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| Section | Objectives |
|---|
| AI and Intelligent Performance Management (IPM) | - AI-driven planning capabilities
- 1. Predictive planning and forecasting
- 2. Machine learning model integration
|
| Reporting and Analytics | - Reporting tools
- 1. Oracle EPM Reports
- 2. Smart View Excel integration
|
| Forms, Dashboards, and Navigation | - Planning UI configuration
- 1. Dashboards and KPI visualization
- 2. Form design and validation rules
- Navigation flows
- 1. User experience configuration by role
|
| Dimensions and Security Management | - Security model
- 1. Cell-level security
- 2. Role-based access control
- Dimensions configuration
- 1. Standard vs custom dimensions (Entity, Account, Period, Scenario)
- 2. Hierarchy design and properties
|
| Metadata and Data Integration | - Integration design
- 1. Cross-module integration (Financials, Workforce, Projects, Capital)
- 2. Data Maps and Smart Push
- Data and metadata loading
- 1. EPM Data Integration / Data Management
- 2. Smart View and file-based loads
|
| Module-Based Planning Applications | - Planning modules
- 1. Projects and Capital planning
- 2. Workforce planning setup
- 3. Financials module configuration
|
| Business Rules and Calculations | - Calculation framework
- 1. Groovy scripting for business rules
- 2. Calculation Manager rules and rulesets
|
| Planning Application Overview & Architecture | - Oracle EPM Planning Cloud architecture
- 1. Essbase hybrid cube architecture (BSO/ASO)
- 2. Module-based vs FreeForm Planning applications
|
| Workflow and Approvals | - Planning workflow management
- 1. Approval unit hierarchy setup
- 2. Budget review and submission cycles
|
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Oracle Planning + AI 2026 Implementation Professional Sample Questions (Q57-Q62):
NEW QUESTION # 57
Which configuration task is NOT mandatory in Workforce?
- A. Employee Type
- B. Planning and Forecast Preparation
- C. Workforce Assumptions
- D. Benefits and Taxes
Answer: D
Explanation:
In Oracle Planning 2024's Workforce module, certain configuration tasks are mandatory to enable basic functionality, while others are optional depending on the organization's needs. The task that is not mandatory is:
A . Employee Type: Incorrect. Defining Employee Type (e.g., full-time, part-time) is mandatory because it establishes the categories of employees to be planned, forming the foundation of workforce data.
B . Planning and Forecast Preparation: Incorrect. This task is mandatory as it sets up the planning periods, scenarios, and versions, which are essential for Workforce to function within the broader Planning application.
C . Benefits and Taxes: Correct. Configuring Benefits and Taxes is optional. While Workforce provides predefined options to calculate benefits (e.g., health insurance) and taxes (e.g., payroll taxes), organizations can choose not to configure these if they do not need detailed compensation planning beyond salaries.
D . Workforce Assumptions: Incorrect. Workforce Assumptions (e.g., hiring rates, salary increases) are mandatory to drive calculations and populate employee data over time.
The Oracle documentation specifies that while Benefits and Taxes enhance Workforce planning, they are not required for core functionality, making C the non-mandatory task.
Oracle Planning 2024 Implementation Study Guide: "Configuring Workforce Module" (docs.oracle.com, Published 2024-10-01).
Oracle EPM Cloud Documentation: "Workforce Configuration Tasks" (docs.oracle.com, Published 2023-11-20, updated for 2024).
NEW QUESTION # 58
Which four job types can be scheduled in Planning?
- A. Import Data and Export Data
- B. Merge Data Slices
- C. Promote Planning Unit
- D. Create Snapshot
- E. Refresh Database
- F. Data map
Answer: A,B,E,F
NEW QUESTION # 59
You want to customize the business process interface. Which Planning feature enables you to customize the vertical and horizontal tabs that are displayed on a card?
- A. Valid intersections
- B. Infolets
- C. Navigation flows
- D. Configure
Answer: C
NEW QUESTION # 60
Which four Financials benefits enable you to plan effectively?
- A. Financials provides a unique forecast method to project account values in future (forecast) time periods for every account.
- B. Predefined key performance indicators (KPIs) enable you to collect objective, quantifiable data or data that indicates progress toward a performance or strategy target.
- C. You can automatically generate what-if scenarios where each assumption is sampled randomly using simulations.
- D. You can leverage driver-based planning when creating business plans and models that focus on key factors or criteria in your organization that impact and drive performance.
- E. Financials lets you bring in your own chart of accounts while retaining the benefits of an integrated Financials framework.
- F. The ability to enter trend-based assumptions enables you to plan and forecast based on trends.
Answer: A,D,E,F
NEW QUESTION # 61
Which four statements are true about the Optimize Dimension feature?
- A. You can optimize the dimension order only for BSO cubes in Custom Planning applications.
- B. The new optimized dimension order is maintained even if you enable additional features or other modules.
- 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.
- D. You refresh the database and then back up the application and download the snapshot before you optimize dimension order.
- E. You optimize dimension order first in your test environment before you optimize dimension order in the production environment.
- 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,B,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 # 62
......
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