Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

Date

What's Changed

Notes

28 APR 2017

Initial Document Creation

Oracle Planning and Budgeting Cloud, May Update

This document outlines the announcements and fixed issues in the upcoming Oracle Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud updates.

Announcements and New Features

For Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Monthly Update Schedule

We would like to inform you of the upcoming monthly update for your Oracle Cloud environments. We will apply the latest updates to your test environment on Friday, May 5, 2017 and to your production environment on Friday, May 19, 2017. The update will be applied during your normal daily maintenance window.

The Oracle Help Center, which provides access to updated documentation, will also be available on May 5, 2017.

New Simplified Dimension Editor

The new Simplified dimension editor displays dimensions and members in a grid format. With the grid format, dimensions and members are editable on a single page. You can edit member properties directly on the grid and you can perform ad hoc operations such as zooming in, zooming out, keep selected, remove selected, and freeze.

To access the Simplified dimension editor:

  1. From the Home page, click or tap Application, and then click or tap Overview.
  2. Click or tap Dimensions.
  3. Click or tap the name of the dimension that you want to view.
  4. Click or tap the Edit Member Properties tab to view the dimension editor grid.

For more information, see “Editing Dimensions in the Simplified Dimension Editor” in Administering Planning for Oracle Planning and Budgeting Cloud.

Launch a Financial Report with One Click

Administrators can streamline a workflow so that users can launch a financial report with one click. For example, if cash flow is relevant to a certain group, an administrator can make the Cash Flows report an icon on their Home page. Then those users can, with one click on their Home page, directly view the Cash Flows report.

To create access to a financial report directly from the Home page (or from a horizontal or vertical tab), an administrator creates a navigation flow and attaches a card to the flow. The service administrator also selects an icon for the report and assigns a financial report to the flow, and then activates the navigation flow.

The new card is displayed on the Home page of users who have access to the navigation flow. Users click or tap the icon to view the report, which launches directly; the POV displays the most recently used members (or the root dimension if there are no most recently used members). Depending on the formats that the original report support, users can view the report in PDF, HTML, or Excel format.

For information on creating navigation flows, see “Designing Custom Navigation Flows” in Administering Planning for Oracle Planning and Budgeting Cloud.

Setting Runtime Prompt Values for a Ruleset Job in the Job Scheduler

When scheduling a job for a ruleset, you can now set runtime prompt values with which to run the ruleset in the job scheduler.

To set runtime prompt values for a ruleset job in the job scheduler:

  1. Click or tap Application, and then click or tap Jobs.
  2. Click or tap Schedule Jobs.
  3. Select the Rules job type, specify when to run the job, and then click or tap Next.
  4. From the list of business rules, click or tap the check mark next to the ruleset you want to run.
  5. NOTE: You can filter the list so it displays rulesets only. Click or tap Filter, and then for Rule Type, select Rulesets.

  6. Enter values for the runtime parameters, and then click or tap OK.

See “Managing Jobs” in Administering Planning for Oracle Planning and Budgeting Cloud.

Updates to Academy

Additional topics and videos are now available in the Planning and Budgeting Cloud Academy. To view the updated content, access a service instance and then click or tap Academy.

For Enterprise Planning and Budgeting Cloud Only

More Account Member Categories and Components Available in Configuration

In the Financials business process of Enterprise Planning and Budgeting Cloud, more account member categories and components are available for importing and editing in the Configure Financials user interface. This allows you to import and edit members using the Configure interface rather than the Dimension Editor.

Copy Project Business Rule

In the Projects business process of Enterprise Planning and Budgeting Cloud, you can now launch the Copy Projects business rule from the Actions menu of the Project Details tab in Project Summary.

Removal of Support

Standard Interface (Planning and Budgeting Cloud Workspace)

This change affects Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, 2016 only.

The Simplified Interface, an option available in the service since November 2014, will be established as the standard across the service. As a result, the current Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, will be discontinued starting with the December 2017 update.

Starting with the December 2017 update, all service functionality will be available through the Simplified Interface only. To prepare for this change, have your users familiarize themselves with the Simplified Interface using the following information sources:

Financial Reporting Studio Desktop Client

Oracle is committed to providing a simple and intuitive user experience. To achieve this, Financial Reporting Web Studio, available since March 2016, will become the only environment for designing and building reports.

