Oracle Enterprise Performance Management Cloud
What's New
  1. October 2019 Update
  1. Revision History
  2. Enterprise Performance Management Cloud, October Update
        1. Monthly Update Schedule
        2. Please Join Oracle Cloud Customer Connect
        3. Give Us Documentation Feedback
        4. Follow Us on Social Media
        5. Defects Fixed
    1. EPM Cloud Common
        1. Warning for Snapshot Imports
        2. New EPM Integration Agent in Data Integration
        3. New Features in Smart View for Office (Mac and Browser)
        4. New Adapter for Loading Data from the Oracle ERP Cloud
        5. New Documentation: Troubleshooting Reports and Change Management Process
        6. Enhancement Request Process Moves to Idea Labs
        7. Updated Interface for EPM Cloud Help Centers and User Assistance
      1. Upcoming Changes
        1. Removal of Instance Name from Predefined Role Names
        2. Planner Role to be Renamed as User
        3. EPM Cloud's New Look and Feel
        4. Removal of Group Export and Import Options from Access Control
        5. Predefined Role Names as EPM Cloud Key Words
      2. Considerations
        1. Data Spreading Check Box Not Visible in Chrome
    2. Account Reconciliation
        1. Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call
        2. Audit Report Displays Account ID and Period Information
      1. Upcoming Changes
        1. Removal of .XLS Format As Report Export Option
    3. Enterprise Data Management
        1. Financial Consolidation and Close Application Type
        2. Expressions for Custom Business Logic
        3. Derived Properties
        4. Property Transformations in Node Type Converters
        5. Lookup Sets
        6. Application Overrides for Property Parameters
        7. Compare Selected Nodes in Viewpoints
        8. Audit Transaction History
        9. Auditor Role
        10. Improved Node Search Performance
        11. Retain Relationship Properties During Import
      1. Upcoming Changes
        1. All Business Processes to Support an Identical Set of Predefined Roles
      2. Considerations
        1. Default Values for Node, Date, and Timestamp Display with Red Border
        2. Email Notifications in English
        3. User with No Email Address
        4. Reverting Property Parameters
        5. Lookup Sets
    4. Financial Consolidation and Close
        1. New Videos and Tutorials
        2. Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call
        3. Supplemental Data Ad-Hoc Forms
        4. Creating Supplemental Data Form Attributes
        5. Task Manager Audit Enhancements
        6. Delegate Action in Approvals
        7. Enhancement for Unlocking Entities in Approvals
        8. Configurable Equity Pickup Movement Members
        9. Input Currency Journals
      1. Upcoming Changes
        1. Classic Dimension Editor
      2. Considerations
        1. Calculation Status
        2. Copying Data
        3. Editing Data in a Data Collection Period
        4. Adding Shared Members in Smart View
        5. Self-Service Upgrade
        6. Horizontal Scroll on a Non-Tabular Form
        7. Unable to Refresh the Cube
        8. Viewing Members on Seeded Forms
        9. Viewing the FCCS_VIEW_SYSTEM_MEMBERS
        10. Translation Override Rule Redirection
        11. Simplified Dimension Editor and Metadata Validation
        12. Entity Member Names/Aliases with ICP Property
        13. Working with Metadata
        14. Ownership Management Enablement
        15. Smart View Summary Dialog Display
        16. Extended Dimensionality Performance Consideration
        17. Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent
    5. Narrative Reporting
        1. New Videos and Tutorials
        2. Ability to Replicate Access and Provisioning
        3. Narrative Reporting 19.10 Extension for Disclosure Management
        4. Anchoring Support for European Single Electronic Format (ESEF) Jurisdiction
        5. Support Multiple Label Languages in Taxonomy Designer
        6. Add Multiple Sections to an Existing Document in Taxonomy Designer
        7. Recent Updates to the Disclosure Management
        8. Narrative Reporting 19.10 Extension for Smart View
      1. Upcoming Changes
        1. All Business Processes to Support an Identical Set of Predefined Roles
      2. Considerations
        1. Access Control
        2. Management Reporting
        3. Books
        4. Report Packages
        5. Disclosure Management
        6. Smart View
        7. Only for Smart View for Office with Microsoft Office 365 ProPlus
    6. Planning
        1. Create Free Form Planning Business Process Using Essbase 11.1.2.4 Application Snapshot
        2. Set When Business Rules Run in the Background
        3. Added Support for Excluding Members in Data Map and Smart Push Processes
        4. Ability to Exclude Members in Strategic Modeling Data Maps
        5. Export and Import Level Zero Data for BSO Cubes
        6. Updates to Working with Jobs Using REST APIs
      1. Upcoming Changes
        1. Query Governor on BSO and ASO Cubes
        2. Classic Dimension Editor
        3. Start Date Member in Workforce
    7. Profitability and Cost Management
        1. Updated exportQueryResults EPM Automate command and REST API
      1. Upcoming Changes
        1. Change to Calculation Rules Screen in Application Cluster
    8. Tax Reporting
        1. Parent Tax Calculations for National and Regional Applications
        2. Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call
        3. Supplemental Data Ad-Hoc Forms
        4. Creating Supplemental Data Form Attributes
        5. Task Manager Audit Enhancements
        6. Delegate Action in Approvals
        7. Enhancement for Unlocking Entities in Approvals
      1. Upcoming Changes
        1. Removal of Tax Reporting Sample Application for Legacy Licenses
        2. Future New Connection Type and Advanced Options for External Connections for Tax Reporting
        3. Classic Dimension Editor

October 2019 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
04 OCT 2019 New Adapter for Loading Data from the Oracle ERP Cloud Updated document. Revised feature information.
26 SEP 2019   Created initial document.

Enterprise Performance Management Cloud, October Update

This document outlines the upcoming Enterprise Performance Management Cloud update.

Monthly Update Schedule

Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, October 4, 2019. 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.

NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.

Please Join Oracle Cloud Customer Connect

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

https://cloud.oracle.com/community

NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Follow Us on Social Media

For the latest updates and information about EPM Cloud, follow us on YouTube, Twitter, Facebook, and LinkedIn at Hyperion EPM Info.

Defects Fixed

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

EPM Cloud Common

This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office.

