Oracle Planning and Budgeting Cloud, February Update

Announcements and New Features

Automating the Downloading of Activity Reports

You can now automate the downloading of the Activity Report, which is automatically generated for each day. This report enables Service Administrators to understand application usage and helps streamline application design by identifying calculation scripts and user requests that impact application performance.

Oracle has created and documented a script that you can use to automate the downloading of Activity Reports. See the following information sources:

Single Sign-On with Oracle Fusion Applications

Starting with this update, you can configure single sign-on access between Oracle Enterprise Performance Management Cloud and Oracle Fusion Cloud. Configuring SSO requires you to configure SAML 2.0 Identity Provider (ldP) between Oracle EPM Cloud and Oracle Fusion Cloud.

See Managing Single Sign-On in Administering Oracle Cloud Identity Management for information on configuring the SSO process to work with Oracle Fusion Cloud.

Define Valid Intersections-Based on Attribute

You can define valid intersections based on an attribute. Attribute dimensions can now be selected in valid intersection definitions.

Showing Approval Units as Aliases in Approvals Notifications

You can now display approval units using their aliases instead of member names when approval notifications are sent. To support this enhancement, a new option was added to the Application Settings page called Show Approval Units as Aliases in Approvals Notification.

The default setting for this option is No, which means the system will continue to use member names. To view this application default setting, click or tap the Navigator icon, then under Setup, click or tap System Settings and Defaults, and then select Current Application Defaults. To view this user preference setting, click or tap the Navigator icon, and then under Create and Manage, click or tap Preferences.

Updated Options for Business Rules Properties

The options for Business Rules Properties on the Form and Ad Hoc Grid Management page have been updated for clarity: 

Human Capital Management Integration with Enterprise Planning and Budgeting Cloud Workforce Planning - Whitepaper

Using Data Management, you can load your Human Resources metadata and data from Human Capital Management to use in the Workforce Planning business process of Enterprise Planning and Budgeting Cloud. You can load such information as:

Please note that you must perform manual steps in this update to implement this integration. You load the metadata, for example, employee data, using the native data load feature in Enterprise Planning and Budgeting Cloud. You can use Data Management to load data to Enterprise Planning and Budgeting Cloud. Oracle is in the process of creating a detailed whitepaper that explains how you can use current functionalities in the Human Capital Management Cloud application and in Oracle Data Management load Human Resources metadata and data for use in the Workforce Planning business process of Enterprise Planning and Budgeting Cloud.

New EPM Automate Utility Version that Imports IDM Artifacts

A new version of the EPM Automate Utility is available with this update. This version enhances the importsnapshot command to allow the import of identity domain artifacts from application snapshots. This enhancement simplifies the cloning of a service instance by avoiding the step of manually importing users and roles into the identity domain.

The activities that you can complete using importsnapshot command depend on your role.

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

New Smart View Version with Support for Alternate Hierarchy

Smart View for Office Release 11.1.2.5.620 is now available. This release contains new features such as Smart Form support for some Smart View functions, qualified name support for alternate hierarchies, Excel filter retention during ad hoc analysis, selectively deleting connections, and the ability to sort files and folders in the Smart View Panel, among other features. The Smart View 11.1.2.5.620 Readme, available on the Help Center, contains a complete list of new features in this release.

You must install this release to ensure compatibility with the February 2017 release features and to access the new functionalities. See “Installing Clients” in the Using Oracle Planning and Budgeting Cloud guide for instructions.

Indicator in Grid Cells for Related Content

Starting with this update, reports opened in Financial Reporting Web Studio now display a red indicator at the top right corner of cells that have related content.

Ability to Use Planning Formula Expressions in Calculation Manager

Starting with this update, you can use Planning formula expressions in Calculation Manager graphical or script rules.

Defects Fixed

Defect Number

Description

25341001/ 25298300

Indent increases for each "generation by" are now recognized in both HTML and PDF Previews.

25327229

There is no longer a large spacing gap in the column headings when text is displayed over multiple lines.

25217220

The rundatarule command of the EPM Automate utility now executes correctly without errors.

22480818/ 25134767

On the Manage Exchange Rates page, the Year dropdown list is no longer limited to 25 years. All years in the application are now included in the Year drop-down list.

25063383

When you launch a rule in Planning, the rule no longer automatically uses the parameters that you used for the last run unless you select the Launch Last Value option in the dialog box for specifying runtime parameters.

25063335/ 24922033

You are now able to run business rules even if the member name contains a quotation mark.

