Category: Enterprise Planning and Budgeting Cloud Service

So, what exactly is embedded content? Well, it all starts with the common report content that’s created by those reference doclet authors and kept in a reference doclet. This content then becomes available for other doclet authors to use. Now …

Reporting Series: How to Add Notes & Text Boxes as Available Content Read More »

Creating Variables in Narrative Reporting: What are Variables?  Report package variables consolidate and maintain common text, numbers, and dates that are displayed throughout a report package. They can also be used to reference content between doclets. There are two types …

Creating Variables in Narrative Reporting: Read More »

One of the greatest features of building a report package through Oracle’s narrative reporting is being able to embed content into a doclet. First, what is embedded content? Embedded content begins with building report objects. These can be a chart, …

Creating & Embedding Report Objects with Narrative Reporting Read More »

Oracle has introduced the shared reports and objects feature as EPM reports continue to move toward parity with legacy Financial Reporting. When a report is designated as shared, all objects become shareable and can be inserted into other reports. These …

Reporting Series: How to Use Shared Reports and Objects Read More »

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Building a report that shows the previous 12 months sounds simple enough, but it gets tricky when working with separate Year and Period dimensions. Can you build a report that shows datasets that bridge years, and can you make it …

Oracle EPM Reporting: How to Build a Trailing 12-Month (TTM) View Read More »

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As of Smartview release 21.100, Oracle has introduced the ability to import EPM Cloud report books into Excel in a refreshable format for Financial Consolidation and Close, Narrative Reporting, Planning, and Tax Reporting*. This is available through a new Smartview extension called EPM …

Oracle EPM Reporting – Working with Books in Excel Read More »

In 2017, Andrew White from Gartner published a blog entitled: Before Implementing ERP Systems, Implement Application Data Management! It’s a quick and interesting read about how traditional MDM lacks the rigor to keep applications in sync beyond core elements like customer and …

Application Metadata Management Read More »

In this article, we’ll show you how to add custom expense types in Oracle’s Enterprise Planning and Budgeting Cloud Service (EPBCS) Projects module.  This can be helpful if you are interfacing Project Plan/Actuals data from another system (e.g., Oracle PPM); …

Add Custom Expense Types in EPBCS Projects Module Read More »

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Enterprise Planning and Budgeting Cloud Service (EPBCS) provides users the flexibility to select the financial planning process that best suits their needs.  The various planning options available in EPBCS Financials (FS) are: Direct Entry Trend-Based Planning Driver-Based Planning EPBCS comes …

Creating Custom Drivers in EPBCS Financials Module Read More »

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