Warning for Snapshot Imports

Starting this release, the import process in Migration displays a warning message if the snapshot being imported is not from current release or from release one month prior or from next month release. You can upgrade snapshots from other month releases for business processes other than Account Reconciliation and Enterprise Data Management to make them compatible with the current version of the environment. See Recreating an Old EPM Cloud Environment for Audits” in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

NOTE: EPM Cloud business processes other than Account Reconciliation supports snapshot compatibility for one monthly cycle only; you can migrate maintenance snapshots from the test environment to the production environment and vice versa. Account Reconciliation snapshots are not backward compatible.

New EPM Integration Agent in Data Integration

The EPM Integration Agent, which  provides connectivity between the EPM Cloud and on-premises sources including SQL data sources like Oracle and Microsoft SQL Server, E-Business Suite GL, and PeopleSoft GL, is now available:

In addition to easy access and setup for these sources, the agent may also be extended using scripting to connect to virtually any data source including 3rd party REST API based systems, or systems that can be accessed using a Jython or Groovy script. The agent, implemented as a data source for Data Management and Data Integration, responds and provides the specified information when a user executes data load rules.  Agent based integrations may be scheduled like any other data rule which provides users the flexibility to define integrations to any source in an automated fashion.

Key Resources

  • EPM Integration Agent in the Administering Data Integration for Oracle Enterprise Performance Management Cloud guide.

New Features in Smart View for Office (Mac and Browser)

A new version of Oracle Smart View for Office (Mac and Browser) is available. This version includes the ability to spread data for time periods.

NOTE: Smart View for Office (Mac and Browser) is used by Planning, Financial Consolidation and Close, and Tax Reporting business processes only.

By default, forms are enabled for spreading data in Planning. However, in Smart View (Mac and Browser), you must also enable spreading after opening a form or ad hoc grid.

To spread data for time periods:

  1. Open a form or ad hoc grid. 
  2. In the Smart View ribbon, select Options.
  3. In the Options panel, select the Data tab, and then select the Spreading Enabled check box. Close the panel. Note that you must complete this step to select the Spreading Enabled check box for each form or grid you launch.
  4. In the open form or ad hoc grid, select a data cell and enter a new value.
  5. To save the data, click Submit.

Steps to Enable

A Service Administrator or Power User must ensure that the form is enabled for spreading.

See these topics in Administering Planning:

Key Resources

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

Role Information

Service Administrator or Planning Power User

New Adapter for Loading Data from the Oracle ERP Cloud

You can now extract non-General ledger data from Oracle Financials ERP cloud sources and load it to the EPM Cloud using Data Integration and Data Management. A new generic Oracle cloud ERP adapter is available in this release that lets you use data extracts from the cloud ERP as a data source for any of the EPM cloud business processes. Users can define a BI Publisher data extract that is referenced by data management to pull data directly from sources like payables, receivables, fixed assets, and supply chain.

NOTE: This feature does not apply to Enterprise Data Management Cloud and Narrative Reporting.

Key Resources

New Documentation: Troubleshooting Reports and Change Management Process

A new appendix EPM Cloud Change Management Process has been added to Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Additionally, the following troubleshooting sections are also available:

Enhancement Request Process Moves to Idea Labs

Effective October 1, 2019, Oracle EPM Cloud has moved the Enhancement Request (ER) processes out of My Oracle Support into the Idea Labs within Cloud Customer Connect. This move is part of our ongoing initiative to continuously improve the customer experience and transparency of the enhancement request process and delivery. Idea Labs are feedback forums where Oracle Applications customers can submit ideas, collaborate on solution approaches, vote for their favorite ideas, and see which are being implemented by Oracle.

If a service request (SR) is determined to be a product enhancement, customers can decide if they would like to log this as an Idea in the appropriate Idea Lab (or vote on one that is already established in the Lab). Enhancement requests will no longer be created in My Oracle Support. Having ideas within the Idea Labs allows customers to have further conversations with other Oracle EPM Cloud Customers, Partners, and Product Development. This will deliver more transparency on enhancement suggestions by allowing customers to socialize their ideas and the ability to vote on others. Customers will be able to see the periodic updates on the most voted ideas from the EPM Cloud Development team.

You can also review the EPM FAQ Document regarding this change.

A Customer Connect session was held on September 25, 2019. The Replay of the Customer Connect session is available if you were unable to attend the live broadcast.

Updated Interface for EPM Cloud Help Centers and User Assistance

You now have access to an updated interface for EPM Cloud help centers and user assistance. All of the same functionality is still available. Only the interface has changed.

Upcoming Changes

Removal of Instance Name from Predefined Role Names

Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User, and Planning1 Viewer, the new role names will be Service Administrator, Power User, User, and Viewer.

NOTE: This change does not affect how the role names are displayed in the MyServices customer portal.

This change will not have any impact on customers who currently use predefined roles for managing application-level provisioning and access to artifacts. Oracle will ensure that all application role assignments and artifact security assignments are automatically updated after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

Planner Role to be Renamed as User

In an upcoming release, Oracle will rename the Planner EPM Cloud predefined role as User. This change will have no functional effect.

Subscriptions that were provisioned prior to the May 2016 update used the Planner role, which has been maintained in subsequent updates to provide continuity. In subscriptions that were activated after May 2016, the Planner role was already replaced by the User role.

NOTE: This change will affect Planning, Financial Consolidation and Close, and Tax Reporting only.

EPM Cloud's New Look and Feel

In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.

New Interface of Planning

The following EPM Cloud business processes will adopt this new theme as their default interface:

  • Planning
  • Financial Consolidation and Close
  • Tax Reporting
  • Profitability and Cost Management
  • Account Reconciliation
  • Strategic Workforce Planning
  • Sales Planning

The revised interface retains existing functionality and enhances your experience with a more modern look and feel and responsive design. The Welcome Panel and the Global Header readjust after resizing, which means less scrolling. An updated Welcome Panel features Announcements and Notifications. Arrows are available on the Home Page to help you navigate easily between the Springboard and infolet dashboard pages. A bigger Navigator Menu has improved usability, more themes for customization are included, and a bigger work area has more space to maneuver and provide better visibility. The interface is also more consistent with other Oracle products, such as Fusion Applications.

After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools, and then Appearance.

Removal of Group Export and Import Options from Access Control

In the November 2019 update, Oracle will remove the ability to export and import groups from Access Control. As a result of this change, the Export and Import buttons available in the Manage Groups screen will be removed.

