PBCS: Key User & Smart View (2 days)

Audience

Key users.

Learning Objectives

Gain an understanding of Oracle’s Planning and Budgeting Cloud Service (PBCS) in order to navigate and proficiently utilize data submission, as well as PBCS's analysis and reporting options.

Course Description

This course covers everything that Key Users need to know about the capabilities of PBCS. You'll explore the interface, data submission modules, driver-based planning techniques and data review and analysis options. We'll cover business-critical options to ensure you can successfully access and work with PBCS. Further topics include top-down and bottom-up planning and budget submissions. Understand how to work with task lists, data forms, supporting detail and ad-hoc analysis and how these are integrated for complete workflow.

Course Information

Audience: System administrators, report developers

Duration: 2 days

Pre-requisites: None

Delivery method:

Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 14 credits

Summary

PBCS overview, navigation, terms and concepts, tasks and data forms, bottom-up and top-down planning, supporting detail and comments, reports and dashboards, Smart View, ad-hoc queries and reports, cascading reports, writing functions and an introduction to member formulas and business rules

Detailed Agenda

Introducing PBCS

Planning concepts
Web interface vs Smart View
Application types
Terminology, dimensions and documents
Data, metadata and atribute dimensions
Navigating the simplified interface
Working with tasks
Task list icons
Application settings

Data Forms

Accessing data forms
POV and member selection
Cell colors
Cell icons

Data Entry Techniques

Simple data entry
Spreading and adjusting data
Entering supporting detail and comments
Actions drop-down
Data and format panels

Business Rules

Understanding business rules
Launching business rules
Driver-based planning
Bottom-up and top-down planning

Data Management

Sources of data
Mapping tables
Import, validate and export data

Processing Data

Currency translation and approvals
Copy data between versions
Sandboxes
Scheduling jobs

PBCS Ad Hoc Grids

Ad Hoc panel
Ad Hoc operations and options

Reports and Dashboards

Financial Reports
PBCS dashboards

Smart View:

Introducing Smart View

Making a connection
Smart View panel and ribbon
Cell colors
Smart View options

Smart View Ad Hoc Analysis

POV and member selection
Ad Hoc operations
Planning Ad Hoc ribbon
Cascading reports

Entering and Processing Data

Accessing task lists
Working with data forms
Planning ribbon
Submiting and refreshing data
Comments and supporting detail
Adjust data and grid spread
Calculating data
Smart Forms
Monitoring job statuses
Managing approvals
Copying versions

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.