Oracle EPM Cloud & Hyperion Certification Training
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Learners : 1080
Duration : Days
About Course
Our Oracle EPM (Enterprise Performance Management) Platform is a framework of the technical and functional components shared among Cloud EPM processes. It enables you to have a more unified user experience and simplified administration across different business functions. Enroll now and get certified in it.
Oracle EPM Training Course Syllabus
✔ Overview of ARCS
✔ Modules in ARCS
✔ Account Reconciliation Cloud Home
✔ 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
✔ 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
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Oracle EPM & Hyperion Training FAQ'S
PBCS is a web-based planning tool on track to have indistinguishable features to the on-premise solution. The product has several Cloud specific features for example EPM Automate to push information from your framework to the cloud. It includes two Planning instances (Dev/Test and Production), Life Cycle Management (LCM) support for migrations and automated nightly backups of your entire environment.
In the background of PBCS, a similar OLAP Essbase engine and Calculation Manager logic power complex business logic utilizing reusable, object-based rules and a “Code Free” calculation generator and hundreds of financial functions.
Also included is a dedicated Aggregate Storage Option (ASO) Reporting application for Historical actuals or prior plans, and the powerful mapping capabilities of Financial Data Management to enable User-defined data mapping and drill back to Transaction Level Detail.
The product leverages Hyperion’s Financial Reporting Studio for traditional highly formatted, group PDF reporting and interactive web-based reporting. However, the biggest impact is felt from the reporting and ad hoc analysis possible with the Smart View add-in. This combination with Microsoft Office has been regularly imitated but never matched by other vendors in this space.
Hyperion Planning and Essbase (if built through a planning application) are accessible today through PBCS. Hyperion Financial Management (HFM) isn’t yet available but seems to be next in line for the move to the cloud, while no plans seem to have surfaced for the hierarchy management tools Data Relationship Management (DRM) and Enterprise Performance Management Architect (EPMA).
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In short, yes. Oracle will be investing in both traditional on-premise EPM as well as PBCS, and most, if not all, features will be available in both forms. Oracle is looking to make the software transition seamless between the two options, so the question really comes down to this: What is your enterprise software strategy? Are you moving other applications to the Cloud?
With features like these, it is likely their cloud is just as, if not more, secure than many on-premise environments. Customers benefit from:
- Physical security and best-in-class facilities
- Redundant power and network
- Calamity Recovery
- 24/7 environmental monitoring and alerting
- Security accreditations necessary for most organizations, governments, and industries
- Code review and third-party vulnerability assessment
- Resilient architecture with no single point of failure
If your on-premise applications are version 11.1.2.1 and above, yes you can migrate easily. Earlier versions may work with some manipulation. However, regardless of your version, any mappings, translations and automation (i.e., ETL built-in Essbase, ODI, FDM) must be rebuilt in the cloud tools such as EPM Automate.