This change is being made because the ability to import and export groups is avalable through Migration and EPM Automate. After this change is made, you will exclusively use Migration for interactive export and import of groups and EPM Automate for automated import and export of groups.

NOTE: Account Reconciliation does not use groups; it uses Teams instead.

If you have any concerns about this change, please contact Oracle Support by raising a service request, which explains your concerns.

Predefined Role Names as EPM Cloud Key Words

Starting with an update in the near future, Oracle plans to treat the following predefined role names as EPM Cloud key words, which should not be used in the name of any custom artifacts that you create; for example, as a group name in Access Control.

  • Service Administrator
  • Power User
  • User
  • Viewer
  • Planner
  • System Administrator
  • Application Administrator
  • Library Administrator
  • Reports Administrator

If you have any groups or artifacts named using these keywords, Oracle requests that you rename or delete them; else Oracle will rename them to ensure that there is no impact because of this change. For example, a group named Power User will be renamed as Power User1 without affecting the current role assignments. If you do not want Oracle to automatically rename such groups, you must rename them.

This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

Key Resources

  • Modifying Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud

Considerations

Data Spreading Check Box Not Visible in Chrome

Chrome does not display some Smart View panels correctly when first launched. In these cases, the bottom portion of the panel is not visible and users are unable to see all interface elements in the panel. Some examples are when launching Business Rules, the Plan Type and Apply buttons are not visible at the bottom of the panel. When launching the Options panel, Data tab, the Spreading Enabled check box is not visible. (Bug 30226268)

Workaround: Toggle the Maximize/Restore Down button in top right corner of the Chrome browser. This is the middle button, between the Minimize and Close buttons. You should then be able to see all interface elements in the panel. Once all elements are visible, you may again toggle to your preferred window size and the elements will remain visible.

Account Reconciliation

Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call

Users can now specify a name when using the generate report REST API call by using an additional input argument called generateReportFileName.

Key Resources

Audit Report Displays Account ID and Period Information

The Audit Report in Account Reconciliation now displays Account ID and Period information to better identify each object.

Key Resources

  • See Audit Report in Administering Oracle Account Reconciliation.

Upcoming Changes

Removal of .XLS Format As Report Export Option

Currently, the following report export options are available: csv, xls, xlsx, pdf and html.

In version 19.12, the option for xls will be removed. Customers who have built custom reports must ensure that their reports will export as desired to one of the remaining formats: csv, xlsx, pdf or html.

Enterprise Data Management

Financial Consolidation and Close Application Type

A Financial Consolidation and Close application type is available to manage dimensions and mappings for that Oracle EPM business process in Enterprise Data Management Cloud. 

The application type includes:

  • Registration of application settings and dimensions for an application
  • Financial Consolidation and Close properties and validations
  • Import dimensions from connections and files
  • Export dimensions to connections and files

Key Resources

Expressions for Custom Business Logic

Expressions are used to define custom business rules for nodes in particular applications. Expressions can be configured for derived properties and property transformations to calculate property values for nodes in viewpoints. Expressions are defined in a graphical manner using a palette and an editor. 

An expression is a collection of ordered statements which can be sequential or nested. Statements can be used to evaluate, compare, and manipulate data. Each statement has a type and consists of expression terms and fields. Terms include data objects and operators. Fields consist of attributes and methods for selected objects.

Following is the initial list of available expression terms and fields:

Statements

  • If
  • Else If
  • Else
  • Return
  • Comment

Objects

  • Node
  • LookupSet
  • String value
  • Integer value
  • Boolean value

Operators

  • AND
  • OR

Attributes

  • Name
  • Node Type
  • Dimension
  • Parent
  • Properties

Methods

  • Concat
  • Equals
  • Find
  • IndexOf
  • Length
  • Not
  • Replace
  • Substring

Key Resources

Derived Properties

You can use derived properties to calculate a default value for a node property using an expression. Expressions can be configured for properties at the application level. A derived property value can be read-only or overridden with a defined value if the property is configured as editable.

Derived properties are dynamically calculated during the following operations:

  • Browsing properties of nodes in a viewpoint
  • Comparing properties of nodes in a viewpoint
  • Validating properties of nodes in a viewpoint
  • Importing properties of nodes in a bound viewpoint
  • Exporting properties of nodes in a bound viewpoint
  • Downloading properties of nodes in a viewpoint

Derived expressions can initially be used with properties of the String data type.

Key Resources

  • Derived Properties in Administering and Working with Oracle Enterprise Data Management Cloud

Property Transformations in Node Type Converters

Property transformations calculate a defined value for a target property in a node type converter when sharing, mapping, or synchronizing data across applications. Transformations are configured for node type converter properties using expressions.

Property transformations are calculated during the following operations:

  • Add or insert nodes across viewpoints
  • Create request items from compare differences
  • Generate subscription requests

Property transformations are initially limited to properties of the String data type.

Key Resources

Lookup Sets

You can use Lookup Sets to associate values of one property with the values of another property. Lookup and result values are defined for each application. Lookup Sets can be used in derived properties or property transformations. A lookupSet object and its Find method are used in an expression to perform a lookup operation on an input value and return a result value.

Key Resources

Application Overrides for Property Parameters

From the Property Inspector, you can configure common and data type parameters for properties. Application owners can use custom settings for their applications instead of using the base parameters for the properties set up during initial application registration.

The following property parameters can be overridden at the application level:

  • Editable
  • Inheritance
  • Case
  • Invalid Characters
  • Max and Min Length
  • Boolean Display Type
  • Decimal Places

Key Resources

Compare Selected Nodes in Viewpoints

When comparing hierarchy viewpoints, the compare can be filtered to a selected node in each viewpoint.

Run the compare using these additional options:

  • Selected Node and Descendants
  • Bottom Nodes for Selected Node

Request items created from compare differences can also be filtered to selected nodes.

Key Resources

Audit Transaction History

You can audit changes made to nodes, properties, and relationships in Enterprise Data Management. Transaction history is recorded when requests are committed. You can view, filter, and download transactions to a file. Users with Data Manager permission or greater can audit transaction history for their applications. A new Auditor role can be provisioned to users who need to perform auditing duties but do not have access to application data.

