July 2023 Update

Revision History

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

Date	Module	Feature	Notes
30 JUN 2023			Created initial document.

Overview

HAVE AN IDEA?

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

GIVE US FEEDBACK

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

DISCLAIMER

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

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

Feature Summary

Planning and Budgeting (NSPB)

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, July 7, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, July 21, 2023.

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

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

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, July 7, 2023.

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

Helpful Information

Documentation Updates Available One Week After Readiness Documents

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

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

Fixed Issues and Considerations

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

NOTE: Fixed issues for EPM Cloud 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.

EPM Cloud Platform

New Look and Feel for Help Center Books and Tutorials

A new look and feel for Oracle Help Center books and some tutorials is live now. For example, see Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.  The new template incorporates feedback from customers, follows page design industry standards, and continues to lead the way for an extensive technical search.

Key features include:

• Simplified layout: Increased visual priority on the content area of the page.
• Wider pages: If you have a wide screen, your content area will expand to fill more of your screen.
• Visual design updates: Updated user interface consistent with Oracle's brand design.
• New features: Several new features including social sharing, prominent call to action buttons, and display of publication metadata.

Tip: if you experience issues accessing links to books on the Help Center, it could be related to this change. Clearing your browser cache should resolve this.

Business Benefit: The new look and feel improves the user experience and makes the content more readily available.

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

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

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

Oracle is sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.

For customers whose environments were included in Wave 4 (April 2023 Migration Notification): The migration of application data and users from Classic to OCI environments and the DNS configuration change to route the existing Classic service URLs to OCI environments will occur in the 23.07 (July) monthly update. If you prefer not to have the migration take place in the 23.07  monthly update, please run the skipUpdate EPM Automate command to skip the 23.07 update.

• If your environments are included in Wave 5 (May 2023 Migration Notification), you must already have received your OCI environments. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
  • Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• If your environments are included in Wave 6 (June 2023 Migration Notification), you will receive your OCI environments in July 2023. Because your OCI environments may be provisioned at different times, you may not receive notification emails for all the environments at the same time.

• If your environments are included in Wave 7, you will be notified on July 3, 2023.

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

Oracle is no longer accepting any service request for Customer-Managed Migration. If only some of your environments were migrated using Customer-Managed Migration, the remaining environments will be migrated using Oracle-Managed Migration.

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

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

Steps to Enable

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

Key Resources

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

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

While Daily Maintenance Is Running, Jobs Run by REST APIs and EPM Automate Are Not Initiated

The following EPM Cloud REST APIs and EPM Automate commands do not start while the automated daily maintenance is in progress. They need to be re-initiated after the daily maintenance is complete.

• Clear Cube REST API and clearCube EPM Automate command
• Compact Cube REST API
• Export Data REST API and exportData EPM Automate command
• Export Metadata REST API and exportMetadata EPM Automate command
• Import Data REST API and importData EPM Automate command              
• Import Metadata REST API and importMetadata EPM Automate command
• Merge Data Slices REST API and mergeDataSlices EPM Automate command   
• Optimize Aggregation REST API and OptimizeASOCube EPM Automate command            
• Cube Refresh REST API and refreshCube EPM Automate command
• Restructure Cube REST API and restructureCube EPM Automate command

Business Benefit: This restriction ensures that the REST APIs and EPM Automate commands don’t fail because of the automated daily maintenance.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Managing Daily Maintenance in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
• EPM Automate Commands in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
• Manage Jobs in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

New REST API for Running a Pipeline

In this update, the new Run Pipeline REST API enables you to execute a series of jobs in the stages of a Pipeline, perform integration processes, and optionally send emails, and attach job logs.

Business Benefit: This REST API is an alternative to running a Pipeline from the Data Integration user interface.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Running a Pipeline in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator

Remote Connections Now Available for Open Batch Job Types in Pipeline

Customers can now include open batch job types in a Pipeline using either a local or remote connection.  This enables customers to orchestrate open batch jobs across instances from one location.  For example, you can load files to a local host server and then have the system copy files to a remote server and then execute the integrations.

Business Benefit: Prior to this update, open batches integrations could only be run from a local host.

Key Resources

• Adding a Job Type to the Pipeline in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator

Auto Copy Files to Remote Server for File-Based Integrations in Pipeline

For file-based integrations to a remote server in the Pipeline, the system now copies any files automatically from a local host to the remote server under the same directory.