25059253

The HTML view of a Financial Reporting book now correctly loads Financial Reporting reports.

24935228

If you have the appropriate privileges, you are now able to modify an entity in the Member Selector in Smart View.

24834295

Japanese PBCS applications whose Date Time Display is set to Automatically Detect now correctly display the year digits in date cells after you refresh the application.

24597978

The threshold limit of Year dimension has been increased to help customers extend planning model portfolios.

25236301

When you press ESC to exit a data form that was accessed via a Task List, your unsaved data is no longer lost.

25346383

Planners no longer receive "The current user cannot access the row or column members needed to process the current form" error when initiating a prediction in Predictive Planning.

25182628

You no longer receive validation errors for the Simplified Currency Script in the batch currconversion rule. You must create a new batch script after upgrade.

24765384

 The Location folder in the Cloud "Inbox" repository can now be deleted.

25406117

You can now save the custom style format in Smart View forms that contain a formula.

Planning and Budgeting Cloud, March Update

Announcements and New Features

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. In this version, replay command has been enhanced to support the replay of Financial Reporting report launch load on a service instance to enable performance testing under heavy load to verify that user experience is acceptable when the service is under the specified load.

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

Activity Report Now Includes Smart View Version Information

The Application Activity Report, which presents information on application usage, has been enhanced to include information on the versions of Oracle Smart View that are used to access the application. The report lists Oracle Smart View versions older than 11.1.2.620 as Unknown Version. This enhancement allows users, especially Service Administers, to ensure that they are using the newest version of Oracle Smart View which incorporates new features and bug fixes.

See Working with Activity Reports and Access Logs in Using Oracle Planning and Budgeting Cloud for detailed information on the Application Activity Report.

Updated Simplified Interface for Manage Approvals

The Manage Approvals Simplified Interface has been updated to provide more views and it is also now available to users with the Planner role. To view the Manage Approvals page in the Simplified Interface, click or tap the Navigator icon, and then under Workflow, click or tap Manage Approvals. Click or tap View in the upper right-hand corner of the Manage Approvals page to change your display to Process Status, Level Status, Group Status, or Tree View. You can access any Approvals error reports from the Approvals card on the Home page.

Financial Integration Summary for Balance Sheet and Cash Flows

In Enterprise Planning and Budgeting Cloud, if you've integrated Financials with Workforce, Projects, or Capital, you can review a summary of the rolled up data in the following two new forms: Balance Sheet Integration Summary and Cash Flow Direct Integration Summary, in addition to the existing form Financials Integration Summary.

Project Analysis for Decision Making and Approval

Use the new Project Detailed Analysis form in Projects in Enterprise Planning and Budgeting Cloud, to see a summary of the KPIs for all projects so you can evaluate project performance for all projects in one place. Use the new forms Performance Matrix and Financial Performance Measures to analyze your projects and help make go/no go decisions and approval decisions.

Rolling Forecast in Plan Forecast Preparation

With rolling forecasts, in Enterprise Planning and Budgeting Cloud, you can perform continuous planning so you can plan beyond a one year horizon. Depending on how you set up rolling forecast, you can plan continuously at a monthly level for either 12, 18, or 24 months, or at a quarterly level for either 4, 6, or 8 quarters. Forms and dashboards are updated automatically when you change the current period to add or drop new time periods to reflect the rolling forecast range.

This feature is available only for the Financials and Projects business processes in this release.

Translation Information

The translated documentation now covers all features up to December 9, 2016, except for Working with Smart View for Enterprise Performance Management Cloud, which covers features up to October 6, 2016.

Defects Fixed

Defect Number

Description

25545393/ 25469889

When pushing data from a block storage cube to an aggregate storage cube, Smart Push now correctly maps source data cells to target data cells.

25481545

You are now able to use Migration to create a Data Management backup.

25452628

In Smart View, you can now submit data from forms or ad hoc grids that contain Dynamic Time Series members.

25411844

Images are now correctly aligned in the HTML for Financial Reports.

25410048/ 25312113/ 25431378/ 25591593

The service now correctly migrates artifacts to create application snapshots.

25394079

When running a book in the simplified user interface, all dimensions in the Point of View are now displayed correctly.

25374550

You are now able to set configuration options for Projects from the Configure screen.

25369203

The MemberProperty text function now works when used with UDA in a text box.

25351303

The Point of View is no longer misaligned when running a report in the simplified user interface.

25300731

When renaming a form, you must give it a unique name.

