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Application Integration: EPM, ERP, Cloud and On-Premise – All options explained
The document outlines Oracle's approach to application integration within its Enterprise Performance Management (EPM) and Enterprise Resource Planning (ERP) systems, detailing various integration options for both on-premise and cloud environments. It emphasizes the importance of Financial Data Quality Management (FDM) and introduces the Financial Data Management Enterprise Edition (FDmee) as a solution combining ERP integration with FDM capabilities. Additionally, it discusses the integration roadmap and considerations for effective data management across different platforms.
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Application Integration: EPM, ERP, Cloud and On-Premise – All options explained
- 2. Application Integration EPM, ERP,Cloud and On-Premise – All options explained CON9532 Thursday, October 29 2015 12:00-12:45 Moscone West - 3020 Mike Casey Director EPM Product Management Oracle Confidential – Internal/Restricted/Highly RestrictedCopyright © 2015, Oracle and/or its affiliates. All rights reserved. |
- 3. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Oracle Confidential – Internal/Restricted/Highly Restricted 3
- 4. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Program Agenda Integration Overview EPM On-Premise Hybrid On-Premise to Cloud Cloud Integration and Roadmap Customer Example Q&A 1 2 3 4 Oracle Confidential 5 6
- 5. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Integration Overview Oracle Confidential – Internal/Restricted/Highly Restricted 5
- 6. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Classic EPM Integration File Excel XML Other Systems Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 Data Warehouse Data Mart Data Strategy Management Financial Close Planning & Forecasting Profitability Management Financial Reports Microsoft Office Data & Metadata Drill-Through & Write-Back Web Interface Meta-data * Metadata supported for EBS and PSFT Oracle Confidential Focused on external data sources
- 7. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Enhanced EPM Integration File Excel XML Other Systems Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 Data Warehouse Data Mart Data Strategy Management Financial Close Planning & Forecasting Profitability Management Financial Reports Microsoft Office Data & Metadata Drill-Through & Write-Back Web Interface Meta-data * Metadata supported for EBS and PSFT Oracle Confidential External and internal data sources
- 8. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Hybrid and Advanced Integration Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 File Excel Other Systems Data Warehouse Data Mart Strategy Management Financial Close Planning & Forecasting Profitability Management Cloud Applications Cloud Applications External, internal, cloud and on-premise data sources
- 9. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | EPM On-Premise Integration Oracle Confidential – Internal/Restricted/Highly Restricted 9
- 10. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | What is Financial Data Quality Management (FDM)? • FDM is a business issue defined as a practice which includes the following requirements: – Financial data collection and transformation – Repeatable processes – Documented Internal controls – Audit trails with drill- through – Ability to Write-back to source systems • Significant business challenges – Disparate source systems – Inconsistent account structure – Errors in data and metadata collection – Financial restatements – Weak controls – Lack of visibility into processes and controls – Synchronization between ERP and EPM • Benefits to following an FDM process: – Increased confidence in data – Decreased cost of compliance – Elimination of data integrity risks – Documented and defined repeatable processes – Improved cycle times during periodic processing Oracle Confidential
- 11. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Oracle EPM Delivers Confidence with FDM Investigate issues using available audit trails and dynamic drill-through Collect, transform and synchronize data from many disparate sources – ERP, File, etc. Define integrations in a single repository and run as a repeatable process Secure and control access to data and application features Oracle Confidential
- 12. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Financial Data Quality Management, Enterprise Edition Enabling Seamless Data and Metadata* Integration File Excel XML Other Systems Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 Data Warehouse Data Mart Data Strategy Management Financial Close Planning & Forecasting Profitability Management Financial Reports Microsoft Office Data & Metadata Drill-Through & Write-Back Web Interface Meta-data * Metadata supported for EBS and PSFT Oracle Confidential
- 13. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Financial Data Quality Management, Enterprise Edition • Oracle’s solution for the FDM business process – Combines ERP Integrator (ERPI) and FDM into a single product • Upgrades ERPI to FDMEE with FDM features added • Built on the Fusion Middleware platform – First available in EPM release 11.1.2.3 (CY2013) • Existing FDM customers may upgrade to FDMEE – FDM and FDMEE may be run in parallel • New customers may only install FDMEE – Legacy FDM not available starting with release 11.1.2.4 • Additional license fees are NOT required to migrate to FDMEE • FDM Adapters – Licensing remains the same Oracle Confidential
