EPBCS Training

1. Overview of EPM Cloud 12. Menus

2. Difference between PBCS & EPBCS 13. Valid Intersection
3. Overview of EPBCS 14. Navigation Flow
4. Application navigation 15. Workflow
5. EPBCS Modules 16. Dashboard
6. Configuration of EPBCS Modules 17. Migration
A. Financials 18. Security
B. Workforce 19. Cloud Data Management
C. Capital 20. Smart-View
D. Projects 21. EPM Automate utility
E. Strategic modelling
7. Creating an EPBCS Application
8. Metadata and Data loading
9. Data Maps/Smart push
10.Task List, Data Form and Calculation Manager Rules
11. Smart List
 Overview of EPM Cloud 1

Oracle Enterprise Performance Management Cloud combines Oracle’s Enterprise Performance Management applications with the
innovation and simplicity of the cloud to enable companies of any size to drive predictable performance, report with confidence, and
connect the entire organization. Oracle Enterprise Performance Management Cloud offers the following services:

PBCS is a subscription-based planning and budgeting solution built for and deployed on Oracle Cloud, using a
PBCS proven, flexible planning and reporting best-in-class architecture. 

Planning Modules comprise complete planning and budgeting solutions for Financials, Workforce, Capital,
EPBCS and Projects. These business processes include built-in best practice pre-defined content including forms,
calculations, dashboards, drivers, and key performance indicators (KPIs).

Tax Reporting provides a total tax solution to calculate and analyze current and deferred tax at national and
Tax Reporting regional levels, while unifying your financial close and tax close processes.

Financial Consolidation and Close is a subscription-based consolidation and reporting solution built for and
FCCS deployed on Oracle Cloud. It provides a simple and quick deployment for users who want fast implementation
with no hardware and minimal IT support
 Overview of EPM Cloud 2

Profitability and Cost Management is an analytic software tool that manages the cost and revenue allocations
PCMCS that are necessary to compute profitability for a business segment

Reconciliations ensure that a company's financial accounts are validated by checking to see if the balance in
Account the account is correct. Oracle Account Reconciliation Cloud Service makes this process simpler and faster for
Reconciliation companies by automating the process and helping users involved in the process collaborate effectively.

Oracle Enterprise Data Management Cloud is a modern, agile data management application that enables
EDMCS enterprises to manage application-specific business viewpoints, govern changes across them

Narrative Narrative Reporting is an Oracle Cloud solution for management and narrative reporting. It provides a secure,
Reporting collaborative, and process driven approach for defining, authoring, reviewing and publishing financial and
(EPRCS) management report packages
 Difference between PBCS and EPBCS
PBCS
1. Oracle PBCS is cloud version of on-prem
Hyperion Planning. PBCS allows for
flexibility to make changes to business rules
and the business rules behind the system
templates
2. PBCS provides seven total cubes: 3
BSO cubes and 3 corresponding ASO cubes,
plus 1 consolidating ASO cube.
3. Oracle PBCS have subscription of $120 per
user per month,
4.Sandboxing is available in both PBCS
5.All artifacts in PBCS are created as custom
3
EPBCS
1. EPBCS has out-of-the-box modules that allow
very little custom modification inside plan types.
2. EPBCS have 3 BSO, 3 ASO 4 prebuilt system that
you configure(6 more cubes)
• Financials – OEP_FS
• Capital – OEP_CPX
• Workforce –
OEP_WFP,OEP_WFSC,OEP_REP
• Project-OEP_PRJ
• Strategic Finance – Adds component to
finance cube
3. EPBCS have subscription of $250 per user per
month
4. Sandboxing is available in both PBCS and EPBCS,
but it is not available in the EPBCS pre-built
frameworks
5. Forms, dashboards, business rules, data integration
between plan types, etc. are pre-built in EPBCS, and
more can be added
Overview of EPBCS 4

• EPBCS is subscription based Planning and Budgeting Solution built and deployed on Oracle Cloud that leverages the architecture of Hyperion
Planning.
• It’s a platform for operational planners to budget via several different methods, while allowing corporate finance to control data quality,
transparency, cycle versions, and report distribution
• Centralized Planning & Budgeting Solution – Cloud Data Management, Financial Reporting, Smart view
• Prebuild frameworks/modules for planning and budgeting process.

