September 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

Oracle Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration Assistance Program for Early Adopters

Oracle has instituted a program to assist a limited number of early adopters on Oracle Cloud Classic to migrate to Oracle Cloud Infrastructure, also known as OCI (Gen 2). This program is available on a first come, first served basis. OCI delivers highly available computing power and infrastructure to Sales Planning Cloud.

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the exportDataManagement and importDataManagement commands. This version also contains changes to the getDailyMaintenanceStartTime and setDailyMaintenanceStartTime commands. Additionally, this version includes some security enhancements that affects the installation and upgrade of EPM Automate and access to the .perfs file..

REST APIs to Export and Import Data Management Artifacts

Export Snapshot and Import Snapshot REST APIs are now available that enable you to back up and restore setup and historical data in Data Management.

Localization Support in Smart View (Mac and Browser)

Oracle Smart View for Office (Mac and Browser) now supports localized versions of the user interface. The localized versions of Smart View (Mac and Browser) provide users with an improved non-English experience where they can switch to their desired language to work with the Smart View user interface, as required.

New Setting for Shared Member Drill Down to All Levels in Base Dimension

When the new "Drill to All Levels in Base" application setting is enabled, users can drill from shared members into all levels within the base hierarchy. Often a shared member is a parent member in its base hierarchy. With the new "Drill to All Levels in Base" check box enabled, users can have the drill work from the shared member into all levels of the base hierarchy as well.

Support for Both Books and Bursting Definition Output to Static Excel from Web

You can now download Books to static (non-refreshable) Excel while previewing them on the web or when executing a bursting definition containing a book.

Reports Member Property Text Function Enhanced to Return a Specified UDA

The MemberProperty text function is used to display a specified member’s property, such as associated attributes, UDAs, etc. Previously, the MemberProperty text function displayed all UDAs associated with a member. Now you can index specific UDAs to be displayed via an optional numerical parameter.

Reports Text Boxes: Default Font Controls and Reset Format

For Text and Note* boxes, new default font, and font size selection controls have been added to the General properties panel.  The default settings are used in the font and font size selector in the toolbar, which overrides the default font for Text or Note boxes with varying fonts.

In addition, a button has been added to reset all font formats to the default (derived from Set Default Font in the report designer Actions menu).

*NOTE: Boxes are supported in Narrative Reporting only.

New Snapshot Export and Import Features in Data Management

Data Management now includes significant snapshot export and import options for backing up and restoring operations.

New Period Mapping Option in Data Integration

You can now use Data Integration to define and manage a period mapping between source system periods and the target Sales Planning Cloud application periods.

New POV Period Option In Data Integration

You can now select and save a period based on the POV when running an integration.

Cleanup Orphan Report Objects

A new menu item, "Cleanup Orphan Report Objects," is now available in Financial Reporting Web Studio to delete any report objects that are not associated with a data source from the Explore Repository.

New Member Selector Functions: Relative and Relative Range

New Relative and Relative Range functions have been added in the member selector.

Use Form Context in URL Type Action Menus

For Sales Planning action menus, the URL type options are no longer relevant for Cloud and have been replaced with a new option called Use Form Context.