- 1. Introduction to Planning
- 2. Navigating EPM Workspace
- 3. Introduction to Application and Dimensions
- 4. Creating Applications in Planning Administration
- 5. Managing Dimensions
- 6. Setting Up the Alias, Currency, Year, and Period Dimensions
- 7. Setting Up Scenarios and Versions
- 8. Loading Metadata
- 9. Setting Up the Entity and Account Dimensions
- 10. Creating User-Defined Elements
- 11. Setting Up Exchange Rates
- 12. Loading and Calculating Data
- 13. Setting Up Planning Security
- 14. Creating Forms
- 15. Enhancing Forms
- 16. Entering Data in Planning
- 17. Annotating and Analyzing Data
- 18. Managing Business Rules
- 19. Setting Up the Approval Process
- 20. Managing the Approval Process
- 21. Creating Task Lists
1. Introduction to Planning
- Planning Overview
- Planning Architecture
- Planning Business Process
- Course Roadmap
- Planning Business Scenario
2. Navigating EPM Workspace
- EPM Workspace: Overview
- Launching EPM Workspace
- Opening Applications
- Navigating in Planning
3. Introduction to Application and Dimensions
- Planning Application Overview
- Application Framework
- Planning Dimensions
- Data Block Creation Process
- Aggregation, Storage, and Calculation Options
4. Creating Applications in Planning Administration
- Planning Administration: Overview
- Application Creation Process
- Creating Applications with Planning Application Administration
- Managing Applications and Data Sources
- Managing Essbase Databases
5. Managing Dimensions
- Building Dimension Hierarchies
- Setting Up Dimension Hierarchies
- Managing Member Hierarchies
- Sorting Members
6. Setting Up the Alias, Currency, Year, and Period Dimensions
- Creating Aliases
- Adding Currencies
- Customizing Time Periods
7. Setting Up Scenarios and Versions
- Scenarios and Versions
- Creating Scenarios
- Creating Versions
8. Loading Metadata
- Metadata Load Options
- Loading Metadata with the Outline Load utility
- ERP Integrator Load Process
- Lifecycle Management
- Migrating Applications and Artifacts
9. Setting Up the Entity and Account Dimensions
- Entities: Overview
- Adding and Deleting Entities
- Accounts Overview
- Account Types
- Saved Assumptions
- Data Types and Exchange Rate Types
- Adding Accounts
- Aggregating Accounts
10. Creating User-Defined Elements
- Creating Member Formulas
- User-Defined Dimensions
- Attribute Dimensions
- Adding User-Defined Attributes
- About Smart Lists
11. Setting Up Exchange Rates
- Currencies and Exchange Rates
- Creating Exchange Rate Tables
- Generating Currency Conversion Calculation Scripts
12. Loading and Calculating Data
- Data Load Options
- Loading Data Values with Administration Services
- Managing Data with the Outline Load Utility
- ERP Integrator Data Load Process
- Oracle Data Integrator Data Loads with ETL Tools
- Data Calculations
13. Setting Up Planning Security
- Planning Security: Overview
- User and Group Provisioning in Shared Services
- Assigning Access Permissions
- Exporting and Importing Access Permissions
- Creating Security Filters
14. Creating Forms
- Forms: Overview
- Creating Simple Forms
- Creating Composite Forms
- Exporting and Importing Forms
15. Enhancing Forms
- Creating Rolling Forecasts
- Modifying Rolling Forecast Variables
- Creating Menus
- Creating Formula Rows and Columns
- Building Validation Rules
- Specifying Advanced Settings and Setting Application Defaults
- Setting Up User Preferences
- Performing Grid Diagnostics
16. Entering Data in Planning
- Navigating Forms
- Submitting Data in Forms
- Filtering Data
- Sorting Data
- Spreading Data
- Adjusting Plan Data
17. Annotating and Analyzing Data
- Adding Annotations to Plan Data
- Clearing Cell Details
- Working with Ad Hoc Grids
18. Managing Business Rules
- Business Rules: Overview
- Determining Calculation Requirements
- Launching Calculation Manager
- Rule Components
- Creating Business Rules from Templates
- Creating Business Rules and Rule Sets
- Validating, and Deploying Business Rules and Rulesets
- Assigning Business Rule Security and Launching Business Rules
19. Setting Up the Approval Process
- Approval Process: Overview
- Creating Planning Unit Hierarchies
- Assigning Scenario and Version Combinations
- Synchronizing Planning Unit Hierarchies
- Exporting and Importing Planning Unit Hierarchies
- Updating the Promotional Path with Validation Rules
20. Managing the Approval Process
- Approvals Dashboard
- Planning Unit Approval States
- Reviewer Actions
- Impact of Entity Hierarchy on the Review Process
- Managing the Review Cycle
- Viewing and Resolving Validation Errors
- Working with Copy Data Options
21. Creating Task Lists
- Task Lists: Overview
- Navigating Task Lists
- Task List Creation Process
- Creating Task List Folders
- Printing Task List Reports