What's New

June 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:

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Enterprise Performance Management

EPM Spotlight Features

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

• In Enterprise Data Management, approval policies can be configured with the Management Hierarchy approval method to invite approvers based on a hierarchy of users defined in a Users type application.

• In Planning, you can now collaborate with your colleagues more effectively and leverage the power of automated analysis with IPM Insights using tags.

• Additionally, In the July (24.07) update of EPM Cloud, Oracle will automatically update all EPM Cloud environments that use a non-Redwood theme to the Redwood Experience. As a result, themes outside of the Redwood Experience will no longer be supported.

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

Key Resources

• Management Hierarchy Approvals in this What’s New document

• Collaborating with IPM Insights Using Tags in this What’s New document

• Getting Started with Oracle Enterprise Performance Management Cloud for Administrators:
  • About Redwood Experience
  • Configuring EPM Cloud Appearance

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, June 7, 2024.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 21, 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, June 7, 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 Platform 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

NOTE: In the Applies To lists, Planning refers to all Planning application types (Custom, FreeForm, Modules, Cash Forecasting, Sales Planning, Strategic Workforce Planning) unless otherwise stated.

Oracle Cloud Infrastructure

Oracle-Managed OCI Migration for Classic UK Government Environments

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.

Oracle will migrate all Classic UK Government environments to OCI in Wave 9.  Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule.  Your OCI environments were made available in May 2024. Complete the optional activities documented at Oracle-Managed Migration before July 2024. 

In July 2024, while applying the monthly update 24.07 during the daily maintenance window, Oracle will automatically clone your OCI environments from Classic environments and change the DNS configuration so that the existing Classic service URLs are routed to the OCI environments. Cloning of test environments will be done on the first Friday of July 2024. Cloning of production environments will take place on the third Friday of July 2024. Oracle will terminate your Classic environments by August 31, 2024.

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

Business Benefit: OCI provides you a purpose-built, best-in-class platform that is engineered from the ground up to run mission-critical databases, workloads, and business processes while providing end-to-end security. This new architecture delivers greater performance and reliability, and a number of EPM Cloud features that are not available in Classic EPM Cloud.

Steps to Enable

Review and follow the instructions in EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide.

Key Resources

• EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide

• Oracle-Managed 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

60-Day Retention of Backups from OCI (Gen 2) Test Environments

The daily backups of OCI (Gen 2) test environments are now retained for an extended period of 60 days.Previously, the backups of production environments were retained for 60 days while those of test environments were retained for 30 days only.

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

Business Benefit: Extended retention of backups of OCI (Gen 2) test environments addresses the customer's audit and security requirements.

Key Resources

• Backup Data Residency and Retention on OCI (Gen 2) in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Security and Access

Information on Setting Multiple Password Policies

To satisfy the requirement for distinct password restrictions across different users, groups, and roles, you have the option to create multiple password policies and assign them to various IDCS groups. Users belonging to a specific IDCS group adhere to the password policy designated for that group. This information is now available in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

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

Business Benefit: By implementing custom password policies across user roles and group memberships, customers can enforce stringent security protocols and operational efficiency.

Key Resources

• See Setting Password Policies in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

New Application Role: Access Control - Manage

EPM Cloud users can now be assigned a new Access Control - Manage application role. Users with this role have the ability to manage groups and assign application roles to both groups and individual users. Additionally, they can generate reports on user security.

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

Business Benefit: The Access Control - Manage role provides segregation of duties within Access Control; you don't have to provide the Service Administrator role to a user who is responsible for Access Control only.

Key Resources

Administering Access Control for Oracle Enterprise Performance Management Cloud:

• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• FreeForm
• Planning
• Profitability and Cost Management
• Tax Reporting

EPM Automate

Option to Use Existing Users with the simulateConcurrentUsage Command

The simulateConcurrentUsage EPM Automate command has been enhanced to use existing users in the identity domain while running concurrent operations on an environment. To use existing users in the identity domain with this command, you use mode 4, which uses users defined in the users.csv file included in the input ZIP file. In this mode, the command does not create the simulated users.

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

Business Benefit: This change helps you validate the response time using existing users.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • simulateConcurrentUsage
  • Creating the users.csv file to Run the simulateConcurrentUsage Command

REST APIs

Option to Use Existing Users with the Simulate Concurrent Usage REST API

The Simulate Concurrent Usage REST API has been enhanced to use existing users in the identity domain while running concurrent operations on an environment. To use existing users in the identity domain with this REST API, you use test mode 4, which includes users defined in the users.csv file included in the input ZIP file. In this mode, the REST API does not create the simulated users.

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

Business Benefit: This change helps you validate the response time using existing users.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

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

Key Resources

• Simulate Concurrent Usage in REST API for Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

New Role Assignment Report for Users (v2) REST API

A new Role Assignment Report for Users (v2) REST API is available that generates a Role Assignment Report of users in the environment. The report lists the roles assigned to users. It identifies the user's login name, first name, last name, email address and assigned roles. The report can be created for a specific user or a role or a combination of users and roles. The report includes:

• Predefined roles (such as Service Administrator)

• Application roles (such as Approvals - Assign Ownership, Approvals - Supervise, Approvals - Administer, and Approvals - Design Process)

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

Business Benefit: As opposed to the v1 version of the Role Assignment Report REST API, this API is synchronous and returns the report content in the response. It also lets you filter the report for a particular user or group.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

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

Key Resources

• Role Assignment Report for Users (v2) in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator or Access Control Manager

New Role Assignment Report for Groups (v2) REST API

A new Role Assignment Report for Groups (v2) REST API is available that generates a Role Assignment Report of groups in the environment. The report lists the roles assigned to groups. It identifies the group’s name, description, type and assigned roles. The report can be created for a specific group or a role or a combination of groups and roles. The report includes:

• Predefined roles (such as Service Administrator)

• Application roles (such as Approvals - Assign Ownership, Approvals - Supervise, Approvals - Administer, and Approvals - Design Process)

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

Business Benefit: This REST API provides a way to find out the roles assigned to groups, rather than to individual users, and is helpful if you have a lot of groups defined in your environment.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

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

Key Resources

• Role Assignment Report for Groups (v2) in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator or Access Control Manager

View the Current Theme for the Application in the Get Applications REST API

You can now use the Get Applications REST API to view the current theme for the application.

