Oracle Enterprise Performance Reporting Cloud 2018

Document History

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

Date	Update Version	Notes
29 NOV 2018	December 2018 Update	Delivered new features in December 2018 update.
25 OCT 2018	November 2018 Update	Delivered new features in November 2018 update.
27 SEP 2018	October 2018 Update	Delivered new features in October 2018 update.
30 AUG 2018	September 2018 Update	Delivered new features in September 2018 update.
26 JUL 2018	August 2018 Update	Delivered new features in August 2018 update.
28 JUN 2018	July 2018 Update	Delivered new features in July 2018 update.
24 MAY 2018	June 2018 Update	Delivered new features in June 2018 update.
26 APR 2018	May 2018 Update	Delivered new features in May 2018 update.
28 MAR 2018	April 2018 Update	Delivered new features in April 2018 update.
08 MAR 2018	March 2018 Update	Revised March 2018 update.
26 JAN 2018	February 2018 Update	Delivered new features in February 2018 update.
22 DEC 2017	January 2018 Update	Delivered new features in January 2018 update.

December 2018 Update

Revision History

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

Date	Feature	Notes
29 NOV 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, December Update

This document outlines the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 23:00 UTC (15:00 PST) on Friday, December 7, 2018 and to your production environment on Friday, December 21, 2018, also starting at 23:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on December 7, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

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

Please Join Oracle Cloud Customer Connect

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

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

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

Announcements

Setting Up Access Permissions

Using Access Control tile, the service administrator can consolidate and manage group users through an application interface.

The Service Administrator can perform the following tasks:

Manage Groups
Execute Provisioning Reports
Execute User Login Report

We no longer support “Creating Custom Roles (Groups)” within My Services. All existing custom groups created within My Services will be automatically migrated during the update to the Manage Groups tab of the Access Control tile. After updating, you must review the migrated groups and ensure that all custom groups have been successfully migrated.

Key Resources

Overview of Access Control in Administering Access Control for Oracle Enterprise Performance Management Cloud
Managing Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud
Managing Users and Roles in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Adding a Grid Title Property in Management Reports

In Management Reporting, specify a grid title to include at the top of the grid output, which can include text functions, and span across column headers. The grid title can also have formatting applied. You can also add multiple lines to the grid title by using Alt+Enter keys (Option+Enter on the Mac).

Using Shared Folder Library Location for Migration of Linked Management Reporting Reports

This feature "Shared Folder" location will provide users an easier migration process for Report Package (RP) which include Doclets with linked Management Reporting (MR) Reports. Report Package Owners can quickly update all of the Management Report doclets’ links simply by changing the Shared Folder location, rather than manually updating the links in the Doclets to the relevant Reports.

For Example. A Report Package Owner may want to update all of the Management Report Doclet links to a new location:

From: Library/Reports/Quarters/Qtr1

To: Library/Reports/Quarters/Qtr2

NOTE: The system will update all Management Report doclet links from Qtr1 to Qtr 2. Any Management Report doclets linked to other library locations will not be modified.

Key Resources

Defining Option in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud
Adding Doclets in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud
Editing Report Package Properties in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud

Context Sensitive Help

Context sensitive help is available in key areas of the User Interface. This feature will further enhance the end user experience.

Displaying the Total Page Numbers in the PDF Format of the Report Package

In a PDF-based Report Package, you can now format your header or footer with the current page number along with the total number of pages. You need to insert a text function &[Page] of &[Pages] in the Header and Footer section that displays current page number and the total number of pages in the PDF format of report package.

Key Resources

Specifying the Header, Footer, and Margins for PDF-based Report Packages in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud

Supporting Complex Tuples in Disclosure Management

Using the Disclosure Management Mapping Tool, you can define or create a tuple group and store it in the mapping repository. The main advantage of a complex tuple is that the user can organize and select choices as well as set the maximum occurrences within the tuple. Not all regulators permit the use of complex tuples.

Beyond complex tuples, for certain tuples there may be only choices or maximum occurrences required or the taxonomy might just call for a simple tuple structure.

Key Resources

Working with Complex Tuples in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud

Downloading the Arelle XBRL Application for Disclosure Management

For further cloud releases, you need to manually download the Arelle software. During the installation process, you need to create a folder, with folder name without spaces such as Arelle2018, and then point to the location in the Disclosure Management Options Dialog.

Key Resources

Downloading the Arelle XBRL Application
Setting the Disclosure Management Options in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud
Performing Administrative Tasks in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud

Defects Fixed

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

Considerations

Access Control

In Access Control, Service Administrator can manage group using “*” (asterisk) as the wildcard character to retrieve all available groups. For example, "John*" should be added to search user in the search field. However, in Oracle Enterprise Performance Reporting Cloud (EPRCS) search capability automatically display characters that are matching in the "contains” field. See Creating Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud.
In Access Control, Service Administrator can create and manage group, where as in Oracle Enterprise Performance Reporting Cloud, an Application Administrator can create and maintain all artifacts, such as applications, models, dimensions, and data grants. You may not able to view each individual Application-Level provisioning roles in Oracle Enterprise Performance Reporting Cloud. See Understanding Pre-Defined Roles in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
If a Service Administrator creates a user and did not assign any role to that user. If the newly created user tries to login to the application, then an error message is displayed, “You have been authenticated but you do not have access to Enterprise Performance Reporting Cloud Service. Contact your Service Administrator.”
In Oracle Enterprise Performance Reporting Cloud, if a user has Reports Administrator rights then the user can view the folder and can perform import or export option on that folder, else the user will not have rights to view all the folders in the library. See Understanding Pre-Defined Roles in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Key Resources

Overview of Access Control in Administering Access Control for Oracle Enterprise Performance Management Cloud

Report Packages

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

In PDF-based Report Packages, Reviewers are unable to add comments to the report content sourced from Microsoft Excel doclets. Review commenting on the Excel doclet contents will be supported within a future release.
Publishing a report package to PDF that contains embedded charts that were created in Microsoft Word results in errors.

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

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

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

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking

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

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

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

<USER_HOME>\AppData\Local\Arelle\cache

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

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

The Auto Tag process can only detect one dimension now. The dimension name should be located on the horizontal or vertical column header.
You must ensure that the document is checked-in before clicking Auto Tag. If not, the current mappings in the Review Pane may disappear.
If you are restoring a database back up from 18.08 or 18.09, then the taxonomy registrations will not be restored. All the taxonomies need to be registered again. For open taxonomies that was edited using Taxonomy Designer template, you need to publish the taxonomy and register it again. For close taxonomies, you need to download the taxonomy from the issuing jurisdiction and register it again.
Auto-Tag process will only detect Level 4 tags in tables. It will not be able to detect tags in narratives.
Document Entity Information tags, Level 3 tags should be made first before attempting Auto-Tagging.

