Oracle EPM Cloud and Hyperion Certification Training

✔ Overview of ARCS
✔ Modules in ARCS
✔ Account Reconciliation Cloud Home (Oracle EPM Cloud)

✔ Worklist
✔ Reconciliations
✔ Matching
✔ Dashboards
✔ Reports
✔ Application
✔ Overview of Reconciliation Compliance Configuration
✔ Periods
✔ Services
✔ Tools
✔ Academy
✔ Access Control

✔ Overview of Format
✔ Profiles Creation Process

✔ Configuring Profiles
✔ Importing Bulk Profiles

✔ Reconciliation Process

✔ Sample Task Flow Scenarios for Administrators and Power Users
✔ Process Overview for Reconciliation Compliance
✔ User Tasks in Reconciliation Compliance

✔ Managing the Reconciliation Process

✔ Accessing Reconciliations
✔ Creating Reconciliations
✔ Checking for Missing Reconciliations
✔ Preparing Reconciliations
✔ Adding Attachments
✔ Adding Comments
✔ Configuring Questions
✔ Working with Transactions
✔ Adding Transactions
✔ Copying Transactions from Prior Reconciliation
✔ Adding Transactions Manually
✔ Editing, Copying, and Deleting Transactions
✔ Understanding Data Integration
✔ Changing a Period’s Status
✔ Closing and Locking Periods
✔ Importing Pre-mapped Data

✔ Data Management

✔ Data Management Overview
✔ Importing Data Using Data Management

✔ Administrative Activity

✔ Submitting, Approving, and Rejecting Reconciliations
✔ Updating Reconciliations
✔ Updating Reconciliation Attributes
✔ Managing Reassignment Requests
✔ Reassigning Preparers and Reviewers

✔ Transaction Matching

✔ Understanding the Transaction Matching Engine
✔ Creating Reconciliations in Transaction Matching
✔ Importing Data for Transaction Matching
✔ Running Auto Match
✔ Searching Transactions

✔ Creating Application
✔ Removing Application
✔ Security

✔ Overview of Security
✔ Assigning Security

✔ Reports in Oracle EPM Cloud

✔ Generating Predefined Reports in Reconciliation Compliance
✔ Generating Predefined Reports in Transaction Matching

✔ Dashboards

✔ Compliance
✔ Transaction Matching

✔ Migrating to the Same or a Different Environment

✔ EPM Automate Utility and Commands
✔ Migrating Using Navigator

✔ Financial Consolidation and Close Cloud Overview

✔ Describe the financial consolidation and close processes
✔ Describe Financial Consolidation and Close Cloud related components

✔ Creating an FCCS Application

✔ Describe the workflow for creating a Financial Consolidation and Close application
✔ Create a Financial Consolidation and Close application

✔ Explain application features available to be enabled

✔ Explanation of the Essbase concepts
✔ Data/Meta Data Explanation
✔ BSO Application
✔ ASO Application
✔ Standard _Dimension
✔ Dense_Dimension
✔ Sparse_Dimension
✔ Data Block Creation and Block size concepts
✔ Attribute _Dimension
✔ Generation Of Reference
✔ Level Reference
✔ Parent/Child Reference
✔ Consolidation  Properties
✔ Data Storage Properties
✔ Data Types

✔ Consolidation Module – Dimensions

✔ Explain system dimensions and pre-seeded members including requirements and restrictions
✔ Design and set up the Account dimension
✔ Explain Data Source dimension and guidelines for adding member hierarchies
✔ Explain Consolidation dimension
✔ Explain the Currency dimension
✔ Design and set up Entity dimension
✔ Design and set up Intercompany dimension
✔ Design Cash Flow reporting, FX calculations, and Currency Translation Adjustments using Movement dimension
✔ Design GAAP and IFRS financial reporting using Multi-GAAP dimension
✔ Design application framework (metadata and user-defined elements)
✔ Design and implement importing and exporting metadata

✔ Data Management Module for Data Load

✔ Product Orientation

✔ Data Management Overview
✔ Key Benefits and Features of Data Management
✔ Data Management Integration Process
✔ Processing Data Overview
✔ Accessing and Navigating in Data Management

✔ Preparing Data Management Integrations

✔ Integration Setup Overview
✔ Setting Up the Application Root Folder
✔ Defining Profiles
✔ Setting Up Source Systems
✔ Registering Target Applications

✔ Setting Up Import Formats for File Systems

✔ Import Formats Overview
✔ Creating Import Formats
✔ Defining Import Format Mappings
✔ Skipping Lines in Import Files
✔ Concatenating Fields
✔ Adding Import Expressions

✔ Completing the Integration Setup

✔ Locations Overview
✔ Adding Locations
✔ Setting Location Details and Integration Options
✔ Periods and Categories Overview
✔ Defining Period Mappings
✔ Defining Category Mappings
✔ Point of View Overview

