December 2023 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	Module	Feature	Notes
20 DEC 2023		TLS 1.3 Support Available for EPM Cloud OCI Environments	Removed feature.
15 DEC 2023	IMPORTANT Actions and Considerations	Plan to Display One Day of Data on the Jobs Status Page Instead of Three	Updated document. Added a consideration.
01 DEC 2023	IMPORTANT Actions and Considerations	Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting	Updated document. Revised consideration.
01 DEC 2023		Maximum Skip Update Period Extended to Three Update Cycles	Updated document. Revised feature information.
27 NOV 2023			Created initial document.

Overview

HAVE AN IDEA?

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We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Strategic Workforce Planning

Strategic Workforce Planning

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 1, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 15, 2023.

NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.

NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, December 1, 2023.

NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Helpful Information

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.

Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Create and Run an EPM Center of Excellence

A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.

Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Learn more:

• Visit the EPM Center of Excellence web page to learn about the benefits.

• Watch the webinars on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud and Planning Your Success with EPM Center of Excellence.

• Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence.

• Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence

Join Oracle Cloud Customer Connect

Please take a moment to join Cloud Customer Connect and its EPM Cloud forums. Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. It's where you will find the latest release information, discussion forums, upcoming events, and answers to use-case questions. Joining takes just a few minutes. Join now!

To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.

After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories, then Enterprise Resource Planning, and then make your selection under Enterprise Performance Management.

To ensure that you are always in the know, confirm that you have your notification preferences set for EPM Announcements as well as each Category you're following.

• To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.

• To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

NOTE: The Settings and Actions menu contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

TIP: Bookmark the Enterprise Performance Management Resource Center to quickly find useful information on all things EPM. As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.

Follow Us on Social Media

Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.

These are great resources for the latest updates and information about EPM Cloud.

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

Oracle Cloud Readiness App

Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. The EPM Cloud Features tool will not be updated beginning in this update.

From the Readiness site, click the red Try Our Readiness App! button in the upper right, or use this URL to access the app:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html

NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.

NOTE: The Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.

Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.

Features

New Videos

New videos are available.

Introduction to Forms 2.0 in Cloud EPM

This overview introduces you to the new features and functionality in Forms 2.0 in Cloud EPM. You’ll learn about the new technology underpinning the new grids and the new application-level setting to enable the functionality. In the demonstrations, you’ll notice more vertical spacing, faster cell-to-cell navigation, and the quick scrolling across the data grid. You’ll also notice these usability improvements: reduced clicks and removed popups, clean new icons and dialogs, POV dropdown and selection and Search, tree-based member selector and search, built in line-item detail, and wizard-based Run Time Prompt Rule Drawers.

New Features in Dashboards 2.0 in Cloud EPM (Nov 2023)

This overview introduces you to the new features and functionality in runtime Dashboards 2.0 in Cloud EPM. You’ll see how you can use the new chart type of Grid to enable interaction with grids inside of dashboards. With this new chart type, you can update cell values, run rules, and save changes, thus facilitating write-back from dashboards.

Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.

New Simulate Concurrent Usage REST API

A new "Simulate Concurrent Usage" REST API is now available. This REST API performs the simulation by executing the specified operations for a given number of users and iterations. It runs multiple iterations to calculate the minimum time, maximum time, and average time for a particular operation. This REST API can be used to validate the performance of the environment to verify that the response time is acceptable when the service is under the load exerted by a specific number of users.

Business Benefit: The "Simulate Concurrent Usage" REST API helps you validate the response time of your application under concurrent usage. It can specifically be used to test the response time before going to production, or after a significant change in the application design.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Simulate Concurrent Usage in REST API for Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

New REST API Parameter to List Identity Domain Administrators in the Role Assignment Report

"User Type" is now available as a parameter in the Role Assignment Report REST API. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.

