Introduction to Profitability and Cost Management
Oracle’s Enterprise Performance Management System
About Profitability and Cost Management
Product Architecture
Product Components
Profitability and Cost Management Implementation Process
Navigating Standard Profitability Models
About Standard Profitability Models
Model Levels
Model Components
Accessing Models
Essbase Concepts
Profitability and Cost Management Repository and Essbase
Multidimensional Analysis
Administration Services Console
Essbase Outlines
Calculation Scripts
Member Properties
Block Storage and Aggregate Storage Databases
Managing Dimensions with Performance Management Architect
Performance Management Architect Overview
Dimension Library
Dimensions for Standard Profitability Applications
Creating Dimensions
Creating Members
Managing Members
Organizing Shared Library
Managing Dimensions with Grid Editor
Loading Dimension Metadata
About Loading Dimension Metadata
Setting Up Text Files
Setting Up Interface Tables
Loading Metadata
Viewing Job Status
Creating Standard Profitability Applications
About Performance Management Architect Applications
Creating Standard Profitability Applications with Application Wizard
Managing Local and Shared Dimensions
Adding Dimensions to Applications
Changing Local Dimensions to Shared Dimensions
Overriding Inherited Property Settings
Excluding and Showing Members
Synchronizing Local with Shared Dimensions
Setting Up Standard Profitability Application Dimensions
Setting Up Common Dimension Properties
Adding Custom Driver Measures
Setting Up Business Dimensions
Setting Up POV Dimensions
Adding Member Descriptions
Assigning Attributes
Adding User-Defined Attributes
Adding Member Formulas
Deploying Standard Profitability Applications
About Deploying Applications
Validating Applications
Comparing Applications
Duplicating Applications
Deploying Applications to Application Servers
Viewing Job Status
Creating the Model Structure for Standard Profitability Applications
About Models
Setting Model Preferences
About Stages
Stages and Dimensions
About Points of View
Adding Points of View
Copying Points of View
Deploying Essbase Databases
Adding Data to Models
About Adding Data to Models
Loading Data
Viewing and Editing Stage Data
Viewing and Editing Driver Data
Setting Up Assignments
About Assignments
Creating Assignments
Creating Assignment Rules
Design Considerations
Introduction to Drivers
About Drivers
Driver Formulas
Driver Formula Example
Formula Types
Driver Basis Types
Priority Sequence Drivers
Creating Drivers for Allocations
Creating Drivers
Selecting Drivers
Adding Exceptions to Driver Selections
Managing Calculations
About Managing Calculations
Validating the Model Structure
Running Driver Data Reports
Running Calculations
Running the Stage Balancing Report
Running Trace Allocation Reports
Analyzing Data
Creating Smart View Queries
Navigating Smart View
Connecting to Data Sources
Creating Ad Hoc Grids
Setting the Point of View
Associating Data Sources with Worksheets
Working with Management Ledger Applications
Creating and Deploying Management Ledger Applications
Creating Rule Sets
Create Allocation Rules
Creating Custom Calculation Rules
Viewing Rule Balancing and Trace Allocations reports
Creating Smart View Queries
Validating the Model
Security and Lifecycle Management
User Authentication
Assigning Security Roles
Migrating Applications by Using Lifecycle Management
Importing Model Metadata from Staging Tables
Description:
This course is designed to teach you how to create and manage Standard Profitability and Management Ledger models
by using Profitability and Cost Management. You create applications for Standard Profitability and Management Ledger
models in Performance Management Architect and deploy them to a Profitability and Cost Management server. You
define stages for a Standard Profitability model, create drivers, and assign destination intersections to source
intersections. You generate calculation scripts and calculate the model. You use stage balancing and trace allocation
reports to validate the model. You create rules and rule sets for a Management Ledger model. You configure the
execution order of the rules and run calculations. You use rule balancing and trace allocation reports to validate the
model.
Learn To:
Create and view reports
Generate calculation scripts and calculate model stages
Create model stages and points of view
Create and deploy Profitability and Cost Management applications
Load data into Profitability and Cost Management applications
Create drivers, driver selections, and assignments
Create Management Ledger applications
Create Management Ledger rule sets and rules
