- Revision History
- Overview
- Feature Summary
- Enterprise Data Management
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- Enterprise Data Management
- EPM Common
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- OCI Migration: Oracle-Managed Migration Notifications Being Sent and Customer-Managed Migration Program Ends on April 30, 2023
- Updates to the Oracle Enterprise Performance Management Cloud Operations Guide
- New Video to Create an EPM Center of Excellence
- EPM Automate Updates
- Assigning and Unassigning Predefined Roles Using REST APIs in OCI Environments Requires Only the Service Administrator Role
- New Idle Session Timeout Migration REST APIs
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- Features
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- Add Submitters of Original Requests as Collaborators to Consolidation Requests
- Compare Profiles for Views
- Download Files from Export and Extract History
- Excel and ZIP File Support for Viewpoint Load
- External System Type for Universal Applications
- Merge Mode for Viewpoint Load
- Node ID Properties in Numeric String Format
- Node Selector Option to Display Other Properties
- Notify on Status Change Option for Policies
- Replay Subscriptions for Completed Requests
- REST API to Assign Requests
- Run Viewpoint Extracts from Reports Page
- Run Viewpoint Loads in an Open View
- Sequence Properties
- Subscription Handling for Inserts When Added Node Is Excluded
- Time Labels
- Time Labeled Viewpoints
- Workflow Column Set for Request Activity
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- IMPORTANT Actions and Considerations
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 15 MAR 2023 | Enterprise Data Management | Oracle Cloud Readiness App | Updated document. Added announcement. |
| 15 MAR 2023 | Features | Sequence Properties | Updated document. Revised Key Resources link. |
| 08 MAR 2023 | Features | Sequence Properties | Updated document. Revised feature description. |
| 03 MAR 2023 | Features | Updated document. Revised Key Resources documentation link. | |
| 03 MAR 2023 | Features | Subscription Handling for Inserts When Added Node Is Excluded |
Updated document. Removed Key Resources. |
| 23 FEB 2023 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Add Submitters of Original Requests as Collaborators to Consolidation Requests |
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Subscription Handling for Inserts When Added Node Is Excluded |
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Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, March 3, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, March 17, 2023.
NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.
NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, March 3, 2023.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html
A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. From the Readiness site, click the red Try Our Readiness App button in the upper right, or use this URL to access the app:
https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html
NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.
Fixed Issues and Considerations
Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.
NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.
This provides visibility into EPM Cloud release contents.
Give Us Documentation Feedback
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 EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.
Create and Run an EPM Center of Excellence
A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.
Learn more:
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Please Join Oracle Cloud Customer Connect
Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!
https://cloud.oracle.com/community
NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.
Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
OCI Migration: Oracle-Managed Migration Notifications Being Sent and Customer-Managed Migration Program Ends on April 30, 2023
One of Oracle's latest advancements, Oracle Cloud Infrastructure (OCI), is the foundation of Oracle's second generation cloud. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. Oracle's data centers around the globe are standardizing on the new OCI architecture which will deliver even greater performance and reliability. There are a lot of EPM Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
Over time, Oracle plans to migrate EPM Cloud environments currently hosted in Classic commercial data centers to OCI. Two migration options are available:
Oracle has started sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.
If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 2023.
NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: OCI provides you a purpose-built, best-in-class platform that is engineered from the ground up to run mission-critical databases, workloads, and business processes while providing end-to-end security. This new architecture delivers greater performance and reliability, and a number of EPM Cloud features that are not available in Classic EPM Cloud.
Key Resources
- EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Updates to the Oracle Enterprise Performance Management Cloud Operations Guide
The Oracle Enterprise Performance Management Cloud Operations Guide now contains instructions for requesting an increase in the governor limits for Enterprise Profitability and Cost Management and Enterprise Data Management business processes. Additionally, important information about how the Oracle-managed migration process handles Classic domain names that contain the hyphen character has been added to the guide.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: These instructions help you understand the process involved in requesting Oracle to increase the default artifact and dimension governor limits in the Enterprise Profitability and Cost Management and Enterprise Data Management business processes.
The new information about Classic domain names containing the hyphen character helps you understand the changes you may have to make to your REST API scripts after OCI migration.
