Oracle EPM Cloud Certification Training

• 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 manitenance
• Variables
• Substitutional Variables
• Financial Reports
• Explore Ropsitory
• Action Menus
• Navigation Flows
• User Access
• Valid Intersections
• Apperances
• Copy data
• Rules
• All Security
• Preferences
• Tasklists
• 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

Financial Consolidation and Close Overview

• Overview of the Home Page
• Integrating with Other Services

Creating an Financial Consolidation and Close Application

• Application Prerequisites
• Workflow for Creating an Application
• Creating an Application
• Enabling Application Features
• Consolidation and Supplemental Data Features
• Enabling Ownership Management in Applications
• Creating Extended Dimension Applications

Working with Dimensions

• Dimensions Overview
• Account
• Period
• Data Source
• Consolidation
• Currency
• Entity
• Intercompany
• Movement
• Scenario
• Year
• View
• Multi-GAAP
• Viewing and Editing Dimensions
• Working with Dimension Hierarchies
• Moving Members Within the Dimension Hierarchy
• Adding Custom Dimensions
• Aggregation Options
• Data Storage Options
• About Dynamic Calc
• Store Data Storage
• Shared Data Storage
• Never Share Data Storage
• Label Only Data Storage
• Setting Dimension Properties
• Defining Accounts
• Account Types
• Time Balance Property
• Summary of Account Types and Time Balance
• Aggregation (Consolidation Operator)
• Saved Assumptions
• Data Types and Exchange Rate Types
• Defining Account Properties
• Setting Account Attribute Values
• Defining Entity Members
• Intercompany Property for Entities
• Base Currency
• Creating Alternate Hierarchies
• Financial Consolidation and Close Data Model Overview
• Seeded Dimension Members
• Built-in Calculations
• Dynamic Members (Ratios)
• Adding or Editing Members
• Deleting Members
• Deleting Parent Members
• Working with Shared Members
• Creating Shared Members
• Setting Up Currencies
• Working with Multiple Currencies
• Scaling
• Number Formatting
• Viewing Currency Usage
• Creating Currencies
• Editing Currencies
• Deleting Currencies
• Setting Up Scenarios
• About Scenarios
• Creating Scenarios
• Editing Scenarios
• Deleting Scenarios
• Customizing Application Years
• Adding Years to the Calendar
• Working with User-Defined Attributes (UDAs)
• Creating UDAs
• Changing UDAs
• Deleting UDAs
• Working with Member Formulas
• Working with Alias Tables

Managing Applications

• Application Overview
• Restrictions for Dimensions, Members, Aliases, and Forms
• Managing Dimensions
• Importing Metadata
• Creating the Metadata Import File
• Loading the Metadata Import File
• Refreshing the Database
• Exporting Metadata
• Validating Metadata
• Metadata Validation Messages

Managing Application and System Settings

• Specifying Application Settings
• Specifying a Default Alias Table, and Setting Member and Alias Display Options
• Specifying Number Formatting Preferences
• Defining User Variables

Working with Data Loads

• Importing Data
• Creating the Data Import File
• Load Methods
• Exporting Data
• Viewing Data Import and Export Status
• Importing Data Using Data Management
• Exporting Data Using Data Management
• Copying Data
• Clearing Data
• Restructuring Cubes
• Removing an Application

Working with Smartview

• Creating Private connections
• Accessing Shared connection
• Creating ad-hoc grids
• Retriving data from FCCS
• Loading data to FCCS
• Validating data for Balance sheet

Editing Dimensions in the Simplified Dimension Editor

• About Editing Dimensions in the Simplified Dimension Editor
• Moving Members to Another Hierarchy
• Working with Member Formulas
• Copying Member Names from Microsoft Excel
• Editing Dimension Properties in the Simplified Dimension Editor
• Editing Member Properties in the Simplified Dimension Editor
• Adding Members in the Simplified Dimension Editor
• Editing Members in the Simplified Dimension Editor
• Deleting Members in the Simplified Dimension Editor
• Adding Shared Members in the Simplified Dimension Editor

Managing Jobs

• Jobs Overview
• Viewing Pending Jobs and Recent Activity
• Scheduling Jobs
• Editing and Deleting Jobs

Auditing Tasks and Data

• Configuring Audit Tasks
• Auditing Information Overview
• Viewing Audit Details
• Viewing Task Manager Audit Details

Intercompany Eliminations set-up

• Defining Intercompany Entities
• Defining Intercompany Accounts
• Creating Plug Account
• Assigning Plug account with ICP Accounts

Consolidations, Translations and Overrides

• Consolidation Process
• Data Flow
• Consolidation Process Flow
• Consolidation Dimension
• Translation Process
• Translating Data
• About Exchange Rates
• Entering Exchange Rates
• Entering Override Rates
• Consolidation and Translation Security Access
• Calculation Status
• Consolidating Data

