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EPM Planning User


Enterprise Performance Management solutions provide a platform that enables you to model and present information to make important strategic decisions. Investing in an EPM solution is just the beginning, it is critical to invest in educating your employees on best practices on how to effectively utilize the tool.

This one day instructor lead EPM Reporting course focuses on the end-user experience providing the opportunity to learn how to use an EPM application effectively and efficiently. The course is delivered by an instructor who has real world experience in using, maintaining, and implementing EPM solutions. The course begins with general EPM terminology and quickly transitions into illustrating best practices on entering and reporting data.

Success is determined in the eyes of the end user!

Audience Prerequisite
New Users | Budget Analysts | Managers Not Applicable


Net Weaver (NW) Microsoft (MS) Analytics Cloud
  • BPC 7.5
  • EPM10.0
  • EPM 10.1
  • BPC 7.5
  • EPM10.0
  • EPM 10.1
  • Active release


1 day instructor led interactive class – Remote
1 day instructor led interactive class – On-site


Located on the left navigation bar:

  • Select “EPM Reporting” from the drop-down list
  • Enter desired release in the comments field (i.e. NW EPM10)
  • Classes are available based on demand.

Please be sure to enter your name, company and valid company email address in order to receive confirmation. Billing information will be included with course confirmation.


Includes but is not limited to the following:

  • Logging into BPC Excel
  • Logging into BPC Web
  • BPC Excel Menu
  • Action Pane
  • Application Overview
  • Navigation between Applications
  • Dimensionality Overview
  • Using Reports & Input Schedules
  • Creating simple reports
  • Expansion & Suppression
  • Using Properties & Filters
  • Basic Formatting
  • Your Application Specific:
    • Business Process Flows
    • Input Templates
    • Logic
      • Sales / Cost Plan
      • Expense Plan: OpEx / HR / CapEx
      • Currency Translations
      • Allocations
    • Reports