- Revision History
- Overview
- Feature Summary
- Enterprise Performance Management
-
- EPM Common
-
- New Video
- OCI Migration: Oracle-Managed Migration Notifications Being Sent and Customer-Managed Migration Program Ends on April 30, 2023
- Support Primary Email Address of User for OCI Deployment
- New Application-Specific Roles for Task Manager
- Updated EPM Books Extension for Smart View
- New Gauge Chart Type in Reports
- New Sumv Function to Exclude Hidden Rows from a Summed Result in Reports
- Fit to Page Width Layout Property for Image Objects in Reports
- New Modes To Migrate Data Management Artifacts
- New Default Import and Export Modes
- Activity Report Enhanced with Maximum Number of Calculation Threads and Top 10 Job Types by Execution
- Enhanced Event Monitoring Tasks for Task Manager
- Groovy Feature to Write a Log File
- Direct Drill From Summary Members Enabled For Agent Drill Type URLs
-
- Account Reconciliation
- Enterprise Data Management
- Financial Consolidation and Close
- FreeForm
- Narrative Reporting
- Planning
- Profitability and Cost Management
- Tax Reporting
- IMPORTANT Actions and Considerations
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Module | Feature | Notes |
---|---|---|---|
15 FEB 2023 | EPM Common | New Version of Oracle Smart View for Office | Removed feature from February 2023 Update. |
07 FEB 2023 | Narrative Reporting | Updated Narrative Reporting Extension for Smart View | Updated document. Revised feature description. |
02 FEB 2023 | Tax Reporting | EPM Automate Updates | Updated document. Moved feature from EPM Common. |
02 FEB 2023 | EPM Common | Assigning and Unassigning Predefined Roles Using REST APIs Requires Only the Service Administrator Role |
Removed feature from February 2023 Update. |
02 FEB 2023 | Narrative Reporting | Publish Report Packages, Sections, and Doclets from Smart View | Updated document. Added a link to documentation. |
30 JAN 2023 | Enterprise Performance Management | Create and Run an EPM Center of Excellence | Updated document. Added an announcement. |
26 JAN 2023 | Created initial document. |
HAVE AN IDEA?
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GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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---|---|---|---|---|---|---|
Feature |
Report |
UI or |
UI or |
|
||
New Sumv Function to Exclude Hidden Rows from a Summed Result in Reports |
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Fit to Page Width Layout Property for Image Objects in Reports |
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Direct Drill From Summary Members Enabled For Agent Drill Type URLs |
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Archiving and Purging Matched Transactions in Transaction Matching |
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Publish Report Packages, Sections, and Doclets from Smart View |
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Ability to Submit Calculation Analysis Feedback for Selected Calculation Runs |
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Ability to Select the POV Groups for Which Calculation Data is Migrated |
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Enterprise Performance Management
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 3, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 17, 2023.
NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.
NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, February 3, 2023.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html
Fixed Issues and Considerations
Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.
NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.
This provides visibility into EPM Cloud release contents.
Give Us Documentation Feedback
We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.
Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.
Create and Run an EPM Center of Excellence
A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.
Learn more:
- Watch the video: Overview: EPM Center of Excellence
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Please Join Oracle Cloud Customer Connect
Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!
https://cloud.oracle.com/community
NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.
Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
The following new video is available:
Managing Approvals with Approval Groups in Cloud EPM
Learn how to set up approval groups and manage approvals with approval groups. You can manage approvals with approval groups in Planning and Financial Consolidation and Close. In this tutorial, you see how to manage approvals with approval groups in Planning.
Applies to: Financial Consolidation and Close, Planning, Planning Modules
Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.
OCI Migration: Oracle-Managed Migration Notifications Being Sent and Customer-Managed Migration Program Ends on April 30, 2023
One of Oracle's latest advancements, Oracle Cloud Infrastructure (OCI), is the foundation of Oracle's second generation cloud. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. Oracle's data centers around the globe are standardizing on the new OCI architecture which will deliver even greater performance and reliability. There are a lot of EPM Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
Over time, Oracle plans to migrate EPM Cloud environments currently hosted in Classic commercial data centers to OCI. Two migration options are available:
Oracle has started sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.
