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Videos uploaded by user “Oracle EPM Tutorials”
Creating a BI Publisher Report using SQL Query in Oracle Fusion HCM Cloud
 
04:23
In this video you learn how to create a BI Publisher report using SQL Query. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 32706 Oracle EPM Tutorials
Bursting a BI Publisher Report in Oracle Fusion HCM Cloud
 
03:48
In this video you learn how to burst a BI Publisher. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 10502 Oracle EPM Tutorials
Creating Basic Ad Hoc Reports in Smart View
 
05:08
In this tutorial you learn how to use ad-hoc analysis to create reports and analyze data in Smart View for Oracle Enterprise Performance Reporting Cloud Service.
Views: 59366 Oracle EPM Tutorials
Creating an Analysis from Multiple Subject Areas in Oracle Fusion HCM Cloud
 
03:50
In this video you learn how to create an analysis from multiple subject areas. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 9704 Oracle EPM Tutorials
Building Prompts and Dashboards in Oracle Fusion HCM Cloud
 
09:14
In this tutorial you learn how to build a dashboard prompt, and a dashboard with multiple pages. You also learn how to embed analytics content in dashboard pages. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 10034 Oracle EPM Tutorials
Using an Agent to Schedule an Analysis in Oracle Fusion HCM Cloud
 
05:27
In this video you learn how to use an agent to schedule an analysis. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 5331 Oracle EPM Tutorials
Enabling Descriptive Flexfields for Business Intelligence in Oracle Fusion HCM Cloud
 
06:08
In this video you learn how to enable descriptive flexfields for Business Intelligence. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 4244 Oracle EPM Tutorials
Creating an Analysis in Oracle Fusion HCM Cloud
 
05:08
In this tutorial you learn how to create a simple analysis that shows headcount by country in a vertical bar graph. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 15351 Oracle EPM Tutorials
Extracting Data from Oracle Planning and Budgeting Cloud using Data Management
 
07:06
This tutorial demonstrates how to use Data Management to extract data from Oracle Planning and Budgeting Cloud into a flat file. You create a custom application, add an import format, location, and mapping information to complete the configuration. You create and execute a data load rule to run the import and export process. You can also create a batch file to automate this process using EPM Automate.
Views: 7696 Oracle EPM Tutorials
Creating Advanced Ad Hoc Reports in Smart View
 
03:53
In this tutorial you learn how to use ad-hoc analysis to create advanced reports and analyze data in Smart View for Oracle Enterprise Performance Reporting Cloud Service.
Views: 3840 Oracle EPM Tutorials
Working with Selection Steps to Select and Group Data for Analyses in Oracle Fusion HCM Cloud
 
05:22
In this video you learn how to work with selection steps to select and group data for analysis. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 4216 Oracle EPM Tutorials
Setting Up Data Integrations in Oracle Financial Consolidation and Close Cloud
 
07:48
This tutorial demonstrates how to set up data integrations. You learn how to create import formats and locations, define period and category mapping, map dimensions members, create data load rules, and run data loads.
Views: 3561 Oracle EPM Tutorials
Creating Dashboards in Oracle Planning and Budgeting Cloud
 
05:02
This tutorial demonstrates how to create interactive dashboards to display real-time data in Oracle Planning and Budgeting Cloud.
Views: 2700 Oracle EPM Tutorials
Exporting and Importing Data in Oracle Planning and Budgeting Cloud
 
06:25
This tutorial demonstrates how to export and import data in Oracle Planning and Budgeting Cloud.
Views: 5163 Oracle EPM Tutorials
Creating Planning Applications in Oracle Planning and Budgeting Cloud
 
07:00
This tutorial demonstrates how to create a lite and a standard Planning application in Oracle Planning and Budgeting Cloud.
Views: 3334 Oracle EPM Tutorials
Navigating Smart View with Oracle Planning and Budgeting Cloud
 
