Oracle Enterprise Performance Management Cloud
What's New
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  1. September 2019 Update
  1. Revision History
  2. Enterprise Performance Management Cloud, September 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. New Version of EPM Automate
        2. New Feedback Activity Report
        3. Activity Report as a JSON File and New Activity Report Sections
        4. Support for Different Identity Domains for Test and Production Environments
        5. New Features in Smart View for Office (Mac and Browser)
        6. New Oracle Netsuite Seeded Saved Searches Available in Data Management
        7. New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report
      1. Upcoming Changes
        1. Removal of Group Export and Import Options from Access Control
        2. EPM Cloud's New Look and Feel
        3. Removal of Instance Name from Predefined Role Names
        4. Predefined Role Names as EPM Cloud Key Words
        5. Query Governor on BSO and ASO Cubes
        6. Enhancement Request Process to Move to Idea Labs
    2. Account Reconciliation
        1. New Videos and Tutorials
        2. Automated Handling of One-Sided Adjustments During Auto Match Available
        3. Automated Population of Attribute Values for Adjustments and Support
        4. New Default Date Input Format (MM/DD/YY) in Reconciliation Compliance Transactions
      1. Upcoming Changes
        1. Removal of .XLS Format As Report Export Option
      2. Considerations
        1. Academy
        2. Using Refresh
    3. Enterprise Data Management
      1. Considerations
        1. Auditor Role
        2. Default Values for Node, Date, and Timestamp Display with Red Border
        3. Email Notifications in English
        4. User with No Email Address
    4. Financial Consolidation and Close
        1. New Videos and Tutorials
        2. Task Manager Schedule Status Displayed on Tasks
        3. Increased Character Limit for Task Manager Messages
        4. New Data Exchange Card for Data Integrations
        5. New Rest APIS for Oracle Financial Consolidation And Close
        6. Support for Additional Functions in Configurable Calculations and On-Demand Rules
      1. Upcoming Changes
        1. Removal of .XLS Format As Report Export Option
        2. 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. Setting the Data Collection Period
        14. Working with Metadata
        15. Ownership Management Enablement
        16. Smart View Summary Dialog Display
        17. Extended Dimensionality Performance Consideration
        18. Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent
    5. Narrative Reporting
        1. New Videos and Tutorials
        2. Working with Books
        3. Management Report Grid Row Rendering in Report Package Embedded Content
      1. Upcoming Changes
        1. All Business Processes to Support an Identical Set of Predefined Roles
        2. Report Package Doclet Version Limit
      2. Considerations
        1. Management Reporting
        2. Access Control
        3. Report Packages
        4. Disclosure Management
        5. Smart View
        6. Only for Smart View for Office with Microsoft Office 365 ProPlus
    6. Planning
        1. New Video
        2. Updates to the Data Maps Listing
        3. Reporting Currency Cells Are Now Read-Only In Simplified Multicurrency Applications
      1. Upcoming Changes
        1. Start Date Member in Workforce
        2. Classic Dimension Editor
    7. Profitability and Cost Management
      1. Upcoming Changes
        1. Change to Calculation Rules Screen in Application Cluster
    8. Tax Reporting
        1. Configurable TAR Automation Report
        2. Tax Automation by Multi-GAAP
        3. Increased Character Limit for Task Manager Messages
        4. Task Manager Schedule Status Displayed on Tasks
      1. Upcoming Changes
        1. Future New Connection Type and Advanced Options for External Connections for Tax Reporting
        2. Removal of .XLS Format As Report Export Option
        3. Classic Dimension Editor
      2. Considerations
        1. Errors When Importing Accounting
        2. Migrating a Snapshot from an Existing Tax Reporting Cloud Application to the Next Level Enterprise Performance Management Cloud Service

September 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
17 SEP 2019 Planning:  Reporting Currency Cells Are Now Read-Only In Simplified Multicurrency Applications

Updated document. Revised feature information. 

29 AUG 2019   Created initial document.

Enterprise Performance Management Cloud, September 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, September 6,  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, September 20,  2019.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, September 6,  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.