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

Business Benefit: This allows you to automate the process of getting application themes.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

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
  • Get Applications
  • About the REST APIs for EPM Cloud
  • EPM Cloud REST API Compatibility
  • Quick Reference Table - REST API Resource View

Access Requirements

• Service Administrators

Accessibility

Accessibility Keys for EPM Cloud Platform Tasks

The non-standard access keys for navigating the Member Selector dialog box of the Edit Member Properties page in Forms 2.0 and Dashboard 2.0 are now documented in the Oracle Enterprise Performance Management Cloud Accessibility Guide.

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

Business Benefit: The non-standard accessibility options aid in efficient navigation of EPM Cloud environment, business processes, and common platform components. This ensures inclusivity and compliance with accessibility standards, enhancing user experience and facilitating seamless interaction with the platform for all users.

Key Resources

• See Access Keys for EPM Cloud Platform Tasks in Oracle Enterprise Performance Management Cloud Accessibility Guide

Smart View

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 general improvements and defect fixes.

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

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:

1. From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
2. Select your business process instance, then follow the prompts.

Key Resources

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

New Application Setting to Enable Upcoming Support for Oracle Smart View for Google Workspace in Google Sheets

A new application setting, Smart View Add-on with the option Google Sheets, is now available to enable the upcoming support for the Smart View extension in Google Sheets.

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

When Oracle Smart View for Google Workspace becomes available, users of Google Workspace will be able to access EPM Cloud data, work on forms, and perform ad hoc analysis in Google Sheets. Service Administrators must select the Google Sheets option in application settings to enable the Smart View extension in Google Sheets. This option is not selected by default.

Business Benefit: Users will be able to work on forms and ad hoc grids and use various Smart View features in Google Sheets, when Oracle Smart View for Google Workspace becomes available.

Steps to Enable

To enable the Smart View add-on extension for Google Sheets:

1. Open the web application for your business process.
2. Click Applications, and then click Settings.
3. In the Smart View Add-on section, select the Google Sheets check box.
4. Click Save.

Key Resources

• Enterprise Profitability and Cost Management
  • Administering and Working with Enterprise Profitability and Cost Management
    • Application Settings

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Specifying Application Settings

• FreeForm
  • Administering FreeForm
    • What Application and System Settings Can I Specify?

• Planning
  • Administering Planning
    • What Application and System Settings Can I Specify?

• Tax Reporting
  • Administering Tax Reporting
    • Specifying Application Settings

Data Integration

New Bank Statement Verification Option for Account Reconciliation BAI Statement Balances

Account Reconciliation customers can now verify that the correct bank statement is being loaded using the Bank Statement Verification feature in Data integration. When enabled, the system compares the current period expected ending balance to the ending balance provided in the BAI file being loaded.

To calculate the current period expected ending balance, the system adds the net total of the current day transactions to the previous period ending balance for the Account ID.  If a difference is detected or any error is encountered, the transactions remain in the Workbench; however, they are not exported to transaction matching.

Applies to: Account Reconciliation

Business Benefit:  Bank Statement Verification enables you to identify:

• duplicate transactions and duplicate data loads
• missing balances or transactions
• statements loaded in the incorrect order (that is, non-chronological order)
• incorrect currency codes

Key Resources

• Verifying BAI Bank Statement Balances in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Forms and Dashboards

Forms 2.0 is the Default for New and Recreated Applications

Forms 2.0 is now the default Forms Version option for newly created and recreated applications.

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

When you create a new application using the application creation wizard or using a Smart View template, the Forms Version will default to Forms 2.0. If you upgrade an existing application, the current Forms Version setting is retained. If you perform an import using Migration to create a new application, the Forms Version setting in the Migration file is retained. Forms 1.0 will continue to be an available option in the Settings page.

To change the Forms Version setting, click Application, and then click Settings. Under Other Options, find the Forms Version setting.

Business Benefit: Defaulting the Forms Version setting to Forms 2.0 ensures you can immediately enjoy our default user experience and to take advantage of features only available in Redwood Experience.

Key Resources

• Enterprise Profitability and Cost Management
  • Administering and Working with Enterprise Profitability and Cost Management
    • About Forms Versions

• Financial Consolidation and Close
  • Working with Financial Consolidation and Close
    • About Forms Versions

• FreeForm
  • Working with FreeForm
    • About Forms Versions

• Planning
  • Working with Planning
    • About Forms Versions

• Tax Reporting
  • Working with Tax Reporting
    • About Forms Versions

Reports

Introducing Bursting Email Consolidate Attachments and Zip Attachments Options

Bursting now allows you to collate multiple attachments in a zip file format and send it to a single recipient.

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

Previously, separate emails were sent for each generated report or PDF. Now, you can optionally select Consolidate Attachments, which will consolidate all bursting output email attachments for a single user into an email. For newly created bursting definitions, Consolidate Attachments are enabled by default. Also, you can consolidate bursting output email attachments into a ZIP file format by selecting ZIP Attachments, and then specifying a ZIP File Folder Path to create folders within the ZIP file.

