Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.


What’s Changed


04 MAR 2016

Initial Document Creation

Oracle Planning and Budgeting Cloud, March Update

Announcements and New Features

Upgraded Financial Report Chart Rendering Engine

Starting with this release, Financial Reporting uses an upgraded charting engine to improve report visualization. Because of the inherent differences between the old and new rendering engines, this upgrade has some impact on the rendered chart output and behavior. While Oracle has focused on maintaining the existing charting functionality, chart outputs from the upgraded engine may differ from those created using the old engine. See Oracle Hyperion Financial Reporting Charting for detailed information.

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this release. This version provides bug fixes and enhanced access to command reference. You must install this release between now and May 6, 2016 to ensure compatibility. See Installing Clients for instructions.

New Sort Filters for Planning Process Management Approvals

Starting this release, new sort filters are available in the Approval Status, Sub-status, Current Owner, Location, and Total Value columns of the Process Status screen. The new filter in the Total Value column provides a search box that you can use to search and list multiple values for approval/promotion.

New Planning Job Type to Clear Database

Starting this release, you can create a Planning job—Clear Database—that clears data from a database. While creating a Clear Database job, you select a plan type and a desired action, which are then scheduled like other Planning jobs.

New Financial Reporting Web Studio

This release includes Financial Reporting Web Studio, a web-based report authoring solution. Similar in look and feel to the Windows-based Financial Reporting Studio, the Financial Reporting Web Studio incorporates usability improvements and report design paradigms. This release includes most of the functionality currently available in the Windows Financial Reporting Studio.

The existing Windows Financial Reporting Studio will still be available. Because the report definitions remain the same, you can edit existing reports using the Windows or web version of the Financial Reporting Studio. See Designing with Financial Reporting Studio for Oracle Planning and Budgeting Cloud for detailed information.

Financial Reporting Web Studio Limitations and Workarounds

Defects Fixed

Defect Number



On signing out of a Simplified Interface session, you are now redirected to the sign in screen of the Simplified Interface.

22679909/ 22385030

The importmetadata EPM Automate command now works as documented.


In Smart View, you no longer receive the threshold error when zooming in on the bottom level after enabling the Suppress Missing Rows option on a suppressed grid that does not exceed threshold limit.


Properties added by selecting Apply Context from the master form are now available even after opening the attachment in PDF format.


You no longer receive the Requested JSON parse failed error while opening some Planning forms in the Simplified Interface.


You can now use a color of your choice in Financial Reporting to format cells with no data. Cells with no data do not inherit the color designated for displaying negative values.


In localized versions of the service, Financial Reporting renders HTML reports correctly even if the report POV contains member names with special characters.

22240080/ 21150015

Performance improvements have been made to in Financial reporting Studio to speed up the loading of the Member dialog box.


Financial Reporting reports are now accessible from the Simplified Interface of the service.


Financial Reporting batch output exported as single web page (MHTML) no longer repeats member selections in all the reports in the book.


Formula rows in Planning web and in Smart View now display identical descriptions when dimension alias are selected in the Form Layout.


Smart View now displays shared members in the Member Selector.


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