Key Resources

Auditor Role

In Access Control, a new application role, Auditor, is available for users in Oracle Enterprise Data Management. User’s assigned to this role can view audit-related information such as transaction history and requests for changes to data; however, they cannot make changes to data.

Improved Node Search Performance

The node search in a viewpoint has been optimized and offers faster response times and improved scalability for large data sets. The node search now performs a Keyword search instead of the Contains search which was previously available. Partial matches are returned only when a value in the node Name or Description begins with the search text.

Retain Relationship Properties During Import

During dimension import into a bound hierarchy viewpoint, existing property values are retained for hierarchy relationships which are in the import file. This enables property values, which may have been defined for these relationships directly in Enterprise Data Management and do not exist in the import file, to remain in the application.

NOTE: This behavior is only available when the Reset Dimension option is deselected.

Key Resources

Upcoming Changes

All Business Processes to Support an Identical Set of Predefined Roles

In an upcoming release, Oracle plans to implement a common set of predefined roles for Enterprise Data Management and Narrative Reporting. Other EPM Cloud business processes already use the following predefined roles, which will become the standard set of predefined roles as a result of this change. This update will allow Oracle to address customer issues related to migrating services from current environments to EPM Standard Cloud Service and EPM Enterprise Cloud Service environments.

  • Service Administrator
  • Power User
  • User
  • Viewer

This change is automatic; you do not need to update current role assignments. If you have any concerns about this proposed change, please contact Oracle Support by submitting a service request which explains your concerns.

Enterprise Data Management Cloud will support two additional predefined roles, Power User and Viewer.

CAUTION: Do not assign the Power User and Viewer roles to Enterprise Data Management users because these roles do not assign any privileges to users.

Considerations

Default Values for Node, Date, and Timestamp Display with Red Border

Valid default values for node, date, and timestamp properties may display a red border in the property pane indicating that the values are invalid. When this occurs you can still submit the request successfully.

Email Notifications in English

Subscription and workflow email notifications are displayed in English only.

User with No Email Address

If an approval policy is set up for a user who does not have an email address specified, when that user is invited to approve a request, the email is not sent to that user or to the user who submitted the request. Use Access Control to assign email addresses to users.

Reverting Property Parameters

After reverting overridden property parameters back to base parameter, the icon next to the parameter indicates that the property is still overridden or overridden values are reverted to blank instead of base values. When this happens, there is no way to change the values back to base values.

Lookup Sets

Lookup sets cannot be archived

Financial Consolidation and Close

New Videos and Tutorials

Watch videos and learn about service capabilities, benefits and how to use key features:

This video walks you through the whys and wherefores of the consolidation process in EPM Cloud Financial Consolidation and Close.

Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call

Users can now specify a name when using the generate report REST API call by using an additional input argument called generateReportFileName.

Key Resources

Supplemental Data Ad-Hoc Forms

Users who have been assigned the proper security rights can now create Supplemental Data Forms, in addition to Administrators. When creating Supplemental Form templates, Administrators can specify whether Users can create Ad-Hoc forms, and select the users who can create them.

Key Resources

Creating Supplemental Data Form Attributes

Administrators can now create attributes for Supplemental Data Forms directly in the form templates, without needing to first create the attributes in Data Sets. The attributes will also be available in Data Sets.

Key Resources

Task Manager Audit Enhancements

In Task Manager Audit, two new columns are available to provide additional information about tasks. You can now select to view the audit details using Task ID, and Source (schedule or template).

Key Resources

Delegate Action in Approvals

In Approvals, a Delegate action has been added for the Consolidation Bottom-Up template.

The Delegate action passes ownership of an approval unit to a user whether or not they are on the promotional path. The delegated user can promote, reject, sign off or reject approval units. The Delegate action is also supported for Out of Office assignments.

Key Resources

Enhancement for Unlocking Entities in Approvals

In Approvals, the new owner for an Entity can be any owner in the previous promotional path, including the current owner, and they will be able to unlock the entity. If you select the Automatic option when unlocking an entity, the new owner will be the current owner of the Entity.

Key Resources

Configurable Equity Pickup Movement Members

For the Equity Pickup system rule, you can now select an alternative Movement member other than the default member. By default, the system rule uses the FCCS_Mvmts NetIncome member. An administrator can change the default entries to single level 0 members under FCCS_Mvmts Subtotal from the Movement dimension. In addition, the Movement dimension is removed from the scope of the Reverse Holding Company Data seeded rule-set. The rule-set will now be applied to any movements to which the system rule has written data.

Key Resources

Input Currency Journals

You can now create, approve, post, unpost and reject journals that use Input Currencies, in addition to journals that use Entity Currency. You must first create new Data Source members under FCCS_TotalInputAndAdjusted and assign the custom attribute values for Source Data Type and Source Currency Type for the Input Currencies. When you create a journal or journal template, the new Data Source members that you created will be available for selection.

Key Resources

Upcoming Changes

Classic Dimension Editor

With a view to allowing customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle has decided to defer the removal of support for Classic Dimension Editor to a future update in 2019. Oracle will notify you at least two months prior to the removal of the feature.

Considerations

Calculation Status

When you change Ownership Data that uses a Consolidation rule and then consolidate, the Calculation Status is not correct for the partner and entity.

Copying Data

When copying an entity with a Calculation Status of No Data, the target should also have a Calculation Status of No Data. The Copy Data process is incorrectly setting the Calculation Status to Impacted.

Editing Data in a Data Collection Period

In a Data Collection Period in Supplemental Data, editing Start, End, and Close Dates may result in an error that the date is outside the valid range.

Adding Shared Members in Smart View

When using Smart View, after adding a Shared Member, Refresh and Submit may not work correctly.

Self-Service Upgrade

It is strongly recommended that you do not use the Upgrade Application Content settings in this update.

Although a new Upgrade screen is available in Daily Maintenance, this feature is not fully functional.

Horizontal Scroll on a Non-Tabular Form

In Supplemental Data forms, the horizontal scroll does not work on a non-tabular form, which is intended only for use on a single record. Do not use non-tabular layout if the form is meant for more than one record.

Unable to Refresh the Cube

A Cube refresh will not complete if a level 0 currency dimension member has the "Label only" data storage property, but this is not currently detected in the Dimension Editor or Metadata Validator.

