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| Section | Objectives |
|---|
| Topic 1: Metadata and Data Integration | - Data and metadata loading
- 1. Smart View and file-based loads
- 2. EPM Data Integration / Data Management
- Integration design
- 1. Data Maps and Smart Push
- 2. Cross-module integration (Financials, Workforce, Projects, Capital)
|
| Topic 2: Workflow and Approvals | - Planning workflow management
- 1. Approval unit hierarchy setup
- 2. Budget review and submission cycles
|
| Topic 3: AI and Intelligent Performance Management (IPM) | - AI-driven planning capabilities
- 1. Predictive planning and forecasting
- 2. Machine learning model integration
|
| Topic 4: Reporting and Analytics | - Reporting tools
- 1. Smart View Excel integration
- 2. Oracle EPM Reports
|
| Topic 5: Planning Application Overview & Architecture | - Oracle EPM Planning Cloud architecture
- 1. Module-based vs FreeForm Planning applications
- 2. Essbase hybrid cube architecture (BSO/ASO)
|
| Topic 6: Business Rules and Calculations | - Calculation framework
- 1. Groovy scripting for business rules
- 2. Calculation Manager rules and rulesets
|
| Topic 7: Module-Based Planning Applications | - Planning modules
- 1. Workforce planning setup
- 2. Financials module configuration
- 3. Projects and Capital planning
|
| Topic 8: Dimensions and Security Management | - Security model
- 1. Role-based access control
- 2. Cell-level security
- Dimensions configuration
- 1. Standard vs custom dimensions (Entity, Account, Period, Scenario)
- 2. Hierarchy design and properties
|
| Topic 9: Forms, Dashboards, and Navigation | - Navigation flows
- 1. User experience configuration by role
- Planning UI configuration
- 1. Dashboards and KPI visualization
- 2. Form design and validation rules
|
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Oracle Planning + AI 2026 Implementation Professional Sample Questions (Q65-Q70):
NEW QUESTION # 65
When importing data into Planning using a scheduled job, which option allows you to load data from the server?
- A. You select data load files from the inbox
- B. You select the data locally
- C. You select the Include Metadata option
- D. You refresh the database after importing data
Answer: C
NEW QUESTION # 66
Which four statements are true about the Optimize Dimension feature?
- A. You optimize dimension order first in your test environment before you optimize dimension order in the production environment.
- B. You can optimize the dimension order only for Financials and Projects, and only for the provided BSO cubes that are created when you enable and configure.
- C. You refresh the database and then back up the application and download the snapshot before you optimize dimension order.
- D. The new optimized dimension order is maintained even if you enable additional features or other modules.
- E. You can optimize the dimension order only for BSO cubes in Custom Planning applications.
- F. You can optimize the dimension order only for Financials and Workforce, and only for the provided BSO cubes that are created when you enable and configure.
Answer: A,C,D,E
Explanation:
In Oracle Planning 2024, the Optimize Dimension feature enhances performance by reordering dimensions in BSO (Block Storage Option) cubes. Let's evaluate the six statements to determine the four that are true:
A . The new optimized dimension order is maintained even if you enable additional features or other modules: True. Once optimized, the dimension order remains intact even if new features or modules are enabled, unless explicitly re-optimized or manually altered. This ensures performance stability post-optimization.
B . You can optimize the dimension order only for BSO cubes in Custom Planning applications: True. The Optimize Dimension feature is exclusively available for BSO cubes in Custom Planning applications, not for ASO (Aggregate Storage Option) cubes or module-based applications (e.g., Financials, Workforce), due to their predefined structures.
C . You can optimize the dimension order only for Financials and Projects, and only for the provided BSO cubes that are created when you enable and configure: False. This statement is incorrect because the feature applies to Custom Planning applications, not specifically to Financials and Projects, which use predefined BSO cubes not eligible for user-driven dimension optimization.
D . You optimize dimension order first in your test environment before you optimize dimension order in the production environment: True. Oracle recommends testing dimension optimization in a test environment first as a best practice to assess performance impacts and avoid risks in production, making this a procedural truth.
