February 2022 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
08 MAR 2022	Financial Consolidation and Close	Performance Substitution Variables	Updated document. Revised feature information.
27 JAN 2022			Created initial document.

Overview

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Feature Summary

Enterprise Performance Management

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, February 4, 2022.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 18, 2022.

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, February 4, 2022.

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

Fixed Issues and Considerations

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

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.

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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.

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We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.

Please take our quick survey or 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.

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EPM Common

New Video

A new video is available for the EPM Digital Assistant.

Getting Started with Fusion Cloud EPM Digital Assistant

This overview shows how you can use EPM Digital Assistant with your Cloud EPM business process. You learn about the prerequisites for EPM Digital Assistant, the tasks you can perform, and how to enter questions and requests.

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

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

Updates to the Clone Environment Feature

The Clone Environment feature has been updated to optionally clone Application Audit and Job Console data, and stored snapshots and files.

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

• The Application Audit check box allows you to clone application audit data for Planning, Planning Modules, and FreeForm business processes.

• The Job Console checkbox allows you to clone Job Console records for FreeForm, Planning, Planning Modules, Financial Consolidation and Close, and Tax Reporting business processes.

• The Stored Snapshots And Files checkbox allows you to clone the contents of inbox and outbox, and stored snapshots. This parameter applies to all environments.

Updated Clone Environment Screen

Business Benefit: Including application audit and job console data while cloning an environment makes the target environment keep the application audit and job console history. Including stored snapshots and files while cloning an environment makes sure that the stored snapshots and files are not lost. This is useful especially while cloning a Classic environment to an OCI (Gen 2) environment.

Key Resources

• Cloning EPM Cloud Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

EPM Automate Updates

A new version of EPM Automate is now available. This version of EPM Automate includes updates to the cloneEnvironment, exportAppAudit, exportJobConsole, exportQueryResults, and uploadFile commands.

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

Updates to the cloneEnvironment Command

The cloneEnvironment command has been updated to accept the appAudit, jobConsole, and storedSnapshotsAndFiles optional parameters.

• The appAudit optional parameter, which allows you to clone application audit data, applies to Planning, Planning Modules, and FreeForm only.

• The jobConsole parameter, which allows you to optionally clone Job Console records, applies to FreeForm, Planning, Planning Modules, Financial Consolidation and Close, and Tax Reporting only.

• The storedSnapshotsAndFiles optional parameter allows you to clone the contents of inbox and outbox, and stored snapshots. This parameter applies to all environments.

Updates to the exportAppAudit Command

The exportAudit command now supports the excludeApplicationId optional parameter, which identifies whether the application identifier is not to be written to the export file. Default is false.

Updates to the exportJobConsole Command

The exportJobConsole command now supports the excludeApplicationId optional parameter, which identifies whether the application identifier is not to be written to the export file. Default is false.

Updates to exportQueryResults Command

A new optional parameter, fileOutputOptions, now allows you to identify the output format of the query results file. Default is ZIP_ONLY, which creates fileName.ZIP or queryName.ZIP depending on whether a value for the fileName parameter is specified. Other options are TEXT_ONLY to create the output file as a text file and ZIP_AND_TEXT to generate both a text file and a zip file.

Updates to the uploadFile Command

The uploadFile command has been enhanced to upload files containing data, metadata, rule definitions, dimension definitions, mapped transactions, templates, and backup snapshots to the outbox and profitoutbox locations in an environment.

Business Benefit: Including application audit and job console data while cloning an environment makes the target environment keep the application audit and job console history. Including stored snapshots and files while cloning an environment makes sure that the stored snapshots and files are not lost. This is useful especially while cloning a Classic environment to an OCI (Gen 2) environment.

Changes to the exportAppAudit and exportJobConsole commands can benefit customers who do not want application identifier to be included in the export file to help import into their own systems. This export file cannot be used to import into an EPM Cloud environment.

Changes to the exportQueryResults command allows you the option to generate the export file in multiple formats. Changes to the recreate command helps you recreate the service when upgrading your application to Enterprise Profitability and Cost Management. Changes to the UploadFile command provides the flexibility to upload files to outbox and profitoutbox locations.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • cloneEnvironment
  • encrypt
  • exportAppAudit
  • exportJobConsole
  • exportQueryResults
  • recreate
  • uploadFile

Updates to Information in the Activity Report

The Activity Report now includes tables that contain runtime metrics for Account Reconciliation applications and design and runtime metrics for Profitability and Cost Management applications.

Applies to: Account Reconciliation, Profitability and Cost Management

Transaction Matching Runtime Metrics Available in the Activity Report

Account Reconciliation Runtime Metrics (Partial) Available in the Activity Report

Profitability and Cost Management Design Metrics Available in the Activity Report

Profitability and Cost Management Runtime Metrics Available in the Activity Report

Business Benefit: These design and runtime metrics helps you understand the structure and usage of your applications, and troubleshoot functional and performance issues.

Key Resources

• Using Activity Reports and Access Logs to Monitor Usage in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

REST API for Clone Environment Options to Clone Application Audit, Job Console Data, and Stored Snapshots and Files

When using REST APIs to clone an environment, you can now use these parameters:

• applicationAudit – Clone the Application Audit data in the source to the target environment for FreeForm, Planning, or Planning Modules environments

• jobConsole – Clone the Job Console data in the source to the target environment for FreeForm, Planning, Planning Modules, Financial Consolidation and Close, and Tax Reporting environments

• storedSnapshotsAndFiles – Clone the contents of the inbox, outbox, and stored snapshots in the source to the target environment for all environments

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

Business Benefit: Including application audit and job console data while cloning an environment makes the target environment keep the application audit and job console history. Including stored snapshots and files while cloning an environment makes sure that the stored snapshots and files are not lost. This is useful especially while cloning a Classic environment to an OCI (Gen 2) environment.

