Cloud Readiness / Oracle Enterprise Performance Management Cloud
What's New
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  1. August 2021 Update
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Enterprise Performance Management Cloud
        1. Monthly Update Schedule
        2. Fixed Issues and Considerations
        3. Please Join Oracle Cloud Customer Connect
        4. Give Us Documentation Feedback
        5. Follow Us on Social Media
    1. EPM Common
        1. New Topics in EPM Cloud Operations Guide
        2. EPM Automate Updates
        3. Server-side Execution of EPM Automate Commands
        4. Update to REST API Syntax for User Access Report and User Audit Report
        5. Update to Add Users REST API
        6. Update to Send Email REST API
        7. Updates to the Clone Environment Feature
        8. Activity Report Enhancements
        9. Redwood Look and Feel Enhancements
        10. Ability to Change Dynamic User Variables in Dashboard 2.0 POV Bars
        11. Smart View Ad Hoc Behavior Application Setting Now Defaults to Standard
        12. EPM Cloud Integration with the Oracle Autonomous Database
        13. Reports System Level Option to Set Default Chart Colors
        14. Upgraded PDF Viewer for Reports and Books
        15. Audit Log Now Includes Audit Configuration Changes
        16. Ability to Reuse Previously Deleted Object Names
    2. Account Reconciliation
        1. Reorganized Available Options Under Configuration > Periods and Application > Periods
        2. Option Added for Administrators to Hide Adjustment Types from Users in Transaction Matching
        3. Mandatory Setting of Batch Size for Most Auto Match Rules in Transaction Matching
        4. Setting the Maximum Number of Iterations When Performing 1 to Many Subset Auto Matches in Transaction Matching
    3. Enterprise Data Management
        1. Created by and Created Date Properties for Nodes
    4. Financial Consolidation and Close
        1. Support for Applications with Movement and Period As Dense Dimensions
        2. Translation Logic Change for Acquisition and Disposal Movement Members
    5. Narrative Reporting
        1. Upgraded PDF Viewer for Report Packages, Reports, and Books
    6. Planning
        1. New Videos
        2. New Tutorials
        3. Introducing Quick Start Checklists for EPM Cloud Planning
        4. Updates to Oracle EPM Cloud Groovy Rules Java API Reference: New Strategic Modeling Groovy Options
        5. Workforce Enhancements for Flexible Account Mapping to Financials
        6. Workforce Enhancements for Merit Assumptions
        7. Workforce Custom Dimension Support in Reporting Cube
        8. Support for Mapping Strategic Modeling with Business Cases as the Target
        9. New Strategic Modeling Data Map Options
        10. Ability to Save Models as a Local File on the Strategic Modeling Web Interface
    7. Profitability and Cost Management
    8. Tax Reporting
  5. IMPORTANT Actions and Considerations

August 2021 Update

Revision History

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
24 AUG 2021 Planning

Workforce Enhancements for Merit Assumptions

Updated document. Updated Tips and Considerations.

06 AUG 2021 Planning Introducing Quick Start Checklists for EPM Cloud Planning Updated document. Delivered feature in August 2021.
29 JUL 2021     Created initial document.

Overview

This document outlines the upcoming Enterprise Performance Management Cloud update.

Feature Summary

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
(Feature Delivered Enabled)

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
(Feature Delivered Disabled)

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.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Enterprise Performance Management Cloud

EPM Common

EPM Automate Updates

Server-side Execution of EPM Automate Commands

Update to REST API Syntax for User Access Report and User Audit Report

Update to Add Users REST API

Update to Send Email REST API

Updates to the Clone Environment Feature

Activity Report Enhancements

Redwood Look and Feel Enhancements

Ability to Change Dynamic User Variables in Dashboard 2.0 POV Bars

Smart View Ad Hoc Behavior Application Setting Now Defaults to Standard

EPM Cloud Integration with the Oracle Autonomous Database

Reports System Level Option to Set Default Chart Colors

Upgraded PDF Viewer for Reports and Books

Audit Log Now Includes Audit Configuration Changes

Ability to Reuse Previously Deleted Object Names

Account Reconciliation

Reorganized Available Options Under Configuration > Periods and Application > Periods

Option Added for Administrators to Hide Adjustment Types from Users in Transaction Matching

Mandatory Setting of Batch Size for Most Auto Match Rules in Transaction Matching

Setting the Maximum Number of Iterations When Performing 1 to Many Subset Auto Matches in Transaction Matching

Enterprise Data Management

Created by and Created Date Properties for Nodes

Financial Consolidation and Close

Support for Applications with Movement and Period As Dense Dimensions

Translation Logic Change for Acquisition and Disposal Movement Members

Narrative Reporting

Upgraded PDF Viewer for Report Packages, Reports, and Books

Planning

Introducing Quick Start Checklists for EPM Cloud Planning

Updates to Oracle EPM Cloud Groovy Rules Java API Reference: New Strategic Modeling Groovy Options

Workforce Enhancements for Flexible Account Mapping to Financials

Workforce Enhancements for Merit Assumptions

Workforce Custom Dimension Support in Reporting Cube

Support for Mapping Strategic Modeling with Business Cases as the Target

New Strategic Modeling Data Map Options

Ability to Save Models as a Local File on the Strategic Modeling Web Interface

>>Click for IMPORTANT Actions and Considerations

Enterprise Performance Management Cloud

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 6, 2021.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 20, 2021.

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, August 6, 2021.

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.

Fixed Issues and Considerations

Software issues addressed each month and considerations will be posted to My Oracle Support.

NOTE: Starting with this update, 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.

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.

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.

Follow Us on Social Media

Follow EPM Cloud on YouTubeTwitterFacebook, and LinkedIn.

