1z0-1080-25 Oracle Planning 2025 Implementation Professional Questions and Answers

In Oracle Planning 2024, pushing data between cubes (e.g., from one cube to another within the same application) can be accomplished using specific tools. The two methods that facilitate this are:

A. Data Integration: Incorrect. Data Integration is used to import data from external sources (e.g., files, other systems) into Planning, not to push data between cubes within the same application.

B. Data Maps: Correct. Data Maps allow you to define mappings and push data between cubes (or applications) using Smart Push or manual execution. This is a primary method for intra-application data movement.

C. Copy Data: Correct. The Copy Data feature enables administrators to copy data from one cube to another within the same Planning application, specifying dimensions and members to transfer.

D. Import Data: Incorrect. Import Data is designed to bring external data into a cube from a file, not to push data between existing cubes.

Both Data Maps (with Smart Push for real-time updates) and Copy Data (for batch-style transfers) are explicitly supported for moving data between cubes, as per Oracle’s documentation, making B and C the correct answers.

In Oracle Planning 2024’s Strategic Modeling simulations, selecting a probability distribution for scenarios with fixed minimum and maximum values and a known most likely value (e.g., sales estimates, inventory, marketing costs) points to:

A. Beta PERT: Incorrect. Beta PERT uses min, max, and most likely values but requires more data to shape the curve accurately, making it less ideal with limited data.

B. Uniform: Incorrect. Uniform assumes equal probability between min and max, ignoring the most likely value, which doesn’t fit this scenario.

C. Triangular: Correct. The Triangular distribution uses minimum, maximum, and most likely values, making it simple and effective for limited data situations like sales or costs.

D. Normal: Incorrect. Normal requires mean and standard deviation, not just min, max, and most likely, and assumes more data availability.

E. Lognormal: Incorrect. Lognormal is skewed and suited for data with a positive range, requiring more statistical input than provided here.

The Oracle documentation recommends the Triangular distribution for its simplicity and suitability with limited data, making C the correct answer.

In Oracle Planning 2024, configuring and post-configuring the Financials module involves tasks to establish its structure and functionality. The three valid configuration or post-configuration tasks are:

A. Adding custom expense driver categories: Incorrect. While Financials supports driver-based planning (e.g., revenue drivers), adding custom expense driver categories is not a standard configuration task—it’s more of a customization within forms or rules, not a core setup step.

B. Adding custom dimensions: Correct. Adding custom dimensions (e.g., Region, Product) is a key configuration task in Financials to tailor the module to business needs, often done during or shortly after initial setup.

C. Completing Planning and Forecast Preparation: Correct. This mandatory configuration task defines the planning periods, scenarios, and versions for Financials, setting the foundation for budgeting and forecasting.

D. Setting up exchange rates (for multicurrency applications): Correct. For multicurrency-enabled Financials applications, configuring exchange rates is a critical task during or post-configuration to support currency conversion in financial planning.

E. Removing custom dimensions: Incorrect. Removing dimensions is not a standard configuration or post-configuration task—it’s a rare adjustment that could disrupt existing data and is not recommended as part of setup.

The Oracle documentation identifies B, C, and D as essential tasks during or after Financials configuration, ensuring the module meets planning and reporting requirements.

In Oracle Planning 2024, a Pipeline is a feature that allows administrators to define and automate a sequence of jobs (e.g., data imports, metadata updates, calculations) as a single, coordinated process. Pipelines streamline the management of metadata and data by executing multiple tasks in a specified order, ensuring dependencies are met, and providing a repeatable workflow for maintaining the Planning application.

A. Develop pipelines to guide you through the Planning process: Incorrect. Pipelines are not a planning guide; they are an automation tool for executing jobs, not a process framework.

B. Use pipelines as a visible, automated, and repeatable system of record for running an application: Incorrect. While pipelines are automated and repeatable, they are not a "system of record" for running the entire application—they focus on specific job sequences.

C. Use pipelines to coordinate the running of a series of jobs as a single process: Correct. This aligns with the Oracle definition of pipelines, which orchestrate multiple jobs (e.g., import data, refresh database) into one executable process.

D. Quickly drill into data slices that are important to you with pipelines: Incorrect. Pipelines are not designed for data analysis or drilling into data slices; they are for job automation.

The Oracle documentation emphasizes that pipelines are used to manage and execute a series of jobs efficiently, making C the true statement.

In Oracle Planning 2024, cell-level security restricts access to specific data intersections using anchor and nonanchor dimensions. The two true statements are:

A. Anchor dimensions are always required in the cube that is used in the cell-level security definition: Correct. Anchor dimensions (e.g., Entity, Scenario) are mandatory in the security definition to specify the primary scope of access control within the cube.

