June 2020 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

Manage Dimensions with Admin Extension in Smart View (Mac and Browser)

Service Administrators can now deploy and use the Admin Extension in Oracle Smart View for Office (Mac and Browser) to import and edit dimension and member metadata in a Smart View grid.

Change in Email Address for Outgoing Emails

Emails originating from EPM Cloud applications will now use no.reply@oraclecloud.com instead of oraclecloudadmin_ww@oracle.com as the from address.

Emails from other Oracle Cloud sources, for example, New Account email sent from the Identity Domain, will continue to use the current From email addresses, for example, oraclecloudadmin_ww@oracle.com.

Manage Applications with Admin Extension in Smart View (Mac and Browser)

Service Administrators can now deploy and use the Admin Extension in Oracle Smart View for Office (Mac and Browser) to create and manage applications in Planning and Planning Modules.

New Applications Option in Data Integration

A new Applications option is now available in Data Integration (the simplified user interface). Use the new option to register new applications, or select an existing application and update application options, delete it, or refresh application definitions.

New Audit Type Tracks Changes to Variables

There is now an audit type, called Variables, that tracks changes, additions, and deletions to user and substitution variable definitions and values.

New Topics in EPM Cloud Operations Guide

The EPM Cloud Operations Guide has been enhanced with additional topics.

• Making EPM Cloud-Related Requests
  • Requesting Design Comparison for On-Premises Planning Application Migrated to EPM Cloud
  • Submitting an Enhancement Request
  • Requesting an Increase in Financial Consolidation and Close Dimension Governor Limits
  • Requesting Root Cause Analysis (RCA) for a Resolved Issue
  • Requesting an Old Backup Snapshot of an Environment
  • Requesting an Increase in Capacity
  • Requesting a Health Check for an Environment
  • Requesting EPM Cloud Roadmap Information
  • Making Other Requests

• Asking How-to Questions

Registering Applications for Cubes in Data Integration

In Data Integration, customers can now register more than six cubes as applications.

Replace Mode for All Data Type with Security Load Method Now Supported

In Data Management and Data Integration, Replace mode for the All Data Type with Security load method is now supported.

Simplified Search in Access Control

Access Control now uses a simplified, intelligent search function across screens that supports search for artifacts such as users and groups. This search function, unlike the previous version, does not use wildcard characters with partial search strings. Instead, it searches using a partial string from one of the user (user name, first name, last name, and email ID) or group (group name) attributes to retrieve all artifacts that contains the search string. For example, using the string st to search for groups displays groups such as Test, Cast, Analysts, and so on. Similarly, using the search string Fr displays user names of Frank, Freddy, Alfred, and so on.

LCM Migration of Data Load Mappings in Data Management

In order to improve the performance of export and importing large data load mappings, Data Management now exports the mapping by individual locations. When importing the mappings to the target environment, the existing mappings are completely replaced with mappings from the source environment. Prior to this update, data load mappings from the source were merged into the target environment.

Ability to Write to Upper-level Members Using Groovy

Using Groovy’s new setForceEditable() method, you can now write to upper level members that are dynamic Calc in both ASO and BSO cubes within an application. You can then use custom allocation logic in Groovy to push data to lower level members. To implement this, use the setForceEditable() method on a data cell. For details, see https://docs.oracle.com/en/cloud/saas/epm-cloud/groov/oracle/epm/api/grid/DataGrid.DataCell.html#setForceEditable(boolean). Follow the steps to create a Groovy business rule in "Creating a Groovy Business Rule" in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Suppress Missing Rows When Building Grids Using Groovy

You can now use Groovy to apply row suppression at the Essbase level when building grids using DataGridDefinitionBuilder. This benefits you by reducing the amount of data on the Planning side and eliminating the impact on query thresholds. To implement this, follow the steps to create a Groovy business rule in Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Display of Long Alias Names Within Member Selector

You can now see full alias names within member selector in the Web interface without these values being truncated.

EPM Automate Updates

A new version of EPM Automate, which contains the runRuleset command, is available. This command launches a ruleset.

Set User Preferences in Smart View (Mac and Browser)

You can now set user preferences in Oracle Smart View for Office (Mac and Browser) to control many aspects of function and display. The changes you make in Smart View (Mac and Browser) are saved to the Sales Planning Cloud business process and are remembered the next time you log in to either the web interface or Smart View.

Connecting Directly from Oracle Analytics Cloud to Sales Planning Cloud

With this release, you can connect directly from Oracle Analytics Cloud Enterprise Edition or Professional Edition 5.6 to Sales Planning Cloud, provided you have both services. When you've configured the connection, you can visualize data from Sales Planning Cloud in Oracle Analytics Cloud. You no longer have to model Sales Planning data in a metadata repository (RPD) file to create visualizations and dashboards in Oracle Analytics Cloud.

REST API to Review Rejected Data After Import

While using a REST API to import data, you can now get the errored out records. To do this, you specify an error file that captures the data records that are not imported for each dimension. If an error file is specified, a separate error file is created for each dimension. The error files are then zipped together and the zip file is stored in the Outbox where you can download the file using Inbox/Outbox Explorer or tools like EPM Automate or REST APIs.

REST API to Sort Members

You can now use a REST API to sort members. For example, you can alphabetize a list of child members by sorting in descending order to help users quickly locate members in hierarchies in the dimension editor. You can't sort dense dimensions.

New Planning Formula Expression in Calculation Manager

Calculation Manager now supports a new Planning Formula Expression to leverage the Scenario Fiscal Year setting: isPlanStartYearSameAsCurrentFiscalYear