learning zone

We love to share our knowledge, which is why we're providing you with an abundance of how-to-guides to help you should you need.

Here you can view step-by-step tutorials on how to perform various tasks within Oracle PBCS, EPBCS, FCCS, ARCS and NetSuite.  We've also included some overview videos that help you understand the features of each product so, happy watching!

 

If you think you may need full training, then we're happy to help! We provide over 40 different courses, all delivered by our dedicated training team of experienced ERP and Hyperion Consultants. Click here to view our calendar of courses.

 

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Overview: Key Features

In this overview, we'll show you the key features in Planning and Budgeting Cloud.


Overview: Using Ad Hoc Grids

This overview shows how to create ad hoc grids in PBCS, and how to apply ad hoc options to help you focus your analysis.


Getting Started - Quick Search

Discover how the Quick Search portlet allows you to perform both general and specific searches for records and transactions, using very few search parameters.


Getting Started - Global Search

This tutorial will show you how to use the Global Search feature.


Creating Reconciliations

This tutorial demonstrates how to create reconciliations. You learn how to select the reconciliation type, enter instructions, assign a preparer, and add reviewers.


Creating Reconciliation Types

This tutorial demonstrates how to create reconciliation types. You learn how to define data sources and create rules for manual and auto-matching of transactions.


Creating Manual Matches

You learn how to filter transaction lists, manually match transactions, create adjustments, and create supported transactions.


Creating Calendars

This tutorial demonstrates how to create calendars in Transaction Matching. You create a calendar for reconciliations that are balanced monthly, and add balancing dates.


Confirming Suggested Matches

In this video you'll learn how to view suggested matches, edit adjustment details, and confirm or reject matches.


Overview: Loading Data into PBCS

This video demonstrates loading data into Planning and the drill-through functionality.


Importing Accounts and Drivers into Financials

This video shows you how to import custom accounts and dimensions into Oracle Enterprise Planning and Budgeting Cloud.


Importing Data and Running Auto-Matching

This tutorial will show you how to import transactions and balances, and run auto-matching.


Overview: Understanding Security in Reconciliation Compliance

In this overview we’ll show you the highlights of security which ensures each user has the right kind of access to features and data.


Overview: Understanding Security and Roles

In this overview, we’ll show you the highlights of security and roles in Planning and Budgeting Cloud.


Overview: Narrative Project Reporting

This overview outlines how to create report packages for narrative project reporting and budget approval.


Overview: Improving Forecasting Accuracy with Predictive Planning

This overview highlights how Predictive Planning improves the accuracy of the forecasting process.


Overview: Hybrid Deployment

This overview for administrators outlines how you can integrate your on premise and cloud services in a hybrid deployment.


Navigating Records and Forms

See how to effectively navigate NetSuite's records and forms.


Navigating NetSuite

Discover how to navigate the home dashboard, centers, tabs, and menus, and working with dashboard portlets.


Logging In and Security Best Practices

See how to log in to NetSuite. Learn the essential first steps to enabling your access to NetSuite; set your default role, change roles, security questions and change your email or password.


Reviewing Data

This tutorial demonstrates how to review form data in Oracle Planning and Budgeting Cloud.


Reviewing Account Reconciliations

This tutorial demonstrates how to review account reconciliations in Oracle Account Reconciliation Cloud.


What's New in PBCS

Overview of what is new in the July 2016 release of Planning and Budgeting Cloud.


Planning IT Projects

This tutorial demonstrates how you can plan for IT projects and other related spending using Oracle Enterprise Planning Cloud.


Planning Cashflow using the Direct Method

This tutorial demonstrates how to perform direct cash flow planning with Financials.


Performing Income Statement Planning

This tutorial demonstrates how to plan for revenue and expenses so you can see how business processes impact the bottom line.


Overview: Working with Data

This overview demonstrates how to use Plans to enter and work with data in Oracle Planning and Budgeting Cloud Service.


Overview: Workforce

Overview of the Workforce business process in Enterprise Planning and Budgeting Cloud.


Overview: Using Task Lists

This overview showcases how tasks and task lists in Oracle Planning and Budgeting Cloud Service enable you to organise and prioritise your planning workload.


Overview: Using Standard Formats

In this overview, we'll show you the highlights of the standard reconciliation formats that are provided in Account Reconciliation Cloud.


Overview: Using Predictive Planning

Learn how by using Oracle's Predictive Planning, you can generate statistical predictions based on historical data.


Preparing Account Reconciliations

This tutorial demonstrates how to prepare account reconciliations in Oracle Account Reconciliation Cloud.