Consolidate Attachments and Zip Attachments Options in Bursting

Business Benefit: This enhancement provides customers the ability to receive multiple attachments in a single email in a convenient and hassle-free manner.

Key Resources

Designing with Reports for Oracle Enterprise Performance Management Cloud

• About Bursting
• Prerequisites
• Simple Steps for Creating a Bursting Definition
• Configuring the Email Channel

User Interface

Ability to Add a Custom Logo for Redwood Experience Themes

You can now update Redwood Experience themes (Oracle, Custom Dark, and Custom Light) with a custom logo.

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

To add a custom logo, click Tools, click Appearance, and then select Enable Redwood Experience (if it's not already selected). To replace the default Oracle logo with your own logo image, select Upload File to choose a locally stored custom image file, or select Provide URL to choose a custom image URL.

Business Benefit: This enhancement enables you to further customize your environment while using the Redwood Experience.

Key Resources

• Configuring EPM Cloud Appearance in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Account Reconciliation

New How Do I... Help Center Tab

A new How Do I …  Help Center library page for Account Reconciliation is now available. The page has a simplified left navigation pane and a revamped design incorporating Redwood graphics. It lists easy, common, and necessary tasks for setting up EPM Cloud and your business process.

The topics are organized with:

• A list of tasks, starting with the most common, initial tasks displayed first (from the top left column to the bottom right column) and organized for Administrators and Users.

• Relevant documentation to 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?, from the How Do I …  page, select the Set Up and Configure graphic, then select Configure Security and Access from the drop-down menu, which links to several 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 Account Reconciliation.

Key Resources

• Oracle Account Reconciliation How Do I... Tab

Bank Statement Verification Option for BAI Statement Balances in Data Integration

Account Reconciliation customers can now verify that the correct BAI bank statement is being loaded using the Bank Statement Verification feature in Data integration. When enabled, the system compares the current period expected ending balance to the ending balance provided in the BAI file being loaded. To calculate the current period expected ending balance, the system adds the net total of the current day transactions to the previous period ending balance for the account. If a difference is detected or any error is encountered in one or more of the accounts, an error log is produced and the transactions will remain in the Workbench; however, they are not exported to transaction matching.

Business Benefit: Bank Statement Verification enables you to identify duplicate transactions and duplicate data loads, missing balances or transactions, statements loaded in the incorrect order (that is, non-chronological order), and incorrect currency codes.

Key Resources

• Verifying BAI Bank Statement Balances in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Enterprise Data Management

Application Specific Validation for Equivalent Nodes in Related Viewpoints

An application specific validation is available to verify whether certain nodes in a viewpoint also exist in one or more other related viewpoints. The Equivalent Nodes With Filter validation is disabled by default but can be enabled for any dimension where the same nodes must be in multiple viewpoints for data integrity reasons. The Related Viewpoints and Equivalent Nodes Filter parameters need to be configured for viewpoints where the validation will be enforced.

Business Benefit: This validation ensures completeness of nodes across multiple related viewpoints in a dimension for reconciliation purposes.

Key Resources

• Configuring Related Viewpoints in Administering and Working with Oracle Enterprise Data Management Cloud

Calculated Name for Nodes Added By Copy or Model after Action

Names can be calculated for new nodes that are added to a viewpoint using a Copy or Model After action. The calculated name can be based on properties and relationships which are copied or some other information about the node. Node names can be calculated when performing a Copy or Model After operation interactively, during a request file load, or using a subscription.

Business Benefit: Node names can be calculated for new nodes which are copied or modeled after existing nodes in a viewpoint.

Key Resources

• Calculating and Storing the Name of a Node in Administering and Working with Oracle Enterprise Data Management Cloud

Copy and Model after Nodes Using Request Files and Subscriptions

New nodes can be created based on a Copy or Model After action during a request file load or via a subscription. The request file load format includes two optional columns (Copy Node and Copy Action) which are used to perform the Copy or Model After operation when loading a request file. Subscriptions can be optionally configured with Copy Action and Properties To Match parameters to perform a Copy or Model After operation in a subscription request. The subscription request will copy or model after the node specified in the original request or can automatically choose a sibling node to copy/model after based on certain matching properties.

Business Benefit: New nodes added by a request file load can copy property values and hierarchy relationships from other existing nodes in the same viewpoint. Performing a Copy or Model After via a subscription enables nodes added to target viewpoints to copy property values and hierarchy relationships of existing nodes in those viewpoints.

Key Resources

• Request Load File Format in Administering and Working with Oracle Enterprise Data Management Cloud
• Performing Copy and Model After Operations in Subscriptions in Administering and Working with Oracle Enterprise Data Management Cloud

Copy Nodes and Inclusion Property Parameters Added to Subscriptions Report

The Subscriptions report has been enhanced to include additional parameters that can be configured in a subscription. A Filters column has been added to cover all subscription filters (including the Inclusion Property filter) and the individual Actions, Top Nodes, and Node Expression columns have been removed from the report. A Copy Nodes column has been added to identify subscriptions which use the Copy Action and Properties to Match parameters. These changes are also available in the Subscriptions report download.

Business Benefit: Users can easily determine which subscriptions are configured with the Copy Nodes parameters or Inclusion Property filter.

Key Resources

• Subscriptions Report in Administering and Working with Oracle Enterprise Data Management Cloud

Create and Delete Events for Additional Metadata Objects in System Event Audit

Events for the creation and deletion of additional metadata objects are tracked and can be reviewed from the Audit System Events screen in the user interface. Audit results can be filtered by a selected object type in the Metadata event category.

