oraclecloud.com/
epmcloud
This is a change from previous versions of EPM Cloud where each application used a
separate context to access environments. See Sample EPM Cloud URLs in Getting Started
with Oracle Enterprise Performance Management Cloud for Administrators .
Launching a Planning and Budgeting Cloud Application
To launch a Planning and Budgeting Cloud application, enter the following URL in a new
browser window:
https://Oracle PBCS service name/HyperionPlanning;
For example:
https://testnew1-testnew1.pbcs.us1.oraclecloud.com/HyperionPlanning;
Chapter 2
Launching the Application
2-3

For information about enabling access to application artifacts on mobile devices and
for considerations when using the application, see Managing Application Access.
About the Home Page
After you create the business process, the Home page is the launch point for
accessing your business process tasks.
The interface provides an intuitive user experience and an overview for quick access
to commonly used functions. For example, users can access their tasks, work with
data, approve budgets, view reports, and control settings. Service Administrators can
manage and customize the business process, create forms, dashboards, and infolets,
import and export data and metadata, schedule jobs, define valid intersections, make
announcements, and create cross-environment connections.
All newly created or re-created Oracle Enterprise Performance Management Cloud
services, business processes, and applications use the Redwood Experience as the
default theme. You can change the general look and feel of your EPM Cloud
environment on the Appearance page. On the Appearance page, you can enable the
Redwood Experience or choose a classic theme. Each theme provides different
background colors, icon styles, and so on. You can also add a branding logo and
background images to the Home page. To change the general look and feel of your
environment, see Customizing Your Display.
Example Home Page Displaying the Redwood Experience
Global Header
The global header is the area that stretches across the top of the user interface. It
contains navigation icons as well as access to accessibility settings and the Settings
and Actions menu. You can also switch between navigation flows from the global
header.
Parts of the global header from left to right:
Chapter 2
About the Home Page
2-4

Global Header Part Description
The Navigator icon opens the Navigator menu, which serves as a
sitemap of the business process and displays links to all of the
business process pages to which you have access.
Note:
Some of the links in the Navigator
menu are available only if you're
accessing the business process from
the desktop.
Click the Oracle logo to return to the Home page while working
elsewhere in the business process. You can display a custom logo
instead of the Oracle logo by selecting a Logo Image on the
Appearance page.
The name of the current business process. You can hide the
business process name by selecting No for the Display Business
Process Name option on the Appearance page.
The Home icon refreshes the Home page or returns you to the
Home page while working elsewhere in the business process.
Click the Accessibility Settings icon to enable accessibility
features.
If you belong to multiple groups or if a navigation flow is assigned
to a role, click the navigation flow icon to switch navigation flows
at runtime.
Click your user name to access the Settings and Actions menu.
Work Area
The work area on the Home page displays either a theme-based background image or a
custom background image. The icons that display in the work area link you to each functional
area of the business process to which you have access; for example, Financials,
Dashboards, Approvals, and Data. The three dots above an icon label denotes that the icon
opens a grouping of sub-icons, called a cluster.
The Academy icon links you to a variety of resources about using the business process.
To replace the theme-based background image in the work area with a custom background
image, select Background Image on the Appearance page.
Infolet Navigation
If your business process uses infolets to show high-level, essential information, you can
explore them by clicking the dots that appear beneath the global header. Arrows are also
available on the sides of the Home page to help you navigate easily between the Home page
and infolet dashboard pages.
Chapter 2
About the Home Page
2-5

Announcements Panel
The Announcements Panel displays your user name and profile picture (if set), any
system announcements entered by the Service Administrator, and helps you track
your activity.
Chapter 2
About the Home Page
2-6

• You can set your profile picture to display at the top of the Announcements panel of the
Home page. To set your profile picture, click Tools, and then User Preferences.
For more information, see Setting Your Profile Picture in Working with Planning .
• Activity: Summarizes system announcements (the most recent announcement, sorted
by effective date, appears at the top) and lists your open tasks. Click Announcements to
flip the panel and view announcements. Click Tasks Due Today to flip the panel and
view your tasks.
• Recent: Displays a list of links to recently visited forms and dashboards (up to 15 items).
Clicking a link will launch the item in a secondary window. Clicking the star next to a link
will tag it as a favorite.
• Favorites: Displays a list of links to forms or dashboards that were tagged as favorites,
and prevents them from being overwritten. Click a link in Favorites to launch the item in
Chapter 2
About the Home Page
2-7

a secondary window. To add items to Favorites, click Recent to view your recent
user activity, and then click the star to the right of the item.
• : Click the Tour icon to launch a video about key features in the business
process.
Videos
Explore the default Redwood Experience
theme. Overview: Announcing EPM Cloud's
new Redwood Theme
Learn how to customize the interface to
streamline workflow. Overview: Customizing Workflow in
Enterprise Performance Management Cloud
Using Dynamic Tabs in Redwood Experience
Work on related artifacts within tabs without navigating away from a parent artifact.
About Dynamic Tabs
Dynamic tabs enable you to view multiple artifacts on a single page. For example, if
you've a form open, you can open other related forms, and dashboards. These
additional artifacts are denoted by horizontal tabs at the bottom of the page. This
feature is for users who do want to view multiple artifacts simultaneously, but don't
want to have multiple browser windows open. The dynamic tabs feature is available
only if Redwood Experience is enabled.
Note:
You can enable Redwood Experience on the Appearance page of your
business process.
Chapter 2
2-8