B. Anchor dimensions are never required in the cube that is used in the cell-level security definition: Incorrect. Anchor dimensions are always required, contradicting this statement.

C. By default, nonanchor dimensions are not required: Correct. Nonanchor dimensions (e.g., Account, Period) are optional by default in cell-level security definitions, allowing flexibility in granularity unless explicitly included.

D. By default, nonanchor dimensions are required. You can change this setting later: Incorrect. Nonanchor dimensions are not required by default, and there’s no setting to make them mandatory—it’s an optional inclusion.

The Oracle documentation specifies that A (anchor necessity) and C (nonanchor optional) align with cell-level security behavior, making them the correct answers.

In Oracle Planning 2024’s module-based Planning, including the Financials module, the time frame (e.g., years) and granularity (e.g., months, weeks) for plans and forecasts are configured to define the planning horizon and periodicity. For Financials, this configuration occurs in:

A. Planning and Forecast Preparation: Correct. This component is where administrators define the time frame (e.g., start year, number of years) and granularity (e.g., monthly, weekly) for plans and forecasts. It’s a mandatory configuration task executed via the Configure card, allowing module-specific settings.

B. Manage Time Periods: Incorrect. This is not a standard component in Oracle Planning for setting time frame and granularity; it’s a term more aligned with other Oracle systems (e.g., Essbase) or custom period management, not Financials configuration.

C. Seasonality Management: Incorrect. Seasonality Management deals with distributing data across periods based on patterns (e.g., seasonal trends), not setting the overall time frame or granularity.

D. Valid Intersections: Incorrect. Valid Intersections define allowable data combinations across dimensions, not the time frame or granularity of plans.

The Oracle documentation specifies that Planning and Forecast Preparation is the component where time-related settings are established for Financials, making A the correct answer.

In Oracle Planning 2024, the Optimize Dimension feature enhances performance by reordering dimensions in BSO (Block Storage Option) cubes. Let’s evaluate the six statements to determine the four that are true:

A. The new optimized dimension order is maintained even if you enable additional features or other modules: True. Once optimized, the dimension order remains intact even if new features or modules are enabled, unless explicitly re-optimized or manually altered. This ensures performance stability post-optimization.

B. You can optimize the dimension order only for BSO cubes in Custom Planning applications: True. The Optimize Dimension feature is exclusively available for BSO cubes in Custom Planning applications, not for ASO (Aggregate Storage Option) cubes or module-based applications (e.g., Financials, Workforce), due to their predefined structures.

C. You can optimize the dimension order only for Financials and Projects, and only for the provided BSO cubes that are created when you enable and configure: False. This statement is incorrect because the feature applies to Custom Planning applications, not specifically to Financials and Projects, which use predefined BSO cubes not eligible for user-driven dimension optimization.

D. You optimize dimension order first in your test environment before you optimize dimension order in the production environment: True. Oracle recommends testing dimension optimization in a test environment first as a best practice to assess performance impacts and avoid risks in production, making this a procedural truth.

E. You refresh the database and then back up the application and download the snapshot before you optimize dimension order: True. Before optimizing, Oracle advises refreshing the database to ensure data consistency, then backing up the application and downloading a snapshot to preserve a recovery point in case optimization causes issues.

F. You can optimize the dimension order only for Financials and Workforce, and only for the provided BSO cubes that are created when you enable and configure: False. Similar to C, this is incorrect; optimization is not restricted to Financials and Workforce module cubes—it’s for Custom Planning BSO cubes, not predefined module-specific cubes.

From these, the four true statements are:

A – Persistence of the optimized order after feature/module changes.

B – Restriction to BSO cubes in Custom Planning applications.

D – Testing in a test environment first as a best practice.

E – Refreshing and backing up before optimization.

The false statements (C and F) incorrectly limit the feature to specific modules (Financials, Projects, Workforce), whereas it’s designed for Custom Planning applications. The Oracle documentation supports A, B, D, and E as true, aligning with the feature’s functionality and recommended practices.

In Oracle Planning 2024, the Dimensions page in a Custom Planning application allows administrators to manage dimensions. The three tasks you can perform are:

A. Set the order of precedence: Correct. This task adjusts the display order of dimensions in forms and reports, enhancing usability, and is manageable on the Dimensions page.

B. Delete dimensions: Correct. Administrators can delete custom dimensions from the application on the Dimensions page, provided they are not in use (e.g., no data or dependencies).

C. Clear dimension members: Incorrect. Clearing members (e.g., removing all members from a dimension) is not a task performed on the Dimensions page; it’s typically done via metadata import with the "Clear Members" option or manual member deletion.