24903650

Planning forms no longer display dimension member root aliases in place of formula labels on formula rows.

24789445

When a Financial Reporting report has related content selected and the report is put into a book, the Point of View is now correctly used if the book is run again.

22934579/ 25102686

Imports using Migration now correctly set hierarchy types for dimensions.

20835099

Artifacts migration now completes without errors as a part of daily service maintenance.

Oracle Planning and Budgeting Cloud, April Update

Announcements and New Features

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the maskData command, which masks all application data to ensure data privacy. You use this command only on test instances to hide sensitive data from users; for example, application developers, who should not access your business data.

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

Single Sign-On Access with NetSuite

You can configure single sign-on (SSO) access between Oracle Enterprise Performance Management Cloud and NetSuite. Configuring SSO requires you to configure a SAML 2.0 link between Oracle Cloud and NetSuite.

See Configuring Single Sign-On in Using Oracle Planning and Budgeting Cloud for information on configuring the SSO process to work with NetSuite.

Activity Report Now Contains Information on Long Running Reports

The Activity Report now includes Financial Reporting report generation activities in the list of activities considered for inclusion in the section titled Top 30 Worst Performing User Interface Actions over 10 Seconds. The report identifies the long running user action and the corresponding report object to help you fine tune your reports.

New Smart View for Office Version

Smart View for Office 11.1.2.5.700 will be available in early April, 2017. This version will contain new features such as PowerPoint chart support for forms, and a new HsAlias function. Additionally, it extends HsDescription function support to Oracle Planning and Budgeting Cloud. The Smart View 11.1.2.5.700 Readme, available on the Help Center, contains a complete list of new features in this version.

You must install this version to ensure compatibility with the April 2017 update features and to access the new functionalities. See Installing Clients in Using Oracle Planning and Budgeting Cloud for instructions.

Project Revenue Recognition What If Planning

In Oracle Enterprise Planning and Budgeting Cloud Projects, you can now perform revenue recognition what-if analysis. This allows you to analyze different revenue recognition what ifs for contract projects, helping in the decision making process for taking up a contract project.

Ability to Add Additional Expense Categories

In Oracle Enterprise Planning and Budgeting Cloud Financials, administrators can now add custom categories for Expense drivers in Application Configure. This simplifies adding new categories because you don’t need to use the Dimension Editor. Members are automatically added under the appropriate hierarchy and to the expense driver forms.

Simplification of Project Earned Value Management and Forecast Preparations Rules

Oracle Enterprise Planning and Budgeting Cloud Projects now supports simplified Project earned value management and Forecast Preparation Rules. It also provides additional options for data copy and bulk processing of Projects.

Export Exchange Rates Template for Simplified Multicurrency Applications

For a simplified multiple currency application, you can export an Exchange Rates Template which you can update with the currency rates and the POV values based on the intersection where the rates are stored.

To export the Exchange Rates Template:

  1. From the Home page, click or tap Application, and then Overview.
  2. From the Actions menu, select Export Exchange Rate Template, and then open the template file or save it locally.

Once you've updated the template file and saved it, then you can use this file to import exchange rates into the application. In the Actions menu, select Import Exchange Rates.

For more information, see “Importing Exchange Rates for a Simplified Multicurrency Application” in Administering Planning for Oracle Planning and Budgeting Cloud.

Exclude Dynamic Calculation Members from a Data Map Push

The Exclude Dynamic Calc Members data map option lets you exclude the dynamically calculated members from the data map process in cases where you don’t want to push the dynamically calculated member data. By default, the Exclude Dynamic Calc Members option is not selected and dynamically calculated members are included during a data map push. Please note that this option is not applicable to SmartPush.

To exclude dynamically calculated members from a data push:

  1. From the Home page, click or tap Application, and then Data Maps.
  2. To the right of the data map that you want to edit, click or tap the Action icon, select Edit, and then Options.
  3. Select Exclude Dynamic Calc Members.

New System Setting: Allow Drilling on Shared Members in Ad Hoc Grids

Whether to allow drilling on shared members in ad hoc grids is now an option you can configure in System Settings.

To configure drilling on shared members in ad hoc grids:

  1. From the Home page, click or tap the Navigator icon, and then under Setup, click or tap System Settings and Defaults.
  2. Click or tap the Advanced Settings tab, and then the System Settings tab.
  3. For Allow drill down on shared members in ad-hoc, select Yes to enable the setting or No to disable it.

Changing Financial Reporting Server Values in Financial Reporting Web Studio

Service Administrators can now change the following Financial Reporting Server settings values in Financial Reporting Web Studio.

