Oracle EPM Reporting training
Financial statements and management reports straight from your EPM applications.
- Duration
- 16 hours
- Level
- Foundation to intermediate
- Modules
- 4 modules · 4 hands-on labs
- Delivery
- Live virtual or on-site
- Group size
- Up to 12 participants
- Environment
- Your own test pod
- Pricing
- Contact us for a tailored quote
About this course
Hands-on report design with Oracle EPM Reports, covering grids, charts and text that read directly from Planning, Financial Consolidation and Close, and other EPM cubes. We also cover books and bursting, so one report design can serve every entity and stakeholder.
Who it’s for
Report developers, FP&A analysts and EPM administrators.
Prerequisites
Basic understanding of your EPM dimensions and hierarchies.
Afterwards, your team can
- Build and maintain reports without outside help
- Design one report that works for every entity
- Automate distribution of the reporting pack
- Plan the move off legacy Financial Reporting
Course outline
4 modules over 16 hours. We adjust the depth and examples to the people in the room.
-
01
Designing reports
- Grids, charts, text boxes and images
- Point of view, prompts and user selections
- Member functions and relative selections
-
02
Calculations and formatting
- Formula rows and columns
- Conditional formatting and suppression
- Number formats, headers and page layout
-
03
Books and bursting
- Assembling reports into books
- Bursting definitions by entity or cost centre
- Scheduling and distribution
-
04
Running and maintaining
- Report snapshots and exports
- Migrating reports between environments
- Moving from Financial Reporting to Reports
Labs in your own test pod
Participants practise on your configuration and data, so what they learn carries straight into their day-to-day work.
- Build an income statement
- Add variance columns and conditional formats
- Create a management report book
- Burst a report by entity
How the training runs
Format
Live virtual or on-site, fully customisable and scheduled around your team’s calendar
Group
Private cohorts of up to 12 participants. Larger teams are split into separate groups.
Environment
Your own test pod, with your configuration and data
You keep
Course presentations (PPT), workbook and lab guides
Frequently asked questions
Who is the EPM Reporting course for?
Report developers, FP&A analysts and EPM administrators.
How long is the EPM Reporting course?
16 hours of instructor-led training. We split it into sessions that fit around your team’s calendar.
What do participants need beforehand?
Basic understanding of your EPM dimensions and hierarchies.
Is the training virtual or on-site?
Both. Most courses run as live virtual sessions, and we can deliver on-site when that suits your team better.
How much does the EPM Reporting course cost?
Pricing depends on the course structure we build with you, including the modules, depth and number of groups. Contact us and we’ll send a tailored outline and quote.
Is the training delivered on our own Oracle environment?
Yes. Labs run in your own test pod, so participants practise on your configuration and data rather than a generic demo.
How many people can attend?
Up to 12 participants per group. Larger teams are split into separate groups so everyone gets hands-on time.
What do participants keep after the course?
The course presentations (PPT), workbook and lab guides.
Keep exploring
Consulting service EPM Reporting implementation & supportPlan EPM Reporting training for your team.
Tell us who you’d like to train and what they need to do afterwards. We’ll come back with a tailored outline and schedule.
Request this course