03:29
This tutorial demonstrates how to navigate Smart View with Oracle Planning and Budgeting Cloud. You learn how to connect to a Planning application using a Shared Connection. Once connected, you see how to access planning forms and folders, and then open a form. You also see how to select Point of View members, access the Planning Ribbon for Ad Hoc and other functions, and select various display and formatting preferences.
Views: 3081 Oracle EPM Tutorials
Combining Analysis Columns Using Set Operations in Oracle Fusion HCM Cloud
 
05:34
In this video you learn how to combine analysis columns using set operations. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 2913 Oracle EPM Tutorials
Adding Pivot Tables and Action Links to an Analysis in Oracle Fusion HCM Cloud
 
06:49
In this tutorial you learn how to add pivot tables and action links to an analysis in that shows absence data by business unit. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 7229 Oracle EPM Tutorials
Entering and Saving Plan Data in Smart View with Oracle Planning and Budgeting Cloud
 
04:22
This tutorial demonstrates how to enter and save application plan data in Oracle Planning and Budgeting Cloud using Smart View. You learn how to perform common data entry tasks in Smart View. You also learn how to discern visual cues that indicate cell conditions. You see how to add or modify form data, enter supporting details and comments, view the job console, and launch calculation rules.
Views: 3514 Oracle EPM Tutorials
Importing Metadata in Oracle Planning and Budgeting Cloud
 
04:58
This tutorial demonstrates how to import metadata into Oracle Planning and Budgeting Cloud. Administrators can import dimension members to a Planning application using a metadata flat file.
Views: 2032 Oracle EPM Tutorials
Adding Formulas and Cascading a Data Analysis with Oracle Planning and Budgeting Cloud
 
02:46
This tutorial demonstrates how to add formulas and cascade a data analysis with Oracle Planning and Budgeting Cloud. Using Smart View, you learn how to add formulas to an Ad Hoc Grid, and how to preserve the formatting for those formulas. You also learn how to create separate reports for one or more members of a Point of View dimension in an Ad Hoc Grid. You do this by cascading the reports across separate Excel worksheets.
Views: 3187 Oracle EPM Tutorials
Creating Intercompany Reports in Oracle Financial Consolidation and Close Cloud
 
04:03
This tutorial demonstrates how to create intercompany reports in Oracle Financial Consolidation and Close Cloud. You select entities and accounts for the report, define filters, and set display options.
Views: 2563 Oracle EPM Tutorials
Setting Up the Movement Dimension in Oracle Financial Consolidation and Close Cloud
 
05:20
In this tutorial, you learn how to set up the Movement Dimension in Financial Consolidation and Close Cloud. You learn how to add members to track movement for balance sheet accounts, and how to configure the cash flow hierarchy for cash flow reporting.
Views: 1761 Oracle EPM Tutorials
Configuring Smart View in Oracle Fusion HCM Cloud
 
03:56
In this video you learn how to configure Smart View. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 2384 Oracle EPM Tutorials
Starting and Exploring Oracle BI Mobile App Designer
 
02:36
This tutorial shows you how to start BI Mobile App Designer and provides an overview of the designer interface.
Views: 2198 Oracle EPM Tutorials
Applying Filters and Conditional Formatting to an Analysis in Oracle Fusion HCM Cloud
 
05:56
In this tutorial you learn how to add filters and conditional formatting to an analysis that shows salary information for workers by location. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 5997 Oracle EPM Tutorials
Scheduling BI Publisher Report in Oracle Fusion HCM Cloud
 
03:08
In this video you learn how to schedule BI Publisher report. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 4281 Oracle EPM Tutorials
Managing Cubes in Oracle Planning and Budgeting Cloud
 
04:31
This tutorial demonstrates how to manage application cubes in Oracle Planning and Budgeting Cloud. Planning applications are made up of one or more cubes that store metadata and data.
Views: 1652 Oracle EPM Tutorials
Overview: Country by Country Reporting with Oracle EPM Cloud
 
