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| Section | Objectives |
|---|
| Topic 1: Business Rules and Calculations | - Calculation framework
- 1. Groovy scripting for business rules
- 2. Calculation Manager rules and rulesets
|
| Topic 2: Workflow and Approvals | - Planning workflow management
- 1. Budget review and submission cycles
- 2. Approval unit hierarchy setup
|
| Topic 3: Module-Based Planning Applications | - Planning modules
- 1. Projects and Capital planning
- 2. Workforce planning setup
- 3. Financials module configuration
|
| Topic 4: Planning Application Overview & Architecture | - Oracle EPM Planning Cloud architecture
- 1. Module-based vs FreeForm Planning applications
- 2. Essbase hybrid cube architecture (BSO/ASO)
|
| Topic 5: Forms, Dashboards, and Navigation | - Planning UI configuration
- 1. Form design and validation rules
- 2. Dashboards and KPI visualization
- Navigation flows
- 1. User experience configuration by role
|
| Topic 6: AI and Intelligent Performance Management (IPM) | - AI-driven planning capabilities
- 1. Predictive planning and forecasting
- 2. Machine learning model integration
|
| Topic 7: 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 8: Metadata and Data Integration | - Integration design
- 1. Data Maps and Smart Push
- 2. Cross-module integration (Financials, Workforce, Projects, Capital)
- Data and metadata loading
- 1. Smart View and file-based loads
- 2. EPM Data Integration / Data Management
|
| Topic 9: Reporting and Analytics | - Reporting tools
- 1. Smart View Excel integration
- 2. Oracle EPM Reports
|
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Oracle Planning + AI 2026 Implementation Professional Sample Questions (Q14-Q19):
NEW QUESTION # 14
You are preparing to design a report in Cloud EPM Planning using Report Designer. Which two statements are true about data sources in reports?
- A. Include a chart in your report without displaying the underlying data grid.
- B. Insert a report object into the report if you are in Modify mode.
- C. Insert charts in the report header to provide a quick visual summary of data.
- D. Control the way a report object is printed on the page relative to other report objects.
Answer: A,D
Explanation:
When designing reports in Oracle Cloud EPM Planning using Report Designer, data sources and report objects (e.g., grids, charts) have specific capabilities. The two true statements about data sources in reports are:
A . Insert charts in the report header to provide a quick visual summary of data: Incorrect. Report Designer does not support inserting charts directly into the report header; charts are added as objects within the report body, linked to data sources.
B . Include a chart in your report without displaying the underlying data grid: Correct. You can create a chart object tied to a data source (e.g., a grid) and configure it to display only the chart, suppressing the grid for a cleaner visual presentation.
C . Control the way a report object is printed on the page relative to other report objects: Correct. Report Designer allows you to adjust the layout and positioning of report objects (e.g., grids, charts) relative to each other, controlling how they appear when printed or exported.
D . Insert a report object into the report if you are in Modify mode: Incorrect. While you modify reports in Report Designer, there's no specific "Modify mode" restriction-objects can be inserted during initial design or edits, but this is not a data source-specific feature.
The Oracle documentation verifies that B and C reflect Report Designer's flexibility with data sources and object management, making them the correct answers.
Oracle Planning 2024 Implementation Study Guide: "Designing Reports with Report Designer" (docs.oracle.com, Published 2024-09-30).
Oracle EPM Cloud Documentation: "Report Designer Data Sources" (docs.oracle.com, Published 2023-12-05, updated for 2024).
NEW QUESTION # 15
Which client or tool uses Smart Push on forms to move data from source cubes to reporting cubes to consolidate data?
- A. EPM Automate
- B. Data Maps
- C. Data Integration
- D. Business Rules
Answer: B
NEW QUESTION # 16
You want to use Strategic Modeling to quickly model and evaluate financial scenarios.
Which two time period management tasks can you perform in Strategic Modeling?
- A. Select and combine periods of years, halves, quarters, months, and weeks for the beginning balance year.
- B. Configure time periods to reflect the details required by financial model, such as different levels of granularity for different years.
- C. Enable the input option for upper-level time periods when you add time details.
- D. Create period-to-date, trailing periods, deal periods, and sub periods to record transactions.
Answer: B,D
NEW QUESTION # 17
You want to view a summary of the Capital expense planning details that are rolled into Financials. Which statement describes what you can do to see that summary?
- A. Select a Capital account and run the Rollup rule on the Financials Integration Summary page. Then, review the update data.
- B. Run the Financial Statement Integration data map to push data from Capital to Financials. In Financials, view the Capital data on the Financials Integration Summary page.
- C. Run the Rollup rule from the Balance Sheet Integration Summary. Then, review the updated data.
- D. Map Capital accounts to Financials accounts on the Configure page. After you save the changes to assets, O data is automatically pushed to Financials based on the mapping. Then, review the updated data on Financials.
Answer: B
NEW QUESTION # 18
You want to design a report with Reports for Oracle Enterprise Performance Management Cloud. You have an error on the report indicated by a red bar above the report header.
Which two statements describe possible causes of report object errors in Report Designer?
- A. The data source connection for the report is no longer valid.
- B. The report name is blank when you use a text function to display the name.
- C. The report object overlaps with another report object.
- D. The size of the inserted graphic is too large.
Answer: A,C
Explanation:
When designing a report in Reports for Oracle Enterprise Performance Management Cloud and encountering an error (indicated by a red bar above the report header), the issue often stems from report object configuration. The two possible causes are:
A . The report name is blank when you use a text function to display the name: Incorrect. A blank report name might cause display issues, but it's not a common cause of a report object error flagged by a red bar-errors typically relate to objects or data sources, not naming.
B . The report object overlaps with another report object: Correct. Overlapping objects (e.g., grids, charts) can cause rendering or validation errors in Report Designer, triggering an error indicator like a red bar due to layout conflicts.
C . The data source connection for the report is no longer valid: Correct. If the data source (e.g., a cube or grid definition) becomes invalid (e.g., deleted, renamed, or inaccessible), the report cannot retrieve data, resulting in an error marked by a red bar.
D . The size of the inserted graphic is too large: Incorrect. While large graphics might affect performance or formatting, they do not typically cause a report object error flagged by a red bar-size issues are more likely to impact display than functionality.
The Oracle documentation identifies B (object overlap) and C (invalid data source) as frequent causes of errors in Report Designer, making them the correct answers.
Oracle Planning 2024 Implementation Study Guide: "Troubleshooting Reports in Report Designer" (docs.oracle.com, Published 2024-10-20).
Oracle EPM Cloud Documentation: "Report Designer Error Handling" (docs.oracle.com, Published 2023-11-25, updated for 2024).
NEW QUESTION # 19
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