New Version of EPM Automate

A new version of EPM Automate is available with this update. This version contains these commands importAppSecurity, roleAssignmentReport, setDailyMaintenanceStartTime, setManualDataAccess, and setEncryptionKey.

  • importAppSecurity

Loads access permissions for users or groups of an application from a CSV file. Importing access permissions overwrites existing assignments only for imported members, data forms, data form folders, task lists, Calculation Manager business rules, and Calculation Manager business rule folders.

NOTE: This command applies only to Planning, Financial Consolidation and Close, and Tax Reporting.

  • roleAssignmentReport

Generates a Role Assignment Report (CSV) and stores it in the default download location from where you can download it to your computer. The report lists the predefined roles and application roles assigned to users. This report matches the CSV version of the Role Assignment Report generated from Access Control.

This command is equivalent to running the provisionReport command (epmautomate provisionreport REPORT_NAME format=simplified userType=serviceUsers). The provisionReport command will be deprecated in an upcoming release.

  • setDailyMaintenanceStartTime

Sets the UTC time at which the daily maintenance of the environment starts.

  • setManualDataAccess

Specifies whether Oracle is permitted to manually access the database of an environment in emergency situations when an environment is unresponsive and customer has not yet provided a service request to investigate and make the environment available.

  • setEncryptionKey

Sets a custom encryption key for database access. Using this command provides a Bring Your Own Key (BYOK) solution for customers to include EPM Cloud in their standard key management rotation.

Key Resources

New Feedback Activity Report

Starting with the September update, Oracle EPM Cloud generates an new Activity Report each time a user submits feedback using the Provide Feedback Utility. This report is differentiated by prefixing Feedback to the report name. In addition to the information available in the Activity Report, this report displays information that the user submitted, for example,screenshots and problem description.

To access the Feedback Activity Report, from the Application card, select Overview and then Activity Reports.

Key Resources

Activity Report as a JSON File and New Activity Report Sections

To facilitate the analysis of the Activity Report, Oracle EPM Cloud now generates a JSON version of the Activity Report. This report format is generated along with the Activity Report during the daily maintenance process. You can use the listfiles EPM Automate command to locate the JSON formatted Activity Report and the downloadfile command to download it to a local directory. Additionally, the Activity Report has been enhanced with additional metrics including information on manual database access, Essbase design metrics, application size data, Essbase BSO and ASO cube statistics, and dimensions in each cube. This enhancement does not apply to Narrative Reporting, which does not generate the Activity Report.

NOTE: This enhancement does not apply to Narrative Reporting, which does not generate the Activity Report.

  • Manual Database Access Information

Manual access to the database by running SQL commands is prohibited except under emergency situations, for example, when an environment becomes unresponsive. The general process for addressing such emergencies involves Oracle responding to a service request filed on behalf of the subscriber. Information on manual access of the database is now available in the Activity Report.

  • Application Size

This section of the report explores the size of the application. Information available includes the data size (includes the size of Essbase data, snapshots, and files available in the inbox and outbox), size of Essbase data, and the size of the maintenance snapshot.

NOTE: The folowing new sections will be available in the Activity Report of Planning, Financial Consolidation and Close, Profitability and Cost Management, and Tax Reporting.

  • Essbase Design Metrics

The new Essbase Design Metrics section contains application information such as the number ofASO and BSO cubes and their dimensions, and the highest number of total blocks in any Essbase cube.

  • Essbase BSO and ASO Cube Statistics

These sections provide statistics about each ASO and BSO cube in the application.

  • Dimensions in Each Cube

Displays the outline and statistics of each cube in the application.

Key Resources

  • About Activity Report in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Support for Different Identity Domains for Test and Production Environments

By default, the test and production EPM Cloud environments use one common identity domain to facilitate the management of users and role assignments for each environment. You can now relocate EPM Cloud environments to relocate the production environment, test environment, or both to different identity domains. This is a change in how domain relocation was historically handled.

These additional identity domain relocation scenarios are now supported:

  • Relocation of the production environment, test environment, or both to different identity domains. In this scenario, you manage users and role assignments in two different identity domains.
  • Locate a pair of environments in one identity domain and another pair in a different identity domain. This option is suitable if you have a four-stage process involving an environment each for development, test, acceptance, and production. 

