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This course is designed to teach you how to use Planning. It includes an overview of Planning features, capabilities, and its relationship with Essbase.


  • Navigate Workspace to access Planning and Financial Reporting
  • Create and test forms and ad hoc grids
  • Enter, adjust, and analyze data in Planning and Smart View
  • Test business rules
  • Manage the approval process
  • Manage task lists
  • Create reports to analyze planning results
  • Discuss Planning capabilities, Planning’s relationship with Essbase, and dimension requirements


  • Introduction to Planning for Interactive Users
  • Navigating EPM Workspace
  • Introduction to Applications and Dimensions
  • Creating Forms
  • Enhancing Forms
  • Entering Data in Planning
  • Annotating and Analyzing Data
  • Calculating with Business Rules
  • Managing the Approval Process
  • Managing Task Lists
  • Introduction to Smart View
  • Analyzing Data in Smart View
  • Introduction to Financial Reporting
  • Creating Basic Reports
  • Setting Up Report Details
  • Adding Text Functions
  • Adding Mathematical Functions
  • Creating Books

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45 Training Set
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