This tutorial covers analyzing Oracle Enterprise Performance Management System (EPM System) data with Oracle® Financial Management Analytics.
Approximately 1 hour.
Oracle Financial Management Analytics provides executive access to a unified financial and nonfinancial picture of the performance of the organization through a series of dashboards. Prebuilt consolidation dashboards display key performance indicators, reports, and metrics by using data from EPM System applications. The dashboards enable users to analyze the data in an accessible format, according to various business and financial scenarios.
In this tutorial, you analyze EPM System data with Oracle Financial Management Analytics.
Before starting this tutorial, you should:
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Have installed Oracle Business Intelligence Enterprise Edition 11.1.1.5.1 and its components. |
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Have installed and configured Oracle Financial Management Analytics 11.1.2.1. |
In this topic, you launch Oracle Business Intelligence Enterprise Edition and then access the Oracle Financial Management Analytics dashboards.
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In a browser, enter the URL for Oracle Business Intelligence Enterprise Edition. The URL is in the format: http://server name:port number/analytics, where:
The Oracle Business Intelligence Enterprise Edition Sign-In screen is displayed.
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Perform the following actions:
Oracle Business Intelligence Enterprise Edition is displayed.
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Select Dashboards, then OFMA, and then Oracle Financial Management Analytics. The Oracle Financial Management Analytics dashboards are displayed.
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The point of view (POV) is a set of dimensions that you define to determine which application data is accessed and displayed in the dashboard.
The POV is used for all dashboard pages.
In this topic, you set the POV for the dashboards.
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Oracle Business Intelligence Enterprise Edition provides options for enlarging the reports. You can view full-screen individual reports on a separate web page.
In this topic, you open a report in full-screen view.
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Select the dashboard tab that contains the report which you want to open in full-screen view.
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On the Full-Screen View panel, click a report. In this example, you select Gross Profit By Products. The report opens in full-screen view in a separate browser window.
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To view Financial Management data in the report, move the cursor over the report. The data value is displayed in a pop-up window.
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To return to the Oracle Financial Management Analytics web page, click Return. The full-screen report closes, and the Oracle Financial Management Analytics web page is displayed.
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Oracle BI provides options to zoom in and zoom out on the data in a report.
Note: You must open a report in full-screen view to perform zoom operations.
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Select the dashboard tab that contains the report on which you want to perform zoom operations. In this example, you select Executive.
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On the Full-Screen View panel, click a report. In this example, you select Gross Profit By Product by Region. The report opens in full-screen view in a separate browser window.
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To see the Zoom icon, move the cursor over the report. The Zoom icon is displayed in the lower-left corner of the screen.
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Select Zoom, then Horizontal Axis, and then Zoom In. The report is zoomed in.
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To view data that is not visible on the screen, click and drag the horizontal scroll bar.
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Select Zoom, then Horizontal Axis, and then Zoom Out. The report is zoomed out.
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To return the view to the actual size, select Zoom, and then Actual Size. The report is returned to its actual size.
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Drilling is a way to navigate through data within reports. You can drill through data in tables, pivot tables, and graphs. The results that are displayed in the dashboard represent hierarchical data structures. You drill from parent entities to child entities. For example, if you drill down from North America, you can view data for the child entity USA.
In this topic, you drill through a hierarchy to view data for child entities.
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Select the dashboard tab that contains the report which you want to drill through. In this example, you select the Executive tab.
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In the Profit Loss Indicators By Products By Regions report, click North America.
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Verify that the child entities for North America (Canada, Mexico, North America Corporate, and USA) are displayed, and then click USA.
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Verify that the child entities for USA (USA Admin, USA Production, and USA Sales) are displayed, and then click USA Sales.
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Verify that the child entities for USA Sales (East Sales, North Sales, South Sales, and West Sales) are displayed.
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To reset the view back to the parent entity, on the POV Selector panel, click Reset Dashboard.
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Verify that the view was reset to the parent entity.
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You can print reports as printable PDF or printable HTML.
In this topic, you print a report.
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Select the dashboard tab that contains the report which you want to print.
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In the report, click Print.
