Cloud Readiness / Sales Planning Cloud
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  1. November 2019 Update
  1. Revision History
  2. Sales Planning, November Update
    1. Sales Planning
        1. Planning Label in Migration Changed to Core
        2. New Home Page Icon for Switching Navigation Flows at Runtime
        3. New User Group Report
        4. New Database Suppression Option in Form Grid Properties
        5. New EPM Automate Utility Version
        6. Group Export and Import Options Removed from Access Control
        7. New REST API to Generate a User Group Report
        8. New Features in Smart View for Office (Mac and Browser)
        9. New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect
        10. Access to Data Integration Extended
        11. Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent
        12. Updates to EPM Cloud Groovy Rules Java API

November 2019 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:

Date Feature Notes
24 OCT 2019   Created initial document.

Sales Planning, November Update

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

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Sales Planning

Planning Label in Migration Changed to Core

Starting with this update, Core replaces Planning in the artifact categories listing that is displayed when you access Migration. This change in the display label better reflects the type of artifacts available in this category and does not have any functional impact.

New Home Page Icon for Switching Navigation Flows at Runtime

There is a new Home page icon for switching navigation flows at runtime.

New User Group Report

The User Group Report is available starting with this update. This new report lists the direct or indirect membership of users assigned to groups in Access Control. Users are deemed to be direct members of a group if they are assigned to the group; users are considered indirect members when they are assigned to a group which is a child of another group. For each user assigned to a group, the report lists information such as the login ID, first and last name, email ID, and the name of groups to which the user is directly or indirectly assigned. The CSV version of the report indicates whether the user is directly or indirectly assigned to a group by using Yes or No.

New Database Suppression Option in Form Grid Properties

There is a new form layout option called Use Database Suppression that enables you to apply row suppression at the Essbase level instead of at the Planning level, thus reducing the amount of data handled on the Planning side and eliminating the impact on query thresholds.

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available. In addition to the userGroupReport command, which generates a comma separated value file that lists the groups to which users are assigned in Access Control, this version contains updates to the addUsers command.

Group Export and Import Options Removed from Access Control

Oracle has removed the ability to export and import groups from Access Control. As a result of this change, the Export and Import buttons are no longer available in the Manage Groups screen. This change was made because the ability to import and export groups is available through Migration and EPM Automate. You should use Migration for interactive export and import of groups and EPM Automate for automated import and export of groups.

New REST API to Generate a User Group Report

You can now use REST APIs to generate a User Group Report on users in the system and write the report to a provided file name. This report lists the direct or indirect membership of users assigned to groups. It can be downloaded using the Download REST API. See Manage Users in REST API for Enterprise Performance Management Cloud.

New Features in Smart View for Office (Mac and Browser)

A new version of Oracle Smart View for Office (Mac and Browser) is available. This version includes the ability to save formatting on ad hoc grids and Smart Forms, and support spreading values using grid spread, cell locking, and mass allocation.

New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect

A new menu, which provides access to online help, the Provide Feedback Utility, EPM Cloud Customer Connect, and Oracle Support, is now available in many modal windows. This new menu helps you submit Provide Feedback submissions and connections using Customer Connect from modal dialogs. 

Access to Data Integration Extended

EPM Cloud users assigned to Power User and User predefined roles for the Planning business process can now access the Data Integration user interface. Previously, only the users assigned to the Service Administrator predefined role had access to the Data Integration user interface.

Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent

To drill down to an on-premises source system without a landing page, you can now execute an SQL query and display the results in a pop-window inside Data Integration using the EPM Integration Agent.

Updates to EPM Cloud Groovy Rules Java API

When using Groovy, you can now exclude members in Smart Push. You can also execute a calc script and return to the Groovy script for further execution. The new API is cube.executeCalcScript().