| Infor d/EPM: v12 Overview of Office Integration |
The purpose of this course/training is to give an overview to Office Integration as well as highlighting new functionalities in it. |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2022.05 Using Action Generator in Workforce Budgeting |
Workforce Budgeting supports adjustment of salary, supplemental pay or benefit actions for multiple positions or position assignments using the Action Generator dashboard. |
0.25 Hours |
Partners,Employees |
| Infor d/EPM: v2022.02 Customizing Consolidation Landing Page |
The purpose of this course/training is to give you guidance how the standard Landing page can be adapted to customer requirements. |
0.25 Hours |
Partners,Employees |
| Infor d/EPM: v2022.01 What's New in Business Applications and Workflow |
This training shows attendees Business Application Features and Workflow enhancements in 2022.10. |
0.25 Hours |
Partners,Employees |
| Infor d/EPM: v2022.03 RT What's New |
This course provides overview of the new features of Infor d/EPM in v. 2022.03. |
0.25 Hours |
Partners,Employees |
| Infor d/EPM: v2022.04 RT What's New |
This course provides overview of the new features of Infor d/EPM in v. 2022.04. |
0.25 Hours |
Partners,Employees |
| Infor d/EPM: v2022.06 RT What's New |
This course provides overview of the new features of Infor d/EPM in v2022.06. |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2022.07 RT What's New |
This course presents what's new in the cloud for Infor d/EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2022.09 RT What's New |
This course provides overview of the new features of Infor d/EPM in v. 2022.09. |
0.25 Hours |
Partners,Employees |
| Infor d/EPM: Overview of Writeback Rules |
This is only an overview of the feature Writeback Rules. A functional training will be created separately. Activation of the feature Writeback Rules is not handled in the video. This feature is not GA yet. |
0.50 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2022.10 RT What's New |
This course presents what's new in the cloud for Infor d/EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2022.12 RT What's New |
This course presents what's new in the cloud for Infor d/EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2023.01 RT What's New |
This course presents what's new in the cloud for Infor d/EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2023.02 RT What's New |
This course presents what's new in the cloud for Infor d/EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2023.03 RT What's New |
This course presents what's new in the cloud for Infor d/EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor d/EPM: v2023.04 RT What's New |
This course presents what's new in the cloud for Infor d/EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor EPM: v2023.05 RT What's New |
This course presents what's new in the cloud for Infor EPM |
0.25 Hours |
Partners,Customers,Employees |
| Infor EPM: v2023.06 RT What's New |
This course presents what's new in the cloud for Infor EPM |
0.25 Hours |
Partners,Customers,Employees |
| EPM: v2023.07 RT Introducing New Enhancements |
This course presents what's new in the cloud for Infor EPM |
0.25 Hours |
Partners,Employees |
| EPM: v2023.08 RT Introducing New Enhancements |
This course presents what's new in the cloud for Infor EPM |
0.25 Hours |
Partners,Employees |
| EPM: v2023.09 RT Introducing New Enhancements |
This course presents what's new in the cloud for Infor EPM |
0.25 Hours |
Partners,Employees |
| Infor EPM: v2024.10 RT Using Financial Consolidation Improvements |
Enhancements to API library, custom Sequences, Landing Page enhancements, UK/US GAAP Balance Sheet reporting, UX Enhancements, performance improvements​. |
0.33 Hours |
Partners,Customers,Employees |
| Infor EPM: v2024.10 RT Using Financial Reporting Application |
The Financial Reporting tool is used to integrate with an organization's accounting or financial systems to provide users with insights into their financial performance. With the Financial Reporting application, users can extract and display financial data in various forms, such as balance sheets and income statements, analyze the results using Key Performance Indicators (KPIs), and present these KPIs through charts and graphs. As within other modules, Business Modeling is used for managing this business application. |
0.67 Hours |
Partners,Customers,Employees |
| EPM: Using OLAP Changelog |
The purpose of this course is to understand how to use OLAP changelog. Information how the OLAP changelog tracks value changes through user writebacks, splashing, data imports, and data area operations. Starting with feature release 2025.04, this functionality is also available in the Infor multi-tenant cloud. The training covers: A brief introduction to the OLAP changelog; Configuration of the changelog in both multi-tenant and on-premise environments; The schema of changelog data objects in the Infor Data Lake; Information on maintaining changelog data |
