2017 was a great year for Oracle EPM Cloud and the Key Performance Ideas’ Blog. The Cloud space expanded rapidly, and we were able to explore some key trends that began to emerge. That’s why to help you kickoff 2018, we’ve rounded up the most popular (and useful) posts of the past year. Read on to get up to speed on essential insights that will help guide your Cloud plan for the New Year!
#1 Oracle PBCS Success Story: Sterling National Bank
Read how Sterling National Bank (SNB), reached $14.2 billion in assets after making several strategic acquisitions over the past 5 years, realized it needed a planning and forecasting solution that was more robust and could manage its growth.
#2 Working with Valid Intersections in Oracle Planning and Budgeting Cloud Service (PBCS)
Are you facing challenges with data integrity? Are you concerned that data may be going into the wrong intersection? Valid Intersections will allow you apply cross dimensional security and ensure your data is in the correct intersection. This feature will prevent users from entering data where data should not exist. However, this feature is only available in the simplified interface.
#3 Oracle EPBCS: Strategic Modeling for Presenting Focused Financial Information
Would you like to move beyond tactical financial planning to long range target setting? Can you quickly perform what-if scenario modeling? Are you still doing financial modeling and impact analysis in spreadsheets? Watch a replay of our webinar featuring the Strategic Modeling product, embedded in Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS).
#4 Oracle PBCS: A Case Study on Reducing Maintenance & IT Costs
Read how this company realized it needed a streamlined design to consolidate their applications and tools into a single solution and reduce integration complexity, as well as take advantage of reevaluating and updating their planning processes to meet current and future business requirements. The company wanted a highly adaptable, standardized and lower cost of maintenance solution.
#5 Oracle EPBCS: Workforce Planning Module
Does your company struggle with unreadable spreadsheets that track employee headcount and related workforce expenses? Did you know that EPBCS uses several dynamic dashboards and reports to help your company meet strategic initiatives and that is easily readable by your HR and FP&A teams? Read the blog to learn more about the Workforce Planning Module.
#6 Finding Answers in the Cloud: Drill-Through from Oracle PBCS to Oracle Fusion Financial Cloud Service
Previous technologies provided drill-through to Fusion Financial, but only for on premise Hyperion Planning. However, after launching Planning and Budgeting Cloud Service (PBCS) improvements were made in 2017… here is a glimpse into the improvements.
#7 Why Your Budgeting Practice is Killing Your Bottom Line
Watch the taped webinar where we review the four budgeting models – Predictive Planning, Rolling Forecast-Based Budgeting, Driver-Based Budgeting, and Zero-Based Budgeting – and outline which technique is best based on your particular business unit cost structure, product complexity, and market growth and volatility.
#8 Clearing Data in ASO Cube in Oracle Planning and Budgeting Cloud Service (PBCS)
Have you ever had issues with clearing data in an ASO cube on a PBCS environment? Previously, there was not a way to automate the process of clearing data in an ASO cube. But now, with “Clear Cube”, you can clear data in many different ways in an ASO cube. Why use Clear Cube?
#9 Error Handling with EPM Automate in Oracle PBCS – Leveraging System Email Notifications
Already utilizing the Oracle Cloud EPM Automate utility to automate processes for data loading, launching business rules, and refreshing the database? If so, are you interested in an efficient means of monitoring your automated tasks and receiving updates as to whether or not those tasks were successful? Great news! You can use the built-in email notification capabilities of Planning to receive updates pertaining to nearly all of your automated jobs.
#10 Utilizing Dashboards in EPBCS: A Closer Look at Radar, Funnel, Gauge, and Bubble Charts to Effectively Manage Profitability Metrics
For many companies, there are several metrics that might be used to measure their overall profitability as well as performance by individual employees. Visualizing these metrics in different scenarios is a useful tool that is easily done through the Dashboard feature in EPBCS.
#11 Metadata and Data Integration Options for Oracle EPM Cloud
This blogs covers everything from Data Management, to Smart Push, to data exports using Business Rules. Also included are descriptions of use cases and advanced topics such as drill-through to details loaded through Data.
#12 Oracle Smart View: How to Look Smarter!
Are you an executive or business leader that is not receiving the information you need to guide your business and help make decisions? Are you an analyst that needs to efficiently present your discoveries in the right format to support management and business partners? Watch and learn how Smart View can help you look smarter by enhancing how you support business partners and improving decision-making.
#13 Oracle EPM Automate- Tips and Tricks
Interested in reducing the time spent in your data loading and export processes? The EPM Automate utility can help you do just that and much more within the context of Oracle Cloud! Watch the webinar— this session was held at both Collaborate and Kscope in 2017.
#14 New Dimension Editor in Planning and Budgeting Cloud Service (PBCS)
Have you tried the new dimension editor available from Oracle in PBCS? Do you know the three different ways to manage your metadata? This blog reviews three different ways to manually manage your metadata.
#15 Integrated Business Process Navigation Flows in Oracle EPM Cloud Applications- Cross Pod Integration
Do you have multiple Oracle EPM Cloud applications that require you to navigate between multiple URLs? Oracle recently released a new feature that allows users to navigate across Oracle EPM Cloud applications to create a unified business process flow. Now, users can experience a seamless experience when using Oracle EPM Cloud applications.
#16 Oracle EPM Hyperion Planning, Essbase, PBCS and EPBCS Users… Leverage @Return to Reduce Mistakes!
In Hyperion Planning and Essbase on premise (beginning with version 126.96.36.199), PBCS and EPBCS a Business Rule or calc script can be used to help direct your users to correct mistakes or remind them to complete other tasks by using the @RETURN function. This functionality is not widely known, so it is underutilized but it can be very powerful.
#17 Managing Alternating Fiscal Calendars in Oracle Planning and Budgeting Cloud Service
Alternating Fiscal Calendar Structures – what on Earth are you on about?!? This blog uses a real-world example of common requirements needed to manage alternating fiscal calendar requirements. Learn how to minimize application administration with alternate hierarchies and substitution variables that are employed for forms, reports, and where necessary, calculations.