- Revision History
- Overview
- Enterprise Data Management Cloud
-
- Features
- EPM Cloud Common
- Enterprise Data Management
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- Access Current Date/Time and Calculate Date Offset in Expressions
- Appearance Option to Display Business Process Name
- Arithmetic Methods for Integer and Float Data Types in Expressions
- Create Unbound Dimensions for Custom Data Sets
- Custom Validations Report
- Derived Values and Property Transformations for List Data Type Properties
- Disable Existing Subscriptions for Viewpoint
- Download Subscriptions Report to File
- Enrich Request Items During Approval
- Filter Archived Dimensions and Viewpoints
- Global Connections to Oracle Enterprise Resource Planning Cloud and Oracle Enterprise Performance Management Cloud
- Inspect Request Items and Delete Individual Request Actions
- Match Nodes Across Viewpoints Using Alternate Name
- Original Request and Subscription Links in Request Inspector
- Participant Permission and Granular Data Access by Action and Property
- Recall Requests Awaiting Approval
- Reconnect Parents, Header/Footer, and Zip File Options in Dimension Extracts
- Reference Node Data Type Properties in Expressions
- Request Title Included in Transaction History
- REST API to Dimension Import, Export, and Export Mappings by Name
- REST API to Download Transaction History
- REST API to Upload, List, and Delete Files in the Staging Area
- Set Archived View Back to Active Status
- Subscription Indicator on Viewpoints
- Suffix for Node Type Qualifiers
- Tools Cluster on Home Page
- Request Object in Expressions for Validations, Policies, and Subscriptions
- Features
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 25 MAR 2021 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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Enterprise Data Management Cloud
New Topics in EPM Cloud Operations Guide
The Oracle Enterprise Performance Management Cloud Operations Guide has been enhanced with topics that help you troubleshoot additional EPM Cloud-related issues, especially, issues related to EPM Automate. Additionally, a section on creating business rules using a unit testing has been added to help facilitate the creation of business rules.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
A new version of EPM Automate is now available. This version introduces the exportCellLevelSecurity, exportValidIntersections, extractDimension, importCellLevelSecurity, importReconciliationAttrbutes, importValidIntersections, and sendMail commands.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, and Tax Reporting,
You can now use REST APIs to send an email to specified recipients, optionally attaching files from EPM Cloud. This API can be incorporated into REST API programs and scripts to notify users of various conditions or to send reports.
Applies To: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Updates to the Clone Environment Feature
The Clone Environment feature is now available for all EPM Cloud business processes including Enterprise Data Management. This feature provides a screen-based method to clone environments. It is an alternative to writing EPM Automate scripts to clone an environment.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
NOTE: This feature supports the cloning of both Classic and OCI (Gen2) EPM Cloud environments. For Classic EPM Cloud environments, security (users and their predefined and application role assignments, and group assignments) cannot be cloned using this feature.
Access Current Date/Time and Calculate Date Offset in Expressions
The current date and time are accessible in an expression to allow for comparison to node property values.
Appearance Option to Display Business Process Name
A new Appearance option is available to display or hide the Enterprise Data Management business process name in the global header at the top of the user interface.
Arithmetic Methods for Integer and Float Data Types in Expressions
Arithmetic methods are available in expressions to perform basic mathematical operations on Integer and Float data type values.
Create Unbound Dimensions for Custom Data Sets
Unbound dimensions can be created in an application to manage data sets which are not natively handled by the adapter for a particular application type.
A Custom Validations Report provides a complete listing of validations for all node types and hierarchy sets to easily identify which custom validations have been defined.
Derived Values and Property Transformations for List Data Type Properties
List data type properties can be configured with an expression to derive a value or transform a value for a property using custom business logic.
Disable Existing Subscriptions for Viewpoint
Subscriptions can be disabled to prevent new subscription requests from being generated without the need to delete the subscriptions from their viewpoints.
Download Subscriptions Report to File
The Subscriptions Report can be downloaded to a file to retain a local copy or share with other parties outside of Enterprise Data Management Cloud.
Enrich Request Items During Approval
Request items can be enriched by approvers during the Approve stage of a request.
Filter Archived Dimensions and Viewpoints
The Show Archived filter can be used to display archived viewpoints to see their details and change them back to active status if desired.
Global Connections to Oracle Enterprise Resource Planning Cloud and Oracle Enterprise Performance Management Cloud
Global connections can be defined to Oracle Enterprise Reporting Cloud and Oracle Enterprise Performance Management Cloud in order to share data with those external applications using dimension extracts in Enterprise Data Management.
Inspect Request Items and Delete Individual Request Actions
Request items can be inspected directly from the request details pane in an open view.
Match Nodes Across Viewpoints Using Alternate Name
Alternate names can be defined for nodes in viewpoints in cases where similar nodes have completely different primary names across multiple applications.
Original Request and Subscription Links in Request Inspector
The inspector for a subscription request includes links to the original request and the subscription(s) which generated the request items for the subscription request.
Participant Permission and Granular Data Access by Action and Property
The Browser and Submitter permissions for users and groups have been combined into a single permission named participant, which can be assigned at the application, dimension, node type, or hierarchy set level.
Recall Requests Awaiting Approval
In Flight requests in the Approve stage can be recalled by the submitting user to make changes to request items or withdraw the request entirely.
Reconnect Parents, Header/Footer, and Zip File Options in Dimension Extracts
Additional options are available for dimension extracts to further customize the results of an extract process.
Reference Node Data Type Properties in Expressions
Node data type properties can be used in expressions for derived properties, property transformations, custom validations, policy filters, and subscription filters..
Request Title Included in Transaction History
Request titles are included in transaction history to provide more information about the requests which produced the transactions.
REST API to Dimension Import, Export, and Export Mappings by Name
New REST API endpoints are available to import dimensions, export dimensions, and export dimension mappings based on the name of an application, dimension, and connection.
REST API to Download Transaction History
A REST API endpoint is available to download transaction history to a file in an automated manner using a programmable interface.
REST API to Upload, List, and Delete Files in the Staging Area
REST API endpoints are available to upload, list, and delete files in an Enterprise Data Management staging area.
Set Archived View Back to Active Status
A previously archived view can be set back to Active status to allow it to be visible and used again.
Subscription Indicator on Viewpoints
A subscription indicator is included in the popup that is displayed when hovering over a viewpoint tab in an open view.
Suffix for Node Type Qualifiers
Suffixes can be used for node type qualifiers to make node names unique within an application or dimension for referential integrity purposes.
The Enterprise Data Management Home page includes a Tools cluster which contains the Access Control, Migration, Daily Maintenance, and Appearance cards that were previously available as well as the new Clone Snapshot card.
Request Object in Expressions for Validations, Policies, and Subscriptions
Information about the current request can be accessed in an expression for a custom validation, policy filter, or subscription filter. This allows for different behavior based on the characteristics of a particular request.