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

✔ EPBCS Overview

✔ Describe the EPBCS modules (Financials, Capitals, Workforce, and Projects)
✔ Describe EPBCS-related components

✔ Explanation of the Essbase concepts

✔ Explanation of Metadata – Dimensions Editor, Dimensions Upload
✔ BSO and ASO Application
✔ Standard and Custom dimensions
✔ Dense and Sparse concepts
✔ Attribute _Dimension
✔ Data Block Creation and Block size concepts
✔ References of Generation, Levels in hierarchy
✔ Parent/Child Reference
✔ Consolidation, Data storage, and Data types properties
✔ Best practices for designing the metadata and members

✔ Creating an EPBCS Application

✔ Describe the workflow for creating an EPBCS application
✔ Create an EPBCS application
✔ Explain application features available to be enabled – Different configuration options
✔ Run through the configuration with a couple of iterations to explain best practices

✔ Out of Box Module – Financials

✔ Configuration of Financials modules
✔ Explanation of custom dimensions and association during first-time configuration
✔ Other features and checks before the configurations
✔ Expense, Revenue, Balance Sheet, and Cashflow planning processes
✔ Driver-based planning process – Load data, Run the business logic on drivers
✔ Trend based planning process – Load data and explain all the trend options
✔ Direct entry planning process
✔ Performing analyses using the standard forms and dashboard

✔ Out of Box Module -Workforce

✔ Configuring Workforce, Enabling Workforce Features & User Variables Setup
✔ Loading Metadata To cube
✔ Setting Global Assumptions
✔ Configuring Benefits, Taxes, and Additional Earnings
✔ Loading Data to Workforce Model
✔ Custom Calculation Logics Behind compensation-related calculations
✔ Loading data & Analyzing Headcount and Noncompensation Forms
✔ Analyzing the Prebuilt Forms and Dashboards

✔ Out Box module – Capitals

✔ Configuring Capital & Enabling Capital Features
✔ Setting up Metadata, User variables, and Global Assumptions
✔ Creating Asset and calculations behind Deprecation, Accu Depreciation, and cashflow
✔ Creating Lease account and Corresponding Calculations
✔ Analyzing Reports & Dashboards

✔ Out Box module – Projects

✔ Configuring Projects & Enabling Projects Features
✔ Setting up Metadata, User variables, and Global Assumptions
✔ Creating Contract Projects and Calculations Behind the logic
✔ Creating Internal Projects and Calculations Behind the logic
✔ Creating Capital Projects, Analyzing the investment and revenue, and Calculations Behind the logic
✔ Analyzing Reports & Dashboards

✔ Using Smart View

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

✔ Valid Intersections

✔ Understanding Valid Intersections
✔ Creating Valid Intersections
✔ Working with Valid Intersections

✔ Data Maps /Smart Push

✔ Understanding Data Maps and smart Push
✔ Creating Data Maps
✔ Enabling Smart Push
✔ Moving Data through SmartPush

✔ Navigation Flows

✔ Understanding and Creating Navigation Flows
✔ Working With Navigation Flows

✔ DashBoards

✔ Power of Dashboard
✔ Creating and Managing Dashboards 1.0
✔ Creating and Managing Dashboards 2.0

✔ Infolets

✔ About Infolets & Desiging Forms and Charts for Infolets

✔ WorkFlow

✔ Creating User,Groups
✔ About Approval Unit Hierarchies
✔ Working with Approval Unit Hierarchies

✔ Business Rules

✔ How to create Business rules, How to attach that to Forms
✔ Basic Set Commands, Functions & analyzing one out of the Box model Rule

✔ Reports

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