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Oracle Cloud EPM Management Reporting Fundamentals

Dec 18, 2023 9:00 am CST

Registration Deadline

Dec 8, 2023




Dec 18, 2023
9:00 am CST


Live Virtual Classroom Training

Course Description:

Think about your process to put together your monthly financial statements and financial analysis reports. Do you have a flexible reporting tool that can draw data from many Oracle EPM data sources? Are you current reports flexible enough to include new accounts automatically?

The Management Reporting component of Oracle’s Narrative Reporting Cloud Service can streamline your internal and external reporting services. During this training course, students will learn the principal techniques of Management Reporting and leave with hands on experience in administering and creating financial reports. You’ll learn the Management Reporting Tool included with the Narrative Reporting Cloud Service and its main reporting features. This course is tailored for new Report developers and administrators and is recommended for those members on a project team who will be actively developing and maintaining financial reports. The course is also recommended for report designers that are migrating from the Oracle Financial Reports Studio Tool.

Course Agenda

Review the outlines

Review the outlines

Course Outline:

    • Connecting to NR Cloud
    • The User Interface
    • Security
    • Uploading Font Files
    • Creating/Editing a Management Report
    • Adding Grids, Text Objects, and Chart Objects
    • Configuring Sort Behaviors
    • Conditional Properties
    • Drill-through Content to NR Cloud
    • Assigning Access to Reports and Folders
    • Working with Books & Bursting
    • Working with Notes
    • Creating Shared Objects
    • Sharing Images and Text across multiple reports
    • Maintaining Shared objects in a single location
    • Multiple Grids – Global vs Local POVs
    • Using the CurrentPOV Function
    • Using the Prompt Function
    • Nesting functions within functions
    • Using the Except Function
    • Using Text Functions to Create Custom Headings
    • Adding Simple Calculated Rows and Columns
    • Using Calculation Functions
    • Sum, Avg, IFThen
    • Creating Groups of Data

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