If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 2023.
NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefits: OCI provides you a purpose-built, best-in-class platform that is engineered from the ground up to run mission-critical databases, workloads, and business processes while providing end-to-end security. This new architecture delivers greater performance and reliability, and a number of EPM Cloud features that are not available in Classic EPM Cloud.
Key Resources
- EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Support Primary Email Address of User for OCI Deployment
Starting with this update, only the primary email address of the user is displayed in all EPM Cloud business processes. EPM Automate and REST API can only update this primary email address. Recovery email address of the user, if any, is only displayed and updated using Oracle Cloud Identity Console.
Applies To: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit:
Customers will now have a common email address flowing from identity domain to all business processes.
Key Resources
- Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
New Application-Specific Roles for Task Manager
New Task Manager roles are now available. You can assign these application-level roles to users who do not get them by default. For example, a user can update organizations if assigned the Task Manager - Manage Artifacts role.
Applies To: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting
Business Benefit:
Customers can provide granular-level permissions to use Task Manager.
Key Resources
Administering Access Control for Oracle Enterprise Performance Management Cloud
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 defect fixes and support for Microsoft Office themes.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting
Office themes can be enabled from the Options menu of your Microsoft Office application. Though the support for Office themes is present for the EPM Books Extension from 23.02, it can be used only with Oracle Smart View for Office 23.100, which will be generally available soon. You will be able to apply Dark Gray, Black, and White themes, in addition to the default Colorful theme, while using the EPM Books extension in Smart View.
Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and defect fixes.
Steps to Enable
To take advantage of the features, improvements, and defect fixes in the EPM Books extension:
- From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
- Select your business process instance, then follow the prompts.
Key Resources
- Installing the EPM Books Extension in Working with Oracle Smart View for Office
New Gauge Chart Type in Reports
A gauge chart type enables you to display whether the data values fall within an acceptable range or not. You can set the minimum and maximum values, the range maximums.
By default, the gauge chart uses Red, Yellow, and Green traffic lighting that enables you to quickly assess a current value and identify problems in important data points or measures. You can select circular, horizontal, and vertical gauge types. For the gauge markers, you can either use thresholds, reference lines, or no markers.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting
Business Benefit: This new gauge chart enables you to identify the data values within the specified range; you can compare data values to fall under the maximum or minimum range.
Key Resources
- Designing with Reports for Oracle Enterprise Performance Management Cloud
New Sumv Function to Exclude Hidden Rows from a Summed Result in Reports
SumV is a mathematical function that returns the summation of a group of numeric values, rows, columns, or cells that are in visible, and not hidden, rows and columns.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting
Business Benefit: This feature enables you to exclude the rows/columns that are hidden and perform the sum of a group of numeric values.
Key Resources
- Mathematical Functions in Designing with Reports for Oracle Enterprise Performance Management Cloud
Fit to Page Width Layout Property for Image Objects in Reports
In this update, you can enable the Fit to Page Width property for an image object, which allows you to stretch the width of the image object to fit the width of the report. By default, this property is disabled.
NOTE:
- This property is not applied if there is another object next to the image.
- Only the image object width is affected by this property, the image object height is not affected.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting
Business Benefit: You are now allowed to set the image object properties to fit the width of the report.
Key Resources
- Report Properties in Designing with Reports for Oracle Enterprise Performance Management Cloud
New Modes To Migrate Data Management Artifacts
In this update, the Lifecycle (LCM) snapshot process has been enhanced to include two additional LCM modes in Data Management. Customers can now export and import snapshots for setup artifacts or all data.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
To select a desired LCM Mode, in Data Management System Settings, choose from one of the following options:
- Individual Artifact – Setup Only: standard LCM process using XML files
- Single Snapshot – Setup Only: LCM using a Data Management snapshot in Setup Mode
- Single Snapshot and Data – LCM using Data Management Snapshot in All Data Mode
A single snapshot for setup artifacts or all data will be run in incremental mode, which requires that you first create a baseline snapshot export file.
Business Benefit: The new LCM Mode processes enable customers to create a snapshot of setup artifacts and Workbench data. In addition, customers are no longer required to run a separate Data Management Snapshot process to back up data.