These are great resources for the latest updates and information about EPM Cloud.

EPM Common

New Topics in EPM Cloud Operations Guide

The EPM Cloud Operations Guide has been enhanced with additional sections.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Newly added sections include:

  • Troubleshooting Financial Consolidation and Close Retrieval Performance
  • Resolving Clone Environment Issues
  • Fixing Strategic Modeling Issues
  • Using Control to-Date Storage with very large applications
  • Managing Patching Issues
  • Requesting an Increase in Planning Governor Limits
  • Requesting Infrastructure Maintenance Delay
  • Requesting Additional Environments for Oracle Enterprise Cloud Service Subscriptions

Business Benefit: These new topics help customers fix issues, optimize performance, and make requests to Oracle more efficiently.

Key Resources

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the cloneEnvironment, invalidLoginReport, and roleAssignmentAuditReport commands. Additionally, the addUsers and sendMail commands have been modified.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

cloneEnvironment Command

Clones the current environment and, optionally, identity domain artifacts (users and roles). This command is an alternative to using the Clone Environment feature in Migration.

invalidLoginReport Command

In OCI (Gen 2) environments, creates the Invalid Login Report, which lists the failed attempts to sign into the environment over a specified period of time (maximum last 90 days).

roleAssignmentAuditReport Command

In OCI (Gen 2) environments, creates an audit report that lists the changes made to predefined and application role assignments over a period of time (maximum last 90 days). This report lists the user name for which a role change was made, the role that was assigned or unassigned, the user who performed the role change, and the timestamp when the action was completed.

addUsers Command

The addUsers command has been modified to not send out emails to the newly added users if the value of the resetPassword parameter is set to false.

sendMail Command

The sendMail command has been modified to allow you to attach any file up to 10 MB in size, other than snapshots, available in EPM Cloud environments.

Business Benefit: The new and updated commands facilitate the remote administration of EPM Cloud environments.

Key Resources

Server-side Execution of EPM Automate Commands

Some EPM Automate commands can be run directly in EPM Cloud using Groovy. You do not need to install EPM Automate client to run commands using Groovy scripts. Note that server-side execution of commands is not the same as running Groovy scripts on a client computer to execute EPM Automate commands.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

These commands can be run through server-side Groovy scripts:

  • copyFileFromInstance
  • copyFromObjectStorage
  • copySnapshotFromInstance
  • copyToObjectStorage
  • encrypt
  • feedback
  • importSnapshot
  • login
  • logout
  • recreate
  • sendMail

Business Benefit: Server-side execution of EPM Automate commands using Groovy scripts enables you to run commands without installing EPM Automate on client computers.

Steps to Enable

Create server-side groovy scripts using Calculation Manager

Key Resources

Update to REST API Syntax for User Access Report and User Audit Report

The syntax has been updated for the REST APIs for User Access Report and User Audit Report to conform to the JSON standard. This change occurred beginning in June 2021.

For the updated syntax to use, see User Access Report and User Audit Report in REST API for Oracle Enterprise Performance Management Cloud.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: This allows you to conform to the JSON standard.

Key Resources

Role Information

  • Service Administrators

Update to Add Users REST API

The Add Users REST API has been modified to not send out emails to the newly added users if the value of the resetpassword parameter is set to false.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: This gives you the option to avoid sending email messages when adding users.

Key Resources

Role Information

  • Service Administrators

Update to Send Email REST API

The Send Email REST API has been modified to allow you to attach any file up to 10 MB in size, other than snapshots, that is available in EPM Cloud environments.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: This update gives you more flexibility when sending email.

Key Resources

  • Send Email in REST API for Oracle Enterprise Performance Management Cloud

Role Information

  • Service Administrators

Updates to the Clone Environment Feature

The Clone Environment feature has been updated so that it does not downgrade the Essbase version in the target environment during the cloning process. For example, if the source environment has non-Hybrid Essbase and the target has Hybrid-enabled Essbase, the clone feature will not downgrade the Essbase in the target environment to non-Hybrid Essbase. Instead, the cloning process will fail.

Applies To: Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: This update addresses customer concerns with downgrading the Essbase version during the clone process.

Key Resources

Activity Report Enhancements

The Activity Report has been enhanced by adding the outline order to the Dimensions table and a new table that shows details of BSO Restructure types.

Applies To: Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting,

These updates are available in the Activity Report:

  • Outline order to the Dimensions information.

              Sample Outline Order Information in the Activity Report

  • Details of BSO Restructure.

Updated BSO Restructure Information in the Activity Report

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: These changes help you identify the order in which dimensions are calculated and the types of restructures that were performed on cubes.

Key Resources

Redwood Look and Feel Enhancements

The Redwood Experience is the default theme for new instances, and EPM Cloud has enhanced the look and feel of the user experience with Redwood-style icons, fonts, and colors.

Applies to: Account Reconciliation, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

This update includes the following Redwood-style look and feel enhancements:

  • Icons and fonts for all pages and themes
  • Page title font for all pages and themes
  • Navigator Menu icons and colors (Redwood Experience only)
  • Horizontal tab icons and colors (Redwood Experience only)
  • Data visualization colors (Redwood Experience only)

NOTE: For data visualizations in Dashboard 2.0, the custom color palette now supports only 12 colors instead of 15. If you created a dashboard in 21.07 or earlier and you used 15 colors in your visualization, you will continue to see 15 colors at runtime. However when you try to change the custom colors, the dashboard designer will only display 12 colors from which you can select and save.

To enable Redwood, click Tools, then Appearance, and then select Enable Redwood Experience.

Business Benefit: The Redwood Experience provides an enhanced look and feel and brings consistency across Oracle Cloud.

