What's New

June 2024 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:

Overview

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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.

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, June 7, 2024.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 21, 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, June 7, 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.

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 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.

EPM Cloud Platform

Oracle Cloud Infrastructure

Oracle-Managed OCI Migration for Classic UK Government Environments

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 has already sent, in the beginning of April 2024, notifications about the upcoming migration. Please follow the instructions in the notification. Your OCI environments will be available in May 2024. When you receive the OCI environments, complete the optional activities documented at Oracle-Managed Migration before July 2024. 

In July 2024, while applying the monthly update 24.07 during the daily maintenance window, Oracle will automatically clone your OCI environments from Classic environments, change the DNS configuration so that the existing Classic service URLs are routed to the OCI environments, and terminate Classic environments. Cloning of test environments will be done on the first Friday of July 2024. Cloning of production environments will take place on the third Friday of July 2024.

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

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

Key Resources

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

• Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide

60-Day Retention for Backups from OCI (Gen 2) Test Environments

The daily backups of OCI (Gen 2) test environments are now retained for an extended period of 60 days. Previously, the backups of production environments were retained for 60 days while those of test environments were retained for 30 days only.

Business Benefit: Extended retention of backups of OCI (Gen 2) test environments addresses the customer's audit and security requirements.

Key Resources

• Backup Data Residency and Retention on OCI (Gen 2) in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Security & Access

Information on Setting Multiple Password Policies

To satisfy the requirement for distinct password restrictions across different users, groups, and roles, you have the option to create multiple password policies and assign them to various IDCS groups. Users belonging to a specific IDCS group adhere to the password policy designated for that group. This information is now available in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Business Benefit: By implementing custom password policies across user roles and group memberships, customers can enforce stringent security protocols and operational efficiency.

Key Resources

• See Setting Password Policies in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

New Application Role Access Control - Manage

EPM Cloud users can now be assigned a new Access Control - Manage application role. Users with this role have the ability to manage groups and assign application roles to both groups and individual users. Additionally, they can generate reports on user security.

Business Benefit: The Access Control - Manage role segregation of duties within Access Control; you don't have to provide the Service Administrator role to a user who is responsible for Access Control only.

Key Resources

• Planning - Administering Access Control for Oracle Enterprise Performance Management Cloud

EPM Automate

Option to Use Existing Users with the simulateConcurrentUsage Command

The simulateConcurrentUsage EPM Automate command has been enhanced to use existing users in the identity domain while running concurrent operations on an environment. To use existing users in the identity domain with this command, you use mode 4, which uses users defined in the users.csv file included in the input ZIP file. In this mode, the command does not create the simulated users.

Business Benefit: This change helps you validate the response time using existing users.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • simulateConcurrentUsage
  • Creating the users.csv file to Run the simulateConcurrentUsage Command

REST APIs

Option to Use Existing Users with the Simulate Concurrent Usage REST API

The Simulate Concurrent Usage REST API has been enhanced to use existing users in the identity domain while running concurrent operations on an environment. To use existing users in the identity domain with this REST API, you use test mode 4, which includes users defined in the users.csv file included in the input ZIP file. In this mode, the REST API does not create the simulated users.

Business Benefit: This change helps you validate the response time using existing users.

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.

Tips And Considerations

Use these Implementation Best Practices to ensure success with your REST API projects.

Key Resources

• Simulate Concurrent Usage in REST API for Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

New Role Assignment Report for Users (v2) REST API

A new Role Assignment Report for Users (v2) REST API is available that generates a Role Assignment Report of users in the environment. The report lists the roles assigned to users. It identifies the user's login name, first name, last name, email address and assigned roles. The report can be created for a specific user or a role or a combination of users and roles. The report includes:

• Predefined roles (such as Service Administrator)
• Application roles (such as Approvals - Assign Ownership, Approvals - Supervise, Approvals - Administer, and Approvals - Design Process)

Business Benefit: As opposed to the v1 version of the Role Assignment Report REST API, this API is synchronous and returns the report content in the response. It also lets you filter the report for a particular user or group.

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.

Tips And Considerations

Use these Implementation Best Practices to ensure success with your REST API projects.

Key Resources

• Role Assignment Report for Users (v2) in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator or Access Control Manager

New Role Assignment Report for Groups (v2) REST API

A new Role Assignment Report for Groups (v2) REST API is available that generates a Role Assignment Report of groups in the environment. The report lists the roles assigned to groups. It identifies the group’s name, description, type and assigned roles. The report can be created for a specific group or a role or a combination of groups and roles. The report includes:

• Predefined roles (such as Service Administrator)
• Application roles (such as Approvals - Assign Ownership, Approvals - Supervise, Approvals - Administer, and Approvals - Design Process)

Business Benefit: This REST API provides a way to find out the roles assigned to groups, rather than to individual users, and is helpful if you have a lot of groups defined in your environment.