Key Resources
- In Administering Data Management for Oracle Enterprise Performance Management Cloud, see:
- In Administering Migration for Oracle Enterprise Performance Management Cloud, see:
New Default Import and Export Modes
Customers can now set the default import and export modes when they execute a data load rule in Data Management or run an integration in Data Integration.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
To enable this feature, two new settings have been added in Applications Options in Data Management and Data Integration: Default Import Mode and Default Export Mode.
These options default only when you execute jobs from the user interface. These options are not available for Accounts Reconciliation Cloud and Data Export applications.
Business Benefit: Customers can set the default export and import modes based on their specific business needs. Prior to this update, the import mode defaulted to “Replace” and the export mode defaulted to “Merge” when customers executed a data load rule in Data Management or ran an integration in Data Integration.
Key Resources
- Setting Application-Level Profiles in Administering Data Management for Oracle Enterprise Performance Management Cloud
Activity Report Enhanced with Maximum Number of Calculation Threads and Top 10 Job Types by Execution
Starting with this update, the Activity Report displays maximum number of Essbase calculation threads during any given hour to help troubleshoot performance issues by analyzing the concurrency in the environment. Additionally, it displays the top 10 job types by execution to view most frequently running jobs in an Account Reconciliation environment.
Applies to: Account Reconciliation, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Maximum Number of Calculation Threads
This chart displays the maximum number of Essbase calculation threads during any given hour.
Top 10 Job Types by Execution
This table lists the top 10 jobs by job types in an Account Reconciliation environment. For every job type, it shows the number of times the job was run and the average duration of each run.
Business Benefit
This chart and table can be helpful for customers in self-diagnosis of performance issues.
- Maximum Number of Calculation Threads - Determine if there was concurrency on the environment when a performance issue occurred.
- Top 10 Job Types by Execution - View large number of jobs executing during the day that can contribute to performance issues.
Key Resources
- In Getting Started with Oracle Enterprise Performance Management Cloud for Administrators, see
Enhanced Event Monitoring Tasks for Task Manager
Event Monitoring tasks have been enhanced to capture additional task execution details for the business event being monitored.
You can use the following new parameters to update information for the event monitoring tasks:
- Message
- LogLocation
- ReportLocation
Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting
Business Benefit: These enhancements provide customers greater event monitoring reporting within their business process executions.
Key Resources
-
Update Task Status for Event Monitoring in REST API for Oracle Enterprise Performance Management Cloud
Groovy Feature to Write a Log File
You can now create and write to a file using PrintWriter from Groovy scripts by calling the following methods:
- public PrintWriter createFilePrintWriter(String fileName) throws UnsupportedEncodingException, FileNotFoundException
- public PrintWriter createFilePrintWriter(String fileName, String charsetName, boolean forceBomIfPossible) throws FileNotFoundException, IOException
For details, see EPM Script in EPM Cloud Groovy Rules Java API Reference.
These features can be used by any application that has access to Groovy.
Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Business Benefit: This allows you to view the log file when using and troubleshooting Groovy business rules.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To get a quick introduction to Groovy business rules, watch the Learning Groovy in EPM Cloud video.
Key Resources
- Learning Groovy in EPM Cloud video
- Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
- Introduction to Groovy Business Rules
- Groovy Tutorials
- EPM Cloud Groovy Rules Java API Reference
Role And Privileges
- Calculation Manager Business Rule Designer
Direct Drill From Summary Members Enabled For Agent Drill Type URLs
When using Direct Drill to drill down to source data using an EPM Integration Agent query, customers can now drill down from summary members in a data form or report and Smart View to the detail source data that makes up the number.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: When defining a direct drill from summary members, descendants are now passed back in the query.
Key Resources
- Defining the Direct Drill Definition in Administering Data Integration for Oracle Enterprise Performance Management Cloud
Archiving and Purging Matched Transactions in Transaction Matching
Service Administrators can archive matched transactions that no longer need to be in the production environment. Archived transactions are exported into an archive file which can be downloaded locally. After the matched transactions are archived, they can be purged from the production environment.
