February 2024 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	Module	Feature	Notes
09 FEB 2024	EPM Cloud Platform	New Export Dimension and Export Dimension Mapping Pipeline Job Types	Updated document. Revised feature information.
02 FEB 2024	EPM Cloud Platform; Important Actions & Considerations	Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version and corresponding item under EPM Cloud Platform in IMPORTANT Actions and Considerations	Updated document. Revised feature description.
02 FEB 2024	EPM Cloud Platform	Request Custom Sender Email Address for OCI (Gen 2) Environments	Updated document. Added Feature to February 2024 Update.
02 FEB 2024	EPM Cloud Platform	Domain-Based Message Authentications, Reporting, and Conformance (DMARC) Support for EPM Cloud OCI (Gen 2) Environments	Removed feature from February 2024 Update.
02 FEB 2024	EPM Cloud Platform	New Export Dimension and Export Dimension Mapping Pipeline Job Types	Updated document. Revised feature description.
02 FEB 2024	Narrative Reporting	Change of Behavior - Doclet Attribute Dialog is No Longer Presented When Using the Upload and Check In Option in Smart View	Updated document. Revised feature description.
02 FEB 2024	Account Reconciliation	importAttributeValues	Removed feature from February 2024 Update.
02 FEB 2024	Account Reconciliation	New importRCAttributeValues EPM Automate Command	Updated document. Added feature to February 2024 Update.
02 FEB 2024	Account Reconciliation	New importTMAttributeValues EPM Automate Command	Updated document. Added feature to February 2024 Update.
25 JAN 2024			Created initial document.

Overview

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DISCLAIMER

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Feature Summary

Enterprise Performance Management

EPM Spotlight Features

Be sure to review the details of the significant feature(s) being introduced this month.

New best practices scripts are available to standardize and optimize your EPM Automate processes. Review the EPM Automate EPM Spotlight features under EPM Cloud Platform in this What's New document.

Business Benefit: Spotlight features are important enhancements that can significantly impact the EPM Cloud user experience.

Key Resources

• EPM Automate under EPM Cloud Platform in this What's New document

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 2, 2024.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 16, 2024.

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. The monthly update will also not be applied to any environment on a one-off patch where the fix for the underlying issue is not in this monthly update.

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 2, 2024.

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.

Helpful Information

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.

Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Learn more:

• Visit the EPM Center of Excellence web page to learn about the benefits.

• Watch the webinars on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud and Planning Your Success with EPM Center of Excellence.

• Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence.

• Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence

Join Oracle Cloud Customer Connect

Please take a moment to join Cloud Customer Connect and its EPM Cloud forums. Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. It's where you will find the latest release information, discussion forums, upcoming events, and answers to use-case questions. Joining takes just a few minutes. Join now!

To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.

After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories, then Enterprise Resource Planning, and then make your selection under Enterprise Performance Management.

To ensure that you are always in the know, confirm that you have your notification preferences set for EPM Announcements as well as each Category you're following.

• To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.

• To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

NOTE: The Settings and Actions menu 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.

TIP: Bookmark the Enterprise Performance Management Resource Center to quickly find useful information on all things EPM. As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.

Follow Us on Social Media

Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.

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

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

Oracle Cloud Readiness App

Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. The EPM Cloud Features tool will not be updated beginning in this update.

From the Readiness site, click the red Try Our Readiness App! button in the upper right, or use this URL to access the app:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html

NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.

NOTE: The Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.

Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.

EPM Cloud Platform

User Assistance

TLS Certificate Renewal

The security compliance features listed in Getting Started with EPM Cloud for Administrators are updated with the TLS certificate renewal policy. Oracle Enterprise Performance Management Cloud automatically renews TLS certificates yearly on Classic environments, and every 6 months on OCI environments. The process is seamless and does not disrupt the operations of different interfaces, such as web browsers, Oracle Smart View for Office, EPM Automate, and EPM Agent.

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: The guide now reflects the periodic certificate renewal policy.

Key Resources

• TLS Certificate Annual Renewal in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Allow Access to static.oracle.com

The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide is updated to remind customers to allow access to static.oracle.com. For the Oracle Redwood Experience to work, customers must allow access to static.oracle.com, which provides image files, JavaScript, and other static content for the Redwood Experience.

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: Access to static.oracle.com ensures that EPM Cloud user interface will work properly. Without this access some of the functionality will not work.

Key Resources

• About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Updates to the Implementation Success Program

The Operations Guide has been enhanced with updated information on how you can raise a service request to engage with Oracle for the Implementation Success Program. It details the process and the information that you must provide to successfully use the program.

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

Business Benefit: The Implementation Success Program strives to significantly increase the success rate of Oracle Enterprise Performance Management Cloud implementations. Following the correct process and providing the appropriate information help in the successful execution of the program.

Key Resources

• Enrolling in the Implementation Success Program in Oracle Enterprise Performance Management Cloud Operations Guide

Performance Validation

Oracle had put the Performance Validation program on hold as we were working towards a new performance validation design. Now, the Operations Guide has been enhanced with updated instructions on how you can perform the performance validation yourself or request Oracle to do so to ensure that your Enterprise Performance Management Cloud business process is performing as expected. You can complete the performance validation when your application is ready for user acceptance testing or at any time you have concerns about the business process performance.

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

Business Benefit: Performance validation helps you ensure that your environments are performing as expected.

Key Resources

• Requesting Performance Validation for Planning, Planning Modules, and Financial Consolidation and Close in Oracle Enterprise Performance Management Cloud Operations Guide

Updates to EPM Cloud Accessibility Guide

The EPM Cloud Accessibility Guide has been revised and enhanced to provide the most up-to-date and user-friendly experience.

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: The Accessibility Guide has undergone a thorough review, revision, and enhancement to provide the most current and user-friendly experience.