Create and delete events are now recorded for the following metadata objects:

• Bindings and global connections
• Extracts and extract packages
• Queries and compare profiles
• Subscriptions and time labels

Business Benefit: Application owners and Service Administrators can identify when these metadata objects are created and deleted along with who was responsible.

Key Resources

• Auditing System Events in Administering and Working with Oracle Enterprise Data Management Cloud

Escalation Indicator for Invitees in Request Inspector

An escalation indicator is displayed on the Workflow tab of the Request inspector for invitees who were invited to approve or commit because the request was escalated to them for one or more workflow policies. This allows users to determine when a request has been escalated and to whom.

Business Benefit: Users of a request can easily identify approvers and committers who were invited when a request is escalated.

Key Resources

• Inspecting Requests in Administering and Working with Oracle Enterprise Data Management Cloud

Improved Subscription Management for Archived Dimensions and Viewpoints

Subscriptions are now automatically ignored during request processing after a dimension or viewpoint is archived. When a dimension or viewpoint is unarchived, subscriptions will be reactivated to continue generating subscription requests. In previous releases, subscriptions for an archived dimension needed to be manually disabled in order to prevent them from being run and when a viewpoint was unarchived, subscriptions were not automatically re-enabled.

Business Benefit: Owners and metadata managers no longer need to manually disable and enable subscriptions when dimensions and viewpoints are archived and unarchived.

Key Resources

• Subscribing to Viewpoints in Administering and Working with Oracle Enterprise Data Management Cloud

Management Hierarchy Approvals

Approval policies can be configured with the Management Hierarchy approval method to invite approvers based on a hierarchy of users defined in a Users type application. Users who are ancestors of the request owner in the management hierarchy are individually invited to approve their requests in a sequential manner. The approval policy can be set up with a fixed or variable number of approvals before the policy is fulfilled.

Business Benefit: Requests submitted by different users can have different approvers based on an organizational hierarchy that is maintained in Enterprise Data Management or loaded from a source system.

Key Resources

• Understanding Management Hierarchy Approvals in Administering and Working with Oracle Enterprise Data Management Cloud

New and Updated Videos

A new video is available:

Registering Enterprise Profitability and Cost Management Applications

This tutorial video shows you how to register an Enterprise Profitability and Cost Management application in Enterprise Data Management. Use the registration wizard to manage connections, cubes, dimensions, and attributes for an external Enterprise Profitability and Cost Management application.

An updated video is also available:

Understanding the Information Model

This overview video introduces you to the information model in Enterprise Data Management. Users browse dimension data by using viewpoints. Learn how dimensions, viewpoints, node sets, hierarchy sets, and node types interact to display dimension data in viewpoints.

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

New extractPackage EPM Automate Command

The extractPackage EPM Automate command is now available. This command runs an extract package consisting of multiple extracts for an application using a single operation. The results of each extract in the package are added to a ZIP file, which can be written to the staging area or to a global connection.

Business Benefits: This command helps you extract packages to a file or destination so that they can be propagated across environments.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • extractPackage command

Node Clipboard for Viewpoints

The node clipboard enables users to select multiple nodes from a viewpoint and insert them together into one or more other viewpoints. Nodes can be added to the clipboard from any viewpoint and then inserted under different parents in the same viewpoint or into other viewpoints in the same view using a drag and drop operation. When nodes which are no longer required on the clipboard, they can be removed as necessary. Nodes remain on the clipboard until the view is closed or reloaded.

Business Benefit: Alternate hierarchies and viewpoints consisting of many nodes can be quickly constructed and aligned using the node clipboard. Users can easily insert multiple nodes into multiple viewpoints increasing productivity and reducing the manual effort to perform those changes.

Key Resources

• Working with the Node Clipboard in Administering and Working with Oracle Enterprise Data Management Cloud

Oracle EDM Cloud – Oracle Database | Sync Enterprise Data Recipe Available for Oracle Integration

The Oracle EDM Cloud – Oracle Database | Sync Enterprise Data recipe is now available for Oracle Integration. This recipe enables you to synchronize enterprise data bidirectionally between Oracle Enterprise Data Management Cloud and Oracle Database. The recipe contains two integrations. Use the EDM DB Extract Sync integration to extract enterprise data from a viewpoint in Oracle Enterprise Data Management and load it into a database table. Use the DB EDM Extract Sync integration to extract data from a database table and load it into a viewpoint in Oracle Enterprise Data Management.

NOTE: You must create an agent group and install the on-premises connectivity agent before you download the recipe. This allows messages to be exchanged between Oracle Integration and your locally installed Oracle Database resource.

Business Benefit: This recipe enables you to accelerate the integration of Oracle Enterprise Data Management with the Oracle database by loading a viewpoint in Enterprise Data Management from a table in Oracle database or hydrating an Oracle database table with a viewpoint extract from Enterprise Data Management.

Key Resources

• Sync Oracle Enterprise Data Management Cloud with Oracle Database

Prevent Deletion of Submitted Requests

A system setting is available to prevent the deletion of submitted requests which were recalled or pushed back to the request owner. The setting can be configured by a service administrator and applies to submitted requests for any application and view in the system. When a user attempts to delete a recalled or pushed back request, the request will be transitioned to the Closed stage instead of deleted.

Business Benefit: This setting retains obsolete requests which were recalled or pushed back to ensure they can be audited.

Key Resources

• Configuring System Settings in Administering and Working with Oracle Enterprise Data Management Cloud

Prevent Rejection of Selected Request Types

The Reject workflow action for a request can be optionally restricted for approvers and committers of certain types of requests. A system setting is available to enable or disable this restriction and select the request types where rejection will be prevented. When rejection is not permitted, a request can only be pushed back or recalled if it is not approved.

