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Oracle Enterprise Planning and Budgeting User’s Guide Release 11
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Oracle Enterprise Planning and Budgeting User’s Guide Release 11i Part No. B12202-0
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Oracle® Enterprise Planning and Budgeting
User ’ s Guide
Release 1 1 i
Part No. B12202-02
September 2005
Oracle Enterprise Planning and Budgeting User ’ s Guide, Release 11 i
P art No. B12202-02
Copyright © 2004, 2005, Oracle. All rights reserv ed.
Primary Author: Rita Aberbach, Gregory Becker , Hugh Mason
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The information contained in this document is subject to change without notice. If y ou find any problems
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Contents
Send Us Y our Comments
Preface
1 Oracle Enterprise Planning and Budgeting Basics
What Is Enterprise Planning and Budgeting? . . . . . . . . . . . . . . . . . . . . . . 1 - 1
Data Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 1
Business Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 2
Reporting and Data Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 2
Data and Object Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 2
Data Structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 3
User Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 4
T ips for Beginners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 5
Accessing Enterprise Planning and Budgeting . . . . . . . . . . . . . . . . . . . . . 1 - 5
Setting Privileges for Shadow Users . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 7
The Enterprise Planning and Budgeting Environment . . . . . . . . . . . . . . . . . . 1 - 7
W orking with Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 9
Exiting Enterprise Planning and Budgeting . . . . . . . . . . . . . . . . . . . . . 1 - 10
2 W orking with Reports and Folders
About Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 1
About Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 2
About the Reports Subtab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 2
Creating Reports and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 3
Opening Reports and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 4
Managing Reports and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 4
3 W orking with Crosstabs
About Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 1
Using Crosstab T ools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 3
Editing Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 15
Specifying Document Properties for Crosstabs . . . . . . . . . . . . . . . . . . . . 3 - 16
Printing Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 16
Saving Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 17
iii
Exporting Data from Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 17
4 W orking with Graphs
About Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 1
Using Graph T ools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 3
Editing Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 7
Specifying Document Properties for Graphs . . . . . . . . . . . . . . . . . . . . . . 4 - 8
Printing Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 9
Saving Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 10
Exporting Data from Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 10
5 Using W orksheets
About W orksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 1
The W orksheets Subtab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 2
W orksheet Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 2
Opening W orksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 2
Choosing the Currency for Data Entry . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 3
W orksheet Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 4
W orksheet Data Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 6
W orking with Managerial T argets . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 12
Personalizing Y our V iew of a W orksheet . . . . . . . . . . . . . . . . . . . . . . . 5 - 13
Printing W orksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 15
Saving W orksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 16
Exporting Data from W orksheets . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 16
Importing Budgets from Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 18
Setting T argets for Subordinates . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 18
Distributing and Redistributing W orksheets . . . . . . . . . . . . . . . . . . . . . 5 - 20
Submitting W orksheet Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 21
Reviewing W orksheets: Approval and Rejection . . . . . . . . . . . . . . . . . . . 5 - 22
V iewing W orksheet Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 23
6 Selecting Data
About Data Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 1
Using the Start W ith Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 1
Using the Refine Selections Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 3
Using Saved Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 15
7 W orking with Calculations
About Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 2
Defining Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 3
Updating Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 4
Managing Analyst Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 5
Managing Controlled Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 7
Simple Math T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 7
iv
Remainder T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 7
Exponent T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 8
Absolute V alue T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 8
Group T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 9
Financial V ariance T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 9
Reference T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 10
Multidimensional Share T emplate . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 10
Prior Period V alue T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 10
Change T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 1 1
Moving Calculations T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 1 1
Crossover T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 12
Period T o Date T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 13
Period T o Go T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 13
Combined Arithmetic T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 14
Combined V iews T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 14
Currency Conversion T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 15
Conditional Calculation T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 16
Days Outstanding T emplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 18
8 Administering Business Areas
About Business Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 1
Overview: Creating a New Business Area . . . . . . . . . . . . . . . . . . . . . . . 8 - 2
Specifying General Information for a Business Area . . . . . . . . . . . . . . . . . . 8 - 4
Selecting Ledgers for a Business Area . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 5
Selecting Dimensions for a Business Area . . . . . . . . . . . . . . . . . . . . . . . 8 - 5
Refining Dimension Selections for a Business Area . . . . . . . . . . . . . . . . . . . 8 - 6
Selecting Data Sets for a Business Area . . . . . . . . . . . . . . . . . . . . . . . . 8 - 8
V alidating a Business Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 8
Making a Business Area Effective . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 9
Assigning Controllers and Security Administrators to a Business Area . . . . . . . . . . 8 - 9
Refreshing a Business Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 10
Updating a Business Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 1 1
Updating a Comment for a Business Area . . . . . . . . . . . . . . . . . . . . . . 8 - 12
Duplicating a Business Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 13
Deleting a Business Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 13
V iewing Settings for a Business Area . . . . . . . . . . . . . . . . . . . . . . . . 8 - 14
9 Administering Security
About Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 1
Setting Global Ownership Dimensions . . . . . . . . . . . . . . . . . . . . . . . . 9 - 2
Overview: Setting Up an Account . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 2
Setting up an Account with Full Read Access . . . . . . . . . . . . . . . . . . . . . . 9 - 3
Maintaining Data Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 3
Maintaining W rite Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 6
Maintaining Read Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 9
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