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

Feature

Notes

05 OCT 2017

Defects Fixed

Added descriptions of additional fixed bugs: 26849355, 26838421, 26813013, 26792192, 26716054, 26681809, 26625041, 26563320, 26546351, 26331694, 26637464, 26288642, and 25218204.

28 SEP 2017

Created initial document.

Oracle Planning and Budgeting Cloud, October Update

This document outlines the announcements and fixed issues in the upcoming Oracle Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud updates.

Announcements and New Features

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Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Monthly Update Schedule

Oracle will apply the latest updates to your test environment on Friday, October 6, 2017 and to your production environment on Friday, October 20, 2017. The update will be applied during your normal daily maintenance window.

The Oracle Help Center, which provides access to updated documentation, will also be available on October 6, 2017.

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes updates to the login command, which now accepts internet proxy server domain, user name, and password as optional parameters. This enhancement enables you to use the EPM Automate utility in corporate network environments with internet proxy server configurations that require users to authenticate with the proxy server before establishing communication with resources outside the corporate network.

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

New Simplified Audit

Service Administrators can now use the Simplified Audit feature to view data tasks performed by users. Once auditing is enabled for data tasks, you can filter tasks by date range (for example, Yesterday, Last 60 Days, or Custom, where you specify the start and end dates) and user name. You can also export all of the records that match the filter criteria to a Microsoft Excel file.

To access the Simplified Audit feature, from the Home page, click Application, and then click Audit. To enable data tasks for auditing, click Enable Auditing. To export records to a Microsoft Excel file, click Export. For more information about Simplified Audit feature, see “Auditing Tasks and Data” in Administering Planning for Oracle Planning and Budgeting Cloud.

NOTE: The Simplified Audit interface is evolving and is subject to change. Oracle may change the interface and add, delete, or change audit types in future Planning and Budgeting Cloud updates.

Enhanced HsGetValue Function

The HsGetValue function now supports the use of attribute dimensions and members with these Oracle Enterprise Performance Management Cloud sources:

For information on using the HsGetValue function, see the “HsGetValue” topic in Working with Oracle Smart View for Office.

Display Localized Labels in Referenced Navigation Flow Cards, Tabs, and Clusters

When referencing cards, tabs, and clusters from another navigation flow or from another subscription, the system now displays the localized labels that were specified while defining the source navigation flow. To update the card, tab, and cluster labels in your navigation flow, on the Home page, click Tools, and then click Artifact Labels. See “Designing Custom Navigation Flows” in Administering Planning for Oracle Planning and Budgeting Cloud.

Valid Intersections in Dashboard POVs

The POVs in dashboards now honor valid intersections by hiding invalid Page members. See "Dashboard POVs and Valid Intersections" in Administering Planning for Oracle Planning and Budgeting Cloud.

Ability to Set all Dimensions for a Point of View at One Time

In Financial Reporting Web Studio, you can now set all the dimensions for a point of view at one time without having to open and close multiple windows.

For detailed information, see “Changing the User Point of View" in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Control Line Width in Dashboard Charts

In the dashboard designer, a new Line Weight counter lets you set how thin or thick lines display in Line and Combination chart types:

You can change the default 5 pixel line width to 1 through 12 pixels.

Custom Colors in Dashboards

Your company may use a standard set of colors in charts to denote different types of data. For example, dark blue might represent actual data versus light blue for budget data. When you customize dashboard colors, you select colors in the order of rows on the form. Series 1 represents the first row of data, and so on. You can assign each row in the form a color that represents its data in the chart.

You can customize dashboard colors in Bar, Line, Area, Bubble, Column, Combination, Doughnut, Pie, Radar, and Scatter chart types.

To select a shade of color not initially displayed, click Custom Color….

Enterprise Planning and Budgeting Cloud Only

Enhanced Associate Employee Business Rule

When you associate an existing employee with a hiring requisition, the Associate Employee business rule now includes the employee’s compensation expenses in the totals and reduces the compensation for the hiring requisition based on the headcount and FTE of the existing employee. You no longer need to run the Calculate Compensation business rule to calculate the compensation expenses for the hiring requisition and for the existing employee after associating an employee with a hiring requisition.

Data Import Templates Available From Workforce and Capital Business Processes

For the Workforce and Capital business processes in Enterprise Planning and Budgeting Cloud, data import templates are now available for download from within the application. The templates are generated based on the features you’ve enabled. From the Configure page for Workforce or Capital, from the Actions menu, select Download Data Load Templates.

New Custom Dimension in Projects

In the Projects business process in Enterprise Planning and Budgeting Cloud, you can now add an additional custom dimension. This feature is available for new applications. You must add new dimensions when you first enable Projects. When you add a custom dimension, calculations, forms, and other artifacts include the additional dimension.

New Validate Tab to Identify Incorrect Smart List Values

In the Workforce business process of Enterprise Planning and Budgeting Cloud, a new Validate tab helps you find incorrect Smart List values (for example, there’s numeric instead of text data). Incorrect Smart List values cause an error when you run predefined business rules. For information on using Validate, see “Resolving Errors in Smart List Values” in Working with Planning for Oracle Enterprise Planning and Budgeting Cloud.