• Fast and Easy to Deploy

• Improved plan and forecast accuracy
• Highly scalable and Cost effective
• Flexibility to enable modules in the future
• Features once enabled cannot be disabled.
• Oracle supports all EPM products i.e. server maintenance, patch updates, version upgrades.
Data Flow 6
EPBCS Overview 5
EPBCS Application Creation 14

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EPBCS Application Creation 14

Finance Planning & Budgeting Standard

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EPBCS Application Creation 14

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EPBCS Application Creation 14

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EPBCS Application Creation 14

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EPBCS Modules 7
EPBCS Financial 9

• Enhance the ability to manage and analyze finances at

any business level using driver or trend-based income
statement, balance sheet, and cash flow planning, or
simply plan revenue and expenses.
• Prebuilt content to support plans and forecasts
• Incrementally enable:
 Revenue/Gross Margin
 Expense
 Balance Sheet
 .  Cash Flow
 Income Statement
 Analysis
• Integrates with Capital, Workforce and Projects
frameworks if need to more granular planning for
those business processes
EPBCS Workforce 10

• Workforce allows you to track expenses at the

employee, job, cost center and custom levels.
• Prebuilt content to support plans and forecasts for
headcount and workforce expenses
 Analysis, calculation and reporting on headcount,
salary, bonuses, taxes and health care expenses
 Planning for new hires, transfers, terminations,
etc.
 Planning and calculation of country appropriate
taxes and benefits
 .
• Incrementally enable:
 Compensation Planning
 Other Expenses
 Demographics
 Analysis
 Strategic Workforce Planning (employee skill
based strategic plans, revenue and expense based
strategic plans)
• Integrates with Financials frameworks or can be used as
standalone
EPBCS Capital 11

• Use Capital to manage, prioritize, and plan for

capital expenses.
• Prebuilt content to support plans and forecasts
for capital expenses
 Plan capital expenses via driver based
calculations
 Assess the financial impact
 Review and approve capital expense
 . plans
 Manage capital transfers, impairments,
retirements and replacements
• Incrementally enable:
 Investments
 Existing Assets
 Intangibles
 Analysis
• Integrates with Financials frameworks or can
be used as standalone
EPBCS Projects 12

• Use Projects to evaluate how assets and resources

related to corporate initiatives are allocated, and
analyze their probable return on investment
• Prebuilt content to support plans and forecasts for
corporate initiatives
 Plan indirect, contract and capital projects
 Understand financial impacts
 Review and approve projects
 Driver based and direct input planning
 .
 Optional: detailed project planning by resource
 Track actuals vs. forecast for projects
• Incrementally enable:
 Project Summary
 Expense
 Revenue
 Analysis
• Integrates with Financials frameworks or can be
used as standalone
EPBCS Projects – Types of Projects 13

 .
EPBCS Strategic Modelling 14

• Strategic Modeling is a solution that combines a set

of rich financial forecasting and modeling features
with built in on-the-fly scenario analysis and
modeling capabilities.
• Focus on long-term strategic planning.
• Provides financial statement analysis for the
balance sheet, cash flow, and income statements,
along with built-in scenario analysis.
• Manage Sophisticated Debt and capital structures.
 .
It has funding routine and Debt Scheduler utility.
• Perform Financial Impact Analysis, create what if
Scenarios on run time.
• Present Focused financial Information
• Make Informed Decisions
• Create long-range forecasts for unpredictable
business dynamics using sophisticated, built-in
scenario modeling
Metadata and Data Loading 15

• Metadata:
o Metadata is data about data, Ex. Sales, Cola etc.
• Data:
o Data means numbers, Ex. 100, 200 etc.

There are three ways to load metadata and data into applications,

1. Flat file direct load

o If file does not need to modify (mappings) before loading file

2. Flat file load through Data Management

o If file needs to modify (mappings) before loading file

3. SmartView
Metadata Loading 17

• Flat file direct load:

o File need to be uploaded and then click on import tab

• Flat file load through Data Management :

o File need to be uploaded DM and then execute data load rule
Data Loading 16

• Flat file direct load:

o File need to be uploaded and then click on import tab

• Flat file load through Data Management :

o File need to be uploaded DM and then execute data load rule
 Data Map 18

Data Maps is a great feature in Planning cloud that allows you to seamlessly move data between plan types and
to your reporting databases
Smart Push 19

Smart Push is a function within EPBCS that allows on-demand movement of small sets of data from one cube
to another within the same application.
Task List, Data Forms and Business rules 20

Task Lists are customizable multi-step processes which guide users

through a specific business process (e.g. a monthly forecast).
Administrators can set up task lists that instruct you in performing
specific actions, to help with planning cycles.

Data forms are used by the business users and planners to

enter, update and analyze the data.