Smart View

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

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

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

Then, follow the install instructions in “Installing the Enterprise Performance Reporting Cloud Extension” of the Oracle Smart View for Office User's Guide.
In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

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

Only for Smart View for Office with Microsoft Office 365 ProPlus

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

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

November 2018 Update

Revision History

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

Date	Feature	Notes
25 OCT 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, November Update

This document outlines the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, November 2, 2018 and to your production environment on Friday, November 16, 2018, starting at 23:00 UTC (15:00 PST). The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on November 2, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

Announcements

Adding Linked Document Files to Management Report Doclets and Reference Doclets

When inserting a Management Reporting report into a report package as a reference doclet, you have the option of linking it to the selected report in the library.

Key Resources

Previewing, Refreshing, Editing, and Replacing a Management Report in a Reference Doclet in Authoring and Approving Doclets for Oracle Enterprise Performance Reporting Cloud.
Adding Doclets in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud.

Displaying the Description Property on a Member in Management Reporting

In Management Reporting, the 'Description' property on a member can now be shown in the report using the MemberProperty text function.

Key Resources

Member Property in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud.
Differences between Financial Reporting and Management Reporting in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud.

Supporting an Email Notification on Report Package Variable Refresh

If an Author or Report Package Owner updates any variable values or deletes variables from the report package, then a notification is sent to the respective Report Package Owner or Author. The notification includes:

A summary in Messages with a link to report package.
Details in the notification email with variables and doclets affected, as well a link to report package.

Key Resources

Using Report Package Variables in Authoring and Approving Doclets for Oracle Enterprise Performance Reporting Cloud.

Supporting and Extending CIPC Taxonomy in Disclosure Management

Disclosure Management Taxonomy Designer User Interface enables you to create extension elements that are not defined in the existing base and reference taxonomies, using already defined data types. The new Taxonomy Designer User Interface helps you to create a new taxonomy for CIPC (Companies and Intellectual Property Commission South Africa), and can create new elements, these elements are stored in a User Defined Template and can be used for editing and publishing of XBRL extension taxonomies.

NOTE: Only CIPC taxonomy is supported for the current release, but going forward, all the global base taxonomies will be supported, such as ESMA, ESEF, EBA, and EIOPA taxonomies.

Key Resources

Working with Taxonomy Designer in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

New Version of Oracle Smart View for Office

Oracle Smart View for Office 11.1.2.5.810 will be available in November 2018. This version includes new features such as:

Drill-Through to Excel Sheets from EPM Cloud
Attaching Files to Cells in Forms and Ad Hoc Grids
Additional Information Added to Health Check
Support for Oracle Sales Planning Cloud

This release also fixes a number of defects.

The Smart View 11.1.2.5.810 Readme, available on the Help Center, will contain a complete list of features and defects addressed in this version. You must install this version to ensure access to the new functionalities.

Key Resources

Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Users

Defects Fixed

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

Considerations

Report Packages

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

In PDF-based Report Packages, Reviewers are unable to add comments to the report content sourced from Microsoft Excel doclets. Review commenting on the Excel doclet contents will be supported within a future release.
Publishing a report package to PDF that contains embedded charts that were created in Microsoft Word results in errors.

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

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

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking

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

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

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

<USER_HOME>\AppData\Local\Arelle\cache

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

The Auto Tag process can only detect one dimension now. The dimension name should be located on the horizontal or vertical column header.
You must ensure that the document is checked-in before clicking Auto Tag. If not, the current mappings in the Review Pane may disappear.
If you are restoring a database back up from 18.08 or 18.09, then the taxonomy registrations will not be restored. All the taxonomies need to be registered again. For open taxonomies that was edited using Taxonomy Designer template, you need to publish the taxonomy and register it again. For close taxonomies, you need to download the taxonomy from the issuing jurisdiction and register it again.
Auto-Tag process will only detect Level 4 tags in tables. It will not be able to detect tags in narratives.
Document Entity Information tags, Level 3 tags should be made first before attempting Auto-Tagging.

Smart View

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

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

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

Then, follow the install instructions in “Installing the Enterprise Performance Reporting Cloud Extension” of the Oracle Smart View for Office User's Guide.
In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

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

Only for Smart View for Office with Microsoft Office 365 ProPlus

A known issue with Microsoft Office 365 ProPlus patch 16.0.10228.20051 updated through the insider slow channel prevents the use of Smart View for Office with Microsoft Office 365. This Microsoft patch was pushed to users who signed up for monthly channel updates between June 12 and June 14, 2018.

Workaround: Do not update Microsoft Office 365 with patch 16.0.10228.20051 if you are using Smart View for Office with Microsoft Office 365 ProPlus. Instead, use Microsoft Office 365 monthly channel Version 1806 (Build 10228.20080), which contains the fix for this issue.

October 2018 Update

Revision History

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

Date	Feature	Notes
27 SEP 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, October Update

This document outlines the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, October 5, 2018 and to your production environment on Friday, October 19, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on October 5, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

Announcements

Performing Auto Tag in Disclosure Management Report

Disclosure Management Auto Tag process enables you to tag the Level 4 Table Text Block in each table report. The user must first manually tag the Document and Entity information (DEI) section which has been created in a hidden Excel document, and manually tag the targeted table in the Word document with the appropriate Level 3 table text block tag.

Key Resources

Performing Auto Tag in Disclosure Management in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

Improved Workflow for Adding a Doclet to a Report Package Structure In Smart View

In Smart View, a small change is made to the Add Doclet to Report Package dialog to improve workflow and usability. Starting with the 18.10 extension update, you simply click the Add button in the dialog to add a doclet.

You are then prompted to open the doclet for editing:

Click Yes at the prompt to close the document you just added, open the newly-added doclet, and display the Performance Reporting ribbon. Click Check Out in the ribbon and proceed with editing the doclet.
Click No at the prompt to close the document you just added. You can continue working on other task and doclets in the report package.

Key Resources

Adding Doclets to Report Package Structures in Oracle Smart View for Office User's Guide.

Defects Fixed

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

Considerations

Report Packages

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

In PDF-based Report Packages, Reviewers are unable to add comments to the report content sourced from Microsoft Excel doclets. Review commenting on the Excel doclet contents will be supported within a future release.
Publishing a report package to PDF that contains embedded charts that were created in Microsoft Word results in errors.

