May 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 User Point of View

New Functionality to Manage the User Point of View in Financial Reporting Web Studio.

New EPM Integration Agent SQL Query Conditions

New SQL Query Conditions are Supported in the EPM Integration Agent

New Excel Server Settings in Financial Reporting

Three new Excel server settings are available to use in Financial Reporting reports.

REST API to Manage Permission for Manual Access to Database

You can now use a REST API to manage permission for manual access to database by Oracle. This gives you the ability to allow or disallow Oracle personnel to manually access your database in emergency situations when an environment is unresponsive and you have not yet created a service request to investigate the issue.

Run Integration Enhancements in Data Integration

Several enhancements have been added to the Run Integrations page such as the placement of the Run Integration icon, new Source Filters tabs, and new processes submitted icons on the execution pop-up.

New Chart Type Setting in Dashboards - Plot Missing Values as Zero

There is now a dashboard chart type setting for select chart types, called Plot Missing Values as Zero, that allows you to disable plotting missing or suppressed data as zeros.

New Examples for Running Rulesets with Parameters Using REST APIs

You now have access to additional examples that illustrate how to run rulesets with parameters using REST APIs. Adding parameters gives you greater flexibility, and the examples help you quickly get productive when running this job.

Pre-defined Role Names as EPM Keywords

Starting with this update, Oracle will treat certain pre-defined role names as EPM Cloud key words, which cannot be used in the name of any artifacts that you create; for example, as a group name in Access Control.

New Topics in EPM Cloud Operations Guide

The EPM Cloud Operations Guide has been enhanced with these additional topics:

• Best practices for designing business rules
• How to avoid the functional errors in business Rules.
• Managing Content Upgrade Issues
• Handling Issues with Cross-Environment Connections
• Troubleshooting ERP Integration Functional issues
• Requesting Merge Back of Environments
• Requesting Oracle to Apply Monthly Update to Production Environments Prior to the Third Friday

New Role Assignment Report Format

The Role Assignment Report has been modified to include additional information such as the user login, first name, last name, email address, pre-defined and application roles of Sales Planning Cloud users, and how these roles are granted. Previously, the Role Assignment Report listed user logins, roles, and how the roles were granted only.

EPM Automate Updates

A new version of EPM Automate with these changes is available:

• The roleAssignmentReport command now generates a report that lists the user name, first name, last name, email address, and pre-defined and application roles of Sales Planning Cloud users. Previously, the Role Assignment Report listed user names and roles only.

• The replay command now accepts an optional parameter to encrypt all passwords included in the replay file.

Ability to Filter Excluded Members from Segment Drop-Down Member Selector

Service Administrators can now choose to display or filter out excluded hierarchy members in the row dimension drop-down member selector on a form. To filter out the excluded members, Service Administrators set the new application configuration option, "Filter Out Excluded Members in Segment Drop-down," to Yes. To display the excluded members and allow users to select them from the member selector drop-down, set this option to No.

Address for Outgoing Emails

Starting with this update, emails originating from Sales Planning Cloud applications will 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.

New Capabilities for Creating Groovy Business Rules

When working with Groovy business rules, you can take advantage of new features to execute ASO allocation scripts and custom calculation scripts against a cube. You can also use new utility APIs in EpmScript. This gives your business rules more power and flexibility.

Eight New ASO Functions in Calculation Manager

Eight new ASO functions: @FIRSTSIBLING, @LAGGEN, @LAGLEV, @LASTSIBLING, @NEXTLEVMBR, @LEADGEN, @LEADLEV, and @PREVLEVMBR are now available in Calculation Manager.