Business Benefit: Restricting the Reject action prevents requests from being unintentionally closed by approvers or committers. These requests remain active so they can be modified accordingly in order to be successfully completed, rather than requiring a new request to be created and submitted.

Key Resources

• Configuring System Settings in Administering and Working with Oracle Enterprise Data Management Cloud

Request Priority

A priority can be set for enterprise data requests to identify the urgency of the changes included in the requests. The request owner can set or modify the priority during the Submit stage. The Request Activity page provides a Priority column and filter to find requests based on their priority. Workflow policies can be filtered by request priority to enable different workflows for requests with different priorities.

Business Benefit: Users can specify the priority of their requests to describe their importance and route the requests through a conditional workflow process to ensure they are approved and committed in a timely fashion.

Key Resources

• Setting and Viewing Request Priority in Administering and Working with Oracle Enterprise Data Management Cloud

Request Validation Scope for Custom Validations

Custom validations can be configured with a Node or Parent scope to control which node is evaluated during request item validation. Node scope validations evaluate the node for which request actions have been performed. Parent scope validations evaluate the parent of the node that has request actions. Validations with the Parent scope run only for changes made to hierarchy viewpoints. When validating a viewpoint outside of a request context, Parent scope validations run for every node in the viewpoint.

Business Benefit: Parent nodes in hierarchy viewpoints can be validated when performing request actions such as Insert, Move, and Remove on their child nodes. For example, when a parent node must have at least one child node of a particular type or a parent node cannot have multiple children with certain property values.

Key Resources

• Working with Custom Validations in Administering and Working with Oracle Enterprise Data Management Cloud

Rest API and EPM Automate Improvements for Global Connections in Extracts and Extract Packages

The Connection parameter specified when running extracts and extract packages now provides the option to use a global connection other than the one that is preconfigured. This capability is available when running extracts and extract packages via the REST API or EPM Automate. In previous releases, the Connection parameter supported only the global connection that is configured with the extract definition or extract package.

Business Benefit: Output files for an extract and extract package can be written to multiple global connections by specifying a different connection at run time.

Key Resources

• Extract a dimension viewpoint in REST API for Oracle Enterprise Data Management Cloud Service
• Run an extract package in REST API for Oracle Enterprise Data Management Cloud Service
• extractDimension in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Sibling Sort Order Column for Financials Cloud General Ledger Exports

Dimension exports for Financials Cloud General Ledger applications include an additional column in the GLSegmentHierInterface file to identify the order of sibling nodes under parents in hierarchies. This column is used by the Import Segment Values and Hierarchies process in Oracle ERP Cloud to control the order of tree nodes that are created or updated.

Business Benefit: General ledger hierarchies in Oracle ERP Cloud use the same order of nodes as defined in Enterprise Data Management hierarchy viewpoints.

Key Resources

• Exporting Oracle Financials Cloud General Ledger Dimensions in Administering and Working with Oracle Enterprise Data Management Cloud

Sort Option for Viewpoint Extract Columns

A Sort option can be configured for one or multiple columns of a viewpoint extract to control the order of rows which are written to the output file. Column based sorting is limited to Full extracts only. A viewpoint extract can have one primary and one secondary column used for sorting. Rows in the output file can be sorted in ascending or descending order.

Business Benefit: Rows in an extract output file can be ordered differently than the order in which the nodes exist in the viewpoint for the extract.

Key Resources

• Selecting Extract Columns in Administering and Working with Oracle Enterprise Data Management Cloud

Tax Reporting Application Type

A new application type is available in Enterprise Data Management to manage dimensions and mappings for the Tax Reporting business process in Oracle EPM Cloud. Tax Reporting applications can be registered on the Applications page, may include standard and attribute dimensions, and provide support for a variety of tax reporting options. Mapping bindings and viewpoints can also be created for Tax Reporting applications after registration. The application type includes predefined properties and validations for managing data as well as with bindings and connections for importing and exporting data.

Business Benefit: Tax Reporting application dimensions and mappings can be managed in a dedicated application type in Enterprise Data Management.

Key Resources

• Working with Tax Reporting Applications in Administering and Working with Oracle Enterprise Data Management Cloud

Use IDCS Groups with Permissions, Policies, Subscriptions, and Views

Identity Cloud Service (IDCS) groups can now be directly granted permissions as well as directly assigned to policies, subscriptions, and views. Users in the IDCS groups inherit the grants and assignments for the IDCS group that they belong to. In previous releases, IDCS groups needed to belong to an EPM group in order to be granted permissions for these Enterprise Data Management artifacts.

Business Benefit: IDCS groups can be directly granted permissions and assigned to policies, subscriptions, and views.

Financial Consolidation and Close

ExtendMovementScope Substitution Variable

The ExtendMovementScope substitution variable is now enabled by default. This allows you to include Movement dimension members that are created outside of the FCCS_Movements hierarchy in translation and consolidation calculations. To disable this behavior, set this substitution variable to False.

Business Benefit: The ExtendMovementScope feature enables you to include more Movement dimension members in translation and consolidation, including default translations, Translation Override entries and rules, Configurable Calculation rules, On-Demand rules, and Configurable Consolidation rules.

Key Resources

• Translating Data in Administering Financial Consolidation and Close

FreeForm

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

Narrative Reporting

Updated Narrative Reporting Extension for Smart View

An updated Narrative Reporting extension for Oracle Smart View for Office is now available to download and install. Along with general improvements and defect fixes, this update includes support for the 24.06 feature, New Search Field in Embed Contents Dialog in 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

New Search Field in Embed Contents Dialog in Smart View

When working with Narrative Reporting in Smart View, a new Search field in the Embed Contents dialog facilitates in locating content when the list of available content is long.

