October 2022 Update

Revision History

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

Date	Module	Feature	Notes
06 OCT 2022	EPM Common	New Version of Oracle Smart View for Office	Updated document. Revised feature description.
29 SEP 2022			Created initial document.

Overview

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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.

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Feature Summary

Enterprise Performance Management

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 7, 2022.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 21, 2022.

NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.

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

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, October 7, 2022.

NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations

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

NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

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.

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.

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

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

EPM Common

New EPM Cloud Quick Start Checklists

Quick Start Checklists are now available to help Account Owners complete initial setup. Follow the steps in the checklists to activate your orders, create EPM Cloud instances, and perform the required configuration tasks to activate your environments. These checklists are organized by roles.

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

Business Benefit: Quick Start Checklists help you get started with EPM Cloud on your first day.

Key Resources

• EPM Cloud Quick Start Checklists on the Oracle EPM Cloud library.

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the snapshotCompareReport command and changes to the setManualDataAccess command. It also supports the importDataManagement and the exportDataManagement commands for Account Reconciliation, the copyOwnershipDataToNextYear, exportOwnershipData, and importOwnershipData commands for Tax Reporting, and setDemoDates command for Planning, Planning Modules, and FreeForm. Sample Linux and Windows scripts to automate the process of exporting and downloading application audit data has been added to the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide. Additionally, EPM Automate now gives an appropriate error message if a command is executed on an environment with a business process that does not support the command.

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

snapshotCompareReport Command

This command compares two snapshots and creates the Snapshot Compare Report identifying the differences in calculation rules and rulesets and data forms included in the snapshots.

Enhancements to setManualDataAccess Command

This command has been enhanced to allow customers to specify whether Oracle is permitted to access the underlying Essbase database (in addition to the relational database) in case of an emergency to restore access to the service.

exportDataManagement and importDataManagement Commands Now Available for Account Reconciliation

• exportDataManagement command exports a complete set of setup and staging table data including the ID columns to a ZIP file so that the data can be imported without losing referential integrity.

• importDataManagement command imports Data Management records from a ZIP file into Account Reconciliation.

copyOwnershipDataToNextYear, exportOwnershipData, and importOwnershipData Commands Now Available for Tax Reporting

• copyOwnershipDataToNextYear command copies the ownership data from the last period of a year to the first period of the next year.
• exportOwnershipData command exports ownership data from an entity to a comma-delimited CSV file.
• importOwnershipData command imports ownership data from a CSV file available in the environment into a period.

Previously, these commands were supported only for Financial Consolidation and Close.

setDemoDates Command Now Available for Planning, Planning Modules, and FreeForm

The setDemoDates command has been enhanced to update the Oracle internal demo data for Planning, Planning Modules, and FreeForm business processes. Previously, this command was applicable only to Financial Consolidation and Close, Tax Reporting, and Account Reconciliation demo data.

Scripts to Export and Download Application Audit Data

The Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide contains scripts to export and download application audit data belonging to Planning, Planning Modules, FreeForm, Financial Consolidation and Close, Tax Reporting, Enterprise Profitability and Cost Management, Oracle Sales Planning Cloud, and Oracle Strategic Workforce Planning Cloud applications.

Application audit data is retained for 365 days only. You can customize these scripts and run them every 180 days to create and maintain backup of the application audit data.

Better Error Message for Commands Not Supported by a Business Process

Some EPM Automate commands apply to all business processes while some apply to a group of business processes. Attempts to execute a command against a business process that does not support it now provides an appropriate error message.

Business Benefit: snapshotCompareReport command helps you identify the differences in forms, rules, and rulesets present in two snapshots. You can use the report generated using this command to troubleshoot issues related to recent performance deterioration in an environment. You can also compare the previous snapshot with the current snapshot to check on the differences that may have caused the performance deterioration. Additionally, you can compare the snapshot of two environments to determine why there is a difference in behavior or performance between two environments that you expect to have identical functional behavior or performance. Enhancements to the setManualDataAccess command helps you control Oracle's access to the underlying Essbase database in case of emergencies. Support of exportDataManagement and importDataManagement commands for Account Reconciliation helps you manage Data Management artifacts in Account Reconciliation environments. Support of copyOwnershipDataToNextYear, exportOwnershipData, and importOwnershipData commands for Tax Reporting helps manage ownership data in Tax Reporting environments. Support of setDemoDates command for Planning, Planning Modules,and FreeForm helps manage the Oracle demo data for these environments. Scripts to export and download application audit data help you archive application audit data to meet your data retention policies for audit information and to prevent the loss of historical audit data older than 365 days. Updated error handling helps you identify whether you are running an unsupported command in the current environment.

Key Resources

Working with EPM Automate for Oracle Enterprise Performance Management Cloud:

• Installing EPM Automate
• copyOwnershipDataToNextYear
• exportDataManagement
• exportOwnershipData
• importDataManagement
• importOwnershipData
• setManualDataAccess
• snapshotCompareReport
• Automate the Archiving of Application Audit Records

New Version of Migration REST APIs

A new, simplified v2 version of several Migration REST APIs has been released. This new version contains all parameters in the payload and does not require URL encoding while calling the REST APIs. The new version is backward compatible, so no changes are needed for existing REST APIs. Previously, the new v2 version applied to these REST APIs: Copy to Object Store (v2), Copy from Object Store(v2), Send Email (v2), Delete File (v2), Run Recreate on a Service (v2), Restart the Service (v2).

Now, the new v2 version applies to these additional REST APIs:

• List Files (v2)
• Copy a File Between Instances (v2)
• Copy Application Snapshot (v2)
• Run Daily Maintenance While Skipping the Scheduled Daily Maintenance (v2)
• Get the Build Version and Daily Maintenance Window Time (v2)
• Set the Daily Maintenance Window Time (v2)
• Manage Permission for Manual Access to Database (v2)
• Skip Updates (v2)
• Set Encryption Key (v2)

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

Business Benefit: The new version of the REST APIs is easier to use, and does not require URL encoding.

Key Resources

• Migration REST APIs in REST API for Oracle Enterprise Performance Management Cloud

Role And Privileges

• Service Administrators

New Version of Oracle Smart View for Office

Oracle Smart View for Office version 22.200 is available. This release contains only defect fixes. There are no new features included.

