September 2023 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
12 SEP 2023	EPM Cloud Platform, Enterprise Journals	Activity Report Enhanced with Enterprise Journal Runtime Metrics	Updated document. Renamed and moved feature from Account Reconciliation.
24 AUG 2023			Created initial document.

Overview

HAVE AN IDEA?

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

GIVE US FEEDBACK

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

DISCLAIMER

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

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

Feature Summary

Enterprise Performance Management

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, September 1, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, September 15, 2023.

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, September 1, 2023.

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

Helpful Information

Documentation Updates Available One Week After Readiness Documents

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

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

Fixed Issues and Considerations

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

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

This provides visibility into EPM Cloud release contents.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.

Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Create and Run an EPM Center of Excellence

A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.

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

Learn more:

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

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

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

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

Join Oracle Cloud Customer Connect

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

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

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

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

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

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

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

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

Follow Us on Social Media

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

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

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

Oracle Cloud Readiness App

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

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

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

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

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

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

EPM Cloud Platform

Videos & Tutorials

New Tutorial

A new tutorial is available:

Setting Up Security in Cloud EPM Business Processes

This tutorial describes the layers of security in Cloud EPM business processes and shows you how to manage security using Access Control and access permissions.

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

Cloud Customer Connect

Enterprise Performance Management Resource Center on Cloud Customer Connect

We are pleased to announce the new Enterprise Performance Management Resource Center on Cloud Customer Connect. This resource center provides a dedicated location for community members to find useful information on all things EPM.  As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.

The Enterprise Performance Management Resource Center is part of the new ERP Resource Center on Cloud Customer Connect.

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

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

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

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: Using the new Enterprise Performance Management Resource Center ensures quick access to important product announcements, best practices, known issues, training highlights, and more.

Steps to Enable

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

Key Resources

• Enterprise Performance Management Resource Center on Cloud Customer Connect

Center of Excellence

New Resources for Your EPM Center of Excellence

To help you make the most of EPM Cloud, we've provided valuable new resources in the EPM Center of Excellence (CoE). You also have access to this webinar: Planning Your Success with EPM Center of Excellence.

You also have a dedicated Oracle web page for the EPM CoE where you can find blogs, videos, and documentation. You can click Contact Us if you have questions or if you'd like help with starting your own EPM Center of Excellence.

A CoE is a best practice for Cloud EPM. An EPM CoE is a unified effort to ensure adoption and best practices. It promotes the most effective use of Cloud EPM and helps you deliver better business results.

Learn more:

• Use the checklist to create an EPM CoE.
• Understand the benefits and value proposition of a CoE.
• Build your business strategy.
• Go to the Oracle EPM Center of Excellence web page.

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

Tips And Considerations

• Visit the Oracle EPM Center of Excellence page to access blogs, documentation, and videos. Click Contact Us to get answers to your questions or if you'd like help with starting your own EPM Center of Excellence.

• Use the EPM CoE checklist to get started.

Key Resources

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

• Watch the videos: Overview: EPM Center of Excellence and Creating an EPM Center of Excellence

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

• Learn more and contact us on the Oracle EPM Center of Excellence web page

OCI Migration

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer

One of Oracle's latest advancements, Oracle Cloud Infrastructure (OCI) is the foundation of Oracle's second generation cloud. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. Oracle's data centers around the globe are standardizing on the new OCI architecture which will deliver even greater performance and reliability. There are a lot of EPM Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Oracle will migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.

Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule. Follow the instructions in the notification.

For customers whose environments were included in Wave 6 (June 2023 Migration Notification): The migration of application data and users from Classic to OCI environments and the DNS configuration change to route the existing Classic service URLs to OCI environments will occur in the 23.09 (September) monthly update. If you prefer not to have the migration take place in the 23.09  monthly update, please run the skipUpdate EPM Automate command to skip the 23.09 update.

• All Classic environments in the Amsterdam (EM2) Data Center must be migrated by Wave 6. If your environment in Amsterdam Data Center is scheduled to be migrated in Wave 6, you can skip the migration for up to one month only.

• If your environments are included in Wave 7 (July 2023 Migration Notification), you must already have received your OCI environments. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
  • Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• If your environments are included in Wave 8 (August 2023 Migration Notification), you will receive your OCI environments in September 2023. Because your OCI environments may be provisioned at different times, you may not receive notification emails for all the environments at the same time.

• By Wave 8, you must have received notifications for all Classic Commercial environments that were not scheduled for migration in earlier waves or migrated through the Customer-Managed Migration option.

For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in Oracle Enterprise Performance Management Cloud Operations Guide.

Oracle is no longer accepting any service request for Customer-Managed Migration, and expects all Customer-Managed Migrations to finish by these deadlines:

• Amsterdam (EM2) Data Center: Finish migration by the end of October 2023. Oracle will terminate Classic environments in the Amsterdam (EM2) Data Center in November 2023.

• All other data centers: Finish migration by the end of November 2023. Oracle will terminate Classic environments in other data centers in December 2023.

NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.

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

Steps to Enable

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

Key Resources

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

• Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

EPM Automate

getEssbaseQryGovExecTime and setEssbaseQryGovExecTime Commands

The new version of EPM Automate introduces the getEssbaseQryGovExecTime and setEssbaseQryGovExecTime commands.

getEssbaseQryGovExecTime Command

This command retrieves the maximum amount of time, in seconds, that an Essbase query can run to retrieve and deliver information before the query is terminated.

setEssbaseQryGovExecTime Command

This command sets the maximum amount of time, in seconds, that an Essbase query can run to retrieve and deliver information before the query is terminated.

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

Business Benefit: These commands help you fine-tune the time allocated for running Essbase queries to avoid them being terminated.

Key Resources

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

REST APIs

REST APIS to Get and Set Essbase Query Governor Execution Time

Two new REST APIs are available to get and set the Essbase Query Governor Execution time.

• Get Essbase Query Governor Execution Time returns the Essbase Query Governor Execution Time (maximum number of seconds that a query can run before Essbase Server terminates it) of all the Essbase cubes.

• Set Essbase Query Governor Execution Time sets the Essbase Query Governor Execution Time (maximum number of seconds that a query can run before Essbase Server terminates it) for all the Essbase 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 REST APIs help you fine-tune the time allocated for running Essbase queries to avoid their termination.

