EPM Training
Introduction to Planning
Oracle EPBCS (Enterprise Planning and Budgeting Cloud
Service) includes all of the world-class budgeting and forecasting,
Overview of EPM data management, and analysis capabilities of
Oracle Hyperion Planning, but in a software as a service (SaaS)
and EPBCS deployment model.
Planning Application and
Dimension Overview
Dimensions
and Metadata
Load Data into EPM
Only 4 ways to Load Data into EPM
• Import Flat File
• Data Forms
• Smart View
• Data Management
Smart View
Zoom into the level 0 Data till the cell
becomes yellow and then click submit
Metadata Load Using EDMCS
Click on Validate and Deploy to execute the business Rule
Business Rule Example
Export a migration Snapshot
Download the Snapshot
Upload the Snapshot to target
Upload the Snapshot to target
Task Lists
1. To create a task list click on +.
2. To rename task list, select task list and then click
3. To move a task list, select the task list and then click
4. To remove a task list, select the task list and then click
Creating Data Forms
1. Select consolidation, and then Documents.
2. Click New, and then Data Form, or select Actions, then New, and then Data Form (the
forms designer is displayed by default)
3. Set the point of view for the data form
4. Specify the form details
5. Specify the form details.
6. Specify the row and column options
7. Specify the header options
8. Click on save to save the form, enter the information for the form and then click save.
Designing the Business Rules
1. Do one of the following:
1. In the system view, Custom view, Deployment View, or Filter View, Click
and then enter the information in the new object dialog box. Make sure to select rule as the object type.
2. In system view, Right click rules, and then select New, and then enter the information in the New
Rule dialog box.
2. In the rule designer, select objects under new objects and existing Objects, and then
drop them into the flow chart between Begin and End
3. Enter Properties for the rule
4. Enter or review information in the rule designer
5. Click on to save the rule
Approval Process
Setting up Exchange rates
Creating Smart Forms