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

Business Benefit: This Smart View release provides general improvements and defect fixes.

Steps to Enable

Download and install Smart View. See Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud.

Key Resources

• Documentation updates will be available when 22.200 is generally available.
  • Working with Oracle Smart View for Office
  • Developing Applications for Oracle Smart View for Office
  • Oracle Smart View for Office Readme

Import Books in Oracle Smart View for Office (Mac and Browser) Using New EPM Books Extension

The new EPM Books extension for Oracle Smart View for Office (Mac and Browser) helps you to import books in to Excel 365 and work on them.

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

In EPM Cloud, Books are a collection of one or more reports, books, and other documents. Using the new EPM Books extension for Oracle Smart View for Office (Mac and Browser), you can import books and work on them by inspecting their properties, changing POV values, and refreshing them.

Once you connect to an EPM Cloud business process that contains books, you can launch the EPM Books panel by clicking EPM Books in the Actions menu of the Smart View Home panel. In the EPM Books panel, you can view a list of available books, inspect their properties, and run jobs to import them in Smart View. Each book you run is listed as a job in the Jobs Console section of the EPM Books panel. You can view the status of jobs and manage them in Jobs Console. When a job is completed, a download button is displayed, which you click to import the book to Excel 365.

In the imported book, each report is placed on an individual worksheet. A table of contents sheet is generated with links to the individual report sheets in the workbook, based on the TOC Headings defined in the Book Designer in the web application.

Using the EPM Books ribbon, you can change the POV of the reports in the book, and refresh the book content. You can also inspect properties of the book, including the POV.

Business Benefit: The new EPM Books extension enables you to import books in to Excel 365 and work on them by inspecting their properties, changing POV values, and refreshing them.

Steps to Enable

To enable the EPM Books extension for users, Service Administrators must create and deploy a new manifest file:

1. Create a new manifest file or reuse an existing manifest file.
2. In the Create Manifest File page, select the check box for EPM Books in the Available Extensions section.
3. Make any other selections and modifications in the Create Manifest File page, as you require.
4. Deploy the manifest file to Smart View (Mac and Browser) users.

Tips And Considerations

• Excel 365 currently does not support Member Selection in the Select POV dialog if the Book POV definition is set to All. If the Book POV definition is set to Display Selected Values, the list of available members to choose from is displayed in the drop-down list for each dimension.

• Nested books are not supported in Excel 365. For example, if there is a book contained within a book, the inner book will be suppressed. The resulting Excel workbook will not contain the content related to the nested inner book.

• PDF and Word documents inserted as part of a book are not supported. When a book includes other documents of type PDF or Word, they will be omitted from the Excel workbook.

Key Resources

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

Updated Create Manifest File Page for Smart View (Mac and Browser)

The Create Manifest File page for Smart View (Mac and Browser) is updated for provider-specific form and ad hoc ribbons.

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

Prior to 22.10, the Create Manifest File page allowed you to create a single ribbon containing all available Smart View commands.

The updated Create manifest File page is streamlined and improved as follows:

• By logging in to your business process and accessing the CreateManifest.html file, you are automatically creating the following standard ribbons:
  • A default Smart View ribbon containing common Smart View commands
  • The ribbon that displays when accessing forms; for example, if you sign in to a Planning business process and open a form, the Planning ribbon is displayed
  • The ribbon that displays when accessing an ad hoc grid; for example, if you sign in to a Planning business process and launch an ad hoc grid, the Planning Ad Hoc Ribbon is displayed
  • If you enable the EPM Admin Extension option, and launch a dimension for editing, the Admin Extension ribbon is displayed
  • If you enable the EPM Books Extension option, and launch a book, then the EPM Books ribbon is displayed

There is no longer one ribbon with all commands on it. Ribbons are now displayed in the context of the tasks you are performing, so there is no option to remove items from any of the standard ribbons.

• Selecting the "Include Functions support" option automatically gives you access to the Function Builder.

• The Context Menu button launches the right-click context menu dialog, where you can select menu options for the right-click context menu. Menu item names are no longer customizable as they are now prefixed with the menu group name in the right-click menu. For example, if you select the Next Level option for both Zoom In and Zoom Out, the right-click menu now automatically displays "Zoom In - Next Level" and "Zoom Out - Next Level."

You must deploy or sideload the manifest in order to take advantage of these features. If you have previously deployed or sideloaded, you must redeploy or resideload the manifest.

Business Benefit: The updated Create Manifest File page gives you access to the latest Smart View (Mac and Browser) features, including context ribbons for forms, ad hoc grids, and the Admin Extension and EPM Books extension, along with other general improvements.

Steps to Enable

To take advantage of the features and improvements included in the 22.10 update of Smart View (Mac and Browser), including working with the updated Create Manifest File page, Service Administrators must create and deploy a new manifest file:

1. Create a new manifest file or reuse an existing manifest file.
2. In the Create Manifest File page, make any other selections and modifications, as you require.
3. Deploy the manifest file to Smart View (Mac and Browser) users.

Tips And Considerations

See "Smart View (Mac and Browser) Now Displays Provider-Specific Context Ribbons" in this What's New document for more information about the ribbon display updates.

Key Resources

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

Smart View (Mac and Browser) Now Displays Provider-Specific Context Ribbons

When you open a form or ad hoc grid from a business process in Smart View (Mac and Browser), the respective provider and provider ad hoc ribbons now appear with commands applicable to the specific business process.

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

Previously, the provider-specific commands would appear in the Smart View ribbon once you connected to a business process and opened a form or ad hoc grid. Now, a separate ribbon tab appears next to the Smart View ribbon tab for each provider-specific ribbon. For example, if you are connected to the Planning provider and open a form in Smart View, the Planning ribbon appears. When you perform ad hoc analysis, the Planning Ad Hoc ribbon is displayed with commands for zooming in and out, changing alias, and so on.

The following provider and provider ad hoc ribbons are now supported in Smart View (Mac and Browser):

• EPCM (Enterprise Profitability and Cost Management)
• EPCM Ad Hoc
• FCCS (Financial Consolidation and Close)
• FCCS Ad Hoc
• Planning
• Planning Ad Hoc
• TRCS (Tax Reporting)
• TRCS Ad Hoc

Also, based on extensions configured by your administrator, you can also see separate ribbons for Admin Extension and EPM Books.

