March 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

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 Sales Planning Cloud-related issues and make additional requests.

Newly added topics include:

• Resolving the Required Dimensions are Not Present Error When Opening Forms
• Resolving Error: 3335 During Data Management Data Export
• Setting Up Passwords that Do not Expire
• How EPM Cloud Handles My Services Groups
• Requesting the Migration of Environments to Another Data Center

Enabling the Redwood Experience and Uploading Image Files for Custom Logos and Watermarks

You can now enable the Redwood Experience from the Appearance page, as well as upload image files for custom logos and background images.

Ability to Hide the Business Process Name in Browser Tabs and on the Global Header

You can now hide the business process name that displays in the global header on the Home page and on browser tabs.

New Clone Snapshot Feature

The Clone Snapshot feature is now available in Sales Planning. This feature provides a screen-based method to migrate application snapshots from a source environment to a target environment. It is an alternative to writing EPM Automate scripts to clone an environment. Note that security (users and their predefined role assignments) cannot be cloned using this feature.

Using Direct URLs to Integrate Connected Environments

Using the new Export URLs feature, other Fusion application source systems can now seamlessly embed URLs to directly link to artifacts contained within cards, tabs, and sub-tabs within connected Sales Planning Cloud environments.

Changes to Reserved Group Names in Access Control

Starting with this update, the predefined role names that are prevented by Sales Planning Cloud as group names are reduced to only Service Administrator, Power User, User, and Viewer. Previously, the list of reserved words encompassed historical role names as well.

Previously, Sales Planning Cloud treated deprecated predefined role names such as System Administrator, Application Administrator, Library Administrator, and Reports Administrator as reserved words that could not be used as group names. With this change, except in the case of legacy environments that still use these roles, you are able to create groups with these names in Access Control.

REST APIs to View and Update Connections

You can now use REST APIs to view and update connections. With multiple environments, using REST APIs saves you time and effort by automating the process of logging in and configuring connections. When Service Administrator credentials change for an environment for which a connection is configured, the REST API provides an easy way to update the credentials.

Support for Cell-Level Security

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.

Smart View Now Supports Vanity URLs

Starting with Oracle Smart View for Office version 20.200, you can use custom URLs from Smart View for Office to access Sales Planning Cloud environments. You use a third party link shortener to configure custom URLs for each environment, which can then be used in Smart View for Office.

New Option for Greater Row Dimension Flexibility in Flex Forms

A new option for row dimensions in flex forms, “Allow flexible definition,” is now available. During form definition, when the "Allow flexible definition" property is applied to row dimensions in flex forms, Smart View users may enter members outside the form definition.

Smart View Support for Saving Ad Hoc Grids in Standard Mode

In Standard mode applications, you can now save ad hoc grids using the Save Ad Hoc Grid button on the provider ad hoc ribbon. With the proper permission, you can then save and store ad hoc grids. Note that in the Save Grid As dialog, the Submit Formatting option is not supported. Additionally, blank rows and columns and Excel text comments are not supported. These items will be supported in a future update.

Align Prefix and Suffix Symbols in Reports Cell Number Formatting

In Reports, you can now align Prefix and Suffix symbols in Cell Number Formatting via two new properties, Align Prefix and Align Suffix.

Auto-Complete for Manual Entry of Reports Member Names and Functions in the Formula Bar

In Reports, you can now manually enter member names, including Substitution and User Variables, and functions in the grid formula bar; auto-complete will list matches based on your entry.

Bursting of Report Output to Excel

When bursting reports in a bursting definition, you can now output to Excel. 

Suppress Missing Reports in a Book

Previously if a report had suppression enabled, and the POV selection in a book had #missing data, the report’s results would be included in the book output. Now, any reports with suppressed grids are not included in the book output.

Dynamic Custom Y-Axis Minimum and Maximum in Reports Charts

You can now specify a custom Y-Axis range to dynamically apply an offset of either a value or a percent, applied to the minimum and maximum plotted data values.

Direct Data Load Using the EPM Integration Agent

When loading a large volume of data from an on-premises data source to Sales Planning Cloud, you can now select a direct data load method using the EPM Integration Agent.

Disallow Deletion of User Variables Used in Forms

Because deleting user variables can cause a form to become unusable, deleting user variables that are used in forms is now disallowed.

Run Clear Cube Jobs Using Groovy Rules

When working with Groovy business rules, you can use Groovy to call a Clear Cube job that has already been defined for an application.