Reviewing Scripts

This tutorial demonstrates features you can use to review scripts in Calculation Manager with Oracle Planning and Budgeting Cloud.


Using Rules with Formats

This tutorial demonstrates how to use Rules with Formats in Oracle Account Reconciliation Cloud.


Using EPM Automate to perform administrative tasks

This tutorial demonstrates how to use EPM Automate to perform administrative tasks in Oracle Account Reconciliation Cloud.


Updating Reconciliations

This tutorial demonstrates how to update reconciliations in Oracle Account Reconciliation Cloud.


Submitting, Approving and Posting Journals

This tutorial demonstrates how to use journals workflow in Oracle Financial Consolidation and Close Cloud.


Spreading and Adjusting Plan Data

This tutorial demonstrates how to spread and adjust data in Oracle Planning and Budgeting Cloud.


Setting up the Movement Dimension

This tutorial demonstrates how to set up the Movement Dimension in Financial Consolidation and Close Cloud.


Setting Period Status

This tutorial demonstrates how to set period status in Oracle Account Reconciliation Cloud.


Setting Ad Hoc Options

This tutorial demonstrates how to set Ad Hoc options with Oracle Planning and Budgeting Cloud.


Overview: Using Form Functionality

New form functionality in Planning and Budgeting Cloud.


Setting up Forecast Methods

This tutorial demonstrates how set up forecast methods for Strategic Modelling accounts in Oracle Enterprise Planning Cloud.


Overview: Migrating and Planning Applications

This tutorial demonstrates how to export and import artefacts in Oracle Planning and Budgeting Cloud.


Overview: Using Administrative Console

This overview showcases the new centralised administration console that lets administrators manage plan types, dimensions, and jobs from one place.


Overview: Creating an Application

This overview describes the two types of applications that you can create to best meet your planning needs, and showcases the optimised application wizard. 


Creating Dashboards

This tutorial demonstrates how to create interactive dashboards to display real-time data in Oracle Planning and Budgeting Cloud.


Overview: Creating Dashboards

This overview shows you how to create and customise dashboards in Oracle Planning and Budgeting Cloud Service.


Creating Planning Applications

This tutorial demonstrates how to create a lite and a standard Planning application in Oracle Planning and Budgeting Cloud.


Designing Navigation Flows

This overview shows the highlights of the Dimension Editor in Planning and Budgeting Cloud.


Setting up Data Integrations

This tutorial demonstrates how to set up data integrations.


Overview: Build a Planning Model with Excel

This video demonstrates how you can use Oracle Hyperion Planning, and the new Oracle Planning and Budgeting Cloud Service, along with Oracle Smart View for Microsoft Office.


Overview: Importing a Batch of Users

Oracle Planning and Budgeting Cloud Service implements several layers to ensure security, including password protected single sign-on, role based access to features, access control on forms and more!


Analysing Account Calculations

This tutorial demonstrates how to analyse accounts by drilling down on your output data to see how a value is calculated.


Creating Strategic Models

This tutorial demonstrates how to create Strategic Models in Oracle Enterprise Planning Cloud.


Overview: Dimension Editor

This overview shows the highlights of the Dimension Editor in Planning and Budgeting Cloud.


Overview: Dimension Editor

This overview shows the highlights of the Dimension Editor in Planning and Budgeting Cloud.


Managing Cubes

This tutorial demonstrates how to manage application cubes in Oracle Planning and Budgeting Cloud. Planning applications are made up of one or more cubes that store metadata and data.


Overview: Loading Data by File

This overview shows you the highlights of using Data Management to load data by file into Planning and Budgeting Cloud, and then drill through to the underlying Oracle E-Business Suite source.


Migrating and Updating Application Artefacts

This tutorial demonstrates how to export and import artefacts in Oracle Planning and Budgeting Cloud.


Improving Forecasting Accuracy

This overview highlights how Predictive Planning improves the accuracy of the forecasting process in Planning and Budgeting Cloud.


Setting Up Cash Flow for Negative Cash Accounts

This tutorial demonstrates how to set up liabilities that represent negative cash balances to appear as reductions to cash in cash flow statements in Oracle Financial Consolidation and Close Cloud.


Running and Updating Data Integrations

This tutorial demonstrates how to run data integrations in Oracle Financial Consolidation and Close Cloud.


Overview: Consolidation in Financial Consolidation and Close Cloud

This overview describes consolidations in Oracle Financial Consolidation and Close Cloud.


NetSuite for the Controller

NetSuite transforms your role as a Controller by providing real-time strategic visibility and insight into finance and operations with data you can trust.


NetSuite for the CIO

NetSuite empowers CIOs to be strategic in tackling today’s business problems while future-proofing their businesses.