Business Benefit: With provider-specific ribbons, you can easily focus on applicable commands depending on the business process and the contents of the sheet.

Steps to Enable

To enable the provider ribbons, Service Administrators must create and deploy a new manifest file. No selections are required for the provider ribbons as they appear automatically based on the connected business process. However, for the extension ribbons, the required ones need to be selected in the manifest file.

1. Create a new manifest file or reuse an existing manifest file.
2. In the Create Manifest File page, select the check boxes for the required extensions in the Available Extensions group.
3. Make any other selections and modifications in the Create Manifest File page, as you require.
4. Deploy the manifest file to Smart View (Mac and Browser) users.

Key Resources

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

• Working with Smart View for Office (Mac and Browser)
  • Smart View (Mac and Browser) Components
  • Supported Data Source Providers

Support for Multiple Identity Providers in OCI (Gen 2) Environments

You can configure Single Sign-On (SSO) for a domain with multiple SAML 2.0 compliant identity providers (IdPs) in OCI (Gen 2) environments.

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

SSO Options with Multiple IdPs

Business Benefit: If multiple IdPs are enabled for an environment, the sign-in page gives EPM Cloud users a choice among the IdPs to perform SSO.

Steps to Enable

An Identity Domain Administrator must configure and activate the identity provider using Oracle Identity Cloud Services Console using the instructions available in Configuring Multiple Identity Providers for a Domain in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Key Resources

• Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
  • Configuring Single Sign-On
  • Configuring Multiple Identity Providers for a Domain in OCI (Gen 2) Environments

All Encryption Keys Stored in Hardware Security Module in OCI (Gen 2) Environments

In OCI (Gen 2) environments, all encryption master keys including the following, are stored in Hardware Security Module (HSM):

• Transparent Data Encryption (TDE) master key for database encryption
• Block Volume Encryption master key for file system encryption
• Object Storage Encryption master key for encryption of artifact snapshots

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

Business Benefit: Storing encryption keys in HSM satisfies the strong cloud governance requirements.

Key Resources

• Encryption Keys Stored in HSM for OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

DKIM Support for EPM Cloud OCI (Gen 2) Environments

EPM Cloud on OCI (Gen 2) environments supports DKIM (DomainKeys Identified Mail) for outgoing messages.

EPM Cloud email servers sign outgoing messages using a private key. Receiving mail servers can then use a public key published on the oraclecloud.com DNS record to verify the signatures on any emails sent out from EPM Cloud email servers.

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

Business Benefit:  DKIM support satisfies the security compliance requirements of customers for their mail infrastructure.

Key Resources

• DKIM Support for EPM Cloud OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Application Role Assignment Labels Changed to Manage Roles in Access Control

The Assign Application Roles tab name in Access Control is changed to Manage Application Roles. The Unassign Roles option is removed, and now Manage Roles replaces Assign Roles to assign and unassign application roles to users and groups.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Narrative Reporting, Profitability and Cost Management, Tax Reporting

The change to Assign Application Roles tab name does not apply to Financial Consolidation and Close, FreeForm, Planning, and Planning modules.

Manage Application Roles

Business Benefit: The change in label name to Manage Roles makes it easier for the user to understand the operations on the Manage Application Roles page.

Key Resources

• Assigning Roles to a Group or a User in Administering Access Control for Oracle Enterprise Performance Management Cloud

Default Time Zone for New Users

The default time zone for new users is now (UTC) Reykjavik - Greenwich Mean Time.

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

To reset the time zone, click Tools, then User Preferences, and then click General.

Business Benefit: The new default time zone provides a more consistent experience for new users across the entire EPM Cloud platform.

Key Resources

• Enterprise Profitability and Cost Management
  • Administering and Working with Enterprise Profitability and Cost Management
    • General Preferences

• Financial Consolidation and Close
  • Working with Financial Consolidation and Close
    • Setting General Preferences

• FreeForm, Planning, and Planning Modules
  • Working with Planning
    • Setting General Preferences

• Tax Reporting
  • Working with Tax Reporting
    • Setting General Preferences

Groovy Update for Data Grid Definitions

When creating data grid definitions using Groovy, you can now use the new FlexibleDataGridDefinitionBuilder to apply exclusions to the member selections.. To use Groovy business rules, follow the steps to create a Groovy business rule in "Creating a Groovy Business Rule" in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

This feature can be used by any application that has access to Groovy.

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

Business Benefit: This gives you more options when using Groovy business rules.

Steps to Enable

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

Tips And Considerations

To get a quick introduction to Groovy business rules, watch the Learning Groovy in EPM Cloud video.

Key Resources

• Learning Groovy in EPM Cloud video
• Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
• Introduction to Groovy Business Rules
• Groovy Tutorials
• EPM Cloud Groovy Rules Java API Reference

Role And Privileges

• Calculation Manager Business Rule Designer

Run Groovy Rules in Smart View on Selected Cells in Forms

In Oracle Smart View for Office, you can now run Groovy rules from the right-click menu in forms in the context of selected cells.

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

When running Groovy business rules from the right-click context menu in a form, the selected cells are available in the Groovy rule using isSelected() method on the grid cells.

Previously, information about selected cells for use in a Groovy rule was available in the web interface but not in Smart View. Now, from Smart View, the information about the selected cells is included when the Groovy rule is invoked as part of the right-click menu. This enhancement also helps Groovy rule designers to access and use the information of selected cells in the Groovy logic.

Business Benefit: The ability to select specific cells and run Groovy rules from the right-click context menu in Smart View gives users the option of applying Groovy rules only to the data cells they require.

Steps to Enable

The form must have Groovy rules attached in order receive the information of cells selected in the Smart View.

To enable Smart View users to run Groovy rules on selected cells in a form:

1. Create the Groovy business rule.
2. In the form definition, in the Business Rules tab, add a Groovy business rule to Selected Business Rules.

To run the Groovy rule in Smart View:

1. Open a form.
2. Select the cells on which to run the Groovy rule.
3. Right-click and, in the context menu, select Smart View, and then select the Groovy rule to run.
4. Note the change in the selected cells.