Key Resources

• Clone an Environment in REST API for Oracle Enterprise Performance Management Cloud

Role Information

• Service Administrators

REST APIs to Lock and Unlock POVs

Lock and Unlock REST APIs are now available that enable you to lock and unlock a POV for a location or application in Data Management.

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

The lock REST API prevents data from being loaded to a selected POV by the location or application associated with a current period and category. When a location has been locked, you cannot import, validate, export, or rerun a validation.

An unlock REST API is available so that you can unlock a locked location or application.

Business Benefit: This features gives customers the ability to lock a POV in Data Management so that a location or application cannot be updated by mistake.

Key Resources

• Lock and Unlock POV in REST API for Oracle Enterprise Performance Management Cloud

REST API for Upload to Be Able to Specify Upload Location for Outbox and Profitoutbox

When using REST APIs to upload files, you can now use these values of the parameter extDirPath:

• Inbox[/directory_name] - Upload files into the inbox; except for Profitability and Cost Management, EPM Cloud business processes look in this location for files to process

• profitinbox[/directory_name] - Upload files to be processed by Profitability and Cost Management

• to_be_imported - Upload a Narrative Reporting snapshot that is to be imported during the next daily maintenance of the environment

• outbox[/directory_name] - Upload files to the outbox for all EPM Cloud business processes except for Profitability and Cost Management

• profitoutbox[/directory_name] - Upload files to the outbox for Profitability and Cost Management

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

Business Benefit: Uploading files to these locations provides flexibility.

Key Resources

• Upload in REST API for Oracle Enterprise Performance Management Cloud

Role Information

• Service Administrators

Updated EPM Books Extension for Smart View

An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. This update includes support for aliases in the Select POV dialog, along with general improvements and bug fixes.

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

Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and bug fixes.

Key Resources

• Installing the EPM Books Extension in Working with Oracle Smart View for Office

EPM Books Extension: Alias Names Now Displayed in Select POV Dialog

In the EPM Books Extension, alias names now display in the choice list in the Select POV dialog when changing the POV.

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

Whether you're changing the POV upon importing a Book, or changing the POV after a Book has been imported, if aliases are specified for dimensions in the report, you will see the member aliases in the drop-down selection list of the Select POV dialog. In the following example, when changing the POV for the Segments dimensions, aliases are displayed for Segment members rather than a product code.:

Select POV Dialog with Aliases Displayed for the Segments Dimension

Business Benefit: With the updated EPM Books extensions, the Select POV dialog now allows users to view alias names for values in the POV choice list.

Key Resources

• Working with Oracle Smart View for Office
  • Installing the EPM Books Extension
  • Working with Books

New "Missing Label" Field for Functions in Smart View (Mac and Browser)

In Oracle Smart View for Office (Mac and Browser), the new "Missing Label" field allows you to set a value for missing data in user-defined functions before performing an operation on a sheet. This new field is located In the Options panel, Advanced tab.

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

You can enter a value in the Missing Label field before performing any operations on the sheet, such as specifying a blank sheet for ad hoc analysis or for functions. The option is available immediately after connection when you click the Options button in the Smart View ribbon, as described in the following procedure. Note, however, that you can specify a value for the Missing Label field at any time.

To set the new "Missing Label" value in Smart View (Mac and Browser):

1. Ensure that you are using the latest version of Smart View (Mac and Browser) as deployed by your Service Administrator, and are connected to your business process.
2. Optional: Open a workbook that already contains functions.
3. In the Smart View ribbon, click the Options button to view the Advanced tab. At this point, only the Advanced tab is displayed in the Options panel; no other tabs are available.
4. Scroll to the bottom of the panel and, under User-Defined Functions, enter a value in the Missing Label text box. The default value is #Missing; however, you may specify a custom value and include special characters or capitalization, as you require.
5. Close the panel or, optionally, save this value for future use by clicking the Save Current Options as Default link, and then close the panel.
6. Proceed by adding functions to the sheet manually or using the Function Builder. Or, proceed with operations in the workbook containing functions that you opened in step 2 above.

Business Benefit: The new Missing Label field in the Options panel, Advanced tab, allows you to quickly begin working with functions and sheets containing functions.

Steps to Enable

To use the new "Missing Label" field in Smart View (Mac and Browser) to specify a value for missing data in functions, Service Administrators must create and deploy a new manifest file:

1. Create a new manifest file or reuse an existing manifest file.
2. In the Create Manifest File page, ensure that the Options button in the General group is selected..
3. Make any other selections and modifications in the Create Manifest File page, as you require.
4. Deploy the manifest file to Smart View (Mac and Browser) users.

Key Resources

• Deploying and Administering Oracle Smart View for Office (Mac and Browser)
  • Creating and Saving the Manifest File
  • Customizing the Manifest File
  • Deploying the Manifest File to Office 365 Users

• Smart View Options in Working with Oracle Smart View for Office (Mac and Browser)

Smart View (Mac and Browser) Options Panel Improvements

This update includes several performance and usability improvements to the Options panel in Oracle Smart View for Office (Mac and Browser).