Key Resources

• Oracle EPM Cloud Accessibility Guide

Oracle Cloud Infrastructure

Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version

Within the next 3 months, Oracle is planning to upgrade all environments on a non-hybrid Essbase version to a hybrid Essbase version.

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

This change affects the Essbase version used in EPM Cloud; it does not affect the cube configuration in your application. For example, if the application is configured to use non-hybrid cubes, this update will not change it to use hybrid cubes. For detailed information on the use of Essbase in EPM Cloud, see About Essbase in EPM Cloud in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

To ensure that your application is compatible with hybrid Essbase version, we've implemented a new utility which verifies your member formulas and provides a report so you can fix any issues. The Essbase Outline Validation menu option is in the Application Overview Actions menu. Select the Pre validate Outline option to perform a validation of your application and then select Outline Pre-validation Report to view a list of member formulas that need to be fixed to be compatible with hybrid Essbase version. After you have fixed the member formulas, you can use the Pre validate Outline option again to make sure that all issues are resolved.

To verify member formulas:

1. From the Home page, click Application, and then click Overview.
2. Click Actions, select Essbase Outline Validation, then select Pre validate Outline.
3. To view the validation report, select Outline Pre-validation Report.

If your environment is on a non-hybrid Essbase version, make sure to use the Essbase Outline Validation option to resolve all issues within next 3 months to avoid any issues after your environment is upgraded to hybrid Essbase version. If your environment is already on hybrid Essbase version, you don’t need to take any action.

To check whether your environment is on hybrid or non-hybrid Essbase version, look at the value of Essbase Version supports Hybrid Block Storage Option in the Activity Report. If the value is Yes, it means that your environment is on hybrid Essbase version. If the value is No, it means that your environment is on a non-hybrid Essbase version.

Business Benefit: If your environment is on a non-hybrid Essbase version, validating your member formulas and fixing them before the upgrade will ensure a smooth transition when your environment is upgraded to a hybrid Essbase version.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Managing Applications

• FreeForm
  • Administering FreeForm
    • Managing Applications

• Planning, Planning Modules
  • Administering Planning
    • Managing Applications

• Tax Reporting
  • Administering Tax Reporting
    • Managing Applications

Updates to the Role Assignment Audit Report

The Role Assignment Audit Report has been redesigned to display time in 24 hour format in the Date and Time column. Previously, this column of the report showed time in 12 hour format.

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: Displaying the time in 24 hour format helps customers easily identify the time when role assignment changes were made.

Key Resources

• roleAssignmentAuditReport in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Request Custom Sender Email Address for OCI (Gen 2) Environments

The Oracle Enterprise Performance Management Cloud Operations Guide is updated with a standard operating procedure to request custom sender email address for OCI (Gen 2) Environments if you do not want to use the default EPM Cloud sender address no.reply@epm.oraclecloud.com.

Business Benefit: This standard operating procedures allows you to use a custom sender email address to distinguish EPM Cloud emails.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• See Requesting Custom Sender Email Address for OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide

Security & Access

Option to Disallow Service Administrators from Assigning Predefined Roles in OCI (Gen 2) Environments

Your organization's policies may require you to restrict the ability to assign predefined roles in EPM Cloud account to Identity Domain Administrators. In such cases, you can now request Oracle to prevent Service Administrators from assigning predefined roles to users. After Oracle implements this request, only Identity Domain Administrators will be able to assign predefined roles to users on any environment in that cloud account. Information to request that Service Administrators be disallowed from assigning predefined roles is available in the Oracle Enterprise Performance Management Cloud Operations Guide.

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

Business Benefit: Limiting the ability to assign predefined roles to Identity Domain Administrators allows you to implement stricter user management policies.

Key Resources

• Requesting to Disallow Service Administrators to Assign Predefined Roles in OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide

REST APIs

Override Selections of the Data Map When Copying Data with a REST API

When copying data with the Plan Type Map REST API, you now have more options. You can take advantage of new override options for the data map using these parameters:

• overrideMembersMap - A map containing the dimension name as the key and a member selection string as a value. Members specified in the map will replace the members in the data map definition during execution.

• overrideExclusionMembersMap - A map containing the dimension name as the key and a member selection string as a value. Members specified in the map will be excluded from the member selection in the data map definition during execution. Any members from the evaluated exclusion selection not present in the evaluated member selection from the data map definition will be ignored.

NOTE:

• The override parameters execute this data map using the specified override members map, clearing data in the target region beforehand if requested. The data map push will error out when the override members map contains members from unmapped dimensions of the target location.

• The member selection string is a comma-separated string consisting of member names, functions, or expressions. For example: "Jan, Feb, &CurrMonth, ILvl0Descendants(Q2), YearTotal, Red"

Applies to: Enterprise Profitability and Cost Management, Planning, Planning Modules

Business Benefit: The ability to override selections of the data map gives you more control over the process of copying data.

Tips And Considerations

Use these Implementation Best Practices to ensure success with your REST API projects.

Key Resources

• REST API for Oracle Enterprise Performance Management Cloud
  • Plan Type Map
  • About the REST APIs for EPM Cloud
  • EPM Cloud REST API Compatibility
  • Quick Reference Table - REST API Resource View

Access Requirements

• Service Administrators

EPM Automate

EPM Spotlight: Scripts to Notify Users When the Daily Maintenance is Complete

The daily maintenance of Oracle Enterprise Performance Management Cloud environments usually takes a much shorter time than the one hour earmarked for it. You can now use the generic Windows, Linux/UNIX, and Groovy scripts available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide to automate the process of notifying users when the daily maintenance is complete.

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: Notifying users about the completion of daily maintenance allows them to resume activities within the environment right after the daily maintenance is complete, making the daily outage duration shorter.