This feature requires the 24.06 Narrative Reporting extension update.

To use the new Search field, open a report package, open and check out a doclet, and click the Embed button in the Narrative Reporting ribbon. The Embed Contents dialog is displayed:

Embed Contents Dialog Showing Full List of Available Content

Enter a term to search on. In the following example, "sum" is entered. There is no need to enter wildcards; Narrative Reporting searches for and returns all available content that contains "sum" anywhere in the content name.

Embed Contents Dialog Showing Filtered List After Performing Search

You can refine the entire list of available content or the search results by selecting an option from the Filter drop-down list next to the Search field:

Embed Contents Dialog Drop--down List for Filtering Search Results

The default selection is All, to show all available content. You can choose Current Doclet, to display only available content in the current doclet; or Reference Doclets, to display available content from all reference doclets in the report package. You can also choose Hide Embedded, to hide available content that has already been embedded in the current doclet.

Optionally, click the X icon in the Search field to clear the search term and return the list of available content to the original state.

Once you've located the available content to embed, you can use the Show Preview button to preview the content, click Embed to embed the content in your doclet, or click Cancel to leave the dialog.

Business Benefit: The new Search field in the Embed Contents dialog allows you to quickly locate available content.

Steps to Enable

This feature requires the 24.06 Narrative Reporting extension. To install the extension, see Updated Narrative Reporting Extension for Smart View.

Key Resources

• Working with Oracle Smart View for Office
  • Installing the Narrative Reporting Extension
  • Embedding Content in a Doclet
  • Adding and Embedding Available Content from Reference Files
  • Smart View and Narrative Reporting

• 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 How Do I... Help Center Tab

A new How Do I …  Help Center library page for Planning is now available. The page has a simplified left navigation pane and a revamped design incorporating Redwood graphics. It lists easy, common, and necessary tasks for setting up EPM Cloud and your business process.

The topics are organized with:

• A list of tasks, starting with the most common, initial tasks displayed first (from the top left column to the bottom right column) and organized for Administrators and Users.

• Relevant documentation to 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?, from the How Do I …  page, select the Set Up and Configure graphic, then select Configure Security and Access from the drop-down menu, which links to several 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 Planning.

Key Resources

• Oracle Planning How Do I... Tab

Support for Multiple Versions of Models in Strategic Modeling

You can now create and work with multiple versions of models. This feature is available in Planning and in Strategic Modeling Extension for Smart View.

Business Benefit: You no longer need to create a new entity archive at every check in.

Key Resources

• Opening, Checking Out, and Deleting Models in Working with Planning
• Opening a Model in Working with Strategic Modeling in Smart View

Collaborating with IPM Insights Using Tags

You can now collaborate with your colleagues more effectively and leverage the power of automated analysis with IPM Insights using tags.

• Use # to tag insights with a custom label. For example, you can tag a set of insights for team review by adding #TeamReview.
• Use @ to tag a user or group.

Then, filter your Insights dashboard to see tagged insights.

You add tags in the Comments box for an insight.

To add tags to an insight:

1. From the Home page, click IPM and then click Insights.

2. From the Actions menu for an insight, click Add Comment. Alternatively, from the Actions menu for an insight, click View Details and then from the Insights Details page, click the Comments icon. You can also click the link in the Details column on the Insights dashboard and then from the Insights Details page, click the Comments icon.

3. In the Comments box, add a tag # followed by your custom label. Or, to tag a user or group, add a tag @ followed by a user or group name.

Entering Tags in the Comments Box from the Insights Dashboard

Entering Tags in the Comments Box from the Insights Details Page

Notes about tags:

• To review insights tagged with your user name or group name, in the Insights dashboard, click My Insights in the Filter area.
• The most frequently-used tag is highlighted with a chip in the Filter area. Select it to see all insights associated with that tag.
• To search for tagged insights, enter # or @ followed by the tag text in the Search box.

For example, the Insights dashboard is filtered to show My Insights and insights tagged with #ActionItem:

Insights Dashboard Filtered for Tags

Administrators can manage tags, for example, delete tags that are no longer used or add new tags.

To manage tags:

1. From the Home page, click IPM and then click Tags.
2. To add a new tag, click Add Tag and then enter a tag name.
3. To delete a tag, click the Actions menu next to a tag and then click Delete.

Business Benefit: Users can collaborate more effectively using tags.

Tips And Considerations

• Tags are case sensitive.
• Tags can appear anywhere in the Comments text.
• You can include any number of tags in the Comments.

Key Resources

• Working with Planning
  • Collaborating with Insights Using Tags

• Administering Planning
  • Managing Tags

Profitability and Cost Management

New Parameter in the "Update Dimensions as a Job" REST API and the EPM Automate loadDimData Command

A new parameter is available in the "Update Dimensions as a Job" REST API and in the EPM Automate loadDimData command. The optional acceptableDecreasePercentage specifies the percentage difference in member count that is allowed for the operation.

Business Benefit: This parameter provides a mechanism to safeguard against data loss that can happen during a subsequent cube deployment if one or more dimensions did not get fully updated due to missing data in the input file.

Key Resources

• Update Dimensions as a Job in REST API for Oracle Enterprise Performance Management Cloud
• loadDimData in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Enterprise Profitability and Cost Management

New Calculation Segmentation Option in Custom Calculation Rules

You can now apply calculation segmentation to custom calculation rules. If the Calculation Segmentation option is selected when defining a custom calculation rule target, rules are segmented into smaller rules to execute separately.

NOTE: You should use calculation segmentation only when your target range is extremely large and sparsely populated. As a best practice, you should call support before proceeding with this option.