Key Resources

• Rest API for Oracle Enterprise Performance Management Cloud
  • Get Essbase Query Governor Execution Time
  • Set Essbase Query Governor Execution Time

Access Requirements

• Service Administrator

Groovy Rules

Groovy Feature to Run a Scenario Rollup in an Application That Has Strategic Modeling Enabled

You can now use EPM Groovy rules to run a Scenario Rollup in an application that has Strategic Modeling enabled. The instance of the ScenarioRollup class can be used to perform multiple operations on a Scenario Rollup along with the passed model as selected model.

Operations supported by this object include the following:

• Add a new root business case
• Remove an existing root business case
• Verify whether a business case is available
• Obtain a list of all defined business cases
• Obtain a list of all leaf node scenarios
• Add a business case to the execute list
• Execute a scenario rollup with selected business cases

For details and examples, see ScenarioRollup in EPM Cloud Groovy Rules Java API Reference.

Applies to: Planning, Planning Modules

Business Benefit: Using Groovy rules gives you flexibility and allows you to automate running the scenario rollup.

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.

• To get started quickly using Groovy examples, click the examples link under Example Groovy Scripts in EPM Groovy Rules Java API Reference.

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
• About Strategic Modeling in Administering Planning
• Creating and Running Scenario Rollups in Working with Planning

Access Requirements

• Calculation Manager Business Rule Designer

Smart View

Updated EPM Books Extension for Smart View

An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and bug fixes.

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

Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and defect fixes.

Steps to Enable

To take advantage of the features, improvements, and defect fixes in the EPM Books extension:

From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.

Select your business process instance, then follow the prompts.

Key Resources

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

Access Control

Export Groups to CSV Functionality in Access Control

Service Administrators and Access Control Managers can now export all EPM Cloud Group names and descriptions to a Groups.csv file using the Export to CSV button in Manage Groups tab of Access Control. The Export to CSV button is disabled if there is no group in Access Control to export.

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: You can now export and review group information using Groups.csv file.

Key Resources

• Exporting EPM Cloud Groups to a CSV File in Administering Access Control for Oracle Enterprise Performance Management Cloud

Data Integration

New Locations Page in Data Integration

A Location page is now available in Data Integration. Customers can view available locations and optionally delete any unused locations.

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

The Locations page can be accessed by selecting Locations from the Action menu.

On the Locations page, you can view all available locations.

Image Shows The Locations Page.

Business Benefit: Customers can view location detail such as the import format, or the source and target for the location.  Additionally, customers can delete unused locations on the Locations page.

Key Resources

• Viewing Locations in Administering Data Integration for Oracle Enterprise Performance Management Cloud

System Settings Supported in Data Integration

Predefined system-level options can now be set in Data Integration. You can set, update and clear values that apply to the entire system.

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

System-level options can be accessed by selecting System Settings from the Action menu.

On the System Settings page, select the option to add or change.

Image Shows The System Settings Page.

Application-level settings and User-level settings can only be set in Data Management.

Business Benefit: You can set system-level values on the fly to accommodate various business needs in Data Integration. Previously system-level options could only be specified in Data Management.

Key Resources

• System Settings in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Announcement: Data Management Feature Migration to Data Integration

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

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

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

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

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

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

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

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

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

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

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

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

Business Benefit: Data Integration is the next generation of the Data Management user interface. It enables users to build and manage EPM Cloud integrations more easily.

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud

Data Integration Pipeline

New File Operations Job Type in Pipeline

The new File Operations job type in the Pipeline enables you to run the following operations at run time:

• Copy a file.
• Move a file.
• Unzip a file.

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

All file operations enable you to specify the source directory, source file name, target directory and target file name (not required for an unzip file operation).

Business Benefit: The File Operations job type enables customer to copy, move, and unzip a file at runtime.

Key Resources

• Using a File Operations Job Type in Administering Data Integration for Oracle Enterprise Performance Management Cloud

New Continue and Stop Pipeline Execution Options

When running a Pipeline, you now have options to continue or stop the processing of a stage when a step in a stage fails.

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

Use the “On Success” option to continue processing a stage when steps in the Pipeline definition are executed successfully. You can also skip a stage in the case where you want to bypass a stage that is only executed on failure, and proceed to the following stage.

Use the On Failure option to continue or stop processing a stage when a step in a stage fails. You can either continue processing the subsequent steps in the stage or stop processing the current stage, and skip to perform any cleanup step.

Business Benefit: The new On Success and On Failure options provide you with a way to stop processing when a step in a a stage fails or continue to the next stage.

Key Resources

• Pipeline Process Description in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Support for Passing Substitution Variable as Input Parameter in Pipeline Variables

You can now use a substitution variable as an input value in Pipeline Variables. The substitution variable must be defined for all cubes to be used as an input value.

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

Business Benefit: In prior updates, variables in a Month#Year format were supported for data loads only. In this update, you can use a single substitution variable as an input for all pipelines.

Key Resources

• Adding a Substitution Variable as an Input Parameter in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Forms, Reports, Dashboards, Infolets

Copy URL Option Now Available for Non-Administrative Users

The Copy URL option, formerly only available to Service Administrators, is now available to all users so that direct URLs to artifacts can be shared.

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

Use the Copy URL option on the artifact listing page to copy the unique URL for the following artifacts in your EPM Cloud business process:

• Dashboards
• Forms
• Infolets
• Reports

For example, the primary report builders in your organization might be non-administrative users. These users can create and modify reports. Now they can then use the Copy URL option to share reports with other users by providing them with a direct URL link. Sharing direct URLs is an easier and simpler approach than having other users log in, navigate to reports, and then search for the correct report.

To copy the unique URL for an EPM Cloud artifact, open the listing page for the artifact, click the Actions icon (...) next to the artifact, and then select Copy URL.

NOTE: Only users with access to the targeted artifact can perform actions on it.

Reports Listing Page Showing the Copy URL Option Under Actions

Business Benefit: Allowing all users to use the Copy URL option to share a direct URL link to a report, dashboard, form, or infolet, provides a better user experience.

Key Resources

• Enterprise Profitability and Cost Management
  • Administering and Working with Enterprise Profitability and Cost Management
    • Copying Individual URLs

• Financial Consolidation and Close
  • Working with Financial Consolidation and Close
    • Copying Individual URLs

• FreeForm
  • Working with FreeForm
    • Copying Individual URLs

• Planning and Planning Modules
  • Working with Planning
    • Copying Individual URLs

• Tax Reporting
  • Working with Tax Reporting
    • Copying Individual URLs

Enterprise Journals

Activity Report Enhanced with Enterprise Journal Runtime Metrics

The Activity Report now includes the Enterprise Journal Runtime Metrics table.

Applies to: Financial Consolidation and Close, Account Reconciliation

Business Benefit: You can now use the Enterprise Journal Runtime Metrics to learn more about the journal records of the application.

