L10 entering data using data grids
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This document provides an overview and instructions for entering data using data grids in Oracle's Financial Management software. It describes how to access and create data grids, enter and save data, spread data across time periods, calculate values, add cell text and line item details, and retrieve data from the Financial Data Quality Management system. The key functions covered include selecting members to populate rows and columns, setting grid layout and display options, and filling, saving, and submitting data.
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This document outlines a training course on Oracle's Financial Management product. The course objectives are to teach students how to create applications and load metadata and data, enter financial data, set up security and rules, manage intercompany transactions, consolidate data, and analyze financial information. The 5 day course agenda details lessons that will cover these topics. The document also provides an introduction to Oracle's Enterprise Performance Management system and its components, including Financial Management.
App a automating tasks
The document discusses task automation in Oracle's Financial Management software. It describes automating common financial tasks like allocation, calculation, translation, consolidation and journal processing. Tasks can be automated through taskflows that define stages for each task and links to sequence them. Taskflows are created by defining stages, processing rules, start events and links between stages. They can then be tested, monitored and their audit logs viewed to ensure proper execution. The purpose is to regularly perform tasks like data loads, calculations and consolidations automatically on a scheduled basis.
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L20 managing the review cycle using process management
L20 managing the review cycle using process management
L10 entering data using data grids
- 1. 10 Copyright © 2008, Oracle. All rights reserved. Entering Data Using Data Grids
- 2. Copyright © 2008, Oracle. All rights reserved. Overview At the end of this lesson, you should be able to: • Access data grids • Create data grids • Enter, save, spread, and calculate data in data grids • Enter cell text and line item detail • Retrieve data from Financial Data Quality Management
- 3. Copyright © 2008, Oracle. All rights reserved. Data Grids Overview Use data grids to enter, view, or edit data manually in Financial Management. Enter manually View Edit
- 4. Copyright © 2008, Oracle. All rights reserved. Accessing Data Grids Manage Documents button Select a grid
- 5. Copyright © 2008, Oracle. All rights reserved. Creating Data Grids New Data Grid button
- 6. Copyright © 2008, Oracle. All rights reserved. Changing Grid Layout and Display Click the Grid Settings button.
- 7. Copyright © 2008, Oracle. All rights reserved. Selecting Members for Dimensions Click to select members for point of view dimensions. Click to select members for rows and columns.
- 8. Copyright © 2008, Oracle. All rights reserved. Selecting Members for Rows and Columns A row or column is displayed on the grid for each member that you select.
- 9. Copyright © 2008, Oracle. All rights reserved. Selecting Members Through Member Lists The member list displays the children of Gross Margin.
- 10. Copyright © 2008, Oracle. All rights reserved. Saving Data Grid Settings Private data grids are displayed in the Documents list of the users who created them. Click the Save Settings button.
- 11. Copyright © 2008, Oracle. All rights reserved. Entering and Saving Data Saves data Refreshes data, discarding unsaved changes
- 12. Copyright © 2008, Oracle. All rights reserved. Filling Multiple Cells
- 13. Copyright © 2008, Oracle. All rights reserved. Spreading Data You can spread data from summary periods to base periods. Click the Submit Data button.2 Enter the amount in summary time period. 1
- 14. Copyright © 2008, Oracle. All rights reserved. Calculating Data Sales = UnitsSold * Price Right-click a cell to access the Calculate option.
- 15. Copyright © 2008, Oracle. All rights reserved. Adding Cell Text and Custom Documents Select to attach a custom document.
- 16. Copyright © 2008, Oracle. All rights reserved. Adding Line-Item Detail Adds a new row
- 17. Copyright © 2008, Oracle. All rights reserved. Retrieving Data from FDM • You can drill back from data grid cells in Financial Management to FDM. • Source documents for data are archived in FDM.
- 18. Copyright © 2008, Oracle. All rights reserved. Summary In this lesson, you should have learned to: • Access data grids • Create data grids • Enter, save, spread, and calculate data in data grids • Enter cell text and line item detail • Retrieve data from Financial Data Quality Management