0.17 Hours |
Partners,Customers,Employees |
| EPM: Introducing Undo/Redo Functions for Ad-hoc Reports |
This course shows how to use undo and redo functions to quickly revert or restore changes made while creating Ad-hoc report. |
0.17 Hours |
Partners,Employees |
| EPM: Introducing Axis Expansion Reset in Reports |
This course provides a high-level overview of how to reset manually expanded / collapsed states in an Ad-hoc report. |
0.17 Hours |
Partners,Employees |
| EPM: Introducing Attribute and Value-Based Data Filtering in Ad-hoc Reports |
This course provides a high-level overview on how to efficiently filter data using text or value criteria in Ad-hoc Reports |
0.33 Hours |
Partners,Employees |
| EPM: Using the Standard Consolidation Report to Jump to a Custom Application Studio Report |
This course covers setting up prerequisites, demonstrates creating custom reports with a specific naming convention, and defines custom jumps for standard reports, focusing on Intercompany Reconciliation Status and Transaction Intercompany Data Entry Status. |
0.17 Hours |
Partners,Employees |
| EPM: Using Custom Entity Status in Consolidation Landing Page |
This course details the product use of the Custom Entity Status in the Consolidation Landing Page introduced in this release. |
0.08 Hours |
Partners,Employees |
| EPM: Introducing Financial Reporting Enhancements |
This course details the Financial Reporting Enhancements introduced in the 2025.04 release. |
0.10 Hours |
Partners,Employees |
| EPM: Introducing New Enhancements |
This course provides an overview of all the improvements, enhancements, and new features introduced in the 2025.04 release. |
0.17 Hours |
Partners,Employees |
| EPM: Using OLAP Changelog |
This course provides information on how the OLAP changelog tracks value changes resulting from user writebacks, splashing, data imports, and data area operations. |
0.17 Hours |
Partners,Employees |
| EPM: Introducing OLAP Enhancements |
This course provides a high-level overview of the latest improvements in OLAP, focusing on enhanced functionality and performance in version 2025.04. |
0.17 Hours |
Partners,Employees |
| EPM: Using Semi-Additive Measures Over Time |
This course provides a guide to implementing support for semi-additive measures in OLAP. |
0.25 Hours |
Partners,Employees |
| Infor EPM: March 2025 Office Hours |
Agenda of this session: 2024 Accomplishments 2025 Roadmap Upcoming EPM Community Upcoming 2025 April Release Highlights Upcoming 2025 April Release Deep Dive |
01 Hours |
Partners,Employees |
| Infor EPM: April 2025 Office Hours |
Agenda of this session: Office Hours Schedule update April & June 2025 New Community update EPM Updates and news |
01 Hours |
Partners,Employees |
| EPM: Introducing Calculations in Ad-hoc Reports |
The purpose of this course is to present details of creating custom calculations in Ad-hoc Report. (Feature Release 2025.10) |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Introducing Alternative Reporting Structures in Balance Sheet Reports |
The purpose of this course is to inform the users about the two new reporting structures for the Consolidation Balance Sheet, which must be configured in Business Modeling. This training is applicable to Infor EPM version 2025.06. (Feature Release 2025.10) |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Introducing GenAI Summary in Balance Sheet and Income Statement Reports |
The purpose of this course is to introduce the AI Summary toolbar option in Financial Consolidation to initialize GenAI prompts for Balance Sheet and Income Statement reports. Please note that GenAI requires an additional setup in the farm as well as an activation for EPM. (Feature Release 2025.10) |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Using Intercompany Matching Detail and Transaction Data Entry Detail reports |
The purpose of this course is to provide steps on how to use Intercompany Matching Detail and Transaction Data Entry Detail reports for Intercompany Reconciliation. This training is applicable to Infor EPM version 2025.04. |
|
Partners,Customers,Employees |
| EPM: Introducing Local Package - Creation and Deployment in CloudSuite Portal |
This course provides an overview of creating and deploying an? EPM Local Package in the CloudSuite Self-Service Portal. (Feature Release 2025.10) |
0.25 Hours |
Partners,Employees |
| EPM: Introducing OLAP Modeling Enhancements |
The purpose of this course is to introduce the OLAP Modeling enhancements related to the October 2025 release. (Feature Release 2025.10) |
0.33 Hours |
Partners,Employees |
| EPM: Introduction to OLAP Modeling |