Key Resources
- Oracle Enterprise Performance Management Cloud Operations Guide
New Video to Create an EPM Center of Excellence
A Center of Excellence (CoE) is a best practice for EPM. An EPM CoE is a unified effort to ensure adoption and best practices. A helpful new video is available to help you create a Center of Excellence. Watch the video: Creating an EPM Center of Excellence.
Learn more:
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- Watch the videos: Overview: EPM Center of Excellence and Creating an EPM Center of Excellence
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Key Resources
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- Watch the videos: Overview: EPM Center of Excellence and Creating an EPM Center of Excellence
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence
A new version of EPM Automate is now available. This version introduces the getIdleSessionTimeout and setIdleSessionTimeout commands for managing the idle session timeout for EPM Cloud environments and makes the deployTaskManagerTemplate command applicable to Tax Reporting. Additionally, the assignRole and unassignRole commands have been updated to allow users assigned to the Service Administrator role only to run them in OCI environments. This version also enables users assigned the combination of Power User predefined role and Migration Administrator application role to run migration related commands such as copyFileFromInstance, copySnapshotFromInstance, deleteFile, downloadFile, exportSnapshot, importSnapshot, listBackups, listFiles, renameSnapshot, restoreBackup, and uploadFile on Profitability and Cost Management environments.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
getIdleSessionTimeout Command
This command displays the idle session timeout (in minutes) of the Oracle Enterprise Performance Management Cloud environment. After a session is idle for this duration, users are redirected to the Login page.
setIdleSessionTimeout Command
Changes the session timeout (in minutes) of the Oracle Enterprise Performance Management Cloud environment. The default idle session timeout is 75 minutes. You can set a minimum of 15 minutes and maximum of 150 minutes as the idle session timeout value. The new session timeout becomes active after the next daily maintenance of the environment. After a session is idle for the duration specified using this command, the user is redirected to the Login page.
deployTaskManagerTemplate Command Works with Tax Reporting
The deployTaskManagerTemplate command deploys tasks from a Task Manager template into a task schedule ensuring consistent execution of repetitive business processes. Previously, this command was documented as available only for Financial Consolidation and Close.
Changes to Role Required to Run assignRole and unassignRole Commands in OCI Environments
Starting with this update, users assigned to the Service Administrator role only can assign and unassign predefined roles in OCI environments. Previously, to successfully run these commands, users were required to have a combination of Identity Domain Administrator and service Administrator roles.
Users with a Combination of Power User Predefined Role and Migration Administrator Application Role Able to Run Migration-related Commands on Profitability and Cost Management Environments
These commands can now be run by users assigned to a combination of Power User predefined role and Migration Administrator application role in Profitability and Cost Management: copyFileFromInstance, copySnapshotFromInstance, deleteFile, downloadFile, exportSnapshot, importSnapshot, listBackups, listFiles, renameSnapshot, restoreBackup, and uploadFile. Previously, to successfully run these commands, users were required to have the Service Administrator role.
Business Benefit: The getIdleSessionTimeout and setIdleSessionTimeout commands enable you to enforce corporate policies for session timeouts to increase security. Changes to the role requirements for running the assignRole and unassignRole commands bring it in line with the role requirements for these activities in the IDCS Console. Changes to the role requirements for running Migration-related commands in Profitability and Cost Management business process allow Service Administrators to delegate the backing up and restoring of application artifacts to Power Users.
Tips And Considerations
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
Assigning and Unassigning Predefined Roles Using REST APIs in OCI Environments Requires Only the Service Administrator Role
Assigning and unassigning predefined roles using REST APIs in an OCI Environment now requires a user with only the Service Administrator role. Previously, the user issuing these REST APIs in an OCI environment required the Identity Domain Administrator role in addition to the Service Administrator role.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: This behavior matches the requirements for assigning and unassigning predefined roles in My Services UI in Classic environments and IDCS UI and REST API in OCI environments.