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in late 2017, at which time, support for the desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease.

Oracle recommends that you transition to using Financial Reporting Web Studio at the earliest opportunity. Please send questions and concerns to Oracle using the Provide Feedback option in the service.

File-Based Integration of Data Management with Oracle Fusion Financials Cloud

Oracle Fusion Financial Cloud Budgetary Control and Encumbrance Accounting is now fully integrated with Data Management.

This enhancement brings the integration of Oracle Fusion Financials Cloud with Oracle Enterprise Performance Management Cloud on par with the current, out of the box, file-based integration. As a result, the file-based integration will be phased out starting the September update to the service.

If you are using file-based integration between Oracle Fusion Financials Cloud and Oracle Enterprise Performance Management Cloud, Oracle recommends that you adopt this new integration as soon as possible.

Defects Fixed

Defect
Number

Description

25882765

Special characters in Web Studio now display correctly in the Define Prompts dialog box.

25868478

Shared members of non-level 0 members defined on the page now honor the base members level, which prevents data entry into read-only cells.

25788881

You are now able to run a clear cube job against aggregate storage applications.

25754731

The Clear Members import option now remains enabled after editing an Import Metadata job.

25740916

When importing a Financial Reporting report in Smart View as Fully-Formatted, the replacement values, which contain both numeric and non-numeric characters, are no longer stripped of the non-numeric characters.

25735399

In Smart View, when running business rules that were attached to a form where drop-down member selectors were enabled and used on any row dimensions, the members that were on the page were not used for the rule’s run-time prompts, possibly resulting in an error.

25733483

Data validations dont support the form option Validate only for pages with existing blocks on forms containing dynamic sparse members on the row or column. Before, for such forms, when an approval unit was promoted or validated, the validation failed with a generic message. Now the message provides the dynamic member names and guidance on resolving the issue.

25724823

The Sign Out menu displays when the browser language is set to Japanese, Korean, or Chinese using Chrome.

25670213

Text functions or any text in the top-left corner of any report will now show in the report, the book containing the report, and the snapshot report generated from the report.

25643657

In the Simplified Interface, business rules launched through task list are now executed as expected.

25640438

Right-click menu items now fully display for all cell heights.

25599567

The last column in a form that has a member formula displays the calculated data, regardless of the cell’s height.

25577982

Business rules using an ASO cube with a formula that has specified the rounding digits will use the specified digits when the rule is launched from Calculation Manager or Planning.

25559550

A business rule with runtime prompts, is set to Run on Save, and is launched with right-click from a simple form associated with a composite form runs successfully.

25551733/ 25750100

Reports now show aliases when executed from the Batch Scheduler.

25460330

Smart View now retains the member order when displaying members by name or by attribute.

25441152

When importing a Financial Reporting report in Smart View as Fully-Formatted, the values which contain both numeric and non-numeric characters are no longer stripped of the non-numeric characters.

25341001/ 24834449

Indent increases for each "generation by" are now recognized in HTML Preview and PDF Preview.

25269009

In Financial Reporting Web Studio, the text function no longer shifts unexpectedly when you change the dimension layout of a grid that has a text function.

25254683

Rules that were exported with No Launch access can now be re-imported without error.

25058677

The Retrieve Cell Documents property now creates a link to the attachment in the generated PDF.

24603347

Financial report opened in the Planning and Budgeting Cloud now displays the alias on the users POV if alias is set as the default in the report.

17897098

You can now copy and paste the data in a range of cells from Microsoft Excel into a range of cells in Supporting Detail.

Considerations: Working with Start/End Time Periods in Dimension Editor

In this release, there is an issue with the Start Period and End Period properties in the Simplified dimension editor (bug 25871224). As a result, you cannot create or edit summary time periods using the Simplified dimension editor.

Workaround: When creating and editing summary time periods, use the Classic dimension editor.

To access the Classic dimension editor:

See “Creating and Editing Summary Time Periods” in Administering Planning for Oracle Planning and Budgeting Cloud.

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