This course provides a high-level introduction to OLAP modeling, exploring its purpose, common use cases, and its role in multidimensional data analysis for decision-making. |
01 Hours |
Partners,Customers,Employees |
| Infor EPM and GenAI: The KEG AI-Series |
This series is intended to share the latest developments, smart ideas, and interesting facts around GenAI and Infor EPM from the team for the team. |
0.50 Hours |
Partners,Customers,Employees |
| EPM: Introducing Calculations in Ad-hoc Reports |
The purpose of this course is to present details of creating custom calculations in Ad-hoc Report. This training is applicable for Infor EPM version 2025.10. |
0.25 Hours |
Partners,Customers,Employees |
| Using Account Reconciliation (Intercompany) Report Enhancements |
The purpose of this course is to demonstrate Account Reconciliation (Intercompany) Report Enhancements. (Feature Release 2025.10) |
0.10 Hours |
Partners,Customers,Employees |
| EPM: Introducing Calculations in Ad-hoc Reports |
The purpose of this course is to present details of creating custom calculations in Ad-hoc Report. |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Introducing OLAP Modeling Enhancements |
The purpose of this course is to introduce the OLAP Modeling enhancements related to the October 2025 release. (Feature Release 2025.10) |
0.47 Hours |
Partners,Customers,Employees |
| EPM: Introducing Export and Import Styles Between Ad-hoc Reports |
The purpose of this course is to present details on how to export and import cell styles between Ad-hoc Report. This training is applicable for the following Infor EPM version 2025.10 |
0.17 Hours |
Partners,Customers,Employees |
| EPM: Introducing Writeback Functionality in Ad-hoc Report |
This course gives an overview of using writeback in Ad-hoc reports to update values in the OLAP database. (Feature Release 2025.10) |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Introducing Report Storage in Infor Document Management Custom Folders |
The purpose of this course is to understand how to effectively store, manage and organize financial reports using the new custom folder feature in Infor Document Management (IDM) (Feature Release 2025.10) |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Introducing OLAP Modeling Enhancements |
The purpose of this course is to introduce the OLAP Modeling enhancements related to the April 2026 release. This training is applicable for EPM platform version 2025.11 and higher. |
0.50 Hours |
Partners,Employees |
| EPM: Using Drillback from Intercompany Matching Detail Reports to LN and M3 |
This course covers drillback from Intercompany Matching Detail Reports to LN and M3. |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Using Drillback from Financial Reporting Application (FRAPP) to the Source Systems |
This course details the product use of the drillback from Financial Reporting Application (FRAPP) to the source systems introduced in this release v.2025.12. |
0.08 Hours |
Partners,Customers,Employees |
| EPM: Using Local Packages - Creation and Deployment of Local Package Using Tags |
This course provides an overview of how to create a Local Package using Tags, assign it to an application in Label Management, label relevant objects, and deploy the Local Package. Feature release v.2026.04. |
0.08 Hours |
Partners,Customers,Employees |
| EPM: Introducing Perspective and Application Context |
This introduces the new Perspective feature and its application context. Feature Release v2025.12. |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Introducing EPM Data Management in Business Modeling |
The purpose of this courseis to introduce the new EPM Data Management (EDM) functionality in Business Modeling related to the February 2026 release. Please note: The features introduced in this training are hidden behind a feature toggle and are intended for early adopters. |
0.25 Hours |
Partners,Employees |
| EPM: Introducing Subsets in Ad-hoc Reports |
Introducing subsets in ad-hoc reports delivered in the release 2026.02. This course provides a high-level overview of enhancements included in the release. |
0.25 Hours |
Partners,Employees |
| EPM: Enterprise Performance Management (EPM) Overview |