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

Notable among the improvements are the following:

• Overall performance in the individual tabs in the Options panel is improved

• The Settings tab has been renamed to "Advanced"

• In the Advanced tab:
  • Items are grouped by category: General, Logging, and User-Defined Function
  • The Set Current Options as Default control has been moved from the bottom of the panel to the General group near the top of the panel for better visibility
  • A new option, Missing Label, allows you to specify a label to use for missing data for functions, as described in "New "Missing Label" Field for Functions in Smart View (Mac and Browser)" in this document

.

Options Dialog, Advanced Tab

These changes are intended to improve the performance and usability of Smart View (Mac and Browser).

Business Benefit: Performance and usability upgrades to the Options panel enhance the user's experience when working with Smart View (Mac and Browser).

Steps to Enable

To take advantage of the performance and usability improvements made in the Options panel of Smart View (Mac and Browser), Service Administrators must create and deploy a new manifest file:

1. Create a new manifest file or reuse an existing manifest file.
2. In the Create Manifest File page, ensure that the Options button in the General group is selected..
3. Make any other selections and modifications in the Create Manifest File page, as you require.
4. Deploy the manifest file to Smart View (Mac and Browser) users.

Key Resources

• Deploying and Administering Oracle Smart View for Office (Mac and Browser):
  • Creating and Saving the Manifest File
  • Customizing the Manifest File
  • Deploying the Manifest File to Office 365 Users

• Smart View Options in Working with Oracle Smart View for Office (Mac and Browser)

Ability to Export a Report Grid to Excel Ad Hoc

While in HTML preview mode, you can now download a Report Grid to Excel Ad hoc in Oracle Smart View for Office, on which you can then perform available ad hoc operations.

Download As Ad Hoc Excel Option

NOTE: Your browser will download a Smart View link file. Click on the file to launch Excel. You will be prompted to sign on to the respective Data Source login page. If you already have an active Data Source connection, the sign-on dialog will not be shown.

Limitations to Export a Report Grid as an Ad hoc Excel:

• The Download as Ad hoc Excel option is available for HTML Preview only.
• Cloud EPM Platform data sources do not support Butterfly Report design in Smart View ad-hoc.
• Reports Formatting is not retained in Excel.
• The data within the Formula cells such as Total are rendered as static information.
• The output data in Excel are based on the Smart View Options. Review all the Formatting settings. For more information, see Setting Smart View Options.
• This feature is not available for hidden grids.

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

Business Benefit: Export to Excel Ad-hoc provides the ability to perform Smart View ad-hoc operations using a Report grid as a starting point.

Key Resources

• Report Designer Toolbar in Designing with Management Reporting for Oracle Enterprise Performance Management Cloud
• Viewing Reports in Working with Management Reporting for Oracle Enterprise Performance Management Cloud

Displaying Trailing Characters for Data and Formula Row Segments in a Grid

You can now enable trailing characters (dot, dash, or underscore), for data and formula rows, to be displayed at the end of the header label that extends the width of the row header. Trailing characters are enabled and specified by selecting one or more data or formula rows and in Row properties, setting the Trailing Characters property to Dot, Dash, or Underscore. The default setting is None.

This feature does not apply to text or separator rows. If there are multiple dimensions in the rows, the trailing characters are only displayed for the inner-most dimension.

Displaying Trailing Characters for the Inner-Most Dimension

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

Business Benefit: The ability to view the trailing characters at the end of the header label that extends the width of the row header.

Key Resources

• Grid Properties in Designing with Reports for Oracle Enterprise Performance Management Cloud

Quick Mode Data Export

In Data Integration, you can now export data from the EPM Cloud to a file, on-premises database, and an Oracle autonomous database using the Quick mode method. This method provides significant performance improvement over the standard workflow method. It supports simple transformations using import expressions and does not support member mappings. Data is not loaded to a staging table so you cannot view the data in Workbench. Period processing in Quick Model does not use periods defined in the Period Mapping option. Instead periods are handled like other dimensions and can be filtered in the Source Filters option.

Applies to: FreeForm, Planning, Planning Modules

Data can be extracted from the EPM Cloud using the existing extract methods: "Stored Data," "All Data," or a new method called "Level 0 Data." The Level 0 extract method allows you to apply filters and select columns to include in the output file. This method is ideal for extracting large data slices from the system without reaching query processing limits.

For customers interested in consuming data “as-is” in the EPM Cloud without any additional transformation, you can now export the data to a file using an EPM Data File adapter.

The new data export options are available from the Data Extract Options field (formerly called Extract Dynamic Calculated Data ) on the Options page.

Business Benefit: The primary benefit of this method is that it enables you to load large data volumes faster than the non-quick load method. In addition, you can export only level-0 members. This feature also helps eliminate timeout issues when exporting large data volumes.

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud
  • Performing a Quick Mode Load using the EPM Integration Agent
  • Using Quick Mode to Export Data As-Is

Navigation Flows - New Check Boxes Added for Visibility

Navigation Flows now feature check boxes to more easily hide and unhide cards, clusters, tabs, and sub tabs.

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

To view the new visibility check boxes, click Tools, and then click Navigation Flows. Click the name of the navigation flow you want to edit. The new check boxes are positioned in the Visible column next to each cluster and card on the navigation flow listing page. Select the check boxes to make clusters and cards visible or deselect them to hide them from view.

Navigation Flow Listing with Check Boxes for Visibility

To view the new visibility check boxes for tabs, select a card with a tabular page type. Check boxes are positioned in the Visible column next to each tab in the listing.