Key Resources

• Inform Users of Daily Maintenance Completion in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

EPM Spotlight: Scripts to Support Quarterly Updates with Six Week Test Cycles

Generic Windows, Linux/UNIX, and Groovy scripts that allow you to create a quarterly EPM Cloud update cadence with six week test cycles is now available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide. By default, EPM Cloud applies a monthly update to your environments. You can use a customized version of these scripts to automate the process of skipping monthly updates so that they are applied on a quarterly basis with a six week test cycle. In this case, not only your test and production environments will be updated every quarter but also your production environments will be updated with a monthly update six weeks after your test environments are updated with the same monthly update.

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

Business Benefit: These generic scripts help you establish a quarterly update with six week test cycle for your EPM Cloud updates.

Key Resources

• Create a Quarterly EPM Cloud Upgrade Cadence with Six Week Test Cycles in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

EPM Spotlight: Updated Sample Scripts to Make Them Executable

Generic Windows and Linux/UNIX sample scripts available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide are updated to make them executable. Customers and partners can now customize and reuse these scripts to meet specific requirements.

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

Business Benefit: These generic scripts provides you a starting point for creating your own scripts for performing various activities within EPM Cloud.

Key Resources

• Command Execution Sample Scenarios in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

New exportLibraryDocument EPM Automate Command

The new exportLibraryDocument command exports any document available in the Reports library to a file.

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

Business Benefit: This command allows you to create an export file that can be imported into other Reports instances to recreate the document.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • exportLibraryDocument

Updates to simulateConcurrentUsage Command

The simulateConcurrentUsage command has been enhanced to support the self-service load testing of environments by simulating the performance load exerted by executing Reports artifacts such as reports and books.

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

Business Benefit: This command helps you validate the response time of your application under concurrent usage. It can specifically be used to test the response time before going to production or after a significant change in the application design. Now, you can also test the response time of Reports artifacts (reports and books).

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • Using the upgrade Command
  • simulateConcurrentUsage
  • Preparing to Run the simulateConcurrentUsage Command

Data Integration

New EPM Integration Agent Options

New EPM Integration Agent options are available in this update to help you manage auto-commit behavior and assure file upload reliability.

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

The ENABLE_AUTO_COMMIT option determines the auto-commit behavior (every database operation is a transaction that is committed when performed.)  This option addresses errors that may occur during agent processing in some versions of the JDBC Driver (for example, IBM DB2), which perform the auto-commit by default. By default this option is set to  N.

To address network latency issues that may delay the upload of large data files to the EPM Cloud, two new options have been added to avoid time-out or other issues during the file upload.

• The RETRY_INTERVAL option sets the retry the logic period after a specified number of seconds. The default is 10 (seconds).
• The FILE_UPLOAD_SIZE option limits the size of the file upload in iteration by a specified megabyte (MB). By default the file upload size is 50 (MB).

The new EPM Integration options can be set in agentparams.ini.

Business Benefit: The new EPM Integration Agent options enable you manage auto-commit behavior and ensure file resiliency during the file upload.

Key Resources

• Configuring the EPM Integration Agent Startup Parameters in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Data Integration Pipeline

New Export Dimension and Export Dimension Mapping Pipeline Job Types

In this update, new Export Dimension by Name (EDMCS) and Export Dimension Mapping by Name (EDMCS) job types are available in the Pipeline for Oracle Enterprise Data Management Cloud export jobs.

The Export Dimension by Name (EDMCS) job type enables you to export a dimension from an Oracle Enterprise Data Management Cloud application to a file in the staging area or a target environment defined in a connection.

The Export Dimension Mapping by Name (EDMCS) job type enables you to export mapping rules for a specific Oracle Enterprise Data Management dimension and location to a file in the staging area or a target environment defined in a connection. When the mapping is exported to an EPM Cloud application, it can be imported as an Explicit mapping within Data Integration because the file is exported to the Data Exchange inbox folder. You can use the “Import Mapping” job type in the Pipeline to perform the import.

These new job types can be used with the following EPM Cloud business processes:

• Enterprise Profitability and Cost Management
• Financial Consolidation Close
• Freeform
• Planning
• Planning Modules

Applies to: Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules

Business Benefit: The Export Dimension by Name (EDMCS) and Export Dimension Mapping by Name (EDMCS) job types enable customers to distribute a view of an individual dimension and dimension mapping changes to downstream applications using the Pipeline.

Key Resources

• In the Administering Data Integration for Oracle Enterprise Performance Management Cloud guide, see:
  • Using an Export Dimension by Name (EDMCS) Job Type
  • Using an Export Dimension Mapping by Name (EDMCS) Job Type
  • Using an Import Mapping Job Type

Forms & Dashboards

Currency Symbol or Currency Code Displays in Dashboard 2.0 Tiles and Tables for Multicurrency Applications

Dashboard 2.0 tiles and tables now display currency symbols or currency codes (depending on how it's set up in the dimension editor) for Standard and Simplified multicurrency applications.

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

Earlier Dashboard 2.0 tiles and tables only displayed currency symbols or currency codes in Standard multicurrency applications.

Business Benefit: Displaying currency symbols or currency codes in all multicurrency applications provides a more user-friendly interface.

Key Resources

• Enterprise Profitability and Cost Management
  • Administering and Working with Enterprise Profitability and Cost Management
    • Using Tables in Dashboards
    • About the Tile Chart Type for Dashboard 2.0

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Using Tables in Dashboards
    • About the Tile Chart Type for Dashboard 2.0

• Planning, Planning Modules
  • Administering Planning
    • Using Tables in Dashboards
    • About the Tile Chart Type for Dashboard 2.0

• Tax Reporting
  • Administering Tax Reporting
    • Using Tables in Dashboards
    • About the Tile Chart Type for Dashboard 2.0

Task Manager, Supplemental Data Manager & Enterprise Journals

Export to XLSX Format in Task Manager, Supplemental Data Manager, and Enterprise Journals

You can now export the tables in Task Manager, Supplemental Data Manager, and Enterprise Journals to .xlsx format using the Export option that is available from the Actions menu. The Excel Export Format configuration setting specifies whether the .xls or .xlsx format is used when exporting to Microsoft Excel. The default is .xls.