Key Resources

• Enterprise Journal Runtime Metrics in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Task Manager

View Ever Been Late Tasks

Task Manager is enhanced with a new task system attribute called Ever Been Late, which automatically updates to indicate if the task has ever missed a scheduled due date within its workflow. This new attribute allows you to easily identify any task, which missed one or more of its scheduled due dates. Even if the task is currently not late but if the Assignee or any Approver has ever been late with their workflow, then the Ever Been Late attribute is set to Yes.

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

Business Benefit: The Ever Been Late attribute allows you better visibility into task execution by easily identifying the tasks which missed scheduled due dates.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Managing Tasks

• Tax Reporting
  • Administering Tax Reporting
    • Managing Tasks

• Planning
  • Administering Planning
    • Managing Tasks

Account Reconciliation

New Videos

New videos are available.

Using Chart View in Account Reconciliation

Learn how to create charts by using Chart View to visually analyze reconciliations. You learn how different chart types help illustrate trends and tendencies and highlight differences and improvements.

Working with Custom Dashboards in Account Reconciliation

Custom dashboards provide greater visibility into your reconciliation process. Learn how to create a custom dashboard using a Combination chart, a Dual Y-axis chart, a Pie chart, and a Burndown chart.

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

Exporting and Importing Individual Artifacts

Certain artifact values may now be migrated individually or in total by artifact instead of migrating the entire environment at once. Artifacts exported in this way may also be imported into an environment on a previous version.  This will allow, for example, artifacts to be moved from Test to Production when Test has been upgraded before Production. For a complete list of the artifacts supported and whether they can be exported individually or in total by artifact please see the documentation.

Business Benefit: This feature enables Service Administrators to migrate individual artifacts across different environments, instead of a full environment export and import.

Key Resources

• Migrating Individual Account Reconciliation Artifacts in Administering Account Reconciliation

Support for Importing Transactions Into a Match Type in Parallel Mode

More than one Import Transactions job can be run in parallel for a single match type, except when other jobs like Automatch are being performed for that match type.

Business Benefit: This feature enables faster import of transactions for a match type.

Key Resources

• Importing Pre-mapped Transactions for Transaction Matching in Administering Account Reconciliation

New Profile Property Purged Through Date

For Transaction Matching profiles that are integrated with Reconciliation Compliance, a new property called Purge Through Date is recorded when transactions are purged. The Purge Through Date is the latest period end date prior to which the transactions have been purged. Further validation has been added to prevent the unmatching or deletion of an in-transit match that can cause reconciliation balances to be recalculated for the period where previously matched transactions were purged. This is done by comparing the lowest Accounting Date of transactions involved in the match with the Purged Through Date. Purged Through Date, is displayed as part of the profile’s properties in the Matching dialog.

Business Benefit: This feature ensures that the integrity of reconciliations is maintained when matched transactions are purged.

Key Resources

• Overview Tab in Reconciling Accounts with Account Reconciliation
• About Working with Manual Matches in Reconciling Accounts with Account Reconciliation

Enterprise Data Management

New and Updated Videos

An updated video is available:

Overview: Understanding Requests in Enterprise Data Management Cloud

This overview provides a high-level look at using requests to make changes to data in Enterprise Data Management Cloud.

A new video is available:

Working with Time Labeled Viewpoints

Learn how to use time labeled viewpoints to access data in a node set from a historical point in time to assist in comparing, reporting, and analyzing data.

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

Additional Methods and Enhanced Null Handling in Expressions

New methods have been added to compare Date and Timestamp values and to join multiple Boolean terms in an expression. A Null object is also available to enable null values to be returned for non-String data types (such as Integer or Float) as well as allow for easy evaluation of null values in an expression.

The following comparison methods are available for Date and Timestamp data types:

• BeforeOrEqual
• AfterOrEqual

The following join methods are available for Boolean data types:

• And
• Or

Business Benefit: The additional methods and Null object can simplify expression logic resulting in quicker setup and easier maintenance.

Key Resources

• Date and Timestamp Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
• Boolean Data Type in Administering and Working with Oracle Enterprise Data Management Cloud

Compare Profiles Using Different Hierarchies from Same Viewpoint

Compare profiles can be defined using two different hierarchies in the same viewpoint to facilitate recurring comparisons and reconciliation of those hierarchies. When creating a compare profile for a view, the same viewpoint can be selected for both the From Viewpoint and To Viewpoint. In the compare profile inspector, two different top nodes from that same viewpoint can be selected for the From Node and To Node of the compare. When the compare profile is run, a duplicate tab for the viewpoint is added to the view and displayed in the side by side layout.

Business Benefit: For a viewpoint which has multiple hierarchies with shared nodes that need to be aligned, a compare profile provides an easy way to compare those hierarchies on a repeated basis.

Key Resources

• Creating, Editing, and Deleting Compare Profiles in Administering and Working with Oracle Enterprise Data Management Cloud

Configurable Severity for Custom Validations

Custom validations provide some severity options to control whether a business rule is enforced as a warning or error in each request workflow stage. Warning validations identify data issues to users but allow requests to proceed to the next stage. Error validations identify data issues and prevent the request from proceeding until resolved. A custom validation can also be ignored for a particular workflow stage.

Business Benefit: The configurable severity of a validation allows business rules to be deferred to a later workflow stage or to provide a warning but not restrict submission or approval of a request.

Key Resources

• Understanding Validation Severity in Administering and Working with Oracle Enterprise Data Management Cloud

Copy an Application

Application owners and service administrators can copy an application to create a new application of the same type with the same configuration as the original. When an application is copied, all metadata within the original application is copied to the new application including dimensions, data chains, validations, policies, and subscriptions. Viewpoints are copied for views in which the user is an Owner. Data is not copied but can be separately transferred across applications if necessary using an export/import process.

Business Benefit: Copying an application provides an efficient way to create a similar application instead of starting with a blank application.

Key Resources

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

Copy an Extract Across Dimensions

Viewpoint extracts can be copied to a different dimension of the same application or to a different application of the same type. A Copy menu item is available in the Actions menu on the Extracts tab of the Dimension inspector to perform the copy.

Business Benefit: This feature allows for easy creation of multiple extracts across dimensions which use similar columns and formatting options but may have different filters.

Key Resources

• Creating, Copying, Promoting, and Deleting Extracts in Administering and Working with Oracle Enterprise Data Management Cloud

Custom Validations for Applications and Dimensions

Custom validations can be defined at the application or dimension level. In previous releases, custom validations were only defined at the node type or hierarchy set level. Validations for an application are configured in the Application inspector and validations for a dimension are configured in the Dimension inspector. When a request or viewpoint is validated, custom validations from all four levels (application, dimension, node type, hierarchy set) are run for each node.