Steps to Enable

See Relocating an EPM Cloud Environment to a Different Identity Domain in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Key Resources

Role Information

Account Administrators relocate identity domains.

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 save an ad hoc grid as a form, support for running business rules on save using Submit and Calc, and support for Dynamic Time Series members in Member Selection.

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

  • Save an Ad Hoc Grid as a Form

To save an ad hoc grid as a form, use the ribbon command, Save Ad Hoc Grid, and enter a name, path to the location where you want to save the grid, and description for the grid.

  • Submit and Calc

The new Submit and Calc button is used to submit data on a form that has business rules defined to run after save. After clicking Submit and Calc, the Rule panel is displayed with the required rules listed. Select a rule, and click the Run button to execute it. Based on the form and rule definition, you may or may not be required to provide values for runtime prompts. Note that on this type of form, if you click the Submit button, a message is displayed instructing you to use the Submit and Calc option.

  • Support for Dynamic Time Series Members in Member Selection

Dynamic Time Series members are now available for selection in the Member Selection dialog.

Steps to Enable

A Service Administrator must complete these tasks:

  1. Create a new manifest file
  2. Optionally, customize the manifest file
  3. Deploy the manifest file to Office 365 users

See these topics in Deploying and Administering Oracle Smart View for Office (Mac and Browser)

Key Resources

New Oracle Netsuite Seeded Saved Searches Available in Data Management

Oracle Netsuite has released new seeded saved searches for metadata and data. Customers looking to load data or metadata from the Oracle NetSuite Cloud ERP System now have access to more predefined content to enhance their existing integrations.

Tips And Considerations

After specifying an Oracle Netsuite source system and connection information in Data Management, you must initialize the source system to create a Target Application definition for each Oracle NetSuite Saved Search. Metadata saved searches will include Metadata in the saved search name, and Data saved searches will include Data in the saved search name.

Key Resources

New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report

Two new REST APIS; Set Encryption Key and Role Assignment Report, are now available. The Set Encryption Key REST API enables you to implement a Bring Your Own Key ( BYOK) solution to include EPM Cloud in your standard key management rotation. This API can be used to set and remove a user-defined encryption key to an Oracle EPM Cloud instance. The Role Assignment Report REST API can be used to generate a Role Assignment Report of service users in the system and write the report to the filename provided. The report can then be downloaded using the Download API. 

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

Role Information

  • Service Administrator

Upcoming Changes

Removal of Group Export and Import Options from Access Control

In an upcoming release, Oracle plans to 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.

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

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 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 the predefined roles for managing application-level provisioning and access to artifacts. Oracle will ensure that the all application-level 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.

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 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.

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

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.

Enhancement Request Process to Move to Idea Labs

Oracle EPM Cloud will move the Enhancement Request (ER) processes out of My Oracle Support and 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.

The 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.

Targeted date for this change is October 1, 2019. A Customer Connect session is scheduled on September 25 to address any questions you may have.

Account Reconciliation

New Videos and Tutorials

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

Learn how to connect to your ERP source data using Data Management in Account Reconciliation.

Automated Handling of One-Sided Adjustments During Auto Match Available

In Transaction Matching, customers can now handle one sided adjustments, such as a Bank Fee or Transfer out of a bank account in an automated way by using a new Auto Match rule called Adjustment Rule.

Key Resources

Automated Population of Attribute Values for Adjustments and Support

In Transaction Matching, you will now be able to use the manual match rule to automatically populate attribute values for both adjustments and support during match type configuration.  This eliminates user entry of attribute values during manual matching.

Key Resources

New Default Date Input Format (MM/DD/YY) in Reconciliation Compliance Transactions

The default date input format for Reconciliation Compliance transactions has changed from Medium date format to the Short date format for Date, Date/Time input fields when creating a new Transaction. For example, for the US (English) date input format, it has changed from mmm dd, yyyy to mm/dd/yy.

Key Resources

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.

Considerations

Academy

In the Academy, some pages and icons may appear different in the video and the Cloud service.

