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Getting Started with Integration for Oracle EPM FreeForm

Get an understanding on FreeForm, and the options available to you for integrating with FreeForm. Review the videos and other resources. When you are enrolled in this Learning Path, your progress will be tracked as you view each resource.

advanced

Advanced

duration

105 Min

modules

6 Modules

FreeForm Overview
0 Min
Understand how you can work with FreeForm, and learn to create FreeForm apps

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Understanding FreeForm

Important Considerations

Review the video to get introduced to FreeForm

Introduction to FreeForm Apps in Cloud EPM
Create a FreeForm App Using an Outline File or Snapshot

Create a FreeForm App Using the Application Creation Wizard

You can create applications with multiple cubes or you can create an application with a single cube and then add more cubes later. Review these videos to understand the different options.

Create FreeForm Applications from On-Premises Essbase

Create FreeForm Applications with a Hybrid BSO Cube

Create FreeForm Applications with a Reporting/ASO Cube

Create Multi-Cube FreeForm Applications from Essbase Outlines

Create Multi-Cube FreeForm Applications from BSO and ASO Cubes

Create Multi-Cube FreeForm Applications with an Excel Template - Part 1

Create Multi-Cube FreeForm Applications with an Excel Template - Part 2

Creating and Updating FreeForm Applications using Smart View
Integrate Cloud Services
3 Min
Understand how you can integrate EPM Cloud subscriptions and navigation flows.

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Configure Single Sign-On

Connect EPM Cloud Subscriptions

Customize and Use Navigation Flows
Integrate Your Data and Metadata
0 Min
Understand some of the ways you can integrate data and metadata.

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Use Data Integration
Use Data Management

Load Data, Write Back, and Synchronize

Integrate with Oracle General Ledger

Review the video to understand the process.

Overview: Mapping Fusion Financials General Ledger Data to EPM Cloud

Write back to the Oracle General Ledger

Review the video to understand the process.

Overview: Writing Back Oracle EPM Cloud Budgets to Oracle General Ledger Cloud

Integrate Data Using a File

Integrate Metadata Using a File

Integrate Service Instances

Import and Export Data in Planning

Import Metadata in Planning

Review the video to understand the process.

Importing Metadata in Planning

Export Metadata in Planning

Review the video to understand the process.

Exporting Metadata in Planning

Manage Enterprise Data

Review the video to understand the process.

Overview: Tour of Enterprise Data Management Cloud

Integrate with Oracle Analytics Cloud (OAC)
Integrate With REST APIs and EPM Automate
19 Min
Find out how you can integrate EPM Cloud environments using these powerful tools:
- A set of REST APIs
- Groovy business rules
- The EPM Automate Utility, a command line tool that is implemented on top of the REST APIs
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Get an Introduction to Integrating With REST APIs
Sample Scenarios for REST APIs

Import Metadata into an Application

Import Data, Run a Calculation Script, and Copy Data

Use Java APIs to Create Groovy Scripts for Rules

Integrate with EPM Automate

Review the videos to understand the process.

Overview of the EPM Automate Utility

How to Use EPM Automate in Planning

Sample scenarios for EPM Automate

Import Metadata into an Application

Import Data, Run a Calculation Script, and Copy Data

Export and Download Metadata and Data

Export and Download Application Data

Import Data into Data Management, Run a Data Load Rule, and Export Data to Planning

Back up Application Snapshots

Automate Daily Data Integration
Assessment
5 Min
Test your knowledge

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Quiz: Integrating with Oracle EPM FreeForm
Learn More
3 Min
For detailed information, review the cloud help center for Oracle EPM FreeForm.

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https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/index.html