In addition, the system creates the directory if the directory does not exist. If the file is not specified on the local host, then the file must be present on the remote server, otherwise the integration fails.

Business Benefit: This features enables a local file specified on the local host server to be added and run on a remote server.

Key Resources

• Using an Integration Job Type in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator

New Job Types in Pipeline

In this update, new job types are available in the Pipeline:

• Plan Type Map—Copies data from a block/aggregate storage cube to an aggregate storage cube or from a block/aggregate storage cube to another block/aggregate storage cube based on the settings specified in a Planning job of the type plan type map.

• Export Metadata—Export metadata from an EPM Cloud business process to a flat file (in .csv or .txt file format.

• Import Metadata—Import metadata from a flat file to your EPM Cloud business process, and optionally refresh the cube and generate an error log.

Business Benefit: The Plan Type Map job type enables customers to copy data from a block storage cube to an aggregate storage cube or from a block storage cube to another block storage cube. The Import Metadata job type allows customers to build a metadata load file in any format, from any source, and export the metadata using the Export Metadata job type to an Oracle Enterprise Performance Management Cloud environment.

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud
  • Using a Plan Type Map Job Type
  • Using an Import Metadata Job Type
  • Using an Export Metadata Job Type

Access Requirements

• Service Administrator

Data Integration Support for Custom MDX Dimension Member Function in Source Filter

In this update, customers can now specify a free format custom filter to qualify valid MDX member selections on the Filters tab in Source Options.

To use a custom filter, you use MDX syntax to define the custom filter by enclosing members with braces, the { and } characters. The following is the syntax for the custom filters: "#Custom{<Valid MDX Member Selection Function>}".

The following example shows custom filters applied to the "Account," "Currency," and "Entity" dimensions:

Custom Filters on the Source Options Filter Tab.

Business Benefit: Custom filters enable customers to qualify results from the source based on valid MDX member selections not available on the Member Selection page.

Key Resources

• Defining Custom Filters for a MDX Query in Administering Data Integration for Oracle Enterprise Performance Management Cloud

New Flex Form Option to Retain Invalid Members in Smart View

In flex forms, you can now retain invalid members on the sheet after a refresh. To accomplish this, Service Administrators enable the new Smart View option, "Show invalid members on flex form," during form design.

When entering member names in a flex form, errors may occur; for example, you may:

• Mistype or misspell a name, creating an invalid member in the cell

• Make an error when copying and pasting member names from one sheet to another, or within the same sheet, resulting in invalid members

• Enter a member name that is beyond the form definition, resulting in an invalid member

Previously, when this occurred, the rows or columns with invalid members were removed from the sheet upon refresh, making it difficult to know what the issue was, and forcing you to reenter member names.

Starting in this update, the flex form can retain any invalid members on the form after refresh if the Service Administrator enables the "Show invalid members for flex form" check box under Smart View Options in the Layout tab of the form definition.

Note that the "Show invalid members for flex form" check box is enabled only when "Enable flex form for rows" or "Enable flex form for columns," or both, are enabled.

Following are some example scenarios that show you how to work with invalid members on the sheet.

Example of Misspelled Member Name

For example, based on the the Vision application form, HR Expenses, you open the form as a flex form. The Service Administrator has enabled the Smart View options, "Enable flex form for rows" and "Show invalid members for flex form."

Flex Form Containing No "7690: Meals" Member

You notice that the "7690: Meals" member is not present on the form so you set out to add it. You insert a row on the grid and begin typing, but make a spelling error. After clicking Refresh, Smart View calls out the row for you with the member cells highlighted and the data cells displaying #InvalidMember.

Flex Form with Invalid Member Row Highlighted

After fixing the spelling error, click Refresh and note that the flex form is displayed correctly, with the valid member names and data.

Flex Form with Valid Members Displayed

Example of Missing Member Name on Multi-Dimension Row

#InvalidMember is displayed on the flex form in Smart View when a row or column has multiple members and you miss entering a member on a member cell in that row or column. In the following example, there are two dimensions on the rows. You added three rows after row 17. The members from the Product dimension in Column A, rows 18, 19, and 20, were typed correctly. But you did not type any entries in the same rows in Column B. Those cells are missing the member name from the Scenario dimension. This is the result after clicking Refresh.