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.

Tips And Considerations

Use these Implementation Best Practices to ensure success with your REST API projects.

Key Resources

• Role Assignment Report for Groups (v2) in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator or Access Control Manager

View the Current Theme for the Application in the Get Applications REST API

You can now use the Get Applications REST API to view the current theme for the application.

Business Benefit: This allows you to automate the process of getting application themes.

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.

Tips And Considerations

Use these Implementation Best Practices to ensure success with your REST API projects.

Key Resources

• REST API for Oracle Enterprise Performance Management Cloud
  • Get Applications
  • About the REST APIs for EPM Cloud
  • EPM Cloud REST API Compatibility
  • Quick Reference Table - REST API Resource View

Access Requirements

• Service Administrators

Accessibility

Accessibility Keys for EPM Cloud Platform Tasks

The non-standard access keys for navigating the Member Selector dialog box of the Edit Member Properties page in Forms 2.0 and Dashboard 2.0 are now documented in the Oracle Enterprise Performance Management Cloud Accessibility Guide.

Business Benefit: The non-standard accessibility options aid in efficient navigation of EPM Cloud environment, business processes, and common platform components. This ensures inclusivity and compliance with accessibility standards, enhancing user experience and facilitating seamless interaction with the platform for all users.

Key Resources

• See Access Keys for EPM Cloud Platform Tasks in Oracle Enterprise Performance Management Cloud Accessibility Guide

Smart View

Updated EPM Books Extension for Smart View

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

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

Steps to Enable

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

1. From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
2. Select your business process instance, then follow the prompts.

Key Resources

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

New Application Setting to Enable Upcoming Support for Oracle Smart View for Google Workspace in Google Sheets

A new application setting, Smart View Add-on with the option Google Sheets, is now available to enable the upcoming support for the Smart View extension in Google Sheets.

When Oracle Smart View for Google Workspace becomes available, users of Google Workspace will be able to access EPM Cloud data, work on forms, and perform ad hoc analysis in Google Sheets. Service Administrators must select the Google Sheets option in application settings to enable the Smart View extension in Google Sheets. This option is not selected by default.

Business Benefit: Users will be able to work on forms and ad hoc grids and use various Smart View features in Google Sheets, when Oracle Smart View for Google Workspace becomes available.

Steps to Enable

To enable the Smart View add-on extension for Google Sheets:

1. Open the web application for your business process.
2. Click Applications, and then click Settings.
3. In the Smart View Add-on section, select the Google Sheets check box.
4. Click Save.

Key Resources

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

Reports

Introducing Bursting Email Consolidate Attachments and Zip Attachments Options

Bursting now allows you to collate multiple attachments in a zip file format and send it to a single recipient.

Previously, separate emails were sent for each generated report or PDF. Now, you can optionally select Consolidate Attachments, which will consolidate all bursting output email attachments for a single user into an email. For newly created bursting definitions, Consolidate Attachments are enabled by default. Also, you can consolidate bursting output email attachments into a ZIP file format by selecting ZIP Attachments, and then specifying a ZIP File Folder Path to create folders within the ZIP file.

Consolidate Attachments and Zip Attachments Options in Bursting

Business Benefit: This enhancement provides customers the ability to receive multiple attachments in a single email in a convenient and hassle-free manner.

Key Resources

• Designing with Reports for Oracle Enterprise Performance Management Cloud
  • About Bursting
  • Prerequisites
  • Simple Steps for Creating a Bursting Definition
  • Configuring the Email Channel

User Interface

Ability to Add a Custom Logo for Redwood Experience Themes

You can now update Redwood Experience themes (Oracle, Custom Dark, and Custom Light) with a custom logo.

To add a custom logo, click Tools, click Appearance, and then select Enable Redwood Experience (if it's not already selected). To replace the default Oracle logo with your own logo image, select Upload File to choose a locally stored custom image file, or select Provide URL to choose a custom image URL.

Business Benefit: This enhancement enables you to further customize your environment while using the Redwood Experience.

Key Resources

• Configuring EPM Cloud Appearance in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Financials

Ability to Incrementally Add Dimensions to NetSuite Planning and Budgeting After Initial Configuration

You can now incrementally add custom dimensions to your Planning and Budgeting application after you enable Planning and Budgeting Financials.