Navigation Flow Tabular Page with Check Boxes for Visibility

Business Benefit: You can now toggle visibility of a cluster, card, tab, and sub tab for navigation flows in a single click.

Key Resources

• Hiding and Unhiding Clusters, Cards, and Tabs in Administering Planning

Navigation Flows - New Context Menus for Adding Clusters, Cards, Tabs, and Sub Tabs

Navigation flows now feature context menus to more easily add and reorder cards, clusters, tabs, and sub tabs.

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

To add cards, clusters, tabs, and sub tabs to navigation flows using a context menu, right-click a node on the listing page and select a context menu option to add a new or existing node to the list. The new node will be added as a sibling to the node that is currently selected.

Business Benefit: It now takes fewer clicks to add clusters, cards, tabs, and sub tabs to navigation flows. And adding nodes as siblings to the selected node eases the reordering process.

Key Resources

• Adding Cards in Administering Planning

Navigation Flows - Long Label Names Truncated on Horizontal Tabs

Label names on horizontal tabs now have a maximum limit of 30 characters.

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

Label names on horizontal tabs will display up to 30 characters at runtime. Hovering your cursor over the tab will reveal the entire label.

Business Benefit: Limiting the length of label names on horizontal tabs enables more tabs to be visible at runtime, improving usability.

Key Resources

• Navigation Flow Design Best Practices and Naming Considerations in Administering Planning

Increased Maximum Limit of Horizontal Tabs and Open Dynamic Tabs

You can now have up to 20 horizontal tabs on a card or a vertical tab in navigation flows, and up to 30 dynamic tabs open on a page.

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

We've increased the number of horizontal tabs allowed on a card or a vertical tab in navigation flows from 10 to 20. We've also increased the maximum limit of dynamic tabs open on a page from 25 to 30.

NOTE: When a navigation flow with more than 10 sub tabs is migrated to an earlier version, the additional sub tabs will continue to display as visible. However, if you've added more than 10 sub tabs (horizontal tabs), and then change the tab orientation to vertical, only the first 10 vertical tabs will remain visible and the rest will be hidden because we only support 10 visible vertical tabs in earlier versions.

Business Benefit: Increasing the maximum number of tabs improves usability. For example, you can create a "2021" vertical tab with 12 horizontal tabs, and each horizontal tab links to a monthly report for that year.

Key Resources

• Navigation Flow Design Best Practices and Naming Considerations in Administering Planning
• Using Dynamic Tabs in Redwood Experience in Administering Planning

EPM Digital Assistant Updates

Within the EPM Digital Assistant, you now have access to additional dimensions for Financial Consolidation and Close and Tax Reporting.  The list of dimensions is shown in Adding a Consolidation and Close or Tax Reporting Custom Dimension to an Extended Skill in Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management.

Applies to: Account Reconciliation, Financial Consolidation and Close

Business Benefit: Additional dimensions help you customize the EPM Digital Assistant to help users get answers to EPM business questions, which improves productivity.

Key Resources

• Adding a Consolidation and Close or Tax Reporting Custom Dimension to an Extended Skill in Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management.

Support for Extract Dimension Integration in Task Manager

A new Integration Type named Extract Dimension has been added to Task Manager. This integration will allow to extract a Dimension from Enterprise Data Management Cloud Service (EDMCS) application from the configured connection.

Applies to: Enterprise Data Management, Financial Consolidation and Close, Tax Reporting

Business Benefit: This new process automated integration will allow the users to perform tasks efficiently.

Key Resources

• Pre-Built EPM Cloud Integrations in Administering Financial Consolidation and Close

Support for Update Dimension Integration in Task Manager

A new Integration Type named Update Dimension has been added to Task Manager. This integration will allow you to update a dimension in a Profitability and Cost Management application using a flat file.

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

Business Benefit: This new process automated integration will allow the users to perform tasks efficiently.

Key Resources

• Update Dimension in Administering Financial Consolidation and Close

Enhanced Auditing for Supplemental Data Manager

A new Audit dashboard is now available for Supplemental Data Manager. Administrators can now view the history of all Supplemental Data changes from the Audit card. For example, the Audit log now includes all changes in dimensions, collection intervals, collections, form templates, deployment actions and details about deleted ad-hoc forms, form templates and other Supplemental Data objects or settings.

Applies to: Financial Consolidation and Close, Tax Reporting

Business Benefit: This new capability will allow administrators to view the history of all Supplemental Data objects in one place, as well as filter on the history by any of the attributes.

Key Resources

• Administering Oracle Financial Consolidation and Close
  • Supplemental Data Audit
  • Viewing Task Manager, Supplemental Data Manager, and Enterprise Journals Audit Details 
  • Viewing Collection Interval History

Reopening Automated Tasks

Automated and event monitoring tasks now can be reopened directly from the Actions dialog. Additionally, user now have the option to reopen any successor tasks if they are available.

Applies to: Financial Consolidation and Close, Tax Reporting

Business Benefit: These new capabilities enable you to allow additional task re-opening options to complete tasks faster and more easily.

Key Resources

• Reopening Tasks in Administering Financial Consolidation and Close

Account Reconciliation

Introduction of Quick Start Checklists for Account Reconciliation

Wondering how to start using EPM Cloud Account Reconciliation? 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 Account Reconciliation checklist to create the business process and application. The checklists are organized by predefined roles for Service Administrators, Power Users, Users, and Viewers.