To edit these values in Web Studio, select File, then Preferences, and then the MBeans tab. For more information on these settings, see Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

NOTE: This feature is not available for Report Designers.

Displaying the POV Prompt for Reports

When users click or tap Reports on the Home page, a new Prompt for POV check box displays on the Reports list page that affects all reports in the list that have a POV.

If the Prompt for POV check box is selected, when a report with a POV is launched, a POV member selector window is displayed. If the Prompt for POV check box is cleared (the default), the report launches directly, without displaying the POV member selector window. In this case, the POV members in the report are the most recently used members on the form, or the dimension’s root if there are no most recently used members.

Data Management Integration with Oracle Fusion Cloud Budgetary Control and Encumbrance Accounting

In this update, Data Management has been integrated with Oracle Fusion Cloud Budgetary Control and Encumbrance Accounting.

This Data Management integration means that you can develop comprehensive budgets in Oracle Planning and Budgeting Cloud and Oracle Enterprise Planning and Budgeting Cloud and then seamlessly transfer them at the right levels of control to Oracle Fusion Cloud Budgetary Control and Encumbrance Accounting. In addition, you can import actual expenditure and obligations from the Oracle Fusion Budgetary Control and Encumbrance Accounting service to Data Management to use for future budget preparation and reporting purposes.

Application Design Best Practices

Updated application design best practices are available starting this update. As you plan an application, you can now review design best practices that help ensure that the application will meet your business needs.

For more information, see “Designing Your Application” in Administering Planning for Oracle Planning and Budgeting Cloud.

Changing Maintenance Time to Accommodate Daylight Saving Time

In time zones that change based on daylight saving time, the daily maintenance time now accommodates the time change so that the maintenance process starts correctly at the time you set. However, to activate this fix, you must set the service maintenance time again even if you want to use the current maintenance start time. See Setting Service Maintenance Time for detailed procedures.

Defects Fixed

Defect
Number

Description

25734068

In Workforce Planning, when you add a TBH, the headcount and FTE are now populated from the Start Month of the hiring requisition.

25678169

In Workforce Planning, when a bonus is added to the Defaults table, the Synchronize Defaults rule works correctly.

25675997

When scheduling batches, the user authentication process now works correctly as designed.

25670778/ 25670772

Enhancements were made to improve performance while exporting data from an aggregate storage application.

25664968

In a dashboard form’s POV, when you select a member that has a comma in its name, then change the POV member, when you reselect the original member, the form and charts are now updated correctly.

25657948/ 25639787

Predictive Planning no longer gives an error message and can predict data on the form when the summary member for the Period hierarchy has a name other than YearTotal.

25646372

All cell values in the form are now retained if data validation fails for a form on which the Run before save rule is enabled.

25598620

A new validation now prevents the application from creating a cube with a space in the cube name.

25569002

The Close button now works when you try to open a Planning form from a task list and the form has an undefined user variable.

25556784

In a Standard multicurrency application, the application will now automatically clean up triangulation rates when adding, switching, or removing a triangulation currency from a currency.

25537192

Form grids now render correctly after editing data or scrolling.

25528463

The User identity domain role no longer provides implicit access to all Financial Reporting Repository content. Users with this role can now access only the Repository objects for which they have been granted access. They can now list the content of the Repository and import, save, and modify batches, books, reports, and documents. Users with this role can also create and modify shortcuts and folders.

25512348

Performance improvements were made to the process of importing applications from on-premises environments to Oracle Planning and Budgeting Cloud.

25495791

You can now expand the Member Selection column when you view a report in HTML.

25485892

The order of Smart List labels in Planning Budgeting Cloud and Smart View are sorted based on the label if Order by Label is selected.

25483692

When configuring benefits with the Benefits and Taxes wizard in Workforce, the review form correctly displays January as the beginning month.

25470362

Books without a POV are displayed in the Simplified User Interface regardless of their application. Potentially, books without a POV for other applications are displayed if they are in the system, but those books cannot be executed. For books with a POV, only those books that match the current application are displayed.

25469079

Substitution variable values are now updating correctly in business rules.

25455392

When pushing data to an aggregate storage reporting application, the data map Clear and Push operation now executes without any issues.

25444568

Long report titles now display without being truncated.

25386002/ 25249309

Financial Reporting now honors the paper size setting that you specify even if you combine the reports in a book and then run the book.

25348987

During a refresh operation, Dynamic Time Series members are no longer converted to month when the associated month also exists on the grid.