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

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

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking

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

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

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

<USER_HOME>\AppData\Local\Arelle\cache

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

The Auto Tag process can only detect one dimension now. The dimension name should be located on the horizontal or vertical column header.
You must ensure that the document is checked-in before clicking Auto Tag. If not, the current mappings in the Review Pane may disappear.
If you are restoring a database back up from 18.08 or 18.09, then the taxonomy registrations will not be restored. All the taxonomies need to be registered again. For open taxonomies that was edited using Taxonomy Designer template, you need to publish the taxonomy and register it again. For close taxonomies, you need to download the taxonomy from the issuing jurisdiction and register it again.

Smart View

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

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

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

Then, follow the install instructions in “Installing the Enterprise Performance Reporting Cloud Extension” of the Oracle Smart View for Office User's Guide.
In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

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

Only for Smart View for Office with Microsoft Office 365 ProPlus

September 2018 Update

Revision History

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

Date	Feature	Notes
30 AUG 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, September Update

This document outlines announcements in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, September 7, 2018 and to your production environment on Friday, September 21, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on September 7, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Minor Bug Fixes

For Enterprise Performance Reporting Cloud, product bug fixes were performed for this monthly update.

Give Us Documentation Feedback

Defects Fixed

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

Considerations

Report Packages

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

In PDF-based Report Packages, Reviewers are unable to add comments to the report content sourced from Microsoft Excel doclets. Review commenting on the Excel doclet contents will be supported within a future release.
Publishing a report package to PDF that contains embedded charts that were created in Microsoft Word results in errors.

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

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

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking

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

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

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

<USER_HOME>\AppData\Local\Arelle\cache

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

Smart View

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

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

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

Then, follow the install instructions in “Installing the Enterprise Performance Reporting Cloud Extension” of the Oracle Smart View for Office User's Guide.
In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

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

Only for Smart View for Office with Microsoft Office 365 ProPlus

August 2018 Update

Revision History

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

Date	Feature	Notes
26 JUL 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, August Update

This document outlines announcements in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, August 3, 2018 and to your production environment on Friday, August 17, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on August 3, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

Drill Through to Source Data in Management Reporting

Management Reporting now provides the ability to drill through to a source system data, while viewing the report or grid in HTML preview. Drill through needs to be defined in the underlying data source (EPM Cloud source with Cloud Data Management or Fusion Applications Essbase Provider).

Key Resources

Previewing a Report in Working with Management Reporting for Oracle Enterprise Performance Reporting Cloud
Working with Drill to Content in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud

PDF-Based Report Packages Supports Both Word and Excel Format

Users can now add Microsoft Word and Excel documents into PDF-based Report Packages. Users can develop report content using the Microsoft Word or Excel documents. For Microsoft Excel files, you can select worksheets that need be included in the Report Package. The Microsoft Word and Excel documents can be converted to PDF files and can be merged within the PDF Report Package.

Key Resources

Adding Doclets in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud

Displaying ID Attributes Can Be Restricted in Disclosure Management

Some jurisdictions do not allow the insertion of id attributes for facts in the XBRL code. In that case, you can change the settings in the Disclosure Management Options tab.

Key Resources

Setting the Disclosure Management Options in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud

Displaying 'Decimal' Attribute with 'INF' in Disclosure Management

This feature enables you to display decimal attributes with 'INF', a requirement of the NL Tax authorities utilizing the SBR taxonomy. You can now report the attribute 'decimals' in both numerical concepts and non-monetary numerical concepts as 'INF'. This functionality is accessed via changing the settings in the Disclosure Management Options tab.

Key Resources

Setting the Disclosure Management Options in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud

Improved Variable Panel Display in Smart View

The loading and display of the Variables panel is improved in report packages containing a large number of variables. The Variables panel now uses a paging mechanism, with 50 variables displayed per page. At the top of the Variables panel, use the left and right arrows or the page number drop-down to navigate the pages when more than 50 variables are present.

Defects Fixed

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

Considerations

Report Packages

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

If you make a copy of, or export then import, a PDF Report Package that contains variables inserted in Microsoft Word doclets Microsoft Excel reference doclets, or Management Reporting reports the variables are no longer inserted in the copied or imported PDF Report Package doclets.
In PDF-based Report Packages, Reviewers are unable to add comments to the report content sourced from Microsoft Excel doclets. Review commenting on the Excel doclet contents will be supported within a future release.
Publishing a report package to PDF that contains embedded charts that were created in Microsoft Word results in errors.

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

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

Smart View

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

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

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

Then, follow the install instructions in “Installing the Enterprise Performance Reporting Cloud Extension” of the Oracle Smart View for Office User's Guide.
In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

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

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking

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

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

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

<USER_HOME>\AppData\Local\Arelle\cache

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

Best Practice: It’s recommended not to convert Disclosure Management reports that are in PDF to Microsoft Word format, using Save As option to Word or docx extension. Because, after converting the Disclosure Management report, if you try to check-in then you will get an error message “Unable to check in the repository item”.

Only for Smart View for Office with Microsoft Office 365 ProPlus

July 2018 Update

Revision History

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

Date	Feature	Notes
28 JUN 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, July Update

This document outlines announcements in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, July 6, 2018 and to your production environment on Friday, July 20, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on July 6, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Key Resources

Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

New MemberProperty Member Selection Function

The new MemberProperty member selection function returns members based on specified User Defined Attributes (UDAs) or Associated Attribute dimension members.

Key Resources

Functions available through member selection and the formula bar in Designing with Management Reporting

Enterprise Performance Reporting Cloud (EPRCS) Reports allow you to Preview a POV Prior to Opening a Pending Report

You can now preview a management report POV prior to viewing a management report.

Key Resources

Set preview report POV in Preferences for a Management Report in Learning About Oracle Enterprise Performance Reporting Cloud
Previewing the POV of a Management Reporting Report in Working with Management Reporting

Row Banding Property Settings

A new row-based banding property has been added to provide more granular row banding in a grid.

Key Resources

Row Properties in Grid Properties topic in Designing with Management Reporting

High Volume XBRL Tasks are Added in EPRCS REST API Document

The Disclosure Management High Volume XBRL REST APIs planned to be exposed in the EPRCS REST API guide.

Key Resources

REST API for Enterprise Performance Reporting Cloud

Defects Fixed

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

Considerations

Report Packages

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

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

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

When uploaded for use with Management Reporting, Microsoft Internet Explorer requires installable fonts. If custom fonts are not installable, then Internet Explorer will substitute a different font. Google Chrome and Mozilla Firefox do not require installable fonts.
In a Chrome browser, when editing a Management Reporting report from the Library, in a small number of cases a service error may occur. If this happens click OK and continue. The Management Report designer canvas behind the error will still render. There is no need to logout or refresh the browser.