Account Reconciliation Quick Start Checklists

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

Automated Journal Entry Postings By Account Reconciliation Integration with EPM Enterprise Journals

EPM Enterprise Journals is used for the preparation and approval of manual journal entries for posting to the General Ledger (GL). It provides options for direct posting to any ERP. In this update, Account Reconciliation is introducing the integration with Enterprise Journals that will improve the current manual process to book Account Reconciliation adjustments to the GL.

The ability to perform Journal Entries based on findings in the reconciliation process is the final step to correcting issues with a company’s balance sheet account accuracy.  Today, Account Reconciliation automation and manual research from the users results in finding these discrepancies and they are captured in the reconciliation process (Transaction Matching or Reconciliation Compliance) as Adjustments.  These Adjustments today are manually booked to the General Ledger (GL) as a separate step, one of the final steps, in their reconciliation process.  With this integration with Enterprise Journals, there is an efficient and streamlined process for Account Reconciliation users to get Adjustments posted to the GL.

Additionally, the Balance Explanation line items that also need to be posted as journals can be handled using EPM Enterprise Journals.  These are not discrepancies or "issues" like an adjustment, but instead these are made during the normal course of business where Balance Explanation transactions types need to be posted to align the GL with the life cycle of the transaction.  The most common example are Amortization transactions since the Amortized amount for the current period needs to be booked as a journal entry.

Business Benefit: This feature improves the overall financial close process by streamlining and tightly integrating the journal posting and account reconciliation processes.

Key Resources

• Using EPM Enterprise Journals With Account Reconciliation to Post Journal Entries in Administering Account Reconciliation

Application Functionality of Data Integration Available for Account Reconciliation

Account Reconciliation customers can now use the Application functionality of Data Integration (available from the Data Exchange card) that allows you to create applications.  The Applications option in Data Integration shares the existing functionality of the Target Application option in Data Management.

For example, for Transaction Matching, you can choose the Category of Data Source, and choose Account Reconciliation Journal, Adjustments, or Bank File as the Type.  You can also choose the Category of Data Export and choose Reconciliation Compliance Transactions or Transaction Matching Data Sources.

Business Benefit: The Applications option in Data Integration enhances your experience with a more modern look-and-feel and responsive design.

Key Resources

• Registering Applications in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Changes to Application Roles for Account Reconciliation

In this update, there are a few changes to the Application Roles that are assignable.

The role of “Manage Data Loads” must be assigned to Power Users rather than be assigned by default.  Starting in this update, only the Service Administrator has that role by default but can decide who should have this important role.

There is a new application role called “Reconciliation Commentator” added in this update.

The application role named “Reconciliation Manage Team Members” has been changed to “Reconciliation Manage Teams”.

Business Benefit:  These changes to the assignable application roles enhance the user experience with assigning roles and gives Administrators greater flexibility to assign roles.

Key Resources

• Account Reconciliation Application Roles in Administering Access Control for Oracle Enterprise Performance Management Cloud

Automatic Translation of Imported Balances Into Higher Currency Buckets

When the source system does not natively provide translated balances in other currency buckets, the account reconciliation load process translates and loads the source system balance into the configured higher currency buckets. The configured currency rates are used to compute the translated balances. This functionality is supported for data loads performed using Data Management.

Business benefit: Automatic translation of imported balances provides a quick and easy way to load data into the higher currency buckets. It also eliminates the effort involved in manually computing the balances for higher currency buckets before a data load operation.

Key Resources

• Administering Account Reconciliation
  • Viewing Data Load Results
  • Define and Save a Data Load Definition
  • Executing a Data Load in Reconciliation Compliance and Viewing Results

Automatic Rounding of Loaded Balances Based on Currency Rates

When loading balances using Data Management, the balance amounts are automatically rounded according to the precision of the currency code associated with the balance. The rounded balances in a  currency bucket are then added to obtain the total balance for that currency bucket.

Business Benefit: External pre-processes do not need to round the balances to the correct currency precision because the account reconciliation load process will now round to the correct precision for the applicable currency automatically.

Key Resources

• Viewing Loaded Data Balances in Administering Account Reconciliation

Simplified Reporting for Matched Transactions

A Match Type view is created when a match type is approved. This view includes all the transactions across all data sources for a particular match type.

Business Benefit: The Match Type view simplifies the creation of custom reports that include all transactions for a particular match type. You can use this view to create a report query that contains transactions from all data sources in a particular match type.

Key Resources

• Setting Up and Configuring Account Reconciliation
  • About the Match Type View for Data Sources
  • Creating Match Types 
  • Editing and Deleting Match Types 

Enterprise Data Management

Introduction of Quick Start Checklists for Enterprise Data Management Cloud

Wondering how to start using Enterprise Data Management Cloud? Use these checklists on your first day! Follow the steps to do initial tasks like set up your environment, login, configure applications, load data and manage data quality. The checklists are organized by predefined roles for Service Administrators, Owners, Data Managers, and  Users.

Enterprise Data Management Cloud Quick Start Checklists

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

Financial Consolidation and Close

Override Translation and Configurable Consolidation Rule Totals

On the Manage Translation Override Rules page and the Manage Consolidation Rules page, the total number of rules and rulesets are displayed respectively. Note that the total is based on the selected filter options (for example, Rules Deployed or Not Deployed).

Business Benefit: You can now easily view the total number of Translation Override Rules and Consolidation Rules and Rule-sets.