Dynamic tabs terminology:
• Dynamic Tab: A tab that is added at the bottom of the page to the right of the source tab
when a related artifact is launched. Only dynamic tabs will display a close icon.
• Source Tab: The page from where the dynamic tab was launched.
If your Oracle Enterprise Performance Management Cloud environment includes tabs from
another EPM Cloud environment, dynamic tabs are supported for those cross-environment
tabs.
Considerations When Using Dynamic Tabs
• You must enable Redwood Experience to use dynamic tabs. If you're using a theme other
than Redwood Experience for your business process, dynamic tabs aren't available.
• You can open up to 30 tabs on a page. If you attempt to open more than 30 tabs, you'll
see a message prompting you to close a few tabs before opening new tabs.
• Long artifact names will appear truncated on tabs.
Working with Dynamic Tabs
Source and dynamic tabs display at the bottom of the page on which you're working.
When you launch a new dynamic tab from an existing tab or listing page, the new tab is
added to the right of the existing tab and the focus will move to the newly launched tab.
Dynamic tabs are preserved for the current session only. The last tab displayed is retained
the next time you access the page within the same session. If you log out and then log back
in, if you reload a navigation flow, or if you switch to another navigation flow, dynamic tabs
won't be retained. If there is any unsaved data, you'll be prompted to save it before you
proceed.
Each new action you perform opens a new dynamic tab. For example, you perform a drill
through on Form1 and then perform a drill through on Form2, this will open two dynamic tabs.
If you perform another drill through on Form1, the action will relaunch the previously opened
tab.
Artifacts that were launched in dynamic tabs will also be listed in your recent history on the
Announcements Panel. Dynamic tabs can also be added to Favorites in the Announcements
Panel.
Dynamic tabs display a close icon. If there is any unsaved data on a tab, you'll be prompted
to save it before closing the tab. After a tab is closed, the focus will move to the tab that's to
the left of the closed tab. If you're closing a tab that's not in focus, the focus remains on the
tab that's currently in view. To close all dynamic tabs, right-click any horizontal tab displayed
at the bottom of the page and click Close All Tabs.
Videos
Learn how to navigate with dynamic tabs to
multi-task with different artifacts. With
dynamic tabs, you can open related artifacts
while keeping the original artifacts open.
Navigating with Dynamic Tabs
Chapter 2
2-9

Considerations When Using the Application Interface
Note the following considerations when using the application interface:
• The interface supports only Landscape mode for iPad and Android tablets.
• The user experience on tablets is better on iPad than on Android devices.
• Oracle recommends using the Safari web browser with iPads and Google Chrome
with Android devices.
• If you use Windows 10, the interface might appear in a magnified (or zoomed in)
state if your scaling isn't set to 100%. Windows 10, by default, might have 125% or
150% scaling.
• A PDF viewer is required to view reports on the tablet. Oracle recommends the
Adobe PDF viewer, but it can be opened in Kindle or Polaris Office on Android
devices or a similar application on the iPad.
• For information on copying and pasting data between Microsoft Excel and
application web forms, see Copying and Pasting Data Between Microsoft Excel
and Application Web Forms.
Managing Application Access
Related Topics
• Enabling Access to Application Artifacts On Mobile Devices
• About Cell Formatting
• Copying and Pasting Data Between Microsoft Excel and Application Web Forms
• About Instant Save
• About Autosave
Enabling Access to Application Artifacts On Mobile Devices
To work with artifacts such as forms, task lists, and business rules on mobile devices,
Service Administrators must enable access to those artifacts for users.
To enable access to application artifacts on mobile devices:
1. From the Home page, click Navigator , and then under Setup, click Access
Simplified Interface.
2. In Access Simplified Interface, click to launch the forms, tasks, and rules
selector.
3. In the Selector, select the forms, tasks, and rules you want to enable for mobile
device access, and then click OK.
4. Back in Access Simplified Interface, select the Forms, Tasks, and Rules tabs to
view the artifacts that are enabled for mobile device access.
Chapter 2
Considerations When Using the Application Interface
2-10

About Cell Formatting
You can apply either the formatting saved in Oracle Smart View for Office or the formatting
set up in Planning for the form.
To select which formatting to apply:
1. In the form, click Actions, and then Apply.
2. Click:
• Cell Styles: To use Planning's formatting
• Custom Styles: To use the formatting saved in Smart View
Copying and Pasting Data Between Microsoft Excel and Application Web
Forms
To copy and paste data from Microsoft Excel:
1. In Excel, highlight the data in one cell or in a range of cells, and press Ctrl+C to copy the
data onto the clipboard.
2. Highlight and select the target cell or cells in the application Web form, and then press
Ctrl+V.
3. When the Clipboard helper is displayed, press Ctrl+V again. The data is pasted to the
Clipboard helper.
4. Click Paste to paste the data into the application Web form.
About Instant Save
When users work in forms and they click Save, their new or changed data is saved instantly
—without a confirmation message—if the structure of the form hasn't changed. For example,
instant save works automatically unless any of these options is selected for the form
(because they change the structure of the form):
• Suppress missing data
• Suppress missing blocks
• A business rule is selected to launch on Save (other than the default Calculate Form and
Calculate Currencies business rules).
About Autosave
If the Grid Property option Enable Autosave is selected for a form, when users move out of
a cell, their changes are automatically saved, with no prompt or message. Cell values are
aggregated to their parents, and the affected cells display with a green background. Also,
with this option selected, users can use Ctrl+Z to undo changes.
For autosave to work, the following suppress options must be turned off because they change
the structure of the form:
• Suppress missing data
• Suppress missing blocks
Chapter 2
2-11

For more information on this option and its dependent option, Run Form Rules on
Autosave, see Setting Form Grid Properties.
Chapter 2
2-12