Key Resources
- Assign Users to a Predefined Role or Application Role (v1) in REST API for Oracle Enterprise Performance Management Cloud
- Assign Users to a Predefined Role or Application Role (v2) in REST API for Oracle Enterprise Performance Management Cloud
- Remove Users' Role Assignment (v1) in REST API for Oracle Enterprise Performance Management Cloud
- Remove Users' Role Assignment (v2) in REST API for Oracle Enterprise Performance Management Cloud
New Idle Session Timeout Migration REST APIs
New Set Idle Session Timeout and Get Idle Session Timeout REST APIs are available to set and get the idle session timeout of EPM Cloud environments. The default idle session timeout is 75 minutes. Using the Set Idle Session Timeout API, you can set a minimum of 15 minutes to a maximum of 150 minutes as the idle session timeout value. After a session is idle for the duration specified using this API, the user is redirected to the Login page.The Get Idle Session Timeout API displays the idle session timeout of the EPM Cloud environment.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: These APIs enable you to enforce corporate policies for session timeouts to increase security.
Key Resources
- Set Idle Session Timeout and Get Idle Session Timeout in REST API for Oracle Enterprise Performance Management Cloud
Role And Privileges
- Service Administrators
Add Submitters of Original Requests as Collaborators to Consolidation Requests
When requests are consolidated, the submitters of the original requests can be automatically added as collaborators to the consolidation request. This option is available at the time of consolidating requests to enable the request owners to contribute to a consolidation request, track its progress, and reference its details. The collaborators are notified about the consolidation request to take further action if necessary.
Business Benefit: Submitters of requests which are consolidated together need the ability to track the progress of their proposed changes, as well as make further edits, or add comments and attachments after consolidation.
Key Resources
- Understanding Request Consolidation in Administering and Working with Oracle Enterprise Data Management Cloud
Saved compare profiles can be defined between viewpoints in views and run by any user of the view. This allows for recurring comparisons to be done quickly by predefining the comparison parameters in a reusable profile. Saved compares can also be filtered using a node expression to reduce the compare results to nodes with specific characteristics.
Business Benefit: Comparisons which are done repeatedly can be saved in a profile for easy use and shared with other users of a view.
Key Resources
- Creating, Editing, and Deleting Compare Profiles in Administering and Working with Oracle Enterprise Data Management Cloud
Download Files from Export and Extract History
Files created from previous exports and extracts are available for download from export and extract history in the user interface. This provides users access to export and extract files from operations run in the past by them or another user. Files to connections or the staging area are not included.
Business Benefit: In certain cases, it is helpful to access files created from past export or extract operations. This may be necessary when operations are run from the user interface and the browser session ends, or to compare export/extract results to previous output files.
Key Resources
- Exporting Dimensions in Administering and Working with Oracle Enterprise Data Management Cloud
- Running Extracts in Administering and Working with Oracle Enterprise Data Management Cloud
Excel and ZIP File Support for Viewpoint Load
Viewpoint loads support the use of XLSX and ZIP files as data sources in addition to the previously available CSV format. In XLSX formats, data for each viewpoint is setup on a different worksheet. In ZIP formats, data for each viewpoint is defined in a different text file in the compressed file.
Business Benefit: Viewpoint loads can be performed using several different source file formats to make it easier to load data into viewpoints. For example, XLSX files created from a viewpoint download can be modified and immediately reloaded into a viewpoint. Also, ZIP files created from a source viewpoint extract could be directly loaded into a target viewpoint.
Key Resources
- Viewpoint Load File Format in Administering and Working with Oracle Enterprise Data Management Cloud
External System Type for Universal Applications
Universal applications can be configured with an External System Type to provide more details on the external system being supported. This is useful in situations where a variety of different external business systems are being managed using the Universal application type. Users can view and configure this information on the Applications page and in the Application inspector for universal applications.
Business Benefit: When several universal applications exist in an Enterprise Data Management environment, it is beneficial to provide more details regarding the external system type that is being managed by each universal application. This information can be used to differentiate applications and eliminate any user confusion.
Key Resources
- Registering a Universal Application in Administering and Working with Oracle Enterprise Data Management Cloud
A Merge mode is available for viewpoint loads to process incremental changes in the form of request items in a Load request. This allows the changes from the viewpoint load to be validated, approved, committed, and recorded in transaction history. Load requests are available in request activity and are accessible in expressions. Viewpoint loads can be run in merge mode from the user interface or using the REST API.
