ONLINE BOOK Look Smarter Than You Are With Oracle Enterprise Reporting Cloud
ONLINE BOOK Look Smarter Than You Are With Oracle Enterprise Reporting Cloud
If you are looking for a comprehensive guide on how to use Oracle Enterprise Reporting Cloud, you have come to the right place. This online book will teach you everything you need to know about this powerful cloud-based solution that enables you to create and manage enterprise-wide reports with data and narration.
ONLINE BOOK Look Smarter Than You Are With Oracle Enterprise Reporting Cloud
Oracle Enterprise Reporting Cloud is a part of the Oracle Enterprise Performance Management (EPM) Cloud suite, which helps you streamline and automate your financial and operational processes. With Oracle Enterprise Reporting Cloud, you can:
Build report packages that combine data from various sources and formats, such as spreadsheets, text documents, presentations, and web pages.
Collaborate with other authors and reviewers using commentary, annotations, and workflow features.
Generate consistent and accurate reports that comply with your corporate standards and regulatory requirements.
Publish and distribute your reports to various audiences and channels, such as email, web, or print.
Administer and personalize your reporting environment with security, migration, and customization options.
This online book will walk you through how to build and execute a full reporting cycle from start to finish using Oracle Enterprise Reporting Cloud. You will learn how to:
Create a report package and define its properties, such as name, description, frequency, and due date.
Add doclets to your report package and assign them to authors. Doclets are the building blocks of your report package that contain data and narration.
Author doclets using various tools, such as Smart View, Word, PowerPoint, or Web Studio. You can also use data sources from other Oracle EPM Cloud applications or external sources.
Review doclets and interact with other authors using commentary. You can also track the status and progress of your doclets using the dashboard.
Sign off or reject doclets after reviewing them. You can also use approvals to control the workflow of your report package.
Generate the final report package in various formats, such as PDF, HTML, or DOCX. You can also preview the report package before generating it.
Publish and distribute your report package to your intended recipients. You can also archive or delete your report package after publishing it.
By reading this online book, you will gain valuable insights and best practices on how to use Oracle Enterprise Reporting Cloud effectively. You will also discover how this cloud-only solution can help you save time, reduce errors, and improve your reporting quality.
So what are you waiting for? Start reading this online book today and look smarter than you are with Oracle Enterprise Reporting Cloud!
What You Will Learn in This Online Book
This online book is divided into several chapters that cover different aspects of the reporting cycle using Oracle Enterprise Reporting Cloud. Here is a brief overview of what you will learn in each chapter:
Chapter 1: Introduction to Oracle Enterprise Reporting Cloud. This chapter gives you an overview of what Oracle Enterprise Reporting Cloud is, why you should use it, and how to access it. You will also learn about the key concepts and terms that you will encounter throughout this online book.
Chapter 2: Creating Report Packages. This chapter teaches you how to create report packages, which are the main objects that you use to create and manage reports in Oracle Enterprise Reporting Cloud. You will learn how to define the properties, structure, and content of your report packages, as well as how to assign them to authors and reviewers.
Chapter 3: Authoring Doclets. This chapter shows you how to author doclets, which are the building blocks of your report packages that contain data and narration. You will learn how to use various tools and data sources to create doclets, such as Smart View, Word, PowerPoint, Web Studio, Oracle EPM Cloud applications, or external sources.
Chapter 4: Reviewing and Approving Report Packages. This chapter explains how to review and approve report packages, which are the final steps before generating and publishing your reports. You will learn how to use commentary, annotations, dashboard, and approvals to collaborate with other users and ensure the quality and accuracy of your reports.
Chapter 5: Generating and Publishing Report Packages. This chapter demonstrates how to generate and publish report packages, which are the final outputs of your reporting process. You will learn how to choose from various formats and options to generate your reports, such as PDF, HTML, or DOCX. You will also learn how to publish and distribute your reports to various audiences and channels, such as email, web, or print.
Chapter 6: Administering and Personalizing Your Reporting Environment. This chapter describes how to administer and personalize your reporting environment according to your preferences and requirements. You will learn how to set up security, migration, and customization options for your report packages and users.
Chapter 7: Building Custom Reporting Applications. This chapter teaches you how to build custom reporting applications using Oracle Enterprise Reporting Cloud. You will learn how to create custom data sources, data models, dimensions, members, forms, grids, charts, and dashboards to store and display additional data for your reports.
By the end of this online book, you will have a solid understanding of how to use Oracle Enterprise Reporting Cloud effectively and efficiently. You will be able to create and manage enterprise-wide reports with data and narration using report packages and management reporting. You will also be able to leverage the features and benefits of Oracle Enterprise Reporting Cloud, such as cloud-only solution, integration with Oracle EPM Cloud suite, comprehensive solution for all reporting needs, collaborative solution for secure and controlled reporting process, flexible solution for customized reporting environment, and intelligent solution for automated and optimized reporting process.
How to Apply Best Practices in Oracle Enterprise Reporting Cloud
Oracle Enterprise Reporting Cloud is a powerful and flexible solution that can help you create and manage enterprise-wide reports with data and narration. However, to get the most out of this solution, you need to follow some best practices that can help you improve your reporting quality, efficiency, and effectiveness.