Previously, you could only enable custom dimensions during the initial configuration of the application. This meant that in order to add custom dimensions, you would have to delete and then rebuild an instance. Now, you can enable up to 3 new custom dimensions at any point during or after initial configuration.

Business Benefit: This enhancement eliminates the time and effort spent deleting and rebuilding an instance if a customer needs to add custom dimensions.

Key Resources

• Enabling Planning and Budgeting Financials in NetSuite Applications Suite

Enhanced Financial Statement Reports

The following financial statement reports have been enhanced in terms of layout:

• Balance sheet
• Income statement
• Cash flow statement

Business Benefit: The changes to the layout of the reports make them more readable when you view them in your Planning and Budgeting application or download them.

Steps to Enable

You must re-download the LCM that comes with the Planning and Budgeting Financials Sync SuiteApp and re-upload the artifacts for the reports.

To re-download the LCM:

1. In NetSuite, go to Setup > Planning and Budgeting Financials > Download Integration
2. To save the ZIP file to disk, click Download.

To upload the report artifacts to your application:

1. In Planning and Budgeting, from the Home page, Click Tools. Then, click Migration.
2. Click the Snapshots tab.
3. Click Upload.
4. From the LCM file, upload only the reports that are located in HP-NetSuite/resource/Global Artifacts/Reports.
5. Click OK.

Key Resources

• Integration Guidelines in NetSuite Applications Suite

Access Requirements

You must have the Administrator role in NetSuite to re-download the LCM that comes with the Planning and Budgeting Financials Sync SuiteApp. If you don't have the appropriate role assigned to you, work with your administrator to update your reports.

Dashboards 2.0

Existing 1.0 dashboards have been converted to Dashboard 2.0. These dashboards now come as default for NetSuite Planning and Budgeting.

Applicable Dashboards:

• CFO KPI Balance Sheet and Cash Flow Dashboard
• CFO KPI Income Statement Dashboard
• Balance Sheet Dashboard
• Cash Cycle Dashboard
• Cash Flow Dashboard
• Income Statement Dashboard
• OpEx as Pct of Total Revenue
• OpEx by Account
• OpEx by Department
• OpEx Trend Overview
• Class Revenue Dashboard
• Customer Revenue Dashboard
• Item Revenue Dashboard
• Revenue Dashboard

Dashboard 2.0 features:

• Revitalized Dashboard Designer
• New Grid chart type that renders Forms 2.0 inside Dashboard 2.0 which supports data write-back
• New URL and Commentary types of Dashboard objects
• Ability to convert 1.0 to 2.0 individually or at a folder level on the Dashboards page
• New user interface for associating business rules
• Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard component
• New menu options for opening and editing forms in Dynamic Tabs directly from the Dashboard
• New Information icon for the Dashboard and all Dashboard components
• Sophisticated POV member selection with Jet Member Selector
• Increased supported tiles from 6 to 10 in one component, and increased number of components on a dashboard from 9 to 12
• Enhanced Designer to include a Style property which renders the Dashboard in Default, Light, and Dark background colors with just one click
• Introduced new "Edit without Data" option
• Introduced a Save option at the Dashboard level which will write-back Grid Data updates. Also, Associated Business Rules will be run by enabling User to input Run-time Prompts
• Complies with defined Valid Intersections in Dashboard POV Member Selections
• Text Editor option introduced for formatting the Dashboard title
• Data limits for charts can be configured in the designer to support asymmetric grid shapes
• Option to hide Dashboard component borders for seamless display of various charts

Business Benefit: Dashboard 2.0 uses Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs.

Tips And Considerations

To work with Dashboard 2.0, you must enable the Redwood Experience. For more information on the Redwood Experience, see About Redwood Experience.

Unmodified 1.0 dashboards will now come as default as 2.0, therefore, you don't need to do anything for unmodified dashboards. If you have modified your dashboards, then you will have to manually convert them to Dashboard 2.0.

To convert existing 1.0 dashboards:

1. On the Dashboards page, click the Actions icon (ellipsis) next to the folder or next to the individual dashboard.
2. Select one of the following options:
   • To convert a folder of dashboards, select Convert All Dashboards to 2.0.
   • To convert the individual dashboard, select Convert to Dashboards 2.0.

To create a new 2.0 dashboard, on the Dashboards page, click Create, then select Dashboard 2.0.

Key Resources

• Designing Dashboards in Administering Planning 
• Using Dashboards to Work with Data in Working with 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 and Planning.