06:17
In this overview we'll show you the highlights to comprehensively address all three tiers of the Country by Country Reporting (CbCR) requirements with the EPM Cloud. You'll learn about Tax Reporting Cloud's ability to address data collection and reporting for the CbCR template, and also see how EPRC provides greater efficiency and control when collaboratively preparing the Master and Local Files.
Views: 1736 Oracle EPM Tutorials
Migrating and Updating Application Artifacts in Oracle Planning and Budgeting Cloud
 
03:10
This tutorial demonstrates how to export and import artifacts in Oracle Planning and Budgeting Cloud. You can migrate an application, a repository, or individual artifacts across product environments, or use the migrated artifacts to update metadata or as a backup.
Views: 1970 Oracle EPM Tutorials
Setting Up Multiple Ad Hoc Grids in Smart View in Oracle Planning and Budgeting Cloud
 
04:39
This tutorial demonstrates how to enter and analyze data with multiple ad hoc grids in Smart View in Oracle Planning and Budgeting Cloud. You select grids from either the same data source or from different data sources. Then you perform ad hoc actions such as keeping, removing and selecting members, and zooming in or out on members as you build your ad hoc grids. You can also add rows and columns to grids.
Creating an Analytics Briefing Book in Oracle Fusion HCM Cloud
 
04:56
In this video you learn how to create an analytics briefing book. The example in this video is from HCM but applies to all applications that use OTBi and OTBI Enterprise including Oracle Financials Cloud, Oracle Project Portfolio Management Cloud, and Oracle Procurement Cloud. Please note that all of the techniques and concepts in this tutorial also apply to OTBI Enterprise although the available subject areas will be different.
Views: 1538 Oracle EPM Tutorials
Capturing HTTPs Traffic for Smart View Using Fiddler
 
03:17
This video demonstrates how to use Fiddler to capture http(s) traffic for Smart View. After installing and configuring Fiddler, you can use it to capture trace information in relation to your current Smart View issues.
Views: 5535 Oracle EPM Tutorials
Navigating Calculation Manager in Oracle Planning and Budgeting Cloud
 
03:58
This tutorial demonstrates how to navigate Calculation Manager in Oracle Planning and Budgeting Cloud. Learn about view options, menu options, shortcut icons, and switching between view modes. You also see how to navigate in Rule Designer.
Views: 2852 Oracle EPM Tutorials
Creating Reports with Financial Reporting Web Studio
 
04:55
This tutorial demonstrates how to create reports using Financial Reporting Web Studio. With Financial Reporting Web Studio, you can graphically design and present highly formatted reports with report objects such as text boxes, grids, images, and charts.
Views: 7764 Oracle EPM Tutorials
Creating Journals in Oracle Financial Consolidation and Close Cloud
 
04:50
This tutorial demonstrates how to create journals in Financial Consolidation and Close Cloud. You learn how to create a journal, enter debits and credits, and validate the journal. You also learn how to copy and delete journals.
Views: 2273 Oracle EPM Tutorials
Managing Valid Intersections in Oracle Planning and Budgeting Cloud
 
04:42
This tutorial demonstrates how to define valid intersection rules that filter or restrict cell intersections for data entry in plans. You define valid intersections to prevent users from entering data into invalid intersections within plans and business rule runtime prompts.
Adjusting and Spreading Plan Data in Oracle Planning and Budgeting Cloud
 
02:30
This tutorial demonstrates how to spread and adjust data in Oracle Planning and Budgeting Cloud. Learn how to spread data from summary time periods to base time periods. Quickly adjust plan data by a percentage or value. Learn how to use the Grid Spread option to specify an amount or a percentage to increase or decrease values across multiple dimensions. The spread is based on the values in the targeted cells.
Views: 1149 Oracle EPM Tutorials
Configuring Financials in Oracle Enterprise Planning and Budgeting Cloud
 