Business Benefit: A business rule can be consistently enforced for an entire application or dimension without having to define the same validation for each node type or hierarchy set.

Key Resources

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

Exclude Moves Option for Incremental Extracts

When incremental extracts are configured to include Adds and Deletes, nodes which are moved in a hierarchy viewpoint are also included in the extract output because new relationships are added and old relationships are deleted. Incremental extracts now provide an option to Exclude Moves From Adds and Deletes. This extract option will not output records for nodes which are moved in a hierarchy viewpoint when only Adds and Deletes are included.

Business Benefit: Some incremental extracts for hierarchy viewpoints need to only include nodes which were added or deleted, but not moved.

Key Resources

• Specifying Incremental Options in Administering and Working with Oracle Enterprise Data Management Cloud

Generational Extracts for Viewpoints

Generational extracts enable hierarchy relationships to be output as separate extract columns instead of using a parent/child format. These extracts can output hierarchy relationships in separate columns ordered from top-down or bottom-up. Different properties can be extracted for bottom nodes vs. ancestor nodes. Repeat options can be configured to output a consistent number of columns for unbalanced hierarchies that have branches of varying depths.

Business Benefit: Downstream applications such as data marts/warehouses and certain user reports often need hierarchy information in a denormalized, generational format. This format allows for easy filtering and grouping of bottom level records based on ancestor column values.

Key Resources

• Understanding Extract Types in Administering and Working with Oracle Enterprise Data Management Cloud

Improved Column Reordering for Viewpoint Extracts

When editing viewpoint extracts, extract columns can be reordered in a drag and drop fashion. The drag and drop option is available in addition to the First/Up/Down/Last action menu items which were previously available.

Business Benefit: This feature provides a way to easily add a new extract column in a particular position or rearrange multiple columns in an extract.

Key Resources

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

Improved Download for Large Validation Result Set

During viewpoint validation, a limited set of results are displayed in the user interface (maximum 1000 nodes). To access all validation results, you can download the validation results to a file.

Business Benefit: Additional validation results are available in the user interface, and results beyond the maximum threshold are accessible in the downloaded file.

Key Resources

• Validating a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud

Load and Download Node Type Permissions from/to Files

Permissions and data access for users and groups of a node type can be loaded from the file as an alternative to manual configuration in the Node Type inspector. Existing permissions and data access for a node type can be downloaded to a file to modify and reload or use for offline reference. The file format includes the permissions granted for each user/group as well as the node actions which can be performed and the properties which are displayed and editable.

Business Benefit: In situations where a large number of users are granted permissions and data access at the node type level, this feature enables a more efficient way to do that by loading the permission information from a file.

Key Resources

• Uploading and Downloading Permissions from a File in Administering and Working with Oracle Enterprise Data Management Cloud

LoadViewpoint EPM Automate Command

The new version of EPM Automate introduces the loadViewpoint command, which loads data into viewpoints of an Enterprise Data Management dimension.  The viewpoint load can be run in Merge or Replace mode. The viewpoint load file can be a CSV, Excel (XLSX) or a ZIP file containing one CSV or XLSX file. Use the uploadFile command to upload the viewpoint load file to the staging area, and then the loadViewpoint command to load the data into Enterprise Data Management.

Business Benefit: This command facilitates the loading of data into viewpoints for an Enterprise Data Management dimension.

Key Resources

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

Load Viewpoint in Replace Mode for Portion of Hierarchy Set

When loading a viewpoint in Replace mode, only the hierarchy relationships under the existing top nodes in the viewpoint are replaced. Relationships for other top nodes in the hiearchy set which are not in the current viewpoint remain as-is. In previous releases, relationships for the entire hierarchy set of a viewpoint were replaced during viewpoint load.

Business Benefit: With this enhancement, other viewpoints which share the same hierarchy set but use different top nodes are not negatively affected by the viewpoint load in Replace mode.

Key Resources

• Working with Viewpoint Loads in Administering and Working with Oracle Enterprise Data Management Cloud

Manage Mappings for a Chart of Accounts Redesign

Enterprise Data Management provides several new configuration options to support a chart of accounts redesign initiative when transitioning from a legacy accounting system. These options include:

• A Legacy GL node type class is available to manage the chart of account values from the source general ledger system which need to be mapped to the new chart of accounts. Nodes in a Legacy GL node type have limited properties which cannot be customized and are not counted towards one’s subscription record count.

• Legacy GL nodes can be imported into their own application or loaded into an unbound dimension of the target application within Enterprise Data Management. From there, the Legacy GL nodes can be manually inserted into a mapping viewpoint or auto-inserted using a subscription request.

• Map bindings can be created for dimensions of a Financials Cloud General Ledger application to set up viewpoints used to manage the chart of accounts mappings as well as export or extract the mappings.

Business Benefit: Organizations who are redesigning their chart of accounts as part of migrating from a legacy system need a way to reconcile and map values from the source chart to their corresponding values in the target chart of accounts. Unless they plan to coexist these systems, legacy GL nodes are required primarily to map into the target cloud GL. With the introduction of the Legacy GL node type class, one no longer has to concern oneself with accounting for these nodes to map one’s transformation.

Key Resources

• Working with Node Types in Administering and Working with Oracle Enterprise Data Management Cloud
• Understanding Bindings and Bound Data Objects in Administering and Working with Oracle Enterprise Data Management Cloud

Notify Collaborators of Subscription Requests

For subscriptions which are configured with the Collaborate option, alternate assignees are invited as collaborators to the subscription requests. Email notifications are now sent to the collaborators to make them aware of the subscription requests so those users can contribute if necessary.

Business Benefit: In some cases, multiple contributors may need to be involved in a subscription request. This feature enables you to notify the collaborators immediately and allows them to respond in a more timely manner.

Key Resources

• Subscription Notifications in Administering and Working with Oracle Enterprise Data Management Cloud

Policy Execution Plan

The Policy Execution Plan enables users to visualize the workflow policies and stages that are applicable to a given request. For draft requests, you can identify the policies which will be in effect once the request is submitted. For in-flight requests, the execution plan identifies the current stage along which policies have been fulfilled, are in progress, or will apply in a later stage. For closed requests, the plan includes the policies that were fulfilled or were incomplete. The policy execution plan is available from the Policies tab of the Request inspector.