Business Benefit: Purging transactions that are no longer required improves the performance of production environments. Archiving matched transactions before purging them ensures that the transactions are available for future reference. Because archive files use the .csv format, they can be easily viewed and searched using existing tools.
Key Resources
- Settings for Transaction Matching in Setting Up and Configuring Account Reconciliation
- Archiving Matched Transactions in Transaction Matching in Administering Account Reconciliation
- Purging Archived Transactions in Transaction Matching in Administering Account Reconciliation
- Extracting Archived Transactions in Transaction Matching in Administering Account Reconciliation
There are no new features in this update except for the applicable features listed in the EPM Common section.
Financial Consolidation and Close
The following new video is available:
Converting Period and Movement Dimensions to Dense in Oracle Financial Consolidation and Close
Learn how to convert an application with Account as the dense dimension to an application with Period and Movement as the dense dimensions to improve performance.
Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.
Performance Substitution Variables
The OptimizeConcurrency, 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.
Business Benefit: These substitution variables help in improving consolidation performance.
NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.
There are no new features in this update except for the applicable features listed in the EPM Common section.
Publish Report Packages, Sections, and Doclets from Smart View
You can now publish report packages, specific sections, and individual doclets, directly from Oracle Smart View for Office, in addition to publishing them from the Narrative Reporting web application.
You can publish report packages from Smart View using the new Publish Report action. You can also publish individual sections and doclets using the new Publish action. These actions appear in the Smart View Home panel when you select a report package or a doclet that is publishable.
When you publish a report package, section, or doclet, a single merged file is created for all the report contents selected. However, any supporting documents such as reference doclets and supplemental doclets present in the report package or section are not published. The Publish action does not appear for such doclets.
You can publish the reports either in the PDF format or in the report’s native format (for example, Word or PowerPoint). The published report can be saved in your local area or in the Narrative Reporting Library. You can also overwrite an already published report while publishing and saving its new version.
To publish report packages, sections, or doclets:
-
Connect to Narrative Reporting from Smart View, open the library, and select a report package.
-
To publish the selected report package, click the Publish Report action in the Smart View panel.
- Alternatively, to publish a specific section or doclet from the selected report package, open the report package, select the required section or doclet, and click the Publish action.
-
In the Publish dialog, select the file type for the published report and the location where it should be saved, and click OK.
Business Benefit: The new publishing option provides you the convenience of publishing report packages, specific sections, and individual doclets directly from Smart View.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Publishing Report Packages, Sections, and Doclets in Working with Oracle Smart View for Office
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. Along with general improvements and defect fixes, this update includes the ability to publish, described in "Publish Report Packages, Doclets, and Sections" from Smart View.
Business Benefit: Downloading and installing the latest Narrative Reporting extension for Smart View gives you access to the latest features, improvements and defect fixes.
Steps to Enable
To take advantage of the features, improvements, and defect fixes in the Narrative Reporting extension, choose an option to install the extension update:
-
From within Smart View, click the Check for Updates, New Installs, and Uninstalls link in the Options dialog, Extensions tab, select your Narrative Reporting instance, then follow the prompts.
-
From the Narrative Reporting web interface, Downloads page, download the "Smart View Extension for EPM Cloud Narrative Reporting" SVEXT file, then double-click the file to install.
Key Resources
- Installing the Narrative Reporting Extension in Working with Oracle Smart View for Office
- Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
- Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Users
Strategic Modeling Documentation Moved to Planning Guides
Strategic Modeling documentation has moved from Administering Planning Modules and Working with Planning Modules to Administering Planning and Working with Planning.
Business Benefit: Because you can enable Strategic Modeling from within Planning as well as from within Planning Modules, moving the documentation to Planning guides makes it easier for you to find relevant documentation.
Key Resources
- Administering Planning
- Working with Planning
Ability to Delete Insights Comments
You can now delete comments for Insights, from the Insights dashboard and from the Analyzer view.
To delete a comment, click the Comments box on the Insights dashboard, hover over a comment, and then click . In the Analyzer view for an insight, hover over a comment, and then click .
Business Benefit: The Insights delete comments functionality now aligns with the delete comments functionality available in forms.
Tips And Considerations
Users can delete comments they have entered. Administrators can delete comments entered by any user.