Key Resources

• Administering Financial Consolidation and Close Cloud
  • Creating Override Translation Rules 
  • Managing Consolidation Rule-Sets and Rules 

Improved Error Messages for Business Rules

When you run a business rule and an error occurs, a more detailed message is now displayed on the Business Rules page, which can help you quickly resolve the error. You can also still view the error details on the Job Details page.

Business Benefit: Displaying more information about the rule error on the Business Rules page enables you to more quickly identify and resolve the error without navigating to the Job Details page.

Key Resources

• Launching On Demand Rules in Administering Financial Consolidation and Close Cloud

Translation Override Rules Search Enhancement

You can now search for available translation override rules using wildcards such as an asterisk (*) and question mark (?).  For example, searching for “1?” will return all rules starting with the number 1, and “1*” will return any name starting with 1, including all of the above, 100, 1000, and so on.

Business Benefit: The enhanced search capability enables you to quickly find specific rules when you have a large number of rules.

Key Resources

• Working with Override Translation Rules in Administering Financial Consolidation and Close Cloud

Performance Substitution Variables

The OptimizeConcurrency, OluRatesLoad, OptimizePelimCalculation, EnableYearlyConsol, ParallelCustomDimDSO and ParallelCustomDimTranslation substitution variables can be enabled to improve performance.

OptimizeConcurrency = True

This substitution variable improves concurrency of the consolidation process by executing some of the calculations at the very beginning or at the end. The degree of improvement depends on the entity structure of a given customer. Customers with deeper entity hierarchies will benefit the most.

OptimizePelimCalculation= True

This substitution variable improves Partner Eliminations (PElim) performance. If there is a consolidation performance degradation when deploying a user-created “Partner Eliminations Configurable Consolidation Rule” that has an account re-direction, adding this variable can provide significant performance improvement.

EnableYearlyConsol = True

The EnableYearlyConsol substitution variable can be enabled to improve performance for multi-period consolidations in applications that use the Dense/Sparse Optimization option (where Period and Movement are the Dense dimensions).

This substitution variable is applicable if the application meets all of these conditions:

• The application uses the Dense/Sparse Optimization option (Period and Movement are Dense dimensions)
• You have two or more dirty periods, and two or more hierarchy levels
• The dirty entities are identical across periods
• Equity Pickup sequence is not enabled

ParallelCustomDimDSO = True

This substitution variable improves the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variable to True.

ParallelCustomDimTranslation = True

This substitution variable can improve the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variable to True. If any degradation is noticed, you should delete this variable.

NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.

Business Benefit: These substitution variables help in improving performance.

Enhanced Auditing for Enterprise Journals

A new Audit dashboard is now available for Enterprise Journals. Administrators can now view the history of all Enterprise Journals changes from the Audit card. For example, the Audit log now includes all changes in dimensions, targets, journal templates, deployment actions and details about deleted ad-hoc journals, journal templates and other Enterprise Journals objects or settings.

Business Benefit: This new capability will allow administrators to view the history of all Enterprise Journals objects in one place, as well as filter on the history by any of the attributes.

Key Resources

• Administering Oracle Financial Consolidation and Close
  • Enterprise Journal Audit
  • Viewing Task Manager, Supplemental Data Manager, and Enterprise Journals Audit Details

FreeForm

New FreeForm Business Process on the Enterprise EPM Cloud Landing Page

The Enterprise EPM Cloud landing page now features the new FreeForm business process.

EPM Cloud Landing Page with the New FreeForm Business Process

FreeForm uses an open dimensional cube construct allowing you to create cubes with any dimension combination you need.

NOTE: FreeForm will also remain as an application type in Planning.

Business Benefit: FreeForm enables you to directly migrate your on-premise Essbase cubes for use in EPM Cloud.

Key Resources

• Administering and Working with FreeForm

Narrative Reporting

Updated Narrative Reporting Extension for Smart View

An updated Narrative Reporting extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and bug fixes.

Additionally, after installation and connection, the "Books" shortcut now appears in the Narrative Reporting Home panel, described in "Launch EPM Books Panel from Narrative Reporting Home in Smart View" in this What's New document.

Business Benefit: Downloading and installing the latest Narrative Reporting extension for Smart View gives you access to the latest features, improvements, and bug fixes.

Key Resources

• Working with Oracle Smart View for Office
  • Installing the Narrative Reporting Extension
  • Using Narrative Reporting Home
  • Books

Launch EPM Books Panel from Narrative Reporting Home in Smart View

You can now use the new Books shortcut in Narrative Reporting Home to access the EPM Books panel in Smart View.

You must have installed the EPM Books extension for Smart View, and the Narrative Reporting extension 21.12+. The Books shortcut then appears as the last item in the Narrative Reporting Home panel. 

Books Shortcut in Narrative Reporting Home

Starting from Narrative Reporting Home, click Books to launch the EPM Books panel.

Business Benefit: The Books shortcut in the Narrative Reporting Home panel in Smart View gives Books users easy access to the Books extension functionality.

Key Resources

• Working with Oracle Smart View for Office
  • Installing the Narrative Reporting Extension
  • Installing the EPM Books Extension

Planning

New Tutorials

New tutorials are available for Planning.

Capital Asset Planning with Capital Projects

This tutorial shows you how to plan for capital assets using capital projects in EPM Planning Capital and EPM Planning Projects.

Loading and Managing Assets

This tutorial shows you how to load and manage existing assets. You import assets using a modified data load template, and then perform tasks used to plan for capital expenses, such as Calculate Assets, Transfer Assets, and Add Improvements.