25307158

After pivoting a dimension to the POV, and typing a member name over it (in the POV), the member name is now accepted.

25261711

The form property Size-to-Fit now works with Internet Explorer 11.

25204839

In the Benefits and Taxes wizard in Workforce, the component’s POV is no longer available on the Rates and Review tabs.

25197114

In the Benefits and Taxes wizard in Workforce, when you select the rate table, the Maximum Value Type is now blank, as expected.

25196164

In the Benefits and Taxes wizard in Workforce, when reviewing the component definition rates, the Pay First Period rate no longer displays in Last Period.

25196135/ 24431852

On the Review tab in the Workforce Benefits and Taxes wizard, the scroll bar now displays.

25196086

In the Benefits and Taxes wizard in Workforce, the Rate Table Monthly Fiscal Review month correctly displays the start month as Jan.

25192455

Users are now able to enter Polish Alt +<key> characters into text fields on web forms when using Internet Explorer.

25165280

In a simple form, if you change the POV without clicking Go, when you click or tap into a cell to enter data, now you get a confirmation message to alert you that the changed POV isn't committed.

25101838

Using the mouse scroll wheel no longer closes the member selection menu on forms.

24517392

Using the Enter key while typing text data into form cells no longer breaks data imports.

24381813

Right-click menus in data cells now work consistently.

23750526

With Internet Explorer 11 and the Simplified Interface, when you render a report, the new Prompt for POV check box prevents a blank page from displaying when you close the report. The check box should be cleared (the default).

23114379

When using the Benefits and Taxes wizard in Workforce, if you change the component from Rate Table and Threshold to Rate Table or Simple where the maximum value type is not the threshold amount, the maximum value is no longer applied to calculations.

25057251

In time zones that change based on daylight saving time, the daily maintenance time now accommodates the time change so that the maintenance process starts correctly at the time you set.

21193952

Attributes are now displaying correctly for all members in the grid, even after enabling Suppress missing blocks.

19725416

A message indicates that another user is working on the form if you open that form in form designer.

Oracle Planning and Budgeting Cloud, May Update

Announcements and New Features

For Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New Simplified Dimension Editor

The new Simplified dimension editor displays dimensions and members in a grid format. With the grid format, dimensions and members are editable on a single page. You can edit member properties directly on the grid and you can perform ad hoc operations such as zooming in, zooming out, keep selected, remove selected, and freeze.

To access the Simplified dimension editor:

  1. From the Home page, click or tap Application, and then click or tap Overview.
  2. Click or tap Dimensions.
  3. Click or tap the name of the dimension that you want to view.
  4. Click or tap the Edit Member Properties tab to view the dimension editor grid.

For more information, see “Editing Dimensions in the Simplified Dimension Editor” in Administering Planning for Oracle Planning and Budgeting Cloud.

Launch a Financial Report with One Click

Administrators can streamline a workflow so that users can launch a financial report with one click. For example, if cash flow is relevant to a certain group, an administrator can make the Cash Flows report an icon on their Home page. Then those users can, with one click on their Home page, directly view the Cash Flows report.

To create access to a financial report directly from the Home page (or from a horizontal or vertical tab), an administrator creates a navigation flow and attaches a card to the flow. The service administrator also selects an icon for the report and assigns a financial report to the flow, and then activates the navigation flow.

The new card is displayed on the Home page of users who have access to the navigation flow. Users click or tap the icon to view the report, which launches directly; the POV displays the most recently used members (or the root dimension if there are no most recently used members). Depending on the formats that the original report support, users can view the report in PDF, HTML, or Excel format.

For information on creating navigation flows, see “Designing Custom Navigation Flows” in Administering Planning for Oracle Planning and Budgeting Cloud.

Setting Runtime Prompt Values for a Ruleset Job in the Job Scheduler

When scheduling a job for a ruleset, you can now set runtime prompt values with which to run the ruleset in the job scheduler.

To set runtime prompt values for a ruleset job in the job scheduler:

  1. Click or tap Application, and then click or tap Jobs.
  2. Click or tap Schedule Jobs.
  3. Select the Rules job type, specify when to run the job, and then click or tap Next.
  4. From the list of business rules, click or tap the check mark next to the ruleset you want to run.
  5. NOTE: You can filter the list so it displays rulesets only. Click or tap Filter, and then for Rule Type, select Rulesets.

  6. Enter values for the runtime parameters, and then click or tap OK.

See “Managing Jobs” in Administering Planning for Oracle Planning and Budgeting Cloud.

