ENTERPRISE PERFORMANCE MANAGEMENT CLOUD - MAY 2020 UPDATE
EPM CLOUD COMMON
This section contains announcements related to the common
EPM Cloud components such as EPM Automate, Migration, Access Control, Data
Integration, and Smart View for Office.
NEW TOPICS IN EPM CLOUD OPERATIONS GUIDE:
Ø The EPM Cloud
Operations Guide has been enhanced with these additional topics:
Ø Best practices
for designing business rules
Ø How to avoid
the functional errors in business Rules.
Ø Managing
Content Upgrade Issues
Ø Handling Issues
with Cross-Environment Connections
Ø Troubleshooting
ERP Integration Functional issues
Ø Requesting
Merge Back of Environments
Ø 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
ional information such as the user login, first name, last name, email address,
pre-defined and application roles of EPM Cloud users, and how these roles are
granted. Previously, the Role Assignment Report listed user logins, roles, and
how the roles were granted only.
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.
ADDRESS FOR OUTGOING EMAILS:
Starting with this update, emails originating from EPM 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.
EPM AUTOMATE UPDATES:
A new version of EPM Automate with these changes is
available:
The roleAssignmentReport command now generates a report
that lists the first name, last name, email address and pre-defined and
application roles of EPM 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 replay file. The replay command
works only with Planning, Financial Consolidation and Close, and Tax replay
Reporting business processes.
NEW EXCEL SERVER SETTINGS IN FINANCIAL REPORTING:
Three new Excel server settings are available to use in
Financial Reporting reports.
MANAGE USER POINT OF VIEW:
New Functionality to Manage the User Point of View in
Financial Reporting Web Studio.
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 Dropdown," to Yes. To display the excluded members and allow users
to select them from the member selector drop-down, set this option to No.
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 EPM INTEGRATION AGENT SQL QUERY CONDITIONS:
New SQL Query Conditions are Supported in the EPM
Integration Agent
INITIALIZING ORACLE NETSUITE APPLICATIONS:
Oracle NetSuite data source application names are modified after initialization.
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.
ACCOUNT RECONCILIATION
AGGREGATING TRANSACTION MATCHING DATA USING DATA MANAGEMENT:
There is now an option available in Data Management to
allow aggregation of Transaction Matching transactions that enables you to roll
up transactions to a summary (higher) level of detail. NOTE: To use this
feature, a new Target must be created.
NEW LENGTH FUNCTION TO CALCULATE LENGTH OF A STRING:
A new LENGTH function is now available to calculate the
length of a string. This function takes a text value as a parameter and returns
an integer, which is the number of characters in the text.
CSV (FORMATTED) OUTPUT TYPE AVAILABLE FOR REPORTS:
You can now generate a predefined or custom report in CSV
(Formatted) output format that supports template based CSV file generation.
ITEM COUNT ADDED TO LISTS:
An item count has been added to the following lists in Account
Reconciliation: Profile List, Reconciliation List, Transactions List,
Reconciliation Balances List, Detail Balances List, and Matching List to enable
you to see at a glance how many items are in that list.
DISABLING THE AMORTIZATION/ACCRETION FEATURE FOR
ADJUSTMENTS:
A Service Administrator can now disable the
amortization/accretion feature in Balance Explained or Adjustments using a
checkbox in the Transaction Detail of a Format.
NEW DATA EXCHANGE CARD ADDED FOR DATA INTEGRATIONS:
A new "Data Exchange" card is available under Applications
that allows you to access the EPM Integration Agent functionality. Using the
EPM Integration Agent, you can extract data from your on-premises data sources
and then load the data directly to the Oracle Enterprise Performance Management
Cloud.
ENTERPRISE DATA MANAGEMENT
COLLABORATE WITH USERS ON REQUESTS IN SUBMIT STAGE:
To facilitate multiple users participating on a request,
the request assignee can ask additional users to collaborate on Draft and
Pushed Back requests in the Submit stage. Collaborators can be added or removed
from a request. Collaborators are notified of requests in which they were asked
to collaborate.