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Click Printable PDF. The report is rendered as a printable PDF.
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To send the printable PDF to a printer, click the Print icon.
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You can export Oracle Financial Management Analytics reports in the following formats:
In this topic, you export a report in PPT format, and then open the report in Microsoft PowerPoint.
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Select the dashboard tab that contains the report which you want to export.
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In the report, click Export.
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Click Powerpoint, then Powerpoint 2007+.
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Click Save.
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Select the location where you want to save your data, and click Open.
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In Microsoft PowerPoint, browse to open the exported report file.
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Verify that the report is displayed in PowerPoint.
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You navigate the dashboards by using the Dashboard tabs. Each dashboard contains multiple reports, and each report pertains to various views of the financial data. These reports are confined to particular dashboard pages. For information about the specific reports in each dashboard, see the Oracle® Financial Management Analytics User's Guide.
In this topic, you open each of the Oracle Financial Management Analytics dashboards to view the reports that it contains.
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Click the Executive tab. The Executive dashboard provides high-level financial data in graphical or tabular reports. Senior-level management executives use this dashboard to view the financial status of the company.
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Click the Performance Indicators tab. The Performance Indicators dashboard provides information about the company's business performance, including whether it meets industry standards. You can measure key performance metrics from the following parameters:
In the following figure, the consolidated performance indicators are displayed in the form of pie charts. This data provides information about the financial position of the company based on assets, liabilities, and owner's equity. The report helps you understand the company's financial position for an accounting period across different geographical regions. The pie charts show the ratio of the accounts in each performance indicator. Each pie chart depicts one performance indicator, and each sector of the chart represents an account.
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Click the Profit and Loss tab. The Profit and Loss dashboard provides profit and loss information for the company. You can manage and decide to finance or invest in a particular product for a particular geographical region.
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Click the Gross Profit tab. The Gross Profit dashboard is similar to the Profit and Loss dashboard, but data is restricted to the gross profit accounts and includes more information about product-level reporting. This dashboard includes Variance Analysis, Variance Graph, and Trend reports. Each report includes analysis at a product level.
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Click the Balance Sheet tab. The Balance Sheet dashboard provides more information about the financial
position of the company, based on the following factors:
The Balance Sheet dashboard is similar to the Profit and Loss dashboard and the Gross Profit dashboard. You can consolidate the balance sheet reports. Balance sheet accounts also have a Trend report.
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Click the Cash Flow tab. The Cash Flow dashboard provides information about the inflow or outflow cash of a
company for a particular period of time. The result of the cash flow information is based on
different views, such as the following:
You can also consolidate the cash flow reports.
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Click the Currency Analysis tab. At the beginning of the financial year, individual entities submit values for the Scenario dimension, such as budget, forecast, or plan. The values are translated and consolidated based on the exchange rates prevailing in the respective periods. The main purpose of the Currency Analysis Dashboard is to neutralize the effect of exchange rate fluctuations. It provides currency-neutral variance reports for the following dashboards: Profit and Loss, Balance Sheet, and Cash Flow.
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Click the Process Management tab. The Process Management dashboard helps users analyze workflow information to accomplish a particular task. It displays the steps involved and the actions required for moving a process unit through the various process levels. A process unit is a combination of data for a specific Scenario, Year, Period, Entity, and Value. You use process management to review, submit, promote, approve, reject, or publish the process units. The Process Management Metrics report is displayed in the following figure. The color code of the flags represents the phase of calculating the number of days for changing the process state. For example:
For more information on how the metrics are calculated, see the Oracle Financial Management Analytics User's Guide.
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Click the Close Schedule tab. The Close Schedule dashboard provides information about the current status of all running Financial Close schedules. This information enables users to quickly understand and analyze the following key aspects:
The dashboard enables you to monitor and analyze the scheduled task process. The Financial Close schedule information is sourced from Oracle® Hyperion Financial Close Management. The Schedule Summary report is displayed in the following figure. The color code in the Condition field represents the state of the schedule based on timelines. For example:
For more information on how the schedule status is calculated, see the Oracle Financial Management Analytics User's Guide.
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In this tutorial, you have learned how to:
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