Business Benefit: This feature enables users who submit requests to easily understand the workflow process necessary to complete a request. Data managers may use the policy plan to determine where a request is in the workflow process and which policies are remaining. Owners can use the plan to appropriately configure workflows for particular types of requests.

Key Resources

• Policy Execution Plan in Administering and Working with Oracle Enterprise Data Management Cloud

Private and Public Queries for Viewpoints

Queries for viewpoints can be saved to allow for reuse at a later time. Users with Participant (Read) access or greater can create Private queries for their own personal use. View owners with Data Manager permission or greater can promote a private query to a Public query to share the query with all users of the viewpoint. Saved queries can be run frequently and their results downloaded to a file for offline reference or sharing. Private and public queries can be modified, copied, and deleted as necessary.

Business Benefit: Saved queries enable users to perform recurring analyses on viewpoint data in fast and easy manner.

Key Resources

• Querying a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud

REST API Enhancements

The Enterprise Data Management REST API provides new endpoints for the following operations:

• Query a viewpoint and write the results to a file
• Compare viewpoints and write the results to a file
• Get extracts and update the connection details of an extract

For dimension exports to connected Financial Cloud General Ledger applications, the response for the Get Job Results API endpoint now includes additional information for any integration tasks performed after export.

Business Benefit: Queries and compares can be run in an automated fashion and the results sent to users for reporting purposes. Connection details for extracts can be updated by an automated process after importing a template in cases where the connection details should be different between the source and target environments. Integration tasks in Financials Cloud which are triggered from an Enterprise Data Management export process can be monitored by an external program.

Key Resources

• Query a viewpoint and write the results to a file in REST API for Oracle Enterprise Data Management Cloud Service
• Compare viewpoints and write results to file in REST API for Oracle Enterprise Data Management Cloud Service
• Get Viewpoint Extracts in REST API for Oracle Enterprise Data Management Cloud Service
• Update global connection for an extract in REST API for Oracle Enterprise Data Management Cloud Service
• Get the result body of the job run with the given id in REST API for Oracle Enterprise Data Management Cloud Service

Send Notifications for Invalid Policies and Subscriptions

Policies and subscriptions may become invalid in rare situations when users, groups, or nodes referenced in the policy/subscription are deleted. This may result in a policy with no users/groups, or a subscription with no assignee or a missing top node filter. Email notifications are sent to Owners and Metadata Managers when a request encounters an invalid policy or subscription. This allows them to edit the policy or subscription and resolve the configuration issue.

Business Benefit: In exceptional cases when a configuration change results in an invalid policy or subscription, this feature enables users to be notified so they can resolve the issue.

Key Resources

• Subscription Notifications in Administering and Working with Oracle Enterprise Data Management Cloud
• Workflow Notifications in Administering and Working with Oracle Enterprise Data Management Cloud

Skipped Rows and Downloaded Indicators for Request Attachments

Request attachments which resulted from a request item file load have additional indicators to identify the number of skipped rows and whether the attachment has been downloaded for review by a user. The Skipped Rows and Downloaded indicators are displayed on the Attachments tab in the Request Details pane of an open view. When a request has a file attachment with skipped rows, the submitting user of the request is directed to review the file to determine whether to take further action on the skipped rows.

Business Benefit: For requests where a file load has occurred via a subscription, there may be rows in the file which were skipped for various reasons. This feature provides warnings and indicators that enable the request assignee to identify request file attachments which should be reviewed.

Key Resources

• Reviewing Request File Attachments in Administering and Working with Oracle Enterprise Data Management Cloud

Sort By Option for Viewpoint Properties and Allowed Values

A Sort By option is available when configuring properties for a viewpoint or allowed values for a property. This option rearranges the properties or allowed values in ascending order by name.

Business Benefit: Viewpoint properties and their allowed values may be added out of order. Users can quickly sort them with this option.

Key Resources

• Configuring How a Viewpoint Displays Properties in Administering and Working with Oracle Enterprise Data Management Cloud
• Defining Allowed or Invalid Values for a Property in Administering and Working with Oracle Enterprise Data Management Cloud

System Event Audit

An audit report is available for Service Administrators to identify general events which occur in the system, when they happened, and what their status was. System events which can be audited include startup and shutdown, index refreshes, user changes, migration tasks, and template operations. The system event audit can be filtered by event type and time frame and the results can be downloaded to a file for sharing with other parties.

Business Benefit: This feature provides the ability for organizations to monitor or report on certain events which occur in the system.

Key Resources

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

Top Node Creation During Viewpoint Load

New top nodes are created when performing a load into a hierarchy viewpoint from a source file. In previous releases, the viewpoint load required top nodes to pre-exist in the viewpoint and would only load hierarchy relationships under those top nodes from the file. Top nodes are now created in the following scenarios:

• Initial load into an empty hierarchy viewpoint
• Adding a new top node to a viewpoint with one or more existing top nodes

Business Benefit: The creation of top nodes by the viewpoint load eliminates the need to predefine the top nodes in the viewpoint before the load.

Key Resources

• Running Viewpoint Loads in Administering and Working with Oracle Enterprise Data Management Cloud

Workflow Policy Order

A Policy Order can be configured for an approval, commit, or notification policy to control the order in which policies take effect in a particular workflow stage. This allows multiple policies for the same stage to be enforced in a certain order to ensure that specific users participate before other users. The policy execution plan for a request displays policies in effect and the order in which they will happen for each stage.

Business Benefit: This feature enables conditional policies or policies configured at different levels to occur in a certain order. For example, enrichment policies should take place before approval policies, or node type policies should be enforced before dimension policies.

Key Resources

• Understanding Policy Order in Administering and Working with Oracle Enterprise Data Management Cloud

Financial Consolidation and Close

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

New Tutorial

A new tutorial is available.

Entering FreeForm Data

This tutorial shows you how to enter data within the FreeForm business process.

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

Narrative Reporting

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

Planning

Enhanced Connected Planning with Sales Planning and Strategic Workforce Planning - New Application Types in Planning

Sales Planning and Strategic Workforce Planning are now available as application types in the EPM Enterprise Cloud Planning business process.

Sales Planning is a purpose-built application, which addresses specific functional needs for sales target quota and territory planning, advanced sales forecasting, and key account planning that covers sales and promotion planning. This solution helps automate the sales planning, forecasting, and reporting process and leverages emerging AI technologies to predict sales forecasts.

Strategic Workforce Planning is a purpose-built application, which addresses specific functional needs for full-time equivalent (FTE) supply and demand planning, skills assessment, and labor cost planning. This solution simplifies strategic workforce planning to align your people (employee) strategy with your business strategy to ensure you have the right people at the right cost to meet your business objectives.