E . You refresh the database and then back up the application and download the snapshot before you optimize dimension order: True. Before optimizing, Oracle advises refreshing the database to ensure data consistency, then backing up the application and downloading a snapshot to preserve a recovery point in case optimization causes issues.
F . You can optimize the dimension order only for Financials and Workforce, and only for the provided BSO cubes that are created when you enable and configure: False. Similar to C, this is incorrect; optimization is not restricted to Financials and Workforce module cubes-it's for Custom Planning BSO cubes, not predefined module-specific cubes.
From these, the four true statements are:
A - Persistence of the optimized order after feature/module changes.
B - Restriction to BSO cubes in Custom Planning applications.
D - Testing in a test environment first as a best practice.
E - Refreshing and backing up before optimization.
The false statements (C and F) incorrectly limit the feature to specific modules (Financials, Projects, Workforce), whereas it's designed for Custom Planning applications. The Oracle documentation supports A, B, D, and E as true, aligning with the feature's functionality and recommended practices.
Oracle Planning 2024 Implementation Study Guide: "Optimize Dimension Feature" (docs.oracle.com, Published 2024-09-25).
Oracle EPM Cloud Documentation: "BSO Dimension Optimization" (docs.oracle.com, Published 2023-12-20, updated for 2024).
NEW QUESTION # 67
You want to include asset-related expenses such as depreciation, amortization, and insurance in Financials reporting. Which statement describes what you need to set up in Financials or Capital to share the data?
- A. In Financials, in the Asset Expenses Wizard, map each component to a Financials account.
- B. In Capital, on the Configure page, select Map Capital Accounts and map capital accounts to the corresponding account in Financials.
- C. In Financials, on the Enable page, in Map/Rename Dimensions, add a custom dimension called Assets.
- D. In Capital, for Expense, enable Integration with Financials.
Answer: D
NEW QUESTION # 68
You want to set up weekly planning for 18 continuous months.
Which three options need to be selected when initially enabling features in Financials?
- A. Weekly Planning
- B. Time Frame Granularity
- C. Custom Periods
- D. Rolling Forecast
- E. Weeks to Months Mapping
Answer: A,D,E
Explanation:
To set up weekly planning for 18 continuous months in Oracle Planning 2024's Financials module, specific options must be selected when initially enabling features via the Configure card. The three required options are:
A . Time Frame Granularity: Incorrect. This is not a specific option in the Enable Features page; granularity (e.g., weeks) is controlled by Weekly Planning, not a separate setting.
B . Rolling Forecast: Correct. Enabling Rolling Forecast allows planning over a continuous 18-month horizon, dynamically updating as time progresses, which aligns with the requirement for ongoing weekly planning.
C . Weeks to Months Mapping: Correct. This option defines how weekly data rolls up into monthly totals, essential for reporting and analysis over the 18-month period in a weekly planning setup.
D . Weekly Planning: Correct. Enabling Weekly Planning sets the periodicity to weeks instead of months, allowing budgeting and forecasting at a weekly level for the 18 months.
E . Custom Periods: Incorrect. Custom Periods allow defining non-standard time periods, but they are not required for weekly planning over 18 months-Weekly Planning and standard calendar setups suffice.
The Oracle documentation confirms that Rolling Forecast, Weeks to Months Mapping, and Weekly Planning are the key features to enable for weekly planning over an extended horizon like 18 months, making B, C, and D the correct answers.
Oracle Planning 2024 Implementation Study Guide: "Enabling Weekly Planning in Financials" (docs.oracle.com, Published 2024-09-10).
Oracle EPM Cloud Documentation: "Configuring Rolling Forecasts and Weekly Planning" (docs.oracle.com, Published 2023-11-20, updated for 2024).
NEW QUESTION # 69
In which four ways can you create a FreeForm application?
- A. Importing multiple Essbase outlines - one for each cube.
- B. With a maximum of 12 cubes.
- C. Migrating an Essbase snapshot with Custom Defined Functions.
- D. Using a single cube, and then adding more cubes later.
- E. With multiple cubes by using the Application Creation Wizard or Excel template in Smart View.
- F. Importing a single Essbase outline, and then adding more cubes later.
Answer: B,D,E,F
NEW QUESTION # 70
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