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Beginner

Understanding why Oracle EPM exists, Excel vs EPM, and basic finance terminology.

Beginner

Foundation Concepts

Understanding why Oracle EPM exists, Excel vs EPM, and basic finance terminology.

Technical Track

  1. 1What is Hyperion? What is Oracle EPM? How did we get here?
  2. 2What is COA (Chart of Accounts) and Metadata?
  3. 3Why do we have dimensions? Purpose of Entity, Account, Scenario, Version, Period, and Year dimensions
  4. 4What is the difference between ERP and EPM? Why customers buy both?
  5. 5Basic Oracle EPM architecture: PBCS, FCCS, ARCS, Narrative Reporting
  6. 6Navigate the Oracle EPM web interface: login, forms, dashboards

Functional Track

  1. 1What are regular FP&A activities? Budget, forecast, variance analysis, close
  2. 2Why customers upgrade from Excel to Oracle EPM: pain points and expectations
  3. 3Main finance pain points: manual consolidation, version control, errors, slow close
  4. 4Basic reports every customer expects: P&L, Balance Sheet, Cash Flow, variance
  5. 5Perform Excel-based consolidation for 10 locations
  6. 6Perform Excel-based budgeting and forecasting for 10 locations

Completion Outcomes

  • Can explain why Oracle EPM exists and what business problem it solves
  • Can navigate the Oracle EPM interface and understand basic terminology
  • Can perform Excel-based consolidation and budgeting with a 10-entity example
  • Can articulate the pain points that drive customers to buy Oracle EPM
  • Understands the difference between ERP transactions and EPM planning/reporting

Estimated Duration

2-3 weeks
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