D. Select the dimension density: Incorrect. Dimension density (sparse/dense) is set during cube creation or in Cube Designer, not adjustable on the Dimensions page post-creation.

E. Set the Evaluation Order: Correct. This task defines the order in which dimensions are evaluated for calculations (e.g., resolving member formulas), configurable on the Dimensions page for custom applications.

The Oracle documentation confirms that A, B, and E are tasks supported on the Dimensions page for Custom Planning applications, making them the correct answers.

In Oracle Planning 2024 Implementation, Forms 2.0 represents an enhanced version of the form design and functionality framework compared to Forms 1.0. To develop forecasts using Forms 2.0, existing forms must be transitioned from the older version to the newer one, as they are not automatically compatible or universally enabled.

D. Migrate the forms you want to work with in Forms 2.0 from Forms 1.0 to Forms 2.0: This is the correct statement. Oracle provides a migration process to convert Forms 1.0 forms to Forms 2.0, enabling users to leverage the advanced features of Forms 2.0 (e.g., improved navigation, dynamic rows/columns, and enhanced usability). This migration is selective, meaning only the forms you choose to use with Forms 2.0 need to be migrated, and it is not a one-time global setup.

A. Set up Forms 2.0 in your environment one time and it will work with all your applications: Forms 2.0 is not a one-time environment-wide setup. It requires specific forms to be migrated or designed for Forms 2.0 compatibility, and not all applications automatically adopt it.

B. Switch between Forms 1.0 and Forms 2.0 by selecting the Forms Version in Application Settings: There is no such toggle in Application Settings to switch between Forms 1.0 and Forms 2.0. The transition to Forms 2.0 involves migration rather than a simple version switch.

C. Redesign forms 1.0 forms so that they are set up to work with Forms 2.0: While redesigning is an option for creating new Forms 2.0-compatible forms, the standard process for existing forms is migration, not a complete redesign from scratch. Migration preserves the form structure while adapting it to Forms 2.0.

The migration process ensures that users can take advantage of Forms 2.0’s capabilities while maintaining continuity with existing form designs, aligning with Oracle’s recommended approach.

References

Oracle Enterprise Performance Management Cloud Documentation: "Working with Forms – Forms 2.0" (docs.oracle.com, updated 2024). States that "to use Forms 2.0, migrate existing Forms 1.0 forms to Forms 2.0 using the provided migration tools."

Oracle Planning 2024 Implementation Study Guide: Confirms that migrating Forms 1.0 to Forms 2.0 is the true setup process for leveraging Forms 2.0 in forecasting.

In Oracle Planning 2024, Service Administrators can use the Clone Snapshot feature to create an exact copy of the current application in a target environment. This feature automates all actions required for cloning, including removing the existing application and data in the target environment (if any) and replacing it with a snapshot of the source environment. The process involves exporting a snapshot from the source, deleting the target environment’s current application and data, and then importing and applying the snapshot to recreate the application identically.

A. Replicate Snapshot: This is incorrect because "Replicate Snapshot" is not a defined feature in Oracle Planning. Replication typically implies duplicating data without necessarily overwriting the target, which doesn’t align with the requirement of removing existing content.

B. Migration Export: This is incorrect because Migration Export only exports application artifacts (e.g., metadata, data) to a file for manual transfer or backup, but it does not automate the removal of the target environment’s content or the import process.

C. Clone Snapshot: This is correct. The Clone Snapshot feature, available under the Environment management tools, fully automates the cloning process, including deletion of the target environment’s application and data, followed by the recreation of the source application.

D. Migration Backup: This is incorrect because Migration Backup creates a backup file for recovery purposes but does not involve cloning or overwriting a target environment.

The Oracle Planning 2024 documentation specifies that Clone Snapshot is designed for such end-to-end automation, making it the ideal choice for Service Administrators to replicate an application across environments efficiently.

In Oracle Planning 2024, integrating detailed Workforce data (such as salary, benefits, and taxes) into Financials involves leveraging out-of-the-box integration features like data maps and Smart Push. To override expense lines in Financials with more detailed values stored in Workforce, the correct approach is to define how Workforce accounts roll up into Financials accounts using the "Financial Statement Integration" data map. This process involves mapping specific Workforce accounts (e.g., payroll taxes, total salary) to corresponding Financials accounts and then synchronizing and pushing the data to update Financials with the detailed values.