Smart View

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

In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

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

Disclosure Management

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

After deleting exhibit links from the EDGAR Report, you may get special characters.

Workaround: disable encoding from your browser setting.

SBR: Loss of active Microsoft Excel instance when tagging dimensional concepts.

Workaround: Disable auto recover in Microsoft Excel.

Replace message for a stale taxonomy template.

Workaround:After Importing, close the previous taxonomy template before importing again.

Unable to close properties for taxonomy dialog after clicking OK button.

Workaround: Go into the Taxonomy Tag if editing taxonomy related

fields.

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking.

Ribbons are grayed out.

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

Arelle from the client cannot connect to the internet.

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

<USER_HOME>\AppData\Local\Arelle\cache

Only for Smart View for Office with Microsoft Office 365 ProPlus

June 2018 Update

Revision History

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

Date	Feature	Notes
24 MAY 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, June Update

This document outlines announcements and considerations in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, June 1, 2018 and to your production environment on Friday, June 15, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on June 1, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Key Resources

Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

New Version of Oracle Smart View for Office

Oracle Smart View for Office 11.1.2.5.800 will be available by mid-June. This version includes new features such as:

Move Formatting behavior enhancement to notify you of performance impact
Improved resolution on high-definition devices, such as Microsoft Surface Pro tablets
New Health Check, where you can view information about your system, and configure Smart View options and Windows Registry settings geared toward improving performance and reducing flickering

This release also fixes a number of defects.

The Smart View 11.1.2.5.800 Readme, available on the Help Center at the time of release, contains a complete list of features and defects addressed in this version. You must install this version to ensure compatibility with the June 2018 update features and to access the new functionalities.

Key Resources

Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Users

Ability to Set Decimal Places for Pie Chart Percentage Data Labels

You can now define the number of decimal places displayed for percentage data labels in pie charts in a Management Reporting report.

Drill Content to a Cell File Attachment

If a file is attached to a cell at the data source, such as an EPM Cloud cell file attachment or Essbase Linked Reporting Object (LRO), the file can be launched from a Management Reporting report in HTML preview.

Key Resources

Drilling to cell file attachments in Designing with Management Reporting and Drilling to Content in Working with Management Reporting

Support Theme Selection

You can now select a theme on the Appearance Tab of the Preferences dialog.

Key Resources

Using the Appearance Tab in Learning About Oracle Enterprise Performance Reporting Cloud

Custom Background Image Scales

Both the Oracle logo and background image can be customized. Any logo image smaller than 125px wide and 25px high can fit without scaling. For large image logos, Oracle recommends you maintain a 5:1 ratio so the image is scaled without distortion.

Key Resources

Using the Appearance Tab in Learning About Oracle Enterprise Performance Reporting Cloud

Disclosure Management Supports Standardized Business Reporting (SBR) Taxonomy

Standardized Business Reporting (SBR) Taxonomy is used to generate standardized reporting, and provides clear, consistent, and support for multi-lingual digital definitions.

Disclosure Management Supports SEC Reporting Taxonomy (SRT)

SEC supports all these based taxonomies: UGT 2016, UGT 2017, UGT 2018, IFRS 2016, IFRS 2017, and SRT 2018. All of these base taxonomies are supported in Disclosure Management. In Taxonomy Manager, you can perform these tasks: Import Taxonomy, Register a New Taxonomy, and Verify Taxonomy Properties User Flow.

Disclosure Management Supports Ability to Register US GAAP 2018 and SEC Reporting Taxonomy 2018 Extension

Using Taxonomy Manager, you can register US GAAP 2018 and SEC Reporting Taxonomy 2018 extension.

Key Resources

Aligning Nodes in Administering and Working with Oracle Enterprise Data Management Cloud

Disclosure Management Supports Ability to Edit an Extension Based Taxonomy

Using Taxonomy Manager, you have the ability to edit taxonomies such as, SEC Reporting Taxonomy 2018 and US GAAP 2018 Taxonomy. SEC Reporting Taxonomy 2018 is both base taxonomy and a reference taxonomy.

Tips And Considerations

You can import or create a US GAAP Taxonomy 2018 extension that reference SEC Reporting Taxonomy 2018.
You can create an extension taxonomy that extends SEC Reporting Taxonomy 2018.

Key Resources

Working with Taxonomy Manager in Working with Disclosure Management

Validate Fonts in Excel Reference Doclets in Smart View

The new Font Validation command, available on the Performance Reporting ribbon, provides a quick and easy way to confirm that the tables within your Excel reference doclets will render properly when inserted into a doclet as embedded content.

All fonts used in tables within your reference doclets must be uploaded to your Oracle Enterprise Performance Reporting Cloud service. If a font is not available within the service, the system use a substitute font. This substitution can introduce significant visual differences when the content is either viewed online or inserted into another doclet.

With the Font Validation command, you are informed if any of the fonts sizes and styles used in the Excel reference doclet are not available in Oracle Enterprise Performance Reporting Cloud. You can then notify your service administrator to upload the missing font files. A message also notifies you if all font files are in sync.

Key Resources

Validating Fonts in Reference Files in Oracle Smart View for Office

Create New Report Package Structure in Smart View

You can now easily create Word- or PowerPoint-based report package structures using Oracle Smart View for Office.

With the New Report Package command, you can target a folder structure or a single file in your file system or network as the source of the new report package.

With either method—folder or file—you have the option to specify the doclet type (regular, supplemental, or reference) for each doclet that will be created before you import the files to create the report package.

After import, the basic structure and content of your report package is defined. You can further refine the structure within Smart View by adding more doclets or sections to the report package. Then, continue with the Oracle Enterprise Performance Reporting Cloud web interface to complete the report package definition (such as assigning responsibilities or defining development phases).

Key Resources

Creating Report Packages in Oracle Smart View for Office

Assign Authors While Adding Doclets to Report Package Structures in Smart View

Starting in 18.06, you can assign authors to the doclets that you add to report package structures in Smart View. If the author phase has been enabled for a report package, then, when you add doclets to it from Smart View, you have the option of assigning authors to the doclet. You also have the option of excluding the doclet from the author phase.

Key Resources

Adding Doclets to Report Package Structures in Oracle Smart View for Office

Defects Fixed

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

Considerations

Report Packages

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

If you have Report Package PDF types and you clear or delete the margin value, the system displays an error.

Workaround: Set the margin field with the error to a valid setting other than 0.5 and then Save.

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

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

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

Smart View

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

In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

When users sign in to the service for the first time, they will be prompted to change the password.Oracle recommends that users sign in first to the web to change their password before connecting through Smart View.
An error occurs if an Enterprise Performance Reporting Cloud Service ad hoc grid created with Smart View release 11.1.2.5.600 is opened with Smart View release 11.1.2.5.520.

