Data Exchange

Master Oracle Data Exchange and Data Integration for controlled EPM data movement.

Duration

20 Hours

Level

Intermediate

Track

Oracle EPM Cloud

Description

Course Overview

This course covers Oracle Data Exchange and Data Integration tasks for moving data into target EPM systems, including member mappings, import formats, data load rules, check rules, scripts, security, batches, reports, and Lifecycle Management migrations.

Master Oracle Data Exchange and Data Integration for controlled EPM data movement.

The training is structured to move from platform understanding to hands-on configuration, validation, and project-readiness, so learners can apply the concepts in real implementation and support environments.

Course Content

Structured Syllabus

Download Syllabus

Objectives

Create member mappings
Define data load rules and load data to target systems
Create check rules and check entities
Set up security
Create scripts
Describe Data Integration with other source systems
Use Lifecycle Management to migrate artifacts
Process batches and manage reports
Define system, application, and user profiles
Perform integration tasks
Create import formats for file systems
Set up locations, period mappings, and category mappings

Topics

Product Orientation
Preparing Data Integrations
Setting Up Import Formats for File Systems
Completing the Integration Setup
Setting Up Data Load Mappings
Defining and Executing Data Load Rules
Processing Data in Data Load Workbench
Setting Up Check Rules and Check Entities
Processing Batches
Reporting in Data Integration
Setting Up Security
Defining Import Scripts
Defining Mapping and Event Scripts
Data Integration with Other Source Systems
Loading Data Integration Journals
Creating Logic Accounts
Enabling Cell Text Loading
Performing Migrations with Lifecycle Management
Processing Planning Data in Data Load Workbench

Highlights

Practical Training Advantages

Instructor

EPM Integration Lead

15+ years of experience. Covers Data Exchange setup, mappings, import formats, load rules, validation, integrations, and operational controls.

Create member mappings, import formats, locations, period mappings, and category mappings for Oracle Data Exchange flows.
Define data load rules and load data into target EPM systems through Data Integration.
Set up check rules, check entities, security, system profiles, application profiles, and user profiles.
Create import scripts, mapping scripts, and event scripts for integration processing requirements.
Process batches, manage reports, load Data Integration journals, and work with logic accounts.
Use Lifecycle Management to migrate artifacts and support repeatable integration operations.

Who This Course Is For

Built For Practical Career Growth

EPM administrators and consultants responsible for source-to-target data loads.
Finance systems analysts moving from manual spreadsheet loads to controlled integration processes.
Oracle Planning, FCCS, ARCS, or PCMCS learners who need stronger data movement skills.
Support professionals handling recurring monthly loads, mappings, validation, and reconciliation issues.

Enrollment

Ready to discuss this course?

Request batch schedules, pricing confirmation, and enrollment support for Data Exchange.

FAQ

Frequently Asked Questions

Common questions about Data Exchange, training support, projects, and enrollment.

Yes. We provide assistance with resume building, LinkedIn optimization, mock interviews, job referral guidance through our network, and interview preparation aligned to the selected course.

Yes. Where certification is relevant, the trainer explains exam focus areas, preparation strategy, reference material, and the practical skills needed beyond certification.

Yes. Course exercises are structured around real implementation, support, reporting, automation, close, planning, or security scenarios depending on the selected course.

Yes. Learners can raise questions during live sessions and receive guidance on assignments, configuration issues, and practical scenarios covered in the batch.

Most batches are delivered online with live instructor-led sessions. Classroom or hybrid options may be available based on batch location and demand.

Recorded session access may be available for enrolled learners depending on the batch format and training policy shared during enrollment.