Viewing Members on Seeded Forms

If you are using an Extended Dimensionality environment, on seeded forms, use the View members, such as Periodic, QTD and YTD, instead of using functions to ensure the _RULE members are not accidentally added to the forms.

Viewing the FCCS_VIEW_SYSTEM_MEMBERS

If you are using an Extended Dimensionality environment, users other than the Administrator can view the FCCS_VIEW_SYSTEM_MEMBERS and its hierarchy in the data form and Intercompany reports.

Translation Override Rule Redirection

When you create a Translation Override rule, redirection does not work properly when you use a shared Parent account for the Source. The workaround is to specify the primary Parent account.

Simplified Dimension Editor and Metadata Validation

Some of the Simplified Dimension Editor errors (cells outlined in red) are false-positive errors (that is, incorrectly reported as errors). Data Storage errors for the following members should be ignored:

  • Data Source --> All children of "FCCS_Source Entities" Entity --> "FCCS_Global Assumptions"

If you are using an Extended Dimensionality upgraded environment, the Simplified Dimension Editor does not show Dynamic Calc as an allowed value for Custom dimension parent member Data Storage. This issue does not occur in a newly-installed Extended Dimensionality environment. You can use the Classic Dimension Editor, Import Metadata, or Smart View to change the Data Storage value.

In addition, the Metadata Validator incorrectly shows validation errors for the following:

  • Shared level 0 Scenario dimension members
  • Parent members of the Scenario dimension

Entity Member Names/Aliases with ICP Property

When you create an Entity with the ICP property enabled, the maximum length of the member name is 76 characters instead of 80, to allow for the ICP prefix.

Working with Metadata

Be aware of the following considerations.

You should not make metadata changes that result in the following:

  • Changing a base member to which a journal has been posted into a parent member. If there are journals or Supplemental Data posted to those members, these changes can cause problems when accessing Journals or importing existing journals.
  • When you use ad hoc grids in Smart View with Financial Consolidation and Close Cloud, do not add a root Period member on the grid. Make sure the root Period member is removed by either clicking Remove Only or selecting periods that are in the application and selecting Keep Only.
  • If a Period member is left on the grid, then any changes to data that you make will fail to properly set the impact status of the Entities.

Ownership Management Enablement

Enabling the Ownership Management feature entails adding seeded accounts, which causes a restructuring of your application. Depending on the size of your application, the restructuring could take a considerable length of time. This can be expected to take as long as manually refreshing the database after adding accounts. If there are conflicts with aliases of existing members, an error is displayed that the system cannot enable the feature. Resolve the member alias conflict, refresh the database and then enable the feature.

When the Ownership Management feature is enabled, you will need to reconsolidate all existing data in your application in order to re-populate the Proportion member in the Consolidation dimension. If you enable the Ownership Management feature, you may not be able to open some existing Financial Reporting reports due to metadata changes for Ownership Management.

See Enabling Ownership Management in Applications section in Administering Oracle Financial Consolidation and Close Cloud

Smart View Summary Dialog Display

In Internet Explorer, you may experience issues using the Open Summary dialog in Smart View.

Workaround:

  • Use the keyboard arrow keys to make your selection, then close and reopen the dialog, or
  • Minimize and then reopen the dialog, or
  • Use a different browser

Extended Dimensionality Performance Consideration

For an Extended Dimensionality application with Ratios enabled, consolidation performance may be slower.  When you create an Extended Dimensionality application, you should not enable the “Include Ratio Calculations” feature.

Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent

In Ownership Management it is generally assumed that the Holding Company and the immediate parent (which represents the consolidated results of the Holding Company) have the same local currency. You may encounter an issue with the EPU calculations if the Holding Company does not have the same currency as its immediate parent.

Narrative Reporting

New Videos and Tutorials

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This overview describes how you can collaboratively create, manage, and publish integrated financial, regulatory, and management reports using Report Packages, Management Reporting, and Disclosure Management in EPM Cloud Narrative Reporting.

This overview shows you how EPM Cloud Narrative Reporting security ensures that each user has the appropriate access to data and capabilities.

Ability to Replicate Access and Provisioning

In prior releases, EPM Cloud Narrative Reporting used the Identity Domain name along with the unique username for assigning access to individuals. If an artifact or snapshot was moved between environments in different Identity Domains, the access assignments would not transfer. From the 19.10 update and onward, access assignments will be made based on username only, therefore allowing artifacts or snapshots to be successfully moved between environments that span multiple Identity Domains.

Narrative Reporting 19.10 Extension for Disclosure Management

The Narrative Reporting 19.10 Extension for Oracle Disclosure Management is now available. In this update, the Arelle software is automatically installed, as a part of Disclosure Management Client Installation.

Key Resources

Anchoring Support for European Single Electronic Format (ESEF) Jurisdiction

The Taxonomy Designer now supports multiple anchoring relationships between extension and base elements.

Key Resources

Support Multiple Label Languages in Taxonomy Designer

The Taxonomy Designer now supports multiple label languages for the ESEF Taxonomy.

Add Multiple Sections to an Existing Document in Taxonomy Designer

The Taxonomy Designer now supports the ability to create multiple document sections in a Template. Each document section is rendered as a tabbed sheet in the Template. You can also edit these sections in the Template.

Recent Updates to the Disclosure Management

Disclosure Management was updated to support amendments under FAST Act as per the latest version of EDGAR Filer Manual (EFM) version 51.

On the 20th March 2019, the U.S. Securities and Exchange Commission (SEC) adopted amendments to modernize and simplify specific disclosure requirements in Regulation S-K and the related rules and forms, as mandated by the "FAST Act". Changes include the need for the registrants to disclose as part of their cover page and tags additional mandatory information like the national exchange or principal U.S. market for their securities, the trading symbol, and the title for each class of securities in Inline XBRL for forms: 10-K, 10-Q, 8-K, 20-F, and 40-F.

Regarding the cover page tagging requirement, SEC updated EFM on the 10th June 2019 with information, that includes the mandatory cover page elements and the corresponding Inline XBRL transformation rules. With these changes, filers will be able to tag facts on the cover page that will improve readability and navigability of the documents submitted.

The facts include:

  • Name of the security Exchange,
  • State, and country of company incorporation,
  • Company business address,
  • Ballot boxes representing boolean true or false values.