Key Resources

Ability to Change Dynamic User Variables in Dashboard 2.0 POV Bars

In Dashboard 2.0, you now have the ability to change dynamic user variables directly from the POV bar.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

User variables are supported in both global and local POVs in dashboards, and you can now change dynamic user variables directly from the POV bar.

Business Benefit: Improved usability for Dashboard 2.0 POVs.

Key Resources

Smart View Ad Hoc Behavior Application Setting Now Defaults to Standard

All new applications and all recreated applications now only use the Standard setting for the Smart View Ad Hoc Behavior option.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

The Standard setting offers you these enhanced ad hoc features:

  • In-grid POV—POV members are placed on the grid instead of in the POV toolbar.

  • Submit Data—Using the default Submit Data button in the Smart View ribbon, all cells in a grid are submitted, including Smart List values, Text values, and all data cells that have been explicitly modified (made dirty). Once the submit operation is complete, the entire grid will be refreshed.

  • Free-form support—Supports empty columns and rows anywhere in a grid and changing the alias table. Additionally, supports member auto-refresh where deleted members are returned to the grid upon refresh.

  • Saving ad hoc grids—The Save Ad Hoc Grid command is enabled and you can save ad hoc grids; however, the Submit Formatting option is not yet available.

  • Multiple-grid ad hoc—Supports multiple ad hoc grids on the same Excel worksheet. With multiple-grid ad hoc, you can submit data from any grid on the sheet. Grids based on aggregate storage cubes and block storage cubes are supported on the same sheet. Each grid is independent; for example, if required, you can change the alias table for only one grid on the sheet.

  • Additional Zoom In options—These additional commands are available from the drop-down menu on the Zoom In button in the provider ad hoc ribbon: Sibling Level, Same Level, Same Generation (requires Smart View 21.100).

  • Multiple-cell select for ad hoc operations—Select multiple row or column member cells and then perform any of the following actions: Zoom In, including any of the zoom options, such as Bottom Level or Same Generation; Zoom Out; and Keep Only and Remove Only (requires Smart View 21.100). 

When the Smart View Ad Hoc Behavior option is set to Standard, the following features and functionality are not supported:

  • Create Smart Forms
  • Open a native mode grid in standard mode; open a standard mode grid in native mode.
  • Zoom In on Formulas
  • HSACTIVE is supported on multiple-grid sheets only when using a private connection; HSACTIVE on a multiple-grid sheet using a shared connection is not supported
  • Preserve Formula is disabled in multiple-grid sheets

Existing and migrated applications will not experience any change in behavior, and Native will remain as the default Smart View Ad Hoc Behavior option, with Standard being an option.

Note that the Native mode Smart View Ad Hoc Behavior setting will eventually be phased out (timeline is yet to be determined). If you are using the Native mode option, we recommend that you plan on switching your Smart View Ad Hoc Behavior application setting to Standard mode soon.

Business Benefit: With the Smart View Ad Hoc Behavior application setting defaulting to Standard, Smart View users have access to several useful ad hoc features, including in-grid POV; multiple-grid ad hoc, enhanced data submit, ability to save ad hoc grids, enhanced free-form support, additional zoom-in options, and multiple-cell select for Zoom In, Zoom Out, Keep Only, and Remove Only.

Steps to Enable

For all new applications and all recreated application, there are no steps required to set the Smart View Ad Hoc Behavior option to Standard.

If you are working with an existing or migrated application, to set the Smart View Ad Hoc Behavior option to Standard:

  1. In your web application, click Application, and then click Settings.
  2. In System Settings, set the Smart View Ad Hoc Behavior option to Standard.
  3. Click Save.

Key Resources

EPM Cloud Integration with the Oracle Autonomous Database

Starting in this update, you can use the EPM Integration Agent to integrate data from the Oracle Autonomous Database.

You can use EPM Integration Agent to:

  • source data from staging or other source applications running on the Oracle Autonomous Database
  • export data from the EPM Cloud to selected reporting data warehouses in the Oracle Autonomous Database, such as the Oracle Autonomous Data Warehouse and Oracle Autonomous Transaction Processing

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

The Oracle Autonomous Database is a comprehensive cloud experience with fully automated data warehousing and transaction processing workloads optimized on high-end Oracle hardware systems. The Oracle Autonomous Database provides an easy-to-use, fully autonomous database that scales elastically and delivers fast query performance.

As a service, the Oracle Autonomous Database does not require database administration. You do not need to configure or manage any hardware or install any software. The Oracle Autonomous Database handles provisioning the database, backing up the database, patching and upgrading the database, and growing or shrinking the database.

When loading or writing back data from and to the Oracle Autonomous Database, the EPM Integration Agent is used to establish the connectivity between the Oracle Autonomous Database and the EPM Cloud. Customers can either install the agent on a local computer (similar to the way customers currently use the agent to extract data from on-premises data sources)  or install the agent in a Oracle Cloud Infrastructure (OCI) compute node and then configure the database connectivity. The compute node provides the processing power and memory capacity for the virtual servers they host. This approach provides customers with scalability and flexibility for their solutions.

Business Benefit: EPM Cloud customers now have a set of easy-to-use, no-code tools to load and write-back to data stores on the Oracle Autonomous Database.

Key Resources

Reports System Level Option to Set Default Chart Colors

With the introduction of the Redwood Experience as the default theme in EPM Cloud, the Redwood theme colors will be the default chart colors in existing reports, unless the colors were modified in the charts during report design via the Series chart property.

Applies to: Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Tax Reporting

In the report designer, while editing a report, you can Set Default Chart Colors in the Actions menu to set the default chart color for the first 12 chart data sets, which are used in all charts.