- 14. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | FDMEE – Main Product Features Source System /Import Format Define sources including files and ERPs, and then map the source columns/fields to dimensions in EPM applications Mapping Rules Identify how source dimensionality translates to target dimensionality. This is the heart of the FDMEE application Data Load Rules Create an integration definition that can be reused each period. Uses a point of view specified by the user for period, category, etc. Scripting Customize FDMEE processing using Jython or Visual Basic scripting Reporting Modify seeded reports or create new reports using BI Publisher Batch Processing Create batch definitions that can be scheduled and run in “offline” mode Data Synchronization (New in 11.1.2.4) Select EPM Applications as an integration source, including HFM journals Oracle Confidential
- 15. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Hybrid On-Premise to Cloud Oracle Confidential
- 16. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Fusion GL Cloud PBCS Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 File Excel Other Systems Data Warehouse Data Mart Strategy Management Financial Close Planning & Forecasting Profitability Management Open Interface FDMEE • Virtually any source and target • PBCS included • Non traditional use cases • Load Fusion GL Cloud • Significant competitive advantage • Available starting with on-prem FDMEE 11.1.2.4.100 Hybrid Implementation Support
- 17. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | • Add a target app of type Cloud • Enter connection details • That’s it! • Load and extract data just like an on-prem application Hybrid Implementation Support – Setup in FDMEE
- 18. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Cloud Integration for PBCS Oracle Confidential
- 19. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Data and Metadata Loading Overview • Flat file based data and metadata loading • One method to load metadata – Native Planning metadata feature • Two options for Data – Native planning or Essbase data loads – Financial Data Quality Management, Enterprise Edition • Select Data Management from workspace menu
- 20. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Metadata Loading • Available only via Planning • Flat file only • File format is the same as classic planning • Members can also be entered directly using the Planning dimension management feature
- 21. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Data Loading via Planning • Flat file only • Load as Planning or native Essbase • Source file format is the same as classic Planning or Essbase load file • All data must include valid dimensionality – Mapping is not provided
- 22. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Data and Metadata Extract via Planning • Same as on-premise Planning • Metadata – Select dimension – Extract to Excel • Data – Limited to Row, Column and POV – Extract to Excel
- 23. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | When to use Data and Metadata Features in PBCS • Only option for metadata loading • Applicable for data when transformation not required – Mapping not provided – All dimensions translated into planning dimensionality • Workflow, audit, drill-through not provided • Common use case is data in essbase load format
- 24. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Data Loading via Data Management (FDMEE) • Flat file only – Planning or ASO as targets • Any file format – Fixed width or delimited • All data must be mapped from source to target • Robust features provided to manage the data loading workflow process • Drill-through to source possible if HTTP:// landing page available • Use log files available from Process Details to investigate issues
- 25. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Data Extract via Data Management (FDMEE) • Flat file only – Planning or Essbase ASO • Use Custom Application as Target – Select option to write to file – Planning as source, custom app as target • Extract file saved in FDMEE outbox – Filename is <location>_<jobID>.dat – Click on download link in process details • Provides additional dimensionality not provided in Planning extract
- 26. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | When to use Data Management (FDMEE) • File data transformation required – Source includes dimensionality different from Planning • Workflow and Audit – Manage and control data from multiple sources • Drill- through required/desired – Open source file – Drill through via URL • Many customers start with basic loading, but transition to FDMEE as complexity increases
- 27. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Integration with Fusion GL Cloud Service • Direct integration between PBCS and Fusion GL Cloud – Generate Trial Balance in Fusion GL Cloud – Load to PBCS via Data Management • Write-back from PBCS to Fusion GL Cloud supported by FDMEE via WebCenter – Single process initiated from PBCS Oracle Confidential
