August 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.

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Sales Planning Cloud

Features

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the cloneEnvironment, invalidLoginReport, and roleAssignmentAuditReport commands. Additionally, the addUsers, and sendMail commands have been modified.

Server-Side Execution of EPM Automate Commands

Some EPM Automate commands can be run directly in Sales Planning Cloud using Groovy. You do not need to install EPM Automate client to run commands using Groovy scripts. Note that server-side execution of commands is not the same as running Groovy scripts on a client computer to execute EPM Automate commands.

Update to REST API Syntax for User Access Report and User Audit Report

The syntax has been updated for the REST APIs for User Access Report and User Audit Report to conform to the JSON standard. This change occurred beginning in June, 2021.

For the updated syntax to use, see User Access Report and User Audit Report in REST API for Oracle Enterprise Performance Management Cloud.

Update to Add Users REST API

The Add Users REST API has been modified to not send out emails to the newly added users if the value of the resetpassword parameter is set to false.

Update to Send Email REST API

The Send Email REST API has been modified to allow you to attach any file up to 10 MB in size, other than snapshots, that is available in Sales Planning Cloud environments.

Updates to the Clone Environment Feature

The Clone Environment feature has been updated so that it does not downgrade the Essbase version in the target environment during the cloning process. For example, if the source environment has non-Hybrid Essbase and the target has Hybrid-enabled Essbase, the clone feature will not downgrade the Essbase in the target environment to non-Hybrid Essbase. Instead, the cloning process will fail.

Activity Report Enhancements

The Activity Report has been enhanced by adding the outline order to the Dimensions table and BSO Restructure types.

Redwood Look and Feel Enhancements

The Redwood Experience is the default theme for new instances, and Sales Planning Cloud has enhanced the look and feel of the user experience with Redwood-style icons, fonts, and colors.

Ability to Change Dynamic User Variables in Dashboard 2.0 POV Bars

In Dashboard 2.0, you now have the ability to change dynamic user variables directly from the POV bar.

Smart View Ad Hoc Behavior Application Setting Now Defaults to Standard

The Smart View Ad Hoc Behavior option now defaults to Standard for new and recreated applications, giving Smart View users access to several useful ad hoc features, including in-grid POV; multiple-grid ad hoc, enhanced data submit, ability to save ad hoc grids, enhanced free-form support, additional zoom-in options, and multiple-cell select for Zoom In, Zoom Out, Keep Only, and Remove Only.

Integration with the Oracle Autonomous Database

In this update, Data Integration customers can now use the EPM Integration Agent to extract, load, transform, and write back metadata and data between the Oracle Autonomous Database and Sales Planning Cloud.

Reports System Level Option to Set Default Chart Colors

With the introduction of the Redwood Experience as the default theme in Sales Planning Cloud, the Redwood theme colors will be the default chart colors in existing reports, unless the colors were modified in the charts during report design via the “Series” chart property.

In the report designer, while editing a report, you can “Set Chart Default Color” in the Actions menu to set the default chart color for the first 12 chart data sets, which are used in all charts.

You can also adjust the chart colors for individual charts within a report via the chart’s Series Property, which will override the default values defined in the Action menu.

Upgraded PDF Viewer for Reports and Books

A new PDF preview for reports and books, which includes features that are typically seen in other document viewers such as Microsoft Word and Adobe PDF. It provides the following functionality:

• Toggle thumbnail sidebar
• “Find” text within the document
• Go to the previous/next page
• Go to an entered page number
• Zoom in/out buttons
• Select a zoom level (For example %s, automatic, page width, and so on.)
• Switch to Presentation Mode
• Print the document
• Download the document
• Other Navigation and Viewing Tools