Business Benefit: Previously, Sales Planning and Strategic Workforce Planning were available only as separate products---Oracle Sales Planning Cloud Service and Oracle Strategic Workforce Planning Cloud Service. With this change, these applications are now offered in EPM Enterprise Cloud licensing to enhance connected planning across Finance, Sales, HR, and other business functions.

EPM Enterprise Cloud licensing provides greater capabilities than Oracle Sales Planning Cloud Service and Oracle Strategic Workforce Planning Cloud Service: It offers the full complement of all EPM Business Processes: Planning (including Sales Planning and Strategic Workforce Planning), Financial Consolidation and Close, Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Narrative Reporting, and Tax Reporting business processes.

Additionally, EPM Enterprise Cloud is available in the European Union Restricted Access Cloud Service for EPM, which is not available for Oracle Sales Planning Cloud Service or Oracle Strategic Workforce Planning Cloud Service now.

Steps to Enable

To create a Sales Planning or Strategic Workforce Planning application:

1. From the EPM Enterprise Cloud Service landing page, click SELECT under Planning.
2. Under Create a new application, click START.
3. Enter an application name and description.
4. From the Application Type list, select Sales Planning or Strategic Workforce Planning.
5. Complete the steps in the wizard, and then click Create.
6. From the Home page, click Application and then click Configure to enable and configure the application.

Tips And Considerations

• Sales Planning and Strategic Workforce Planning are available as application types in the EPM Enterprise Cloud Service Planning business process. They are not available in EPM Standard Cloud Service.

• Sales Planning and Strategic Workforce Planning are no longer available as provider types in Connections. Instead, select Oracle Enterprise Performance Management Cloud. You can use the Oracle Enterprise Performance Management Cloud provider type to connect Sales Planning and Strategic Workforce Planning applications to Planning Modules or Custom Planning through Connections, and connect the applications using Data Integration or Data Management for data movement.

• Applications are configured with hybrid Essbase enabled.

• Enabling these new application types requires a separate instance of EPM Enterprise Cloud.

• Existing Oracle Sales Planning Cloud Service and Oracle Strategic Workforce Planning Cloud Service customers can migrate their applications to EPM Enterprise Cloud Service. For details, see:
  • Statement of Direction for Oracle Sales Planning Cloud Service (SPCS): Oracle Support Document 2963628.1 (Oracle Sales Planning Cloud Service Statement of Direction).
  • Statement of Direction for Oracle Strategic Workforce Planning Cloud Service (SWPCS): Oracle Support Document 2963631.1 (Oracle Strategic Workforce Planning Cloud Service Statement of Direction).

Key Resources

• Administering Planning
  • Creating an EPM Enterprise Cloud Service Application

• Administering Sales Planning
  • Implementation Checklist
  • Creating an Application

• Administering and Working with Strategic Workforce Planning
  • Implementation Checklist
  • Creating an Application

IPM Insights Enhancements

IPM Insights has been enhanced with the following new features:

• IPM Insights Analyzer view has a new option to highlight explainability for insights. You can also view historical data for prediction insights.
• You can now define impact magnitude thresholds by absolute value, not just by percentage.
• You can now define insights to analyze at the parent level for Period members, not just at the leaf level.

Highlighting Explainability in Analyzer View

To highlight explainability, in the Analyzer view for an insight, click  to see additional details. For each insight type, you see details including metrics and methods used in the insight, making the information about the insight more prominent. You can also click Comments to enter your comments, for example to explain a variance to a colleague.

Forecast Variance and Bias Insight Explainability Example

Additionally, for prediction insights, you have the option to view the historical data along with the prediction data. Click Show historical data (at the bottom of the Analyzer screen). The chart is updated to show historical data as well as future data.

Show historical data option

Specifying Absolute Values for Impact Magnitude Thresholds

When configuring insights, administrators can now specify absolute values (rather than only percentage values) for the impact magnitude thresholds. When insights are displayed on the Insights dashboard, this setting categorizes insights into High, Medium, and Low groups based on the absolute value or percentage impact calculated for each insight. This helps planners focus attention on the insights that have more extreme variations.

Performing Insight Analysis at Parent Levels for Period Members

You can now define insights that analyze at the parent level for Period members. Previously, you could define analyses for Period members only at the leaf level. In IPM Configuration, on the Select Calendar page, for Future Data, you can now define Future Periods that are not at the leaf  level. For example, if you have monthly data, you can perform the analysis at the quarterly level.

Business Benefit:

• Analyzer enhancements provide explainability, which provides planners more information about the insight and makes the information about the data point more prominent. The analysis is more transparent so you can trust the results. The historical data provided for prediction insights give you a more holistic view of the data.

• Impact Magnitude Thresholds help planners focus analysis on insights that have the highest priority and the most impact on the business. The ability to define the thresholds by absolute value or percentage provides more flexibility.

• Performing insight analysis at parent levels for Period members gives you more options for analysis. For example, now even if your planning data is monthly, you can perform the analysis on a quarterly basis.

Tips And Considerations

• For impact magnitude thresholds, when entering an absolute value for impact magnitude thresholds, the currency defined in the slice definition applies to the absolute value. If you have multiple currencies defined, you can’t apply an absolute value magnitude threshold; the option is not available.

• For performing analysis at parent levels, note that leaf level and middle level parent members are allowed. Top level parent members, anything directly below Period, are not supported.

• For Auto Predict, analysis must always be at the leaf level.

Key Resources

• Administering Planning
  • Configuring IPM Insights

• Working with Planning
  • Analyzing Insights
  • Impact Magnitude Thresholds

Ability to Manage Alias Tables in Planning Modules

When you enable a Planning module, alias tables are now loaded only for the default language. In previous releases, when you enabled a module, alias tables were loaded for twenty supported languages.

For new applications, after you enable a module, you can use a new option, Manage Seeded Alias Tables, to load alias tables for other languages.

For existing applications, you can remove alias tables for languages you don’t need.

To add or delete alias tables:

1. From the Navigator, under Create and Manage, click Alias Tables.
2. From the Actions menu, click Manage Seeded Alias Tables  (available after you have enabled a module).
3. Select the languages you want to load, or clear the selection for languages you want to delete and then click OK.
4. After the languages load, refresh the cube.

Business Benefit: For new applications, alias tables are now loaded only for languages you actually use. For existing applications, you can now remove alias tables for languages you don’t need.

Tips And Considerations

• You can load up to 30 alias tables in Planning Modules.