- 28. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | EPMAutomate – EPMAutomate.exe • Second generation command line access for PBCS • Replaces EPMCopy • Features – Login, logout, uploadfile, downloadfile – Import, Export data – Refresh cube, runbusinessrule, runplantypemap – Listfiles, deletefile, import/export snapshot, import/export metadata Oracle Confidential Full documentation available at http://docs.oracle.com/cloud/latest/pbcs_common/CSPGS/using_epmctl.html
- 29. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | REST API • Provides a way to programatically interact with PBCS – Perform administrative tasks • EPMAutomate Utility built on top of the REST API – Available for Windows and Linux • REST Admin Guide – Complete API documentation – EPMAutomate and code samples Oracle Confidential Import metadata Import data, refresh cube, run business rule, copy data Export and download metadata and data
- 30. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Integration Roadmap Oracle Confidential
- 31. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | FDMEE for Cloud • Hybrid Implementation Support – On-Premise FDMEE 11.1.2.4.100 • EPMAutomate Enhancements – EPMCopy to be eliminated • Fuse UI • PBCS to PBCS – Move data between PBCS instances • Thin Client for on-prem integration – EBS, PSFT, SAP – Framework to into other partner solutions • Enhance flexible data export options • Updates to support ARCS, FCCS, EPRCS Oracle Confidential • Enhanced Fusion GL Cloud Integration • Convert to OLU for data loading ⁻ Includes text based loading • Support for SDM • Metadata Loading ⁻ File based, enhanced attributing • Direct file loading – no mapping ⁻ Includes Essbase format • Limited scripting with Groovy • JSON File format • Uptake common on-prem/cloud features
- 32. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Hybrid and Advanced Integration Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 File Excel Other Systems Data Warehouse Data Mart Strategy Management Financial Close Planning & Forecasting Profitability Management Cloud Applications Cloud Applications External, internal, cloud and on-premise data sources FDMEE on Premise FDMEE On Premise FDMEE EPMAutomate REST API w/ODI, Script, etc FDMEE EPMAutomate REST API w/ODI, Script, etc ICS
- 33. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Integration Considerations • Determine transformations first – How to split data and metadata? – What are the mappings between applications? • Consider lowest level and rolled up data • Transaction or bulk data – What do the source and target systems support? • What API type? – REST, SOA, command line, APEX, etc Oracle Confidential • Examples • Fusion GL Cloud and PBCS – Relatively straight forward – Level 0 to level 0 • PBCS and BICS – Reconcile data and hierarchy – REST, APEX • PBCS and SFDC ‒ Both provide REST ‒ SFDC has bulk REST API
- 34. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | FDMEE vs and ODI Getting the most out of your Investment F Raymond Fevrier Consulting Practice Manager Edgewater Ranzal UK October 29, 2015 Oracle Confidential – Internal/Restricted/Highly Restricted Presented with
- 35. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Ranzal & Associates Founded Essbase 2001 2004 20111996 2010 Planning Acquired Vertical Pitch HFM/FDM/DRM Created OBI Team OBIEE Launched Oracle Endeca Information Discovery Practice (OEID) Launched Hyperion Planning & Budgeting Cloud Service (PBCS) Acquired by Edgewater (NASDAQ: EDGW) UK Office Opened Acquired Meridian HSF 2007 20142013 Hyperion Tax Provision HTP 20122009 Created HPCM Team HPCM Exalytics 2015 Acquired Branchbird (Big Data) Ranzal Healthcare Analytics (RHA) The History of Edgewater Ranzal 36 Edgewater Ranzal is a full- service Oracle Platinum Consulting Partner with premier services in North America and regional offices in the United Kingdom
- 36. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | FDMEE and ODI Oracle Confidential ODI FDMEE Product Focus IT Department Business User/Finance Built-in mapping features Via coding or lookup tables Yes Support for EPM products Via Knowledge Modules. HFM KM not available in 11.1.2.4 Strategic product for EPM applications Large data volumes Yes Yes Requires coding It Depends It Depends Metadata Load Yes Only with PeopleSoft. Metadata to be included in FDMEE in a future release Automation Yes Yes Email Notification Yes Requires Jython scripting
- 37. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | When to Use ODI • FDMEE is the strategic product for EPM applications and has native support for the following ERP source systems: – Oracle E-Business Suite 11i, 12 – Oracle Fusion Financials – PeopleSoft Enterprise Financial Management 9.0, 9.1 – SAP ERP Financial 4.7c, ECC 6.0 enhancement pack 4.0+ – JD Edwards Enterprise version 9.0 • FDMEE provides an Open Interface Adapter which allows customers to populate data from any other source system. Oracle Confidential • We recommend the use of ODI (in conjunctions with FDMEE): – To populate data in the Open Interface Table (AIF_OPEN_INTERFACE) – With complex loads that cannot be easily accommodated by FDMEE – Client request: • Current ODI integrations • In-house DBA
- 38. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | What you Need to Know about RUL • Restricted Use License (RUL) – Embedded vs. stand alone agent • Same as “Execute via the UI” vs “batch or scheduled” – Any usage beyond embedded agent requires a full use license – Essbase KM requires full use license except for HPCM – EPM users during FY11 (June 2011) may use stand alone agent in 11.1.1.7 – Target has to be an EPM application • Knowledge Modules for Planning and Essbase – Load and extract data and metadata – HPCM uses Essbase KM – HFM KM is not available Oracle Confidential
