Ribbon Reference
A complete reference for every tab, menu, and button in the Captain EPM Excel ribbon.
The ribbon is organized into functional groups. Each group corresponds to a major area of your Oracle EPM environment. Context-sensitive buttons are shown or hidden based on your user permissions and current EPM connection.
Job Console
Run, monitor, and schedule EPM rules and data loads
Run Rule
Execute a single Calculation Manager rule. Select the rule name and provide any Runtime Prompts (RTPs) before confirming.
Run Rule Set
Execute a named rule set — a pre-defined sequence of rules. Ideal for month-end close processes.
Job Sequences
Build and run your own ordered sequences of rules, imports, and exports with custom delays and error handling.
Job Monitor
Real-time view of running and completed jobs. Filter by status, user, or date range. Retry failed jobs with one click.
Import Data
Load data from Excel directly into EPM using a configured import profile.
Export Data
Export cube data back to Excel for further analysis or archiving.
Security Manager
Manage users, roles, groups, and security provisioning
User Manager
View all users across your EPM environment. Filter by provisioning status, role, or application.
Security Report
Pull a full security report for an application and display provisioning in a formatted Excel sheet.
Security Drift
Compare two security snapshots to see exactly what changed — who gained access, who lost it, and to what. Critical for SOX compliance.
Snapshots
Save a point-in-time snapshot of your security posture. Store and compare as many as needed.
Bulk Provision
Add or remove access for multiple users at once from an Excel template.
Audit Logs
Track data, metadata, and security changes over time
Data Audit
View every data change made to a cube — who changed what cell, from which value, to which value, and when.
Metadata Audit
Track hierarchy and dimension member changes. Filter by dimension, operation type, or user.
Security Audit
View all security provisioning events: who was granted or removed access, and by which administrator.
Export Audit
Download filtered audit results to a formatted Excel report for review or archival.
Analytics & Dashboards
Create, publish, and manage web dashboards from Excel
Dashboard Builder
Design interactive web dashboards by selecting an Excel range. Charts and tables are published to a live web URL.
Performance Monitor
View system performance metrics: calculation times, import durations, and concurrent user stats.
Activity Intelligence
AI-powered natural language analysis of daily activity reports. Ask questions like "Who ran the most rules this week?" directly in Excel.
Dataset Manager
Create and manage write-back datasets from Excel worksheets
Create Dataset
Convert a worksheet range into a named dataset. Specify dimension columns, data columns, and metadata.
Refresh Dataset
Push updates from your Excel sheet back to the stored dataset without recreating it.
Dataset List
View all datasets available in your tenant. Open or sync any dataset into Excel.
Schedule Dataset
Connect a dataset to an n8n workflow for automated, near real-time data loading.
AI Features
AI-powered productivity tools built into your workflow
Calc Generator
Describe a calculation in plain English — Captain EPM writes the Essbase MDX or Groovy script for you.
Chat Analysis
Upload an activity report and ask questions in a conversational interface. Get summaries, anomalies, and trend insights.
Smart Suggestions
Get AI recommendations while building sequences or dashboards — suggested rules, retry strategies, and more.