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

Business Benefit: This feature allows you to export data in XLSX format, which can be viewed in the most recent versions of Microsoft Excel. Also, this file format helps to view large data and store data more efficiently.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Managing Tasks
    • Managing Supplemental Data
    • Managing Enterprise Journals

• Tax Reporting
  • Administering Tax Reporting
    • Managing Tasks
    • Managing Supplemental Data

• Planning
  • Administering Planning
    • Managing Tasks

Persist Dimension Attribute Values in Supplemental Data Forms and Enterprise Journals When Updated or Deleted Within the Dimension

Within Supplemental Data, you can now choose to persist historical dimensional attribute values on existing data forms. Within the Collection Attributes screen, a new column called Persist is displayed for all attributes of a dimension. In this column, you can select the check box for an attribute to indicate that its value should persist in the referenced forms. If the dimension attribute is updated, then the changes won’t be updated in the forms where the attribute is referenced. If you don’t select this check box, then the referenced attribute is updated with the latest changes.

For Enterprise Journals, the new default behavior will automatically persist historical dimensional attribute values on all existing Journals.

When you delete a dimension attribute, it will no longer be included when creating new Supplemental Data Forms or Enterprise Journals. However, the dimension attribute will remain within any existing forms and journals.

Applies To: Financial Consolidation and Close and Tax Reporting

Business Benefit: This feature improves the retention of historical dimensional data collected within Supplemental Data Forms and Enterprise Journals.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Managing Dimensions in Enterprise Journals
    • Managing Dimension Attributes in Supplemental Data Manager

• Tax Reporting
  • Administering Tax Reporting
    • Managing Dimension Attributes in Supplemental Data Manager

Account Reconciliation

Reverse Adjustment Created Automatically During Unmatch Operations

When you unmatch a match that contains an adjustment, and the Extract Status of the adjustment is Closed, Account Reconciliation automatically creates a reverse adjustment.

Business Benefit: This feature provides ease of use and improves efficiency because users no longer need to manually create reverse adjustments in the source system. It also prevents errors that could occur when users manually create these reverse adjustments.

Key Resources

• Understanding Reverse Adjustments in Reconciling Accounts with Account Reconciliation

Export Transactions from the Balancing Panel Into a Single File

Users can export transactions contained in the Less Unmatched, Less Unmatched Supported, and Less Matched In-Transit buckets of a reconciliation, for a specified period, more efficiently. Use the Balance Report Transactions option to export these transactions.

Business Benefit: This feature enhances usability by providing a zip archive that contains details of all transactions in the Balancing panel. It also helps users to analyze the changes to these transactions over time.

Key Resources

• Using the Balance Report Transactions in Reconciling Accounts with Account Reconciliation

Export to Microsoft Excel Using the .xlsx Format

When exporting to Microsoft Excel, you can now use the .xlsx format. The Excel Export Format configuration setting specifies whether the .xls or .xlsx format is used when exporting to Microsoft Excel. The default is .xls.

Business Benefit: This feature provides additional flexibility when exporting data from Account Reconciliation.

Key Resources

• Settings for Reports in Setting Up and Configuring Account Reconciliation

New REST API to Import Attribute Values

You can now use a REST API to import values into an existing list attribute or group attribute.

Business Benefit: This feature enables you to automate the process of importing attribute values.

Key Resources

• Import Attribute Values in REST API for Oracle Enterprise Performance Management Cloud

New importRCAttributeValues EPM Automate Command

The importRCAttributeValues command imports values into Reconciliation Compliance list or group attributes in Account Reconciliation.

Business Benefit: This command facilitates the automation of the process of importing attribute values into Reconciliation Compliance.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • importRCAttributeValues

New importTMAttributeValues EPM Automate Command

The importTMAttributeValues command imports values into Account Reconciliation Transaction Matching group attributes.

Business Benefit: This command facilitates the automation of the process of importing attribute values into Transaction Matching lists or groups.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • importTMAttributeValues

Enterprise Data Management

New "How Do I..." Help Center Tab

A new "How Do I... " Help Center tab is available to answer your most common questions about Enterprise Data Management.

The new  "How Do I... " Help Center tab lists easy, common, and necessary tasks for setting up your EPM Cloud environment and Enterprise Data Management (EDM) application. Select a topic from the Help Center tab to find answers to your questions. The topics are organized with:

• A list of the easy, common, and necessary tasks, starting with the most common, initial tasks displayed first (from top left column to bottom right column)
• Relevant documentation in multiple guides
• Relevant documentation, videos, and tutorials displayed together
• Additional troubleshooting and best practice content

For example, to answer the question "How do I configure security?", you can select the Configure Security and Access topic that links to 10 different guides plus relevant videos and troubleshooting topics.

Business Benefit: The "How Do I..." Help Center tab enables you to quickly access the information you need to use Enterprise Data Management.

Key Resources

• Oracle Enterprise Data Management "How Do I..." Tab

Financial Consolidation and Close

Get Help on Enterprise Journal Functional Ad Hoc Creation and Posting Issues

The Oracle Enterprise Performance Management Cloud Operations Guide has been enhanced with a new section titled Troubleshooting Financial Consolidation and Close Enterprise Journal Functional Issues. This section provides steps for seeking Oracle's help to resolve Enterprise Journal Ad Hoc creation and posting issues.

Business Benefit: The standard operating procedure available in this section of the Oracle Enterprise Performance Management Cloud Operations Guide helps you resolve ad hoc journal creation and posting issues more efficiently.