- 39. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | ODI for FDMEE RUL Simplified * The RUL for most EPM products restricts the use of the ODI agent which means you can’t fully automate your process No Loading to the Open Interface Table Create ODI Interfaces in a separate database repository then import Scenario into FDMEE DB Repository Metadata Target Applications (i.e. Essbase…) RUL* Metadata or Data Data Yes • RUL for FDMEE – Use to load into Open Interface table. For metadata, use target application RUL – Use separate repository for custom integrations then migrate Scenarios to FDMEE – Modification of FDMEE scenarios only including open interface, JDE or SAP adapter only – If modifying SAP adapter, please engage Bristlecone
- 40. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Use Case for ODI with FDMEE • Source system was an EBS custom table • Client wanted to load 7 employee attributes with: – Combination of SmartList and Text Data Types (i.e. Position, which required data to be loaded to a Planning table then to Essbase) – Complex calculations (i.e. FTE) • Manual load was taking at least 4 hours per period using SmartView
- 41. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Use Case Implementation • Jython vs ODI: – Went with ODI since the client is implementing OBIA (which now uses ODI) • No ODI license so we: 1. Created the ODI integrations in a separate DB repository 2. Generated ODI Scenarios (an ODI executable) from the integrations 3. Exported the Scenarios then imported them into the FDMEE DB repository 4. In FDMEE, created a simple Jython event script that calls the ODI Scenario in the background
- 42. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Source and Target Systems • Source System: Custom EBS Table (EMP_ATTRIBUTE) – Multiple data fields • Target: FDMEE Open Interface Table (AIF_OPEN_INTERFACE) – One data field
- 43. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | End-to-End Process ODILoads FDMEE
- 44. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Interfaces in Custom ODI Repository
- 45. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Packages in ODI
- 46. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | 3-Step Migration in ODI FDMEE Repository Custom Repository Import the Scenario into the FDMEE Repository 3 Generate a Scenario out of the ODI Package 1 Export the Scenario from the Custom ODI Repository 2
- 47. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | BefImport Script
- 48. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Better Return on Investment • ODI is available for free with FDMEE • Not an issue if migrating from FDM Classic and/or have previous ODI integrations • Research White Paper (April 2015) • Connectivity to PBCS (using REST API) and other Big Data applications • Life Cycle Management • Data Traceability • OBIA is now bundled with ODI Oracle Confidential
- 49. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Additional Resources • Contact information – mike.casey@oracle.com – rfevrier@ranzal.com • Online documentation – http://www.oracle.com/technetwork/middleware/epm/documentation/index.html – http://docs.oracle.com/cloud/latest/pbcs_common/index.html – http://docs.oracle.com/cd/E57185_01/index.htm • Oracle Support – http://support.oracle.com Oracle Confidential
- 50. Copyright © 2015,Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Oracle Confidential – Internal/Restricted/Highly Restricted 55
Editor's Notes
- #3 This is an OpenWorld 2015 branded Title Slide ideal for including a brief title, subtitle and presenter information. Do not customize this slide with your own background.
- #4 This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template. One of the Safe Harbor slides must be used if your presentation covers material affected by Oracle’s Revenue Recognition Policy To learn more about this policy, e-mail: Revrec-americasiebc_us@oracle.com For internal communication, Safe Harbor Statements are not required. However, there is an applicable disclaimer (Exhibit E) that should be used, found in the Oracle Revenue Recognition Policy for Future Product Communications. Copy and paste this link into a web browser, to find out more information. http://my.oracle.com/site/fin/gfo/GlobalProcesses/cnt452504.pdf For all external communications such as press release, roadmaps, PowerPoint presentations, Safe Harbor Statements are required. You can refer to the link mentioned above to find out additional information/disclaimers required depending on your audience.
- #6 This is a Section Header with Picture slide ideal for including a picture with a brief title and optional subtitle. This slide can also be used as a Q and A slide. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy this background to another presentation on PC Locate and open the presentation where you will be placing this artwork. Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy this background to another presentation on Mac Locate and open the presentation where you will be placing this artwork. Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates.