This course covers the core concepts, features, and architecture of Infor Enterprise Performance Management (EPM), a cloud-native solution designed to unify financial planning, budgeting, financial consolidation, and financial reporting on a single platform. It examines how EPM empowers organizations to make faster, data-driven decisions by aligning strategy with execution. The course explores EPM's primary capabilities, including integrated planning, financial consolidation, profitability analysis, embedded analytics, AI, and financial reporting. Participants will identify key features such as scenario modeling, what-if analysis, and robust modeling tools that accelerate budgeting processes and align plans to actuals. The course describes EPM's multi-tenant SaaS architecture implemented on Infor OS, its seamless integrations with other Infor products, hybrid environments, third-party tools, and APIs. It also examines embedded Birst analytics for data visualization and reporting, and AI capabilities including process mining, Generative AI, and Robotic Process Automation (RPA). Participants will analyze essential EPM concepts and terminology such as consolidation, cubes, data fabric, hierarchies, planning models, profitability models, and variance analysis. |
01 Hours |
Partners,Customers,Employees |
| EPM: Using the Cash Flow Report Enhancements - Source Data Analysis and Checksum Data Analysis Dialogs |
This course covers how new Source Data Analysis and Checksum Data Analysis dialogs are introduced across multiple Cash Flow reports to show where values come from, how they were calculated, and how cash-related movements reconcile across periods. The course describes the Source Data Analysis dialog, which appears in the Entity Cash Flow Final Statement and Cash Flow Group Final Statement, and is accessed by right-clicking a base value in the report grid. It identifies the underlying records displayed, including Cash Flow Account, Cash Flow Account Type, Value, Group Account, Operator, Schedule, and Previous Year/Current Year fields. The course examines the supported Cash Flow Account Types such as Schedule Detail, Closing Balance, Change Previous Year, Cash Account, and Manual. It also describes the Checksum Data Analysis dialog, which presents a structured comparison showing the Closing Balance of the Period, Opening Balance of the Period, Interim Result, Net Increase/Decrease in Cash Flow Statement, and the Checksum Difference. |
0.07 Hours |
Partners,Customers,Employees |
| EPM: Introducing C-Suite Dashboard & Reports |
This course covers the C-Suite Product Release for EPM, highlighting key features and practical benefits designed for executives. It describes the Decision Tree Platform, which offers a clear and user-friendly interface enabling seamless navigation and efficient management of everyday tasks for C-level executives, incorporating algorithms and tools tailored for comprehensive data analysis and visualization. The course explains how to align strategies, objectives, and KPIs to monitor organizational performance, where strategies set the overall direction, objectives define specific milestones, and KPIs track performance effectiveness. It demonstrates how to configure role-based permissions through the new C-Suite role created within the FRAPP application of EDM, specifically designed for CFOs. |
0.53 Hours |
Partners,Customers,Employees |
| EPM: Introducing OLAP Modeling Enhancements |
This course covers the OLAP Modeling enhancements related to the EPM, designed to strengthen the tool's capabilities and support a more complete and secure user experience. It describes the new Data Role Management Page, which provides a centralized grid-based interface to add, edit, and delete data roles and their global permissions from one location. The course explains how to manage cube access permissions using dedicated Properties and Permissions tabs for TABACC cubes, including enabling/disabling Cube Access Control, selecting or creating compliant data tables, and assigning permissions per cube and role through a grid interface. It examines the updates to Relations and Multidimensional Access Control (RAC/MDAC), introducing variant-aware UI properties for Simple MDACs, Advanced MDACs, and RACs, along with data table management, default permission settings, and cell-level permission management. The course demonstrates the new PublishCustomDataRoles script function that enables independent publishing of data roles to the repository. |
0.43 Hours |
Partners,Customers,Employees |
| EPM: Introducing Global and Private Based KPI Configuration |
This course covers how financial reporting landing pages were previously limited to globally defined KPIs where all users viewed the same KPI set regardless of role, responsibilities, or individual analytical needs. The course describes the introduction of global and private KPI configuration with role-based permissions, enabling GL Modelers to define default dashboards and users to personalize KPIs and charts, delivering flexible, role-relevant, and self-service financial reporting without losing governance. It examines the user-based customization of KPI cards on the Financial Reporting landing page, allowing users to choose between globally defined KPI layouts and their own private configurations. The course demonstrates the UI changes related to the new Global/Private dropdown selection, the logic of the Global/Private option for end users, and the capabilities of the GL User and GL Modeler application roles. |
