1Z0-1080
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EPM Planning
The exam validates a consultant’s ability to configure Oracle EPM Cloud Planning, covering platform fundamentals, application design, data forms, business rules, and workflow to deliver effective planning solutions.
105
Minutes
55
Questions
60
Passing Score
$245
Exam Cost
Who Should Take This
It is aimed at junior to mid‑level consultants who have 1–2 years of hands‑on experience with Oracle EPM Cloud Planning and seek to formalize their expertise. They want to demonstrate mastery of implementation tasks, improve client confidence, and advance toward senior advisory roles.
What's Covered
1
EPM Cloud Platform Fundamentals
2
Application Design and Configuration
3
Data Forms and Dashboards
4
Business Rules and Calculations
5
Approvals and Workflow
6
Data Integration and Migration
7
Reporting and Analysis
8
Advanced Planning Features
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
71 learning goals
1
EPM Cloud Platform Fundamentals
2 topics
EPM Cloud Architecture
- Identify EPM Cloud service components including Planning, Financial Consolidation, Profitability, Account Reconciliation, and Data Management.
- Describe EPM Cloud deployment architecture including environments, POD types, daily maintenance windows, and service instance provisioning.
- Explain EPM Cloud navigation including the home page, Navigator, cluster shortcuts, and Announcement tiles for user orientation.
- Configure EPM Cloud service administration tasks including user provisioning, role assignment, and environment refresh operations.
Security and Access Control
- Identify predefined EPM Cloud roles including Service Administrator, Power User, Planner, Viewer, and their permission scopes.
- Configure identity domain integration with SAML-based SSO for EPM Cloud single sign-on across Oracle and third-party identity providers.
- Implement data access security using security filters, member-level access grants, and provisioning rules for Planning dimensions.
- Analyze access control requirements to design role-based security models that balance user autonomy with data protection across EPM applications.
2
Application Design and Configuration
3 topics
Application Creation
- Describe Planning application types including standard, module-based, and freeform and their intended use cases.
- Configure application settings including plan types, cube selections, currency settings, time periods, and fiscal year definitions.
- Implement module-based applications using pre-built Planning modules including Financials, Workforce, Capital, Projects, and Strategic Modeling.
- Analyze business requirements to select the appropriate application type and module combination for enterprise planning needs.
Dimension Design
- Identify Planning dimension types including Account, Entity, Scenario, Version, Period, Year, Currency, and custom dimensions.
- Configure dimension properties including alias tables, member formulas, data storage types, and user-defined attribute assignments.
- Implement dimension hierarchies using parent-child relationships, alternate hierarchies, attribute dimensions, and shared members.
- Design dimension structures that optimize query performance while supporting reporting, allocation, and consolidation requirements.
Smart Lists and Variables
- Describe Smart Lists as custom dropdown selections bound to dimension members or free-text values for data entry standardization.
- Configure Smart Lists with entries, member mappings, and form associations for controlled vocabulary in Planning forms.
- Implement substitution variables for dynamic period, scenario, and version references across forms, rules, and reports.
- Configure custom navigation flows and action menus using task lists and dashboards for guided user workflows.
3
Data Forms and Dashboards
2 topics
Data Form Design
- Identify data form components including rows, columns, POV, page dimensions, and form properties.
- Configure simple and composite forms with suppression options, formatting rules, and cell-level validations for data entry.
- Implement dynamic member selections using functions, substitution variables, and cross-dimensional operators in form definitions.
- Configure ad hoc grids with member selection panels, keep-only, remove-only, and pivot operations for interactive analysis.
- Analyze user workflow requirements to design form hierarchies with task lists that guide planners through the budgeting cycle.
Dashboards and Infolets
- Describe dashboard components including charts, grids, tiles, and Infolets and their interaction capabilities.
- Configure dashboards with linked objects, runtime prompts, drill-through definitions, and conditional formatting for executive reporting.
- Implement Infolet pages with KPI tiles, trend sparklines, and drill-down paths for at-a-glance performance monitoring.
- Evaluate dashboard design patterns to create executive-level views that surface material variances and planning exceptions.
4
Business Rules and Calculations
2 topics
Calculation Manager
- Describe Calculation Manager components including rules, rulesets, templates, variables, and deployment regions.
- Implement business rules using script components, conditional logic, loops, and member set functions for allocation and spreading.
- Configure rule launch behavior with runtime prompts, form-attached rules, and right-click menu actions for interactive planning.
- Optimize business rule performance using BSO and ASO techniques including aggregation scripts, FIX statements, and parallel execution.
Groovy Scripting
- Describe the Groovy scripting framework in EPM Cloud including the Calculation Manager API, DataGrid operations, and REST integration.
- Implement Groovy business rules for complex logic including conditional data movements, external REST calls, and email notifications.