Groovy Rules Support for Planning ASO Cubes

You can now create business rules written in the Groovy scripting language for Planning aggregate storage cubes.

For detailed information, see "Creating a Groovy Business Rule" in Designing with Calculation Manager.

Removal of Support

Standard Interface (Planning and Budgeting Cloud Workspace Interface)

This change affects only Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, 2016.

The Simplified Interface, an option available in the service since November 2014, will be established as the standard across the service. As a result, the current Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, will not be supported starting with the December 2017 update to the service (December 1, 2017 for test instances and December 15, 2017 for production instances). After the deployment of the November update to production instances on November 17, 2017, bugs or enhancements for the Standard Interface will not be addressed.

To prepare for this change, have your users familiarize themselves with the Simplified Interface using the following information sources:

Classic Dimension Editor

For users of the Simplified Interface, effective the February 2018 (18.02) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor, which was released with the 17.05 update (May 2017). Consequently, the Classic Dimension Editor will not be supported starting with the February 2018 update to the service (February 2, 2018 for test and February 16, 2018 for production instances).

For detailed information on using the Simplified Dimension Editor, See Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud.

Financial Reporting Studio Desktop Client

Oracle is committed to providing a simple and intuitive user experience. To achieve this, Financial Reporting Web Studio, available since March 2016, will become the only environment for designing and building reports.

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in late 2017, at which time, support for the Desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease.

Oracle recommends that you transition to using Financial Reporting Web Studio at the earliest opportunity. Please send questions and concerns to Oracle using the Provide Feedback option in the service.

Defects Fixed

Check this list again for the latest information when the update is applied to your test environment.

Defect
Number

Description

26849355

In the Financials business process, you can now configure Expense or Revenue accounts if the parent member of the account was inadvertently deleted.

26838421

Smart Push no longer fails to move data if the Column dimension is sparse.

26813013

You can now enable and disable auditing of data tasks. Once enabled, you can view data audit details and export data audit records to a Microsoft Excel spreadsheet.

26802092

Batches that include a point of view member that has a ~ character in the member name now render correctly.

26792192

You can now filter jobs if the browser's language is set to Japanese.

26791152

Dynamic Time Series reports are now working correctly again.

26784648

Access logs now correctly identify the screens that users accessed, user action in the screen, and object value.

26718035

Dashboards in the Oracle Cloud My Services portal now correctly display the size of the service instance data in the database.

26716054

If you create a Currency Conversions rule in a simplified multi-currency application, you can now delete the rule if desired.

26681809

In the Capital business process, intangible assets now calculate correctly for the current calendar year.

26669939

In the Benefits and Taxes configuration option in the Workforce business process, the Version drop-down list is now selectable in the Filter dialog box, even if Enable for Process Management isnt enabled for Versions.

26637464

You can now move data from Planning cubes to Strategic Modeling models containing custom dimensions using Groovy rules.

26625041

Form POVs now display correctly for Japanese language users using Chrome.

26591275

When you enable the Capital business process, you can now rename the Account dimension without getting a duplicate alias error message.

26563320

When running Smart View in French, some text strings that originate with Planning and Budgeting Cloud are now correctly displayed in French. For example, in the Manage Approvals Change Status dialog, the available actions in the Select Action drop-down list now display in French when the Smart View display language is set to French.

26546351

If a user has added attachments to cells and that user is deprovisioned, Planning and Budgeting Cloud now removes the user's cell attachments when the user is removed.

26520777

Supporting Detail now prevents you from incorrectly trying to add a child to a column.

26517101

When an employee’s status is changed from Active to Maternity, the Maternity status is now correctly carried forward to subsequent years for the specified duration.

26393289

You no longer receive an error when selecting the members of each dimension in Financial Reporting Web Studio

26331694

Dense dimensions will no longer switch to sparse if you upgrade to the latest release of Firefox.

26288642

When running a ruleset job, the Job Console now shows a status of "Processing" until the entire ruleset is complete.

25559995

The error, Member does not exist for the specified cube, no longer occurs when performing drill-through to Data Management sources.

25218204

When editing the Currency dimension in Smart View using the Planning Admin Extension, only the default members are now displayed on the sheet. You may add more members using the Member Selection dialog, accessed from the Planning Ad Hoc ribbon. In the Member Selection dialog, from the dimension drop-down list, select Member Properties to add more members to the sheet.

For the Currency dimension, the default members are: Parent Member, Default Data Storage, Data Type, Symbol, Predefined Symbol, Scale, Precision, Triangulation Currency, Reporting Currency, Thousands Separator, Decimal Separator, Negative Sign, Negative Color, Default Alias Table, and Default Formula.

Considerations

Microsoft Excel Known Issue That Affects Smart View for Office

Due to an issue with Microsoft Office, using the copy and paste functionality in Excel and then performing any Smart View operation (such as Refresh, Zoom In, or Submit) causes Smart View to stop responding in the following cases (bug number 26796966):

The issue is fixed for Excel 2013 and Excel 2016 if you have applied the updates described in the following Microsoft Knowledge Base (KB) articles:

Microsoft has not provided the fix for Excel 2010. Workarounds:

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