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


30 SEP 2016

Initial Document Creation

Planning and Budgeting Cloud, October Update

This guide outlines the announcements and fixed issues in the upcoming Oracle Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud update.

Announcements and New Features

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version supports the following new commands for Data Management:

You must install this version of the utility to use the new commands. See these sections in Working with EPM Automate for Oracle Enterprise Performance Management Cloud:


Importing and Exporting Data Maps and Executing Reports

You can now use EPM Cloud REST APIs to perform these tasks: Import Data Map, Export Data Map, and Execute Report. This allows you to use Data Management to import and export data maps for a selected dimension or all dimensions, and to execute a report. Import member mappings API supports merge and replace modes as well as validate or no validate options for target members.

Updating the Scheduled Maintenance Window Time

You can now use EPM Cloud REST APIs to update the scheduled maintenance window time by performing these tasks: Get Build Version and Maintenance Window Time and Update Maintenance Window Time.

See the Oracle Cloud REST API for Oracle Enterprise Performance Management Cloud guide and the Oracle Cloud Enterprise Performance Management Integration Guide.

Changes to Daily Maintenance Screen

The navigation path to the Daily Maintenance screen where you set the maintenance window start time has changed. Additionally, Daily Maintenance screen no longer contains the Version number of the current update, which linked to the readiness web site.

To open the Daily Maintenance screen:

  1. Access the service.
  2. Click or tap Tools, and then Daily Maintenance.

To view update version number and access readiness information:

  1. Access the service.
  2. Click your user name at the top right corner of the screen to open Settings and Actions.
  3. Select About, and then Version.
  4. To view readiness information, click Oracle Enterprise Performance Management Readiness.
    The Enterprise Performance Management Readiness web site is displayed.
  5. Click Planning and Budgeting and then a readiness document format (HTML, PDF or ePUB).

Ability to Exclude Dynamic Members While Exporting Planning Data

To improve performance during data exports from Planning, you can now exclude dynamic members from exported data. The option to exclude dynamic members is available in the Export Data screen. To access the Export data screen:

  1. Access the service.
  2. Click or tap Application and then Overview.
  3. Click Action and then select Export Data.

Export HTML Report to Microsoft Excel

From the Simplified user interface, you can now export HTML formatted Financial Reporting reports to Microsoft Excel. See “Exporting Formatted Reports to Excel” in Working with Planning for Oracle Planning and Budgeting Cloud.

Multi-Column Loading of Numeric Data and Multi-Period Loading of Header Records

Data Management now supports a multi-column load of numeric data for any dimension. Prior to this update, Data Management supported only the loading of multi-period column data. In addition, a multi-period load using the header record is now available.

Email Sender Policy Framework Information

You can now use email sender policy framework to configure your corporate email system to ensure that important Oracle notifications regarding your service are not filtered out by your corporate email filtering system. See “Configuring SPF Record for Oracle Cloud Email Verification” in the Using Oracle Planning and Budgeting Cloud guide.

Financial Reporting Batch Scheduler Output

You can now store PDF version of Financial Reporting batch scheduler output in Planning Inbox/Scheduler Output folder. To save the output in this folder, you select the Export to an external directory option when scheduling jobs. You can download and delete the output using Inbox/Outbox Explorer.

To download scheduler output to a local computer:

  1. Access the service.
  2. Click or tap Application and then Overview.
  3. Click Action and then select Inbox/Outbox Explorer.
  4. In Inbox/Outbox Explorer, select Scheduler Output.

Financial Web Studio New Features

Assign Multiple Database Connections to a Grid

You can retrieve data from different database connections and define the database connection for each data row or data column. You can preserve the members selected in the grid for the database connection on a grid row or column. See “Assigning Multiple Database Connections to a Grid” in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Save Report Objects

When you save a report object, you create a link between the source object in the report and the source object in the repository. When you save report object in the repository, you can reuse them as desired. This saves time and allows you to build a library of report objects to use when creating reports. When you save report objects in the repository, only the report object is saved, not the entire report design. See “Saving Report Objects” in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Sort Rows, Columns, and Pages in Grids

You can sort a range of consecutive rows or columns in a grid based on the values in a specific column or row. You can also sort columns, rows, and pages based on their headings. If you select a range of columns, Financial Reporting Web Studio sorts the columns based on the values in a specified row. If you select a range of rows, Financial Reporting Web Studio sorts the rows based on the values in a specified column. If the column or row by which you sort contains multiple members, the sort is based only on the values of the first member.

You can sort columns or rows in ascending or descending order. When you sort in ascending order, the lowest number, the beginning of the alphabet or the earliest date appears first in the sorted list. When you sort in descending order, the highest number, the end of the alphabet or the latest date appears first in the sorted list. See “Sorting Rows, Columns, or Pages in Grid” in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Enhanced Data Integration with Fusion Financials Cloud

The current integration between the Fusion Financials Cloud (GL) and EPM Cloud applications has been enhanced to provide a more seamless integration experience. The updated integration allows users to pick the desired source ledger from the Fusion Financials Cloud, set up a few simple mappings, and then push a button to pull the data into EPM Cloud applications. Additionally, you can set up simple mapping between your Planning application and Fusion Ledger to write-back Budgets from Planning to Fusion Financials. This integration, which can be run manually or scheduled for a specific time, no longer requires manual steps in Fusion Financials Cloud and EPM Cloud. The updated integration also sets up the drill definition automatically, which eliminates errors that may be caused when manually defining a drill definition.

If you are using an earlier version of the integration, you can continue to use it. You cannot automatically migrate an existing integration to the enhanced version of the integration. You can create a new integration definition with the new method as needed.

This integration is available for customers using Fusion Financials Cloud Release 11 or higher.

About Daily Backups

The service, during daily maintenance, automatically creates a backup of data and artifacts. This service replaces the daily backup every time the maintenance is completed.

Set up an automated job using the EPM Automate Utility to download the backup to a local computer. See “Using Maintenance Snapshot” in the Using Oracle Planning and Budgeting Cloud.

Defects Fixed

Defect Number



When scheduling Planning jobs, you no longer receive the Definition displayName of type Attribute is not found error.


You are now able to exclude (filter out) attributes from the Form Definition Exception field in Planning forms.


In the Simplified Interface, you are now able to select a member after completing a search operation from the Select a Member panel.


Financial Reporting Web Studio now displays the Define Prompts screen.


Smart View now correctly displays cell border formatting and page fit options.


When creating smart lists using the Create with Members and Members Selection option, Planning no longer displays duplicate smart lists.


When saving forms, Planning refreshes the screen correctly and does not truncate the form that you saved.


When designing workflows, you can now correctly rollup total value in the approval unit hierarchy. The Manage Approvals screen correctly displays the total value even if you are using substitution variables.


Composite Planning forms now correctly display member formula.


Task lists now display only the rules belonging to the cube for which the task list was created.


You no longer receive the Unexpected Error creating query to datasource in createCubeViews error when opening Financial Reporting reports.


Migration now correctly exports forms that contain data validation rules.


Planning now correctly processes business rules containing functions nested in @RETURN messages, for example, @NAME(@ALIAS), submitted from web forms.


The Planning Admin Extension for Smart View now displays the dimension folder and list of dimensions even when an ampersand (&) is included in dimension name.


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