Course Overview
This course will teach you create forms, manage task lists, enter and adjust data and execute calculations in Planning. You'll also learn how to manage the approval process, which includes moving a plan through the budget review-and-approval process.
Learn To:
- Discuss Planning capabilities, Planning’s relationship with Essbase and dimension requirements.
- Navigate Workspace to access Planning and Financial Reporting.
- Create and test forms and ad hoc grids.
- Enter, adjust and analyze data in Planning and Smart View.
- Set up and test business rules.
- Set up and implement task lists.
- Create reports to analyze planning results.
- Enter and adjust plan and forecast data.
- Create forms and ad hoc grids.
- Analyze data in Smart View.
- Create production quality reports.
Who should attend
- End Users
- Financial Analyst
- Sales Consultants
- Functional Implementer
Prerequisites
- Planning and budgeting concept
- MS Windows knowledge
- MS Excel knowledge
- Client-server concept
Course Objectives
- Navigate Workspace to access Planning and Financial Reporting
- Create and test forms and ad hoc grids
- Enter, adjust, and analyze data in Planning and Smart View
- Test business rules
- Manage the approval process
- Manage task lists
- Create reports to analyze planning results
- Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirements
Course Content
- Introduction to Planning
- Navigating EPM Workspace
- Introduction to Applications and Dimensions
- Creating Forms
- Enhancing Forms
- Entering Data in Planning
- Annotating and Analyzing Data
- Calculating with Business Rules
- Managing the Approval Process
- Managing Task Lists
- Introduction to Smart View
- Analyzing Data in Smart View
- Introduction to Financial Reporting
- Creating Basic Reports
- Setting Up Report Details
- Adding Text Functions
- Adding Math Functions
- Creating Books