Key Resources

Narrative Reporting 19.10 Extension for Smart View

The Narrative Reporting 19.10 Extension for Oracle Smart View for Office is now available. In this update, changes were made to how responsible actors are displayed in the doclet panel, along with other general improvements and bug fixes.

Doclet Panel Changes and New Tab in Properties Dialog

To improve performance of the doclet panel during the authoring phase, the Responsibility hierarchy is removed from the panel. Now, only the current responsible actor is shown. The responsibility hierarchy information is moved to the new "Actors" tab in the Properties dialog.

Access the Properties dialog by opening a doclet and clicking the Inspect icon in the Narrative Reporting ribbon, or by selecting the Properties link in the Action Panel section of the Report Center panel.

You can also view the Properties dialog of an unopened doclet. In the Report Center, click on a doclet icon to the left of a doclet name. Do not select the doclet name. Then click the Properties link in the Action Panel.

In the Properties dialog, select the Actors tab to view the Actors hierarchy with nodes for Responsibility, Authors, and Approvers.

To enable, download the latest Narrative Reporting extension for Smart View.

Key Resources

Upcoming Changes

All Business Processes to Support an Identical Set of Predefined Roles

In an upcoming release, Oracle plans to implement a common set of predefined roles for Enterprise Data Management and Narrative Reporting. Other EPM Cloud business processes already use the following predefined roles, which will become the standard set of predefined roles as a result of this change. This update will allow Oracle to address customer issues related to migrating services from current environments to EPM Standard Cloud Service and EPM Enterprise Cloud Service environments.

  • Service Administrator
  • Power User
  • User
  • Viewer

This change is automatic; you do not need to update current role assignments. If you have any concerns about this proposed change, please contact Oracle Support by submitting a service request, which explains your concerns.

Current non-conforming Narrative Reporting predefined roles will be deleted; users assigned to those roles will be remapped automatically as follows to the common set of predefined roles.

Remapping for Narrative Reporting Roles

 Current Non-Conforming Roles  Common Remapped Roles
System Administrator Service Administrator
Application Administrator Power User
Library Administrator Power User
Reports Administrator Power User

NOTE: User role assignments are not affected by this change. The Viewer role will not be assigned to users.

Considerations

Access Control

  • In Access Control, Service Administrator can manage group using “*” (asterisk) as the wildcard character to retrieve all available groups. For example, "John*" should be added to search user in the search field. However, in Oracle Enterprise Performance Reporting Cloud (EPRCS) search capability automatically display characters that are matching in the "contains” field. See Creating Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud.

  • In Access Control, Service Administrator can create and manage group, where as in Oracle Enterprise Performance Reporting Cloud, an Application Administrator can create and maintain all artifacts, such as applications, models, dimensions, and data grants. You may not able to view each individual Application-Level provisioning roles in Oracle Enterprise Performance Reporting Cloud. See Understanding Pre-Defined Roles in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

  • In Oracle Enterprise Performance Reporting Cloud, if a user has Reports Administrator rights then the user can view the folder and can perform import or export option on that folder, else the user will not have rights to view all the folders in the library. See Understanding Pre-Defined Roles in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Management Reporting

Be aware of the following consideration when working with Management Reporting.

  • When uploaded for use with Management Reporting, Microsoft Internet Explorer requires installable fonts. If custom fonts are not installable, then Internet Explorer will substitute a different font. Google Chrome and Mozilla Firefox do not require installable fonts.

Books

Be aware of the following considerations when working with Books.

  • If a Book was created in the 19.10 release and it contain a reference another Book, it cannot be exported and imported into a 19.09 environment.
  • When creating a Book and inserting another Book into it, if the Book is saved using the same name as the inserted Book, you may receive a service error when reopening the Book. The best practice is to save a Book with a different name than any Books that are inserted into it.

Report Packages

Be aware of the following considerations when working with Report Packages.

  • In Report Package, if you are adding a table of contents with a report package that uses multi-byte fonts, a service error may occur when executing a link within the table of contents if the associated fonts have not been uploaded to the service. As a workaround, uploading the required fonts to the service.

  • It’s recommended to limit the number of variables that are inserted into an individual doclet. The maximum limit to insert variables with in the doclet should be less than 250. If a doclet contains more than 250 variables, then you may encounter extended processing time while checking in doclet, and many times the doclet may fail to check-in.

  • With the latest Oracle Application Development Framework (ADF) software update, Time zone preference set to UTC - 08:00 by default. If a user tries to set the date selection in any of the Report Package's time line fields, the time zone code (GMT+/-00:00) is shown at the end of the input field. For example, if the user sets the due date for the start of the author phase to be January 1, 2019 at 9 AM in the Pacific US time zone, the date field is displayed as Jan 1, 2019 9:00:00 AM GMT-08:00.

  • In PDF-based Report Packages, Reviewers are unable to add comments to the report content sourced from Microsoft Excel doclets. Review commenting on the Excel doclet contents will be supported within a future release.

  • Publishing a report package to PDF that contains embedded charts that were created in Microsoft Word results in errors.

Workaround: Either convert the Word charts to images, or replace the Word charts with embedded content from a reference file or doclet.

  • Previewing a report that has a PowerPoint style sample with a custom slide that has numbering starting at zero will display an error.

Workaround: Download the PowerPoint style sample document and change the numbering on the Slide Master to start with one, instead of zero. Then, edit your report package properties and select the updated style sample document.

  • When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.  

  • When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

Workaround: To achieve the same visual layout, use Merge cells and Center align to align the text in the merge cell.

  • When you insert a reference variable value that references a document that was created using Word 2007, a line break is inserted in the text, creating an extra line.

Workaround: If you encounter this issue, delete the extra line.

  • If an Excel worksheet uses a double-line bottom border on the last row of a named range, an extra row appears in the embedded content within a consuming doclet.

Workaround: To work around this issue, try one of the following options:

  1. Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.

  2. Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.

  3. Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.
  • If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service. The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

Workaround: To work around this issue, create the slide by adding the content directly to the slide rather than use a layout with place holders.

  • If the user enters a simple URL format (for example, www.oracle.com) within the Rich Text Editor, a service error will be displayed when the link is executed.

Workaround: If a user enters a fully qualified URL format (for example, http://www.oracle.com) within the Rich Text Editor, the URL link will open within a new browser tab.