Tips And Considerations

• The ability to select cells and use their information for processing Groovy rules is available forms opened in Smart View.
• This ability is not available when Groovy business rules are launched and run from the Business Rules dialog opened from the Smart View ribbon.
• Any Groovy rule attached to the form can utilize information from the selected cells.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Selecting Business Rules
    • Using Groovy Rules
  • Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
    • Creating a Groovy Business Rule

• FreeForm
  • Administering and Working with FreeForm
    • Adding and Removing Rules in Forms
    • Using Groovy Rules
  • Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
    • Creating a Groovy Business Rule

• Planning and Planning Modules
  • Administering Planning
    • Adding and Removing Rules in Forms
    • Using Groovy Rules
  • Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
    • Creating a Groovy Business Rule

• Working with Business Rules in Working with Oracle Smart View for Office

New Log Custom Functions in Calculation Manager

Four new log custom functions are now available to help debug any issues encountered when executing rules in Calculation Manager.

• @CalcMgrLogMessageTrace: Adds custom messages to the Log Messages tab after launching a rule in Calculation Manager.
• @CalcMgrIsValidMember: Returns "true" if the input in Member Name is a valid member.
• @CalcMgrIsValidSLMember: Returns "true" if the member associated with the numerical Smart List value is a valid member.
• @CalcMgrSLMember: Returns the member associated with the numerical Smart List value.

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

Business Benefit: Enforcing errors and warnings for rules in Calculation Manager ensures that rules with errors or warnings are not launched, validated, or deployed.

Key Resources

The following topics in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud:

• @CalcMgrLogMessageTrace
• @CalcMgrIsValidMember
• @CalcMgrIsValidSLMember
• @CalcMgrSLMember

Activity Report Now Includes Manual MaXL Executions and Statistics for BSO and ASO Cubes

The Activity Report now includes metrics related to manual MaxL executions against the Essbase database and the statistics for individual Essbase BSO and ASO cubes.

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

Business Benefit: These changes helps you audit MaxL commands executed by Oracle against the Essbase database, and gather BSO and ASO cubes statistics.

Key Resources

• Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
  • Essbase Statistics
  • Manual MaxL Execution Count

Provisioning of New Orders for Customers Migrating from Legacy Environments to EPM Standard or Enterprise Cloud Service

All new orders for customers moving from legacy environments to Oracle Enterprise Performance Management Standard Cloud Service or Enterprise Cloud Service environments will be provisioned in OCI (Gen 2) regions.

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

If you have questions or concerns about this policy, please reach out to your Sales Representative.

Business Benefit: This obviates the need to migrate to OCI environments in the future.

Account Reconciliation

New Report for Reconciliation Comments

The Reconciliation Comments report displays comments for all reconciliations within a specified period. When there are multiple comments, a separate row is used to display the details for each comment.

Business Benefit: Users can run this report to see all Comments across their reconciliations. Additionally, administrators can use this report as a starting point to incorporate comments into their own custom reports.

Key Resources

• About Predefined Reports in Reconciliation Compliance in Administering Account Reconciliation
• Reconciliation Compliance Report Output Descriptions In Administering Account Reconciliation

Search Across All Data Sources and Adjustments Simultaneously in Transaction Matching

Transactions Matching search functionality has been enhanced to make it easier to search for all transactions, including adjustments. Users can also filter and search for transactions across multiple data sources and/or adjustments within a match type.

In the Matching card, the Data Source drop-down in the Transactions tab can be used to select the following:

• Adjustments: Displays all adjustments within a match type
• One or more data sources: Displays transactions for the selected data sources within a match type
• Adjustments and one or more data sources: Displays adjustments and transactions for all the selected data sources within a match type

Users can select the data source attributes and adjustment attributes that must be displayed in the Transaction tab by using Select Columns in the Actions drop-down. Attributes with the same Name will display data in the same column across the adjustments and data sources.

Business Benefit: This feature enables users to easily search for adjustments and any transactions using Transaction Matching search, regardless of the number of data sources within a match type.

Key Resources

• Steps to Search Transactions in Transaction Matching in Reconciling Accounts with Account Reconciliation
• Selecting Columns While Searching Transactions in Transaction Matching in Reconciling Accounts with Account Reconciliation
• Using Filters When Searching Transactions in Transaction Matching in Reconciling Accounts with Account Reconciliation
• Managing System Maintenance in Setting Up and Configuring Account Reconciliation

Enterprise Data Management

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

Financial Consolidation and Close

New Videos

New videos are available.

Overview: Approvals in Oracle Financial Consolidation and Close

This video provides an overview of the Approvals process in Financial Consolidation and Close. Approvals provide process controls to determine when users can add or modify data for an entity, and a multiple-level review and approval process that follows your company’s organization structure.

Setting Up Approval Unit Hierarchies in Oracle Financial Consolidation and Close

Learn how to set up approval unit hierarchies in Financial Consolidation and Close. You learn how to add entities to approval unit hierarchies, select an approvals template, and assign owners and reviewers to entities.

Setting Up Extended Approval Flows in Oracle Financial Consolidation and Close

Learn how to setup an extended approval flow in in Financial Consolidation and Close. You learn how enable extended approval flows in approval unit hierarchies, create approval groups and assign them to hierarchies, set up phase dependencies, and assign owners and reviewers to phases.

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

Enhanced Configuration Task for Dimension Properties

The configuration task to fix dimension properties has been enhanced to support additional dimensions. You can now use this configuration utility to fix issues in the Account, Data Source, Currency, Entity, Intercompany, Movement, Scenario, and Multi-GAAP dimensions.

Business Benefit: The Fix Dimension Properties configuration task enables you to fix any issues that may occur after repositioning members in dimensions.

Key Resources

• Fixing the Dimension Properties in Administering Financial Consolidation and Close

Simplified Dimension Editor Enhancements

The Simplified Dimension Editor now includes a column in Dimension Properties for a description of the dimension member formula. You can also use the Simplified Dimension Editor to modify the Data Type for the Movement and Custom dimensions. In addition, it displays a warning during Metadata Validation if any non-Dynamic Calc member is set with the Two Pass calculation dimension property.

Business Benefit: The Formula Description column helps you understand how a cell value was determined using the member formula. The ability to modify the Data Type for the Movement and Custom dimensions enables you to display data based on Application Evaluation Order. The Metadata Validation warning alerts you to potential errors with non-Dynamic Calc members.

