- Revision History
- Overview
- Feature Summary
- Planning and Budgeting (NSPB)
-
- EPM Cloud Platform
- User Assistance
- Oracle Cloud Infrastructure
- Security & Access
- EPM Automate
-
- EPM Spotlight: Scripts to Notify Users When the Daily Maintenance is Complete
- EPM Spotlight: Scripts to Support Quarterly Updates with Six Week Test Cycles
- EPM Spotlight: Updated Sample Scripts to Make Them Executable
- Updates to simulateConcurrentUsage Command
- New exportLibraryDocument EPM Automate Command
- Task Manager, Supplemental Data Manager & Enterprise Journals
- Financials
- IMPORTANT Actions and Considerations
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 05 FEB 2024 | EPM Cloud Platform; Important Actions & Considerations |
Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version and corresponding item under EPM Cloud Platform in IMPORTANT Actions and Considerations |
Updated document. Revised feature description. |
| 05 FEB 2024 |
EPM Cloud Platform |
Request Custom Sender Email Address for OCI (Gen 2) Environments |
Updated document. Added Feature to February 2024 Update. |
| 26 JAN 2024 | EPM Cloud Platform |
Created initial document. |
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DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Be sure to review the details of the significant feature(s) being introduced this month.
New best practices scripts are available to standardize and optimize your EPM Automate processes. Review the EPM Automate EPM Spotlight features under EPM Cloud Platform in this What's New document.
Business Benefit: Spotlight features are important enhancements that can significantly impact the EPM Cloud user experience.
Key Resources
- EPM Automate under EPM Cloud Platform in this What's New document
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 2, 2024.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 16, 2024.
NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle. The monthly update will also not be applied to any environment on a one-off patch where the fix for the underlying issue is not in this monthly update.
NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, February 2, 2024.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html
Fixed Issues and Considerations for EPM Cloud Platform
Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.
NOTE: Fixed issues for EPM Cloud Platform components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.
This provides visibility into EPM Cloud release contents.
Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.
The security compliance features listed in Getting Started with EPM Cloud for Administrators are updated with the TLS certificate renewal policy. Oracle Enterprise Performance Management Cloud automatically renews TLS certificates yearly on Classic environments, and every 6 months on OCI environments. The process is seamless and does not disrupt the operations of different interfaces, such as web browsers, Oracle Smart View for Office, EPM Automate, and EPM Agent.
Business Benefit: The guide now reflects the periodic certificate renewal policy.
Key Resources
- TLS Certificate Annual Renewal in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Allow Access to static.oracle.com
The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide is updated to remind customers to allow access to static.oracle.com. For the Oracle Redwood Experience to work, customers must allow access to static.oracle.com, which provides image files, JavaScript, and other static content for the Redwood Experience.
Business Benefit: Access to static.oracle.com ensures that EPM Cloud user interface will work properly. Without this access some of the functionality will not work.
Key Resources
- About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Oracle had put the Performance Validation program on hold as we were working towards a new performance validation design. Now, the Operations Guide has been enhanced with updated instructions on how you can perform the performance validation yourself or request Oracle to do so to ensure that your Enterprise Performance Management Cloud business process is performing as expected. You can complete the performance validation when your application is ready for user acceptance testing or at any time you have concerns about the business process performance.
Business Benefit: Performance validation helps you ensure that your environments are performing as expected.
Key Resources
- Requesting Performance Validation for Planning, Planning Modules, and Financial Consolidation and Close in Oracle Enterprise Performance Management Cloud Operations Guide
Updates to EPM Cloud Accessibility Guide
The EPM Cloud Accessibility Guide has been revised and enhanced to provide the most up-to-date and user-friendly experience.
Business Benefit: The Accessibility Guide has undergone a thorough review, revision, and enhancement to provide the most current and user-friendly experience.
Key Resources
Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version
Within the next 3 months, Oracle is planning to upgrade all environments on a non-hybrid Essbase version to a hybrid Essbase version.
This change affects the Essbase version used in EPM Cloud; it does not affect the cube configuration in your application. For example, if the application is configured to use non-hybrid cubes, this update will not change it to use hybrid cubes. For detailed information on the use of Essbase in EPM Cloud, see About Essbase in EPM Cloud in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
To ensure that your application is compatible with hybrid Essbase version, we've implemented a new utility which verifies your member formulas and provides a report so you can fix any issues. The Essbase Outline Validation menu option is in the Application Overview Actions menu. Select the Pre validate Outline option to perform a validation of your application and then select Outline Pre-validation Report to view a list of member formulas that need to be fixed to be compatible with hybrid Essbase version. After you have fixed the member formulas, you can use the Pre validate Outline option again to make sure that all issues are resolved.