- #10 This is a Section Header with Picture slide ideal for including a picture with a brief title and optional subtitle. This slide can also be used as a Q and A slide. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy this background to another presentation on PC Locate and open the presentation where you will be placing this artwork. Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy this background to another presentation on Mac Locate and open the presentation where you will be placing this artwork. Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates.
- #11 FDM is a business issue for ALL companies that desire to closely manage the processes related to data acquisition and data management for their performance management applications. The business challenges are…see the list above The business requirements for FDM include..see the list above What do you get when you follow an FDM process…see the list above
- #12 FDMEE supports the notion of financial data quality management from end to end.
- #15 This is a sample Table slide, ideal for comparing data by year, product, revenues, etc. To Edit this Table, follow the steps below (this applies to all slides in this template that contain tables): To Change Text in Table: Select text in table. Begin typing desired text. To move from one cell to another, press Tab. To Change Font Color/Size: Select text, right-click and adjust the font setting on the Mini toolbar. Select desired attributes to change: font, size, boldness, color, etc. Note: many of the same commands can also be accessed from the Font group of the Home tab. To Insert or Delete Rows in Table: To delete a row place cursor in a cell of the row, right-click for a pop up menu, select Delete Row. To Insert a row, place cursor in the row you want to place a row before, right-click for a pop up menu, select Insert and make a selection from the submenu. You can also use the Insert and Delete Rows and Columns tools on the Table Tools Layout tab to perform these actions. To Insert or Delete Columns in Table: To delete a column, place cursor above the column (you will see a solid downward pointing arrow) click to select the column, right-click on the selected column, chose Delete Column from the pop up menu. To insert a column, place cursor above the column you wish to insert the new column before (you will see a solid downward pointing arrow) click to select the column, right-click for a pop up menu, select Insert and make a selection from the submenu. You can also use the Insert and Delete Rows and Columns tools on the Table Tools Layout tab to perform these actions. To Highlight a Cell, Column or Row (for emphasis): Click to select an individual cell or click and drag through the desired column(s) or row(s). From the Table Tools Design tab, select the Shading button and select a desired fill color. (Note: It is best to use white text over dark backgrounds and black or dark gray text over light backgrounds.) While a table is selected, other formatting options are available on the Table Tools Design and Layout tabs.
- #16 This is a Section Header with Picture slide ideal for including a picture with a brief title and optional subtitle. This slide can also be used as a Q and A slide. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy the Customized Background from Another Presentation on PC Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy the Customized Background from Another Presentation on Mac Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates.
- #19 This is a Section Header with Picture slide ideal for including a picture with a brief title and optional subtitle. This slide can also be used as a Q and A slide. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy the Customized Background from Another Presentation on PC Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy the Customized Background from Another Presentation on Mac Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates.
- #31 This is a Section Header with Picture slide ideal for including a picture with a brief title and optional subtitle. This slide can also be used as a Q and A slide. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy the Customized Background from Another Presentation on PC Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy the Customized Background from Another Presentation on Mac Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates.
- #35 This is an OpenWorld 2015 branded Title slide ideal for including partner or product logo with a brief title, subtitle and presenter information. Do not customize this slide with your own background. To Replace the LOGO on this sample slide: Right-click the sample LOGO and choose Change Picture. Navigate to the location where the new logo is stored, select desired logo file and click on the Open button to replace the sample logo. To copy this background to another presentation on PC Locate and open the presentation where you will be placing this artwork. Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy this background to another presentation on Mac Locate and open the presentation where you will be placing this artwork. Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates.
- #56 This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template. One of the Safe Harbor slides must be used if your presentation covers material affected by Oracle’s Revenue Recognition Policy To learn more about this policy, e-mail: Revrec-americasiebc_us@oracle.com For internal communication, Safe Harbor Statements are not required. However, there is an applicable disclaimer (Exhibit E) that should be used, found in the Oracle Revenue Recognition Policy for Future Product Communications. Copy and paste this link into a web browser, to find out more information. http://my.oracle.com/site/fin/gfo/GlobalProcesses/cnt452504.pdf For all external communications such as press release, roadmaps, PowerPoint presentations, Safe Harbor Statements are required. You can refer to the link mentioned above to find out additional information/disclaimers required depending on your audience.