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking

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

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

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

<USER_HOME>\AppData\Local\Arelle\cache

May 2018 Update

Revision History

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

Date	Feature	Notes
26 APR 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, May Update

This document outlines announcements, defects fixed and considerations in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, May 4, 2018 and to your production environment on Friday, May 18, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, has a new look and feel. The updates will be available on May 4, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

NOTE: You can import backup snapshots into environments with the same, the preceding or the next update versions. For example, you can import backup snapshots from release 17.08 into releases 17.07 and 17.09. For more information about migration, see Administering Migration for Oracle Enterprise Performance Management Cloud.

Tips And Considerations

Key Resources

Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

Add Ability to Browse Application or Cube in the Data Source Dialog

When creating a data source, you now have the ability to browse to select the application and cube name from a list.

Key Resources

Creating and Editing Data Source Connections in the Designing with Management Reporting User's Guide

Enable Saved Selection for DTS Member Parameter

You can now select a Level 0 Time dimension member, CurrentPOV, or a Saved Selection that contains a prompt for a single member.

Key Resources

Functions Available through Member Selection in the Designing with Management Reporting User's Guide

HTML Preview of a Large Report

If the report results are too large to be rendered in the browser, you are prompted to download the report as a PDF.

Key Resources

Designing Reports in the Designing with Management Reporting User's Guide

Migration of Mappings to a New Taxonomy

Using Rollover, you can migrate the report mapping of an existing taxonomy to a new taxonomy.

Disclosure Management Migration of Mappings to a New Taxonomy

Using Migration option, you can migrate the report mapping of an existing taxonomy to a new base taxonomy.

Key Resources

Migration of Disclosure Management Report in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud User's Guide

Disclosure Management Client Supports New Version of Arelle

Disclosure Management Client supports a new version of Arelle.

Defects Fixed

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

Considerations

Report Packages

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

If you have Report Package PDF types and you clear or delete the margin value, the system displays an error.

Workaround: Set the margin field with the error to a valid setting other than 0.5 and then Save.

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

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

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

When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

Management Reporting

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

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

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking.

Smart View

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

In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

When users sign in to the service for the first time, they will be prompted to change the password.Oracle recommends that users sign in first to the web to change their password before connecting through Smart View.
An error occurs if an Enterprise Performance Reporting Cloud Service ad hoc grid created with Smart View release 11.1.2.5.600 is opened with Smart View release 11.1.2.5.520.

April 2018 Update

Revision History

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

Date	Feature	Notes
28 MAR 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, April Update

This document outlines announcements, defects fixed and considerations in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, April 6, 2018 and to your production environment on Friday, April 20, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, has a new look and feel. The updates will be available on April 6, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

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

See Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for detailed procedures.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

Announcements

Support for PDF-Based Report Packages

You can now use PDF-based report packages to collaboratively develop PDF reports. You can incorporate both PDF files and Management Reports and merge them together into a single PDF report. You can stamp PDF doclets with a common header and footer, and PDF-based report packages support both reference and supplemental doclets.

Key Resources

For more information, see Creating Report Packages in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud.

New Sample Report Package for PDF-Based Report Packages

You can now use a PDF-based sample report package to become familiar with the report package functionality and content such as the report center, doclets, PDF headers and footers, and phases. The PDF-based sample report package is included in "Sample Report Package - PDF.zip". NOTE: A service administrator must install samples before you can access the sample content.

Key Resources

For more information, see Installing Samples in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud.

Support for Report Package Distributions

Report Package distributions enable you to send report content to stakeholders at any point in the report development. You can send the entire report, or a limited subset of the report content that you define per user or group. The recipients of the distribution are able to view the report content that you assigned to them, but they do not participate in the report development process.

Key Resources

For more information, see Distributing Report Package Content in Creating and Managing Report Packages for Oracle Enterprise Performance Reporting Cloud.

Rename for Disclosure Management Reports

In the Enterprise Performance Reporting Cloud Web, you can rename the Disclosure Management master document.

Key Resources

For more information, see Importing the Quarterly Report in Oracle Enterprise Performance Reporting Cloud Web in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

Unlink in Disclosure Management

When performing the “Unlink Exhibit” option, you have the ability to select all links at once.

Key Resources

For more information, see Removing the Hyperlink from the EDGAR Document in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

Selected Text that is not Highlighted in Disclosure Management

A warning message is displayed if the user is selecting text that is not highlighted.

Key Resources

For more information, see Removing the Hyperlink from the EDGAR Document in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

High Volume XBRL Extension In Disclosure Management

You can evaluate the calculations and compute the missing values in the network sheet.

Key Resources

For more information, see Setting the High Volume XBRL Options in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

Splitting Text Content Within a Document in Disclosure Management

Disclosure Management supports splitting text content within a document.

Key Resources

For more information, see Working with Inline XBRL in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

Review and Manage the IXBRL File Name and Report Title of the Document

In the Report Properties dialog box, you can review and manage the iXBRL File name and Report Title of the document.

Key Resources

For more information, see Reviewing IXBRL Generated File Name and Report Title in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

Template Taxonomy in Disclosure Management

After you import your template taxonomy, you can edit “custom” calculations in the template. The Taxonomy Designer has the ability to find calculations from the calculation linkbase after being imported into the template.

Key Resources

For more information, see Editing Custom Calculations in the Template in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud.

Management Reporting Member Selector Search Results Display Location

The Management Reporting member selector now displays the fully qualified location path for search results.

Key Resources

For more information, see Searching for Members in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Management Reporting Conditional Formatting Includes Number Formatting

Conditional formatting in Management Reporting now includes the ability to apply number formatting.

Key Resources

For more information, see Formatting Grid Cells in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Management Reporting Number Formatting Allows for Negative Scaling

In Management Reporting number formatting, negative scaling can now be applied to reverse the sign of a data value.

Key Resources

For more information, see Formatting Grid Cells in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Support for PDF-Based Report Packages in Smart View

Oracle Enterprise Performance Reporting Cloud now supports PDF-based report packages.

A PDF-based report package allows the collaborative development of a PDF report. Within PDF-based report packages, users can incorporate PDF files and Management Reports and merge them together into a single PDF report. Additionally, PDF-based report packages support reference and supplemental doclets.

PDF-based report packages are fully accessible within Smart View. Users can open their PDF-based report packages, download PDF doclet files, and author all Office-based reference or supplemental doclets. The Review and Sign Off phases are not supported within Smart View.