0.12 Hours |
Partners,Customers,Employees |
| EPM: Introducing Attribute and Value-Based Data Filtering in Ad-hoc Reports |
This course covers how to apply value filters that refine data based on criteria using the data context of the current report, including conditions, value fields, aggregation functions, and visibility settings for the opposite axis. The course also describes attribute filters that refine data based on specific characteristics or properties such as hierarchy, attribute, filter type, condition, and value fields. Participants examine how to combine multiple filtering criteria using AND or OR operands in a tree-like structure, apply the NOT operand to negate criteria, switch between operands, fix invalid tree structure nodes, and delete whole subtrees. The course demonstrates how to create, edit, and delete filtering criteria at both the hierarchy and axis levels in OIS and web Ad-hoc reports. It includes use cases such as Financial Metrics Analysis using Attribute Filters, Financial Metrics in Multiple Currencies using Attribute Filters, and Product Net Revenue Analysis by Period using Value Filters. |
0.32 Hours |
Partners,Customers,Employees |
| EPM: Introducing - Opening Application Studio Report from Ad-hoc Report Widget |
This course covers enabling seamless navigation between data exploration and detailed reporting. It describes the problem of manual navigation between Ad-hoc Report and Application Studio, where filters and selections were not transferred between tools, forcing users to manually recreate their setup and increasing the risk of inconsistent reporting results. The course explains how users can create custom shortcuts in the Ad-hoc Report widget that open specific Application Studio reports, with each shortcut automatically sending current filters and selections to the target report. It demonstrates how to use the new Action button in the global toolbar to create, manage, and execute custom actions using the "Jump to Application Studio Report" action type. The course identifies the configuration options for defining custom actions, including specifying an Action Name, Description, target application, report unique name, and action availability location, each providing a different level of data context. It examines how current filters and selections are automatically passed through report parameters such as adhoc_slice_definition, adhoc_row_selections, adhoc_column_selections, and adhoc_selection_coordinates. |
0.10 Hours |
Partners,Customers,Employees |
| EPM: Using Local Packages – Creation and Deployment of Local Package using Tags |
This course covers how Local Package Tags, which are part of Infor's Time2Value (T2V) initiative, enable centralized content transport across CloudSuite environments. Participants will examine how tags are created and managed in CSSP, how they are synchronized into EPM Label Management for assigning to applications and tagging individual EPM objects, and how they define the content scope for inclusion in a Local Package. The course describes the end-to-end process of creating a tag in CSSP, assigning it to an application in EPM Label Management, labeling specific objects using the wizard, and saving the labeling configuration. It further details how to create a Local Package in CSSP by selecting the source tenant, choosing Tags as the export method, selecting applications, reviewing package options, and submitting the package. The deployment process is also covered, including selecting the target tenant, reviewing package details, submitting for deployment, and monitoring deployment status. |
0.15 Hours |
Partners,Customers,Employees |
| EPM: Using Local Packages - Creation and Deployment in CloudSuite Portal |
This course covers how Local Packages serve as the primary method for transporting custom application content and configurations between tenants (such as Dev to Test to Prod) in the MultiTenant (MT) Cloud environment. The course explains how Local Packages form part of Infor's Time2Value (T2V) initiative for centralized content transport across CloudSuite, containing selected EPM objects that can be global (like security) or application-specific (like reports). Participants will identify how EPM Local Package enhancements enable granular selection of specific content needed for transfer, extended application export across Application Studio, Application Engine, Dashboard, and Modeling, and orchestrated imports across all services. The course demonstrates the step-by-step process of creating a Local Package in the CSP, including navigating to Local Packages under Configuration Management, configuring package details such as Package Name, Source Tenant, and Package Type, selecting export options between Manual Selection and Tags, choosing applications, and performing granular content selection of both global security objects and application-specific objects. |