  • When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.    

  • When downloading files using Safari 9, any spaces in the filename will appear as special characters.    

  • When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.    

  • When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

Workaround: Click “Refresh Comments” or click the Content Selector refresh button to display the comment correctly.

  • When performing a "Refresh All" on a report package, there is a database transaction timeout limit of 10 minutes in the system. As a result, if Management Reporting doclet refreshes take more than 10 minutes to complete, the entire refresh operation is rolled back to its previous state.

Workaround: For a larger report package, it is recommended to perform manual refresh, and split the report package into multiple ones and refresh them separately. Later manually combine resulting PDF outputs into a single output.

Disclosure Management

Be aware of the following considerations when working with Disclosure Management.

  • Bidirectional language functionality is not supported in Disclosure Management for this release. 

  • When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.  

  • When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking

  • When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.

  • Ribbons are grayed out.

    Workaround: Reopen the same report. No need to restart the entire Microsoft Word instance. Only the report needs to be closed and reopened from the Private Connection. Once the report is reopened the ribbon is in an enabled state. At this time you can undo the checkout so the issue doesn’t occur again. The issue occurs due to the report being checked out earlier and never checked back in, or, the Undo Checkout was selected while the application was in an unstable state

  • Arelle from the client cannot connect to the internet.

Workaround: Run Arelle on a PC that has access to internet or open an SR and DEV (or support) will deliver the http cache and should be unzipped at:

<USER_HOME>\AppData\Local\Arelle\cache

  • Do not convert PDF formatted Disclosure Management reports to Word document.

Best Practice: Use original Word documents where available or re-create the content in a Word instance. Converting a PDF report to Word format is prohibited and will prevent the user from checking in the repository item when working in Disclosure Management.

  • The Auto Tag process can only detect one dimension now. The dimension name should be located on the horizontal or vertical column header.

  • You must ensure that the document is checked-in before clicking Auto Tag. If not, the current mappings in the Review Pane may disappear.

  • If you are restoring a database back up from 18.08 or 18.09, then the taxonomy registrations will not be restored. All the taxonomies need to be registered again. For open taxonomies that was edited using Taxonomy Designer template, you need to publish the taxonomy and register it again. For close taxonomies, you need to download the taxonomy from the issuing jurisdiction and register it again.

  • Auto-Tag process will only detect Level 4 tags in tables. It will not be able to detect tags in narratives.

  • Document Entity Information tags, Level 3 tags should be made first before attempting Auto-Tagging.

  • In Disclosure Management, you should remove spaces inside of the negative number before auto tagging. As a workaround, you must update individual doclet table cell from removing space. For example, you need to change table cell as follows:

    • From: "(74 )" – An extra space is displayed in the table cell.
    • To: "(74)" – Remove an extra space in the table cell.

Smart View

Be aware of the following considerations when working with Smart View.

  • In the Mozilla Firefox browser, if you are trying to download the Smart View extensions, this may result in a new tab opening with a large amount of code being displayed. This is due to a security policy within the Mozilla Firefox browser related to certain file extensions.

Workaround: Download the Smart View extensions using an alternate supported browser (Microsoft Internet Explorer or Google Chrome) or you can install the extension from Smart View directly.

Then, follow the install instructions in “Installing the Enterprise Performance Reporting Cloud Extension” of the Oracle Smart View for Office User's Guide.

  • In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.  

  • On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

Workaround: Go to the Control Panel, then Display, then click the link for “Set a custom scaling level” and ensure that the setting in the “Custom sizing options” dialog is 100%. If it is not, set it to 100%, and then log out of Windows and log back in.

  • A connection created in one language cannot be used if Smart View is changed to a different language.

Workaround: Create multiple private connections using the Add Connection Wizard. Before creating each connection, change the Smart View language display (in the Options dialog box, Advanced tab, Language drop-down list). Then, follow the instructions “Using the Private Connection Wizard” in the Oracle Smart View for Office User's Guide.

  • When downloading a new Smart View extension from Microsoft Internet Explorer, the filename extension defaults to .ZIP instead of .SVEXT. This prevents you from being able to double-click to install the extension.

Workaround: When Internet Explorer prompts you to save the file, choose “Save As”, change the Type to “All Files”, and then change the extension from .ZIP to .SVEXT. Then, double-click the downloaded file to install the extension.

  • When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.  

  • If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.  

  • When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

Workaround: Upload the doclet and then go to the web and add the embedded contents within the doclet inspect dialog.

  • User names or artifact names containing special characters, such as ampersands (&), may cause errors in the Smart View Narrative Reporting extension when displaying the Home panel or inspecting an artifact’s history.

Workaround: Remove special characters from user names and artifact names.

  • After opening a review instance, then switching back to the Report Center and selecting a doclet, in some cases, the Show / Hide Comments link is no longer visible, but the Comments panel is always displayed.

Be aware of the following consideration when working with Smart View for ad hoc analysis.

  • When users sign in to the service for the first time, they will be prompted to change the password. Oracle recommends that users sign in first to the web to change their password before connecting through Smart View.

Only for Smart View for Office with Microsoft Office 365 ProPlus

A known issue with Microsoft Office 365 ProPlus patch 16.0.10228.20051, updated through the insider slow channel, prevents users from accessing Oracle Smart View for Office with Office 365, resulting in the “Member not found” message being displayed. This Microsoft patch was pushed to users who signed up for monthly channel updates between June 12 and June 14, 2018.

Workaround: Update Office with Microsoft Office 365 Version 1806 (Build 10228.20080), which contains the fix for this issue.

Planning

Create Free Form Planning Business Process Using Essbase 11.1.2.4 Application Snapshot

Starting with this release, Oracle Enterprise Performance Management Enterprise Cloud Service allows you to import a Release 11.1.2.4 Essbase snapshot of a single cube Essbase application into EPM Cloud Enterprise Planning to create a Free Form Planning business process.

NOTE: Essbase snapshots used for creating Free Form business processes must not contain encrypted outlines.

The application creation process sets the database properties information available in the snapshot as database properties in Calculation Manager.

You may also create a Freeform business process using an Essbase outline file. Please note that encrypted outlines are not supported for creating Free Form business processes.

Key Resources

Set When Business Rules Run in the Background

A new application setting enables you to set how many seconds a business rule executes before it runs in the background. You can enter a value between 0 and 600 (10 minutes).