Business Benefit: The "User Type" parameter helps you to identify all Identity Domain Administrators in your environment.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

Self-Service Concurrent Usage Testing Under Simulated Load

A new EPM Automate command, simulateConcurrentUsage, is available starting with this monthly update. This command performs user activity simulation by executing the specified operations for a given number of users and iterations. It runs multiple iterations to calculate the minimum time, maximum time, and average time for a particular operation. This command can be used to validate the performance of the environment to verify that the response time is acceptable when the service is under the load exerted by a specific number of users.

This command supports these operations to perform concurrent usage load testing:

• Open forms
• Save forms
• Run business rules
• Run data rules
• Open ad hoc grids

Business Benefit: This command helps you validate the response time of your application under concurrent usage. It can specifically be used to test the response time before going to production or after a significant change in the application design.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • Using the upgrade Command
  • simulateConcurrentUsage
  • Preparing to Run the simulateConcurrentUsage Command

List Identity Domain Administrators in the Role Assignment Report

Starting with this update, the roleAssignmentReport EPM Automate command supports the userType=IDAdmins option. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.

Business Benefit: This new option to the roleAssignmentReport command helps you identify all Identity Domain Administrators of your environment.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • Using the upgrade Command
  • roleAssignmentReport

Maximum Skip Update Period Extended to Three Update Cycles

Starting with this update, you can use the skipUpdate EPM Automate command to skip the applying of monthly updates to an environment for a maximum of three consecutive cycles. Previously, you were permitted to skip only two consecutive update cycles.

Business Benefit: Increasing the number of skippable consecutive update cycles help you implement a quarterly test and update cadence for your environments without creating a service request to Oracle.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • upgrade
  • skipUpdate

View Operational Dashboard Integration Type and Task Type in Task Manager

Task Manager is enhanced with a new end user integration and task type called View Operational Dashboard that allows you to assign tasks to view Operational Dashboards from the local service or other connected services.

Business Benefit: This feature provides greater visibility into your business process through enhanced reporting capabilities.

Key Resources

• Administering Planning
  • Managing Task Manager Integrations
  • Managing Task Types

Enhanced Support for Task Manager In Smart View

Task Manager in Oracle Smart View for Office is enhanced for better usability, quicker access to task details, and better navigation to integrated tasks.

This enhancement includes:

• All columns in the schedule sheet are automatically sized to improve usability.

• New options are available to open tasks quickly from Smart View. You can access these options from the Task Manager ribbon and from the new Quick Actions column in a schedule sheet. The options are:
  • Open: Opens the Task Action dialog box.
  • Open in Browser: Opens integrated tasks in the application within the browser.
  • Open in Excel: Opens embedded artifacts such as Forms and Dashboards within Excel.

• Integrated tasks include embedded task links in the Task Action section to navigate to the relevant tasks easily.

Business Benefit: This enhancement provides better usability with automatically resized columns, quicker access to task details, and easy navigation within integrated tasks using embedded task links.

Steps to Enable

To take advantage of these features in Smart View, choose an option to install the 23.12 Task Manager extension update:

• From within Smart View, click Options > Extensions, click the Check for Updates, New Installs, and Uninstalls link, select your business process instance, and follow the prompts.

• From the business process web interface, go to the Downloads page, download the Smart View Extension for Task Manager SVEXT file, and double-click the file to install.

Key Resources

• Working with Planning
  • Updating Tasks from Smart View

• Working with Oracle Smart View for Office
  • Viewing Schedules and Tasks
  • Installing and Connecting to the Task Manager Extension

Quick Mode – File-based Loads

The new Quick mode - file-based load feature enables you to process high volume data loads from a file source that provides significant performance improvement over the standard workflow method when complex transformations are not required. This feature is available for numeric and non-numeric data types.

Quick mode - file-based load supports source and target expressions for simple transformations. The agent is not required in this mode.

Mapping members is now enabled for Quick Mode – file-based loads using Explicit and Like mappings types, and in addition a new REGEX (regular expression match pattern in text) mapping type for both source and target records. Use the expression type of ProcessMap to process for a given dimension.

