Category: CRM



Want to empower users or yourself with more flexible, more advanced packaged Essbase queries? Essbase and Planning have many great reporting options, but so much of the time users still just want to work with their data in Excel. Smart View does a great job of basic zooming and pivoting. However, there are still things you just can’t do with the usual Smart View features, things like top and bottom reports, custom grouping, custom sorting, and filters. With MDX, you can! Users can execute MDX from Smart View. The MDX Library extension makes it user friendly, and there are other advantages. It’s fast, it respects security settings, and you can avoid some of the limits on query size. Most importantly, it dramatically extends what users can do with their Essbase data in Excel. MDX can be complicated; attend this webinar to better understand the code, script files, and a step-by-step approach on how to customize them. Specifically, the webinar review covers: • Top and bottom reports • Sorting and filtering • Custom grouping • Calculated columns • Custom time-based analytical calculations • How to customize the queries • Using variables for customization Whether you're an admin, developer, power user, or an adventurous end user with no knowledge of MDX, you'll gain insight into MDX during this webinar. Webinar recorded on 11/12/19 and hosted by Ron Moore. https://www.youtube.com/watch?v=RDQpzffKlEk



With Account Reconciliation now included in both the Standard and Enterprise baskets of EPM cloud goodies, the temptation is to tear the packaging and start building. However, even Close & Consolidation experts can have trouble bridging the knowledge gap between more familiar applications (e.g., HFM, Financial Consolidation and Close, etc.) and Oracle’s “one-stop shop” reconciliation tool. Incorrect assumptions made early on in the application design can be troublesome later as the project rolls on. Instead, provide your company with a strong foundation by having a firm grasp on functionality, best practice recommendations, and setups for scalability. In this webinar, we discuss how to elicit actionable requirements, review overlooked out-of-the-box functionality, and account for key design concepts in order to establish a strategic enterprise solution for both today and “tomorrow”—giving you the keys to the kingdom! Webinar recorded on 9/18 and hosted by Nick Boronski https://www.youtube.com/watch?v=m6FzSsW1cnw



When facing challenges coordinating your reporting process, there is a tool that can help you manage the pieces that need to come together. Narrative Reporting is a purpose-built business process available in Oracle EPM Cloud. It provides a secure, collaborative, process-driven approach for defining, authoring, reviewing, and publishing financial and management report packages for internal and external stakeholders. In this webinar, attendees will learn the features of Oracle’s Narrative Reporting and why this may be an easy first step into the cloud. Attendees will also learn which features are unique to the platform and understand when to use them. Webinar originally recorded on 7-30-19 and hosted by Geordan Drummond. https://www.youtube.com/watch?v=Zt2TFcCOmiM