Business Benefit: For recurring viewpoint loads, it is desirable to incrementally apply changes from the load source in a request form rather than just replacing the data in the viewpoint.
Key Resources
- Working with Viewpoint Loads in Administering and Working with Oracle Enterprise Data Management Cloud
Node ID Properties in Numeric String Format
Additional Node ID properties are available for nodes to provide automatically generated unique identifiers for data records in external systems. These properties are hash values of the Node ID (UUID) property in 32-bit or 64-bit numeric string format. These properties can be added to node types, viewpoints, bindings, and extracts as needed.
Business Benefit: Some business applications require static, numeric identifiers to use as primary or surrogate keys for data records. An example is the Display Code field for Oracle Financial Services Analytical Applications (OFSAA).
Key Resources
- System and Statistical Properties in Administering and Working with Oracle Enterprise Data Management Cloud
Node Selector Option to Display Other Properties
When inserting or moving a node in a viewpoint, you can choose to display different properties for nodes in the node selector dialog. A Show Node Property option is available to select any property configured with As Column in the viewpoint. Searches performed in the node selector remain limited to the core Name and Description properties.
Business Benefit: Users who are inserting and moving nodes sometimes need the ability to view nodes by a different property to ensure they are selecting the proper nodes. For example, in a Planning viewpoint, you may want to view nodes using a particular Alias property.
Key Resources
- Inserting a Top Node in Administering and Working with Oracle Enterprise Data Management Cloud
Notify on Status Change Option for Policies
Notification policies can be setup to notify policy users when the status of a request changes to In Flight or Completed. Previously, users were only notified when a request reached completed status. Now, policy users can also be notified of a request at the time of submission to enable the users to gain visibility to requests earlier in the workflow process.
Business Benefit: Users who do not participate in approving or committing requests may still want to be aware of in-flight requests for data they maintain or consume.
Key Resources
- Notification Policies in Administering and Working with Oracle Enterprise Data Management Cloud
Replay Subscriptions for Completed Requests
In rare cases, a subscription may fail to process because of a bad configuration such as a missing subscription assignee. Once the configuration issue has been resolved, a Replay Subscription action is available for completed requests to reprocess any failed subscriptions for that request to ensure those changes are synchronized to the appropriate targets. You have the option of disabling auto-submit for any subscription requests resulting from the replay to allow their contents to be reviewed prior to submission.
Business Benefit: Service Administrators need a way to reprocess subscriptions which did not previously run for a completed request to ensure data consistency between source and target viewpoints.
Key Resources
- Viewing Request Lineage in Administering and Working with Oracle Enterprise Data Management Cloud
A REST API endpoint is available to assign an existing request in the Submit stage to a different user to allow them to take further action. This API can be used by an automated process which creates Interactive requests or generates Import/Load requests which are not submitted.
Business Benefit: Some integration processes need to conditionally assign requests to specific users in exceptional cases.
Key Resources
- Assign a Request to a User in REST API for Oracle Enterprise Data Management Cloud Service
Run Viewpoint Extracts from Reports Page
Viewpoint extracts for all views are available on the Reports page and can be easily run from there by users with at least Participant permission and Read data access to the viewpoint.
Business Benefit: Users who can browse viewpoint data may also want the ability to run extracts for those same viewpoints. For example, a user of the Entity viewpoint also wants access to the results of an incremental extract for the Entity viewpoint.
Key Resources
- Viewpoint Extracts Report in Administering and Working with Oracle Enterprise Data Management Cloud
Run Viewpoint Loads in an Open View
A viewpoint load can be performed while browsing an open view as an alternative to initiating the load process from the Applications page. This provides an efficient way to load data into a viewpoint when you are already browsing data for it in an open view. You can immediately return to the viewpoint in the open view to see the results of the load operation. A Load menu item is available in the viewpoint tab menu to perform the viewpoint load.
Business Benefit: Data managers need to efficiently load data into viewpoints from external files while already in the act of browsing the viewpoint data.
Key Resources
- Navigating Viewpoints in Administering and Working with Oracle Enterprise Data Management Cloud
Sequence properties offer the ability to populate a node property value with an automatically generated, incrementing sequence number. Sequence properties can be configured at the application level. Nodes using sequence properties will get a value assigned when a node is added to a viewpoint. For nodes which already exist in the viewpoint, a sequence number will be assigned the next time the node is updated. Sequence property values can be overridden by a user-defined value. You can also clear the current node property value to get the next value in the sequence.