NOTE: Using the Action menu, you can Set Default Chart Colors.

You can also adjust the chart colors for individual charts within a report via the chart’s Series Property, which will override the default values defined in the Action menu.

Business Benefit: This option provides the ability to customize the chart theme outside of the Redwood Experience chart colors and provide default chart colors when creating new charts.

Key Resources

Upgraded PDF Viewer for Reports and Books

An upgraded PDF Viewer, which includes many advanced viewer features, is available for reports and books.

Applies to: Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Tax Reporting

The Viewer provides the following functionality:

  • Toggle thumbnail sidebar
  • Find text within the document
  • Go to the previous/next page
  • Go to an entered page number
  • Zoom in/out buttons
  • Select a zoom level (For example %s, Automatic, Page Width, and so on.)
  • Switch to Presentation Mode
  • Print the document
  • Download the document
  • Other Navigation and Viewing Tools

PDF Preview Options

Business Benefit: The upgraded PDF Viewer provides consistent and expanded display features across reports and books.

Key Resources

Audit Log Now Includes Audit Configuration Changes

The audit log now includes any changes to the audit configuration settings. For example, if a user enables or disables the Clear Cell Details audit option, the change is tracked in the audit log. You can view the changes on the Audit Information page, and export the information using the Export option or the Migration process.

Applies to: Financial Consolidation and Close, Tax Reporting

Business Benefit: The audit log now lets you track changes for enabling or disabling audit configuration settings, including who made the changes, and what the values were before and after the changes.

Key Resources

Ability to Reuse Previously Deleted Object Names

In the past, if you deleted an object (for example, an Organizational Unit, Attribute or Team) referenced by another object, the service would hide the object for new uses, but persist it to be displayed for older references. This created issues when users wanted to recreate an object using that same name. This enhancement allows new objects to reuse the name of the previously deleted object. Any objects referencing the old object will now be linked to the new object.

Applies to: Account Reconciliation, Financial Consolidation and Close, Tax Reporting

Business Benefit: This feature allows customers to have more flexibility in naming of objects.

Key Resources

Account Reconciliation

Reorganized Available Options Under Configuration > Periods and Application > Periods

The option to Run Auto-Reconciliation and the option to Generate Report Binder have been moved from Configuration > Periods to Application > Periods to make it more consistent with other options that are part of ongoing use of Account Reconciliation.  This leaves the options to Create, Edit or Delete Periods only under Configuration which makes more sense.

Business Benefit: The reorganization clearly differentiates options customers want to use under Configuration > Periods (create, edit, delete) versus ongoing activities under Application > Periods.

Key Resources

Option Added for Administrators to Hide Adjustment Types from Users in Transaction Matching

In the past, all adjustment types displayed to users in the drop down on the Unmatched dialog when creating a Match With Adjustment. Since administrators may want to use certain adjustment types for Auto Match only, this feature gives an administrator the flexibility to hide certain adjustment types using the Edit Match Type dialog.

Business Benefit: Giving administrators the ability to hide adjustment types that are used for Auto Match only, gives the administrator more control over what other users see in the Adjustment Type drop down list.

Key Resources

Mandatory Setting of Batch Size for Most Auto Match Rules in Transaction Matching

Transaction Matching matches transactions in batches to optimize the database performance. Batch size is used to limit the number of transactions being used on the source side of the data source or one-side of the match process for 1 to Many an Many to 1 type of rules. Usually, the batch size does not need to be changed as the default value is optimal. However, In certain cases, you may want to change the batch size when a high number of ambiguous matches are possible. This feature adds batch size as a mandatory field for 1 to 1, 1 to Many, and Many to 1 Auto Match rules and defaults are displayed that can be adjusted higher or lower.

NOTE: This feature does not apply to Many to Many or Adjustment Auto Match rules.

Business Benefit: This feature allows you to adjust the batch size in order to improve the processing of matches and gives you more control.

Key Resources

Setting the Maximum Number of Iterations When Performing 1 to Many Subset Auto Matches in Transaction Matching

This feature allows you to adjust an iteration count on the Edit Rule dialog in order to balance performance vs match rate during 1 to Many Subset Auto Matches.  When subset matching is being used, Transaction Matching tries to evaluate various combinations of the potentially matching transactions on the Many side.  After the filtering and grouping conditions are applied, each transaction will be attempted to be matched with all potential combinations of the transactions on the many side.  Performance can be tuned by adjusting the number of combinations Transaction Matching will use in attempting to find a match.  In many cases if the transaction cannot be matched and there is a large number of transactions on the Many side, then the system can attempt to find a match until combinations are exhausted.  This process can be potentially time consuming. In cases where characteristics of the transactions are known, users can increase the iteration count to a higher value to achieve a better match rate.  However it comes with cost of performance.  Conversely, performance can be improved by reducing the iteration count which can take a hit on the match rate.  This can be utilized if performance is key factor over match rate.

Business Benefit:  This feature allows you to adjust the iteration count in order to balance performance vs better match rate when performing 1 to Many Subset Auto Matches.

Key Resources

Enterprise Data Management

Created by and Created Date Properties for Nodes

Additional CoreStats properties are available to identify who created a node and when the node was created. The Created By and Created Date properties can be included in any node type which needs to provide this information. These properties are automatically populated at the time a node is added to a viewpoint and can be used in expressions as well as exports and extracts.

Business Benefit: Some users want the ability to view this information as properties of each node rather than needing to look at the history of a node. Certain external systems and processes consuming data from Enterprise Data Management also require this type of information to be provided.