To verify member formulas:
- From the Home page, click Application, and then click Overview.
- Click Actions, select Essbase Outline Validation, then select Pre validate Outline.
- To view the validation report, select Outline Pre-validation Report.
If your environment is on a non-hybrid Essbase version, make sure to use the Essbase Outline Validation option to resolve all issues within next 3 months to avoid any issues after your environment is upgraded to hybrid Essbase version. If your environment is already on hybrid Essbase version, you don’t need to take any action.
To check whether your environment is on hybrid or non-hybrid Essbase version, look at the value of Essbase Version supports Hybrid Block Storage Option in the Activity Report. If the value is Yes, it means that your environment is on hybrid Essbase version. If the value is No, it means that your environment is on a non-hybrid Essbase version.
Business Benefit: If your environment is on a non-hybrid Essbase version, validating your member formulas and fixing them before the upgrade will ensure a smooth transition when your environment is upgraded to a hybrid Essbase version.
Key Resources
- Administering Planning - Managing Applications
Updates to the Role Assignment Audit Report
The Role Assignment Audit Report has been redesigned to display time in 24 hour format in the Date and Time column. Previously, this column of the report showed time in 12 hour format.
Business Benefit: Displaying the time in 24 hour format helps customers easily identify the time when role assignment changes were made.
Key Resources
- roleAssignmentAuditReport in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Request Custom Sender Email Address for OCI (Gen 2) Environments
The Oracle Enterprise Performance Management Cloud Operations Guide is updated with a standard operating procedure to request custom sender email address for OCI (Gen 2) Environments if you do not want to use the default EPM Cloud sender address no.reply@epm.oraclecloud.com.
Business Benefit: This standard operating procedures allows you to use a custom sender email address to distinguish EPM Cloud emails.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Requesting Custom Sender Email Address for OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide
Option to Disallow Service Administrators from Assigning Predefined Roles in OCI (Gen 2) Environments
Your organization's policies may require you to restrict the ability to assign predefined roles in EPM Cloud account to Identity Domain Administrators. In such cases, you can now request Oracle to prevent Service Administrators from assigning predefined roles to users. After Oracle implements this request, only Identity Domain Administrators will be able to assign predefined roles to users on any environment in that cloud account. Information to request that Service Administrators be disallowed from assigning predefined roles is available in the Oracle Enterprise Performance Management Cloud Operations Guide.
Business Benefit: Limiting the ability to assign predefined roles to Identity Domain Administrators allows you to implement stricter user management policies.
Key Resources
- Requesting to Disallow Service Administrators to Assign Predefined Roles in OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide
EPM Spotlight: Scripts to Notify Users When the Daily Maintenance is Complete
The daily maintenance of Oracle Enterprise Performance Management Cloud environments usually takes a much shorter time than the one hour earmarked for it. You can now use the generic Windows, Linux/UNIX, and Groovy scripts available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide to automate the process of notifying users when the daily maintenance is complete.
Business Benefit: Notifying users about the completion of daily maintenance allows them to resume activities within the environment right after the daily maintenance is complete, making the daily outage duration shorter.
Key Resources
- Inform Users of Daily Maintenance Completion in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
EPM Spotlight: Scripts to Support Quarterly Updates with Six Week Test Cycles
Generic Windows, Linux/UNIX, and Groovy scripts that allow you to create a quarterly EPM Cloud update cadence with six week test cycles is now available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide. By default, EPM Cloud applies a monthly update to your environments. You can use a customized version of these scripts to automate the process of skipping monthly updates so that they are applied on a quarterly basis with a six week test cycle. In this case, not only your test and production environments will be updated every quarter but also your production environments will be updated with a monthly update six weeks after your test environments are updated with the same monthly update.
Business Benefit: These generic scripts help you establish a quarterly update with six week test cycle for your EPM Cloud updates.
Key Resources
- Create a Quarterly EPM Cloud Upgrade Cadence with Six Week Test Cycles in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
EPM Spotlight: Updated Sample Scripts to Make Them Executable
Generic Windows and Linux/UNIX sample scripts available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide are updated to make them executable. Customers and partners can now customize and reuse these scripts to meet specific requirements.
Business Benefit: These generic scripts provides you a starting point for creating your own scripts for performing various activities within EPM Cloud.
Key Resources
- Command Execution Sample Scenarios in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Updates to simulateConcurrentUsage Command
The simulateConcurrentUsage command has been enhanced to support the self-service load testing of environments by simulating the performance load exerted by executing Reports artifacts such as reports and books.
Business Benefit: This command helps you validate the response time of your application under concurrent usage. It can specifically be used to test the response time before going to production or after a significant change in the application design. Now, you can also test the response time of Reports artifacts (reports and books).