Updates to Academy

Additional topics and videos are now available in the Planning and Budgeting Cloud Academy. To view the updated content, access a service instance and then click or tap Academy.

For Enterprise Planning and Budgeting Cloud Only

More Account Member Categories and Components Available in Configuration

In the Financials business process of Enterprise Planning and Budgeting Cloud, more account member categories and components are available for importing and editing in the Configure Financials user interface. This allows you to import and edit members using the Configure interface rather than the Dimension Editor.

Copy Project Business Rule

In the Projects business process of Enterprise Planning and Budgeting Cloud, you can now launch the Copy Projects business rule from the Actions menu of the Project Details tab in Project Summary.

Defects Fixed

Defect
Number

Description

25882765

Special characters in Web Studio now display correctly in the Define Prompts dialog box.

25868478

Shared members of non-level 0 members defined on the page now honor the base member’s level, which prevents data entry into read-only cells.

25788881

You are now able to run a clear cube job against aggregate storage applications.

25754731

The Clear Members import option now remains enabled after editing an Import Metadata job.

25740916

When importing a Financial Reporting report in Smart View as Fully-Formatted, the replacement values, which contain both numeric and non-numeric characters, are no longer stripped of the non-numeric characters.

25735399

In Smart View, when running business rules that were attached to a form where drop-down member selectors were enabled and used on any row dimensions, the members that were on the page were not used for the rule’s run-time prompts, possibly resulting in an error.

25733483

Data validations dont support the form option Validate only for pages with existing blocks on forms containing dynamic sparse members on the row or column. Before, for such forms, when an approval unit was promoted or validated, the validation failed with a generic message. Now the message provides the dynamic member names and guidance on resolving the issue.

25724823

The Sign Out menu displays when the browser language is set to Japanese, Korean, or Chinese using Chrome.

25670213

Text functions or any text in the top-left corner of any report will now show in the report, the book containing the report, and the snapshot report generated from the report.

25643657

In the Simplified Interface, business rules launched through task list are now executed as expected.

25640438

Right-click menu items now fully display for all cell heights.

25599567

The last column in a form that has a member formula displays the calculated data, regardless of the cell’s height.

25577982

Business rules using an ASO cube with a formula that has specified the rounding digits will use the specified digits when the rule is launched from Calculation Manager or Planning.

25559550

A business rule with runtime prompts, is set to Run on Save, and is launched with right-click from a simple form associated with a composite form runs successfully.

25551733/ 25750100

Reports now show aliases when executed from the Batch Scheduler.

25460330

Smart View now retains the member order when displaying members by name or by attribute.

25441152

When importing a Financial Reporting report in Smart View as Fully-Formatted, the values which contain both numeric and non-numeric characters are no longer stripped of the non-numeric characters.

25341001/ 24834449

Indent increases for each "generation by" are now recognized in HTML Preview and PDF Preview.

25269009

In Financial Reporting Web Studio, the text function no longer shifts unexpectedly when you change the dimension layout of a grid that has a text function.

25254683

Rules that were exported with No Launch access can now be re-imported without error.

25058677

The Retrieve Cell Documents property now creates a link to the attachment in the generated PDF.

24603347

Financial report opened in the Planning and Budgeting Cloud now displays the alias on the users POV if alias is set as the default in the report.

17897098

You can now copy and paste the data in a range of cells from Microsoft Excel into a range of cells in Supporting Detail.

Oracle Planning and Budgeting Cloud, June Update

Announcements and New Features

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the updated importsnapshot command, which now provides the resetPassword option. This option determines whether the default password assigned to Identity Domain users who are created while importing snapshots into an instance must be changed after the users sign in for the first time.

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:

Activity Report Now Shows Database Query Performance Data

An enhanced Activity Report, which provides visibility into database query performance by providing the following information, is available with this update:

Oracle NetSuite Integration with Oracle Enterprise Performance Management Cloud

Data Management is now available as the integration mechanism for Oracle Enterprise Performance Management Cloud customers looking to load data from Oracle NetSuite. Oracle Enterprise Performance Management Cloud customers now have direct access to Netsuite’s unified suite of cloud-based ERP, CRM and commerce applications. The integration uses the NetSuite Saved Search framework to query data from the NetSuite system, which includes pre-packaged or customer defined Saved Searches.

NetSuite customers interested in leveraging this integration should contact NetSuite Support for more information on how to configure the required patch bundle in the NetSuite environment.