04:52
This tutorial demonstrates how to enable Financials, and then configure drivers to load metadata to your application. Financials provides an application framework that uses driver-based, trend-based, and manual accounts that fully integrate with your income statement, balance sheet, and cash flow statements.
Views: 1132 Oracle EPM Tutorials
Managing the Approval Unit Hierarchy in Financial Consolidation and Close Cloud
 
04:42
This tutorial demonstrates how to manage the approval unit hierarchy. You learn how to configure the approval unit hierarchy and start the approval process for approval units.
Views: 1382 Oracle EPM Tutorials
Configuring Alternate Hierarchies for Entities in Financial Consolidation and Close Cloud
 
06:11
This tutorial demonstrates how to use alternate hierarchies for the Entity dimension in Financial Consolidation and Close Cloud. You learn to create shared members for entities, and to configure forms and Smart View to display qualified member names.
Views: 2144 Oracle EPM Tutorials
Creating Tasks in Oracle Financial Consolidation and Close Cloud
 
06:49
This tutorial demonstrates how to create tasks in Financial Consolidation and Close Cloud applications. You learn how to set up workflow, add attributes and questions, define predecessors, and import tasks.
Views: 1290 Oracle EPM Tutorials
Modifying Dashboards and Navigation Flows in Oracle Enterprise Planning Cloud
 
05:29
This tutorial demonstrates how to modify dashboards and navigation flows in Oracle Enterprise Planning Cloud.
Views: 1913 Oracle EPM Tutorials
Adding and Updating Metadata Using Smart View in Oracle Financial Consolidation and Close Cloud
 
03:30
This tutorial demonstrates how to add and update metadata in Smart View in Oracle Financial Consolidation and Close Cloud. You learn how to edit member properties, add new members, and update the database with your changes.
Views: 2272 Oracle EPM Tutorials
How to use EPM Automate in Oracle Planning and Budgeting Cloud
 
05:00
This tutorial demonstrates how to execute tasks with EPM Automate in Oracle Planning and Budgeting Cloud. You learn how to remotely execute predefined commands to load members from a file, run Data Management load rules to import data into Data Management and load that data into a Planning application, run business rules, export data, and perform application backups. To support your automated task routines, you see how to remotely execute commands to upload and download needed files to the Inbox/Outbox, and list and delete files.
Views: 5632 Oracle EPM Tutorials
Calculating Modified Data using Groovy Rules
 
05:12
In this tutorial, you learn how to improve calculation performance on Planning forms by creating context-specific, dynamic business rules using the Groovy scripting language.
Analyzing Data with Sandboxes in Oracle Planning and Budgeting Cloud
 
04:11
This tutorial demonstrates how to analyze data privately with sandboxes in Oracle Planning and Budgeting Cloud. You can work in a sandbox to perform your own what-if analysis. In this tutorial, you’ll see how to analyze data without affecting others’ plans.
Views: 1741 Oracle EPM Tutorials
Using the Data Source Dimension in Oracle Financial Consolidation and Close Cloud
 
04:08
This tutorial demonstrates how to use the Data Source Dimension to input and view data from different data sources. You learn to how to view manually input and loaded data, data posted from Supplemental Data Management, data posted from journals, and data for intercompany eliminations.
Views: 1377 Oracle EPM Tutorials
Extracting HFM Journals using Data Management
 
05:21
This tutorial demonstrates how to use Data Management to extract Financial Management journals into a flat file. You create a custom application, add an import format, location, and mapping information to complete the configuration. You create and execute a data load rule to run the import and export process.
Views: 2107 Oracle EPM Tutorials
Managing Ownership in Oracle Financial Consolidation and Close Cloud
 
08:06
This tutorial demonstrates how to manage ownership for entities in Financial Consolidation and Close Cloud. You learn how to enter ownership percentages, select consolidation methods, import ownership information, and copy ownership information between periods.
Views: 1278 Oracle EPM Tutorials

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