- Configure Groovy scripts that interact with Smart Push, data maps, and job scheduling for automated inter-cube synchronization.
- Analyze automation requirements to design Groovy-based solutions extending native Planning capabilities beyond standard business rules.
5
Approvals and Workflow
2 topics
Planning Approvals
- Identify approval workflow states including Not Started, First Pass, Under Review, Approved, Distributed, and Sign Off.
- Configure approval unit hierarchies, ownership assignments, and routing paths for multi-level budget approval processes.
- Implement approval notifications, annotations, copy data actions, and validation rules triggered during state transitions.
- Analyze organizational requirements to design workflow paths that enforce segregation of duties and budget governance controls.
Task Lists and Scheduling
- Describe task list components including instructions, dependency links, alerts, due dates, and completion tracking.
- Configure task lists with sequenced steps, embedded form links, rule launches, and URL references for guided planning cycles.
- Implement job scheduling using EPM Automate, REST APIs, and scheduled rule execution for batch processing automation.
6
Data Integration and Migration
2 topics
Data Management
- Identify data integration methods for Planning including Data Management, Smart Push, data maps, and flat file import/export.
- Configure Data Management integration with source systems including mappings, locations, import formats, and data load rules.
- Implement data validation rules, drill-through definitions, and process monitoring for end-to-end data loading and reconciliation.
- Analyze data flow requirements to design integration architectures supporting real-time and batch loading from multiple sources.
Migration and Lifecycle
- Describe migration utilities including snapshot export/import, artifact management, and LCM for application lifecycle operations.
- Configure snapshot operations for environment cloning, disaster recovery backups, and cross-environment artifact promotion.
- Implement metadata and data migration strategies using flat files, outlines, and API-based loading for cloud conversions.
- Evaluate migration approaches to design cutover plans minimizing downtime and ensuring data integrity during cloud transitions.
7
Reporting and Analysis
2 topics
Financial Reporting
- Identify Financial Reporting Studio components including report objects, grids, charts, text boxes, and conditional suppression.
- Configure financial reports with dynamic member selections, expansion formulas, variance calculations, and book-level security.
- Implement report books with bursting, scheduling, and distribution for automated reporting cycles.
Smart View and Ad Hoc
- Describe Smart View capabilities including ad hoc analysis, function grids, POV management, and connection configuration.
- Configure Smart View connections and shared templates for consistent Excel-based analysis across Planning applications.
- Implement Smart View functions including HsGetValue, HsSetValue, member selection functions, and VBA macros for automated reporting.
- Evaluate reporting architectures to recommend the optimal combination of Financial Reporting, Smart View, and dashboards.
8
Advanced Planning Features
3 topics
Predictive Planning and Sandboxes
- Describe Predictive Planning capabilities including statistical forecasting, trend detection, seasonality, and prediction methods.
- Configure Predictive Planning with historical data ranges, prediction levels, and forecast confidence interval visualization.
- Implement sandbox environments for what-if scenario analysis, plan comparison, and sandbox promotion to production.
- Analyze forecasting requirements to select statistical methods and sandbox strategies for enterprise scenario planning.
EPM Automate and REST API
- Identify EPM Automate command categories including data management, maintenance, migration, and user provisioning.
- Configure EPM Automate scripts for automated data loading, snapshot management, and scheduled business rule execution.
- Implement REST API integrations for programmatic metadata management, data loading, job monitoring, and custom workflows.
- Evaluate automation approaches to design orchestration pipelines minimizing manual intervention in recurring planning cycles.
Planning Modules Deep Dive
- Describe Workforce Planning module features including compensation modeling, headcount planning, merit increases, and position budgeting.
- Configure Capital Planning module for asset acquisition, depreciation schedules, disposal scenarios, and capital expenditure forecasting.
- Implement Strategic Modeling for long-range planning including balance sheet projections, debt scheduling, and valuation analysis.
- Analyze enterprise requirements to design multi-module deployments integrating workforce, capital, and financial planning data flows.
Scope
Included Topics
- All domains in the Oracle EPM Cloud Planning exam (1Z0-1080): EPM Cloud architecture, application design, dimensions, forms, dashboards, business rules, approvals, data integration, and reporting.
- Planning module configuration: Financials, Workforce, Capital, Projects, Strategic Modeling, and custom freeform applications.
- Business rule development using Calculation Manager and Groovy including data movement, allocation, spreading, and automation.
- Data integration via Data Management, Smart Push, flat files, REST APIs, and EPM Automate for batch orchestration.
Not Covered
- Deep Essbase administration, database tuning internals, and MaxL scripting beyond Planning context.
- Financial Consolidation and Close consolidation rules, ownership management, and intercompany eliminations.
- Oracle ERP Cloud functional configuration, GL setup, and AP/AR module administration.
- Custom application development on OCI beyond EPM Cloud REST API and Groovy integration.
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