NetSuite for the CFO

As a CFO, NetSuite enables you to unleash your full potential and become a leader of broader strategic change.


Setting Up Workforce Demographics

This tutorial demonstrates how to set up Workforce demographics so that you can organise and analyse key employee data in the Workforce business process.


Setting up Push Notifications for iOS

This video shows you how to receive push notifications on your iPhone with the NetSuite for iOS app.


Working with Lists

In this tutorial, we will examine what you can do with lists in order to get the most out of them and to assist you in your work.


Searching for Transactions in Transaction Matching

This tutorial demonstrates how to search for transactions in Transaction Matching.


Restoring Artefacts in EPBCS

This tutorial demonstrates how to restore artefacts such as forms and dashboards, to their current out-of-the-box state.


NetSuite for the Operations Manager

NetSuite empowers Operations Managers to achieve operational excellence by enabling global manufacturing intelligence and assuring production quality.


NetSuite for the Sales Manager

As a Sales Manager, NetSuite helps you turn sales strategy into action, driving competitiveness, revenue and growth.


Managing the Approval Unit Hierarchy

This tutorial demonstrates how to manage the approval unit hierarchy. You learn how to configure the approval unit hierarchy and start the approval process for approval units.


Locking and Unlocking Data

This tutorial demonstrates how to lock and unlock data in FCCS. You learn to select a point of view for locking, sort the Approval Unit list, and lock and unlock entities.


Extracting Data Using Data Management

This tutorial demonstrates how to extract data from FCCS into a flat file using Data Management.


Extracting Data using Data Management

This tutorial demonstrates how to use Data Management to extract data from Oracle Planning and Budgeting Cloud into a flat file.


Configuring Alternate Hierarchies for Entities

This tutorial demonstrates how to use alternate hierarchies for the Entity dimension in FCCS. You learn to create shared members for entities, and to configure forms.


Overview: Creating Users and Assigning Roles

Oracle Planning and Budgeting Cloud Service implements several layers to ensure security, including password protected single sign-on, role based access to features, access control on forms, and more!


Overview: Understanding Predefined Roles

This video describes the predefined roles available in Oracle Planning and Budgeting Cloud Service.


NetSuite for the Support Representative

As a Customer Support Representative, NetSuite provides you with an integrated solution that helps speed case resolution, ensure customer satisfaction and lower service costs.


Performing Balance Sheet and Cash Flow Planning

This tutorial demonstrates how to plan for balance sheet and cashflows.


Overview: Understanding Security in Account

In this overview we’ll show you the highlights of security which ensures each user has the right kind of access to features and data in Account Reconciliation Cloud.


Importing Users

This tutorial shows Identity Domain Administrators how to import users and batch assign roles for Oracle Account reconciliation Cloud.


Entering Planning Data in Projects

This tutorial demonstrates steps for entering Planning data in Projects for Oracle Enterprise Planning and Budgeting Cloud.


Entering Planning Data in Financials

This tutorial demonstrates the steps for entering plan data in Financials for Oracle Enterprise Planning and Budgeting Cloud.


Entering Capital Planning Data

This tutorial demonstrates steps for entering plan data in Capital for Oracle Enterprise Planning and Budgeting Cloud.


Entering and Saving Plan Data in Smart View

This tutorial demonstrates how to enter and save application plan data in Oracle Planning and Budgeting Cloud using Smart View.


Entering and Saving Data

This tutorial demonstrates how to enter and save data in Oracle Planning and Budgeting Cloud.


Creating Users

This tutorial shows Identity Domain Administrators how to create users and assign roles for Oracle Account Reconciliation Cloud.


Creating Templates

This tutorial demonstrates how to create templates for schedules in Financial Consolidation and Close Cloud applications.


Creating Tasks

This tutorial demonstrates how to create tasks in Financial Consolidation and Close Cloud applications.


Entering Planning Data in Workforce

This tutorial demonstrates the steps for entering Planning data in Workforce for Oracle Enterprise Planning and Budgeting Cloud.


Enterprise Planning and Budgeting Cloud

Introducing the four business processes in Enterprise Planning and Budgeting Cloud.


Importing Pre-Mapped Data

This tutorial demonstrates how to import pre-mapped data from flat files into account reconciliations in Oracle Account Reconciliation Cloud.


Importing Metadata

This tutorial demonstrates how to import metadata into Planning applications in Oracle Planning and Budgeting Cloud.


Importing Custom Accounts and Drivers into Financials

This tutorial shows you how to import custom accounts and dimensions into Oracle Enterprise Planning and Budgeting Cloud.