3
Creating a Planning Application
Create an application based on your planning needs.
Depending on the type of Oracle Enterprise Performance Management Cloud service you've
purchased, there are two approaches to creating an application:
• EPM Standard Cloud Service or EPM Enterprise Cloud Service application. See Creating
an EPM Cloud Service Application.
• Planning and Budgeting Cloud application. See Creating a Planning and Budgeting Cloud
Application.
Creating an EPM Cloud Service Application
Create an Oracle Enterprise Performance Management Cloud Service application based on
your planning needs.
Related Topics
• EPM Cloud Services
• Creating an EPM Enterprise Cloud Service Application
• Creating an EPM Standard Cloud Service Application
• What Applications Can I Migrate to EPM Standard Cloud Service and EPM Enterprise
Cloud Service?
• EPM Cloud URL
• Enabling Strategic Modeling for Custom Applications
You can enable Strategic Modeling for use with existing Custom and Planning Modules
applications.
• Product Name and Terminology Changes
EPM Cloud Services
Oracle has two Oracle Enterprise Performance Management Cloud services: Oracle
Enterprise Performance Management Standard Cloud Service (EPM Standard Cloud
Service) and Oracle Enterprise Performance Management Enterprise Cloud Service (EPM
Enterprise Cloud Service).
To create EPM Cloud services applications, read these topics:
• About EPM Cloud Services
• EPM Standard Cloud Service
• EPM Enterprise Cloud Service
To create a Planning and Budgeting Cloud application, see Creating a Planning and
Budgeting Cloud Application.
3-1

About EPM Cloud Services
EPM Standard Cloud Service and EPM Enterprise Cloud Service provide end-to-end
applications to meet the requirements of most organizations and ensure a connected
and agile experience across multiple applications:
The applications and features available to you depend on the specific Oracle
Enterprise Performance Management Cloud service that you purchased. Generally,
the EPM Enterprise Cloud Service includes everything in the EPM Standard Cloud
Service as well as additional offerings as illustrated in the following image:
Videos
Learn the differences between EPM
Standard Cloud Service and EPM
Enterprise Cloud Service.
Overview of EPM Standard Cloud
Service and EPM Enterprise Cloud Service
Learn how to set up Planning in Oracle
EPM Standard Cloud and Oracle EPM
Enterprise Cloud.
Setting Up Planning in Cloud EPM
EPM Standard Cloud Service
EPM Standard Cloud Service is a suite of business processes, primarily for small and
mid-sized businesses, and for businesses with lower complexity requirements to
Chapter 3
3-2

support planning and budgeting, consolidation and close, account reconciliation, and
narrative reporting processes.
The following image describes what's available in EPM Standard Cloud Service:
Additionally, Data Management, which enables you to integrate data from source systems, is
included with EPM Standard Cloud Service. Clients and command line tools, such as Oracle
Smart View for Office and EPM Automate Utility, are also included.
An EPM Standard Cloud Service instance allows you to deploy and use one of the supported
business processes. To deploy another business process, you must request another EPM
Standard Cloud Service subscription or remove the current business process.
Watch this video to learn more about the value of EPM Standard Cloud Service and EPM
Enterprise Cloud Service:
Overview of EPM Standard Cloud Service and EPM Enterprise Cloud Service
Planning delivers instant value and greater productivity for business planners, analysts,
modelers, and decision-makers across all lines of business of an enterprise.
Planning is available with:
• Capital
• Financials
• Projects
• Workforce
• Strategic Modeling
With the exception of Strategic Modeling, these are available with preseeded configurable
content including dimensions, models, forms, rules, dashboards, infolets, and reports.
Strategic Modeling is available with standard and industry templates that can be leveraged to
create a customized scenario models with flexible blended scenario business cases.
Chapter 3
3-3