Planning and Forecasting Using Predictive Planning

This tutorial covers the essential tasks for using predictive planning as part of your planning and forecasting cycle.

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

New Videos

A new video is available.

Overview: Bring Your Own Machine Learning (ML)

This overview introduces you to Bring Your Own ML (Machine Learning), where EPM Administrators can import a fully trained ML model and deploy it to a Planning application. Planners can then leverage robust, ML-based forecasting that uses advanced predictive modeling techniques to generate more accurate forecasts.

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

Optimizing Dimension Order in Planning Modules

Over time, as you load metadata, dimension order might not be optimal.

You can configure the dimension order so that the order follows best practices, which optimizes application performance. The order is automatically configured based on best practices, depending on whether the application is hybrid enabled or not.

You can also restore the dimensions to the order that was set when you enabled features.

Business Benefit: Optimizes application performance.

Tips And Considerations

• Before you optimize dimension order, refresh the database and then back up the application and download the snapshot.
• Perform this task in your test environment before performing it in the production environment.
• This feature is available only for Financials and Projects, and only for the provided BSO cubes that are created when you enable and configure.
• This new order is maintained even if you enable additional features or other modules.

Key Resources

• Optimizing Dimension Order in Administering Planning Modules

REST API for Export Job Console Parameter to Not Write the Application Identifier in the Export File

When using REST APIs to export job console data, you can now use an optional excludeApplicationId parameter to not write the application identifier in the export file. Exported job console files without the application identifier cannot be imported back into the application.

Business Benefit: This parameter can benefit those customers who do not want the application identifier to be included in the export file to help import into their own systems.

Key Resources

• Export Job Console in REST API for Oracle Enterprise Performance Management Cloud

Role Information

• Service Administrators

REST API for Export Audit Parameter to Not Write the Application Identifier in the Export File

When using REST APIs to export audit reports, you can now use an optional excludeApplicationId parameter to not write the application identifier in the export file. Exported audit reports without the application identifier cannot be imported back into the application.

Business Benefit: This parameter can benefit those customers who do not want the application identifier to be included in the export file to help import into their own systems.

Key Resources

• Export Audit in REST API for Oracle Enterprise Performance Management Cloud

Role Information

• Service Administrators

Profitability and Cost Management

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

Tax Reporting

Tax Loss/Credit by Year of Expiration

Users can now view the Tax losses/credits closing carryforward consolidated by Year of Expiration.  A new Actions menu is now available from the Tax Losses/Credits forms to launch the By Year of Expiration form.

The following new forms are available from the respective Tax Losses/Credits (National and Regional) forms:

• Tax Losses - By Year of Expiration        
• Tax Credits - By Year of Expiration        
• Tax Losses Regional - By Year of Expiration
• Tax Credits Regional - By Year of Expiration

Business Benefit: This new capability enables the user to group closing carry forward data (that is, Entity, Account, Multi-GAAP) by the year of expiration.

Key Resources

• Working with Tax Loss/Credit By Year of Expiration in Administering Tax Reporting
• Managing Tax Loss/Credit By Year of Expiration in Working with Tax Reporting

Return to Accrual (RTA) Bifurcate by P & L and Equity

Tax Reporting is now enhanced with a new feature called RTA Bifurcate which can be enabled while creating an application or through “Enable Feature” option after creating the application. This feature adjusts the RTA included in the Current Provision for data from Permanent and Temporary accounts which are tagged as Equity Reversal Accounts.

The following forms are impacted with this change:

• Current Provision National
• Current Provision Regional
• ETR National
• ETR Regional

Business Benefit: This new capability will help the end user avoid making any manual adjustments in the current provision for RTA on equity permanent and/or temporary difference accounts.

Key Resources

• Working with Return to Accrual (RTA) Bifurcate in Administering Tax Reporting

Enabling Tax Automation for User-Configured Deferred Movements

In Tax Reporting, users can now use Tax Automation to pull book data/fixed assets data into newly configured deferred movements. This new feature provides users the ability to:

• Specify configured deferred movement as a tax automation target movement
• Specify all available tax automation rules but for Prior-Year / National Adjustment

Business Benefit: This new capability will allow the user to use tax automation for newly configured deferred movements. This will enhance control and efficiency when using Tax Reporting.

Key Resources

• Supporting Tax Automation for User-Configured Deferred Movements in Working with Tax Reporting

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

Loaner Program for Cloud Infrastructure Generation 2 Testing and OCI Migration Assistance Early Adopter Program

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

Additionally, Oracle has instituted a program to assist a limited number of early adopters on Oracle Cloud Classic to migrate to OCI. For more information, see Oracle Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration Assistance Program for Early Adopters.

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

Upcoming Changes to Reports POV Selection Behavior Due to Upcoming Filter Members by Security Updates

In the March 2022 (22.03) update, Reports will introduce a new feature and behavior for member and POV selection, where members will be filtered based on the data source security. Today, all members, regardless of data source security for a user, are listed in POV, Prompt and member selection. The member hierarchies and choice lists will always be filtered by security defined at the data source throughout Narrative Reporting. For example, this change will affect the Reports designer, preview, prompts, POV, Named POVs, books, bursting and Notes.

This new feature and behavior will not need to be enabled; it will be the behavior going forward.

NOTE: In Reports where a single member, with no choice list, is defined for a POV dimension, the following new behavior will exist going forward for books, bursting definitions and report packages with Reports reference doclets:

Books, bursting definitions and report packages will now display the POV dimensions as selectable, therefore members for these dimensions will need to be selected to match the report’s POV selections.