Key Resources

• Editing Member Properties in the Simplified Dimension Editor in Administering Financial Consolidation and Close

New Default Translation Calculation Setting

The Consolidation Process translated tab includes a new option named “Translate Opening Balance Adjustment with Prior Rate”, where you can select to use the Average or Ending rate. This option is only available if the TranslateOBOCAcqDispAtPriorER substitution variable is set to True.

Business Benefit: This calculation option enables you to select the rate to use for Opening Balance Adjustment entries.

Key Resources

• Translating Data in Administering Financial Consolidation and Close

Monitor Enterprise Journals in Task Manager

A new automated integration process named “Monitor Enterprise Journals” has been added in Task Manager. This integration helps monitor the completion status of Enterprise Journals within a Year/Period or filtered list.

Business Benefit: This new integration allows users to efficiently monitor the journal completion status from Task Manager.

Key Resources

• Automation Integrations for EPM Cloud in Administering Financial Consolidation and Close
• Monitor Enterprise Journals for Financial Consolidation and Close in REST API for Oracle Enterprise Performance Management Cloud

Performance Substitution Variables

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

OptimizeConcurrency = True

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

OptimizePelimCalculation= True

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

EnableYearlyConsol = True

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

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

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

ParallelCustomDimDSO = True

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

ParallelCustomDimTranslation = True

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

Business Benefit: These substitution variables help in improving consolidation performance.

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

FreeForm

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

Narrative Reporting

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

Planning

New Videos

New videos are available.

We are pleased to announce the availability of the following new Video Series on Connected Planning.

This overview video series shows you connected planning. You will see the overall connected planning solution and how planning solutions can be connected through cross pod smart push and navigation flows to provide a seamless experience for planners across different departments. In the first video, the focus is on Financials and Sales. The next video focuses on Strategic Workforce Planning and IT Planning. The last video focuses on Marketing Campaign Planning.

• Overview: Connected Planning - Aligning Sales Plans with Financial Targets
• Overview: Connected Planning - Strategic Workforce and IT Planning
• Overview: Connected Planning - Managing Marketing Campaigns

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

Advanced Prediction Options

New advanced Prediction options give you more flexibility for defining predictions and improve prediction results in some scenarios.

After you run a prediction, in the results area, click Settings, and then click the Predictive Options tab. You can define advanced options for:

• Data Screening
• Data Attributes
• Methods

Business Benefit: Advanced options for predictions improve the quality of predictions, especially in cases where it is difficult to detect seasonality (predictions tended to go flat in these cases), or where there is not enough historical data compared to the prediction range (predictions tended to be negative in these cases).

Key Resources

• Working with Planning
  • Changing Prediction Options

Split-Funded FTE in Workforce

The new Split-Funded FTE option in Workforce allows an FTE to be split-funded across multiple sparse dimensions such as cost center, entity, project, and so on.

An administrator enables Split-Funded FTE in Enable Features.

When Split-Funded FTE is enabled, the Benefits and Taxes wizard is updated with a new selection, Flat Amount FTE Ratio, for Value Type and Maximum Value Type for Benefits, Taxes, and Additional Earnings. Additionally, for Taxes, there is a new selection, Threshold Amount FTE Ratio, for Maximum Value Type. For each component in the Benefits and Taxes wizard, administrators can choose whether to use the existing Flat Amount calculation or the new Flat Amount FTE Ratio calculation to calculate benefits, taxes, and additional earnings. For example, a fee for medical benefits might be the same amount whether the FTE is 1.0 or .5, so you would choose Flat Amount FTE Ratio. But a tax might be a based on a percentage of the FTE, so you would choose Flat Amount.

Next, administrators enter the Master FTE Value for each employee on the new Employee Master Data form. (From the Home page, click Workforce, then Compensation Planning, then Manage Employees, and then Employee Master Data.) You enter the Master FTE for each fiscal year, at the periodicity defined for that year. Master FTE is required if you are using the Split-Funded FTE feature.

A new member in the Entity dimension, OEP_Home Entity, stores the Master FTE Value. OEP_Home Entity is enabled for the Workforce cube and the Workforce Reporting cube. If someone other than an administrator will be entering or editing Master FTE Values, make sure to give write access to OEP_Home Entity.

NOTE: If an employee’s total assigned FTE value changes over various projects (or other custom dimensions), make sure to update the Master FTE Value so that it matches the total assigned FTE to ensure that calculations are correct.

To help ensure that Master FTE matches the total assigned FTE, administrators can review the FTE Assignment Analysis form to see if an FTE is over- or under- allocated compared to the Master FTE. (From the Home page, click Workforce, then Compensation Planning, then Validate, and then FTE Assignment Analysis.) To retrieve data for this form, run the data map Headcount and FTE Data for Reporting. Positive values mean an FTE is underallocated; negative values mean an FTE is overallocated. You can resolve any over or under allocations by updating the Master FTE or the Assigned FTE.

Notes for new hires:

• FTE Ratio is applicable to new hires.
• You don't need to enter a Master FTE value in OEP_Home Entity for new hires. The Workforce calculations assume that the FTE for new hires is Master FTE.

FTE Assignment Analysis Form

Business Benefit: This enhancement meets several business requirements in the public sector. It also ensures that benefits (thresholds and amounts) calculate correctly even when an FTE is part-time, by using an FTE ratio in the calculations rather than a flat amount.

Steps to Enable

1. From the Home page, click Application, and then click Configure.
2. Select Workforce from the Configure list.
3. Click Enable Features.
4. For Granularity, select Employee or Employee and Job.
5. Select Workforce Management and Split-Funded FTE.
6. Select any other options you want, and then click Enable.

Tips And Considerations

• Split-Funded FTE can be incrementally enabled.

• Granularity must be either Employee or Employee and Job to enable Split-Funded FTE.

• Value Type and Max Value Type must match when using FTE Ratio. To ensure that either the FTE Ratio or FTE value is applied consistently, the Benefits and Taxes wizard does not allow a mismatch of methodologies for FTE Ratio.

Key Resources

• Administering Planning Modules
  • Enabling Workforce Management
  • Configuring Benefits, Taxes, and Additional Earnings
  • Entering Employee Master Data

New Hire Enhancements in Workforce

Workforce includes several enhancements related to new hires:

• You can now perform merit-based planning for new hires, using Merit Based Planning with Default Merit rates, or using Merit Based Assumptions.