The Planning business process available in the EPM Standard Cloud Service does not
support the following:
• Custom application, which allows a high degree of application customization to
support business requirements
• FreeForm application, which enables you to deploy applications with no dimension
requirements and also create applications using Essbase outline files
• Use of the Groovy scripting language to create or customize business rules
See Overview of Planning (Planning and Budgeting Cloud) in Getting Started with
Oracle Enterprise Performance Management Cloud for Administrators .
Watch this video for an overview of Planning in EPM Standard Cloud Service:
Overview: Planning in EPM Standard Cloud
EPM Enterprise Cloud Service
EPM Enterprise Cloud Service comprises the full suite of Oracle Enterprise
Performance Management Cloud business processes supporting a comprehensive
array of activities spanning planning and budgeting, consolidation and close, account
reconciliation, profitability and cost management, tax reporting, enterprise data
management, and narrative reporting.
The following image describes what's available in EPM Enterprise Cloud Service:
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Watch this video to learn more about the value of EPM Standard Cloud Service and EPM
Enterprise Cloud Service:
Overview of EPM Standard Cloud Service and EPM Enterprise Cloud Service
An EPM Enterprise Cloud Service instance allows you to deploy and use one of the
supported business processes. To deploy another business process, you must request
another EPM Enterprise Cloud Service instance or remove the current business process. The
business processes that you deploy share the same identity domain to facilitate user
management and assigning of roles. Access to resources belonging to a business process is
individually controlled for each business process.
EPM Enterprise Cloud Service supports custom applications, module-based Planning, and
FreeForm applications to deliver instant value and greater productivity for business planners,
analysts, modelers, and decision-makers across all lines of business of an enterprise.
Custom applications facilitate creation of a streamlined process-driven custom solution.
Module-based Planning comes bundled with pre-packaged Capital, Financials, Projects,
Strategic Modeling, and Workforce modules.
FreeForm applications help you to create an unrestricted free form dimension solution using
an Essbase outline file. Additionally, EPM Enterprise Cloud Service supports the use of the
Groovy scripting language to customize business rules in Planning.
See Overview of Planning (Planning and Budgeting Cloud) in Getting Started with Oracle
Enterprise Performance Management Cloud for Administrators .
Watch this video for an overview of Planning in EPM Enterprise Cloud Service:
Overview: Planning in EPM Enterprise Cloud
Creating an EPM Enterprise Cloud Service Application
The landing page is your starting point for creating an application and for viewing overview
videos that help you get started.
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Each subscription to the EPM Enterprise Cloud Service allows you to create one
application. Click SELECT under the application description to see available options.
About Making Selections to Create an Application
The EPM Enterprise Cloud Service landing page presents the applications that you
can create.
Note:
After you initiate the creation of an application, you cannot return to the
landing page. If wish to return to the landing page to create a different
application, you must first reset your environment to its original state. See
Switching to a Different Business Process in Getting Started with Oracle
You have three options to create an application:
• Create a sample application
• Create a new application
• Use an existing snapshot to create an application
These options are displayed on an application-specific landing page similar to the
following illustration:
On the landing page, click SELECT under Planning to view available options for
creating a Planning application.
• Create a sample application: Click CREATE to automatically create the Vision
sample application, which is a valuable tool to explore the planning and budgeting
process. See Creating a Sample Application.
• Create a new application: Click START to create a Planning application. You can
create a Custom, FreeForm, or Planning Modules application to meet your
business needs.
– Custom: Supports most planning and budgeting requirements through
complex business logic, such as business rules and allocations. Select this
option if your requirements would necessitate a high degree of application
customization. See Creating a Standard Application.
Additionally, when you create an application of type Custom, you have the
option to enable Strategic Modeling for use with your application. You do this
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by selecting the Strategic Modeling option on the Create Applications: Details
screen.
You can enable Strategic Modeling for use with your custom applications even if you
do not enable it when creating the application. To enable Strategic Modeling for an
existing EPM Enterprise Cloud Service custom application. See Enabling Strategic
Modeling for Custom Applications.
Note:
You can create a single currency or multicurrency application. Multicurrency
custom applications are created using simplified multicurrency.
– Free Form: Supports a FreeForm application and does not require Currency, Entity,
Scenario, and Version dimensions and their member hierarchies. FreeForm
applications are created using an Essbase outline file (OTL) from an on-premises
deployment to import dimensions and members. The outline file name can have a
maximum of eight characters because the file name is used to name the cube of the
FreeForm application. See Creating a FreeForm App.
For information on loading data into a FreeForm application, see Loading Data to a
Free Form Application in Administering Data Integration for Oracle Enterprise
Performance Management Cloud .
– Module: Sets up the cubes required for Capital, Financials, Projects, Workforce and
Strategic Modeling. Choose this option to create an application that supports best
practices and industry standard functionality. See Creating an Application in
Administering Planning Modules .
Note:
You can create a single currency or multicurrency application. Multicurrency
applications are created using simplified multicurrency.
• Migrate: Click MIGRATE to create a custom Planning application from a snapshot that
you previously uploaded to the environment. See What Applications Can I Migrate to
EPM Standard Cloud Service and EPM Enterprise Cloud Service? in Getting Started with
Oracle Enterprise Performance Management Cloud for Administrators for prerequisites
and snapshot compatibility.
Note:
You cannot enable Strategic Modeling for your custom application after
importing a snapshot created from an application for which Strategic Modeling
is not enabled. Strategic Modeling is automatically enabled if the snapshot
contains Strategic Modeling artifacts.
See these topics in Administering Migration for Oracle Enterprise Performance
Management Cloud :