Key Resources

Financial Consolidation and Close

Support for Applications with Movement and Period As Dense Dimensions

When you create an application, you can now select an option to make Period and Movement Dense dimensions instead of Account as the Dense dimension. You can also migrate an existing application to one with the Period and Movement dimensions as Dense dimensions. The migration utility is available from the Application Overview screen. When you create or migrate an application with Period and Movement as Dense dimensions, the system makes the required changes to seeded members and member formulas.

NOTE: This option applies only to applications that are running on Hybrid-enabled Essbase.

Business Benefit: Setting Period and Movement as dense dimensions can increase the block density, reduce application size, and improve performance.

Steps to Enable

When you create an application, the Make Period and Movement Dense option is selected by default. If you want to create an application with Account as the Dense dimension, uncheck this option.

Before converting an existing application to one with Period and Movement as Dense:

  • Ensure there are no metadata validation errors.
  • Ensure there are no pending metadata changes and that Refresh Database has run successfully.
  • Make a backup of the application.
  • Disable scheduled jobs and reschedule the automatic maintenance window.

Next, perform these steps:

  1. On the Home page, click Application, and then Overview.
  2. From Actions, select Make Period and Movement Dense to launch the Migration wizard.
  3. Confirm that you have completed the pre-conversion actions before starting the migration process, then click Next and follow the prompts in the Migration wizard. 
  4. Wait for the migration process to finish, then log out of the application and log back in.

Also see “Post-Conversion Steps after Converting an Application to Period and Movement as Dense” in Converting Period and Movement Dimensions to Dense Dimensions in Administering Financial Consolidation and Close Cloud.

Key Resources

Translation Logic Change for Acquisition and Disposal Movement Members

In applications with Ownership Management enabled, the translation logic has changed for the Acquisition and Disposal Movement dimension members.

Since these are Opening Balance adjustments, they now use the prior period Ending Rate for translation. This applies to the following dimension members:

  • FCCS_Mvmts_Acquisitions
  • FCCS_Mvmts_Acquisitions_Input
  • FCCS_Mvmts_Disposals
  • FCCS_Mvmts_Disposals_Input

For Historical accounts, the system uses the prior period Effective Rate for the translation of Acquisition and Disposal Movement members, or the prior period Average Rate if the Effective rate is not available.

If you need to disable the new translation behavior and revert to the original behavior, you can create a Substitution Variable named "TranslateOBOCAcqDispAtPriorER" and set the value to "False".

Business Benefit:The translation logic applied to the FCCS_OpeningBalanceAdjustment member has been extended to the Acquisitions and Disposals Movement dimension members.

Key Resources

Narrative Reporting

Upgraded PDF Viewer for Report Packages, Reports, and Books

The PDF Viewer has been upgraded and now includes many new advanced viewer features that are typically seen in other document viewers such as Microsoft Word and Adobe PDF. The upgraded PDF viewer provides a consistent viewing experience across Reports, Books, and Report Packages (Preview, Review, Sign Off, and Distribution). It provides the following functionality:

  • Toggle thumbnail sidebar
  • Find text within the document
  • Go to the previous/next page
  • Go to an entered page number
  • Zoom in/out buttons
  • Select a zoom level (For example %s, Automatic, Page Width, and so on.)
  • Switch to Presentation Mode
  • Print the document
  • Download the document
  • Other Navigation and Viewing Tools

Report Package PDF Preview Options

Business Benefit: The upgraded PDF Viewer provides consistent and expanded display features across Reports, Books, and Report Packages.

Key Resources

Planning

New Videos

Several new video tutorials are available for Planning.

Designing Forms in EPM Planning

Learn best practices in designing forms in Planning. After setting up dimensions, you can start building forms to support data entry, summary reporting, and review.

Integrating Projects in EPM Planning with Project Management

Learn how the Projects module in Oracle EPM Planning integrates with Oracle Fusion Cloud Project Management. In EPM Planning you create projects, enter summary budget data, approve the projects, then run integration jobs that push the projects and budget data to Project Management. In Project Management, you assign a project manager, create a detailed project budget, and collect actual data for the project. Then in EPM Planning you import the project actuals from Project Management and calculate them so you can perform variance analysis between actual and plan data.

Configuring EPM Planning for Project Management Integration

See how to configure the Projects module in Oracle EPM Planning for integration with Oracle Fusion Cloud Project Management. You learn how to enable out-of-the-box Project Management integration features, update project Smart Lists with project template names, add project organizations to the Entity dimension, and set up an internal connection to the reporting cube for Projects.

Configuring Project Management for EPM Planning Integration

Learn how to set up requirements in Oracle Fusion Cloud Project Management to integrate with Oracle EPM Planning. You learn about the roles and privileges you need to configure security, and how to define Financial Plan Types, Project Templates, and the budget approval workflow.

Configuring Mappings and Integration Options for EPM Planning and Project Management

Review how to configure data integration jobs used to copy data between Oracle EPM Planning and Oracle Fusion Cloud Project Management. After initializing integration definitions, you’ll need to review and update them based on your implementation requirements. For each integration definition, you learn how to map source and target dimensions, set filter options, and set calendar integration options.

Setting Up Data Integration for EPM Planning and Project Management

See how to set up data integration requirements between Oracle EPM Planning and Oracle Fusion Cloud Project Management. You learn how to register Project Management as a source system, configure a source connection, register applications, map dimensions in Application Details, initialize integration jobs used to push data, and define period mappings.

Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.

New Tutorials

Three new hands-on tutorials are available for Workforce. These tutorials provide step-by-step instruction on how to complete a set of tasks, complete with screenshots and a snapshot.

Loading and Calculating Incremental Workforce Data

This 60-minute tutorial shows you how to set up and configure Data Management to load and calculate incremental Workforce data.