Flex Form with Missing Member Names in Column B, Rows 18, 19, and 20

To correct this situation, type the members names in column B and click Refresh.

Example of Member Name Entered that is Outside of Form Definition

#Invalidmember is displayed on the flex form in Smart View when you enter a member that is beyond the form definition.

For example, suppose that in the form, the Year dimension is limited to FY17, FY18, and FY19. But in the application outline, the dimension contains many more members, such as FY20, FY21, FY22, and FY23.

When designing a flex form, if the Service Administrator has selected the "Flex beyond form definition" option for the Year dimension, then you may add members that are outside of the form definition, such as FY20. If the "Flex beyond form definition" option is not selected, then adding a member that is outside of the form definition will result in invalid members, even though the members exist in the outline.

In the following case, the "Flex beyond form definition" option was not selected for the Year dimension on the column. You add a column and enter FY20, and then click Refresh. Note below that column I now contains invalid members. 

"Flex beyond form definition" Is Not Selected and Member Is Outside of Form Definition

To remedy this, your Service Administrator should select the "Flex beyond form definition" option for the Year dimension. With this option selected, you may enter the members that are outside of the form definition, click Refresh, and retain the members on the flex form.

Business Benefit: Enabling the new "Show invalid members for flex form" check box lets users easily understand and correct any error they may have made in entering member names in flex forms.

Steps to Enable

To retain invalid members on a flex form, a Service Administrator performs these steps from the EPM Cloud web interface:

1. From the Navigator, under Create and Manage, click Forms.

2. Select an existing form to edit or, in the Form and Ad Hoc Grid Management page, click the Actions drop-down menu and click Create Simple form.

3. In the form definition page,  under Smart View Options in the Layout tab, select the Enable flex form for rows and Enable flex form for columns check boxes, as you require. You may select one or both of these options.

4. Select the Show invalid members for flex form check box. This option is displayed only when a row or column flex option is selected, as described in the previous step.

5. Optionally, for individual rows or columns, in Dimension Properties, enable the Flex beyond form definition option, as you require.

6. Save the form.

Tips And Considerations

• In rows and columns containing multiple dimensions, if even a single member is invalid, all members on the row or column are highlighted as invalid. For example, if a row contains the "Tablet" and "Current" members, and you type "Tablet" correctly, but type "Currnt" in error, both the Tablet and Currnt members will be highlighted as invalid. You should examine all the highlighted member names and correct those that are typed incorrectly.

• Attempting to delete an entire row or column by using the Delete key to delete only the member cells of a row or column will result in invalid members in the member cells upon refresh. To delete entire rows or columns on a flex form, use the" delete entire row" or "delete entire column" operations in Excel. 

Key Resources

• FreeForm
  • Administering FreeForm
    • Designing Flex Forms
    • Setting Smart View Form Options
    • Setting Dimension Properties

• Planning (also applies to Enterprise Profitability and Cost Management, Financial Consolidation and Close, Tax Reporting)
  • Administering Planning
    • Designing Flex Forms
    • Setting Smart View Form Options
    • Setting Dimension Properties

• Smart View
  • Flex Forms in Working with Oracle Smart View for Office

Additional Properties Viewable in Member Information Dialog in Smart View

In Smart View ad hoc grids, additional members properties are now included in the Member Information dialog.

In the Member Information dialog, member properties are grouped and displayed on the following tabs. Only the tabs that are applicable to the member and connection are displayed.

• Information: A list of general information about the member such as the Name, Dimension, Data Storage, Data Type, Scenario Rollup, Skip Value, and so on.
  • The newly added properties include Generation, Parent Member Name, Child Count, Two Pass Calculation, Hierarchy Type, Solve Order, Flow Metric, Aggregation Level, Level, Share, Category, Attributed, Formula, Dynamic Child Bucket Size, and Dynamic Child Access Mode.
  • The newly added properties specific to Dimension type are as follows:
    • Version: Standard Bottom up, Sandbox Enabled, Enabled For PM
    • Scenario: Scenario Rollup, Beg Balance, Start Time Period, End Time Period, Start Year, End Year
    • Account: Exchange Rate Type, Enable445, Sub Account Type, Account Type, Time Balance, Variance Reporting, Flow Metric 
    • Period : Q1, Q2, Q3, Q4 (Start Period, End Period)

• Aliases: A list of alias tables and corresponding aliases associated with the member

• Attributes: A table of the dimensions, members, and types of attributes associated with the member

• Formula: The formula associated with the member

• Comments: A list of comments associated with the member

• User Defined Attributes: A list of user defined attributes (attributes of the member defined by the administrator)

You access the Member Information dialog from the provider ad hoc ribbon in Smart View. For example, in Smart View, connect to a Planning data source and create a new ad hoc grid or open a saved one. Select a member cell and then, from the Planning Ad Hoc ribbon, select Cell Information.

