Oracle Cloud EPM: Planning (E/PBCS) Business Rules (2 days)

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How Can I Take this Course?

Keyteach provides flexible training options to suit your needs. Choose from globally scheduled instructor-led courses or a private class just for your team.

Would you like to arrange a private class for your team?

Keyteach provides the flexibility to deliver this instructor-led course on dates that suit your team’s schedule. Private classes, conducted live online with a remote instructor, require a minimum of two participants. Alternatively, we can arrange in-person training at your location upon request.

  • Oracle Planning Cloud EPM (E/PBCS): Business Rules Private Class   $1,920.00 per person (min 2 attendees)

Course Summary

This comprehensive course covers key design principles and maintenance for the development of scripts for Business Rules and other calculations. By the end of this course you will be able to design, manage and maintain complex business rules for Oracle Cloud EPM Planning (EPBCS).

Audience

  • System Administrators
  • Implementation Consultants

Duration

  • Instructor-led training: 2 days (14 CPE Credits)

Course Description

This comprehensive course covers key design principles and maintenance for the development of scripts for Business Rules and other calculations. Attendees will learn the key concepts relating to calculations in Oracle Cloud EPM Planning (EPBCS) and will explore the different methods that can be used to perform calculations, gaining an understanding of the core application components that contribute to calculation performance.

Explore Calculation Manager, a powerful tool that facilitates the creation and management of calculation objects. Find out how to make best use of Calculation Manager to manage Business Rules. Learn about Essbase-related features to ensure that calculations execute with acceptable performance. Understand how to control calculation scope and discover how more complex function types can be used to provide more comprehensive calculation capabilities in Oracle Cloud EPM Planning (EPBCS).

Please Note: A separate three day course is available for those interested in Groovy Scripting for Enterprise EPM Planning (EPBCS).This course will equip attendees with the necessary tools and knowledge to design and build effective, responsive and highly optimised applications.

Learning Objectives

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

  • Identify the methods for controlling the scope of calculation
  • Examine the use of cross-dimensional operators to gather data from area of the database outside the scope of the calculation
  • Recognise how to navigate and employ the Calculation Manager for the construction of business rules
  • Appraise the ways in which data blocks are created and the effect this has on the way business rules are constructed
  • Critique the ways in which Range functions can be used to calculate averages and running totals
  • Illustrate the ways in which Allocation functions can be used to apportion data values from high level dimension members to low level members

Summary by Day

Day 1

  • Calculation capabilities
  • Member formulas
  • Calculation scripts
  • Traditional business rules vs Groovy scripts
  • Calculation Manager
  • Script editor
  • Variables and run-time prompts

Day 2

  • Calculation considerations
  • Controlling calculation scope
  • Cross-dimensional operators
  • Design considerations
  • Writing calculations using functions

Course Agenda

Calculation Capabilities
Understand the key concepts relating to calculations in NSPB and E/PBCS. Explore different methods for performing calculations and learn about core application components that impact calculation performance.

  • Calculation methodology
  • Block storage considerations
  • Member formulas
  • Variances with member formulas
  • Calculation scripts
  • Traditional business rules vs Groovy scripts

Calculation Manager
Calculation Manager is a powerful tool for creating and managing calculation objects. Learn how to use it effectively to manage your organisation’s rules.

  • Navigating Calculation Manager
  • Managing business rules
  • Calculation Manager views
  • Visual script design vs calculation scripts
  • Navigating the calc script editor
  • Variables and run-time prompts

Calculation Considerations
Calculations are executed against the Essbase database, so it's essential to consider Essbase-related features to ensure acceptable performance.

  • Dynamic vs Two Pass calculations
  • Back calc calculations
  • Intelligent calculation
  • Understanding block creation
  • Creating blocks on equation

Controlling Calculation Scope
Ensure effective performance of business rules by calculating only what is required. Explore methods for controlling calculation scope.

  • Calculation scripts
  • Calculation scope using FIX
  • Calculation scope using IF
  • FIX or IF?
  • Cross-dimensional operators

Designing Calculations
Explore complex function types and how they can provide more comprehensive calculation capabilities.

  • General design considerations
  • Writing calculations using functions
  • Relationship functions
  • Mathematical functions
  • Range functions
  • Conditional calculations
  • Variance calculations

National Association of State Boards of Accountancy (NASBA)

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  • Course title: Oracle Cloud EPM: Planning (E/PBCS) Business Rules
  • Duration: 2 days
  • Audience: System Administrators
  • Pre-requisites: None
  • Delivery method: Group Live and Group Internet-Based
  • Advanced preparation: None
  • Recommended CPE credits:
    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

Oracle's Planning Cloud (E/PBCS) enables businesses of all sizes to quickly adopt world-class planning and budgeting applications without any infrastructure investments.

E/PBCS is a powerful tool that's rarely fully exploited without professional training. Associated products, such as Data Integration and Financial Reporting Web Studio, means that training is essential to unlock the potential of PBCS and support its successful development and deployment.

Keyteach has a variety of different training courses for Oracle Planning Cloud (E/PBCS) and these are based on the role you will be undertaking. There is a one-day Smart View training course as well as a more extensive two-day key user training course for more advanced users. We have a project team enablement course for project managers and design teams that need to get up to speed fast as well as a two-day course for those that need to design Oracle Financial Reports.

System administrators and implementation consultants who will create and/or manage applications should attend the full five-day administrator training course. They will learn how to design and build PBCS applications, develop planning and budgeting models and load and manipulate data and metadata in PBCS applications. They will also gain an in-depth understanding of how to make efficient use of the capabilities and extensibility of PBCS and learn how to leverage the potential of this powerful solution in order to build more effective applications and workflows.

Keyteach has a variety of ‘On Demand’ training courses for Oracle Planning Cloud (E/PBCS) that can be undertaken at home. These training courses are designed for system administrators and include a live hands-on lab environment to undertake in-depth workshops. You can start the training straight away and there is unlimited instructor support. These courses are self-paced and can be purchased as a 90 day subscription:

Find out more about our range of self-paced 'On Demand' training courses for system administrators and implementation consultants to learn at home by clicking here.

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