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Date
On-Demand
Summary
The Notes functionality within Oracle EPM Cloud represents a paradigm shift in Financial Reporting. With Notes, users can now seamlessly store commentary directly within EPM, alongside the data intended for reporting, and archive it with historical data. Prior to the introduction of Notes, relying solely on Excel for building reports with supporting commentary was the norm. In this rapid "zero to sixty" session, I will break down the steps to incorporate notes into your reports using three distinct methods: 1) employing note boxes, 2) utilizing in-grid notes, and 3) harnessing the notes rollup functionality. Join this Notes Masterclass for an essential exploration of these techniques – a valuable session you will not want to miss!
Speaker
Josie Manzano-Stettler
Vice President, Planning & Essbase Practice, Argano
Josie has architected and implemented EPM solutions for fifteen years with several Fortune 500 companies across multiple industries. Prior to consulting, she held managerial positions in finance, operations, and manufacturing engineering at major global manufacturing, consumer products, and entertainment companies. She is a certified implementation specialist in Oracle Planning Cloud, Oracle Essbase, and Hyperion Planning. Josie Manzano-Stettler holds a BS in industrial and systems engineering from the University of Southern California and an MBA in finance from California State University, Long Beach.