Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:




22 NOV 2017

Created initial document.

Oracle Tax Reporting Cloud, December Update

This document outlines the announcements in the upcoming Oracle Tax Reporting Cloud update.

Announcements and New Features

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We welcome your comments and suggestions to improve the content of the What’s New document and the product documentation. Please send us your feedback at State that you are inquiring or providing feedback, and indicate for which EPM Cloud service as well as the monthly patch cycle, in the body or title of the email.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments on Friday, December 1, 2017 and to your production environment on Friday, December 15, 2017, starting at 14:00 UTC-7 (2:00pm Pacific Time). The updates will be applied to your environments during the first Daily Maintenance occurring after this time.

The Oracle Help Center, which provides access to updated documentation, will also be available on December 1, 2017.

New EPM Getting Started Guides

Starting with this update, Service Administrator and end-user “getting started” information for all EPM Cloud Services is available from the following new guides:

Getting Started with Oracle Enterprise Performance Management Cloud for Administrators contains information on the tasks that Service Administrators can perform with EPM Cloud Services. This guide, which provides common administrative information for all EPM Cloud services, is now the primary source for tasks related to EPM Cloud administration including managing users and roles, setting up single sign-on, and backing up and restoring environments. This guide replaces the following guides:

Getting Started with Oracle Enterprise Performance Management Cloud for Users introduces end-users to Oracle EPM Cloud and provides information that enables them to quickly become proficient. This guide replaces the following guides:

Links in the Cloud Help Center and Oracle Learning Library have been modified to direct users to these guides. Please change your personal bookmarks and shortcuts so that they point to these new guides.

Country by Country FX Override Rates

Based on OECD requirements, each account on the Tax Reporting Cloud CbCR Table 1 (with the exception of Employees) must use anAverage year rate” for calculations. The new TRCS_CbCR FX Rates Override form is available to easily enter the required override rates for the selected POV.

See “Entering CbCR FX Override Rates” in Working with Oracle Tax Reporting Cloud.

Excel Smart View Support for Supplemental Data Set

You can now work with the Supplemental Data Set dashboard in Smart View.  After you create a connection in Smart View, you can view and filter supplemental data in data sets.  To work with Smart View, you must download the Smart View Extension for Close and Supplemental Data Management.

See “Working with Supplemental Data in Smart View” in Administering Oracle Tax Reporting Cloud.

New Smart View for Office Version

Smart View for Office will be available by early December. This version includes new features such as:

This release also fixes a number of defects.

The Smart View Readme, available on the Help Center at the time of release, contains a complete list of features and defects addressed in this version. You must install this version to ensure compatibility with the December 2017 update features and to access the new functionalities.

See "Downloading and Installing Clients" in Getting Started with Oracle Enterprise Performance Management Cloud for Users for instructions.

Loading Metadata in Data Management

Data Management now supports the loading of metadata from a flat file. This feature allows customers to build a metadata load file in any format, from any source, and load the metadata to an EPM Cloud environment. Using this approach, users can set property defaults during the load or mapping process.

In this monthly update, only regular, customer, and Smart List dimensions are supported for metadata loads, and the feature is supported for the following services only:

For detailed information, see "Integrating Metadata" in the Administering Data Management for Oracle Enterprise Performance Management Cloud.

Removal of Support

Classic Dimension Editor

With the February 2018 (18.02) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor. Effective February 2018 (February 2, 2018 for test and February 16, 2018 for production environments), the Simplified Dimension Editor will be the only interface available to edit and manage dimensions.

For detailed information on using the Simplified Dimension Editor, See “Working with Dimensions Using the Dimension Editor” in Administering Oracle Tax Reporting Cloud.

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 is being phased out starting with 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

Check this list again for the latest information when the update is applied to your test environment.



Financial Reporting


The HTML Preview of a Financial Reporting report with multiple grids now displays correctly.


In Financial Reporting Web Studio, selecting an account using the member selection now works correctly.


When you export multiple reports from Financial Reporting Web Studio into Excel, and then view the reports in HTML, an error no longer occurs and the reports display correctly.


You can now add labels to charts in Financial Reporting Web Studio.


The problem with security when running a report from the Explore repository in Financial Reporting Web Studio has been fixed. Previously, if you had “Apply Application Security to FR POC and Prompt” set to “true”, you were still able to see the entire hierarchy.


Custom fonts uploaded using Financial Reporting Web Studio are now stored correctly.


Dynamic ranges on graphs now work the same in both Financial Reporting Web Studio and Financial Reporting Studio desktop client. Previously, reports set to vary the 7-axis range based on the data set resulted in graphs with too wide or too narrow of a data range.


Using Firefox ESR 52.4.2 with Smart View


Mozilla Firefox has phased out support for XUL-based add-ons such as Smart View. Only add-ons and extensions built with new web extension technology will work in newer versions of Firefox. Therefore, Smart View and newer only supports Firefox versions up to ESR 52.4.1. If you want to continue using Firefox with Smart View and newer, do not upgrade your Firefox browser.

If your Firefox browser is set to automatically install updates, Oracle recommends changing the setting to “Check for updates, but let me choose whether to install them.” See the Firefox help for instructions on changing this setting.

EPM Automate

When using EPM Automate, log out and log in again after importing a Financial Close Management (FCM) snapshot to refresh the icons on the Home page.


You may receive inaccurate messages from Navigator if pop-up blockers are enabled. Disable pop-up blockers in your browser to avoid this.


In the Academy, some pages and icons may appear different in the video and the Cloud service.


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