Key Resources

For more information, see Smart View and Oracle Enterprise Performance Reporting Cloud in the Oracle Smart View for Office User's Guide.

View or Download Distributed Report Content Anytime in Smart View

Distributions enable a report package owner to send report content to stakeholders at any point in the report package development. As a recipient, depending on the options that the report package owner selects, you can view, download in native format, or download as PDF all of the report content that the report package owner assigns to you.

When a report package owner executes a distribution, you can now launch Smart View, open the report package, navigate to the new Distributions panel, and view or download the distribution in PDF format from Office.

Key Resources

For more information, see Working with Distributions in the Oracle Smart View for Office User's Guide.

Add Doclets and Sections from Smart View

Report package owners and other authorized users can now add doclets and sections to a report package directly from Smart View. Previously, you were required use the Oracle Enterprise Performance Reporting Cloud web interface to add doclets and section to a report package.

In Word-, PowerPoint-, and PDF-based report packages, you can add doclets, supplemental doclets, and reference doclets.

For Word documents, you can add an entire Word file. Or, you can add a selected portion of text in a Word file. The selected portion becomes the new doclet.

Key Resources

For more information, see Adding Doclets to Report Packages in the Oracle Smart View for Office User's Guide for more information.

Edit Report Package, Doclet, and Section Properties From Smart View

You can edit the name and description of selected report packages, doclets, and sections from Smart View.

For each artifact type, use the Properties link in the Action Panel or the Inspect button in the Performance Reporting ribbon to access the Properties dialog where you can make changes in the Name and Description fields.

Key Resources

For more information, see Editing Report Package, Doclet, and Section Properties in the Oracle Smart View for Office User's Guide.

Enhanced Report Package Refresh in Smart View

The Report Package Refresh operation is enhanced to refresh content in reference doclets, as well as regular doclets.

Key Resources

For more information, see the Enhanced Report Refresh In Smart View in the Oracle Smart View for Office User's Guide.

Defects Fixed

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

Considerations

Report Packages

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

When embedding available content within a doclet, the embed action fails and a service error is displayed. The service error is specific to a particular available content(s). Other available content is successfully embedded without error. This can occur when the available content’s named range is defined on a worksheet that has an extremely large “used range”.

Workaround: Complete the following steps on the reference doclet which contains the available content to reset the “used range”.

Check-out the Microsoft Excel reference doclet and open the workbook in Microsoft Excel.
Activate the worksheet which contains the Embedded Content’s Name Range.
Click on the cell in Row one of the first empty column in the worksheet and press CTRL+SHIFT+END (together).
From the Home ribbon choose Delete > Delete Sheet Columns from within the Cells group.
Save the workbook, upload it and check-in.

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

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

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

Inactive report packages with available content will display an “undetermined content” icon. Once the source file has been refreshed, the proper available content type icon will be displayed.
When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
After updating to Java 8, the embedded content controls more accurately reflect the column widths within the source excel documents.This may result in existing embedded content being resized when you refresh the document.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

When adding doclets as subsections in a report package, the heading numbering in the table of contents may not be updated correctly.

Workaround: Check out and download the affected doclet. Then, change the heading style of the heading that was numbered incorrectly to a different style, and then change it back again (for example, from Heading 3 to Body Text and then back to Heading 3). Then, upload and check the doclet back in.

Management Reporting

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

When importing a Management Report together with its related data source, the data source needs to be edited to add the data source's administrator credentials. Otherwise, previewing the Management Report without the proper data source credentials results in a service error.
When uploaded for use with Management Reporting, Microsoft Internet Explorer requires installable fonts. If custom fonts are not installable, then Internet Explorer will substitute a different font. Google Chrome and Mozilla Firefox do not require installable fonts.
In a Management Reporting grid member selector with an EPM Cloud data source, if 'Show in Hierarchy' is selected for a shared member, a 'member not found' error will be received before displaying the hierarchy location.
In Internet Explorer version 11, you cannot resize text objects. Use Chrome or Firefox instead.

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking.

Smart View

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

In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

When users sign in to the service for the first time, they will be prompted to change the password.Oracle recommends that users sign in first to the web to change their password before connecting through Smart View.
An error occurs if an Enterprise Performance Reporting Cloud Service ad hoc grid created with Smart View release 11.1.2.5.600 is opened with Smart View release 11.1.2.5.520.

March 2018 Update

Revision History

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

Date	Feature	Notes
08 MAR 2018	Provisioned Users Audit Report	Removed feature from March 2018 update.
23 FEB 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, March Update

This document outlines announcements, considerations and defects fixed in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (14:00 PST) on Friday, March 2, 2018 and to your production environment on Friday, March 16, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, will also be available on March 2, 2018. Some of the links in this document may be available only after the Oracle Help Center update is complete.

Reminder: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. See Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for detailed procedures.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

New Conditional Format and Suppression Conditions in Management Reporting

In Management Reporting, there are two new Conditional Formatting and Suppression conditions that allow testing for the associated attribute dimension member and User Defined Attribute (UDA).

Key Resources

See Conditional Formatting and Suppression Criteria and Parameters tables in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Fusion Applications Essbase Support for Management Reporting

Management Reporting now supports Fusion Applications Essbase as a data source. You can select Oracle Fusion Applications Essbase Provider as a data source.

Key Resources

See About Data Sources in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Interactive iXBRL Viewer

You can now view iXBRL reports in an interactive viewer. Select IXBRL Interactive Viewer from the View menu to open the report in a full-screen browser window. The iXBRL interactive viewer is available for SEC reports only.

NOTE: You should validate the iXBRL report before you open it in the interactive viewer to ensure that the XBRL in the report is correct.

Key Resources

See "Working with Inline XBRL"in Working with Disclosure Management for Enterprise Performance Reporting Cloud for details.

Link Exhibits on Exhibit List in EDGAR Documents to Actual Exhibits

To comply with the SEC mandate for EDGAR filings, you can now add hyperlinks for the exhibits on the exhibit list in an EDGAR document to the actual exhibits.

Key Resources

See "Creating a Hyperlink in the EDGAR Document" in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud for details.

Express iXBRL Durational Concepts as Words

You can now express iXBRL durational concepts (for example, years, days, and months) as words, and the system will transform them into valid durational type outputs. For example, “Five years, two months” is transformed to “P5Y2M”.

Key Resources

See "Working with Inline XBRL" in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud for details.

Defects Fixed

Beginning in this update, software issues addressed each month will be posted to My Oracle Support.