Key Resources

Added Support for Excluding Members in Data Map and Smart Push Processes

You can now exclude dimension members from a data map and Smart Push process. Excluding members while moving data is useful if you don't want to overwrite certain data at the target location or if you want to avoid getting warning messages if data at the target location is not present. For data maps, you can add exclusions on the Data Exchange card accessed from the Home page. For Smart Push, you can add exclusions for a form on the Smart Push tab of the Form and Ad Hoc Grid Management page accessed from the Navigator.

Key Resources

Ability to Exclude Members in Strategic Modeling Data Maps

When creating data maps in Strategic Modeling for pushing data between Strategic Modeling and Planning, you can exclude members from the data map. Excluding members while moving data is useful if you don't want to overwrite certain data at the target location or if you want to avoid getting warning messages if data at the target location is not present.

Key Resources

Export and Import Level Zero Data for BSO Cubes

Calculation Manager now provides options to export and import level zero data for Block Storage Cubes (BSO). These options are available in the Database Properties screen for BSO cubes in Calculation Manager.

Key Resources

Updates to Working with Jobs Using REST APIs

When working with jobs, you can now use sentence-style capitalization for job names, and you can use spaces between words instead of underscores. For example, you can type Import Data for the job name instead of IMPORT_DATA. No action is required if you are using the old job names; both old and new job names are supported. See Manage Jobs.

Key Resources

  • See Manage Jobs in REST API for Oracle Enterprise Performance Management Cloud

Role Information

Administrator, Developer

Upcoming Changes

Query Governor on BSO and ASO Cubes

In a future update, Oracle will add a query governor on Essbase block storage and aggregate storage cubes to guard against excessive server load created unintentionally by running ad hoc queries that take a very long time to complete. The new governor will limit all queries to a maximum of 30 minutes execution time. This governor affects only retrieval of data, for example, Smart View ad hoc queries, web and Smart View forms, and reports. It does not affect business rules.

NOTE: This feature change affects Planning, Financial Consolidation and Close, Tax Reporting, and Profitability and Cost Management only.

Classic Dimension Editor

With a view to allowing customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle has decided to defer the removal of support for Classic Dimension Editor to a future update in 2019. Oracle will notify you at least two months prior to the removal of the feature.

Start Date Member in Workforce

In an upcoming update, the Workforce module will introduce a new member named Start Date, which could impact how you load data into Workforce. The Workforce Data Load templates will be updated to accommodate this change, as will the Data Management templates. This new Start Date member enables more accurate calculations than the current Start Month member.

For existing customers, the start month will be converted to a calculated value based on the Start Date so that your calculations aren't affected. But you will need to make changes to your data load files to provide Workforce with the  Start Date instead of Start Month.

Profitability and Cost Management

Updated exportQueryResults EPM Automate command and REST API

New Version of EPM Automate

A new version of EPM Automate is available with this update. This version contains updates to the exportQueryResults command, which now accepts the optional roundingPrecision parameter. This parameter specifies the number of decimal places (rounding precision) to use when exporting query results.

Updates to Export Query Results REST API

The Export Query Results REST API for extracting data has been updated with a new optional roundingPrecision parameter, which allows you to set the decimal places to use when exporting data.

Key Resources

Upcoming Changes

Change to Calculation Rules Screen in Application Cluster

In an upcoming update, the Calculation Rules screen in the Applications cluster will be replaced with the Designer screen from the Models cluster. The Designer screen is an enhanced version of the Calculation Rules screen, with capability to create and edit complete rule definitions.

Tax Reporting

Parent Tax Calculations for National and Regional Applications

Previously in Tax Reporting Cloud, users could only run tax calculations at the base level. With this feature, users now have the choice to run tax calculations at the Parent level using the Parent’s tax rate, or at the entity base level. This feature works for both Single and Multi-Currency applications, and Sparse and Dense performance settings.

NOTE: Parent Tax Calculations are not supported for Country by Country Reporting (CbCR).

National tax calculations can support different domiciles for different levels. For Regional tax calculations, all children under the Regional parent must have the same domicile as the parent.

Key Resources

Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call

Users can now specify a name when using the generate report REST API call by using an additional input argument called generateReportFileName.

Key Resources

Supplemental Data Ad-Hoc Forms

Users who have been assigned the proper security rights can now create Supplemental Data Forms, in addition to Administrators. When creating Supplemental Form templates, Administrators can specify whether Users can create Ad-Hoc forms, and specify the users who can create them.

Key Resources

Creating Supplemental Data Form Attributes

Administrators can now create attributes for Supplemental Data Forms directly in the form templates, without needing to first create the attributes in Data Sets. The attributes will also be available in Data Sets.

Key Resources

Task Manager Audit Enhancements

In Task Manager Audit, two new columns are available to provide additional information about tasks. You can now select to view the audit details using Task ID, and Source (schedule or template).

Key Resources

Delegate Action in Approvals

In Approvals, a Delegate action has been added for the Consolidation Bottom-Up template.

The Delegate action passes ownership of an approval unit to a user whether or not they are on the promotional path. The delegated user can promote, reject, sign off or reject approval units. The Delegate action is also supported for Out of Office assignments.

Key Resources

Enhancement for Unlocking Entities in Approvals

In Approvals, the new owner for an Entity can be any owner in the previous promotional path, including the current owner, and they will be able to unlock the entity. If you select the Automatic option when unlocking an entity, the new owner will be the current owner of the Entity.

Key Resources

Upcoming Changes

Removal of Tax Reporting Sample Application for Legacy Licenses

Effective with the 19.11 release, the option to create a Sample Application will no longer be available for Legacy licenses; however, the Enterprise Licenses will continue to support Sample Application creation.

Future New Connection Type and Advanced Options for External Connections for Tax Reporting

In a future update, Service Administrators for Tax Reporting will be able to use connections created for external Web services, specifying optional query or header parameters. These connections could be referenced or used in a Groovy script to create a communications link between the Groovy script and the external Web resource.

Users will be advised when this new feature is to be supported in Tax Reporting.

Classic Dimension Editor

With a view to allowing customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle has decided to defer the removal of support for Classic Dimension Editor to a future update in 2019. Oracle will notify you at least two months prior to the removal of the feature.