– Backing up Artifacts and Application in Administering Migration for Oracle Enterprise
Performance Management Cloud
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– Uploading Archives to the Service in Administering Migration for Oracle
Enterprise Performance Management Cloud
– Importing Artifacts and Application from a Snapshot in Administering Migration
for Oracle Enterprise Performance Management Cloud
Creating an EPM Standard Cloud Service Application
The landing page is your starting point for creating an application and for viewing an
overview video tour to help you get started.
Each subscription to the EPM Standard Cloud Service allows you to create one
application.
About Making Selections to Create an Application
The EPM Standard Cloud Service landing page presents the applications that you can
create.
Note:
After you initiate the creation of an application, you cannot return to the
landing page. If wish to return to the landing page to create a different
application, you must first reset your environment to its original state. See
Switching to a Different Business Process in Getting Started with Oracle
You have two options to create an application:
• Choosing your own settings to create the application
• Using an existing snapshot to create the application
These options are displayed on an application-specific landing page similar to the
following illustration:
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On the landing page, click SELECT under Planning to view available options for creating a
Planning application.
Note:
You can have only one custom input cube and one reporting cube in the application.
• Create a new application: Click START to create a Module-based Planning application.
See Setting Up Your Application in Administering Planning Modules .
• Migrate: Click MIGRATE to import a Standard Planning application from a snapshot that
you previously uploaded to the environment. See What Applications Can I Migrate to
EPM Standard Cloud Service and EPM Enterprise Cloud Service? for prerequisites and
snapshot compatibility.
See these topics in Administering Migration for Oracle Enterprise Performance
Management Cloud :
– Backing up Artifacts and Application in Administering Migration for Oracle Enterprise
– Uploading Archives to the Service in Administering Migration for Oracle Enterprise
– Importing Artifacts and Application from a Snapshot in Administering Migration for
Oracle Enterprise Performance Management Cloud
What Applications Can I Migrate to EPM Standard Cloud Service and EPM
Enterprise Cloud Service?
The following applications provide an option to migrate a snapshot to create an application in
EPM Standard Cloud Service and EPM Enterprise Cloud Service environments.
• Planning
• Financial Consolidation and Close
• Account Reconciliation
• Profitability and Cost Management
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• Tax Reporting
• Data Management
Note:
Tax Reporting, Data Management, and Profitability and Cost Management
applications are not available in EPM Standard Cloud Service.
These Migration Scenarios are Always Supported
• You can migrate a EPM Standard Cloud Service or EPM Enterprise Cloud Service
application. For example, after creating a snapshot of an EPM Standard Cloud
Service application, you recreated the service. You can use the snapshot to
recreate the EPM Standard Cloud Service application.
• You can migrate a snapshots created in a EPM Standard Cloud Service or EPM
Enterprise Cloud Service test environment to a production environment, and
conversely.
• For legacy environments, migration of snapshots from test to production
environments, and conversely, is supported if both environments use the same
Essbase version. You can also migrate from a legacy environment that uses Non-
Hybrid Essbase to an environment that uses Hybrid Essbase, but not conversely.
See About Essbase in EPM Cloud in Getting Started with Oracle Enterprise
Performance Management Cloud for Administrators for more information.
These Migration Scenarios are Never Supported
• Migrating a snapshot from EPM Standard Cloud Service or EPM Enterprise Cloud
Service to a legacy environment.
• Migrating snapshots taken from environments that use Hybrid Essbase to
environments that use Non-Hybrid Essbase.
• Migrating a snapshot from EPM Standard Cloud Service, EPM Enterprise Cloud
Service or legacy environments to On-premises deployments.
Migration Paths for Legacy EPM Cloud Snapshots
Legacy snapshot refers to a snapshot taken from an Oracle Enterprise Performance
Management Cloud environment that is not an EPM Standard Cloud Service or EPM
Enterprise Cloud Service environment. By default, these environments are configured
with an Essbase version that does not support hybrid cubes (referred to as Non-hybrid
Essbase).
Because the following legacy environments allow you to enable Hybrid BSO cubes,
they may already be configured with an Essbase version that supports hybrid cubes
(referred to as Hybrid Essbase).
• Enterprise Planning and Budgeting Cloud
• Planning and Budgeting Cloud with Plus One option
See About Essbase in EPM Cloud in Getting Started with Oracle Enterprise
Performance Management Cloud for Administrators for detailed information on
Essbase use in EPM Cloud.
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For legacy environments, a self-service operation using the recreate EPM Automate Utility
command is available to upgrade Non-Hybrid Essbase to Hybrid Essbase. After upgrading
Essbase, you can enable Hybrid BSO cubes in Enterprise Planning and Budgeting Cloud.
Note:
You can upgrade legacy Planning and Budgeting Cloud environments to use Hybrid
Essbase. However, you cannot enable the use of Hybrid BSO cubes in these
environments.
Table 3-1 Migration Scenarios for Legacy EPM Cloud Snapshots
Legacy Snapshot
Source
Available Migration Paths Unavailable Migration Paths
Planning and Budgeting
Cloud (Non-Hybrid
Essbase)
Custom
• Legacy Planning and
Budgeting Cloud (Non-Hybrid
Essbase)
Budgeting Cloud (Hybrid
Essbase)
(Planning Modules,
FreeForm)
Planning
Planning and Budgeting
Cloud with Plus One
option (Hybrid or Non-
Hybrid Essbase)
Planning Modules
Budgeting Cloud with Plus
One option (Hybrid or Non-
Hybrid Essbase)
(FreeForm, Custom)
Budgeting Cloud (Non-Hybrid
Essbase)
Enterprise Planning and
Budgeting Cloud (Non-
Hybrid Essbase)
• Legacy Enterprise Planning
and Budgeting Cloud (Non-
Hybrid or Hybrid Essbase)
(Planning Modules)
(Custom, FreeForm)
Enterprise Planning and
Budgeting Cloud (Hybrid
Essbase)
and Budgeting Cloud (Hybrid
Essbase)
(Planning Modules)
(Custom, FreeForm)
Hybrid Essbase)
• *On-Premises 11.2.x
Planning
• On-Premises 11.1.2.4
Planning
• On-Premises 11.1.2.3
Planning
*On-Premises 11.2.x
Planning that uses
Essbase 21c cannot be
migrated to EPM Cloud.
Custom
Budgeting Cloud
(Planning Modules,
FreeForm)
Hybrid Essbase)
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Migration Paths for EPM Standard Cloud Service and EPM Enterprise Cloud
Service Snapshots
All EPM Standard Cloud Service and EPM Enterprise Cloud Service environments that
use Essbase use the newest version of Essbase that is capable of supporting Hybrid
Cubes. By default, Custom Planning, Planning Modules, and FreeForm applications