You can also use these methods to access the Member Information dialog:

• In the ad hoc grid, right-click the selected member cell, then select Smart View, and then select Cell Information.

• In the Member Selection dialog, select a member in the right pane, and then from the Options button drop-down menu, select Cell Information

The information you view in the Member Information dialog can also be saved to an Excel file by clicking the Save button.

Business Benefit: The Member Information dialog now provides you with more details about members in an ad hoc grid.

Key Resources

• Viewing Member Information in Working with Oracle Smart View for Office

View Member Name and Alias in Rows, Even When an Alias Table is Not Used in Smart View

Using the Member Name and Alias option, you can now view member name and alias in rows even when an alias table is not used, that is, set to None, without impacting the display of member names in POV columns.

The Member Name and Alias option allows you to view both the member names and their aliases in adjacent columns for row dimensions in ad hoc grids when connected to a Standard-mode application.

Previously, when this option was selected, member names and aliases were displayed in rows, if an alias table was selected or set to Default using the Change Alias option on the provider ad hoc ribbon. Now, you can view member names and aliases in rows even when an alias table is not used, that is when it is set to None. When the Member Name and Alias option is selected and the alias table is set to None, the row dimensions retain the aliases based on the last used alias table, while the POV columns display the member names or aliases based on the last used alias table.

In Smart View, to view both member names and their aliases in an ad hoc grid:

1. Place an ad hoc grid on a worksheet. You may have more than one row dimension in the grid.

2. In the Smart View ribbon, click Options.

3. In the Member Options tab, select the Member Name and Alias option from the Member Name Display list, then click OK.

4. In either the Smart View ribbon or the provider ad hoc ribbon, click Refresh. For row members, both member names and their corresponding aliases are displayed in the ad hoc grid.

5. In the provider ad hoc ribbon, click Change Alias and select the None option. Observe that the member names and their aliases for row members are retained in the grid.

Business Benefit: Users, especially those migrating from Essbase, now get the same functionality of viewing member names and their aliases side-by-side, irrespective of whether an alias table is selected or not.

Tips And Considerations

To enable the Member Name and Alias option for Smart View users working with ad hoc grids, Service Administrators set the application option Smart View Ad Hoc Behavior, to Standard. All new and recreated applications are automatically set to Standard.

Key Resources

• Working with Oracle Smart View for Office:
  • Working with Aliases and Alias Tables
  • Displaying Member Names and Aliases in Grid
  • Member Options

Performance Improvement in Zoom In Operations on Multiple Selected Cells in Smart View

While zooming in on a range of selected cells in an ad hoc grid, performance issues like out of memory and worksheet loading failures are no longer encountered.

Multiple cells can be selected across rows and columns for zooming in on many levels like the next level, all the levels, or the bottom level. Zooming in on multiple cells, especially on all levels, results in a large number of cells being selected. If the data suppression options like suppress rows with no data or missing values are not enabled, it may lead to insufficient memory and failure to load worksheets while zooming in.

To prevent this issue, a governor limit for the number of selected cells is introduced along with the following improvements:

• If the number of selected cells is within the threshold, then the zoom in operation happens successfully, without any performance issues like out of memory and worksheet loading failures.

• If the number of selected cells exceeds the threshold, then a warning message informs users about the inability to load data as the number of cells before suppression exceeded the threshold. Users can reduce their cell selection range to proceed with the zoom in operation.

To zoom in:

1. Select a range of cells.
2. In the provider ad hoc ribbon, click the down arrow next to Zoom In and select the level that you want to zoom in to.

Business Benefit: Users can zoom in on multiple selected cells, without experiencing any out of memory issues and worksheet loading failures. A useful warning message also alerts them if they exceed the threshold for number of selected cells.