Business Benefit: Calculation segmentation enables the calculation to process rules with a very large data range, which would otherwise be too large for Essbase to process.

Key Resources

• Defining a Custom Calculation Rule Target in Administering and Working with Enterprise Profitability and Cost Management

Additional Calculation Details and Model Snapshot Documentation Report Available on the Calculation Control Page

The Properties pane on the Calculation Control page now shows whether all rules were included when a model was calculated. In addition, you can now generate a Model Snapshot Documentation report from the Actions menu on this page.

Business Benefit: Having the additional calculation information and quick access to the Model Documentation report on the Calculation Control page eliminates the need to go to the Calculation Analysis page to get this information.

Key Resources

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

Migration Backup Enhanced to Export Failed Calculation Runs From the Last Seven Days

When Migration Export runs in full backup mode, in addition to exporting the details of the latest calculation run for each POV, any failed calculation runs from the last seven days are now  exported as well. That is, any calculation runs from the last seven days that end in a status other than "Completed" or "Completed With Warnings" will be included in the export.

Business Benefit: Details of recent failed calculation runs are useful for Oracle Support when analyzing customer issues with calculation runs. Keeping them in the export also gives customers better context when their snapshots are restored.

Key Resources

• Calculating Models in Administering and Working with Enterprise Profitability and Cost Management

Tax Reporting

Automatic Selection of National Jurisdiction for Entity During Data Import

You can now specify the TRCS_Domicile_Input Jurisdiction member when importing data via data import, Data Exchange, or Supplemental Data Management in Tax Reporting. Using  TRCS_Domicile_Input allows you to import data without specifying the correct national Jurisdiction (domicile) for each entity.  Post data import, the system automatically identifies the national Jurisdiction (level 0 descendant of All National) for each Entity based on the Entity's Domicile attribute configuration. The system then routes the data to the appropriate national Jurisdiction.

Business Benefit: With this new capability, you do not need to specify Entities' respective national jurisdictions when importing data, hence reducing time, effort, and potential errors caused by incorrect mappings and resulting in data getting trapped in the wrong Jurisdiction.

Key Resources

Administering Tax Reporting

• Automatic Mapping of Jurisdiction with Entity
• Importing Data Using Data Management
• Form Template Sections: Mapping Tab

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
• Enterprise Data Management
• Financial Consolidation and Close
• Narrative Reporting
• Profitability and Cost Management
• Enterprise Profitability and Cost Management

EPM CLOUD PLATFORM

Install the Newest Version of EPM Automate

Oracle strongly recommends that you install and use the latest version of EPM Automate. The best practice is to update EPM Automate every month so that you get to take advantage of the latest new features, bug fixes, and stability, security, and reliability improvements.

• Installing EPM Automate
• Upgrading EPM Automate

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

Upgrade to the Redwood Experience and the Removal of Non-Redwood Themes

In the July update (24.07) of EPM Cloud, Oracle will automatically update all EPM Cloud environments that use a non-Redwood theme to the Redwood Experience. As a result, themes outside of the Redwood Experience will no longer be supported.

Customers who are currently using non-Redwood themes are encouraged to switch to the Redwood Experience as soon as possible to take advantage of its numerous features, including compact navigation and theme background choices with support for custom logos and background. Oracle recommends that you use a maximum Windows display scale setting of 125% when using the Redwood Experience.

For more information on the Redwood Experience, see these information sources in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators:

• About Redwood Experience
• Configuring EPM Cloud Appearance

NOTE: Starting with this update (24.06), non-Redwood themes will no longer be supported for Enterprise Data Management.

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

Allow access to static.oracle.com

Customers are reminded 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.

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

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

Fixed Issues in Forms 2.0 and Dashboard 2.0

Many of the gaps and issues that customers have raised for Forms 2.0 and Dashboard 2.0 through Cloud Customer Connect forums have been addressed. We encourage you to use Forms 2.0 and Dashboard 2.0 to ensure that your use cases are being met.

The issues that were addressed 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.

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

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

In the May (24.05) update, Oracle upgraded all Profitability and Cost Management environments on a non-hybrid Essbase version to a hybrid Essbase version. In the June (24.06) update, Oracle is planning to upgrade all Narrative Reporting environments on a non-hybrid Essbase version to a hybrid Essbase version. Oracle plans to upgrade all other environments on a non-hybrid Essbase version to a hybrid Essbase version in future updates, starting with the July (24.07) update. If your environments are selected for Essbase upgrade in the July (24.07) update, you will get a notification by mid-June 2024.

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 as soon as possible to avoid any issues after your environment is upgraded to the 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, Tax Reporting

For more information about this option:

• In Administering Financial Consolidation and Close, see Validating the Essbase Outline.
• In Administering FreeForm, see Validating the Essbase Outline.
• In Administering Planning, see Validating the Essbase Outline.
• In Administering Tax Reporting, see Validating the Essbase Outline.
• in Getting Started with Oracle Enterprise Performance Management Cloud for Administrator, see About Essbase in EPM Cloud

Plan to Remove Users Administration and Groups Administration from Audit Reports

Currently, you can get information on Users Administration and Groups Administration from the Audits Reports available in the Identity Console. You can also get this information using EPM Automate and EPM Cloud REST APIs. In an upcoming monthly release, information on Users Administration and Groups Administration will no longer be included in audit reports.

In the Enable Audit dialog box, the Users Administration and Groups Administration options will remain available for some time to allow customers who already have these records to view any existing user and group provisioning records. However, after this change, no new records will be displayed in the Audits Report.