Importing and Exporting Data

This tutorial demonstrates how to import and export data in Oracle Planning and Budgeting Cloud.


How to use EPM Automate

This tutorial demonstrates how to execute tasks with EPM Automate in Oracle Planning and Budgeting Cloud.


Get Started Part II

In Part II, we discuss importing profiles, configuring data loads, importing currency rates, and creating reconciliations for a period, plus a lot more...


Get Started Part I

In this two part overview, we’ll highlight the setup and configuration that must be completed by an Administrator before reconciliations can be performed in Account Reconciliation Cloud.


Exporting Metadata

This tutorial demonstrates how to export metadata from Planning applications in Oracle Planning and Budgeting Cloud.


Creating Supplemental Data Forms and Entering Data

This tutorial demonstrates how to create Supplemental Data forms and enter data in Financial Consolidation and Close Cloud applications.


Creating Schedules

This tutorial demonstrates how to create schedules in Financial Consolidation and Close Cloud applications.


Creating Reconciliations

This tutorial demonstrates how to create reconciliations in Oracle Account Reconciliation Cloud.


Configuring Projects

This tutorial demonstrates how to enable Projects, and then configure drivers to load metadata to your application.


Configuring Financials

This tutorial demonstrates how to enable Financials, and then configure drivers to load metadata to your application.


Configuring Capital

This tutorial demonstrates how to enable Capital, add custom dimensions, and configure drivers to load metadata to your application.


Configuring Applications

This tutorial demonstrates how to create and configure Financial Consolidation and Close Cloud applications.


Configuring and using Supplemental Data Workflow

This tutorial demonstrates how to configure and use Supplemental Data Workflow in Oracle Financial Consolidation and Close Cloud.


Checking for Missing Reconciliations

This tutorial demonstrates how to check for missing reconciliations in Oracle Account Reconciliation Cloud.


Analysing Plan Data using Ad hoc Analysis

This tutorial demonstrates how to use Ad Hoc Analysis to analyse plan data in Oracle Planning and Budgeting Cloud.


Adding Plan Information

This tutorial demonstrates how to add plan information in Oracle Planning and Budgeting Cloud.


Configuring Workforce

This tutorial demonstrates how to enable Workforce and configure drivers to load metadata to your application.


Creating Ad Hoc Grids

This tutorial demonstrates how to create Ad Hoc Grids in Oracle Planning and Budgeting Cloud.


Creating Profiles

This tutorial demonstrates how to create account profiles in Oracle Account Reconciliation Cloud.


Creating Journals

This tutorial demonstrates how to create journals in Financial Consolidation and Close Cloud.


Creating Journal Reports

This tutorial demonstrates how to create journal reports in Oracle Financial Consolidation and Close Cloud.


Adding Formulas and Cascading a Data Analysis

This tutorial demonstrates how to add formulas and cascade a data analysis with Oracle Planning and Budgeting Cloud.


Adding Excel Formulas

This tutorial demonstrates how to add business calculations using Excel formulas in Oracle Planning and Budgeting Cloud.


Creating Intercompany Reports

This tutorial demonstrates how to create intercompany reports in Oracle Financial Consolidation and Close Cloud.


Creating Data Sets

This tutorial demonstrates how to create data sets for Supplemental Data in Financial Consolidation and Close Cloud applications.


Creating Custom Formats

This tutorial demonstrates how to create custom formats in Oracle Account Reconciliation Cloud.


Adding and Updating Metadata using Smart View

This tutorial demonstrates how to add and update metadata in Smart View in Oracle Financial Consolidation and Close Cloud.


Overview: Understanding Security

In this overview, we’ll show you the highlights of security in Financial Consolidation and Close Cloud.


Overview: Getting Started Configuring the System Part I

In this overview we'll show you the highlights of configuring your Account Reconciliation Cloud Service system. I


Overview: Get Started Working with Reconciliations

In this overview, we’ll show you the highlights of working with reconciliations. Reconciliations can be accessed from dashboards or from reconciliation lists in Account Reconciliation Cloud.


Overview: Get Started with Journals

This overview covers the use of journals in Financial Consolidation and Close Cloud applications.


Overview: Get Started Configuring the System Part II

In Part II of this series, we’ll discuss defining Ageing Profiles and traffic lights for Compliance Reporting, Global Integration Tokens, Calendar and Rules, plus a whole lot more.


Overview: Get Started Best Practices

In this overview for administrators, we’ll provide best practice suggestions for two challenging implementation topics: implementation methodologies and format design in Account Reconciliation Cloud.


Overview: Focusing Analysis with Ad Hoc Grids

This overview shows how to create ad hoc grids in Oracle Planning and Budgeting Cloud, and how to apply ad hoc options to help you focus your analysis.


