Requirement for SAP EPM trainer

EPM Planning Cloud Training Content :



Introduction :



• Introduction to Planning cloud

• Navigating through planning system

• Setting up planning system



Working with Dimensions :



• Dimensions overview

• Dimension management

• Configuring dimension properties

• Setting up Aliases

• Refreshing cubes



Importing & Exporting Metadata & Data :



• Import & Export Metadata

• Metadata management using Smart view

• Managing Substitution Variables

• Setting up user defined elements

• Adding member formulas to account dimension

• Applying performance settings

• Create Smartlist

• Associate members with smartlist

• Adding an attribute

• Create variables

• Loading and calculating data



Setting up Planning Security :



• Introduction to planning security

• Assigning roles to planning users and groups

• Setting up planning security

• Provisioning users

• Assign access permission to users



Working with Planning forms, dashboards & Infolets :



• Creating Forms / form properties

• Creating form folders

• Adding formula columns

• Building validation rules

• Creating forms with Rolling forecast

• Create Action menus

• Assign action menus to forms

• Create Dashboards

• Building a dashboard

• Dashboard properties & chart types

• Building infolets



Managing Business Rules :



• Introduction to business rules

• Create some simple rules with rule templates

• Adding variables to business rules

• Adding formulas in business rules

• Associate business rules with form

• Introduction to Groovy rules

• Managing business rules

• Scheduling rules as Job



Manage Planning Data :



• Entering planning data

• Filtering data

• Data entry in forms – shortcuts

• Form features & functionalities

• Running rules from forms

• Create adhoc grid



SmartView :



• Introduction to Smartview-Excel addins

• Connect to planning through smart view

• Planning using smart view

• Adhoc analysis using smart view

• Drilldown & drill through using smart view features

• Dimension management capability in smart view

• Q&A Maintaining Planning Application

• Application backup

• Setting the maintenance window

• Setting up data maps

• Running data maps

• Smart push

• Review system diagnostics



Advanced Planning capabilities overview :



• Drivers/ Trend based planning

• High level overview of AI / ML capabilities

• IPM Insights

• Auto Predict

• Cell level security



Planning Out of the box modules – In Detail Training :



• Financial planning

• Projects planning

• Workforce planning

• Capex planning

• Strategic modelling