0.12 Hours |
Partners,Customers,Employees |
| EPM: Introducing Subsets in Ad-hoc Reports |
This course covers the introduction of OLAP subsets in Ad-hoc reports, a feature that streamlines report creation by allowing users to select specific predefined datasets for their analysis. It describes the problem where users previously had to manually sift through large hierarchies to find relevant data, repeatedly filter or search for elements, and risk missing or incorrectly including elements in reports. The course explains how OLAP subsets allow users to select predefined groups of elements within a hierarchy, making it easier to focus on the most relevant data. It demonstrates how subsets can be selected within the global selections of a hierarchy in axis, with the subset name added into the selection section, and how subset views respect user data permissions to display only authorized data. The course identifies how subsets can be seamlessly combined with individual element selections and other global selection options, enabling faster and more intuitive report setup. It examines limitations and recommendations, including handling scenarios where a subset no longer exists in the OLAP database—causing reports to fail to render—and the need to manually update and delete invalid subsets. |
0.08 Hours |
Partners,Customers,Employees |
| EPM: Using Account Reconciliation (Intercompany) Overview Report​ |
This course covers the product use of the Account Reconciliation (Intercompany) Overview Report introduced in the EPM release. It examines a new report that provides a consolidated, multi-process view of intercompany reconciliation results, enabling users to see differences across all consolidation processes at once, improving visibility, analysis, and reconciliation efficiency. The course describes how this report serves as a Phase 2 enhancement, complementing the existing single-process Account Reconciliation (Intercompany) report, which remains available for detailed, process-specific analysis. Participants will explore the navigation path via the Landing Page to Entity to Intercompany Matching card and identify the differences between the single-process selection view and the multiple-process Overview report. The course demonstrates how to use the Account Reconciliation (Intercompany) Overview report, which displays all available consolidation processes simultaneously, allowing users to analyze differences and reconcile results across processes in one view. |
0.17 Hours |
Partners,Employees |
| EPM: Using Capital Consolidation (C2 - Non‑Controlling Interest in Balance Sheet) Process Enhancements |
This course covers the Capital Consolidation (C2 - Non-Controlling Interest in Balance Sheet) Process Enhancements delivered in release 2026.06. It explains how the enhanced C2 process corrects and extends the handling of Non-Controlling Interest (NCI) postings to ensure that opening balance (OB) amounts are not recalculated incorrectly during minority processing. The course describes how the legacy C2 process re-applied minority percentages to opening balances already created through rollover, resulting in incorrect NCI values and invalid journals, including issues such as double-counted opening balance NCI and incorrect minority change scenarios across periods. The course also demonstrates the alignment of data sourcing, entity selection, and account eligibility to ensure correctness and consistency, and illustrates how users can choose between the current (legacy) C2 process and the updated (enhanced) C2 process through the C2 Edit Process UI. |
0.17 Hours |
Partners,Employees |
| EPM: Introducing Global and Private based chart configuration |
This course covers the Global and Private based chart configuration enhancement delivered in EPM release 2026.06, providing a high-level overview of new options for Homepage charts within EPM Financial Reporting. It addresses the problem that financial reporting landing pages were previously limited to globally defined charts, meaning all users viewed the same set of charts regardless of role, responsibilities, or individual analytical needs. The course introduces the solution of global and private charts configuration with role-based permissions, enabling GL Modelers to define default dashboards while allowing individual users to personalize their charts. This delivers flexible, role-relevant, and self-service financial reporting without losing governance. The course examines the user-based customization of chart cards on the Financial Reporting landing page, where users can choose between globally defined chart layouts and their own private configurations, balancing centralized governance with individual flexibility. |
