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Budgeting in Oracle



Ways to Run Reports in Oracle (PDF, 11 pages)

Mapping the Chart of Accounts (CoA)

Videos: General Navigation, CoA Entry Basics

General Navigation in Oracle (Four videos, 15 min. each: Overview, General Navigation, Run a Report, Perform an Inquiry)

Video: CoA Entry Basics (Video, 15 mins.)

Video & Guides: UCPLAN Basics

Video: UCPLAN Beyond Basics – Cubes, Dimensions, Hierarchies

Beyond the Basics. A two-hour instructor-led video about UCMPLAN dimensions, hierarchies and more. Video presentation slides

Financials Cube: A total of three instructor-led hours of video, presented in two parts. Part One | Part TwoVideo presentation slides

Guides: UCPLAN Report Types

Videos/Guides: Smart View Basics

Oracle Smart View is an Excel-based analysis tool that allows ad hoc reporting on budgeting data. It allows drag and drop, drill-down and pivoting options to manipulate data. Smart View reports can be saved offline and refreshed with the latest, real-time budgeting data from UCMPLAN.

Install Smart View for Windows (PDF, 7 pages)

Install Smart View for Mac (PDF, 20 pages)

Open Smart View Reports in Excel (PDF, 4 pages)

Video: Workaround for Warning on Data Downloads