Period definitions for the Quick Mode – file-based load features depend on how periods have been mapped:

• If you have a header row, you can use the toperiod and toyear target expression mapping types to convert periods to a format.
• Use the Periods and Years derived from the header record in the source file.
• If there is no Period and Year header record in the source file, then you are prompted for the start and end period when you run the load.

Business Benefit: The Quick Mode file-based load features enables you to process high volumes of source data from a file without any significant performance impact by-passing most of the steps and database tables in the workflow process. Additionally, Quick Mode - file-based loads do not require you to use the EPM Integration Agent to load data.

Key Resources

• In the Administering Data Integration for Oracle Enterprise Performance Management Cloud guide, see:
  • Using Quick Mode File-Based Loads
  • Using Target Expressions
  • Using Source Expressions

New Source and Target Expression Types

In this update, new source and target expression types are available when mapping dimensions in Data Integration:

• Upper: Target expression that converts a column to uppercase.

• Lower: Target expression that convert a column to lowercase.

• Concat: Source expression type that enables you to combine text from different columns to create a new column with column names separated by a delimiter.

Business Benefit: These new expression types enable you to change the appearance of content in columns when mapping dimensions.

Key Resources

• In Administering Data Integration for Oracle Enterprise Performance Management Cloud, see:
  • Upper
  • Lower
  • Concat

IMPORTANT Actions and Considerations

One-Week Lag Between Readiness Documents Live and Help Center Live

Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.

Strategic Workforce Planning Statement of Direction

Please refer to the Statement of Direction for Oracle Strategic Workforce Planning Cloud Service (SWPCS): Oracle Support Document 2963631.1 (Oracle Strategic Workforce Planning Cloud Service Statement of Direction). Oracle discontinued offering Strategic Workforce Planning Cloud Service (SWPCS) in September 2023. The replacement product for SWPCS is Enterprise Performance Management (EPM) Enterprise Cloud. There will be no loss in functionality with this change in product licensing. Strategic Workforce Planning is scheduled to be a separate application type within the EPM Enterprise Cloud Planning Business Process.

The timing of this change and discontinuation of old price list product numbers is September 2023. Customers should plan to replace their SWPCS subscriptions with EPM Enterprise Cloud. In order to avoid interruption to your SWPCS subscription, Oracle recommends executing a replacement order at least sixty (60) days in advance of the SWPCS Date of Termination. Customers should speak with their Oracle Sales Representative to prepare for this change.

You can migrate your existing applications to EPM Enterprise Cloud. See the Oracle Strategic Workforce Planning Cloud Service Statement of Direction for details.

Plan to Display One Day of Data on the Jobs Status Page Instead of Three

In the 24.03 update, the Jobs status page will, by default, display only the last day's data. (Today, the Jobs status page defaults to display three days of data.) With the change, the Jobs status page will default to display data for the last one day and the filter’s start and end dates will default to yesterday and today to have a one day difference. Users can change this default display.

Plan to Discontinue Support for Non-Redwood Experience Themes

Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base.

Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme.

Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. Customers are encouraged to deploy their applications using Redwood theme only.

Towards the end of first quarter of 2024 (subject to change, safe harbor applies), the Redwood Experience will offer a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. The appearance of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.

In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.

If you're a customer and you're not already using Redwood Experience, you're encouraged to move to the Redwood Experience as soon as possible to take advantage of its user experience advantages.

Customers are encouraged to watch the Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.

Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting

Native Smart View Ad Hoc Behavior mode is currently still available for Cloud EPM Platform-based applications.

Standard is the ad hoc mode upon which all enhancements in the Cloud EPM Platform are being delivered.

Oracle plans to stop supporting Native mode by the end of year 2024. Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases. Any gaps found should to be logged as an enhancement to Standard mode. Enhancements should be logged on the Customer Connect EPM Platform Idea Lab by end of April 2024 for Oracle to review.

Perform the following steps to begin working with Standard mode in your test environment:

1. In Application Settings, change Smart View Ad Hoc Behavior to Standard.
2. Open worksheets from Smart View and reconnect.
3. Refresh the sheets.