Defining New Additional Earnings and Configuring Benefits & Taxes

This 90-minute tutorial shows you how to configure additional earnings, benefits, and taxes in Workforce.

Performing Employee and Job Mass Updates

This 45-minute tutorial shows you how to update and process data on multiple existing employees or jobs and then process the updated data in Workforce using Mass Update forms.

Business Benefit: Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Introducing Quick Start Checklists for EPM Cloud Planning

Wondering how to start using EPM Cloud Planning? Use these checklists on your first day. Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms, and use reports. Use the Implement Planning checklist to create the Planning business process and application. The checklists are organized by roles for Service Administrators, Power Users, Users, and Viewers.

Planning Quick Start Checklists

Business Benefit: These quick start checklists help you learn how to speed up your first day using EPM Cloud Planning.

Updates to Oracle EPM Cloud Groovy Rules Java API Reference: New Strategic Modeling Groovy Options

The Oracle EPM Cloud Groovy Rules Java API Reference has been updated to include new functions. Strategic Modeling Groovy rules now provide options that enable you to specify how missing (#missing) data is handled while moving data. You can set whether to preserve input or output values for cells that are not imported.

The new Strategic Modeling data map options are:

  • Import #missing value as (StrategicModelMissingValueOption): IGNORE, Zero As Output (default), NaN, INPUT_ZERO

  • For cells that are not being imported (StrategicModelPreserveValueOption): PRESERVE_INPUT_VALUES (default), PRESERVE_OUTPUT_VALUES

Business Benefit: This option gives you more flexibility when moving data.

Steps to Enable

Follow the steps to create a Groovy business rule in Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud. For a step-by-step tutorial on creating Groovy business rules, see Introduction to Groovy Business Rules and the other Groovy tutorials. For the technical specification of the new features, see the EPM Cloud Groovy Rules Java API Reference.

Tips And Considerations

If you are new to Groovy business rules, get an introduction by watching the Learning Groovy in EPM Cloud video.

Key Resources

Role Information

  • Calculation Manager Business Rule Designer

Workforce Enhancements for Flexible Account Mapping to Financials

Flexible Account Mapping gives you more flexibility in mapping Workforce accounts to Financials accounts. Enabling this option allows you to map Salary and Merit data from Workforce to any account in Financials. You can map Salary and Merit to the same account, or to different accounts. Typically you would enable Flexible Account Mapping if you are using your own chart of accounts in Financials, rather than using the provided chart of accounts, however this is not a requirement.

You can specify whether the mapping should be done at the Global level (the same mapping for every entity) or at the Entity level, and whether the mapping drivers should be based on the Grade or on the Defaults for the application. If you select Defaults, you can vary the mappings across default drivers. For example, If Granularity is Employee and Job, you can vary the mapping across Job and Union Code.

You use the provided data maps to push the data from Workforce to Financials.

As part of this enhancement a new rule is provided, Copy Data Across Entities, that allows you to copy defaults for Salary, Additional Earnings, Benefits, and Taxes; or the mappings for Salary and Merit; from one entity to other entities.

Business Benefit: Flexible account mapping enhances the integration between Workforce and Financials by supporting mapping to a custom Financials chart of accounts, and allows you to map salary accounts and merit accounts separately, if needed.

Steps to Enable

  1. From the Home page, click Application, and then click Configure.
  2. From the Configure list, select Workforce, and then click Enable Features.
  3. Select Flexible Account Mapping.
  4. For Mapping Level, select Global or Entity.
  5. For Mapping Drivers, select Grade or Defaults.
  6. Click Enable.
  7. Log out and log in again.
  8. From the Home page, click Workforce, then click Compensation Planning.
  9. If you enabled flexible account mapping drivers by Grade, click Assumptions and then click the Financial Account Mapping tab. If you enabled flexible account mapping by Defaults, click Defaults and then click the Salary Mapping tab or Merit Mapping tab.
  10. If you enabled flexible account mapping drivers by Grade, for each salary or merit account, select a Financials account to map to, and then click Save. If you enabled flexible account mapping by Defaults, right-click a row in the form and then select Add Salary Mapping or Add Merit Mapping. Select a member or members for each default driver dimension that the financial mapping should apply to, select a Financials account to map to, and then click Launch.

Tips And Considerations

  • You can incrementally enable Flexible Account Mapping.
  • Financials and the Financials Expense planning option must be enabled in order to enable this feature.

  • After you add the accounts in Financials, make sure to add the accounts as shared members under OFS_Cross Module Integration > OFS_Workforce FinStmt Integration > OFS_Total Compensation. This step ensures that your own accounts are available for selection when modifying the mappings.

  • If you chose to map the Salary by Grade, and your loaded data has only Salary Basis and Rate without Grade information, define the mapping to OWP_No Grade in the Component dimension to successfully to move data for these employees.

Key Resources

Workforce Enhancements for Merit Assumptions

In Workforce, you can enable an option for Merit Assumptions, which allows you to set a date by which existing employees must be hired to be eligible to receive merit, and allows you to specify the month in which merit should start.

Business Benefit: Enabling Merit Assumptions gives planners more flexibility in planning merit.

Steps to Enable

  1. From the Home page, click Application, and then click Configure.
  2. From the Configure list, select Workforce, and then click Enable Features.
  3. Enable Expense Planning and Merit Based Planning if they are not already enabled.
  4. Select Merit Assumptions, specify at what level to plan: Global or Per Entity, and then click Enable.
  5. Log out and log in again.
  6. From the Home page, click Workforce, then click Compensation Planning, and then click Assumptions.
  7. Click the General tab, if needed, and in the Set Merit Assumptions area, for each year, set merit assumptions for Merit Month and Cut-off Date for existing employees and then click Save.
  • Merit Month specifies, for each year, the month in which to give a merit increase.
  • For existing employees, the Cut-off Date indicates the date, for each year, by which an employee must be hired to be eligible for a merit increase.