In this chapter, we will share with you some of the best practices that we have learned from our experience and from other Oracle Enterprise Reporting Cloud users. These best practices cover various aspects of the reporting cycle, such as planning, designing, authoring, reviewing, generating, publishing, and administering your report packages. We will also provide you with some tips and tricks on how to use some of the features and functions of Oracle Enterprise Reporting Cloud more effectively.
Here are some of the best practices that we will cover in this chapter:
Planning: How to define your reporting objectives, scope, audience, frequency, and format. How to identify your data sources and data models. How to create a reporting roadmap and timeline.
Designing: How to structure your report packages and doclets. How to choose the appropriate authoring tools and data sources for your doclets. How to apply consistent formatting and style to your report packages.
Authoring: How to use Smart View, Word, PowerPoint, or Web Studio to create doclets. How to use data sources from Oracle EPM Cloud applications or external sources. How to use data validation and reconciliation features to ensure data accuracy.
Reviewing: How to use commentary, annotations, dashboard, and approvals to collaborate with other users. How to track the status and progress of your report packages. How to sign off or reject doclets after reviewing them.
Generating: How to choose from various formats and options to generate your report packages. How to preview your report packages before generating them. How to use predictive planning and forecasting features to enhance your reports.
Publishing: How to publish and distribute your report packages to various audiences and channels. How to archive or delete your report packages after publishing them. How to use natural language generation (NLG) and digital assistant features to communicate your reports.
Administering: How to set up security, migration, and customization options for your report packages and users. How to monitor and troubleshoot your reporting environment. How to use anomaly detection and explanation features to identify and resolve issues.
By following these best practices, you will be able to create and manage report packages that are accurate, consistent, comprehensive, timely, relevant, and engaging. You will also be able to leverage the features and benefits of Oracle Enterprise Reporting Cloud, such as cloud-only solution, integration with Oracle EPM Cloud suite, comprehensive solution for all reporting needs, collaborative solution for secure and controlled reporting process, flexible solution for customized reporting environment, and intelligent solution for automated and optimized reporting process.
How to Learn from Examples in Oracle Enterprise Reporting Cloud
Oracle Enterprise Reporting Cloud provides you with some sample report packages and reports that you can use to learn more about how to create and manage reports in Oracle Enterprise Reporting Cloud. These samples cover various scenarios and use cases that can help you understand the features and functions of Oracle Enterprise Reporting Cloud better.
You can access these samples from the Library in Oracle Enterprise Reporting Cloud. You can also download them from Oracle's website and import them into your reporting environment. You can use these samples as they are or modify them according to your needs. You can also use them as templates or references for creating your own report packages and reports.
Here are some of the samples that are available in Oracle Enterprise Reporting Cloud:
Sample Report Package: This sample report package contains several doclets that demonstrate how to use various types of content, such as grids, charts, text, images, notes, and references. It also shows how to use variables, commentary, annotations, dashboard, approvals, and report package properties. You can use this sample report package to learn how to create and manage report packages in Oracle Enterprise Reporting Cloud.
Sample Management Report: This sample management report contains several grids and charts that show how to use data sources from Oracle EPM Cloud applications or external sources. It also shows how to use row or column formulas, conditional formatting, text and suppression, grouping, text boxes, images, and report properties. You can use this sample management report to learn how to create and manage reports in Oracle Enterprise Reporting Cloud.
Sample Formula Report: This sample formula report contains several grids that show how to use the Sum and Average functions to summarize data for the year. It also shows how to use data validation and reconciliation features to ensure data accuracy. You can use this sample formula report to learn how to use formulas and functions in Oracle Enterprise Reporting Cloud.
By using these samples, you will be able to see how Oracle Enterprise Reporting Cloud works in action. You will also be able to apply what you learn from these samples to your own reporting scenarios and requirements.
Conclusion
In this online book, we have covered how to use Oracle Enterprise Reporting Cloud to create and manage enterprise-wide reports with data and narration. We have learned about the features and benefits of Oracle Enterprise Reporting Cloud, such as cloud-only solution, integration with Oracle EPM Cloud suite, comprehensive solution for all reporting needs, collaborative solution for secure and controlled reporting process, flexible solution for customized reporting environment, and intelligent solution for automated and optimized reporting process.
We have also learned how to apply best practices and examples to improve our reporting quality, efficiency, and effectiveness. We have seen how to plan, design, author, review, generate, publish, and administer our report packages and reports using various tools and data sources. We have also learned how to use formulas and functions, commentary and annotations, dashboard and approvals, predictive planning and forecasting, natural language generation (NLG) and digital assistant, data validation and reconciliation, anomaly detection and explanation, and custom reporting applications.
By reading this online book, we hope that you have gained valuable insights and skills on how to use Oracle Enterprise Reporting Cloud effectively. You should now be able to create and manage report packages that are accurate, consistent, comprehensive, timely, relevant, and engaging. You should also be able to leverage the features and benefits of Oracle Enterprise Reporting Cloud to enhance your reporting process and deliver the maximum business value.
Thank you for reading this online book. We hope that you have enjoyed it and learned a lot from it. We also hope that you will look smarter than you are with Oracle Enterprise Reporting Cloud! 6c859133af
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