Notes:

• The expectation for existing Native-mode worksheets is that they will work “as is” when the setting is changed to Standard. New ad hoc sheets will only be created in Standard mode using Standard features.
• Smart Forms are not supported in Standard mode and there is no plan to support them in Standard mode.

Embedding Google Sheets, Google Drive Files, and Microsoft Office 365 Files in Navigation Flows

Customers can embed the third-party pages listed below in Strategic Workforce Planning Cloud Application navigation flows. Though not supported by Oracle, using instructions provided by the third-party sites, you can now embed links to these resources within navigation flow cards, tabs, and sub tabs:

• Google Sheets
• Files stored in Google Drive (for example, PDF and Excel)
• Files stored in Microsoft Office 365

For more information about embedding third-party pages in Strategic Workforce Planning Cloud applications, see the following documentation:

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Planning

Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences

In a future update, the Dimension column on the User Variables page within User Preferences will honor the Alias Setting in User Preferences. So if an alias name is defined for a dimension, then the Dimension column on the User Variables page will show that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.

Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)

Strategic Workforce Planning Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management.

After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines. To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know.

Removal of Enhanced Integration API and Drill Type UI Options in Data Management System Settings

As of the June (23.06) update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.

Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.

The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.

Announcement: Data Management Feature Migration to Data Integration

The user interface pages listed in the table below are no longer available in Data Management, but are available in Data Integration. Data Integration is available from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update. Data Management is not going away – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers are not affected by the migration and do not see a change in their Data Management user interface. REST APIs are not impacted by this change.

Data Management	Data Integration	Data Integration Navigation Path
Source System	Configure Connections	From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections.
Target Application	Applications	From the Data Integration UI, select the Actions drop down, and then Applications.
Period Mapping	Period Mapping	From the Data Integration UI, select the Actions drop down, and then Period Mapping.
Category Mapping	Category Mapping	From the Data Integration UI, select the Actions drop down, and then Category Mapping.

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.

This transition is gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.

All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.

Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).

Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

• The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.

• The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation, Financial Consolidation and Close, Planning and Tax Reporting provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template via Task Manager.

• The ability to create new Custom Applications in Data Management will no longer available, and customers should use the “Data Export to File” application type instead. (Existing integrations using a custom application will not be impacted.) See Custom Application in Data Management under EPM Cloud Platform in the Important Actions and Considerations section of this document.

For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.

See Administering Data Integration for Oracle Enterprise Performance Management Cloud for more information.

Removal of Support for Custom Application in Data Management

Since the September (23.09) update, custom target applications can no longer be added in Data Management. (Existing integrations that use a custom target application will not be impacted, and will still run without any changes.) This type of application was used to extract data from the EPM Cloud, and then the data was pushed into a flat file instead of being loaded to an EPM Cloud application. The custom application was superseded by the Data Export to File feature in an earlier update. The Data Export to File feature has enhanced functions and capabilities.

If you still have a custom target application, it is recommended that you use the Upgrade Custom Applications option to migrate your existing custom target application to a data export to file application. For more information, see Upgrade Custom Applications at: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/upgrade_custom_applications_100x438d5119.html.

The migration converts existing file formats from the custom target application to the file formats used in the data export to file option and retains all the existing setup. When the custom target application has been converted, you can run same integration as before. Data export file applications are available both in Data Management and Data Integration.

Calculation Manager Errors and Warnings Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel

Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text while importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.

Oracle Financial Reporting Statement of Direction

Please refer to the Statement of Direction for Oracle Financial Reporting:

Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)

Please note that the Oracle Financial Reporting tentative deprecation dates have been moved to mid-to-late CY24.

For more information:

• See Appendix B in the Designing with Reports Guide: Migrating Reports from Financial Reporting.

• On June 8, the most recent Oracle Cloud Customer Connect event, Migrating Your Financial Reporting to Reports, was presented. There is a presentation, an event recording, and an FAQ sheet accessible. In order to view the event recording and documentation, you must log in to Cloud Customer Connect.