Key Resources

• Zooming In in Working with Oracle Smart View for Office

Reports Support for Valid Intersections

In the EPM Cloud Platform business processes, Administrators can enable applications to include valid or invalid intersection rules. For example, you can specify that certain Products are valid only for certain Entities.

Valid intersections also provide Point of View (POV) member filtering between dimensions where valid intersection rules are defined. 

When previewing a report in Reports, grid data will only display for valid intersections and POV member filtering is enabled for genuine intersections.

NOTE:

• Valid Intersection POV member filtering is only supported for report grids.  Books and bursting definitions are not supported and will not filter the POV members for valid intersections.

• Valid Intersection POV member filtering is only supported when selecting members in the POV bar and not when selecting POV members in a prompt.

When previewing a report, you can view all members in a POV dimension, including invalid members, by selecting Show Invalid Members in the POV drop-down list or the POV member selector for the dimension.

You can also show valid or invalid intersections by selecting or deselecting the Show Only Valid Intersections preference in the report preview, using the Reports Actions menu. This preference is not selected by default and applies to all reports connecting to the same data source for the user.

Business Benefit: Valid intersection settings are more adaptable when you can exclude members from all hierarchies.

Key Resources

Working with Valid Intersections in Designing with Reports for Oracle Enterprise Performance Management Cloud

• Learning About Valid Intersections
• Understanding Valid Intersections from the Point of View
• Understanding Valid Intersections on Grid Data

Enhanced Views in Task Manager, Supplemental Data Manager, and Enterprise Journals

Task Manager, Supplemental Data Manager, and Enterprise Journals have a new view option and enhancements to existing views:

• New view called Chart View: You can use chart views to create visual representations of the data such as bar graphs, pie charts, area charts, combination charts, doughnut charts, line graphs, and tile charts. Click on the parts of the chart to view the details. The chart view is available in:
  • Schedule Tasks
  • Supplemental Data Tasks
  • Alerts
  • Supplemental Data Analysis
  • Enterprise Journals
  • Enterprise Journal Line Items

• Existing Group View is more robust and renamed to Pivot View: Provides a pivot table style grouping of data within the list. You can click the values to drill-down to view the details.

• Saved Lists: Renamed to Saved Views. This change is applicable to all areas that currently use saved lists. You can create saved views for list views, pivot views, and chart views.

Business Benefit: These enhanced views allow better visualization and insight into your operational data.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Working with Views

• Tax Reporting
  • Administering Tax Reporting
    • Working with Views

• Planning
  • Administering Planning
    • Working with Views

Operational Dashboards for Tasks, Alerts, Supplemental Data, and Enterprise Journals

New operational dashboards provide greater visibility into the operational data within your business processes, allowing instantaneous access to your tasks, alerts, supplemental data, and enterprise journals data. Each dashboard can contain up to four different views and each view can have a different design and layout based on the requirement. You can combine different operational data sets. For example, you can have two views for tasks, one view for supplemental data, one view for enterprise journals all within a single dashboard.

Business Benefit: Operational Dashboards help to visualize key performance indicators for your business, make complex data easy to read and interpret, and provide on-demand visibility and insight.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Working with Dashboards

• Tax Reporting
  • Administering Tax Reporting
    • Working with Dashboards

• Planning
  • Administering Planning
    • Working with Dashboards

Aggregate Storage Cube (ASO) Supported As Source in Data Maps

Data Maps now supports an aggregate storage cube (ASO cube) as a source in Data Maps.

Business Benefit: ASO cubes are designed to provide rapid aggregation capabilities for much larger Essbase outlines, typically supporting many more (and larger) dimensions.

Key Resources

• Understanding Data Maps in Administering Data Integration for Oracle Enterprise Performance Management Cloud

New System Setting - Use All Alias Tables on Refresh

A new system setting, Use All Alias Tables on Refresh, enables you to specify whether alias names in ad hoc grids are evaluated using the currently selected alias table or against all alias tables.

If the Use All Alias Tables on Refresh system setting is set to Yes, the system evaluates the alias name against all alias tables. If this setting is set to No (this is the default setting), the system evaluates the alias name against the currently selected alias table. In either case, if the system cannot identify the input as a valid member name or alias, the input will be displayed as a comment.

To view the Use All Alias Tables on Refresh system setting, click Application, and then click Settings.

Business Benefit: The Use All Alias Tables on Refresh system setting lets you control how alias names are evaluated in ad hoc grids.