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
New exportLibraryDocument EPM Automate Command
The new exportLibraryDocument command exports any document available in the Reports library to a file.
Business Benefit: This command allows you to create an export file that can be imported into other Reports instances to recreate the document.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
Task Manager, Supplemental Data Manager & Enterprise Journals
Export to XLSX Format in Task Manager, Supplemental Data Manager, and Enterprise Journals
You can now export the tables in Task Manager, Supplemental Data Manager, and Enterprise Journals to .xlsx format using the Export option that is available from the Actions menu. The Excel Export Format configuration setting specifies whether the .xls or .xlsx format is used when exporting to Microsoft Excel. The default is .xls.
Business Benefit: This feature allows you to export data in XLSX format, which can be viewed in the most recent versions of Microsoft Excel. Also, this file format helps to view large data and store data more efficiently.
Key Resources
- Administering Planning
Ability to Import and Export Model Data and Metadata in Strategic Modeling Models
You can now export and import model data and metadata to and from a .csv file. This option allows you to export the model data and metadata, modify it, and then import it back to the model.
To export model data and metadata, open the model, and then from the Actions menu, select Export.
Export dialog box
To import model data and metadata, open the model, and then from the Actions menu, select Import.
Business Benefit: The export and import feature offers speed and flexibility in updating models—you can export the model data and metadata, modify it, and then import it back to the model. You can also seamlessly transfer model data from one model to another.
Tips And Considerations
You can import a maximum of 200,000 cells at a time.
Key Resources
- Administering Planning
IMPORTANT Actions and Considerations
One-Week Lag Between Readiness Documents Live and Help Center Live
Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.
This update includes Important Actions and Considerations for the EPM Cloud Platform.
EPM CLOUD PLATFORM
Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version
Within the next 3 months, Oracle is planning to upgrade all environments on a non-hybrid Essbase version to a hybrid Essbase version. This change affects the Essbase version used in EPM Cloud; it does not affect the cube configuration in your application. For example, if the application is configured to use non-hybrid cubes, this update will not change it to use hybrid cubes. For detailed information on the use of Essbase in EPM Cloud, see About Essbase in EPM Cloud in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
To ensure that your application is compatible with hybrid Essbase version, we've implemented a new utility which verifies your member formulas and provides a report so you can fix any issues. The Essbase Outline Validation menu option is in the Application Overview Actions menu. Select the Pre validate Outline option to perform a validation of your application, and then select Outline Pre-validation Report to view a list of member formulas that need to be fixed to be compatible with hybrid Essbase version. After you have fixed the member formulas, you can use the Pre validate Outline option again to make sure that all issues are resolved.
To verify member formulas:
- From the Home page, click Application, and then click Overview.
- Click Actions, select Essbase Outline Validation, then select Pre validate Outline.
- To view the validation report, select Outline Pre-validation Report.
If your environment is on a non-hybrid Essbase version, make sure to use the Essbase Outline Validation option to resolve all issues within next 3 months to avoid any issues after your environment is upgraded to hybrid Essbase version. If your environment is already on hybrid Essbase version, you don’t need to take any action.
To check whether your environment is on a hybrid or non-hybrid Essbase version, look at the value of Essbase Version supports Hybrid Block Storage Option in the Activity Report. If the value is Yes, it means that your environment is on hybrid Essbase version. If the value is No, it means that your environment is on a non-hybrid Essbase version.
For more information about this option in Administering Planning, see Managing Applications.
Allow access to static.oracle.com
The Getting Started with EPM Cloud for Administrators Guide is updated to remind customers to allow access to static.oracle.com. For the Oracle Redwood Experience to work, Customers must allow access to static.oracle.com, which it provides image files, JavaScript, and other static content.
See About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
Removal of Support for .xls Format When Exporting to Microsoft Excel
In a future update, the default format for exporting the table data to Microsoft Excel from Task Manager, Supplemental Data Manager, and Enterprise Journals will be changed to .XLSX instead of .XLS.
Plan to Display One Day of Data Instead of Three Days of Data on the Jobs Status Page
In the March (24.03) update, the Jobs status page will display, by default, one day's worth of data. (Today, the Jobs status page defaults to display three days of data.) With the change, the Jobs status page will default to display data for one day and the filter’s start and end dates will default to yesterday and today to have a one day difference.
Plan to Discontinue Support for Infolets
In the April (24.04) update, Oracle plans to stop supporting the creation of infolets. Applications using the Redwood Experience will no longer see the option to create infolets on the listing pages. In applications using non-Redwood themes, the Create button on the Infolets page will be disabled. There will be no future enhancements or support for infolets after 24.04.