Business Benefit: Some enterprise data records need attributes which are based on sequential values which can be auto-generated or user-defined. Examples include a record ID in a data warehouse dimension table or a suggested node name for new nodes in a Project dimension.
Key Resources
- Working with Sequence Properties in Administering and Working with Oracle Enterprise Data Management Cloud
Subscription Handling for Inserts When Added Node Is Excluded
Subscriptions configured with a node expression filter may exclude an added node under a certain parent but include inserts for the same node under other parents in a hierarchy viewpoint. In this situation, one of the Inserts will be converted to an Add action to ensure proper synchronization of the node to the target viewpoint by the subscription.
Business Benefit: In situations where a node is placed under multiple parents in a source viewpoint and a subscription node expression filter is used, a node may need to be added to the target viewpoint rather than being inserted in cases where the node does not already exist.
Time labels enable you to create point-in-time snapshots of your data for comparison, reporting, and analysis purposes. A time label can be setup as a Fixed date and time in the past or a Rolling period of time based on the calendar year. Time labels are created at the view level to allow different groupings of enterprise data to share common time periods of interest. Rolling time labels can represent the end of a prior month, quarter, or year.
Business Benefit: Organizations need access to previous versions of their enterprise data to understand how the data has changed over time and to satisfy governance and audit requirements.
Key Resources
- Creating, Editing, and Deleting Time Labels in Administering and Working with Oracle Enterprise Data Management Cloud
Time labeled viewpoints can be used to access data in node sets as of a historical point in time. Each time labeled viewpoint uses a single time label which can remain static or be changed on a routine basis. Data in the time labeled viewpoint can be browsed, searched, and extracted as well as compared to other viewpoints in the view.
Business Benefit: Different data sets may require referencing different time periods in the past. For example, Entity data may need to be compared to history on a quarterly basis while Cost Center users may want a snapshot of how the hierarchy was structured prior to a recent reorganization.
Key Resources
- Working with Time Labeled Viewpoints in Administering and Working with Oracle Enterprise Data Management Cloud
Workflow Column Set for Request Activity
Additional workflow information for requests can be displayed on the Requests page using the Select Column Set option. The Workflow column set provides columns identifying the invitees, approvers, and committers of the requests displayed in request activity. The All option displays all columns at the same time for larger screen sizes.
Business Benefit: Some users desire the ability to view the invitees, approvers, or committers for requests displayed in request activity to assess their progress and take further action if necessary.
Key Resources
- Working with Request Activity in Administering and Working with Oracle Enterprise Data Management Cloud
IMPORTANT Actions and Considerations
One-Week Lag Between Readiness Documents Live and Help Center Live
Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.
EPM COMMON
EPM Cloud Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
EPM Cloud environments on OCI (Gen 2) will transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains in the coming months. For information on IAM, see Overview of Identity and Access Management.
After this transition, existing IDCS administration and My Profile functionalities will remain the same, but will be hosted on Oracle Cloud Console. The Oracle Cloud sign-in page will have an updated design to match the latest Oracle Cloud design guidelines.
Please see Schedule - Identity Domains to Existing OCI Tenancies for the estimated schedule for introducing OCI IAM identity domains to different OCI regions.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
ENTERPRISE DATA MANAGEMENT
Financials Cloud General Ledger Allow Duplicates Default Change
Starting in 23.03, when registering Financials Cloud General Ledger applications the default setting for Allow Duplicate Nodes on the Financial Setup screen has been changed to False.
Reference Dimensions Renamed to Lookup Dimensions
Starting in 23.03, Reference Dimensions in Enterprise Data Management Cloud have been renamed to Lookup Dimensions.
Ability to Request Increases in Enterprise Data Management Governor Limits
Starting in 23.03, you can submit a technical service request to increase the following internal Enterprise Data Management Cloud governor limits:
- Maximum number of request items for specific types of requests
- Subscription
- Import
- Load
- Interactive
- Consolidation
-
Maximum number of rows that can be added to a request attachment via the public API
Key Resources