CONCURRENT EDITING OF REQUESTS:
When multiple users are collaborating on the same request,
those users may be working on the request at the same time. Concurrent editing
allows users to work simultaneously on the request while ensuring data
integrity and alerting users of changes made by others.
CONFIGURE BINDING KEYS FOR IMPORT AND EXPORT:
Binding keys are configurable to allow for customization of
how data is imported into and exported from bound viewpoints. Binding keys are
displayed and edited in the Binding Inspector.
CUSTOM BRANDING, APPEARANCE OPTIONS, AND NEW DEFAULT THEME:
Appearance options are available to customize the look and
feel of the Enterprise Data Management Cloud user interface. Service
administrators can upload their own logo image and background image as well as
choose a theme. These custom settings are applied to the user interface for all
users.
DATA TYPE PARAMETER OVERRIDES FOR NAME AND DESCRIPTION
PROPERTIES:
Data type parameters for the core Name and Description
properties can be edited at the application or node type level to override the
original values set during application registration. This is helpful to
customers who need to ensure that these data values conform to their business
rules.
DEFAULT AND ALTERNATE ASSIGNEES FOR SUBSCRIPTIONS:
Subscriptions can be configured with default and alternate
assignees to allow subscription requests for target viewpoints to be assigned
to multiple users. The default assignee is a single user who has subscription
requests normally assigned to them. Alternate assignees are users or groups who
can be assigned requests when there is no default assignee for a subscription,
or the user is out of office.
INSPECT PROPERTY DEFINITION FROM PROPERTY PANE:
A property can be inspected directly from the property pane
for a selected node in a viewpoint. A link is available in the Property Details
popup window to inspect the property. This allows the property inspector to be
easily accessed in order to verify and make changes to property parameters.
PROCESS DELETES AND REORDERING OPTIONS FOR MERGE IMPORT:
Additional options are available for the Merge import mode,
giving the user the ability to process deletes and reordering of nodes which
may happen in an import source. These actions do not happen during a normal
merge import process but are sometimes necessary for Enterprise Data Management
to match the import source.
REMOVE AND DELETE TRIGGER ACTIONS FOR CUSTOM VALIDATIONS:
Custom validations can be configured with Remove and Delete
as trigger actions to enable the validations to run for request items which
include those actions. This allows specific custom validations to run only for
nodes which are removed or deleted from a viewpoint in a request. This is
helpful when you want to prevent nodes from being removed or deleted, or to
prevent invalid data resulting from a removed or deleted node.
REQUEST ITEM VALIDATIONS FOR DERIVED PROPERTIES:
Derived property values are now validated for request items
in a request to prevent invalid values resulting from changes made in a
request. System, application-specific, and custom validations are run for
derived properties of nodes in viewpoints where request actions were performed.
Derived properties can be validated for any type of request including
interactive, subscription, and import requests.
RESIZABLE PROPERTY PANE:
The property pane for a selected node in a viewpoint can be
resized using a drag and drop splitter located between the grid/tree and
property pane for the viewpoint. This enables properties with long labels or
values to be more easily viewed in the property pane.
USER MENTIONS IN REQUEST COMMENTS:
Users can be mentioned in request and request item level
comments providing a way for collaborators to ask questions or make other users
aware of what they did to a request. When @ is entered into a comment, a list
of request users is available to select from. After the comment is saved,
mentioned users are notified of the comment so they can review it and take
immediate action on the request.
USER PREFERENCES FOR PROFILE IMAGE, LANGUAGE, AND OUT OF
OFFICE:
Users can configure their own preferences for profile
image, language, and out of office. The Profile Image is displayed for the user
on pages where an avatar is used. The Language preference controls the language
for labels and messages displayed in the user interface for the user. The Out
of Office preference signifies the user is unavailable and requests should not
be assigned to them. User preferences are accessible for a logged in user from
the Settings and Action menu.