EPM CLOUD PLATFORM

Install the Newest Version of EPM Automate

Oracle strongly recommends that you install and use the latest version of EPM Automate. The best practice is to update EPM Automate every month so that you get to take advantage of the latest new features, bug fixes, and stability, security, and reliability improvements.

• Installing EPM Automate
• Upgrading EPM Automate

Upgrade to the Redwood Experience and the Removal of Non-Redwood Themes

In the July update (24.07) of EPM Cloud, Oracle will automatically update all EPM Cloud environments that use a non-Redwood theme to the Redwood Experience. As a result, themes outside of the Redwood Experience will no longer be supported.

Customers who are currently using non-Redwood themes are encouraged to switch to the Redwood Experience as soon as possible to take advantage of its numerous features, including compact navigation and theme background choices with support for custom logos and background. Oracle recommends that you use a maximum Windows display scale setting of 125% when using the Redwood Experience.

For more information on the Redwood Experience, see these information sources in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators:

• About Redwood Experience
• Configuring EPM Cloud Appearance

NOTE: Non-Redwood themes will no longer be supported starting with the June (24.06) release of Enterprise Data Management only.

Fixed Issues in Forms 2.0 and Dashboard 2.0

Many of the gaps and issues that customers have raised for Forms 2.0 and Dashboard 2.0 through Cloud Customer Connect forums have been addressed. We encourage you to use Forms 2.0 and Dashboard 2.0 to ensure that your use cases are being met.

The issues that were addressed 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.

Plan to Discontinue Support for Infolets

Oracle plans to stop supporting the creation of infolets later this year. 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.

Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version

In the May (24.05) update, Oracle upgraded all Profitability and Cost Management environments on a non-hybrid Essbase version to a hybrid Essbase version. In the June (24.06) update, Oracle is planning to upgrade all Narrative Reporting environments on a non-hybrid Essbase version to a hybrid Essbase version. Oracle plans to upgrade all other environments on a non-hybrid Essbase version to a hybrid Essbase version in the July (24.07) update.

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:

1. From the Home page, click Application, and then click Overview.
2. Click Actions, select Essbase Outline Validation, then select Pre validate Outline.
3. 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 as soon as possible to avoid any issues after your environment is upgraded to the 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 Validating the Essbase Outline.
• in Getting Started with Oracle Enterprise Performance Management Cloud for Administrator, see About Essbase in EPM Cloud

Plan to Remove Users Administration and Groups Administration from Audit Reports

Currently, you can get information on Users Administration and Groups Administration from the Audits Reports available in the Identity Console. You can also get this information using EPM Automate and EPM Cloud REST APIs. In an upcoming monthly release, information on Users Administration and Groups Administration will no longer be included in audit reports.

In the Enable Audit dialog box, the Users Administration and Groups Administration options will remain available for some time to allow customers who already have these records to view any existing user and group provisioning records. However, after this change, no new records will be displayed in the Audits Report.

• Planning: Auditing Overview in Administering Planning

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • roleAssignmentAuditReport
  • groupAssignmentAuditReport

• REST API for Oracle Enterprise Performance Management Cloud:
  • Role Assignment Report
  • Role Assignment Audit Report for OCI Gen 2
  • Group Assignment Audit Report

Allow access to static.oracle.com

Customers are reminded 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.

See About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Additional Execution Sequencing Routines for Task Manager Jobs

In a future update, Task Manager Jobs will include additional execution sequencing routines to ensure application and data integrity. When potential conflicting jobs are executed simultaneously, the service will sequence the jobs to ensure application integrity. While the individual job’s execution times will not be impacted, the job’s start time may be delayed due to the optimization sequencing.

Change in the Default Format When Exporting to Microsoft Excel

In a future update, the default format for exporting table data to Microsoft Excel from Task Manager, Supplemental Data Manager, and Enterprise Journals will be changed to .XLSX instead of .XLS.

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:

1. In Application Settings, change Smart View Ad Hoc Behavior to Standard.
2. Open worksheets from Smart View and reconnect.
3. 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.

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 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 Considerations Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Considerations diagnostic tool for any rule being launched, validated, or deployed. This enhancement is scheduled to coincide with the enhancement to the Rules listing page. Administrators will see the Rule Status indicating if there are Errors and/or Considerations in the listing page in addition to the Errors & Considerations tab in Calculation Manager.

Rules will continue to deploy and execute even with Errors or Considerations. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior. However, Oracle Support will require all Errors to be cleared before reviewing any issues submitted for such rules. Any remaining Considerations will require justification for why they are not cleared before Oracle Support will review any such rules.

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.