✔ Setting Up Data Load Mappings

✔ Data Load Mappings Overview
✔ Defining Data Load Mappings
✔ Explicit Mappings
✔ Mapping Rules
✔ Processing Order
✔ Building Maps Externally
✔ Importing Mappings
✔ Sharing Mappings

✔ Defining and Executing Data Load Rules

✔ Data Load Rules Overview
✔ Defining Data Load Rules for File-Based Data Loads
✔ Loading Data into Multiple Periods
✔ Running Data Rules and Checking Rule Status
✔ Viewing Imported Data
✔ Scheduling Data Load Rules

✔ Processing Data in Data Load Workbench

✔ Processing Data Overview
✔ Importing Source Data
✔ Validating Dimension Mappings
✔ Fixing Validation Errors
✔ Intersection Check Reports
✔ Managing Data
✔ Loading Data to Target Applications
✔ Drilling Through from Target Applications

✔ Setting Up Check Rules and Check Entities

✔ Check Rules and Reports Overview
✔ Creating Check Rule Groups and Check Rules
✔ Assigning Check Rules to Locations
✔ Verifying Check Rules
✔ Check Entities Overview
✔ Creating Check Entity Groups
✔ Verifying Consolidations

✔ Processing Batches

✔ Batch Processing Overview
✔ Adding Batch Definitions
✔ Defining Batch Parameters
✔ Executing Batches
✔ Creating and Executing Open Batches
✔ Scheduling Batches
✔ Executing Batch Scripts

✔ Setting up Security

✔ Data Management Security Overview
✔ Setting Up Data Management Security
✔ Defining Role, Report, and Batch Security
✔ Location Security
✔ Adding Groups for Location Security
✔ Assigning Users to Groups in Shared Services
✔ Provisioning Users in Shared Services

✔ Using Smart View

✔ Explain user tasks in Smart View
✔ Analyze data using ad hoc and Smart Forms after uploading the data into FCCS

✔ Consolidation Module – Consolidations and Translations

✔ Explain default currency translations for a multi-currency application and methods applied
✔ Uploading the FX rates and understanding the FX rates forms
✔ Validate the Translations Methods
✔ Upload Historical Rates or Amounts for Equity Translation
✔ Validate the Equity accounts Translation
✔ Update the Ownership of each Entity
✔ Describe the sequence of events in the consolidation process
✔ Diagnose data flow of the consolidation process and the role of Consolidation dimension 
✔ Diagnose the anatomy of converting reporting currencies as it relates to Entity Currency and Parent Currency
✔ Describe calculation status and what actions can change them

✔ Managing Journals

✔ Create the Journal Templates
✔ Workflow to process the Journals
✔ Upload bulk Journals

✔ Intercompany – Eliminations

✔ Setup the intercompany accounts and Entities
✔ Upload data for the intercompany accounts
✔ Diagnose anatomy of the elimination process and the role of the Intercompany dimension 
✔ Execute intercompany matching reports with options

✔ Consolidation Module – Building out a Financial Consolidation Application

✔ Set up Financial Consolidation and Close Security
✔ Set up valid intersections for data entry and business rules
✔ Create data forms
✔ Manage the approval process

✔ Financial Task Manager Module

✔ Set up the close process
✔ Manage task types and templates
✔ Manage close schedules

✔ Oracle EPM Cloud Foundation

✔ Set up and configure Cloud security
✔ Perform system maintenance
✔ Build EPM Cloud automation routines – Job Scheduler, EPM Automate

✔ Supplemental Data Module

✔ Create data sets and dimension attributes

✔ Enterprise reporting using FCCS

✔ Design reports using Reporting Web Studio
✔ Previewing Reports
✔ Setting Preferences, Card, Cluster & Infolet
✔ Printing Reports and Snapshots

✔ Tool Overview
✔ Tool Usage and Importance
✔ About Project & Allocation Process
✔ Project – Business understanding
✔ About Data and Metadata
✔ Cell and Blocks
✔ Data Flow (Highly Important)
✔ Application Creation
✔ Dimensions
✔ Metadata Load
✔ Data load
✔ SmartView
✔ Forms
✔ Daily maintenance
✔ Variables
✔ Substitutional Variables
✔ Financial Reports
✔ Explore Ropsitory
✔ Action Menus
✔ Navigation Flows
✔ User Access
✔ Valid Intersections
✔ Appearances
✔ Copy data
✔ Rules
✔ All Security
✔ Preferences
✔ Task lists
✔ Smartlists
✔ Migration
✔ Audit
✔ Announcements
✔ Tasklist Reports
✔ System Reports
✔ Data Mangement
✔ Jobs
✔ Data exchange
✔ Application Diagonists
✔ Dashboards
✔ Infolets
✔ EPM Automate
✔ Application Backups
✔ PBCS Vs EPBCS
✔ EPBCS Configurations
✔ EPBCS Setups