Considerations

Management Reporting

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

When importing a Management Report together with its related data source, the data source needs to be edited to add the data source's administrator credentials. Otherwise, previewing the Management Report without the proper data source credentials results in a service error.
When uploaded for use with Management Reporting, Microsoft Internet Explorer requires installable fonts. If custom fonts are not installable, then Internet Explorer will substitute a different font. Google Chrome and Mozilla Firefox do not require installable fonts.
In a Management Reporting grid member selector with an EPM Cloud data source, if 'Show in Hierarchy' is selected for a shared member, a 'member not found' error will be received before displaying the hierarchy location.
In Internet Explorer version 11, you cannot resize text objects. Use Chrome or Firefox instead.

Report Packages

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

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

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

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

Inactive report packages with available content will display an “undetermined content” icon. Once the source file has been refreshed, the proper available content type icon will be displayed.
When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
After updating to Java 8, the embedded content controls more accurately reflect the column widths within the source excel documents.This may result in existing embedded content being resized when you refresh the document.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

When adding doclets as subsections in a report package, the heading numbering in the table of contents may not be updated correctly.

Smart View

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

In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

When users sign in to the service for the first time, they will be prompted to change the password.Oracle recommends that users sign in first to the web to change their password before connecting through Smart View.
An error occurs if an Enterprise Performance Reporting Cloud Service ad hoc grid created with Smart View release 11.1.2.5.600 is opened with Smart View release 11.1.2.5.520.

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.
When auto preview is enabled and you select Exhibit Linking after publish, Exhibit Linking does not work.

Workaround: Close Preview and select Exhibit Linking.

February 2018 Update

Revision History

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

Date	Feature	Notes
26 JAN 2018		Created initial document.

Oracle Enterprise Performance Reporting Cloud, February Update

This document outlines announcements, considerations and defects fixed in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (14:00 PST) on Friday, February 2, 2018 and to your production environment on Friday, February 16, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, will also be available on February 2, 2018. Some of the links in this document may be available only after the Oracle Help Center update is complete.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect. You can also access Oracle Customer Cloud Connect directly from Enterprise Performance Reporting Cloud by clicking the User Assistance icon.

Give Us Documentation Feedback

Announcements

Saved Member Selections in Management Reports

Saved member selections enable you to define a list of members that can be reused as a member selection within a report. You can save one or more members, functions, or a prompt as your saved member selection, and then use that selection in multiple segments and other grids in a report.

Key Resources

See Working with Saved Member Selections in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Zooming on Parent Members in Grids in Management Reports

Zoom allows you to expand a row or column parent member to see its children, descendants or bottom level members when you preview a report in HTML. Report designers can enable three types of zooms for end users:

Zooming on the entire grid, which enables all parent members to be zoomed into.
Zooming on specific row or column segments in a grid.
Ad hoc zooming, which allows end users to decide which members they want to be able to zoom into.

Key Resources

See Zooming on Parent Members in Grids in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Drill to Content in Management Reports

Drill to content allows a report designer to set up content links on grid data cells, rows, columns and member heading cells to enable end users to drill to Management Reporting reports, third-party documents in the Oracle Enterprise Performance Reporting Cloud Library and custom URL links. When an end user previews the report in HTML, he or she can drill into the content link and execute the specified target linked report (passing the POV where applicable), launch the third-party document, or launch the URL.

Key Resources

See Working with Drill To Content in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Left, Right, and Mid Text Functions in Mangement Reporting

Left, Right, and Mid allow you to trim text from the results of other text functions such as MemberAlias and MemberName to keep only the left-most, right-most, or center text.

Key Resources

See Left/Right/Mid in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Set Background Color Property on Management Reporting Charts

You can now set the background color on charts in Management Reporting reports.

Key Resources

See Chart Properties in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Copy and Move Management Reporting Report Objects Across Sheets

In a Management Reporting report with multiple sheets (physical pages), you can copy or move report objects such as grids, charts, images, and text boxes from one sheet to another via right click menus.

Key Resources

See Copying/Moving Report Objects Across Sheets in Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud for details.

Create Taxonomies in Disclosure Management

You can now create extension taxonomies by using a Microsoft Excel-based wizard in Taxonomy Designer.

Key Resources

See Creating a Taxonomy in Working with Disclosure Management for Oracle Enterprise Performance Reporting Cloud for details.

Nest ix:nonFraction and ix:fraction Elements in Inline XBRL

You can now nest ix:nonFraction and ix:fraction elements when generating inline XBRL (iXBRL).

Considerations

Management Reporting

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

Starting in release 18.02, the unit of measurement for Indent in grid Cell Properties has changed to reflect the unit of measure selected in report designer’s User Preference under Formatting and Unit of Measurement (inch or centimeter). The indent has a valid range of 0 to 1 inches (0 to 2.54 centimeters), with a default value of 0.

If you use Indent by Generation, Indent by Level, or Zoom, you can set a relative indent for the row member labels. The relative indent has a valid range of -1 to 1 inch (-2.54 to 2.54 centimeters), with a default value of .12 inches (.32 centimeters).

When you migrate a report from 17.12 and earlier, if the report has Indent by Generation or Indent by Level, the indent value is migrated to Relative Indent. If it does not have Indent by Generation or Indent by level, the indent value is migrated to Indent.

When importing a Management Report together with its related data source, the data source needs to be edited to add the data source's administrator credentials. Otherwise, previewing the Management Report without the proper data source credentials results in a service error.
When uploaded for use with Management Reporting, Microsoft Internet Explorer requires installable fonts. If custom fonts are not installable, then Internet Explorer will substitute a different font. Google Chrome and Mozilla Firefox do not require installable fonts.
In a Management Reporting grid member selector with an EPM Cloud data source, if 'Show in Hierarchy' is selected for a shared member, a 'member not found' error will be received before displaying the hierarchy location.
In Internet Explorer version 11, you cannot resize text objects. Use Chrome or Firefox instead.

Report Packages

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

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

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

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

Inactive report packages with available content will display an “undetermined content” icon. Once the source file has been refreshed, the proper available content type icon will be displayed.
When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
After updating to Java 8, the embedded content controls more accurately reflect the column widths within the source excel documents.This may result in existing embedded content being resized when you refresh the document.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

When adding doclets as subsections in a report package, the heading numbering in the table of contents may not be updated correctly.

Smart View

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

In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

When users sign in to the service for the first time, they will be prompted to change the password.Oracle recommends that users sign in first to the web to change their password before connecting through Smart View.
An error occurs if an Enterprise Performance Reporting Cloud Service ad hoc grid created with Smart View release 11.1.2.5.600 is opened with Smart View release 11.1.2.5.520.

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.

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	What's Changed	Notes
22 DEC 2017		Created initial document.