Key Resources
- Working with Planning
Profitability and Cost Management
Enterprise Profitability and Cost Management
Enhanced POV Filters When Analyzing Calculations
When performing Calculation Analysis, you can now select multiple values for the Years, Period, Scenario, and Version POV dimensions.
Business Benefit: Selecting multiple values for POV dimensions provides more flexibility when analyzing calculations.
Key Resources
- Filtering Which Calculation Records Are Displayed in Administering and Working with Enterprise Profitability and Cost Management
Ability to Submit Calculation Analysis Feedback for Selected Calculation Runs
A new Provide Feedback option on the Calculation Analysis page gives you the ability to submit feedback for up to two calculation records. The feedback includes the Calculation Statistics report and the Model Snapshot Documentation report.
Business Benefit: Submitting feedback is helpful if you are troubleshooting problems with your calculation runs with Oracle support.
Key Resources
- Providing Feedback in Administering and Working with Enterprise Profitability and Cost Management
Profitability and Cost Management
Ability to Select the POV Groups for Which Calculation Data is Migrated
When migrating from Profitability and Cost Management to Enterprise Profitability and Cost Management, you can now select the POV groups for which calculation data is migrated.
Business Benefit: This gives you more control when selecting POVs for data migration.
Key Resources
- Data POVs Section in Migrating from Profitability and Cost Management to Enterprise Profitability and Cost Management
Please be sure to review the Important Actions and Considerations section for Audit Purge related information.
A new version of EPM Automate is now available. This version supports the use of clearDataByprofile and copyDataByProfile commands for Tax Reporting.
clearDataByProfile Command
The clearDataByProfile command clears data from the items (for example, regions) identified in a Clear Data Profile defined in Tax Reporting.
Previously, this command was available for Financial Consolidation and Close only.
copyDataByProfile Command
The copyDataByProfile command copies data for the items identified in a Copy Data Profile defined in Tax Reporting.
Previously, this command was available for Financial Consolidation and Close only.
Business Benefit: The clearDataByProfile and copyDataByProfile commands help you clear or copy data in Tax Reporting business processes using profiles.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
IMPORTANT Actions and Considerations
One-Week Lag Between Readiness Documents Live and Help Center Live
Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.
EPM COMMON
Disallow Starting Certain Scheduled Jobs During the Daily Maintenance Process
Starting in the March (23.03) update, to prevent automatic backup from failure due to scheduled jobs, EPM Cloud will disallow certain scheduled jobs to start while the daily maintenance process is running.
The following jobs will be prevented from starting during the daily maintenance:
- Import Data
- Import Metadata
- Export Data
- Export Metadata
- Refresh Database
- Clear Cube
- Restructure Cube
- Compact Outline
- Merge Data Slices
- Optimize Aggregation
If the system prevents a job from starting, the reason will be stated in the Job Details. If you've enabled email notifications for the Job Console, you'll receive an email notification when a job does not start. If you have a job that is scheduled to start during the daily maintenance process, it is recommended that you reschedule your job to start outside of the daily maintenance window.
Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Calculation Manager Errors and Warnings Enforcement
In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.
Applies to: Financial Consolidation and Close, Planning, Planning Modules
Valid Intersection and Cell-level Security Import & Export File Format Update
In a future update, both Valid Intersection and Cell-level Security Import and Export files in .XLSX format will include new columns for each dimension in the Sub Rules worksheet. These new columns to support excluding all instances of members by name will apply to each dimension and will be positioned after each dimension’s “Exclusion” column. If you use these exported files for integration with other systems and the order of columns is fixed, you may need to modify your process to account for these new columns in these export files. The release of these new columns will coincide with the planned release of this enhancement for Valid Intersections and Cell-Level Security.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes
In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.
Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Mandatory Steps Required to Make the Explore Repository Artifacts Accessible to Users
Prior to the July (22.07) update, Oracle Enterprise Performance Management Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:
- Create a group in Access Control with all EPM Cloud users as its members.
- In Explore Repository, grant access privileges to the group you created in the preceding step.
For detailed steps, see Granting Access Permissions to Document Repository Users in Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.
Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Task Manager Email Notification Settings
Starting in the April (22.04) update, the service changed the handling of Task Manager’s Email Notification settings during a migration. The target service’s Task Manager Email Notification settings were updated with the settings from the source service. If a customer wants to retain the target service’s Task Manager Notification settings, they can generate an LCM export with the notification settings from the target service, perform the source migration, then import the LCM file with the notification settings.
Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting
See LCM Export and LCM Import in REST API for Oracle Performance Management Cloud.
Netsuite Planning and Budgeting as a Provider
In a future update, EPM business processes will support Netsuite Planning and Budgeting as a provider. While the Connections page displays Netsuite Planning and Budgeting as a provider in this update, the feature is not yet supported for EPM business processes.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
In a future update, Financial Consolidation and Close and Tax Reporting will support calc on the fly. While the Application Settings option Enable User Formulas in Ad Hoc is available in this update, the feature is not yet supported for these products.
Applies to: Financial Consolidation and Close, Tax Reporting
Data Maps with Mapping or Cross Applications
Data Maps with mapping or cross applications are not supported in this update. If the Data Map has mapping or is a cross-application, it needs to be attached to a form or included in the Groovy rule and run as a Smart Push.
Applies to: Enterprise Profitability and Cost Management, Planning, Planning Modules
Purging of Audit Information
Starting in the March (23.03) update, audit records older than 365 days will be automatically purged. Purged audit records will not be stored or accessible. To prepare for this change, you may want to take a backup of historical audit data. To do this, select one of the following options:
- Export: Select the Export option on the Actions menu from the Audit card by selecting the appropriate filters.
- EPM Automate command: Use the exportAppAudit command. See exportAppAudit in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.
- EPM Automate script: Use the Windows or Linux scripts to automate the process of exporting and archiving application audit data to a local computer. See Automate the Archiving of Application Audit Records in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.
Submit a service request if you encounter problems backing up historical audit data.
Applies to: Financial Consolidation and Close, Tax Reporting
Internet Explorer 11 End of Support and Smart View
Microsoft announced end of support of Internet Explorer 11 by June 15, 2022.
Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.
Oracle Smart View for Office does not require the Internet Explorer browser specifically. However, Smart View depends on Windows components (for example, WinInet APIs) that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.
For more information, Oracle Support Document 2877741.1 (Impact on Smart view with Microsoft decommissioning Internet Explorer 11 on June 15, 2022) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=2877741.1
Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Updated Smart View Browser Extension Required for Chrome and Edge
An updated Smart View browser extension for Google Chrome and Microsoft Edge is available. This extension is required for Oracle Smart View for Office to interact with supported browser-based EPM Cloud business processes in these ways:
- Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
- Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
- Starting in a Task List in Smart View, opening a task in a browser.
This required browser extension update is strictly for the Chrome and Edge browsers only. This is not an update for extensions, such as the Planning Admin or Narrative Reporting extensions, within Smart View.
This update is required only if your default browser is Chrome or Edge. If your default browser is Mozilla Firefox, then this update does not affect you.
The extension is available in the Chrome Web Store from either the Chrome or Edge browser. In the Chrome Web Store, search for "smart view" to locate the extension update. The version number is 22.200. Then follow the instructions for Google Chrome or Microsoft Edge in Installing Browser Add-ons in the Oracle Smart View for Office Installation and Configuration Guide.
Note that from January 1, 2023, the earlier version of the browser extension does not work with Chrome or Edge. You must update your extension in order to continue interactions between Smart View and browser-based business processes in EPM Cloud.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Office 365 Add-ins Command Change by Microsoft to Impact Buttons in Smart View (Mac and Browser)
To improve security in Office Add-ins, Microsoft Office 365 has made changes to its ExecuteFunction add-in command from October 30, 2022. Since Smart View for Office (Mac and Browser) uses this command in its ribbon buttons and menus, some buttons may stop working from October 30. For example, buttons such as Undo, Redo, or Refresh on the Smart View and provider ribbons. This issue is resolved in the latest Smart View update of 22.11. As the changes are limited to server update, you are not required to create and deploy a new manifest file again for resolving this issue.