• Enterprise Profitability and Cost Management: Auditing Overview in Administering and Working with Enterprise Profitability and Cost Management

• Financial Consolidation and Close: Auditing Information Overview in Administering Financial Consolidation and Close

• FreeForm: Auditing Overview in Administering FreeForm

• Planning: Auditing Overview in Administering Planning

• Tax Reporting: Auditing Information Overview in Administering Tax Reporting

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

• REST API for Oracle Enterprise Performance Management Cloud:
  • Role Assignment Report
  • Role Assignment Audit Report for OCI Gen 2
  • Group Assignment Audit Report

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

Additional Execution Sequencing Routines for Task Manager Jobs

In a future update, Task Manager Jobs will include additional execution sequencing routines to ensure application and data integrity. When potential conflicting jobs are executed simultaneously, the service will sequence the jobs to ensure application integrity. While the individual job’s execution times will not be impacted, the job’s start time may be delayed due to the optimization sequencing.

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

Change in the Default Format When Exporting to Microsoft Excel

In a future update, the default format for exporting 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, Tax Reporting

Plan to Discontinue Support for Infolets

Oracle plans to stop supporting the creation of infolets later this year. 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.

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

Calculation Manager Errors and Considerations Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Considerations diagnostic tool for any rule being launched, validated, or deployed. This enhancement is scheduled to coincide with the enhancement to the Rules listing page. Administrators will see the Rule Status indicating if there are Errors and/or Considerations in the listing page in addition to the Errors & Considerations tab in Calculation Manager.

Rules will continue to deploy and execute even with Errors or Considerations. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior. However, Oracle Support will require all Errors to be cleared before reviewing any issues submitted for such rules. Any remaining Considerations will require justification for why they are not cleared before Oracle Support will review any such rules.

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

Oracle Financial Reporting Statement of Direction

Please refer to the announcement on Cloud Customer Connect in the EPM Cloud Platform category: Announcing Updated Guidance on Cloud EPM Financial Reports Deprecation

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 CY25.

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 Matched By Attribute Value for Auto Matched Transactions

Currently when transactions Auto Match, the value inserted into the "Matched By" attribute is defaulted to "TM_SYSTEM"; however, in a future update the attribute will instead display the user name of the user who runs the Auto Match. Due to this change, customers will need to use other attributes of "Rule Type" and "Rule Name" to determine if a transaction was Auto Matched or Manually Matched. There will also be 3 new attributes added for Last Updated By, Last Update On, and Last Action to further assist.

Changes to Profile Segments

Starting in a future update, you will only be able to modify profile segments using the Profile Segments tab. To access this tab: 1. From the Home page, select Application, and then Configuration. 2. Click System Attributes, and then the Profile Segments tab. Profile segments are visible, but read-only in Attributes. To access attributes, select Application, then Configuration, and then Attributes. This includes loading of List attribute values.

1:1 Currency Rates Are No Longer Required

Updates have been made throughout the application to automatically convert between currencies at a 1:1 rate when the currency codes are the same. For example, when the amount in the Entered bucket is USD and needs to be converted to USD in the Functional bucket, a 1:1 rate is automatically assumed, and therefore does not need to be loaded into currency rates. This simplifies configuration for customers with either single or multi-currency requirements.

Change in the Default 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.

ENTERPRISE DATA MANAGEMENT

Checklists in Announcements No Longer Supported

Starting with the June (24.06) update, checklists in announcements are no longer supported. Announcements that already contain checklists will continued to be displayed, but you will no longer be able to add new checklists to announcements.

Removal of Non-Redwood Themes and Upgrade to a Redwood Theme

Starting with the June (24.06) update, themes outside of the Redwood experience are no longer supported in Enterprise Data Management and have been removed from the Appearance page. Environments that are configured to use a non-Redwood theme will be automatically upgraded to a Redwood theme. The following table identifies the upgrade path for each non-Redwood theme:

FINANCIAL CONSOLIDATION AND CLOSE

Enterprise Journals Preparer Column

Starting in this (24.06) update, the Enterprise Journal Preparer column will be populated with the Preparer name only for Ad-hoc journals and, once claimed, for recurring journals as well. Journals created prior to this update will remain with the current values they have.

Intercompany Matching Report Entity Name Format

If you specify any Consolidation member within the FCCS_Entity Total hierarchy, the report displays the Entity Name only, without the Parent member reference, because both primary entity and shared entity instances are the same.

If you specify a node-level Consolidation member (any member above FCCS_Entity Total), the report displays the member name in the Entity column using the [Parent].[Child] format, because the node-level data could be different for each Parent.Child pair.

Enterprise Journal Dimension Persistence

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

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:

• YTDFXRevised

When enabled, the Year-to-Date FX calculation logic on historical accounts is changed in the consolidation script for Movements. If the account is Historical, then no adjustment is made for the prior period FX on Opening Balance and FX on Movements for all individual accounts, OBFXCTA, OBFXCICTA, and R/E Prior. YTDFX will be enabled for the first year, so in the first year (except for the first period), the system will use YTD FX calculations.

Starting in the July (24.07) 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

Bursting Definition Backward Compatibility in 24.06

Due to the bursting enhancements that are implemented in this update (24.06), bursting definitions created in this update are not backward compatible with prior updates. You cannot export and migrate a bursting definition created in 24.06 to a prior update, as this is not supported.

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)

ENTERPRISE PROFITABILITY AND COST MANAGEMENT

Preferences Related to Calculation Performance

There are three calculation performance related preferences in Enterprise Profitability and Cost Management that can be used to alter calculation performance characteristics and behavior in certain special cases. Each preference can be set or changed by creating a substitution variable. When creating the substitution variable, be sure to create it for “All Cubes”.

NOTE: The default values shown in the table do not require the creation of a substitution variable.