VALIDATIONS DISABLED FOR PREDEFINED MEMBERS IN EPM CLOUD
DIMENSIONS:
For Planning or Financial Consolidation and Close
viewpoints, many application-specific validations have been disabled for nodes
imported as predefined members (Enterprise Predefined Member = True).
FINANCIAL CONSOLIDATION AND CLOSE
NEW EPM AUTOMATE VERSION:
A new version of EPM Automate is available. This version
includes the copyOwnershipData, exportOwnershipData, importOwnershipData,
recomputeOwnershipData, and importSupplementalCollectionData commands. This
version also contains changes to the replay command, which now accepts an
optional encrypt parameter to encrypt all passwords included in the replay
file. Additionally, the roleAssignmentReport command now generates a report
that lists the user login, first name, last name, email address, pre-defined and
application roles of EPM Cloud users, and how roles are assigned. Previously,
the Role Assignment Report listed only the user log in, roles,and how roles are
assigned.
PERFORMANCE SUBSTITUTION VARIABLES:
The following Substitution Variables can be enabled to
improve performance: EnableSimpleAggregation OptimizeDBRefresh
OptimizeYTDCalculation OptimizeConcurrency NOTE: The degree of performance
improvement varies widely across different applications as it is purely driven
by the application design and data distribution.
NOTE: The degree of
performance improvement varies widely across different applications as it is
purely driven by the application design and data distribution.
SUPPLEMENTAL DATA MANAGER ENHANCEMENTS:
Supplemental Data Manager has been enhanced with several
new features, including configurable collection intervals, form-related
changes, deployment enhancements, and dashboard capabilities.
Ø New Collection
Intervals allow you to customize your data collections tailoring the POV to
your specific collection needs.
Ø Data sets have
been renamed to Collections and have been enhanced to allow Sub-Collections
which allow finer detail data collections.
Ø New Collection
option to ensure data collection security which will prevent the sharing of
data entered on different collection forms.
Ø Forms have been
enhanced to include header data and multiple detailed line item data entry
areas on a single section.
Ø The
redeployment process has been optimized to minimize the impact to any ongoing
collection process preserving the current workflow and data entered on existing
forms.
TASK MANAGER - ABILITY TO VIEW INSTRUCTIONS IN TASK LIST
VIEWS:
You can now easily see if a task includes instructions
within the Schedule Task and Template Task lists. Users can add a new
Instructions column to their list view and see the textual instructions for the
task.
MODIFYING SEEDED ACCOUNTS - ACCOUNT TYPE AND CONSOL
OPERATOR:
Service Administrators can now make property changes to
seeded members of the Account dimension to customize them as needed. You can
change the Account Type and the Consolidation Operator (for the Consol cube
only). Ensure that you run Metadata Validation after making the changes to
confirm that the changes are valid.
To export and import the changes for the seeded member, you
must use the Module Customization Migration artifact (LCM). Exporting and then
Importing CSV files will not retain your attribute changes for seeded members.
RUNNING ON-DEMAND RULES IN A FIX:
By default, On-Demand Rules are run in FIXPARALLEL. The
FIXPRALLEL will include members from the six Run Time Prompts (RTP): Scenario,
Year, Period, Entity, Consolidation, and Currency. If you need to run same ODR
in a FIX, you can define a substitution variable.
You can add a substitution variable by name _FP. For
example, if rule name is ODR - Calculate Sales, you should name the variable as
ODR_CALCULATE_SALES_FP. Note that the hyphen in rule name is replaced with
underscore in variable name and there are no spaces in the variable name.
ITEM COUNT ADDED TO LISTS:
An item count has been added to the following Task Manager
lists: Schedule Tasks, Alerts, and Template Tasks. This enables you to see at a
glance how many items are contained in that list.