use Hybrid BSO cubes. See About Essbase in EPM Cloud in Getting Started with
Oracle Enterprise Performance Management Cloud for Administrators .
Table 3-2 Migration Scenarios for EPM Standard Cloud Service and EPM
Enterprise Cloud Service Snapshots
Snapshot Source Available Migration Paths Unavailable Migration Paths
EPM Standard
Cloud Service
Planning
• EPM Standard Cloud
Service Planning
• EPM Enterprise Cloud
Service Planning
Modules
(FreeForm, Custom)
• Legacy Planning and Budgeting
Cloud
• Legacy Enterprise Planning and
Budgeting Cloud
EPM Enterprise
Cloud Service
Custom Planning
EPM Enterprise Cloud
Service Custom Planning
(FreeForm, Planning Modules)
• Legacy environments (including
those using Hybrid Essbase)
EPM Enterprise
Cloud Service
Planning Modules
Service Planning Modules
(Custom, FreeForm)
EPM Enterprise
Cloud Service
FreeForm
Service FreeForm
(Custom, Planning Modules)
Migrating Planning Snapshots
These Planning migration scenarios are supported.
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Note:
• Legacy application refers to an application from the newest update of a non-
EPM Enterprise Cloud Service or EPM Standard Cloud Service subscription.
• Migration of applications from legacy Planning and Budgeting Cloud, Enterprise
Planning and Budgeting Cloud, and Planning and Budgeting Cloud with Plus
One option creates standard BSO cubes, which you may convert to Hybrid
cubes.
• For instructions on migrating on-premises Planning applications to Oracle
Enterprise Performance Management Cloud, see Migrating On-Premises
Applications to EPM Cloud in Administering Migration for Oracle Enterprise
Performance Management Cloud.
Note:
Attempts to import Groovy-based business rules and templates into a business
process that does not support Groovy will fail. For example, EPM Standard Cloud
Service planning and financial consolidation and close business processes do not
support Groovy-based business rules. Import of business rules and templates
exported from an application that supports Groovy, for example, from an EPM
Enterprise Cloud Service Planning business process, into EPM Standard Cloud
Service Planning business process will fail.
EPM Cloud URL
Customers provisioned to EPM Standard Cloud Service and EPM Enterprise Cloud Service
instances will use URLs similar to the following to access their environments:
• Production environment URL: https://epm-
• Test environment URL: https://epm-test-
For example, for Oracle Enterprise Performance Management Cloud environments
provisioned with identity domain exampleDoM in exampleDC data center, the URLs may be as
follows:
• Production environment: https://epm-exampleDoM.epm.exampleDC.oraclecloud.com/
epmcloud
• Test environment: https://epm-test-exampleDoM.epm.exampleDC.oraclecloud.com/
epmcloud
A Service Administrator is responsible for providing the unique URLs to users.
This is a change from previous versions of EPM Cloud where each application used a
separate context to access environments. See Sample EPM Cloud URLs in Getting Started
with Oracle Enterprise Performance Management Cloud for Administrators .
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Enabling Strategic Modeling for Custom Applications
You can enable Strategic Modeling for use with existing Custom and Planning Modules
applications.
To enable Strategic Modeling for an EPM Enterprise Cloud Service Custom
application:
1. Sign into the Custom or Planning Modules application as a Service Administrator.
2. Click Application and then Overview.
3. From Actions, select Enable Strategic Modeling.
4. If you are using navigation flows, complete a step to activate Strategic Modeling
artifacts:
• Reload Navigation Flows.
• Sign out and then sign in again.
To enable Strategic Modeling in a Planning Modules application, see Enabling
Strategic Modeling in Planning Modules.
Product Name and Terminology Changes
EPM Standard Cloud Service and EPM Enterprise Cloud Service have introduced
some product name and terminology changes which may not be reflected in the user
assistance collaterals, such as guides, learning paths, videos, screen shots, and
online help.
Table 3-3 Product Name and Terminology Changes
Old Terminology New Terminology
Planning and Budgeting Cloud Planning
Enterprise Planning and Budgeting Cloud Planning
Enterprise Planning and Budgeting Cloud
business processes; for example,
Workforce
Planning Modules
Enterprise Performance Reporting Cloud Narrative Reporting
Cloud Service Business process
Creating a Planning and Budgeting Cloud Application
Create a Planning and Budgeting Cloud application based on your planning needs.
Related Topics
• About Creating a Planning and Budgeting Cloud Application
• Selecting the Application Type
• Creating a Reporting Application
• Creating a Sample Application
• Creating a Standard Application
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• Choosing Setup Options
• Planning and Budgeting Cloud URL
• Taking the Product Tour
About Creating a Planning and Budgeting Cloud Application
Before you create your Planning and Budgeting Cloud application, we've provided some
guidelines and best practices to help you determine your requirements and design your
application so that it meets your business needs:
• See Best Practices for Designing Your Application.
• Click Take a quick tour. For more information, see Taking the Product Tour.
To create an application:
1. Log in and select Start under Finance, and then select Planning & Budgeting.
2. Select the type of application you want to create. See Selecting the Application Type.
• Creating a Reporting Application
• Creating a Sample Application
• Creating a Standard Application
• Choosing Setup Options
Videos
Learn how to create a Planning and Budgeting
Cloud application. Creating Planning Applications in Oracle
Planning and Budgeting Cloud
Tutorials
topic.
Your Goal Learn How
Get an introduction to the Oracle Enterprise
Performance Management Cloud Services,
instances, business processes, and features,
and to learn how to create Planning business
processes in EPM Cloud Service: Standard and
Enterprise subscriptions.
Creating the Planning Business Process
Selecting the Application Type
Select an application type:
• Standard: Builds advanced applications for any business process. Select from two
options:
– Sample: Quickly and automatically creates a demo application using the sample
Vision application that's provided. See Creating a Sample Application.
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– New: Builds an advanced custom application. See Creating a Standard
Application.
• Enterprise: Builds custom applications or uses predefined business processes to
create applications for Financials, Workforce, Capital, and Projects. You can also
build a Strategic Modeling solution. See Administering Planning Modules .
Note:
Only customers who purchase an Enterprise PBCS license or a PBCS
Plus One Business Process option license can select the Enterprise
application type. See Frequently Asked Questions for an explanation of
the PBCS Plus One Business Process option license.
• Reporting: Builds a basic application that you can expand over time. See Creating
a Reporting Application.
Creating a Reporting Application