Managing Forms

• Predefined Forms
• Point of View
• Page Axis
• Rows and Columns
• Form Design Considerations
• Forms and Calculations
• Creating Simple Forms
• Setting Form Layout
• Setting Form Grid Properties
• Setting Form Dimension Properties
• Setting Display Properties
• Setting Printing Options
• Including Data Validation Rules in Forms
• Adding Formula Rows and Columns
• Defining Simple Form Page and Point of View
• Creating Composite Forms
• Editing Forms
• Working with Substitution Variables
• Creating and Assigning Values to Substitution Variables
• Deleting Substitution Variables
• Working with User Variables
• Managing User Variables
• Creating User Variables
• Deleting User Variables

Managing Journals

• Creating Journal Groups
• Deleting Journal Groups
• Managing Journal Periods
• Setting Journal Options

Ownership Management

• Managing Consolidation Methods
• Modifying Consolidation Methods
• Adding Consolidation Methods
• Importing and Exporting Consolidation Methods
• Recomputing Ownership Data
• Managing Ownership
• Changing Manage Ownership Settings
• Importing and Exporting Ownership Data
• Ownership Settings in Forms and Configurable Calculation Rules

Managing Approval Unit Hierarchies

• Creating Approval Unit Hierarchies
• Setting Up the Approval Unit Hierarchy
• Selecting Approval Unit Hierarchy Members
• Assigning Approval Unit Owners and Reviewers
• Assigning Approval Unit Hierarchies to Scenarios
• Editing Approval Unit Hierarchies
• Viewing Approval Unit Hierarchy Usage
• Synchronizing Approval Unit Hierarchies
• Deleting and Renaming Approval Unit Hierarchies
• Exporting Approval Unit Hierarchies
• Importing Approval Unit Hierarchies

Managing the Approval Process

• Approval Process Overview
• Enabling Approvals
• Starting the Approval Process
• Approval Unit Promotional Path
• Locking and Unlocking Entities

Defining Valid Intersections

• Understanding Valid Intersections
• Valid Intersection Groups
• Valid Intersection Rules
• Anchor and Nonanchor Dimensions
• Valid Intersection Examples
• Example: Anchor and Nonanchor Dimensions
• Creating Valid Intersections
• Managing Valid Intersections

Working with Rules

• Consolidation and Translation Rules
• Selecting Business Rules
• Assigning Access to Rules

About Configurable Consolidation Rules

• Managing Consolidation Rule-sets and Rules
• Creating Consolidation Rule-sets
• Creating Consolidation Rules
• Viewing Rule-Sets
• Deploying and Undeploying Rule-Sets
• Duplicating and Deleting Rule-Sets

Managing Security

• Security Overview

Data Management

• Creating Target Application
• Creating Importformats
• Creating Locations
• Creating Data Load Mappings
• Creating Data Load Rules
• TB Load
• Multi Period data Load
• Export Mappings and Import for current dimension
• Check Repor

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 Actvity

• 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

Overview of EDMCS
On-premise DRM Vs EDMCS

• Nodes & Types of Nodes
• Node Types
• Hierarchy Sets
• Node Set
• View & Viewpoints
• Properties
• Request

Working with Applications

• Understanding Application Types
• Understanding Registering Applications
• Understanding Dimensions
• Understanding Modifying Applications
• Importing Dimensions
• Exporting Dimensions

Working with Planning Applications

• Registering Planning Applications
• Registering Cubes, Application Settings, and Dimensions
• Predefined Properties for Planning Applications
• Importing Planning Dimensions
• Exporting Planning Dimensions

Working with Oracle Financials Cloud General Ledger Applications

• Registering Oracle Financials Cloud General Ledger Applications
• Registering Segments and Trees
• Applying Registration Changes
• Predefined Properties for Oracle Financials Cloud General Ledger Applications
• Importing Oracle Financials Cloud General Ledger Dimensions
• Exporting Oracle Financials Cloud General Ledger Dimensions

Working with Custom Applications

• Registering a Custom Application
• Adding, Removing, or Modifying a Custom Application Dimension
• Custom Dimension Import and Export Settings
• Adding or Modifying a Node Type for a Custom Dimension
• Importing a Custom Application Dimension
• Exporting a Custom Application Dimension

Working with View &Viewpoints

• Creating View &Viewpoints
• Inspecting &Downloading a Viewpoint
• Sharing the data between viewpoints
• Comparing Viewpoints
• Alternate Viewpoint
• Subscription
• Mapping Viewpoint
• Archiving & Deleting View & Viewpoint

Working with Request

• Making Changes Interactively through Request
• Making Changes Using a Load File
• Action code for Load Request file
• Inspecting Requests

Security

• My Services Roles for EDMCS
• Creating User & Groups
• EDMCS Component Level Security

Workflow & Approvals

• Workflow Stages
• Approval Process
• Process Flow

Daily Maintenance & Migration
EPM Automate Commands for EDMCS

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