• Hiring Requisitions use Start Date and End Date instead of Start Year, Start Month and End Year, End Month.

• Several forms have been enhanced to show additional information such as Comments, Start Date and End Date, and Total Compensation.

• You can now change the start date of a new hire.

• A new Process New Hires mass update form enables you to quickly add new hires or change new hire reqs (for example, changing the start date or changing the end date) for multiple new hires at once.

• Some rules have been modified to support new hires.

• You can use Data Integration to load large numbers of new hires all at once.

Business Benefit: These enhancements give you more flexibility and more options when planning for new hires, and help you perform your work more quickly.

Steps to Enable

To enable merit-based planning for new hires:

1. From the Home page, click Application, and then click Configure.

2. Select Workforce from the Configure list.

3. Click Enable Features.

4. In Expense Planning Additional Options, select Merit Based Planning. Optionally, you can select Merit Assumptions (and then select Global or Per Entity), depending on how you want to perform merit based planning.

5. In Workforce Management, select Workforce Management, New Hires, and Merit Based Planning For New Hires. The method of merit planning that you select in Expense Planning Additional Options applies to merit planning for new hires.

6. Select any other options you want, and then click Enable.

Tips And Considerations

• Merit Based Planning for New Hires can be incrementally enabled.
• Granularity must be either Employee or Employee and Job to enable Merit Based Planning.

Key Resources

• Administering Planning Modules
  • Enabling Workforce Management

• Working with Planning Modules
  • Adding Hiring Requisitions
  • Updating Multiple Employees and Jobs Details

• Administering Data Integration for Oracle Enterprise Performance Management Cloud
  • Bulk Loading New Hire Data

New and Enhanced Mass Update Forms in Workforce

Workforce now includes enhancements to existing Mass Update forms:

• You can now make updates at the quarterly or yearly level for the years set with quarterly and yearly periodicity. Previously you could make updates only at the monthly level.

• Mass Update forms now include Hiring Requisitions. You can select a value for the user variable EmployeeParent to show either hiring requisitions, existing employees, or both.

• Mass Update forms now use Start Date and End Date instead of Start Year, Start Month and End Year, End Month.

• You can now change the Start Date and End Date for employees (new hires and existing employees) on the Mass Update forms. When you save the form, compensation is calculated for the modified rows.

• The Total Compensation column is displayed on Mass Update forms.

• The Headcount Assumption column is displayed on Mass Update forms.

Additionally, a new Mass Update form, Process New Hires, is now available that enables you to quickly add new hires or change new hire requisitions (for example, changing the start date or end date) for multiple new hires at once.

Business Benefit: These enhancements give you more flexibility when updating multiple employees and jobs details and help you more quickly plan for new hires.

Key Resources

• Working with Planning Modules
  • Updating Multiple Employees and Jobs Details

New User Variables in Workforce

All users must set values for two new user variables:

• EmployeeParent
• Period

Business Benefit: EmployeeParent helps make forms more manageable by letting you include or exclude the employees, such as new hires or existing employees, to display on the forms based on the Employee Parent member you select. Period allows Comments for New Hires to be displayed as well as Total Compensation for all Employees on the Mass Update forms.

Tips And Considerations

Many existing forms, including the Mass Update forms, use these user variables, so all users should set values for these variables immediately after applying the 22.10 update.

Key Resources

• Administering Planning Modules
• Setting User Variables
• Post Update Tasks

Removal of the Strategic Workforce Planning Option from Workforce

The option to enable Strategic Workforce Planning in Workforce is no longer available. Previously you could enable Strategic Workforce Planning as an option for Headcount Planning.

Business Benefit: Strategic Workforce Planning functionality is provided in the Strategic Workforce Planning Cloud Service product, which contains robust Strategic Workforce functionality that is not available in the existing EPM Cloud Planning Workforce module feature. Strategic Workforce Planning Cloud Service is an Oracle Human Capital Management (HCM) product built on EPM technology. For more information about Strategic Workforce Planning Cloud Service, please refer to the Strategic Workforce Planning information on www.oracle.com.

Tips And Considerations

• Existing customers who have already enabled Strategic Workforce Planning in their application will see no change in behavior.
• Existing customers who have not already enabled Strategic Workforce Planning will no longer have this option available.
• For any new applications, the option to enable Strategic Workforce Planning is no longer available.

Total FTE and Total Headcount Updated in the Workforce Reporting Cube

The Total FTE account hierarchy and the descendants of Total Headcount have now been enabled in the Workforce Reporting (OEP_REP) cube. Previously, the Total FTE account hierarchy did not exist in the Workforce Reporting cube and Total Headcount was a Level 0 member without any of the detailed descendant account information. Now the full details of Total FTE and Total Headcount will be moved to the Workforce Reporting cube when you execute the Headcount and FTE Data for Reporting data map.

Business Benefit: Total FTE and its descendants as well as the descendants of Total Headcount are now enabled in the Workforce Reporting cube, which provides accurate reporting for Total FTE and Total Headcount at the detailed level.

Tips And Considerations

Immediately after updating the Workforce October 2022 content, run the data map Headcount and FTE Data for Reporting to repopulate the data in the Workforce Reporting cube with the new detailed account data.

Key Resources

• Administering Planning Modules
• Post Update Tasks

Bulk Loading Workforce New Hire Data in Data Integration

In this update you can use Data Integration to integrate new hire bulk data to Workforce. You can load bulk new hires data or change new hire requisition data for multiple new hires at once.

New hire bulk data is loaded using an Incremental File Adapter. This type of integration compares a source data file with a prior version of the source data file and identifies new or changed records and then loads only that data set. Before loading the new hire data, check for empty requisitions available in the system in the Process New Hires mass update form. If you are loading data for a requisition which is already in the system, then the existing requisition data is replaced with a new record loaded through Data Integration.

Business Benefit: Customers can bulk load new hires without having to manually use Add Hiring Requisitions to add requisitions one at a time.

Tips And Considerations

• Bulk Loading Workforce New Hire Data in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Profitability and Cost Management

Enterprise Profitability and Cost Management

New Documentation on How System Dimensions Are Used in Rules

The Administering and Working with Enterprise Profitability and Cost Management Guide now includes information and example about how system dimensions are used in rules. The documentation includes an overview of the PCM_Rule and PCM_Balance system dimensions, information on the PCM_Balance dimension members, and a PCM_Balance example.