A Reporting application is a basic application with one cube and the core components
that you need to get up and running quickly. If you later decide that you need more
complex business logic, you can convert a Reporting application into a Standard or
Enterprise application.
A Reporting application:
• Consists of one cube
• Allows you to add more dimensions
• Allows MDX member formulas only
• Doesn't support business rules, map reporting, copy data, copy versions,
exchange rates, or currency conversion
• Can be converted into a Standard or Enterprise application
Note:
– To convert a Reporting application into a Standard application, see
Converting to a Standard Application.
– To convert a Reporting application into an Enterprise application, see
Converting a Standard or Reporting Application to an Enterprise
Application.
Default dimensions and characteristics for a Reporting application:
• Account: Only the root member is provided.
• Entity: Only the root member is provided.
• Period: Members are created based on the answers provided during setup. Users
can add an alternate hierarchy later. The Beginning Balance and Year Total
periods are provided.
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• Years: Number of years, history, and future years are broken up based on the values
chosen during application creation. An All Year parent is provided. More years can be
added later. The default number of years is 10.
• Scenario: Five scenarios are provided: Plan, Actual, Forecast, Variance, and Variance
Comments.
• Version: Three versions are provided: Base, What If, and Final. Hierarchical versions are
allowed, for example, Base (child member)+What If (child member)=Final (parent
member).
Note:
Generic members aren't added to the dimensions.
To create a Reporting application:
1. Click Reporting.
2. Name your application and enter a description.
Note:
Ensure that you adhere to the application naming restrictions outlined in
Naming Restrictions.
3. The application provides setup options that you can select to help you create the initial
framework for your planning process. If you need help deciding which options to choose,
see Choosing Setup Options.
4. Review the summary screen, and, if the selections you made are correct, click Create.
After you create the application, populate it by performing these steps:
• Import metadata using the import feature. See Importing Metadata.
• Populate data by importing data from your source system. See Importing and Exporting
Data.
Creating a Sample Application
Planning provides a Sample application, called Vision, that lets you quickly create an
application with artifacts and data.
Note:
To create a Standard application, see Creating a Standard Application.
To automatically create the Sample application, click Standard, and then click Sample.
When application creation is completed (this will take several minutes), you'll see an
Application created successfully message.
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To manage the application after it's created, see Managing Applications.
Creating a Standard Application
A Standard application is an advanced application with two cubes and the option to
add more cubes. Complex business logic, such as business rules and allocations, is
supported. You can't convert a Standard application into a Reporting application.
A Standard application:
• Allows you to add additional dimensions
• Enables sandboxes for the block storage cubes that are created when you create
the application. (You can also enable sandboxes for custom cubes when you
create the cube.)
• Supports custom calendars (up to weeks of the month)
• Supports business rules
• Allows member formulas
• Can't be converted into a Reporting application
• Can be converted into an Enterprise application
Note:
To convert a Standard application into an Enterprise application, see
Converting a Standard or Reporting Application to an Enterprise
Application.
To create a Standard application:
1. Click Standard.
2. Click New.
3. Name your application and enter a description.
Note:
Ensure that you adhere to the application naming restrictions outlined in
Naming Restrictions.
4. The application provides setup options that you can select to help you create the
initial framework for your planning process. For descriptions of the setup options,
see Choosing Setup Options.
5. Review the summary screen, and, if the selections you made are correct, click
Create.
After you create a Standard application, populate it by performing these steps:
• Import application metadata using the import feature. See Importing Metadata.
• Populate application data by importing data from your source system. See
Importing and Exporting Data.
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Choosing Setup Options
Related Topics
• Setting Up the Calendar and Task Flow Type
Set up the calendar and task flow type for the application. You can set the period
frequency, start and end years, fiscal period, and enable rolling forecasts. Then you can
designate which task flow type to use.
• Setting Up Currencies
Specify the main currency for the application, and establish whether the application
supports multiple currencies.
• Customizing the Cube Names
Specify custom names for the input (block storage) and reporting (aggregate storage)
cubes used in the application.
• Setting Up Custom Dimensions and Metadata
Categorize data values into dimensions. You can create up to 32 user-defined, custom
dimensions.
Setting Up the Calendar and Task Flow Type
Set up the calendar and task flow type for the application. You can set the period frequency,
start and end years, fiscal period, and enable rolling forecasts. Then you can designate which
task flow type to use.
The calendar establishes the application's period frequency, start and end years, first month
of fiscal year (if monthly) or the start date of the first fiscal period (if weekly or quarterly), and
lets you enable a rolling forecast and period duration.
For the fiscal year, set the fiscal year first month and specify whether the fiscal year starts
from the same calendar year or the previous calendar year. You can later set up calculations
based on the calendar year, for example, using formula expressions. When setting up
formulas for an application, consider that formula expressions such as [TPDate] and
[FirstDate] produce different results if the application starts in the same calendar year or
previous calendar year.
On this screen you can also choose a Task Flow Type for the application:
• Task List: Task lists are a classic feature which guides users through the planning
process by listing tasks, instructions, and end dates.
For more information about task lists, see Administering Task Lists.
• EPM Task Manager: This is the default option for new applications. EPM Task Manager
provides centralized monitoring of all tasks and provides a visible, automated, repeatable
system of record for running a application.
For more information about EPM Task Manager, see Administering Tasks with Task
Manager.
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Note:
There is no migration from existing Task Lists to the EPM Task Manager. If
you want to continue using classic Task Lists, select the Task List option
during application creation.
