UPDATED – Loading valid intersections in bulk to Oracle EPM Cloud Planning

August 17, 2022

Back in April 2017 I wrote about how to load valid intersections in bulk to Oracle PBCS (Now renamed Oracle Cloud EPM Planning). Whilst this blog generated a lot of interest and the method I detailed has been used by Brovanture at a number of our clients we have always felt it would be better if specific functionality was added to do this.

The good news is that Oracle have now created a bulk Import/Export function for Valid Intersections into Excel, after our campaigning on Cloud Customer Connect! It’s really easy to use – so no need for XML hacking any more! Just use the Export button, open the generated Excel workbook, make your changes in there and Import the Excel file back in to make sweeping changes in the blink of an eye!

If you need any help with this or any other function in Oracle Cloud EPM why not contact us by giving us a call or using our contact page HERE.

For more useful Oracle Cloud EPM and NetSuite ERP blogs posted by my colleagues, see the Brovanture website HERE

Until next time.

Mike

upcoming events

april 2024

tue23apr10:00 amtue11:00 amOracle Cloud EPM Consolidation and Close – Delivering a Faster Close (1 hour webinar)Event Type :Webinar

Cost

There is no charge to attend this event

Details

Oracle Cloud EPM Consolidation and Close – Delivering a Faster Close (1 hour webinar)

A fast financial close has long been a target for finance and accounting organisations. It is seen as a sign of a well-run financial department and overall business. More than that it helps the organisation to better respond to changing business and economic conditions. It provides more time to analyse the results, address issues, make decisions and frees up time for other tasks. The generally accepted measure is that the close should be completed in a business week.

Join us to find out how your organisation can streamline your financial close with Oracle Cloud EPM Consolidation and Close. You will have the opportunity to see the software working and to ask questions to our uniquely qualified team.

Oracle Cloud EPM Consolidation and Close is a solution purpose-built for both effectively and efficiently managing financial consolidation and close, end to end. No matter what their size organisations can have 100% confidence in their financial consolidation, close and reporting processes. It helps corporate finance ensure that the entire process is dependable and correct, timely and transparent, streamlined and efficient and, compliant and auditable.

The solution can be configured to fit an individual organisation’s requirements using best practices along with pre-seeded content. This enables organisations to build a solution that meets both their business needs and specific requirements.

Date

(Tuesday) 10:00 am - 11:00 am UK Time

Location

on-line Webinar

How to register

Please use RSVP function to book your place on the webinar

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To reserve your place please click the 'yes' button below and complete the simple form. We will get back to you by email asap.

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Future Event Times in this Repeating Event Series

june 25, 2024 10:00 am - june 25, 2024 11:00 amseptember 24, 2024 10:00 am - september 24, 2024 11:00 amnovember 19, 2024 10:00 am - november 19, 2024 11:00 am

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thu25apr2:00 pmthu4:00 pmOracle Cloud EPM Financial Consolidation and Close – Refresher Training Courses (2 hours per course)Event Type :Training Course

Cost

No charge for Brovanture clients with current support contracts. Non Brovanture customers contact us to discuss participation.

Details

Oracle Cloud EPM Financial Consolidation and Close – Refresher Training Courses (2 hours per course)

These courses are applicable to administrators and/or end users within organisations who have Oracle Cloud EPM Consolidation and Close applications including Oracle Consolidation and Close Cloud Service (FCCS).

These courses are designed to be a perfect knowledge boost, whether you’re at the beginning of your path, or simply looking for ‘tips & tricks’ and advanced features information.

During each course you’ll be fast tracked, getting an overview of a specific set of features and having a chance to try them out in our development Oracle Cloud EPM environment. The course mode will be geared toward being working through examples and analysing common scenarios and best practices.

PLEASE NOTE THAT EACH COURSE COVERS SPECIFIC SUBJECTS AND ARE DESIGNED FOR EITHER ADMINISTRATOR OR END USER ATTENDEES. PLEASE MAKE SURE YOU BOOK ON THE APPROPRIATE COURSE(S). Use the links highlighted by ‘Register HERE’ below to select the correct course and date and then click the RSVP button to book on that specific course.

Monday 19 February 2024: Register HERE

ADMIN 1: Metadata Management, Data Maintenance, Ownership Structure, Daily maintenance

Thursday 25 April 2024: Register HERE

END USERS: Journal Management; Using Forms and Running Reports

Tuesday 16 June 2024: Register HERE

ADMIN 2: Member formulas & Variables, Valid Intersections & User Security; Task Manager, User Interface

Thursday 17 October 2024: Register HERE

ADMIN 1: Metadata Management, Data Maintenance, Ownership Structure, Daily maintenance

Thursday 12 December 2024: Register HERE

END USERS: Journal Management; Using Forms and Running Reports

After completing each course:

End Users will have the knowledge to confidently use their application and carry out their daily, monthly and annual tasks.

Administrators will have the knowledge to not only maintain their applications, but to develop new features, have more confidence supporting their end users, and overall, have an in-depth understanding of the application.