Ability to Change Number Format for Chart Point of Values and Axis Labels

In Financial Reporting Web Studio, you can now customize the number formatting in the Axes tab and in the Bar Options, Line Options or Pie Options tabs, depending on which chart type is selected.

Options to Push Data and Clear and Push Data Combined Into One

When moving data to a reporting cube, you now have only one option: Push Data. Selecting this option invokes a user confirmation which asks you to confirm whether to clear the existing data first.

To learn more about moving data, see “Moving Data to a Reporting Cube” in Administering Planning for Oracle Planning and Budgeting Cloud.

New Approval Unit Status Report

You can now create an approval status report to view detailed status of the approval process. The approval status report can be filtered by approval status, scenario, version, and approval unit hierarchy. Reports can be created in XSLX, PDF, HTML, or XML formats.

To learn more about this new report and to see a sample report, see “Creating Approval Status Reports” in Administering Planning for Oracle Planning and Budgeting Cloud.

Setting Usage By Cube for Period Dimension Members

Service Administrators can now set usage by cube for members of the Period dimension in the same way that they can set usage by cube for members of custom dimensions, the Account dimension, and the Entity dimension.

To learn more about editing member properties, see “Editing Member Properties in the Simplified Dimension Editor” in Administering Planning for Oracle Planning and Budgeting Cloud.

Support Added for Google Chrome

Interoperability with Google Chrome and Oracle Smart View for Office 11.1.2.5.700+ is available with this update. From your service, you may now select Open In Smart View to access the same data in Microsoft Office. Conversely, you may launch Chrome from Smart View to access service instances when performing drill-through operations.

Ability to Manage Applications from Smart View

Service Administrators can now use Microsoft Excel to manage applications in Oracle Smart View for Office. Using a downloadable Excel workbook template, you can quickly create Planning applications in Smart View. By editing worksheets within the application template workbook, you define application properties, dimension and member properties, security (access permissions), and substitution variables. You can also load data from the template. Additionally, Service Administrators can edit and delete the application from Smart View. See Administering Planning for Oracle Planning and Budgeting Cloud for more information.

Dashboards Offer a New Combination Chart Type

Dashboard designers and users can now select a new chart type called Combination that alternates displaying row data with vertical bars and lines in the chart. For example, the data in row 1 of a form is displayed as a bar and the data in row 2 as a line. This chart type is particularly useful when you want to compare two categories of data (for example, Germany and France’s average exchange rates over several years).

To learn more about this chart type, see “Designing Dashboards” in Administering Planning for Oracle Planning and Budgeting Cloud.

Upload Custom Fonts to Financial Reporting

You can now upload custom fonts to the Financial Reporting. When you upload a custom font, the following restrictions apply: only true type fonts (.tff) are supported, you can only upload one font at a time, the font's embeddability property must be set to "installable." When uploading custom fonts, you are responsible for meeting the Terms of Service for the fonts, and you should license them accordingly. Oracle does not guarantee that an uploaded font will work, and Oracle is not liable if a font is misused. See "Uploading Custom Fonts" in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud for more information.

Application Type “Lite” Renamed to “Reporting”

In this update, the Lite application type has been renamed to Reporting. A Reporting application is a basic application with one cube and the core components that you need to get up and running quickly. If you later decide that you need more complex business logic, you can convert a Reporting application into a Standard or Enterprise application.

To learn more about the Reporting application type, see “Creating a Reporting Application” in Administering Planning for Oracle Planning and Budgeting Cloud.

Updated Application Design Guidelines

Updated application design guidelines are available in this monthly update. As you plan an application, you can review design guidelines that help ensure that the application will meet your business needs.

For more information, see “Designing Your Application” in Administering Planning for Oracle Planning and Budgeting Cloud.

Updates to Academy

You now have access to additional content in the Academy within Enterprise Planning and Budgeting Cloud. To view the updates, access a service instance, and then click Academy.

Change of Behavior: Imports from Executable Files

To enhance security, Oracle now prevents you from importing data and metadata from executable files (for example, files with extensions such as .EXE, .BAT, and .sh) into the service. Starting the 17.06 updates, you cannot import data, metadata, and so on, from executable files.

Enterprise Planning and Budgeting Cloud Only

Strategic Modeling

Strategic Modeling combines a set of rich financial forecasting and modeling features with built in on-the-fly scenario analysis and modeling capabilities. It helps users quickly model and evaluate financial scenarios, and offers out of the box treasury capabilities for sophisticated debt and capital structure management. It provides a complete solution that can be used to build long range forecast models, perform quick financial impact analysis, and present focused financial information for informed decision making. Strategic Modeling can be used as a standalone business process or along with other business processes.

