PCM: Administrator (3 days)

Audience

Financial and Technical System Administrators, Financial Modellers and Financial Power Users.

Learning Objectives

Also available as

ON DEMAND

self-paced training via our Keyteach partnership.

Click here for details.

Learn the concepts required to design and create Oracle Profitability and Cost Management Cloud (PCM) applications to identify and exploit profitability through the development of complex what-if scenarios and reporting.

Find out how to model structures, design calculation rule sets and rules, deploy applications and use PCM tools and Smart View to analyse and report on data..1.7

Course Description

The course focuses on the design, build, system administration and deployment of Oracle PCM (Profitability and Cost Management) applications. You’ll discover the tasks involved in preparing the structure and dimensionality of the allocation model, together with the strategies for the creation and deployment of applications.

Learn about the calculation rules and the rule sets required to effectively and efficiently model data within PCM. Discover how to execute the model and explore the use of manifold tools to view and analyse allocated data.This hands-on course provides everything you’ll need to design, build and maintain PCM models and applications.

Course Information

Audience: Financial and Technical System Administrators, Financial Modellers and Financial Power Users

Duration: 3 days

Pre-requisites: An understanding of Essbase databases (particularly aggregate storage models) is useful, as is a working knowledge of Smart View

Delivery method: 

Advanced preparation: None

Recommended CPE credits: 21 credits

Day Summary

Day 1: Reviewing the models, understanding allocations, dimensions, attributes, data storage, hierarchy types, consolidation properties, aggregation operators, creating applications, Smart View data entry, loading data with Data Management (FDMEE).

 

Day 2: Creating rule sets, creating and executing rules, rule types, rule context, rule balancing, calculation options, advanced allocations, iterative execution, custom calculations, model view templates, analysis views, scatter analyses, profit curves, dashboards.

Day 3: Trace allocations, queries and KPIs, accessing and running Financial Reports, model validation, system reports, security and data grants, application backups, EPM Automate and an introduction to the REST APIs for PCM.

Detailed Agenda

Introduction to PCM

  • Reviewing the models

  • Tracking profitability

  • Introducing dimensions

  • Understanding allocations

  • PCM data flows

  • The underlying database

  • Caclulation management

  • Data analysis

  • Reporting

  • Cloud services architecture

 

PCM Dimensions

  • Understanding dimensions and members

  • Application requirements

  • Balance and rule dimensions

  • Point of view dimensions

  • Business dimensions

  • Attribute dimensions

  • Data storage properties

  • Hierarchy types

  • Consolidation properties

  • Aggregation operators

  • Other member properties

  • Creating an application

  • Creating Points of View

 

Allocations

  • Allocation fundamentals

  • Rules express editing and rules outline

  • Allocations vs custom calculations

  • Assembling allocations

  • Creating an allocation

  • Parallel, iterative and serial execution

 

Smart View Data Entry

  • Setup for Smart View Data Entry

  • Creating Data Entry Templates

  • Connecting to Smart View

  • Smart View Options

  • Methods of Entering or Loading Data

Data Management (FDMEE)

  • Overview and Learning Objectives

  • Introducing Data Management (FDMEE)

  • Loading Data

  • Understanding Data Management Setup

  • Source and Target Registration

  • Category and Period Maps

  • Import Formats

  • Locations

  • Data Load Rules

  • Mappings

  • Data Management Setup 

 

Rule Sets and Rules

  • Understanding Allocation Rules

  • Rules vs Rule Sets

  • Rule Types

  • Rule Context

  • Rule Set Calculation Options

  • Allocating Rent and Utilities

  • Executing Rules

  • Calculating Rule Sets and Reviewing the Results

 

Further Allocations

  • Copy Data Between Points of View

  • Adding Detailed Allocations

  • Allocating Cost of Goods to Products

  • Allocating Operating Expenses to Activities

 

Iterations and Custom Calculations 

  • Iterative Execution

  • Calculate Activity Allocations with Iterative Execution

  • Custom Calculation Rules

  • Using Calculations for Different Points of View

  • Copying Rule Sets and Rules

Data Analysis 

  • Understanding Model View Templates

  • Creating an Analysis View

  • Create Scatter Analyses and Profit Curves

  • Visual Representation Using Trace Allocations

  • Queries and KPIs

 

Financial Reports

  • Introducing Financial Reporting

  • Accessing and Running Reports

  • Creating Financial Reports

 

System Maintenance

  • Model Validation

  • System Reports

  • Security and Data Grants

  • Application Migration

  • Create an Application Backup

  • Restoring an Application Backup

  • Cloud Environment Update Cycle

 

EPM Automate

  • Overview and Learning Objectives

  • Introducing EPM Automate

  • Installation of EPM Automate

  • Connecting to EPM Automate and Getting Help

 

Introducing the REST APIs

  • Introducing Representational State Transfer

  • REST URLs and Method

  • Installing a REST Client

  • GET Requests

  • Retrieving Application Details via REST

  • POST Requests

  • Executing Jobs via REST Requests

Register

This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live Cloud environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.​

123EPM

Address: 2425 N Center St, Suite 240, Hickory, NC 28601

Tel. 828-278-8588

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