Key Resources

• Troubleshooting Financial Consolidation and Close Enterprise Journal Issues in the Oracle Enterprise Performance Management Cloud Operations Guide

FreeForm

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

Narrative Reporting

Change of Behavior - Doclet Attribute Dialog is No Longer Presented When Using the Upload and Check In Option in Smart View

During the doclet check-in process, you can now bypass the Style Sample or Slide Master attribute dialog and directly check in a Microsoft Word or PowerPoint doclet when you use the Upload and Check In option on the Check In button in the Narrative Reporting ribbon in Smart View. When you select this option, any existing page attribute override selections will be maintained.

When uploading a Word or PowerPoint doclet, the Doclet Attribute dialog is displayed where you are asked to review style sample attributes (Word) or slide master attributes (PowerPoint), and select any attributes you wish to override. Previously, the Doclet Attribute dialog was displayed whether you selected the Upload button or the Upload and Check In option available on Check In button.

With the 24.02 Narrative Reporting extension, you can quickly upload and check in a doclet, and avoid the Doclet Attribute dialog by selecting the Upload and Check In option on the Check In button. Any selections you made previously in the Doclet Attribute dialog are maintained.

You can always access the Doclet Attribute dialog by selecting the Upload button.

Business Benefit: Bypassing the Doclet Attribute dialog allows you to more quickly check in doclets when no attribute review or override is required.

Steps to Enable

This feature requires the 24.02 Narrative Reporting extension. To install the extension, see Updated Narrative Reporting Extension for Smart View.

Key Resources

• Working with Oracle Smart View for Office
  • Uploading and Working with Page Attributes and Slide Masters
  • Checking In Doclets

Create Available Content Quickly in Smart View

You can now quickly create available content using the new Available Content button in the Narrative Reporting ribbon in Smart View.

In an Excel reference doclet or reference file, you simply select the table or graphic content, then click the Available Content button:

Available Content Button

This launches the Define New Available Content dialog. The range you selected is entered by default in the Excel Range text box. You provide a name and optional description for the new available content, then click OK.

Define New Available Content Dialog

Previously, you were required to first define named ranges in the Excel reference doclet or reference file, before creating available content. Using the Available Content button in the Narrative Reporting ribbon, the underlying named range is automatically created for you based on the range you select in Excel. You have only to apply a name and optional description to the new content.

When you create new available content using the Available Content button, do not check out the reference doclet or regular doclet to which the reference file belongs. Before you begin, ensure that the doclet is checked in.

Once you click OK in the Define New Available Content dialog, the new content is available for embedding in your Word or PowerPoint doclet.

Business Benefit: You can save time by creating available content quickly using the new Available Content button in the Narrative Reporting ribbon in Smart View.

Steps to Enable

This feature requires the 24.02 Narrative Reporting extension. To install the extension, see Updated Narrative Reporting Extension for Smart View.

Tips And Considerations

When creating available content from a chart, or graphic, be sure to include the row above and below the chart in your selection.

Key Resources

• Creating Available Content Using the Available Content Button in Working with Oracle Smart View for Office

Report Package Embedded Content - New Option to Disable Automatically Resize Table Content for Embedded Word Tables

When you embed a table within a Microsoft Word Doclet, the available content is converted into a Word table. The Word tables have a default option, Automatically Resize Table Contents, which adjusts the column widths and row heights slightly for optimal rendering. This resizing may introduce discrepancies between the embedded table and the source table or grid. You can now disable the resizing option on the Available Content definition to minimize the variations between the embedded Word table and the source reference table or grid.

Within a Word or PDF Report Package, you can disable the automatic resizing option on available content tables. When the available content table is embedded in a Word doclet, the Word table option will not be enabled. By default, this option is enabled for the available content.

To disable the automatic resizing option:

• In Narrative Reporting web:

1. Select Act on Content, and then select Check Out.
2. Select Inspect, and then Available Content.
   • For new available content, click Add, and then select the required grid from Available Source Objects.
   • For existing available content, click on the Available Content Name to edit.
3. Click the Automatically Resize Table Contents checkbox to disable it, and then click OK.

• In Smart View (requires the 24.02+ Narrative Reporting extension):

1. In Excel, open the reference doclet and check it out.
2. In the Narrative Reporting ribbon, click Inspect, then select the Available Content tab, and then click the link for the available content to change.
3. In the Edit dialog, clear the Automatically Resize Table Contents checkbox, and then click OK.

Business Benefit: This enhancement provides customers the ability to enable or disable the resizing option, based on their requirements and choice.

Steps to Enable

• Narrative Reporting web: There is no setup required to use this feature.

• Smart View: This feature requires the 24.02 Narrative Reporting extension. To install the extension, see Updated Narrative Reporting Extension for Smart View.

Tips And Considerations

In Smart View, when you create new available content using the Excel named range method, the Automatically Resize Table Contents option is displayed upon upload in the Add Report Content dialog when you click the link for the new content. In this example, the check box has been cleared:

The option is not displayed when you create available content using the new Available Content button in the 24.02 Narrative Reporting extension update. In Smart View, to clear the check box for content created using the Available Content button, use the steps noted above.

Key Resources

• Adding or Deleting Excel Based Available Content from a Reference Doclet in Creating and Managing Report Packages for Narrative Reporting
• Making Reports Content Available in a Reference Doclet in Creating and Managing Report Packages for Narrative Reporting
• Updating Excel-based Reference Doclet Content 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 support for these Narrative Reporting features:

• Change of Behavior: The Doclet Attribute Dialog will No Longer Present when Using the Upload and Check In Option in Smart View
• Create Available Content Quickly in Smart View
• Report Package Embedded Content - New Option to Disable Automatically Resize Table Content for Embedded MS Word Tables

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

Planning

New Tutorial

A new tutorial is available.