• When you incrementally enable features or new modules, alias tables are loaded for your selected languages for any new members.

• If you’ve customized any labels in an alias table, those customizations are applied to any new members added when you incrementally enable features.

• As part of this enhancement, aliases for some members for certain languages have been added. If a module is updated in the future, these aliases will be loaded. If you have any custom members with the same alias this can cause a cube refresh error. Review the list of new aliases and make any changes as needed to your custom members.

• If you are importing a snapshot to 23.09 (or later) from a release earlier than 23.08, alias tables are created but they might be empty. To resolve this issue, use the Manage Seeded Alias Tables option to add aliases for the languages you want.

Key Resources

• Administering Planning Modules
  • Managing Alias Tables
  • Updating Artifacts for All Planning Modules

Profitability and Cost Management

There are no new features in this update except for the applicable features listed in the EPM Cloud Platform section. See Oracle Support Document 2955235.1 (Oracle Profitability and Cost Management Application Type Statement of Direction)

Enterprise Profitability and Cost Management

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

Tax Reporting

Review the Important Actions and Considerations section for Audit Purge related information.

Application Recommendations

If you are a Service Administrator, you can now view recommendations for your application, such as metadata validation. The Recommendations list includes the Priority, Category, Module, Artifact, Recommendation description, and instructions on how to implement it. You can also export the list of Recommendation messages to a CSV file.

The Recommendations page has a System Rescan feature, which creates a job that runs in the background to update the database with the latest recommendations. You can view the status of the rescan job from the Job console, then click Refresh to refresh the list on the Recommendations page. The page also includes a timestamp that shows the last date and time the rescan process was run.

Business Benefit: The Recommendations messages enable you to take advantage of Tax Reporting features to optimize your application, with instructions on how to implement them. The ability to rescan and refresh the Recommendations list ensures that you are viewing the latest updates to recommendations for your application.

Key Resources

• Metadata Validation Messages and Viewing Application Recommendations in Administering Tax Reporting

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.

This update includes Important Actions and Considerations for:

• EPM Cloud Platform
• Account Reconciliation
• Financial Consolidation and Close
• Profitability and Cost Management
• Enterprise Profitability and Cost Management

EPM CLOUD PLATFORM

Change in Application Role Names

In a future update, Oracle will rename some application roles to align role names across business processes. The following application role name changes will be made:

Current Application Role Name	Proposed Application Role Name
Access Control Manager	Access Control - Manage
Ad Hoc Grid Creator	Ad Hoc - Create
Ad Hoc Read Only User	Ad Hoc - Read Only User
Ad Hoc User	Ad Hoc - User
Manage Alert Types	Alert Types - Manage
Announcements? Manage	Announcements - Manage
Manage Announcements	Announcements - Manage
Application Creator	Application - Create
Mass Allocation	Application - Mass Allocate
Approvals Administrator	Approvals - Administer
Approvals Ownership Assigner	Approvals - Assign Ownerships
Approvals Process Designer	Approvals - Design Process
Approvals Supervisor	Approvals - Supervise
Auditor	Audit
View Audit	Audit - View
Run Calculation	Calculation - Run
Delete Calculation History	Calculation History - Delete
View Calculation History	Calculation History - View
Consolidation Journals - Approve	Consolidation Journals - Approve
Consolidation Journals - Auto-Post after Approval	Consolidation Journals - Auto-Post after Approval
Consolidation Journals - Create	Consolidation Journals - Create
Consolidation Journals - Manage Periods	Consolidation Journals - Manage Periods
Consolidation Journals - Post	Consolidation Journals - Post
Consolidation Journals - Submit	Consolidation Journals - Submit
Consolidation Journals - Un-Post	Consolidation Journals - Un-Post
Reconciliation Manage Currencies	Currencies - Manage
Data Integration Administrator	Data Integration - Administrator
Create Integration	Data Integration - Create
Drill Through	Data Integration - Drill Through
Run Integration	Data Integration - Run
Manage Data Loads	Data Loads - Manage
Documents - Manage	Documents - Manage
Reconciliation View Jobs	Jobs - View
Migration Administrator	Migrations - Administer
Create Model	Model - Create
Delete Model	Model - Delete
View Model	Model - View
Task Manager - Manage Dashboards	Operational Dashboards - Manage
Task Manager - Manage Reports	Operational Reports - Manage
Manage Organizations	Organizations - Manage
Manage Periods	Periods - Manage
View Periods	Periods - View
Create POV	POV - Create
Delete POV	POV - Delete
Clear POV Data	POV Data - Clear
Copy POV Data	POV Data - Copy
Edit POV Status	POV Status - Edit
Reconciliation View Profiles	Profiles - View
Manage Profiles and Reconciliations	Profiles and Reconciliations - Manage
Create profit Curve	Profit Curve - Create
Edit Profit Curve	Profit Curve - Edit
Run Profit Curve	Profit Curve - Run
Reconciliation Manage Public Filters and Views	Public Filters and Views - Manage
Reconciliation Commentator	Reconciliation - Commentator
Reconciliation Manage Teams	Reconciliation - Manage Teams
Reconciliation Preparer	Reconciliation - Preparer
Reconciliation Reviewer	Reconciliation - Reviewer
Reconciliation Manage Reports	Reports - Manage
Create / Edit Rule	Rule - Create / Edit
Delete Rule	Rule - Delete
Run Rule Balancing	Rule Balancing - Run
Mass Edit of Rules	Rules - Mass Edit
Task List Access Manager	Task List - Manage Access
Task Manager - Approver	Task Manager - Approver
Task Manager - Assignee	Task Manager - Assignee
Task Manager - Manage Artifacts	Task Manager - Manage Artifacts
Task Manager - Manage Public Filters and Views	Task Manager - Manage Public Filters and Views
Task Manager - Manage System Services and Settings	Task Manager - Manage System Services and Settings
Task Manager - Manage Tasks	Task Manager - Manage Tasks
Task Manager - Manage Users and Teams	Task Manager - Manage Users and Teams
Task Manager - View Audit	Task Manager - View Audit
Run Trace Allocation	Trace Allocation - Run
Reconciliation Manage Users	Users - Manage
Run Validation	Validation - Run
View Creator	Views - Create

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

Plan to Discontinue Support for Non-Redwood Experience Themes

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

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

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

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

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

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

Environments that have not deployed Redwood Experience will not currently be impacted by this change. In an update planned for the second quarter of 2024, Oracle will automatically migrate these environments to use the Redwood Experience.