0.33 Hours |
Partners,Employees |
| EPM: Introducing OLAP Modeling Enhancements |
This course covers the key OLAP Modeling enhancements delivered in the EPM release 2026.10 (early adoption 2026.06). It examines how cell-level permissions within Multidimensional Access Control (MDAC) and Relational Access Control (RAC) cubes now fully support alternate hierarchies, enabling users to switch, view, and maintain permissions in the correct hierarchy context. The course explains the problems that previously existed when permissions could only be managed for the default hierarchy and demonstrates how the updated permissions UI resolves these limitations. It also describes the extension of the PublishCustomCube script function, which now supports publishing permission values and data roles for TABACC and simple MDAC cubes, enabling consistent and targeted publishing without republishing the full model. The course identifies usability improvements to the OLAP Modeling experience, including Select All, Selected Only, and Reset Selection options within the Select Element dialog on the Permissions tab, as well as enhanced double-click behavior for element selection. |
0.17 Hours |
Partners,Employees |
| EPM: Using GenAI Tools for Financial Consolidation |
This course covers how these tools enable users to perform key consolidation analyses, starting with capital elimination, through a conversational, chat-like interface. The course describes how finance users can ask natural-language questions for a given entity or group, version, period, and currency, and the system returns structured outputs such as proposed elimination journals that can be saved as draft, explanations, anomaly flags, and recommended next steps. It identifies this feature as a convenient additional option that allows business users to obtain consolidation insights without needing to access CO HTML or AppStudio reports directly, while those reporting paths remain available. The course also explains how this capability establishes the foundation for expanding to more GenAI use cases and future MCP-based, end-to-end consolidation automation.The course summarizes that GenAI Tools for Financial Consolidation provide chat-based insights for key consolidation analyses by translating natural-language questions into draft journals, explanations, and recommendations, without requiring direct access to consolidation reports. |
0.08 Hours |
Partners,Employees |
| Infor EPM: Using Group Accountant Custom Role |
This course explains how to set up and use the Group Accountant Custom Role properly. Large groups may require users to have restricted permissions to certain (sub)groups, entities, or segments. |
0.25 Hours |
Partners,Customers,Employees |
| EPM: Introducing OLAP Modeling Enhancements |
The purpose of this course/training is to introduce the OLAP Modeling enhancements of the October 2026 release. |
0.50 Hours |
Partners,Employees |
| EPM: Using the Updated 'Group Accountant Custom' Role to Restrict Status Changes in Consolidation Status Monitor |
The purpose of this course is to show how the updated Group Accountant Custom role can no longer perform status changes. |
0.50 Hours |
Partners,Employees |
| EPM: Introducing Alternative Reporting Structures in Profit and Loss Reports |
The purpose of this course is to explain the two new reporting structures for the Consolidation Profit and Loss, which must be configured in Business Modeling. |
0.50 Hours |
Partners,Employees |
| EPM: Using the Currencies’ Order column in Business Modeling |
The purpose of this course is to demonstrate how Currencies’ Order column in Business Modeling works. |
0.50 Hours |
Partners,Employees |
| EPM: Introducing Value Sorting and Ranking in Ad-hoc Reports |
The purpose of this course is to introduce the sort and rank capabilities in ad-hoc reports, applicable for both Excel and Web Ad-hoc. |
0.50 Hours |
Partners,Employees |
| EPM: Introducing Charts in Ad-hoc Reports |
The purpose of this course is to introduce charts and its capabilities in Web ad-hoc, allowing users to switch from tabular to visualization and configure chart settings to customize the report. |
0.50 Hours |
Partners,Employees |
| EPM: Introducing Drag and Drop Dimensions between Filters and Data Grid Axes |
The purpose of this course is to introduce the new drag-and-drop functionality in Ad-hoc Report, allowing users to quickly rearrange dimensions directly in the data grid. |
0.50 Hours |
Partners,Employees |
| EPM: Introducing Inverted Hierarchy in Ad-hoc Report |
The purpose of this course is to introduce the new Inverted Hierarchy mode, enabling financial-style report layouts with totals displayed below detailed values. |
0.50 Hours |
Partners,Employees |