Allocating Costs Using the Allocation Template in Calculation Manager

This tutorial shows you how to allocate Planning and Budgeting costs using the Allocation System Templates in Calculation Manager. This is a no-script-needed approach to allocating costs.

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

Ability to Import and Export Model Data and Metadata in Strategic Modeling Models

You can now export and import model data and metadata to and from a .csv file. This option allows you to export the model data and metadata, modify it, and then import it back to the model.

To export model data and metadata, open the model, and then from the Actions menu, select Export.

Export Dialog Box

To import model data and metadata, open the model, and then from the Actions menu, select Import.

Business Benefit: The export and import feature offers speed and flexibility in updating models—you can export the model data and metadata, modify it, and then import it back to the model. You can also seamlessly transfer model data from one model to another.

Tips And Considerations

You can import a maximum of 200,000 cells at a time.

Key Resources

• Administering Planning
  • Exporting and Importing Model Data and Metadata

Profitability and Cost Management

Updated Migration Tutorial

The "Migrating from Profitability and Cost Management to Enterprise Profitability and Cost Management" tutorial has been updated to include enhancements to handling duplicate member names during the migration process. A new tag, <prefix_all>, included in the <duplicatememberprefixes> section, enables you to optionally apply member prefixes to all members of a dimension. The update also includes information about the migration utility's enhanced flexibility in selecting which dimension to prefix when member collisions are detected.

Business Benefit:

Key Resources

• Migrating from Profitability and Cost Management to Enterprise Profitability and Cost Management

Enterprise Profitability and Cost Management

Improved Page Load Time for Calculation Control and Calculation Analysis

The initial page load time is reduced for the Calculation Control and Calculation Analysis pages.

Business Benefit: Faster load time for the Calculation Control and Calculation Analysis pages allows you to more efficiently calculate and analyze your models.

Key Resources

• Administering and Working with Enterprise Profitability and Cost Management
  • Using the Calculation Control Page
  • About Calculation Analysis

Enhanced Search Features in the Rule Designer

Usability is improved for the Search features in the Rule Designer tabs.

• The Search field on the Waterfall Setup and Mass Edit tabs in the Rule Designer has been expanded to 40 characters.

• When you type a value in the Search field in the Waterfall Setup tab, a list of rules or rule sets that match what you have typed so far is displayed. When you select a rule from the list and click the Search icon, you are taken to the first occurrence in the hierarchy that matches what you typed or selected.

Business Benefit: Rules tend to have long names with many of the first characters repeated across many rules. Visibility to more of the typed in name makes it easier to confirm you typed the right characters. Searching ahead minimizes the typing of very long rule names and reduces typing mistakes and user frustration.

Key Resources

• Using the Rule Designer in Administering and Working with Enterprise Profitability and Cost Management

Enhancement to Model or Rule Set Context

All rules affected by an addition to the Model or Rule Set Context are now automatically updated.

Business Benefit: When you have a large number of rules, this eliminates the need to open and re-save every rule affected by the Model or Rule Set Context change.

Key Resources

• Understanding Model and Rule Set Context in Administering and Working with Enterprise Profitability and Cost Management

Calculation Statistics and Model Documentation Reports Grouped by Type

The Calculation Statistics and Model Documentation reports are now grouped together by type under the Actions menu on the Calculation Analysis page. The first menu level lists the type of report, and the second menu level lists the specific report option.

The Calculation Statistics Reports include:

• Summary: The current Calculation Statistics report.

• Diagnostics: The current Calculation Statistics Comparison report. This report can be run for a single calculation record or for multiple calculation records. The report shows additional rule execution detail which can be useful in diagnosing rule performance issues.

The Model Documentation Reports remain unchanged and include:

• Model Snapshot Documentation
• Compare Snapshot with Current Model
• Compare Model Snapshots

Business Benefit: Grouping the many available reports under their respective report type provides a better arrangement of the reports so users can easily find them and understand the options offered.

Key Resources

• Analyzing Calculations in Administering and Working with Enterprise Profitability and Cost Management

Change to the Intelligence Card Icon on the Home Screen

The icon for the Intelligence card on the Home screen has changed from  to . There are no functionality changes; only the icon has changed.

Business Benefit: Most common tasks and tools are represented as cards on the Home page for easy access. The new icon is better suited for this feature.

Key Resources

• Administering and Working with Enterprise Profitability and Cost Management
  • Creating a Profit Curve
  • Viewing Allocation Trace Results

Tax Reporting

There are no new features in this update except for the applicable features listed in the EPM Cloud Platform section. Under Oracle Cloud Infrastructure, please review the information under Plan to Upgrade All Environments From Non-Hybrid Essbase Version to Hybrid Essbase Version.

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.

In addition to the applicable Important Actions and Considerations discussed in the EPM Cloud Platform section below, this update includes Important Actions and Considerations specific to:

• Account Reconciliation
• Financial Consolidation and Close
• Narrative Reporting
• Profitability and Cost Management

EPM CLOUD PLATFORM

Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version

Within the next 3 months, Oracle is planning to upgrade all environments on a non-hybrid Essbase version to a hybrid Essbase version. This change affects the Essbase version used in EPM Cloud; it does not affect the cube configuration in your application. For example, if the application is configured to use non-hybrid cubes, this update will not change it to use hybrid cubes. For detailed information on the use of Essbase in EPM Cloud, see About Essbase in EPM Cloud in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

To ensure that your application is compatible with hybrid Essbase version, we've implemented a new utility which verifies your member formulas and provides a report so you can fix any issues. The Essbase Outline Validation menu option is in the Application Overview Actions menu. Select the Pre validate Outline option to perform a validation of your application, and then select Outline Pre-validation Report to view a list of member formulas that need to be fixed to be compatible with hybrid Essbase version. After you have fixed the member formulas, you can use the Pre validate Outline option again to make sure that all issues are resolved.