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

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

Many applications on the Oracle EPM Cloud Platform still support Native Smart View Ad Hoc Behavior mode apart from the Standard mode.

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

Oracle is planning to stop supporting Native mode within the next 6-12 months (March-September 2024 timeframe). Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases. Any gaps found should to be logged as an enhancement to the Standard mode. Enhancements should be logged in the Customer Connect EPM Platform idea Labs by end of November 2023, for Oracle to review.

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

Embedding Google Sheets, Google Drive Files, and Microsoft Office 365 Files in Navigation Flows

Customers can embed the third-party pages listed below in EPM Cloud Application navigation flows. Though not supported by Oracle, using instructions provided by the third-party sites, you can now embed links to these resources within navigation flow cards, tabs, and sub tabs:

• Google Sheets
• Files stored in Google Drive (for example, PDF and Excel)
• Files stored in Microsoft Office 365

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

For more information about embedding third-party pages in EPM Cloud applications, see the following documentation:

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering and Working with Enterprise Profitability and Cost Management

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Financial Consolidation and Close

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering FreeForm

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Planning

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Tax Reporting

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

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

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

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

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

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

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

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

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

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

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

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

Forms 2.0 and Dashboards 2.0

Within the next 6 months, Forms 2.0 and Dashboards 2.0 functionality will be available. Forms 2.0 and Dashboards 2.0 use Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs. To work with Forms 2.0 and Dashboards 2.0, you must enable the Redwood Experience. Forms 1.0 and 2.0 and Dashboard 1.0 and 2.0 versions will continue to coexist in the same business process at the same time.

Forms 2.0 features:

• Forms runtime-only improvements
• Usability improvements
• Better scalability and enhanced performance
• Greater consistency between Web forms and Smart View forms
• Easily switch from Forms 1.0 to Forms 2.0 and back using an application setting

Dashboards 2.0 enhancements:

• Introduces a new Grid chart type which renders Forms 2.0 inside Dashboards 2.0
• New URL and Commentary types of Dashboard objects
• Custom formatting of titles and support for background colors in URL, Commentary, and Grid objects
• New user interface for associating business rules
• Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard object
• New menu options for opening and editing forms directly from the Dashboard
• New Information icon for the Dashboard and all Dashboard objects
• Ability to easily convert 1.0 Dashboards to 2.0 individually and at the folder level on the Dashboards listing page

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

Plan to Disable the Print Option in Web Ad Hoc Grids and Forms 2.0

Starting with the November (23.11) update, we are disabling the print option within Web ad hoc grids. Forms 2.0 (to be released soon) will also not have a print option. You can use the browser's print feature or the Excel Print feature in Smart View if you require printing.

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

Removal of Support for Custom Application in Data Management

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

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

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

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

Calculation Manager Errors and Warnings Enforcement

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

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

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

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

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

Purging of Audit Information

Since the March (23.03) update, audit records older than 365 days are automatically purged. Purged audit records are not stored or accessible. As a best practice, you may want to take a backup of historical audit data. To do this, select one of the following options:

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

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

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

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

Applies to: Financial Consolidation and Close, Tax Reporting

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

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

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

Oracle Financial Reporting Statement of Direction

Please refer to the Statement of Direction for Oracle Financial Reporting:

Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)

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

For more information:

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

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

FINANCIAL CONSOLIDATION AND CLOSE

Enterprise Journal Dimension Persistence

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

FCCS_Global Assumptions Member

As of the June (23.06) update, the FCCS_Global Assumptions member and its descendants (if any), from the Entity dimension are restricted member(s) for On Demand Rules. Financial Consolidation and Close users won’t be able to use the FCCS_Global Assumptions member and its descendants (if any) as Run Time Prompts (RTPs) while running On Demand Rules.

Future Updates to Ownership Management Locking / Unlocking

Currently there is a single Process Management Approval Unit for all instances of a shared entity. As a result, when data for one instance is Locked in Process Management, all instances are Locked. The same Locking logic will apply to Ownership Management. When data is locked for an Approval Unit POV, Ownership Management settings are also locked for the same Approval Unit POV. As noted above, this link from Process Management Locking / Unlocking to Ownership Management settings can be disabled using a Substitution Variable. Note that this ability to disable the link will be temporary.

When future updates to improve Organization-by-Period functionality are made available, there will be one Process Management Approval Unit for each instance of a shared entity rather than one Approval Unit for all instances. When this is first implemented, the same Locking / Unlocking logic will apply. When the Process Management Approval Unit is locked, then both data and Ownership Management settings will be Locked, but on an instance-by-instance basis for shared entities. At this point, the link between Approval Unit Locking / Unlocking and Ownership Management settings Locking / Unlocking will no longer be able to be disabled. This is to ensure that a change in Ownership settings cannot cause Locked data to be impacted.

A further update will then be implemented to provide a little more flexibility in Locking / Unlocking Ownership Management settings. These settings will be able to be Locked before the Process Management Approval Unit for the same POV is Locked. Ownership Management settings will only be able to be Unlocked if the matching Process Management Approval Unit is unlocked. This will allow users to work on updating data without worrying about ownership settings affecting their results. Again, the link and dependency between Locking / Unlocking data and Ownership Management settings will not be able to be disabled.

Substitution Variables

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

• ReportingTransEPAEEA

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

Starting in the October (23.10) update, the default value will be set to True, and this feature will be enabled by default.

• ExtendMovementScope

When enabled, the Movement members that are created outside of the FCCS_Movements hierarchy will be included in translation and consolidation calculations.

Starting in this update, the default value will be set to True, and this feature will be enabled by default.

PROFITABILITY AND COST MANAGEMENT

Oracle Profitability and Cost Management Application Type Statement of Direction

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

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

ENTERPRISE PROFITABILITY AND COST MANAGEMENT

Calculation Performance Regression for Same As Source Different Dimension Rules

To address a performance issue, potential Sources, Destinations, and Allocations statistics are temporarily disabled for Same-as-Source-Different-Dimension (SASDD) rules only. Calculation Statistics reports will print these statistics as 0.

Purging of Old Calculation Run Records

Each calculation rule execution logs several statistics about its execution that are used to populate the Calculation Statistics Report. For models with many rules, the volume of these statistics can accumulate quickly. To maintain responsiveness in the Calculation Analysis screen where calculation runs are viewed, Enterprise Profitability and Cost Management automatically purges old calculation run records and their associated statistics when the volume of runs or statistics grows to exceed certain thresholds. If you want to retain a longer history of calculation runs, it is best practice to frequently use the Export to Excel feature in the Calculation Analysis screen to archive calculation runs.