Overview: Financials

Overview of the new Financials business process in Enterprise Planning and Budgeting Cloud.


Overview: Federated Planning

Depicts how the provided framework helps you link traditional planning run by Corporate FP & A with operational planning for a fully federated planning solution.


Overview: Dimensions

This overview will help you get started with dimensions in Financial Consolidation and Close Cloud. 


Overview: Getting Started on FCCS

This overview will help you get started in Oracle Financial Consolidation and Close Cloud. 


Overview: Getting Started with EPM Automate

This overview for service administrators highlights the capabilities of the EPM Automate command line interface for Oracle Planning and Budgeting Cloud, and describes how it can automate common tasks.


Overview: Tour of FCCS

This overview gives you a tour of Financial Consolidation and Close Cloud.  


Overview: Take a Tour

In this overview we'll show you the highlights of performing reconciliations in Account Reconciliation Cloud.


Overview: Tablet-Based Approvals

This overview shows the highlights of going through the approvals process on a tablet using Oracle's Planning and Budgeting Cloud Service.


Overview: Supplemental Data

This overview will help you get started with supplemental data in Financial Consolidation and Close Cloud.  


Overview: Projects

This overview introduces how to perform project financial planning and analysis using the Projects business process in Enterprise Planning and Budgeting Cloud.


Overview: Navigation Flow Design

This overview showcases the navigation flow designer that application implementers use to define functionally-specific workflows in Oracle Planning and Budgeting Cloud.


Overview: Manage the Reconciliation Process

In this overview, we'll show you the highlights of the activities that must be performed each period to effectively manage the reconciliation process in Account Reconciliation Cloud Service.


Overview: Integrating Business Processes

This overview highlights the integration between business processes in Oracle Enterprise Planning and Budgeting Cloud.


Overview: Dashboards

In this overview, we’ll show you how to use dashboards to analyse your close process and financial information.


Overview: Creating and Manage Formats

In this overview, we’ll show you the highlights of creating and managing reconciliation formats in Account Reconciliation Cloud.


Overview: Capital

This overview shows the out-of-the-box features to perform planning tasks using the Capital business process in Oracle Enterprise Planning and Budgeting Cloud.


Instantly Push Data for Reporting

This tutorial demonstrates how to instantly push data for reporting in Oracle Planning and Budgeting Cloud.


Integrating Plan Data with Microsoft Office

This tutorial demonstrates how to integrate plan data in Oracle Planning and Budgeting Cloud using Microsoft Office.


Integrating Workforce Data with Financials

This tutorial demonstrates how to integrate data between business processes.


Loading Data

This tutorial demonstrates how you can import data using files stored locally or on the Cloud server into Oracle Enterprise Planning and Budgeting Cloud.


Managing ASO Database Properties

This tutorial demonstrates how to update ASO databases in Calculation Manager with Oracle Planning and Budgeting Cloud.


Managing BSO Database Properties

This tutorial demonstrates how to update BSO databases in Calculation Manager with Oracle Planning and Budgeting Cloud.


Managing Plan Types

This tutorial demonstrates how to manage application plan types in Oracle Planning and Budgeting Cloud.


Managing Task Lists in Smart View

This tutorial demonstrates how to manage Oracle Planning and Budgeting Cloud task lists in Smart View.


Managing Valid Intersections

This tutorial using the simplified interface demonstrates how to define valid intersection rules that filter or restrict cell intersections for data entry in plans.


Overview: Calculations

This overview will help you get started with calculations in Financial Consolidation and Close Cloud.  


Overview: Approvals

Watch to see the highlights of the approvals process that you can use to review cost center and departmental plans as part of your corporate budgeting process.


Overview: Analysing Planning Data using Smart View for Office

With Oracle Hyperion Smart View, you can use Microsoft Excel to access and work with data in the Oracle Planning and Budgeting Cloud Service.


Overview: Administrative Console

This overview introduces the Administrative Console where you perform administrative tasks for your Enterprise Planning and Budgeting Cloud applications.


Navigating Smart View

This tutorial demonstrates how to navigate Smart View with Oracle Planning and Budgeting Cloud.


Inputting and Viewing Data using the Data Source Dimension

This tutorial demonstrates how to use the Data Source Dimension to input and view data from different data sources.


Navigating Calculation Manager

This tutorial demonstrates how to navigate Calculation Manager in Oracle Planning and Budgeting Cloud.


Modifying Dashboards and Navigation Flows

This tutorial demonstrates how to modify dashboards and navigation flows in Oracle Enterprise Planning Cloud.