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March PBCS Updates
Oracle’s Planning and Budgeting Cloud
March Release (18.03)
© 2018 eCapital Advisors, LLC.
At eCapital Advisors, we build long-term
relationships and exceptional analytics
solutions for leading organizations.
We’re business partners that take our
commitment to service far beyond technical
deliverables.
We’re dedicated to ongoing excellence, and
we help the people we work with feel
enabled, empowered, accomplished.
2
Who We Are
© 2018 eCapital Advisors, LLC.
We Are Established
• 80+ Employees
• Teams based in 14 states
• $25+ Million in revenue and growing
• 22% Annual Growth
• 300+ Global Customers
• Capabilities:
• Performance Management
• Business Analytics
• Data Architecture, Data Governance,
Cognitive & Predictive Analytics,
Visualization and Self-service
• Implementations and upgrades
• eCapital University
• Advisory, Roadmaps, Hosting Services,
Managed Services
3© 2018 eCapital Advisors, LLC.
Our Expertise Spans Industries
4
One of our greatest strengths is our diverse industry expertise
Retail Healthcare Financial Manufacturing Education Transportation
© 2018 eCapital Advisors, LLC.
IBM Clients
eCap Customers
© 2018 eCapital Advisors, LLC.
© 2018 eCapital Advisors, LLC.
7
PBCS March Release
PBCS Monthly Webinars
© 2018 eCapital Advisors, LLC.
8
What is PBCS
New
Features
Support
Update
Today’s Webinar
© 2018 eCapital Advisors, LLC.
PBCS March Release
What is PBCS?
9
© 2018 eCapital Advisors, LLC.
PBCS March Release
Why Choose PBCS?
10
• Faster Innovation
• Faster pace to product
innovation
• Modern, global platform
• Shorter upgrade cycle
• Faster Deployment
• Pre-installed and pre-
configured
• User experience-focused
design
• Seamless integration
• Lower Cost
• Reduced infrastructure
cost
• Reduced IT maintenance
cost
• Reduced customization
and upgrade cost
• Lower Risk
• Reduced administrative
burden
• Guaranteed system
availability
• Scalable platform for
future expansion
© 2018 eCapital Advisors, LLC.
PBCS March Release
Don’t Forget About EPBCS!
11
© 2018 eCapital Advisors, LLC.
PBCS March Release
Don’t Forget About EPBCS!
12
© 2018 eCapital Advisors, LLC.
PBCS March Release
Smart View Excel Add-in
13
© 2018 eCapital Advisors, LLC.
PBCS March Release
14
What is PBCS
New
Features
Support
Update
Today’s Webinar
© 2018 eCapital Advisors, LLC.
PBCS March Release
New in March
15
© 2018 eCapital Advisors, LLC.
PBCS March Release
Oracle Cloud Customer Connect
16
Release Info
Upcoming Events
Q&A Forums
© 2018 eCapital Advisors, LLC.
PBCS March Release
Documentation Feedback
17
© 2018 eCapital Advisors, LLC.
PBCS March Release
Monthly Update Schedule
18
Test Production
© 2018 eCapital Advisors, LLC.
PBCS March Release
New Application Creation Page
19
© 2018 eCapital Advisors, LLC.
PBCS March Release
New Script to Generate Audits
20
© 2018 eCapital Advisors, LLC.
PBCS March Release
Support of Infolets
21
© 2018 eCapital Advisors, LLC.
PBCS March Release
Designing Infolets
22
© 2018 eCapital Advisors, LLC.
PBCS March Release
Anatomy of an Infolet
Front View (Status, Counts, Totals)
Back View (Graph)
Expanded View (Additional Details)
Infolet Sizes
Start with building Dashboards
Apply the 10/90/90 Rule of Thumb
Smart View with Navigation Flows
23
© 2018 eCapital Advisors, LLC.
PBCS March Release
Schedulable Job Type – Optimize Agg
24
© 2018 eCapital Advisors, LLC.
PBCS March Release
New Simplified Interface Video
25
© 2018 eCapital Advisors, LLC.
PBCS March Release
Standard Interface Support Removed
26
© 2018 eCapital Advisors, LLC.
PBCS March Release
27
What is PBCS
New
Features
Support
Update
Today’s Webinar
© 2018 eCapital Advisors, LLC.
PBCS March Release
Classic Dimension Editor
28
© 2018 eCapital Advisors, LLC.
PBCS March Release
Reporting Studio - Desktop Client
29
© 2018 eCapital Advisors, LLC.
PBCS March Release
30
PBCS Monthly Webinars
© 2018 eCapital Advisors, LLC.
PBCS March Release
PBCS/EPBCS Monthly Update Webinar Series
http://ecapitaladvisors.com/oraclepbcsupdate/
© 2018 eCapital Advisors, LLC.
32
PBCS Top Enhancements of 2017
10. Simplified Interface
9. New Simplified Dimension Editor
8. Activity Reports Upgrades
7. Dashboarding Customizations
6. Smart Push Updates
5. Valid Intersections Updates
4. Loading Metadata with Data Management
3. Custom Navigation Flows
2. Integrated Business Process
1. Strategic Modeling Module
© 2018 eCapital Advisors, LLC.