To set up the calendar and task flow type:
1. Select the Period Frequency:
• Monthly
• Weekly
• Quarterly
• Custom
2. Select the Start and End year for the application.
3. Specify fiscal year information based on the Period Frequency:
• For Monthly, select the first month of the fiscal year.
If you create an application with a first month of something other than January,
you must also select the Fiscal Year Start Date. The selection of this
parameter is critical for the correct creation of the Years dimension and the
underlying calculations for periods. For more information, see About the
Calendar.
• For Weekly and Quarterly, specify the start date of the first fiscal period
4. If you set the frequency to Monthly, select a Weekly Distribution option: Even,
445, 454, or 544.
Weekly distribution sets the monthly distribution pattern, based on the number of
fiscal weeks in a month. This selection determines how data in summary time
periods spreads within the base time period. When users enter data into summary
time periods, such as quarters, the value is distributed over base time periods in
the summary time period.
If you select a weekly distribution pattern other than Even, the application treats
quarterly values as if they were divided into 13 weeks and distributes weeks
according to the selected pattern. For example, if you select 5-4-4, the first month
in a quarter has five weeks, and the last two months in the quarter have four
weeks.
5. Decide whether to enable rolling forecasts and set the period duration. See About
Rolling Forecasts.
Rolling Forecast is available only if the start month is January.
6. Select a Task Flow Type for the application:
• Task List: Guides users through the planning process by listing tasks,
instructions, and end dates.
For more information about task lists, see Administering Task Lists.
• EPM Task Manager: This is the default option for new applications. EPM Task
Manager provides centralized monitoring of all tasks and provides a visible,
automated, repeatable system of record for running an application.
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For more information about EPM Task Manager, see Administering Tasks with Task
Manager.
About the Calendar
For 12 month calendars where you select something other than January for the First Month
of Fiscal Year, you must also select the Fiscal Year Start Date. The selection of this
parameter is critical for the correct creation of the Years dimension and the underlying
calculations for periods.
Fiscal Year Start Date options:
• Same Calendar Year. Set the fiscal year (FY) to start with the current calendar year
(CY).
For example, in a 12-month calendar, selecting the year 2024 with a starting period of
Jun creates the starting year as FY24, defined as Jun-CY24 to May-CY25.
• Previous Calendar Year. Set the fiscal year (FY) to start with the previous calendar year
(CY).
For example, in a 12-month calendar, selecting the year 2024 with a starting period of
Jun creates the starting year as FY24, defined as Jun-CY23 to May-CY24.
The following table provides examples of how the First Month of Fiscal Year and the Fiscal
Start Year options affect the calendar for the application, assuming the Fiscal Start Year is
2022.
Table 3-4 Examples of First Month of Fiscal Year and Fiscal Year Start Date Calendar
Options for 12 Month Calendars
First Month of Fiscal
Year
Fiscal Year Start Date Period - Year Years Dimension
January Not applicable. This
option is not available
when January is
selected as the first
month of the fiscal
year.
Jan-CY22 to Dec-CY22 FY22
July Same Calendar Year Jul-CY22 to Jun-CY23 FY22
July Previous Calendar
Year
Jul-CY21 to Jun-CY22 FY22
February Same Calendar Year Feb-CY22 to Jan-CY23 FY22
February Previous Calendar
Year
Feb-CY21 to Jan-CY22 FY22
December Same Calendar Year Dec-CY22 to Nov-CY23 FY22
December Previous Calendar
Year
Dec-CY21 to Nov-CY22 FY22
Setting Up Currencies
Specify the main currency for the application, and establish whether the application supports
multiple currencies.
To set up the currency:
1. During application setup, select the main currency for the application.
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2. Specify whether the application supports more than one currency, and if so, then
select one of the following multiple currency options:
• Standard: Creates the Currency dimension and a hidden dimension called
HSP_Rates to store the exchange rates. See About Standard Multicurrency.
Not available for Module and Custom application types.
• Simplified: Creates the Currency dimension and additional accounts are
added to store the exchange rates. See About Simplified Multicurrency.
After the application is created, you can't change this option. Multiple currency
support is available for level 0 members, regardless of base currency. The same
currencies and exchange rates are used across cubes.
About Simplified Multicurrency
In a Simplified multiple currency application, a single Currency dimension is added to
the application and exchange rates are stored in the Accounts dimension.
Here is the workflow for working with a Simplified multiple currency application:
1. During application creation, select a main currency against which the entire
application will refer to when a currency conversion is done.
2. After the application is created, in the Currency dimension, create a Currency
member for each currency in the application. The Currency members you create
are listed under Input Currencies. Data is entered or loaded in an input currency
and data can be entered or loaded into multiple input currencies for any given
combination; for example Entity and Account.
3. While creating a Currency member, you can specify whether the currency you're
adding is also a reporting currency. Select the Reporting Currency option to
make a currency a reporting currency.
Note:
Each application has one main currency, and is allowed to have many
reporting currencies.
4. You can assign security to the Currency dimension to make Currency dimension
members read-only based on user access. To enable security for the Currency
dimension, click the Edit Dimension Properties tab, and then select Apply
Security. See Editing Dimension Properties in the Simplified Dimension Editor.
5. For simplified multiple currency applications with a custom aggregate storage
cube, you must enable the Account, Period, and Currency dimensions for the
custom aggregate storage cube. All dimensions in default aggregate storage
cubes are enabled by default, but you must enable these dimensions manually for
custom aggregate storage cubes. To enable Account, Period, and Currency
dimensions for custom aggregate storage cubes, edit dimension properties for
each dimension and select to enable them for the aggregate storage cube. See
Editing Dimension Properties in the Simplified Dimension Editor.
6. Refresh the application. The Calculate Currency rule converts the input values
from the current currency to the reporting currencies. Exchange rates are
calculated from the input currency to the main currency of the application.
Triangulation is used to calculate from an input currency to all reporting currencies.
Chapter 3
3-22

EPBCS ADMIN GUIDE.pdf

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