Key Resources

• Enterprise Profitability and Cost Management
  • Administer and Use Enterprise Profitability and Cost Management
    • System Settings

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Specifying Application Settings

• FreeForm
  • Administering FreeForm
    • What Application and System Settings Can I Specify?

• Planning and Planning Modules
  • Administering Planning
    • What Application and System Settings Can I Specify?

• Tax Reporting
  • Administering Tax Reporting
    • Specifying Application Settings

Announcement: Data Management Feature Migration to Data Integration

Starting with the September (23.09) update, the user interface pages listed in the table below will no longer be available in Data Management, but will be available in Data Integration. Data Integration is available now 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 in 23.09 – we are only moving a few features now that have 100% parity with Data Integration. 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 will be 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 and Financial Consolidation and Close provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template.

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.

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

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud

Removal of Calculation Manager Administrator Application Role

As previously announced, the Calculation Manager Administrator application role has been removed from EPM Cloud and is no longer displayed in Access Control screens. The removal of this role has no impact on current role assignments and operations in your environments.

Business Benefit: The removal of the Calculation Manager Administrator Role from Access Control makes this unnecessary role invisible in Access Control. This role was never used in EPM Cloud.

Key Resources

• Managing Role Assignments at the Application Level in Administering Access Control for Oracle Enterprise Performance Management Cloud

Renaming of Manage Public Filters and Lists and Reconciliation Manage Public Filters and Lists Roles

The Manage Public Filters and Lists and Reconciliation Manage Public Filters and Lists roles have been renamed to align their names with similar roles  in other EPM business processes.

The Manage Public Filters and Lists (Planning) and Reconciliation Manage Public Filters and Lists (Account Reconciliation) roles have been renamed as follows:

Old Name: Task Manager - Manage Public Filters and Lists

New Name: Task Manager - Manage Public Filters and Views

Old Name: Reconciliation Manage Public Filters and Lists

New Name: Reconciliation Manage Public Filters and Views

Business Benefit:  The renaming of roles affecting public filters and lists aligns their names with similar roles in other business processes.

Key Resources

• Managing Role Assignments at the Application Level in Administering Access Control for Oracle Enterprise Performance Management Cloud

Information on EPM Cloud HTTP Security Headers

The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide has been updated with information on all secure HTTP request and response headers used in OCI (Gen 2) EPM Cloud environments.

Business Benefit: Secure HTTP Headers enhance security compliance by protecting EPM Cloud (Gen 2) data communication.

Key Resources

• Understanding EPM Cloud Security Compliance Features in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Updates to the Activity Report

The Activity Report has been enhanced to provide better navigation within the report using tabs that take you to the beginning of important sections. The information in the report is color coded to help you understand the type of information you are viewing currently. Additionally, the Activity Report has been enhanced to display Supplemental Data Manager design and runtime metrics.

Tabs in the Activity Report

The Activity Report has been enhanced with the User Interface, Hourly, Runtime, Application, Operational, and Usage tabs to help you navigate within the report. The information available in the report is color coded to match the color of these tabs to help you understand the type of information that is currently displayed.

Color Coded Tabs in the Activity Report

• User Interface: Information about users who accessed the service such as number of users, top 7 user interface requests, and top 15 user interface requests based on execution time.

• Hourly: Hourly metrics including those on average response time by hour, number of Essbase operations, and the number of user requests by hour.

• Runtime: Runtime metrics for the application in your environment such as top 10 calculation scripts by average duration, top 10 most run calculations, and Essbase runtime metrics.

• Application: Application design metrics including Essbase design metrics, application size, Essbase BSO and ASO cubes statistics.

• Operational: Operational Metrics such as Daily Maintenance Duration in minutes.

• Usage: Usage metrics including lists of most and least active users, and the Smart View and Microsoft Excel versions being used.

Supplemental Data Manager Design and Runtime Metrics

Two new tables listing Supplemental Data Manager runtime and design metrics are available in the Activity Report. These tables are illustrated in the following image:

Supplemental Data Manager Runtime and Design Metrics tables

Business Benefits: Tabs help you navigate to the beginning of important sections within the Activity Report. New Supplemental Data Manager metrics help you understand the  runtime and design parameters, which can be used to optimize your application.

Key Resources

• Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
  • Activity Report Contents
  • Supplemental Data Manager Design and Runtime Metrics

Financials

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