Using Refresh

It is a best practice to use Refresh within the Account Reconciliation Cloud user interface rather than performing a browser refresh.

Enterprise Data Management

Considerations

Auditor Role

In Access Control, a new user role, Auditor, is displayed but cannot be used.

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.

Financial Consolidation and Close

New Videos and Tutorials

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

Learn how to enable the Equity Pickup feature for Financial Consolidation and Close. You also learn how to configure Equity Pickup rule-sets for custom dimension data and for multi-level ownership hierarchies.

Task Manager Schedule Status Displayed on Tasks

In Task Manager, the schedule status is now displayed on the Task Properties tab under the schedule name.

Key Resources

Increased Character Limit for Task Manager Messages

When you view Tasks from the Tasks card, the messages within a task can now display up to 3000 characters.

Key Resources

New Data Exchange Card for Data Integrations

Data Integration is now available from the “Data Exchange” card under Applications. From the Data Integration page, you can create a data integration, or run an existing integration.

Key Resources

New Rest APIS for Oracle Financial Consolidation And Close

You can now use REST APIs to retrieve journals and journal details, and perform other journal actions.

You can perform these actions:

  • Retrieve Journals
  • Retrieve Journal Details
  • Submit, Approve, Post, Unpost, and Reject Journals
  • Update Journal Periods (open or close periods)

Key Resources

Support for Additional Functions in Configurable Calculations and On-Demand Rules

Additional Essbase functions are now supported in both Configurable Calculations and in On-Demand rules.

These additional functions are now supported:

  • @MIN
  • @ANCEST
  • @ILANCESTORS
  • @INTERSECT
  • @ISIBLINGS
  • @MERGE
  • @CREATEBLOCK

Key Resources

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.

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.

Setting the Data Collection Period

In Supplemental Data, when setting the Data Collection Period (DCP), the Start, End, and Close dates must be inside the valid range.

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

NEW VIDEOS

This video shows the highlights of Oracle Enterprise Performance Management (EPM) Cloud and the business processes that are included.

This video shows the highlights of Narrative Reporting in EPM Cloud.

In this video, identity domain administrators learn how to create users and assign roles for Narrative Reporting.

In this video, you learn how a report administrator creates a note template, inserts it into a report, and defines the POV, initial text and formatting.

In this video, you learn how a user with the appropriate permissions selects a POV in a report, runs the report in HTML, and enters formatted text to create a note.

  • Learning Paths - By viewing these learning path links, you can get complete hands-on example of how to design and view reports in Management Reporting. Learning Paths are now available on the Oracle Enterprise Performance Reporting Cloud Help Center.

Working with Books

Books provide the ability to group together one or more Management Reporting reports, Books, and other documents, to generate a single PDF output. You can optionally include a customizable Table of Contents (TOC), using a Word document with a TOC definition inserted, and common margins, page headers and footers.

Reports can be run for multiple member selections. For example, you can run one or more reports for several Departments or Entities. You can insert Sections to loop through multiple reports and member selections. Sections can also be used to group reports at one level for TOC display.

High level features include:

  • You can insert Management Reporting reports, other Books, Word and PDF documents into the Book. Word and PDF documents need to be uploaded to the Library, they cannot be inserted from a local file system.
  • You can customize the Table of Contents formatting and layout, as well as the information displayed for each document in the Book.
  • You can select Point of View (POV) members to cascade for each report or section.
  • You can select the POV at the time of executing the Book.
  • You can create multiple levels of Sections that can be utilized to cascade at different hierarchy levels and dimension selections.
  • You can use Page Setup feature to define page numbers, margins and header and footer.

When creating a book, you need to remember following points:

  • In first release, Books feature is limited to one data source per Book.
  • You must set the Prompts from the Book Designer. While running the Book, you cannot attempt to change Prompts.
  • When you add a PDF or Microsoft Word file to a book, then user POV bar is not displayed for such document.

Key Resources

Management Report Grid Row Rendering in Report Package Embedded Content

To address an issue with separator rows in a Management Reporting (MR) grid inserted into a doclet rendering as blank rows, starting in the 19.10 release, the grid rendering behavior will be changed.