For example, using the Narrative Reporting Sample Report 1, note the Years, Entities and Currencies dimensions have one member selected by the report designer, with Display Suggestions Only enabled. This results in these three dimensions not being selectable by an end user:

In 22.02 and prior, these three dimensions are not listed in the POV for selection in the Book editor:

In 22.03 and going forward, these three dimensions will be listed in the POV:

In the case of Books, where the POV can either be selected in the Book POV toolbar, in a report or a section, the POV for these dimensions will need to be defined. In this example, the three POV dimensions have their members defined to match the report’s POV selections:

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

Change to Reports REST API and EPM Automate to Allow for Null Date

Starting in this update, not passing a value for a Date parameter will be considered as NULL value while passing a value such as “Current_Date” will be substituted as the current date.

Previously, not passing the value by default turned into the current date.

The change is reflected in the following topics for REST API topics:

• Generate Report for Account Reconciliation
• Generate Report for Financial Consolidation and Close and Tax Reporting

The change affects the following report APIs for EPM Automate:

• runMatchingReport
• runComplianceReport
• runSupplementalDataReport
• runTaskManagerReport

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

Removing Dimensions Before Rebasing a Financial Consolidation and Close or Tax Reporting EPM Digital Assistant Skill

If you want to rebase your Financial Consolidation and Close or Tax Reporting skill to use the November release of EPM Digital Assistant, note that you must first remove some dimensions before rebasing.

• Financial Consolidation and Close dimensions to be removed before rebasing: Scenario, Years, Period, Entity, Account, Currency, View, Consolidation, Data Source, Multi-GAAP, Intercompany and Movement

• Tax Reporting skill dimensions to be removed before rebasing: Cube, Scenario, Years, Period, Entity, Account, Currency, View, Consolidation, Data Source, Multi-GAAP, Intercompany, Movement and Jurisdiction

Applies to: Financial Consolidation and Close, Tax Reporting

See Removing a Consolidation and Close or Tax Reporting Custom Dimension from an Extended Skill in Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management.

SMART VIEW

Strategic Modeling with Smart View Requires Smart View Version 21.100

Starting with the November 2021 update (21.11), Strategic Modeling requires Smart View Client version 21.100 or higher in order to support necessary improvements when using Strategic Modeling with Smart View. To download and install Smart View, see Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud.

Crystal Ball for EPM Extension in Smart View

The Crystal Ball for EPM extension in Smart View that allows users to define a Crystal Ball model using EPM Cloud grids to perform simulations using Crystal Ball in Smart View is not supported or available for installation starting from the January 2022 update (22.01).

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

Default EPM Task Manager Option During Application Creation

In a future update, we're adding a new task flow type to Planning called EPM Task Manager. EPM Task Manager helps you define, execute, and report on the interdependent activities of a business process. It provides centralized monitoring of all tasks and provides a visible, automated, repeatable system of record for running a business process. When implemented, you'll see two task flow type options during Planning application creation: Task List and EPM Task Manager. EPM Task Manager will be the default option.

Current Task List based Planning applications will not be impacted by this new option and default setting in the App creation wizard. There will be no migration from existing Planning Task Lists to the upcoming EPM Task Manager. Customers who wish to continue using the current Planning Task Lists should choose the Task List Option during application creation.

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 File Transfer Utility (EPMCTRL)

Starting in May 2022 release (22.05), the File Transfer Utility will be removed. Customers should use EPM Automate, which includes all the commands currently available in the File Transfer Utility (EPMCTRL), going forward. If you have any concerns about this change, please contact Oracle Support.

For more information, see Oracle Support Document 2835672.1 (Oracle Narrative Reporting File Transfer Utility Statement of Direction) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=2835672.1

NOTE: The commands for deprecated features, such as the Narrative Reporting Application and Disclosure Management, will not be supported in EPM Automate.

Updates to Narrative Reporting Sample Content

Please note that in an upcoming release, the Narrative Reporting samples will be updated as follows:

• Newer Year dimension member numbering in the sample application

• Updates and facelift for Reports and Report Packages

• Additional sample reports with Notes

• Sample folder will be organized with subfolders for each artifact type (For example Reports, Report Packages, and so on.)

• All sample content will be automatically deployed and imported when a user performs a Get Sample Content action from the Downloads menu. ZIP files will no longer be downloaded, requiring manual import.

NOTE:

• If you are on an old EPRCS SKU (pre-June 2019) and have deployed a Custom Application, the sample application will not be deployed. In this case, the Reports and Report Package reference doclets will not be refreshable, since the sample application will not exist.

• Sample content for deprecated functionality will no longer be included, such as the Disclosure Management samples or the sample application load files (pre-June 2019 SKU).

• If you have existing content in the Samples folder with the same name and folder location as the updated artifacts, it will be overwritten. Other artifacts, whose names do not conflict with the new sample content, will be retained.

Exporting a Report with Note Segments

Due to a schema change, you cannot export a Report with a Note Segment from the February 2022 update (22.02) and import it to the January 2022 update (22.01).

FINANCIAL CONSOLIDATION AND CLOSE

Resetting Customized Changes After an Update

If you have made changes to the seeded Account hierarchy, those changes will be reset after this update. If you have moved seeded members, the move action is retained, but any re-ordering you have done will be reset, and a restructuring will happen when the ordering is reset. The restructuring could take time, so plan accordingly. You may have to manually re-order seeded members again after the update.