For more information on Microsoft’s announcement, see Announcing changes to Office Add-ins’ ExecuteFunction commands.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Oracle Financial Reporting Statement of Direction
Please refer to the Statement of Direction for Oracle Financial Reporting:
Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)
Oracle Financial Reporting “Expand All” Feature Statement of Direction
Please refer to Statement of Direction for Oracle Financial Reporting “Expand All” feature:
Oracle Support Document 2920293.1 (EPM Cloud Financial Reporting: Expand All Feature Statement of Direction)
ACCOUNT RECONCILIATION
Saved Lists Will Be Renamed
In a future update, Saved Lists will be renamed Saved Views.
FINANCIAL CONSOLIDATION AND CLOSE
FCCS_Global Assumptions Member
The FCCS_Global Assumptions member and its descendants (if any), from the Entity dimension will be restricted member(s) for On Demand Rules starting from the June (23.06) update. Financial Consolidation and Close users won’t be able to use the FCCS_Global Assumptions member and its descendants (if any) as Run Time Prompts (RTPs) while running On Demand Rules.
Solve Order for FCCS_Total Eliminations Member
You should not change the solve order for the FCCS_Total Eliminations member in the Data Source dimension; use the default solve order for this member.
Future Updates to Ownership Management Locking / Unlocking
Currently there is a single Process Management Approval Unit for all instances of a shared entity. As a result, when data for one instance is Locked in Process Management, all instances are Locked. The same Locking logic will apply to Ownership Management. When data is locked for an Approval Unit POV, Ownership Management settings are also locked for the same Approval Unit POV. As noted above, this link from Process Management Locking / Unlocking to Ownership Management settings can be disabled using a Substitution Variable. Note that this ability to disable the link will be temporary.
When future updates to improve Organization-by-Period functionality are made available, there will be one Process Management Approval Unit for each instance of a shared entity rather than one Approval Unit for all instances. When this is first implemented, the same Locking / Unlocking logic will apply. When the Process Management Approval Unit is locked, then both data and Ownership Management settings will be Locked, but on an instance-by-instance basis for shared entities. At this point, the link between Approval Unit Locking / Unlocking and Ownership Management settings Locking / Unlocking will no longer be able to be disabled. This is to ensure that a change in Ownership settings cannot cause Locked data to be impacted.
A further update will then be implemented to provide a little more flexibility in Locking / Unlocking Ownership Management settings. These settings will be able to be Locked before the Process Management Approval Unit for the same POV is Locked. Ownership Management settings will only be able to be Unlocked if the matching Process Management Approval Unit is unlocked. This will allow users to work on updating data without worrying about ownership settings affecting their results. Again, the link and dependency between Locking / Unlocking data and Ownership Management settings will not be able to be disabled.
Posting Data Against Global Assumptions
It is recommended that you do not post data against the Global Assumptions member in the Entity dimension. This member is used to store information such as currency rates. Starting with the July (22.07) update, if you post data against Global Assumptions, an error occurs.
Phased Approvals
If you decide to enable Phased Approvals in your application, take note of the following considerations:
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You will need to manually modify your Data Status forms to replace the dimension member "FCCS_Status_ApprovalStatus" with the new member "FCCS_Status_ConsolidatedApprovalStatus".
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If you try to export the application from the March (22.03) update and import it to the February (22.02) update, you must update your Data Status form by changing the dimension member FCCS_Status_ConsolidatedApprovalStatus back to FCCS_Status_ApprovalStatus.
-
Additionally, you will encounter errors during the import because new artifacts related to Phased Approvals are not supported in the February (22.02) update.
Enterprise Journal Dimension Persistence
In a future update, all Enterprise Journal dimension attributes will persist their values once they are set in the Journal.
Consolidation Journal Application Roles Not Automatically Mapped to Any Predefined Role
In a future update, the following consolidation journal-related application roles will no longer be mapped to any predefined role, including Service Administrator.
- Create Journals
- Submit Journals
- Approve Journals
- Post Journals
- Un-Post Journals
- Manage Journal Periods
These roles will need to be explicitly assigned to new users from the Manage Application Role tab of Access Control. However, your existing users who already have these journal roles assigned will continue to have these roles assigned to them.
If you have any concerns, please open a service request.