Business Benefit: Understanding how system dimensions are used in rules can help you as you design your allocation and custom calculation rules.

Key Resources

• Understanding How System Dimensions Are Used in Rules in Administering and Working with Enterprise Profitability and Cost Management

Smart View (Mac and Browser) Support

You can now access Enterprise Profitability and Cost Management data sources from Oracle Smart View for Office (Mac and Browser).

Enterprise Profitability and Cost Management is an analytic software tool that manages the cost and revenue allocations that are necessary to compute profitability for a business segment, such as a product, customer, region, or branch.

Smart View (Mac and Browser) provides an interface between Enterprise Profitability and Cost Management and Microsoft Excel for Office 365 deployed on a Mac or in a Chrome web browser on either Windows or Mac systems.

NOTE: Enterprise Profitability and Cost Management applications are separate and independent from Profitability and Cost Management applications. Connecting to Profitability and Cost Management applications is not supported in Smart View (Mac and Browser).

Smart View (Mac and Browser) supports much of the functionality available in the Windows client version of Smart View. In Smart View (Mac and Browser), users can connect to an Enterprise Profitability and Cost Management data source and work with:

• Forms. When a form is launched, the EPCM ribbon is displayed, along with the default Smart View ribbon.
• Ad hoc grids. When an ad hoc grid is launched, the EPCM Ad Hoc ribbon is displayed

Additionally, Service Administrators can enable the EPM Admin Extension and edit dimension and member information directly on a worksheet.

Business Benefit: Smart View (Mac and Browser) gives Enterprise Profitability and Cost Management users access to EPCM forms and ad hoc grids in the familiar Mac-based or browser-based version of Excel 365.

Steps to Enable

1. In the Create Manifest File page make any customizations you require; for example:

• Select the Include Functions support check box
• Under Available Extensions, select the EPM Admin Extension or EPM Books
• Define a manifest ID
• Add app domains
• Configure languages
• Change the add-in name
• Configure the right-click context menu

2. Deploy the manifest file to Smart View (Mac and Browser) users.

Tips And Considerations

Smart View (Mac and Browser) is not supported on Mac-based or Chrome browser-based versions of Word 365 or PowerPoint 365.

Key Resources

• Deploying and Administering Oracle Smart View for Office (Mac and Browser)
• Working with Oracle Smart View for Office (Mac and Browser)
• Administering and Working with Enterprise Profitability and Cost Management

New Filter Option on the Calculation Control Page

The Calculation Control page now includes a filter option that allows you to filter the points of view displayed by a specific Year, Period, Scenario, and Version.

Business Benefit: The new filter option allows you manipulate the display so that you can isolate the points of view that you want to focus on.

Key Resources

• Filtering Which Points of View Are Displayed in Administering and Working with Enterprise Profitability and Cost Management

Profitability and Cost Management

New Rule Set Range Parameters in the Generate Program Documentation Report - Run as Job REST API

Two new optional Rule Set Range Parameters have been add to the "Generate Program Documentation Report - Run as Job" REST API.

• subsetStart: Rule set starting sequence number to specify a range of rule sets to include in the report
• subsetEnd: Rule set ending sequence number to specify a range of rule sets to include in the report

Business Benefit: These optional parameters allow you to generate a Program Documentation report in multiple smaller reports when you have a large number of rules.

Key Resources

• Generate Program Documentation Report - Run as Job in REST API for Oracle Enterprise Performance Management Cloud

Role And Privileges

• Service Administrators

More Flexibility When Migrating Applications

When migrating an application from Profitability and Cost Management to Enterprise Profitability and Cost Management, POV dimensions in the source application can now be mapped to standard Enterprise Profitability and Cost Management business dimensions, or they can be migrated as regular business dimensions without providing any mapping.

Business Benefit: More flexibility when migrating POV dimensions enables migration for some applications that previously could not be migrated.

Key Resources

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

Tax Reporting

There are no new features in this update except for the applicable features listed in the EPM Common section. Please be sure to review the Important Actions and Considerations section for Audit Purge related information.

IMPORTANT Actions and Considerations

One-Week Lag Between Readiness Documents Live and Help Center Live

Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.

EPM COMMON

Calculation Manager Errors and Warnings Enforcement

In an upcoming update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.

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

Valid Intersection and Cell-level Security Import & Export File Format Update

In an upcoming update, both Valid Intersection and Cell-level Security Import and Export files in .XLSX format will include new columns for each dimension in the Sub Rules worksheet. These new columns to support excluding all instances of members by name will apply to each dimension and will be positioned after each dimension’s “Exclusion” column. If you use these exported files for integration with other systems and the order of columns is fixed, you may need to modify your process to account for these new columns in these export files. The release of these new columns will coincide with the planned release of this enhancement for Valid Intersections and Cell-Level Security.

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

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In an upcoming update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

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

Mandatory Steps Required to Make the Explore Repository Artifacts Accessible to Users

Prior to the July (22.07) update, Oracle Enterprise Performance Management Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:

1. Create a group in Access Control with all EPM Cloud users as its members.
2. In Explore Repository, grant access privileges to the group you created in the preceding step.

For detailed steps, see Granting Access Permissions to Document Repository Users in Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.

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

Rolling Back Changes Made to Page Title Display for Horizontal tabs

Starting in the July (22.07) update, we have rolled back changes made in the April (22.04) update to the page title for horizontal tabs. The change was to not display the page title in horizontal tabs while using the Redwood Theme. From the feedback received on this change, we've decided to roll it back.

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

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

Oracle EPM Cloud is now live on Oracle Cloud Infrastructure (OCI) Gen 2 environments. If you are interested in testing your application performance on an OCI environment, open a service request following the process at https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/tsepm/op_procs_loaner_envs.html and request for a loaner environment in an OCI data center for a duration of 30 days with the business justification as “Want to test application performance in an OCI Gen 2 data center”.

After you have performed the testing, submit Provide Feedback from the loaner environment. Create a service request using the normal support process, if you have any issues or feedback for the OCI environment. For more information, see What is a Gen 2 Cloud?