Tips And Considerations

  • You can incrementally enable Merit Assumptions.
  • If you enable Merit Assumptions, the Global or Per Entity selection applies to all merit-based assumptions, including merit rate, merit month, and cut-off date. Ensure that you load merit rates to the level you select.
  • Merit Cut-off Date applies only to existing employees.
  • For existing employees, you must run Process Loaded Data to see the impact of Merit Month and Cut-off Date.
  • Whenever you update Merit Month or Cut-off Date in Workforce and Merit Assumptions, you must run Process Loaded Data to synchronize at the employee level.

  • You must give users access to access to the new dashboard Workforce and Merit Assumptions.
  • For existing customers, if you enable Merit Assumptions, and you specify to plan at the Global level, the Workforce and Merit Assumptions dashboard uses Company Assumptions, and Entity is hidden. If you you specify to plan at the Per Entity level, the Workforce and Merit Assumptions dashboard uses Entity and Company Assumptions is hidden. For existing customers, when you enable Merit Assumptions and choose to plan by Entity, you must enter data for Entity. Then, run Process Loaded Data.
  • Updated Employee Details form: There is a new member, Merit Increase, in the Component dimension, which is assigned as a Smart List value for Merit Account. For existing customers, after updating content for 21.08, in the Employee Details form, the row heading for Merit displays 1 instead of the new Smart List value. To update the Employee Details form to display the new member, Merit Increase, run either the Calculate Compensation or Synchronize rule.

Key Resources

Workforce Custom Dimension Support in Reporting Cube

You can add Workforce custom dimensions to the provided ASO reporting cube (OEP_REP) when you first enable a new application. For new applications, you can also disable Employee Demographics dimensions from going into the reporting cube.

For existing applications, you have a one-time option to add custom dimensions to the reporting cube the next time you enable features. Before you enable features, you must clear data in the OEP_REP cube. Note that you can't disable Employee Demographics dimensions for an existing application.

Business Benefit: The ability to add custom dimensions to the reporting cube enhances Workforce reporting and analysis capabilities.

Steps to Enable

  1. From the Home page, click Application, and then click Configure.
  2. From the Configure list, select Workforce, and then click Enable Features.
  3. In the Map/Rename Dimensions section, click the Edit icon next to a custom dimension name.
  4. In the Valid For section, click Workforce Reporting Cube and then click OK. The label in the Selected Features column is updated to WorkforceReportingCube.
  5. For new applications, to disable Employee Demographics dimensions from going into the reporting cube, click the Edit icon next to an employee demographics dimension name, and in the Valid For section, clear the selection for Workforce Reporting Cube and then click OK.
  6. Click Enable.

Tips And Considerations

  • For new applications, you can perform this task only once, when you first enable Workforce features.
  • For existing applications, you have a one-time option to perform this task the next time you make a change in Workforce Enable Features. Before you enable features, you must first clear the OEP_REP cube of data for the additional dimensions to be added.

Key Resources

Support for Mapping Strategic Modeling with Business Cases as the Target

Strategic Modeling now supports data maps with Strategic Modeling consolidations as the target, enabling business cases to be the target of a data push.

To enable Strategic Modeling business cases to be a data push target, two new data mapping types are now supported for Strategic Modeling:

  • Planning to Strategic Modeling Consolidation
  • Strategic Modeling Consolidation to Strategic Modeling Consolidation

For Planning to Strategic Modeling Consolidation data maps, you can select a consolidation as the target. This is similar to the currently supported Consolidation to Planning data maps, however the new type of data map allows the values from Planning to be pushed to the business cases of models.

For Strategic Modeling Consolidation to Strategic Modeling Consolidation data maps, you can push the data between the models of a consolidation for given business cases.

This enhancement also includes changes to the Excel format for data maps where the target is a consolidation, changes to data map associations, and updates to how consolidations move data at runtime.

Business Benefit: To support scenarios where consolidation use cases need the values to be pushed and stored in the business cases of models, we've enhanced data maps so that the business case can be part of the target section.

Key Resources

New Strategic Modeling Data Map Options

Strategic Modeling data maps now provide options which enable you to configure how missing (#missing and NaN) data is handled during data movement, whether to preserve input or output values for cells not imported, and in cases where the mapping contains both the parent and child members of the custom dimension, whether to push the data for the custom dimension root to the target.

The new Strategic Modeling data map options are:

  • Data Map Type: Planning to Strategic Modeling - Import #missing value as: Ignore, Zero As Output (default), NaN, Zero As Input
  • For cells that are not being imported: Preserve Input Values (default), Preserve Output Values
  • Data Map Type: Strategic Modeling to Strategic Modeling - Import NaN value as: Ignore, Zero As Output (default), NaN, Zero As Input
  • For cells that are not being imported: Preserve Input Values (default), Preserve Output Values
  • Data Map Type: Strategic Modeling to Planning - Push data for mapped custom dimension root

Also, data maps that push data from Planning to multiple Strategic Modeling models and have missing accounts in the target will now be ignored and the data will now be pushed for all valid accounts. The job details will provide a listing of dimension members that were ignored because they weren't available in the target model.

Business Benefit: New Strategic Modeling data map options enable users to have more control over how missing data is handled during data movement and improves how data maps are run.

Key Resources

Ability to Save Models as a Local File on the Strategic Modeling Web Interface

You can now save Strategic Modeling models to your local file system with an *.alc extension from the Model View page on the web interface.

