Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.




28 SEP 2017

Created initial document.

Oracle Tax Reporting Cloud, October Update

This document outlines the announcements in the upcoming Oracle Tax Reporting Cloud update.

Announcements and New Features

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Monthly Update Schedule

Oracle will apply the latest updates to your test environment on Friday, October 6, 2017 and to your production environment on Friday, October 20, 2017. The update will be applied during your normal daily maintenance window.

The Oracle Help Center, which provides access to updated documentation, will also be available on October 6, 2017.

NOTE: You can migrate maintenance snapshots from the current version of the service instance to the preceding version or to the next version. For example, snapshots from 17.08 can be imported into 17.07 and 17.09 service instances. Migration between the same versions is always supported.

Classic Dimension Editor

Effective the February 2018 (18.02) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor. Consequently, the Classic Dimension Editor will not be supported starting with the February 2018 update to the service (February 2, 2018 for test and February 16, 2018 for production instances).

For detailed information on using the Simplified Dimension Editor, See “Working with Dimensions Using the Dimension Editor” in the Administering Oracle Tax Reporting Cloud guide.

Display Localized Labels in Referenced Navigation Flow Cards, Tabs, and Clusters

When referencing cards, tabs, and clusters from another navigation flow or from another subscription, the system now displays the localized labels that were specified while defining the source navigation flow. To update the card, tab, and cluster labels in your navigation flow, on the Home page, click Tools, and then click Artifact Labels. See “Designing Custom Navigation Flows” in Administering Oracle Tax Reporting Cloud guide.

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes updates to the login command, which now accepts internet proxy server domain, user name, and password as optional parameters. This enhancement enables you to use the EPM Automate utility in corporate network environments with internet proxy server configuration that require users to authenticate with the proxy server before establishing communication with resources outside the corporate network.

You must install this version of the utility to use the updated command. See these sections in Working with EPM Automate for Oracle Enterprise Performance Management Cloud:

Overriding NIBT FX Rates

You can now override the average FX rate applied to NIBT to enable you to tie-out to the translated NIBT in the consolidation system. Two new custom attributes must be defined in the Account dimension to perform the override:

See “Entering NIBT FX Override Rates” in the Working with Oracle Tax Reporting Cloud guide.

Assigning CbCR Switch Sign Attribute

If you want to populate your CbCR application by mapping a Book Account from the Consol cube, you may want to reverse the sign associated with the Book Accounts for selected CbCR values to ensure the sign makes sense to the intended audience. A new custom attribute for the Account dimension has been added to enable you to switch signs in your CbCR cube.

During consolidation the modified sign is recognized, and treated accordingly. The Book Data is not impacted by the switch sign attribute.

See “Assigning CbCR Switch Sign Attribute” in the Administering Oracle Tax Reporting Cloud guide.

Generating Custom Reports for Close Management and Supplemental Data Management

You can create reports against Close Manager and Supplemental Data. The reports can be generated in pdf, html, or XLS format.

Building custom reports for Close Management and Supplemental Data Management involves four steps and can only be performed by a Service Administrator:

The Reports card is available from the Application Cluster. To build custom reports, you create a query whose definition can then be exported as an XML file. Import the XML file into Word and use it to create a template document, which must be in RTF format.

Then you can set up a report group to group individual reports. Finally, generate the report, which uses both the query and the template you created and can be set with a default output of PDF, HTML, or XLS (Excel).

Once a custom report has been built, the service administrator or other users given access can generate the report. For more information, see “Generating Custom Reports” in the Administering Oracle Tax Reporting Cloud guide.

Enhanced HsGetValue Function

The HsGetValue function now supports the use of attribute dimensions and members with these Oracle Enterprise Performance Management Cloud sources:

For information on using the HsGetValue function, see the “HsGetValue” topic in the Working with Oracle Smart View for Office.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the Whats New document and the product documentation. Please send us your feedback at State that you are inquiring or providing feedback, and indicate for which EPM Cloud service as well as the monthly patch cycle, in the body or title of the email.

Defects Fixed

Check this list again for the latest information when the update is applied to your test environment.




The error, Member does not exist for the specified cube, no longer occurs when performing drill-through to Data Management sources.


You no longer receive an error when selecting the members of each dimension in Financial Reporting Web Studio.


In Financial Consolidation Cloud and Tax Reporting Cloud, a close manager task with a rule, now provides the exact comment from the close manager task list screen.


When you restructure shared entities and refresh the database, the data is now retained.


If a user has added attachments to cells and that user is deprovisioned, PBCS now removes the user's cell attachments when the user is removed.


If you populate your CbCR application by mapping a Book Account from the Consol cube, the new CbCR Switch Sign custom attribute for the Account dimension has been added to enable you to reverse the sign associated with the Book Accounts for selected CbCR values, so the sign makes sense to the intended audience. During consolidation the modified sign is recognized, and treated accordingly. The Book Data is not impacted by the switch sign attribute.


Supporting Detail now prevents you from incorrectly trying to add a child to a column.


Data Status forms for both consolidation and Cbcr cubes open successfully now in Smart View.


Access logs now correctly identify the screens that users accessed, user action in the screen, and object value.


Moving shared entity member (base and also parent) does not remove any data now.


When adding an Acquisition movement to the Temporary Difference form, this is added and included in the Closing balance. The closing balance on this form now correctly.


When you upload data using Data Management, the system now correctly replaces the data according to the user’s security access.


Historical Rate Override and Historical Amount Override for book accounts is now working properly.


Batches that include a point of view member that has a ~ character in the member name now render correctly.


Oracle Smart View for Office Known Issue

Due to an issue with Microsoft Office, using the copy and paste functionality in Excel and then performing any Smart View operation (such as Refresh, Zoom In, or Submit) causes Smart View to stop responding in the following cases (26796966):

The issue is fixed for Excel 2013 and Excel 2016 if you have applied the updates described in the following Microsoft Knowledge Base (KB) articles:

Microsoft has not provided the fix for Excel 2010. Workarounds:

EPM Automate

When using EPM Automate, log out and log in again after importing a Financial Close Management (FCM) snapshot to refresh the icons on the Home page.


You may receive inaccurate messages from Navigator if pop-up blockers are enabled. Disable pop-up blockers in your browser to avoid this.


In the Academy, some pages and icons may appear different in the video and the Cloud service.


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