Plan to Discontinue Support for Non-Redwood Experience Themes
Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base.
Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme.
Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. Customers are encouraged to deploy their applications using Redwood theme only.
Towards the end of first quarter of 2024 (subject to change, safe harbor applies), the Redwood Experience will offer a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. The appearance of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.
In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.
If you're a customer and you're not already using Redwood Experience, you're encouraged to move to the Redwood Experience as soon as possible to take advantage of its user experience advantages.
Customers are encouraged to watch the Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud
This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.
Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting
Native Smart View Ad Hoc Behavior mode is currently still available for EPM Cloud.
Standard is the ad hoc mode upon which all enhancements in the EPM Cloud are being delivered.
Oracle plans to stop supporting Native mode by the end of year 2024. Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases. Any gaps found should to be logged as an enhancement to Standard mode. Enhancements should be logged on the Customer Connect EPM Platform Idea Lab by end of April 2024 for Oracle to review.
Perform the following steps to begin working with Standard mode in your test environment:
- In Application Settings, change Smart View Ad Hoc Behavior to Standard.
- Open worksheets from Smart View and reconnect.
- Refresh the sheets.
NOTES:
-
The expectation for existing Native-mode worksheets is that they will work “as is” when the setting is changed to Standard. New ad hoc sheets will only be created in Standard mode using Standard features.
-
Smart Forms are not supported in Standard mode and there is no plan to support them in Standard mode.
Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences
In a future update, the Dimension column on the User Variables page within User Preferences will honor the Alias Setting in User Preferences. So if an alias name is defined for a dimension, then the Dimension column on the User Variables page will show that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.
Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
EPM Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management.
After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines. To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know.
Removal of Enhanced Integration API and Drill Type UI Options in Data Management System Settings
As of the June (23.06) update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.
Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.
The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.
Announcement: Data Management Feature Migration to Data Integration
The user interface pages listed in the table below are no longer available in Data Management, but are available in Data Integration. Data Integration is available from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update. Data Management is not going away – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers are not affected by the migration and do not see a change in their Data Management user interface. REST APIs are not impacted by this change.
| Data Management | Data Integration | Data Integration Navigation Path |
|---|---|---|
| Source System |
Configure Connections |
From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections. |
| Target Application |
Applications |
From the Data Integration UI, select the Actions drop down, and then Applications. |
| Period Mapping |
Period Mapping |
From the Data Integration UI, select the Actions drop down, and then Period Mapping. |
| Category Mapping |
Category Mapping |
From the Data Integration UI, select the Actions drop down, and then Category Mapping. |
Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.
This transition is gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.
All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.
Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).
Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:
- The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.
- The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation, Financial Consolidation and Close, Planning and Tax Reporting provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template via Task Manager.
- The ability to create new Custom Applications in Data Management will no longer available, and customers should use the “Data Export to File” application type instead. (Existing integrations using a custom application will not be impacted.) See Custom Application in Data Management under EPM Cloud Platform in the Important Actions and Considerations section of this document.
For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.
See Administering Data Integration for Oracle Enterprise Performance Management Cloud for more information.
Removal of Support for Custom Application in Data Management
Since the September (23.09) update, custom target applications can no longer be added in Data Management. (Existing integrations that use a custom target application will not be impacted, and will still run without any changes.) This type of application was used to extract data from the EPM Cloud, and then the data was pushed into a flat file instead of being loaded to an EPM Cloud application. The custom application was superseded by the Data Export to File feature in an earlier update. The Data Export to File feature has enhanced functions and capabilities.
If you still have a custom target application, it is recommended that you use the Upgrade Custom Applications option to migrate your existing custom target application to a data export to file application. For more information, see Upgrade Custom Applications at: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/upgrade_custom_applications_100x438d5119.html.
The migration converts existing file formats from the custom target application to the file formats used in the data export to file option and retains all the existing setup. When the custom target application has been converted, you can run same integration as before. Data export file applications are available both in Data Management and Data Integration.
Calculation Manager Errors and Warnings Enforcement
In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.
Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes
In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.
Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel
Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text while importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.
Oracle Financial Reporting Statement of Direction
Please refer to the Statement of Direction for Oracle Financial Reporting:
Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)
Please note that the Oracle Financial Reporting tentative deprecation dates have been moved to mid-to-late CY24.
For more information:
- See Appendix B in the Designing with Reports Guide: Migrating Reports from Financial Reporting.
- On June 8, the most recent Oracle Cloud Customer Connect event, Migrating Your Financial Reporting to Reports, was presented. There is a presentation, an event recording, and an FAQ sheet accessible. In order to view the event recording and documentation, you must log in to Cloud Customer Connect.