To save a model to your local file system, open the Model View listing, and for the model you'd like to save, click Action, and then click Save as Local File. In the Save As dialog, click Save. The model is saved to your browser's download location.

You must have at least Viewer model access permissions on the model to save it. If you have None permissions on the model, you won't be able to open the model or use the Save as Local File option.

Business Benefit: We've added the ability to save models in the Strategic Modeling web interface, making it more convenient to save models as .alc files when working on the web.

Key Resources

Profitability and Cost Management

There are no new features in this update except for the applicable features listed in the EPM Cloud Common section.

Tax Reporting

There are no new features in this update except for the applicable features listed in the EPM Cloud Common section.

IMPORTANT Actions and Considerations

EPM CLOUD COMMON

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.

Secured URLs Only in Logo and Background Images

Starting with the November 2021 update (21.11), only secured URLs will be supported within the Logo Image and Background Image settings in the Appearance page in EPM Cloud.

Use the Export URLs Feature to Replace Direct URLs

In the 21.03 update, Oracle released a feature called Export URLs that exports EPM Cloud URLs to a CSV file which then provides the unique URLs for each card, tab, or sub-tab within a connected EPM Cloud business process. The Export URLs feature should be used in place of any direct URL pointers that customers might be using to link to EPM forms, dashboards, or infolets. The direct URL feature to forms, dashboards, or infolets will no longer be supported starting with the 21.11 update. See Using Direct URLs to Integrate Connected Environments in Administering Planning.

Restrictions to Copy Version Functionality

Based on feedback from several customers due to its inherent data corruption risks, we plan to restrict the ‘Copy Version’ functionality in Planning, Financial Consolidation and Close, and Tax Reporting to be exposed only to administrators. Starting in October 2021, ‘Copy Version’ functionality will not be available to Power Users and Users.

Support for Composite Forms in EPM Cloud

As of the May update (21.05), Oracle EPM Cloud no longer officially supports composite forms. As has been announced for several months, customers are required to use EPM Cloud dashboards instead. Customers can continue to use their composite forms without support.

Upcoming Security Changes for Predefined Reports

In a future update, Power User security will be enforced on:

  • All predefined Reconciliation Manager and Transaction Matching reports in Account Reconciliation
  • All predefined Task Manager reports in Financial Consolidation and Close and Tax Reporting

Loaner Program for Cloud Infrastructure Generation 2 Testing

Oracle EPM Cloud is now live on Oracle Cloud Infrastructure (OCI) Gen 2 environments. If you are interested in testing your application performance on an OCI Gen 2 environment, open a service request following the process at https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/tsepm/op_procs_loaner_envs.html and request for a loaner environment in an OCI Gen 2 data center for a duration of 30 days with the business justification as “Want to test application performance in an OCI Gen 2 data center”.

After you have performed the testing, submit Provide Feedback from the loaner environment. Create a service request using the normal support process, if you have any issues or feedback for the OCI Gen 2 environment.

For more information, see What is a Gen 2 Cloud?

SMART VIEW

Smart View Add-on Installation for Task Manager and Supplemental Data Manager

In a future update, the installation of Smart View add-ons for Task Manager and Supplemental Data Manager will change. At that time, users of the Smart View add-ons will need to uninstall and re-install their add-ons to take advantage of the latest features and fixes.

PLANNING MODULES

Strategic Modeling Terminology Change

In a future update, the Consolidation feature in Strategic Modeling will be renamed Scenario Rollup.

Removal of Strategic Workforce Planning from EPM Cloud Workforce Planning

In a future update, the Strategic Workforce Planning (SWP) enablement option will be removed for all EPM Cloud Planning Modules (Standard and Enterprise) and Enterprise Planning applications that have not already enabled this feature in the Workforce Module. Customers who have already enabled this feature will see no change in their existing applications with this feature already enabled. No new applications will support this feature after this change.

Strategic Workforce Planning functionality is provided in the Strategic Workforce Planning Cloud Service (SWPCS) product, which contains robust SWP functionality that is not available in the existing EPM Cloud Planning Workforce module feature. SWPCS is an Oracle Human Capital Management (HCM) product built on EPM technology. For more information about SWPCS, please refer to the Strategic Workforce Planning information on www.oracle.com.

If you have any concerns about this change, please contact Oracle Support.

NARRATIVE REPORTING

Removal of EPMCTRL Transfer Utility

In a future update, the EPMCTRL Transfer Utility will be removed. Customers should use EPM Automate, which includes all the commands currently available in the EPMCTRL Transfer Utility, going forward. For more information, see Backing Up and Restoring an Environment in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

ACCOUNT RECONCILIATION

Added Flexibility for Security Assignments

In a future update, more flexible granular security assignments across all roles will be available. For example, if you want to assign certain tasks like creating reports, you will be able to assign that ability to them. As part of this project Power User access to Data Loads will be updated so that the Service Administrator will have to assign this ability to the Power User rather than the Power User receiving it by default.

ENTERPRISE DATA MANAGEMENT

Null Values in Expressions – Change in Behavior

Starting in 21.07, null values are handled differently for certain expression methods. The following changes were made:

  • Methods on literal null strings are evaluated using a null value instead of a blank string.
  • StartsWith(null) and EndsWith(null) will return False instead of True.
  • Substring on a null string will return a null value instead of a blank string.
  • When comparing strings using LessThan or GreaterThan, nulls are considered the minimum possible value.
  • When null values are used in predicates for NodeList and StringList methods such as Any, Count, and Find, those methods will return False instead of True.

These changes may affect the results of existing expressions for derived properties, property transformations, custom validations, subscription filters, policy filters, and extract filters. Verify whether this change in behavior has any impact in your environment.