April 2021 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

This guide outlines the information you need to know about new or improved functionality in this update.

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.

Sales Planning Cloud

Features

New Topics in EPM Cloud Operations Guide

The Oracle Enterprise Performance Management Cloud Operations Guide has been enhanced with topics that help you troubleshoot additional EPM Cloud-related issues, especially, issues related to EPM Automate. Additionally, a section on creating business rules using a unit testing has been added to help facilitate the creation of business rules.

Key Account Planning is Now Available in Sales Planning

Sales Planning Cloud now includes a new module, Key Account Planning.

Sales Planning Adds Support for Hybrid Essbase

Sales Planning now supports Essbase Hybrid Block Storage Option (BSO) cubes.

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the exportCellLevelSecurity, exportValidIntersections, importCellLevelSecurity, importValidIntersections, and sendMail commands.

REST API to Import Cell-Level Security

You can now use REST APIs to import cell-level security settings from a ZIP file that contains an Excel file with cell-level security definitions into Sales Planning. Cell-level security enables Service Administrators to restrict who can view data in the application by defining rules that remove read or write access to cells that a user would normally have access to due to their regular security.

REST API to Export Cell-Level Security

You can now use REST APIs to export cell-level security settings from Sales Planning into a ZIP file that contains an Excel file. The file is added to the Outbox. You can download the file using the Download REST API.

REST API to Import Valid Intersections

You can now use REST APIs to import valid intersections groups from a ZIP file that contains an Excel file with valid intersection definitions into Sales Planning. The file must be present in the Inbox. You can use the Upload REST API to upload the file. Any rejected records are generated in an Excel file that is zipped and copied to the Outbox.

REST API to Export Valid Intersections

You can now use REST APIs to export valid intersection groups (certain cell intersections filtered by rules when users enter data or select runtime prompts) from Sales Planning. The output is a ZIP file that is added to the Outbox. You can download the file using the Download REST API.

Updates to the Clone Environment Feature

The Clone Environment feature provides a screen-based method to clone environments. It is an alternative to writing EPM Automate scripts to clone an environment.

NOTE: This feature supports the cloning of both Classic and OCI (Gen2) Sales Planning Cloud environments. For Classic Sales Planning  Cloud environments, security (users and their predefined and application role assignments, and group assignments) cannot be cloned using this feature.

New Web Ad Hoc Experience

In this update we are introducing the new Web ad hoc experience across all themes.

Ability to Display Colored Circle Icons on Horizontal Tab Labels in Navigation Flows

You can now design navigation flows that display colored circle icons on labels for horizontal tabs.

Enhanced Business Rules Dialog in Smart View (Mac and Browser)

When there are business rules associated with a form to "Run on Save," Smart View (Mac and Browser) users were required to select the Submit and Calc button from the Smart View ribbon to complete this task. With this enhancement, business rules are triggered automatically. Smart View (Mac and Browser) detects whether there are business rules associated with the form, and then runs them with prompts being displayed in the new Business Rules dialog. Similarly, when submitting supporting details, if the form is associated with rules set to "Run on Save," the Business Rules dialog will display. The new Business Rules dialog makes working with forms easier and more intuitive.

Improved Data Extract in Data Integration

The data extract feature in Data Integration now supports the extract of dynamically calculated members for both dense and spare dimensions.

New Idle Time Setting for Agents During Automated Maintenance Window (AMW) Downtime

This update introduces a new setting that enables you to define how long agents are idle during an Automated Maintenance Window (AMW) downtime or an unscheduled maintenance.