Oracle Enterprise Performance Reporting Cloud, January Update

This document outlines announcements, considerations and defects fixed in the upcoming Oracle Enterprise Performance Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC-8 (2:00pm Pacific Time) on Friday, January 5, 2018 and to your production environment on Friday, January 19, 2018, also starting at 22:00 UTC-8. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, will also be available on January 5, 2018.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

Relocate EPM Cloud Environments from One Identity Domain to Another

Oracle Cloud Account Administrators can now move an environment from its current identity domain to another. Unifying multiple EPM Cloud environments under one identity domain helps simplify user management and single sign on configuration. It also supports seamless cross-environment navigation.

Oracle Cloud Account Administrators may relocate an environment from its current identity domain to another if the target identity domain is provisioned to the same customer account and is in the same data center.

In addition to requesting the relocation of instances from My Services, additional service environment-specific tasks must be completed.

NOTE: You can relocate an environment only if it was provisioned after May 1, 2016. Environments that were provisioned prior to this date cannot be unified to use one identity domain.

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

New EPM Getting Started Guides

Starting with this update, Service Administrator and end user “getting started” information for all EPM Cloud Services is available from these new guides:

Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Getting Started with Oracle Enterprise Performance Management Cloud for Users

Getting Started with Oracle Enterprise Performance Management Cloud for Administrators contains information on the tasks that Service Administrators can perform with EPM Cloud Services. This guide, which provides common administrative information for all EPM Cloud services, is now your primary source for tasks related to EPM Cloud administration, including managing users and roles, setting up single sign-on, and backing up and restoring environments. This guide replaces these guides:

Using Oracle Planning and Budgeting Cloud
Getting Started with Oracle Financial Consolidation and Close Cloud
Getting Started with Account Reconciliation Cloud for Administrators
Getting Started with Oracle Profitability and Cost Management Cloud for Administrators
Getting Started with Oracle Tax Reporting Cloud
Getting Started for Administrators for Oracle Enterprise Performance Reporting Cloud

Getting Started with Oracle Enterprise Performance Management Cloud for Users introduces end users to Oracle EPM Cloud and provides information that enables them to quickly become proficient. This guide replaces these guides:

Getting Started with Account Reconciliation Cloud for Users
Getting Started with Oracle Profitability and Cost Management Cloud for Users
Getting Started for Users for Oracle Enterprise Performance Reporting Cloud

Links in the Cloud Help Center and Oracle Learning Library have been modified to direct users to these guides. Please change your personal bookmarks and shortcuts so that they point to these new guides.

NOTE: Oracle Enterprise Data Management Cloud content is documented in several common Enterprise Performance Management Cloud guides. The service will be available in early 2018.

Considerations

Management Reporting

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

The following Management Reporting features will not function correctly in this release when using EPM Cloud data sources:

Indent by generation
Conditional formatting based on generation
“Match” member selection

When importing a Management Report together with its related data source, the data source needs to be edited to add the data source's administrator credentials. Otherwise, previewing the Management Report without the proper data source credentials results in a service error.
When uploaded for use with Management Reporting, Microsoft Internet Explorer requires installable fonts. If custom fonts are not installable, then Internet Explorer will substitute a different font. Google Chrome and Mozilla Firefox do not require installable fonts.
In a Management Reporting grid member selector with an EPM Cloud data source, if 'Show in Hierarchy' is selected for a shared member, a 'member not found' error will be received before displaying the hierarchy location.
In Internet Explorer version 11, you cannot resize text objects. Use Chrome or Firefox instead.

Report Packages

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

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

Inactive report packages with available content will display an “undetermined content” icon. Once the source file has been refreshed, the proper available content type icon will be displayed.
When you add embedded content that contains internal hyperlinks to a report package, if you select Download Preview to view the document, the hyperlinks within the embedded content do not open when clicked.
When creating embedded content, if you use the horizontal text alignment format Center Across Selection in Excel, the selection does not carry forward into the embedded content when the doclet is embedded in Word. The text remains within the original cell.

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

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

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

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

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

Do not use a double line bottom border in the last row of a named range, but select an alternative bottom border.
Navigate to a cell that is below the named range, and add dummy text or a blank space. You can then upload and check in the reference doclet. When the embedded content is generated, the empty row is no longer included.
Resize the row below the row that contains the double-line bottom border. You can keep the double line border in the last row intact, but resize the next row to be very small (but not hidden). Click any cell in the relevant row and choose Home, then Format, and then Row Height and enter a small value such as 2 or 3. The extra space is included in the embedded content, but it has a minimal impact.

If a PowerPoint slide is created from a layout that contains placeholders for tables, charts, smart art or media files, those objects seem to disappear when uploaded to the service.The content is not lost however. After downloading the files, a reset on the slide will cause the content to reappear.

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

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

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

When using an iPad with the Safari browser to preview a report package, Safari stops responding when you magnify the screen and tap preview.
When downloading files using Safari 9, any spaces in the filename will appear as special characters.
When performing a review of a PowerPoint report package using Safari, a service error is displayed if the user places the comment anchor in the blue area outside slide.
After updating to Java 8, the embedded content controls more accurately reflect the column widths within the source excel documents.This may result in existing embedded content being resized when you refresh the document.
When you open a review instance within Smart View, add a comment, switch to another review instance, and then switch back to the first review instance using the Content Selector, the comment is not updated correctly.

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

When adding doclets as subsections in a report package, the heading numbering in the table of contents may not be updated correctly.

Smart View

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

In Word 2016, 32- or 64-bit, when you close a document, Word stops responding (displays the spinning wheel) until you either click in the ribbon area of the interface, or press the Alt key.
On Microsoft Windows 10 with Office 32- or 64-bit, in the Add Report Content dialog, range names display incorrectly.

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

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

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

When any of the allowable special characters are used in a report package name (such as commas, semicolons, or ampersands), there may be a discrepancy between how the name displays in the library tree and how it displays in the Report Center panel.
If you have open or close bracket characters in an Excel reference or supplemental doclet, Excel changes the brackets to parentheses when you save the file.
When you upload an Excel reference doclet with many named ranges, not all of the named ranges are listed as available content.

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

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

When users sign in to the service for the first time, they will be prompted to change the password.Oracle recommends that users sign in first to the web to change their password before connecting through Smart View.
An error occurs if an Enterprise Performance Reporting Cloud Service ad hoc grid created with Smart View release 11.1.2.5.600 is opened with Smart View release 11.1.2.5.520.

Disclosure Management

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

Bidirectional language functionality is not supported in Disclosure Management for this release.
When publishing a taxonomy in Taxonomy Designer, you must enter the full path for the ZIP file when specifying the location to publish to. An error is displayed if you specify the ZIP file name only without the path.

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