Bob Usset
busset@ecapitaladvisors.com
Manager, EPM Practice
Ryan Koehler
rkoehler@ecapitaladvisors.com
Manager, EPM Practice
Questions? Please contact us!
© 2018 eCapital Advisors, LLC.

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Oracle PBCS Update - March 2018

  • 1. March PBCS Updates Oracle’s Planning and Budgeting Cloud March Release (18.03) © 2018 eCapital Advisors, LLC.
  • 2. At eCapital Advisors, we build long-term relationships and exceptional analytics solutions for leading organizations. We’re business partners that take our commitment to service far beyond technical deliverables. We’re dedicated to ongoing excellence, and we help the people we work with feel enabled, empowered, accomplished. 2 Who We Are © 2018 eCapital Advisors, LLC.
  • 3. We Are Established • 80+ Employees • Teams based in 14 states • $25+ Million in revenue and growing • 22% Annual Growth • 300+ Global Customers • Capabilities: • Performance Management • Business Analytics • Data Architecture, Data Governance, Cognitive & Predictive Analytics, Visualization and Self-service • Implementations and upgrades • eCapital University • Advisory, Roadmaps, Hosting Services, Managed Services 3© 2018 eCapital Advisors, LLC.
  • 4. Our Expertise Spans Industries 4 One of our greatest strengths is our diverse industry expertise Retail Healthcare Financial Manufacturing Education Transportation © 2018 eCapital Advisors, LLC.
  • 5. IBM Clients eCap Customers © 2018 eCapital Advisors, LLC.
  • 6. © 2018 eCapital Advisors, LLC.
  • 7. 7 PBCS March Release PBCS Monthly Webinars © 2018 eCapital Advisors, LLC.
  • 8. 8 What is PBCS New Features Support Update Today’s Webinar © 2018 eCapital Advisors, LLC. PBCS March Release
  • 9. What is PBCS? 9 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 10. Why Choose PBCS? 10 • Faster Innovation • Faster pace to product innovation • Modern, global platform • Shorter upgrade cycle • Faster Deployment • Pre-installed and pre- configured • User experience-focused design • Seamless integration • Lower Cost • Reduced infrastructure cost • Reduced IT maintenance cost • Reduced customization and upgrade cost • Lower Risk • Reduced administrative burden • Guaranteed system availability • Scalable platform for future expansion © 2018 eCapital Advisors, LLC. PBCS March Release
  • 11. Don’t Forget About EPBCS! 11 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 12. Don’t Forget About EPBCS! 12 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 13. Smart View Excel Add-in 13 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 14. 14 What is PBCS New Features Support Update Today’s Webinar © 2018 eCapital Advisors, LLC. PBCS March Release
  • 15. New in March 15 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 16. Oracle Cloud Customer Connect 16 Release Info Upcoming Events Q&A Forums © 2018 eCapital Advisors, LLC. PBCS March Release
  • 17. Documentation Feedback 17 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 18. Monthly Update Schedule 18 Test Production © 2018 eCapital Advisors, LLC. PBCS March Release
  • 19. New Application Creation Page 19 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 20. New Script to Generate Audits 20 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 21. Support of Infolets 21 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 22. Designing Infolets 22 © 2018 eCapital Advisors, LLC. PBCS March Release Anatomy of an Infolet Front View (Status, Counts, Totals) Back View (Graph) Expanded View (Additional Details) Infolet Sizes Start with building Dashboards Apply the 10/90/90 Rule of Thumb
  • 23. Smart View with Navigation Flows 23 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 24. Schedulable Job Type – Optimize Agg 24 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 25. New Simplified Interface Video 25 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 26. Standard Interface Support Removed 26 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 27. 27 What is PBCS New Features Support Update Today’s Webinar © 2018 eCapital Advisors, LLC. PBCS March Release
  • 28. Classic Dimension Editor 28 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 29. Reporting Studio - Desktop Client 29 © 2018 eCapital Advisors, LLC. PBCS March Release
  • 30. 30 PBCS Monthly Webinars © 2018 eCapital Advisors, LLC. PBCS March Release
  • 31. PBCS/EPBCS Monthly Update Webinar Series http://ecapitaladvisors.com/oraclepbcsupdate/ © 2018 eCapital Advisors, LLC.
  • 32. 32 PBCS Top Enhancements of 2017 10. Simplified Interface 9. New Simplified Dimension Editor 8. Activity Reports Upgrades 7. Dashboarding Customizations 6. Smart Push Updates 5. Valid Intersections Updates 4. Loading Metadata with Data Management 3. Custom Navigation Flows 2. Integrated Business Process 1. Strategic Modeling Module © 2018 eCapital Advisors, LLC.
  • 33. Bob Usset busset@ecapitaladvisors.com Manager, EPM Practice Ryan Koehler rkoehler@ecapitaladvisors.com Manager, EPM Practice Questions? Please contact us! © 2018 eCapital Advisors, LLC.