Option A is the verified answer because it directly addresses the initial setup required to move detailed Workforce values into Financials by defining the rollup mappings in the Financial Statement Integration data map. After this mapping is configured, administrators can synchronize and push the data to reflect the detailed values in Financials reporting. Option B is incorrect because the Financials Integration Summary form is used to view rolled-up data, not to calculate compensation data for updating underlying Workforce details—this is a Workforce-specific task, not a data movement step. Option C is also incorrect, as there is no "Rollup business rule" explicitly mentioned in the Financials Integration Summary form’s Actions menu for this purpose; instead, rollup occurs via data maps. Option D, while related to Compensation Data synchronization, is a narrower action that does not fully address the broader task of moving detailed Workforce values into Financials expense lines, which requires the Financial Statement Integration data map.

The Oracle Planning 2024 Implementation documentation highlights that Financials integrates with Workforce using predefined data maps, such as Financial Statement Integration, to roll up detailed employee expenses into financial reporting, making Option A the most accurate and complete step for this scenario.

In Oracle Planning 2024 Implementation, form validation rules ensure data integrity and usability by defining how forms are validated when loaded or saved. The platform supports multiple validation options tailored to performance, security, and user access, as outlined below:

A. Validate only for cells and pages to which a user has access: This option restricts validation to the data cells and form pages that the logged-in user has permission to view or edit, based on security settings. It enhances performance by limiting the validation scope and ensures users only interact with relevant data.

C. Validate for all page combinations and all existing or potential blocks: This comprehensive validation option checks all possible page combinations and data blocks (both existing and potential) within the form. It is useful for ensuring complete data consistency across the application, though it may impact performance due to its extensive scope.

E. Validate only for pages with existing blocks: This option limits validation to pages that already contain data blocks, ignoring potential blocks that could be created. It strikes a balance between performance and thoroughness, focusing validation efforts on existing data.

B. Validate rules as Service Administrator, regardless of logged-in user, when the form is loaded or saved: While Service Administrators have elevated privileges, this is not a distinct form validation rule option. Validation rules are applied based on form settings and user access, not specifically tied to the Service Administrator role overriding the logged-in user’s context.

D. Validate only for users with access to this form: This option overlaps with A but is less precise. Validation is tied to cell-level and page-level access rather than a broad "users with access to this form" criterion, making A the more accurate choice per Oracle’s terminology.

References

Oracle Enterprise Performance Management Cloud Documentation: "Designing Forms – Validation Rules" (docs.oracle.com, updated 2024). Describes validation options including "cells and pages a user has access to," "all page combinations and blocks," and "pages with existing blocks."

Oracle Planning 2024 Implementation Study Guide: Lists the three supported validation options (A, C, E) under form design and validation settings, aligning with security and performance optimization features.

To budget for future headcount and related personnel expenses (e.g., salary, benefits, taxes) in Oracle Planning 2024, the Workforce module must be enabled and configured. This module is specifically designed for detailed employee planning, including:

A. Financials: Incorrect. Financials focuses on revenue, expense, and financial statement planning at an aggregated level, not detailed headcount or personnel expenses like benefits and taxes.

B. Strategic Modeling: Incorrect. Strategic Modeling is for high-level scenario analysis (e.g., mergers, long-term strategies), not granular headcount budgeting.

C. Sales Planning: Incorrect. Sales Planning (if available as a custom module) targets sales forecasts and quotas, not employee-related expenses.

D. Workforce: Correct. Workforce enables budgeting for headcount (e.g., hiring plans) and calculates associated costs—salaries, benefits (e.g., health insurance), and taxes (e.g., payroll taxes)—with predefined and customizable options.

The Oracle documentation confirms that Workforce is the module tailored for headcount and personnel expense budgeting, making D the correct answer.

Strategic Modeling in Oracle Planning 2024 is a module designed to enable rapid modeling and evaluation of financial scenarios, such as mergers, acquisitions, or long-term strategic plans. It provides a flexible framework for simulating "what-if" scenarios and includes out-of-the-box treasury capabilities, such as cash flow forecasting, debt scheduling, and interest rate calculations, which are critical for strategic financial planning.

A. It is used to model the flow of data by defining strategic rules for sharing data between modules: Incorrect. This describes data integration (e.g., via data maps), not Strategic Modeling, which focuses on scenario analysis.

B. It is used to develop driver-based strategic plans and generate core financial statements: Incorrect. While it supports driver-based planning, generating core financial statements is more aligned with the Financials module, not Strategic Modeling’s primary focus.

C. It is used to strategically manage and analyze finances at any business level with built-in dashboards: Incorrect. This is too broad and aligns more with the overall Planning application, not specifically Strategic Modeling.

D. It is used to quickly model and evaluate financial scenarios, and offers out-of-the-box treasury capabilities: Correct. This matches the module’s purpose of rapid scenario modeling and its treasury-related features.

The Oracle documentation highlights Strategic Modeling’s role in scenario analysis and its treasury tools, making D the accurate description.