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

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

Alerts Cannot be Migrated to Prior Version

Due to a major upgrade in Alert functionality, any service that has defined Alert Types will not be able to migrate them or the Alerts that are based on them from the April (22.04) update to an earlier update. This normally happens if artifacts are moved from Test to Production during the two week period when Test is upgraded to the April (22.04) update while Production is still on the March (22.03) update. All other objects in the migration are not affected.

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

Task Manager Email Notification Settings

Starting in the April (22.04) update, the service changed the handling of Task Manager’s Email Notification settings during a migration. The target service’s Task Manager Email Notification settings were updated with the settings from the source service. If a customer wants to retain the target service’s Task Manager Notification settings, they can generate an LCM export with the notification settings from the target service, perform the source migration, then import the LCM file with the notification settings.

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

See LCM Export and LCM Import in REST API for Oracle Performance Management Cloud.

Date Format when Using the EPM Digital Assistant

When using the EPM Digital Assistant, note that the Date format is not taken from User Preferences, and the assistant does not ask which format to use for the date. The assistant attempts to detect the date format based on the user locale set in the browser and other common formats.

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

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

If you want to rebase your Financial Consolidation and Close or Tax Reporting skill to use the November (21.11) update of EPM Digital Assistant, note that you must first remove some dimensions before rebasing.

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

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

Applies to: Financial Consolidation and Close, Tax Reporting

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

Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)

In a future update, Financial Consolidation and Close and Tax Reporting will support calc on the fly. While the Application Settings option Enable User Formulas in Ad Hoc is available in this update, the feature is not yet supported for these products.

Applies to: Financial Consolidation and Close, Tax Reporting

Internet Explorer 11 End of Support and Smart View

Microsoft announced end of support of Internet Explorer 11 by June 15, 2022.

Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.

Oracle Smart View for Office does not require the Internet Explorer browser specifically. However, Smart View depends on Windows components (for example, WinInet APIs) that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.

For more information, Oracle Support Document 2877741.1 (Impact on Smart view with Microsoft decommissioning Internet Explorer 11 on June 15, 2022) can be found at: https://mosemp.us.oracle.com/epmos/faces/DocumentDisplay?id=2877741.1.

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

Data Maps with Mapping or Cross Applications

Data Maps with mapping or cross applications are not supported in this update. If the Data Map has mapping or is a cross-application, it needs to be attached to a form or included in the Groovy rule and run as a Smart Push.

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

Purging of Audit Information

Starting in the February (23.02) update, audit records older than 365 days will be automatically purged at service start-up such as after the daily maintenance window, service reset, or outage (planned or unplanned). Purged audit records will not be stored or accessible. To prepare for this change, you may want to take a backup of the historical audit data. To do this, select one of the following options:

1. Export: Select the Export option on the Actions menu from the Audit card by selecting the appropriate filters.

2. EPM Automate command: Use the exportAppAudit command. See exportAppAudit in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

3. EPM Automate script: Use the Windows and Linux scripts to automate the process of exporting and archiving application audit data to a local computer. See Automate the Archiving of Application Audit Records in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

Submit a service request if you encounter problems backing up historical audit data.

Applies to: Financial Consolidation and Close, Tax Reporting

Updated Smart View Browser Extension To Be Required for Chrome and Edge

An updated Smart View browser extension for Google Chrome and Microsoft Edge will be made available in a future update. This extension is required for Smart View to interact with supported browser-based EPM Cloud business processes in these ways:

• Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
• Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
• Starting in a Task List in Smart View, opening a task in a browser.

This update is required only if your default browser is Chrome or Edge. If your default browser is Mozilla Firefox, then this update does not affect you.

The extension will be made available in the Chrome Web Store from either the Chrome or Edge browser. In the Chrome Web Store, search for "smart view" to locate the extension update. the version number is 22.200. Then follow the instructions for Google Chrome or Microsoft Edge in Installing Browser Add-ons in the Oracle Smart View for Office Installation and Configuration Guide.

Note that after January 1, 2023, the current browser extension will no longer work with Chrome or Edge. You must update your extension by that date in order to continue interactions between Smart View and browser-based business processes in EPM Cloud.

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

ENTERPRISE DATA MANAGEMENT

Top Node Filters for Subscriptions Not Applicable to Delete Actions

Starting in the May (22.05) update, top node filters for subscriptions are no longer applied to Delete request actions in the source viewpoint. If a node matching a deleted source node is found in a target viewpoint, the node will be deleted from the target viewpoint regardless of where the node is located as part of a subscription request to ensure synchronization of existing nodes in both viewpoints.

FINANCIAL CONSOLIDATION AND CLOSE

Posting Data Against Global Assumptions

It is recommended that you do not post data against the Global Assumptions member in the Entity dimension. This member is used to store information such as currency rates. Starting with the July (22.07) update, if you post data against Global Assumptions, an error will occur.

Phased Approvals

If you decide to enable Phased Approvals in your application, take note of the following considerations:

• You will need to manually modify your Data Status forms to replace the dimension member "FCCS_Status_ApprovalStatus" with the new member "FCCS_Status_ConsolidatedApprovalStatus".

• If you try to export the application from the March (22.03) update and import it to the February (22.02) update, you must update your Data Status form by changing the dimension member FCCS_Status_ConsolidatedApprovalStatus back to FCCS_Status_ApprovalStatus.

• Additionally, you will encounter errors during the import because new artifacts related to Phased Approvals are not supported in February (22.02).

Resetting Customized Changes After an Update

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

Enterprise Journal Dimension Persistence

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

NARRATIVE REPORTING

Working with Variables in Smart View for PowerPoint

When working with Smart View and the Narrative Reporting extension on the 32-bit version of Office 365, an intermittent issue occurs when inserting a variable into a PowerPoint doclet from the Variables panel.At times, the variable is not inserted correctly and only a blank space is inserted. Other times, the variable inserts correctly.

Workaround: Variables will insert without issues if you turn off Windows “Clipboard history.” Follow these steps to turn off the “Clipboard history” setting.

1. From the Windows Start button, select Settings.
2. Search for “Clipboard" and select Clipboard settings.
3. In the Clipboard settings page, set the “Clipboard history” option to Off.
4. Start PowerPoint and connect to Narrative Reporting.
5. Open a PowerPoint report package, and then open and check out a PowerPoint doclet.
6. Insert variables in the PowerPoint doclet.