To verify member formulas:

1. From the Home page, click Application, and then click Overview.
2. Click Actions, select Essbase Outline Validation, then select Pre validate Outline.
3. To view the validation report, select Outline Pre-validation Report.

If your environment is on a non-hybrid Essbase version, make sure to use the Essbase Outline Validation option to resolve all issues within next 3 months to avoid any issues after your environment is upgraded to hybrid Essbase version. If your environment is already on hybrid Essbase version, you don’t need to take any action.

To check whether your environment is on a hybrid or non-hybrid Essbase version, look at the value of Essbase Version supports Hybrid Block Storage Option in the Activity Report. If the value is Yes, it means that your environment is on hybrid Essbase version. If the value is No, it means that your environment is on a non-hybrid Essbase version.

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

For more information about this option:

• In Administering Financial Consolidation and Close, see Managing Applications.
• In Administering FreeForm, see Managing Applications.
• In Administering Planning, see Managing Applications.
• In Administering Tax Reporting, see Managing Applications.

Allow access to static.oracle.com

The Getting Started with EPM Cloud for Administrators Guide is updated to remind customers to allow access to static.oracle.com. For the Oracle Redwood Experience to work, Customers must allow access to static.oracle.com, which it provides image files, JavaScript, and other static content.

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

See About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Removal of Support for .xls Format When Exporting to Microsoft Excel

In a future update, the default format for exporting the table data to Microsoft Excel from Task Manager, Supplemental Data Manager, and Enterprise Journals will be changed to .XLSX instead of .XLS.

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

Migrating Snapshots

Migration of snapshots from the current 24.02 version to the previous 24.01 version may fail while importing dimension members in Supplemental Data and Enterprise Journals.

Applies to: Financial Consolidation and Close and Tax Reporting

Plan to Display One Day of Data Instead of Three Days of Data on the Jobs Status Page

In the March (24.03) update, the Jobs status page will display, by default, one day's worth of data. (Today, the Jobs status page defaults to display three days of data.) With the change, the Jobs status page will default to display data for one day and the filter’s start and end dates will default to yesterday and today to have a one day difference.

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

Plan to Discontinue Support for Infolets

In the April (24.04) update, Oracle plans to stop supporting the creation of infolets. Applications using the Redwood Experience will no longer see the option to create infolets on the listing pages. In applications using non-Redwood themes, the Create button on the Infolets page will be disabled. There will be no future enhancements or support for infolets after 24.04.

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

Plan to Discontinue Support for Non-Redwood Experience Themes

Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base.

Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme.

Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. Customers are encouraged to deploy their applications using Redwood theme only.

Towards the end of first quarter of 2024 (subject to change, safe harbor applies), the Redwood Experience will offer a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. The appearance of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.

In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.

If you're a customer and you're not already using Redwood Experience, you're encouraged to move to the Redwood Experience as soon as possible to take advantage of its user experience advantages.

Customers are encouraged to watch the Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.

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

Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting

Native Smart View Ad Hoc Behavior mode is currently still available for EPM Cloud.

Standard is the ad hoc mode upon which all enhancements in the EPM Cloud are being delivered.

Oracle plans to stop supporting Native mode by the end of year 2024. Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases. Any gaps found should to be logged as an enhancement to Standard mode. Enhancements should be logged on the Customer Connect EPM Platform Idea Lab by end of April 2024 for Oracle to review.

Perform the following steps to begin working with Standard mode in your test environment:

1. In Application Settings, change Smart View Ad Hoc Behavior to Standard.
2. Open worksheets from Smart View and reconnect.
3. Refresh the sheets.

NOTES:

• The expectation for existing Native-mode worksheets is that they will work “as is” when the setting is changed to Standard. New ad hoc sheets will only be created in Standard mode using Standard features.

• Smart Forms are not supported in Standard mode and there is no plan to support them in Standard mode.

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

Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences

In a future update, the Dimension column on the User Variables page within User Preferences will honor the Alias Setting in User Preferences. So if an alias name is defined for a dimension, then the Dimension column on the User Variables page will show that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.

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

Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)

EPM Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management.

After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines. To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know.

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

Removal of Enhanced Integration API and Drill Type UI Options in Data Management System Settings

As of the June (23.06) update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.

Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.

The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.

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

Announcement: Data Management Feature Migration to Data Integration

The user interface pages listed in the table below are no longer available in Data Management, but are available in Data Integration. Data Integration is available from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update. Data Management is not going away – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers are not affected by the migration and do not see a change in their Data Management user interface. REST APIs are not impacted by this change.

Data Management	Data Integration	Data Integration Navigation Path
Source System	Configure Connections	From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections.
Target Application	Applications	From the Data Integration UI, select the Actions drop down, and then Applications.
Period Mapping	Period Mapping	From the Data Integration UI, select the Actions drop down, and then Period Mapping.
Category Mapping	Category Mapping	From the Data Integration UI, select the Actions drop down, and then Category Mapping.

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.

This transition is gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.

All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.

Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).

Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

• The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.

• The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation, Financial Consolidation and Close, Planning and Tax Reporting provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template via Task Manager.

• The ability to create new Custom Applications in Data Management will no longer available, and customers should use the “Data Export to File” application type instead. (Existing integrations using a custom application will not be impacted.) See Custom Application in Data Management under EPM Cloud Platform in the Important Actions and Considerations section of this document.

For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.

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

See Administering Data Integration for Oracle Enterprise Performance Management Cloud for more information.

Removal of Support for Custom Application in Data Management

Since the September (23.09) update, custom target applications can no longer be added in Data Management. (Existing integrations that use a custom target application will not be impacted, and will still run without any changes.) This type of application was used to extract data from the EPM Cloud, and then the data was pushed into a flat file instead of being loaded to an EPM Cloud application. The custom application was superseded by the Data Export to File feature in an earlier update. The Data Export to File feature has enhanced functions and capabilities.

