Oracle

Oracle EDM and FreeForm Planning

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Oracle’s September new features list for EDM (Enterprise Data Management) contains quite a few exciting items. One particular new feature that Oracle EPM customers should be aware of is EDM’s ability to support FreeForm Planning applications. Starting this month, EDM now contains an new application type specifically for FreeForm Planning applications!

Edm Apptypes

 

The application registration process for FreeForm applications is very similar to that of regular Planning applications. The wizard directs the user through identifying the Cube(s), Application Settings, and Dimensions. Continuing reading below as we walk through an example!

 

 

First, the names of each cube that EDM will support needs to be defined.

Edm Freeform2

 

Next, the user needs to configure the application settings.

Edm Freeform3

 

After application settings, the dimensions which will be managed within EDM need to be added.

Edm Freeform4

 

Example of adding an Account dimension.

 

Edm Freeform5

 

Click Next once all dimensions have been added.

Edm Freeform6

 

Finally, the user is presented with a summary page of the configuration.

Edm Freeform7

 

 

Lastly, customers who previously used the Planning app type with EDM for FreeForm applications, can easily be convert those to the new FreeForm app type if needed.

 

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Steve Bogner, Project Manager

Steve Bogner is Project Manager with 15+ years experience within Perficient’s Corporate Performance Management practice. He is certified in several technologies including Oracle Data Relationship Management and Oracle Enterprise Data Management. He is constantly striving to ensure successful experiences with CPM technologies for his clients.

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