In the current releases, the design-time specified grid row height is not used when embedding an MR grid in a doclet. Instead the grid preview row height is being used.

In the 19.10 release, the design-time specified grid row height will be used instead.  You need to be aware that this may change the display of existing MR grid embedded in report package doclets.

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 CHANGES

Enterprise Data Management Cloud will now 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.

NARRATIVE REPORTING CHANGES

Current non-conforming Narrative Reporting predefined roles will be deleted; users assigned to those roles will 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.

Report Package Doclet Version Limit

In upcoming releases, the Report Package will introduce a new property which will limit the number of prior Doclet versions retained within the service. With the new versions of the Doclet files are created at Check-In, the service will automatically delete the oldest version of files, when the Doclet version limit is reached.

For example, if a Doclet has 20 prior versions within the service with Version 1 being the oldest and Version 20 being the most current. While checking in the Doclet, a new Version 21 will be added, and the older Version 1 will be deleted.

This new version limit property will be applicable to all new Report Packages with a default value of 20.  The Report Package Owner will be able to set the Report Package Doclet version limit by selecting from a pre-defined list of values.

NOTE: Any existing Report Packages within the service will have the limit automatically set to 500 to prevent any impact on reports currently under development.

Considerations

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.

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.

  • If a Service Administrator creates a user and did not assign any role to that user. If the newly created user tries to login to the application, then an error message is displayed, “You have been authenticated but you do not have access to Enterprise Performance Reporting Cloud Service. Contact your Service Administrator.

  • 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.

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.

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

New Video

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

Learn how to manage time periods to include the detail required by financial models. You can combine periods of years, weeks, months, quarters, and halves for historical and forecast data. You can create period-to-date, trailing periods, deal periods, and sub-periods.

Updates to the Data Maps Listing

The data maps listing has been updated with new Search, Filter, and Sort options.

Key Resources

Reporting Currency Cells Are Now Read-Only In Simplified Multicurrency Applications

NOTE: After additional testing, Oracle has decided to temporarily remove this feature from 19.10 environments through a weekly patch. The Administering Planning guide will not be updated to remove references to this feature.

In simplified multiple currency applications, reporting currency cells are now read-only.

Key Resources

Upcoming Changes

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.

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.

Profitability and Cost Management

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

Configurable TAR Automation Report

Companies that have a different general Ledger account structure than the out-of-the-box Tax Reporting accounts can now configure the TAR.Automation report to:

  • Add G/L account columns to be consistent with the company`s General Ledger Chart of Accounts
  • Add Movement member rows to map the data to the columns, and provide a breakdown of the composite details for each Movement total.

Key Resources

Tax Automation by Multi-GAAP

The Tax Automation form has been updated to enable you to create Tax Automation rules to support Sources and Targets for the Multi-GAAP dimension. The rules can be created for Global, Domicile and Entity Rules, for both National and Regional processes.

Key Resources

Increased Character Limit for Task Manager Messages

When you view Tasks from the Tasks card, the messages within a task can now display up to 3000 characters.

Key Resources

Task Manager Schedule Status Displayed on Tasks

In Task Manager, the schedule status is now displayed on the Task Properties tab under the schedule name.

Key Resources

Upcoming Changes

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.

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 and html.

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

Errors When Importing Accounting

Sometimes when importing an account, error messages may be generated because there are several accounts that reference an intercompany account in the Plug Account column but that account has yet to be encountered in the account file.

Workaround: Try to reimport the account.

Migrating a Snapshot from an Existing Tax Reporting Cloud Application to the Next Level Enterprise Performance Management Cloud Service

You cannot directly migrate a snapshot from the current release of Oracle Tax Reporting Cloud (for example, 19.08) into the next release of Enterprise Performance Management Cloud Service (release 19.09) to create a Tax Reporting business process.

To work around this issue, first upgrade your existing application to the next release of Oracle Tax Reporting Cloud (for example, from release 19.08 to 19.09), and then migrate the updated Tax Reporting snapshot (release 19.09) to  the same release of  Oracle Enterprise Performance Management Tax Reporting business process.