If you still have a custom target application, it is recommended that you use the Upgrade Custom Applications option to migrate your existing custom target application to a data export to file application. For more information, see Upgrade Custom Applications at: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/upgrade_custom_applications_100x438d5119.html.

The migration converts existing file formats from the custom target application to the file formats used in the data export to file option and retains all the existing setup. When the custom target application has been converted, you can run same integration as before. Data export file applications are available both in Data Management and Data Integration.

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, 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

Purging of Audit Information

Since the March (23.03) update, audit records older than 365 days are automatically purged. Purged audit records are not stored or accessible. As a best practice, 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

Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel

Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text while importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, 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)

Please note that the Oracle Financial Reporting tentative deprecation dates have been moved to mid-to-late CY24.

For more information:

• See Appendix B in the Designing with Reports Guide: Migrating Reports from Financial Reporting.

• On June 8, the most recent Oracle Cloud Customer Connect event, Migrating Your Financial Reporting to Reports, was presented. There is a presentation, an event recording, and an FAQ sheet accessible. In order to view the event recording and documentation, you must log in to Cloud Customer Connect.

ACCOUNT RECONCILIATION

Change to Options in the Rules Tab of the Add Attribute Assignment Dialog

Starting in this update (February, 24.02), in the Transaction Detail section of a format, the option Do Not Display – Anywhere is not available when you specify access details by adding a rule on the Rules tab of the Add Attribute Assignment dialog. However, you can use the Do Not Display – Anywhere option when specifying access details using the Properties tab of the Add Attribute Assignment dialog.

Removal of Support for .xls Format When Exporting to Microsoft Excel

In a future update, the default format for exporting the table data to Microsoft Excel will be changed to .XLSX instead of .XLS.

FINANCIAL CONSOLIDATION AND CLOSE

Future Updates to Substitution Variables and Consolidation Settings

Starting in the March (24.03) update, Financial Consolidation and Close is introducing a new module called Consolidation Settings to gradually replace user-created substitution variables. Substitution variables and feature behavior variations will be handled through this module in a phased approach. Some user-created substitution variables will be available for migration to the Consolidation Settings module starting in 24.03, and others will be available for migration in future updates.

Enterprise Journal Dimension Persistence

In a future update, all Enterprise Journal dimension attributes will persist their values once they are set in the Journal.

FCCS_Global Assumptions Member

As of the June (23.06) update, the FCCS_Global Assumptions member and its descendants (if any), from the Entity dimension are restricted member(s) for On Demand Rules. 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.

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.

Substitution Variables

Substitution variables allow you to enable or disable new Financial Consolidation and Close features as needed. The following substitution variables are available:

• YTDFXRatioThreshold

In an application with YTD FX Variance Translation Calculations enabled, in some circumstances, extremely large numbers may occur in OBFXCTA/OBFXCICTA members. To resolve this issue, add a new Substitution Variable called YTDFXRatioThreshold and set the value to True.

Starting in the May 2024 (24.05) update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

• OBOC_BEFORE_CONFIG_CONSOL

When enabled, the Acquisition and Disposal Movement members will be populated before the Configurable Consolidation rules are run.

Starting in this update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

• IncludeSmartListId

When enabled, the LCM export file contains the ID attribute in the Ownership.Data.xml file. When you perform the migration process, LCM will import these IDs to be used as Smart List entry IDs internally.

Starting in this update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

• ReportingTransEPAEEA

When enabled, the FCCS_Entity Proportion Adj and FCCS_Entity Elimination Adj members are translated to Reporting Currency.

Starting in the March 2024 (24.03) update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

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 variables to True. If any degradation is noticed, set the variable to False or delete it.

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

NARRATIVE REPORTING

Issue Identified with the December (23.12) Narrative Reporting Extension for Smart View

Due to an issue identified with the December (23.12) update, Oracle recommends that you do not upgrade your Narrative Reporting extension for Smart View at this time and remain on your currently installed version of the extension.

The 23.12 Smart View extension includes a change in behavior with the doclet check in process. Users can bypass the Style Sample or Slide Master attribute dialog and directly check in a Microsoft Word or PowerPoint doclet when they use the Upload and Check In option on the Check In button in the Narrative Reporting ribbon in Smart View.

Oracle has issued a patch to update the 23.12 Smart View Extension, reverting the Upload and Check In option to the prior behavior. This enhanced Upload and Check In process will be reintroduced in a future update.

Issue: Within Microsoft Word Doclets, the revised Upload and Check In option inadvertently clears any prior attribute overrides and applies all Style Sample settings to the doclet, altering the document contents. The two-step doclet check in process of using the Upload action, and then the Check In action, continues to function properly and is not affected by this change of behavior.

The Upload and Check In option within Microsoft PowerPoint is not impacted and works properly.

Recommendation: Oracle recommends customers remain on their currently installed version of the Narrative Reporting extension for Smart View until a code correction is issued in a future update.

Any customers that have upgraded to the 23.12 Narrative Reporting extension are advised to notify their users to avoid using the Upload and Check In option and use the two-step process doclet check-in process with all Microsoft Word doclets.

Customers can contact Oracle Support and request their environments be patched to obtain the updated 23.12 Smart View extension.

PROFITABILITY AND COST MANAGEMENT

Oracle Profitability and Cost Management Application Type Statement of Direction

The Oracle Profitability and Cost Management Application Type Statement of Direction provides an overview of the strategic plans and future direction of Oracle Profitability and Cost Management Cloud Service and Oracle Enterprise Performance Management Enterprise Cloud Service Profitability and Cost Management Business Process. Included is information about the change in Development focus to the newer Enterprise Profitability and Cost Management Application Type available exclusively with Enterprise Performance Management Enterprise Cloud Service.

Oracle Support Document 2955235.1 (Oracle Profitability and Cost Management Application Type Statement of Direction)