Oracle Cloud EPM: Profitability and Cost Management (Enterprise Edition) Administrator (2 days)

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  • Oracle Cloud EPM: Profitability and Cost Management Administrator (Enterprise Edition) Private Instructor-Led Training for Your Team   US $1,920.00 per person (min 2 attendees)

Course Summary

In this Oracle PCMCS training course you'll learn the concepts required to design and create Oracle Profitability and Cost Management Cloud Service (PCMCS) applications to identify and exploit profitability through the development of complex what-if scenarios and reporting.

Find out how to model structures, design calculation rule sets and rules, deploy applications and use PCMCS tools and Smart View to analyse and report on data.

Audience

  • System Administrators
  • Financial Modellers
  • Financial Power Users

Duration

  • Instructor-led training: 2 days (14 CPE Credits)
  • Self-paced on demand training: 90 days (14 CPE Credits)

Course Description

The course focuses on the design, build, system administration and deployment of Oracle PCMCS (Profitability and Cost Management) applications. You’ll discover the tasks involved in preparing the structure and dimensionality of the allocation model, together with the strategies for the creation and deployment of applications.

Learn about the calculation rules and the rule sets required to effectively and efficiently model data within PCMCS. Discover how to execute the model and explore the use of manifold tools to view and analyse allocated data.This hands-on course provides everything you’ll need to design, build and maintain PCMCS models and applications.

Learning Objectives

By the end of this course learners will be able to:

  • Recognize the methods by which business rules can be assembled graphically
  • Critique the methods by which translation types can be used and how they can be overridden
  • Identify the methods for controlling the scope of calculation
  • Contrast the use of On Demand business rules with the standard consolidation rules
  • Examine the use of Design Time Prompts to customise the members for which a calculation is run
  • Apply Configurable Consolidation rules to recalculate data at the Elimination level

Summary by Day

Day 1

  • Reviewing the models, understanding allocations, dimensions, attributes, data storage, hierarchy types, consolidation properties, aggregation operators, creating applications, Smart View data entry, loading data with Data Management (FDMEE).

Day 2

  • Creating rule sets, creating and executing rules, rule types, rule context, rule balancing, calculation options, advanced allocations, iterative execution, custom calculations, model view templates, analysis views, scatter analyses, profit curves, dashboards.

Day 3

  • Trace allocations, queries and KPIs, accessing and running Financial Reports, model validation, system reports, security and data grants, application backups, EPM Automate and an introduction to the REST APIs for PCMCS.

Course Agenda

Introduction to PCM

- Reviewing the models

- Tracking profitability

- Introducing dimensions

- Understanding allocations

- PCMCS data flows

- The underlying database

- Calculation management

- Data analysis

- Reporting

- Cloud services architecture

Standard PCM Dimensions

- Understanding dimensions and members

- Application requirements

- Balance and rule dimensions

- Point of view dimensions

- Business dimensions

- Attribute dimensions

- Data storage properties

- Hierarchy types

- Consolidation properties

- Aggregation operators

- Other member properties

- Creating an application

- Creating Points of View

Allocations

- Allocation fundamentals

- Rules express editing and rules outline

- Allocations vs custom calculations

- Assembling allocations

- Creating an allocation

- Parallel, iterative and serial execution

Smart View Data Entry

- Setup for Smart View Data Entry

- Creating Data Entry Templates

- Connecting to Smart View

- Smart View Options

- Methods of Entering or Loading Data

Data Integration (FDMEE)

- Overview and Learning Objectives

- Introducing Data Management (FDMEE)

- Loading Data

- Understanding Data Management Setup

- Source and Target Registration

- Category and Period Maps

- Import Formats

- Locations

- Data Load Rules

- Mappings

- Data Integration Setup

Rule Sets and Rules

- Understanding Allocation Rules

- Rules vs Rule Sets

- Rule Types

- Rule Context

- Rule Set Calculation Options

- Allocating Rent and Utilities

- Executing Rules

- Calculating Rule Sets and review results

Further Allocations

- Copy Data Between Points of View

- Adding Detailed Allocations

- Allocating Cost of Goods to Products

- Allocating Operating Expenses

Iterations and Custom Calculations

- Iterative Execution

- Calculate Activity Allocations with

Iterative Execution

- Custom Calculation Rules

- Using Calculations for Different points

of view

- Copying Rule Sets and Rules

Data Analysis

- Understanding Model View Templates

- Creating an Analysis View

- Create Scatter Analyses and Profit Curves

- Visual Representation Using Trace

Allocations

- Queries and KPIs

Financial Reports

- Introducing Financial Reporting

- Accessing and Running Reports

- Creating Financial Reports

System Maintenance

- Model Validation

- System Reports

- Security and Data Grants

- Application Migration

- Create an Application Backup

- Restoring an Application Backup

- Cloud Environment Update Cycle

EPM Automate

- Overview and Learning Objectives

- Introducing EPM Automate

- Installation of EPM Automate

- Connecting to EPM Automate and

Getting Help

National Association of State Boards of Accountancy (NASBA)

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  • Course title: Oracle Cloud EPM: Profitability and Cost Management (Enterprise Edition) Administrator
  • Duration: 2 days
  • Audience: System Administrators | Financial Modellers | Financial Power Users
  • Pre-requisites: None
  • Delivery method: Group Live and Group Internet-Based
  • Advanced preparation: None
  • Group Live and Group Internet-Based: 14 credits - computer software and applications
  • Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

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