NEW LENGTH FUNCTION TO CALCULATE LENGTH OF A STRING:
A new LENGTH function is now available to calculate the
length of a string in Calculation Attributes in Task Manager and Supplemental
Data Manager. This function takes a text value as a parameter and returns an
integer, which is the number of characters in the text.
CSV (FORMATTED) OUTPUT TYPE AVAILABLE FOR REPORTS:
You can now generate a predefined or custom report in CSV
(Formatted) output format that supports template based CSV file generation.
NARRATIVE REPORTING
EXTENDING THE DOCUMENT ENTITY INFORMATION NETWORK FOR SEC:
In Disclosure Management, you can now add the missing
elements to the Document Entity Information (DEI) Element to the Taxonomy
Template DEI Sheet, which are supported to match the SEC validation
requirements.
UPDATED NARRATIVE REPORTING EXTENSION FOR DISCLOSURE
MANAGEMENT:
An updated Narrative Reporting Extension for Oracle
Disclosure Management is now available. This update includes general
improvements and bug fixes. Download and install the latest Narrative Reporting
extension for Disclosure Management to get these changes.
PLANNING
NEW OPTION IN FINANCIALS TO MAKE PAST PERIODS READ ONLY:
When you enable weekly planning in Financials, you can now
specify an option to make past weekly periods read only in the Forecast
scenario.
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.
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.
PROFITABILITY AND COST MANAGEMENT
There are no new Profitability and Cost Management specific
features in this update.
TAX REPORTING
SUPPLEMENTAL DATA MANAGER ENHANCEMENTS:
Ø Supplemental
Data Manager has been enhanced with several new features, including
configurable collection intervals, form-related changes, deployment
enhancements, and dashboard capabilities.
Ø New Collection
Intervals allow you to customize your data collections tailoring the POV to
your specific collection needs.
Ø Data sets have
been renamed to Collections and have been enhanced to allow Sub-Collections
which allow finer detail data collections.
Ø New Collection
option to ensure data collection security which will prevent the sharing of
data entered on different collection forms.
Ø Forms have been
enhanced to include header data and multiple detailed line item data entry
areas on a single section.
Ø The
redeployment process has been optimized to minimize the impact to any ongoing
collection process preserving the current workflow and data entered on existing
forms.
TASK MANAGER - ABILITY TO VIEW INSTRUCTIONS IN TASK LIST
VIEWS:
You can now easily see if a task includes instructions within the Schedule Task and Template Task lists. Users can add a new Instructions column to their list view and see the textual instructions for the task.
OWNERSHIP CONSOLIDATION METHODS:
The Ownership percentage ranges for the system
Consolidation methods have been changed. The ownership ranges and system
methods are: 0% - Not Consolidated > 0% to <=50% - Proportional > 50%
to <=100% - Subsidiary
NEW LENGTH FUNCTION TO CALCULATE LENGTH OF A STRING:
A new LENGTH function is now available to calculate the
length of a string in Calculation Attributes in Task Manager and Supplemental
Data Manager. This function takes a text value as a parameter and returns an
integer, which is the number of characters in the text.
CSV (FORMATTED) OUTPUT TYPE AVAILABLE FOR REPORTS:
You can now generate a predefined or custom report in CSV
(Formatted) output format that supports template based CSV file generation.
ITEM COUNT ADDED TO LISTS:
An item count has been added to the following Task Manager
lists: Schedule Tasks, Alerts, and Template Tasks. This enables you to see at a
glance how many items are contained in that list.
NEW EPM AUTOMATE VERSION:
A new version of EPM Automate is available. This version
includes the new importSupplementalCollectionData command and changes to the
replay command, which now accepts an optional encrypt parameter to encrypt all
passwords included in the replay file. Additionally, the roleAssignmentReport
command now generates a report that lists the user login, first name, last
name, email address, pre-defined and application roles of EPM Cloud users, and
how roles are assigned. Previously, the Role Assignment Report listed only the
user log in, roles,and how roles are assigned.