Business rules are essential for any Oracle Hyperion Planning

application. They provide a way for planners to derive metrics and
projections from existing data using business logic.
 Smart list 21

Smart Lists are custom drop-down lists that users access from data form cells in
Planning applications. When clicking into data form cells, users select items
from drop-down lists instead of entering data. Users cannot type in cells that
contain Smart Lists. 
Below are the steps to create and use of smart list:
1. Navigate to Create and Manage - > Smart list and create it for ex: Trend
smart list is created here.
2. Create a member in dimension and assign this smart list as data type and
use that member in form. For ex. Trend member is used in form as smart
list
 Action Menus 22

Administrators can create right-click (or action) menus and associate them with
forms, enabling users to click rows or columns in forms and select menu items to:
• Launch another application, URL, or business rule, with or without runtime
prompts
• Move to another form
• Move to Manage Approvals with a predefined scenario and version
• Open Job or Copy Version

1. To create Action Menu, Navigate to Create and Manage - > Action Menu and
create it by providing its name and menu items.
2. Assign this menu to specific data form so user can use it while doing planning
from that form. For ex in below screenshot User can open form using menu item
Trend based expense planning.
 Valid intersection 23

Valid intersections enable you to define rules, called valid intersection rules, which filter certain cell intersections to users when they enter
data or select runtime prompts. For example, you can specify like India Entity is valid for INR currency only. Similarly we can define many
valid intersection rules to restrict users to submit data to correct intersection.
After valid intersections are defined, cells containing invalid data are read-only. This restriction speeds the planning process and optimizes
the information available to users.

1. To create Valid intersection, Navigate to Application - > Valid Intersection, Enter valid Intersection name.
2. Add dimensions and add rules on member of individual dimensions. Save and close it.
3. Enable valid intersection for the application
 Navigation Flow 24

Navigation flows give business process designers control over how various roles, or groups, interact with the business process. The Navigation
Flow Designer enables you to customize the business process interface. For example, you can change the names of the cards and clusters that
display on the Home page and the order in which they are displayed. You can hide cards, create new cards, and group cards into clusters. You
can also customize the vertical and horizontal tabs that display on a card.
1. To Update Navigation flow , Navigate to Tools - > Navigation Flows.
2. One Navigation flow will always be active, Admin have to create Copy of Default Navigation flow to perform any modification after making
its status as inactive.
 Managing Approval (Work Flow) 25

Approval Process - You can track budgets and review status, process issues, and approval unit ownership using approval process.
Approval Unit - An approval unit is the basic unit for preparing, annotating, reviewing, and approving plan data. Approval units are
combinations of scenario, version, and entity or part of an entity.. The approval unit moves from one reviewer to another until the budget
process is complete.
1. To Create Approval Unit, Admin have to navigate to the WorkFlow - >Approval Unit and create it.
2. Once Approval unit is created then Click on Approval Unit assignment to assign Scenario and version
3. Admin has to start work flow to trigger review process.
Dashboard 26

Dashboards typically provide an overview to planners at the beginning of their planning and forecast process by showing summary data. The
versatility of dashboards enables planners to chart, evaluate, highlight, comment on, and even change key business data. They can change a
driver such as Volume in a form that's in a dashboard and immediately see its impact in other forms and charts

1. To create Dashboard, Admin has to Navigate to the Dashboard and click on create
2. Admin can drag and drop any form and chart from left panel to right panel.
Migration and Application backup 27

Admin has to Navigate to the Tools-> Migration to perform Application

backup or Migration from one environment to another environment.

Application Backup
1. Select all artifacts and click on backup to take the application backup. It
will save the backup file in Snapshot folder

Migration from one environment to another environment

2. Select the required artifacts form Categories and click on Backup.
3. Navigate to the Snapshot and download the backup file by click on three
dots(Actions).
4. Upload the file to another environment in snapshot.
5. Import the artifacts to the application

Reports

Migration report will show the status of Migration. It can also highlight
errors if migration failed.
Security 28

EPBCS provides 4 types of Function Roles to control the access. Service Administrator being the top-level
access basically has full access on the environment. Viewer, User and Power User have different access as
shown in the figure below
Cloud Data Management 29

• Data Integration tool that provides a single, systematic process for loading data from different source
system such as File, Oracle EBS, NetSuite, Cloud ERP into target analytical application
• ETL for business users
• Provides visibility, traceability, integrity, and verification process
• Mapping Capabilities
• Target and Source Mapping
• Fully automated with EPM automate
Smart View 30

Smart View enables users to import, manipulate, distribute and share data in Microsoft Excel, Word and
PowerPoint, and serves as a comprehensive tool for accessing and integrating EPM and BI content from
Microsoft Office products.

• Common Microsoft add-in for Oracle EPM solution

• Perform analysis and crate highly formatted reports
• Excel interface
• Access Data forms, Reports, Dimension, Tasklist
EPM Automate utility 31

EPM Automate enables Service Administrators to automate many

repeatable tasks including the following:
Import and export metadata, data, artifact and application
snapshots, templates, and Data Management mappings. Upload
files into environments, list files, and delete files from the service.

Ex: Login syntax,

epmautomate login USERNAME PASSWORD URL IDENTITYDOMAIN