This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Update Version | Notes |
|---|---|---|
| 29 NOV 2018 | December 2018 Update | Delivered new features in December 2018 update. |
| 25 OCT 2018 | November 2018 Update | Delivered new features in November 2018 update. |
| 27 SEP 2018 | October 2018 Update | Delivered new features in October 2018 update. |
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 |
|---|---|---|
| 29 NOV 2018 | Created initial document. |
Oracle Sales Planning Cloud, December Update
This document outlines the upcoming Oracle Sales Planning Cloud update.
Oracle will apply the latest updates to your test environments starting at 23:00 UTC (15:00 PST) on Friday, December 7, 2018 and to your production environment on Friday, December 21, 2018, also starting at 23:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on December 7, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.
Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.
Please Join Oracle Cloud Customer Connect
Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!
https://cloud.oracle.com/community
NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.
Give Us Documentation Feedback
We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.
Seasonality in Top Down and Top Down Waterfall Planning
In Top Down and Top Down Waterfall planning, adjustments you make to seasonality now apply to the children as well as to the parent members.
Key Resources
- Adjusting Allocated Quota Targets for Seasonality in Working with Oracle Sales Planning Cloud
For Top Down planning, the option to apply padding moved from a horizontal tab to a vertical tab.
Click Padding to apply padding.
Padding Icon
The Padding form now includes an Input Padding % column and a Calculated Padding % column. When you enter a padding percentage in Input Padding %, the effective padding percentage is calculated and displayed in Calculated Padding %.
Key Resources
- Adjusting Quota Targets by Padding in Working with Oracle Sales Planning Cloud
New EPM Automate Utility Version
A new version of the EPM Automate Utility, which includes the getdailymaintenancestarttime command, is available with this update. You use this command to display the Coordinated Universal Time (UTC) at which the daily maintenance of the environment is scheduled to start.
You must install this version of the utility to use the new command.
Key Resources
Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Smart View Support for Dashboards
You can now open Oracle EPM Cloud dashboards in Oracle Smart View for Office.
Dashboards give you an overview to key information and let you change and save data. When you open a dashboard in Smart View, a new Excel workbook is launched with each dashboard object displayed in a separate worksheet. Chart objects are displayed in grid format. Only grid and chart objects are supported; other dashboard objects are ignored.
Key Resources
- Dashboards in the Oracle Smart View for Office User's Guide
HsSetValue Accepts Additional Data Types
The HsSetValue function can now be used to set values from cells with Smart List, text, or date formats.
Key Resources
-
HsSetValue in Working with Oracle Smart View for Office
Data Management Dimension and Attribute Column Enhancements
Dimension and attribute columns can now accept a maximum of 300 characters. Formerly, the dimension column accepted a maximum of 80 characters, attribute columns 1-7 accepted a maximum of 70 characters, and attribute columns 8-14 accepted a maximum of 20 characters.
In addition, you can now import values into a maximum of 40 attribute columns. Formerly, you could only import a maximum of 14 attribute columns.
System Maintenance Task Options Enhancements
The Maintain FDMEE Data Tables option has been renamed to Maintain Data Tables by Application.
The new Maintain Data Table by Location option allows you to delete data for a specific location by period or category. You can still delete all locations for a target application by using the Maintain Data Tables by Application option.
A new Maintain Setup Data option has been added so that you can view and delete an orphan row or invalid data that cannot be accessed or deleted from the user interface. This data may include an orphan row from an import format, location, or data load rule. It can also include a duplicate row, or a Cloud user id or password defined for a local target application.
Key Resources
Administering Data Management for Oracle Enterprise Performance Management Cloud
Ability to Create New Composite Forms
To allow customers more time to adapt and move from composite forms to dashboards, Oracle has decided to defer the removal of the ability to create new composite forms (forms that comprise multiple simple forms) to a future update in 2019. After this update all existing composite forms can still be edited and used. This change impacts only the creation of new composite forms in the service. Oracle will notify you at least two months prior to the removal of the feature.
All customers are advised to use dashboards in place of composite forms. No more enhancements will be made to the composite forms functionality.
Proposed Changes to Application-Level Access Control
Using Groups created in Access Control, EPM Cloud supports application-level access control for planning, consolidation and close, tax reporting, and Oracle Enterprise Data Management Cloud applications. In addition to the custom groups created in Access Control, access control screens list predefined identity domain roles (Service Administrator, Power User, User and Viewer) as groups.
Pre-Defined Roles and Groups in Forms Access Control Screen
With a view to simplifying security across EPM Cloud and to ensure that application-level access control can be seamlessly migrated across environments, Oracle plans to remove the ability to display predefined roles as groups in access control screens. After this change, you will no longer see predefined roles listed when you search for groups in access control screens.
NOTE: The proposed change will not affect how you create and manage groups or use them for application-level access control.
Before making this change, Oracle wants to evaluate the impact, if any, that the proposed change will have on your environments. If you are concerned that the proposed change will affect your environment, please create a service request explaining your use case.
Software issues addressed each month will be posted to My Oracle Support.
Removal of Block Storage Cube Runtime Statistics
Starting in Release 19.02, run time statistics for Block Storage (BSO) cubes will no longer be available in the Database Properties module of Calculation Manager.
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 |
|---|---|---|
| 25 OCT 2018 | Created initial document. |
Oracle Sales Planning Cloud, November Update
This document outlines the upcoming Oracle Sales Planning Cloud update.
Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, November 2, 2018 and to your production environment on Friday, November 16, 2018, starting at 23:00 UTC (15:00 PST). The updates will be applied to your environments during the first subsequent daily maintenance.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on November 2, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.
Tips And Considerations
Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.
Please Join Oracle Cloud Customer Connect
Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!
https://cloud.oracle.com/community
NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrownext to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.
Give Us Documentation Feedback
We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.
Quota Planning Video is Now Available
A new overview video is available that shows you the highlights of Quota Planning, including benefits and key capabilities shown in a sample application: Overview: Quota Planning in Oracle Sales Planning Cloud.
New Version of Oracle Smart View for Office
Oracle Smart View for Office 11.1.2.5.810 will be available in November 2018. This version includes new features such as:
- Drill-Through to Excel Sheets from EPM Cloud
- Attaching Files to Cells in Forms and Ad Hoc Grids
- Additional Information Added to Health Check
- Support for Oracle Sales Planning Cloud
This release also fixes a number of defects.
The Smart View 11.1.2.5.810 Readme, available on the Help Center, will contain a complete list of features and defects addressed in this version. You must install this version to ensure access to the new functionalities.
Key Resources
- Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Users
Improved Search for Forms, Dashboards, and Infolets
Search functionality is now more intuitive when you search for forms, dashboards, and infolets. Before, Search displayed artifacts in context of their folder structure. Now, you can toggle between searching for these artifacts using a flat view or a hierarchical view:
View Selector options
New EPM Automate Utility Version
A new version of the EPM Automate Utility is available with this update. This version includes the following new commands
- addUsersToGroup, which adds a batch of users to an existing group in Access Control using an ANSI or UTF-8 encoded Comma Separated Value (CSV) file that was uploaded to the environment.
- removeUsersFromGroup, which removes users listed in an ANSI or UTF-8 encoded CSV file from a group maintained in Access Control.
Additionally, this version includes enhancements to the following commands:
- assignrole: this command has been enhanced to provision users with roles belonging to a planning,consolidation, tax reporting, or data management application.
- unassignrole: this command has been enhanced to revoke the application roles granted to a list of users identified in a CSV file.
- provisionreport: this command has been enhanced to, optionally, generate a Provisioning Report (.CSV format) that lists only the users who are assigned the Identity Domain Administrator role. This command has also been enhanced to, optionally, create a simplified version of the Provisioning Report, which lists only the pre-defined roles and inherited application roles to which users are assigned. By default, this command now generates the classic Provisioning Report, which lists component roles that are subsumed into the pre-defined roles.
NOTE: In a future update, Oracle will make the simplified Provisioning Report as the default report that is generated from Access Control as well as using the provisionreport command. You will still be able to create the classic Provisioning Report using this command.
Key Resources
- Command Reference in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Improved Performance While Uploading and Downloading Files
This update features improved performance while processing large files using the following EPM Automate commands:
- copyfilefrominstance
- downloadfile
- uploadfile
Key Resources
- EPM Automate Utility commands in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Software issues addressed each month will be posted to My Oracle Support.
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 |
|---|---|---|
| 27 SEP 2018 | Created initial document. |
Introducing Oracle Sales Planning Cloud
Oracle Sales Planning Cloud provides an extensible framework for planning and managing sales performance. Using Oracle Sales Planning Cloud enables you to automate critical processes by eliminating spreadsheets in key sales operations processes and improves collaboration for planning and modeling sales quotas.
Oracle Sales Planning Cloud is extensible using the EPM Cloud framework to further add additional configurations and personalization into your sales planning application with custom navigation flows, dashboards, and infolets. Use tasks and approvals to manage the quota planning process. Use Groovy rules to customize even further for enhanced calculation and business rules.
Oracle Sales Planning Cloud can be integrated with Oracle Engagement Cloud – Sales Cloud for pushing quota targets to incentive compensation or bring in actual attainment.
The Quota Planning business process offers top-down and bottom up target quota planning by territory, product, account, or other custom dimensions. Use predictive planning and what if scenario planning to explore and compare different quota scenarios for informed decision making. Quota Planning builds best practices into its content, including its forms, calculations, dashboards, infolets, drivers, and measures.
Quota Planning helps you plan reliable target quotas by engaging all of the participants of the process, for example, the VP of Sales, Sales Operations, Sales Managers, and Sales Reps. Use top down planning to set an overall quota target. Then, optimize your results by making adjustments by product or account, applying padding or seasonality, or performing predictive planning or what-if analysis. When the target is ready, allocate the target quota to the next level in the hierarchy.
If needed in your organization, you can also perform bottom up planning to get quota commitments from Sales Reps, allowing a collaborative approach. After the target quotas are pushed up to the next level of the hierarchy and aggregated, you can compare top down and bottom up results. Use the built-in dashboards to analyze and evaluate your quota plans with quota attainments. Enhance the planning process in your organization by adding additional measures, task lists, or approvals.
Administrators, follow the Implementation Checklist. See Implementation Checklist in Administering Oracle Sales Planning Cloud.
Users, follow the Quota Planning workflow. See Task Overview in Working with Oracle Sales Planning Cloud.
For more information, see:
Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, October 5, 2018 and to your production environment on Friday, October 19, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on October 5, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.
Tips And Considerations
Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.
Please Join Oracle Cloud Customer Connect
Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!
https://cloud.oracle.com/community
NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrownext to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.
Give Us Documentation Feedback
We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.
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