Strategic Modeling provides these key features:

Strategic Modeling provides a familiar web and Smart View interface.

Ability to Create Business Rules Written in the Groovy Scripting Language

Oracle now supports the creation of business rules written in the Groovy scripting language. Groovy business rules allow customers to design sophisticated rules that solve use cases that normal business rules cannot solve; for example, rules to prevent users from saving data on forms if the data value is above a predefined threshold. Groovy rules are created in Calculation Manager, and deployed, validated, and run in the application.

Information sources:

Integration of Oracle Enterprise Planning and Budgeting Cloud Workforce with Oracle Human Capital Management

In this update, Oracle Enterprise Planning and Budgeting Cloud customers who use the Workforce business process can now align and pull workforce data from Oracle HCM Cloud. Data Management provides an out of the box solution that enables customers to apply predefined mappings from the Oracle HCM Cloud data model to target dimensions in Workforce. Customers can also customize and extend these integrations, for example, by applying other mappings as needed to meet their business requirements.

Additional Checks in Enable Features, Increment Enablement, and Upgrade Processes

In Enterprise Planning and Budgeting Cloud, when Service Administrators enable features for business processes, the application is put in maintenance mode and only Service Administrators can use the application. If any metadata changes are detected, the database is refreshed before the business process features are enabled. If the database refresh fails, Service Administrators must resolve the issues before enabling features. The database is refreshed when needed for first time enablement, incremental enablement, and content upgrade.

Defects Fixed

Defect
Number

Description

26051522

When PLAN6 is used as a target in a selected data load rule, the import succeeds but no rows are displayed in the Workbench.

26044617/ 25769964

For the Financials business process in Enterprise Planning and Budgeting Cloud, you can now add child members under more members in the balance sheet accounts:

OFS_Indirect Cash Flow Statement

OFS_Revenue Planning

OFS_Expense Planning

OFS_Gross Profit

OFS_Total Expenses

OFS_Depreciation and Amortization

OFS_Non Current Assets

OFS_Rolling Accounts Calculated

OFS_Total Preferred and Common Stock

OFS_Total Other Current Liabilities

OFS_Short Term Borrowings

OFS_Fixed Assets

OFS_Cash Flow from Operating Activities

OFS_Net Cash From Investing Activities

OFS_Net Cash from Financing Activities

OFS_Adjustments to Net Income

OFS_Sources of Cash

OFS_Uses of Cash

OFS_Total Non Current Liabilities

OFS_Accumulated Depreciation and Amortization

OFS_Variable Expense

OFS_Total Fixed Expenses

OFS_Cash

OFS_Depreciation

OFS_Total Retained Earnings

25980310

In Enterprise Planning and Budgeting Cloud Financials, you no longer receive an error message when you attempt to configure Expense Accounts by selecting Application and then Configure.

25974115

You can now export a dynamic report to Excel without receiving an "Unable to process request" error.

25945535

In Financial Reporting Web Studio, charts with the "Page Break Before" property set now correctly display on separate pages in the PDF report.

25933968

Exports using Migration now correctly create snapshots containing the period mappings available in the application.

25926700

You now can export a report that contains an ampersand symbol (&) from Excel without any errors.

25917378

PDF preview no longer merges one grid with another grid.

25905487

You can now use the "DisplayFilterBySecurity" option on the Server tab in Financial Reporting Web Studio preferences to restrict non-administrative users so that they can only see the members to which they have access.

25896901

Saving ore refreshing data in forms now retains the cell focus.

25892406

Financial Reporting reports now correctly open in Excel when opened from the Simplified Interface.

25885110

Smart Push now gives the same results as using the Data Maps Clear and Push command.

25877833

You are now able to enable all dimensions after creating a new block storage cube in an application.

25877285

In Enterprise Planning and Budgeting Cloud, the “Planning and Forecast Preparation” configuration tasks now uses the correct period if you previously made a change in the “Planning and Forecast Preparation” page but did not save your changes.

25874460

HTML preview now works correctly when you use Financial Reporting Web Studio to create a report in Japanese, and you add a prompt to a column.

25852056

When using a Chrome browser, when you run a Financial Reporting report in Excel, the prompt to select criteria in the Simplified Interface is now correctly displayed.

25830085

All rows in a form now display correctly after a form changes position in a dashboard.

25829683

You can now print forms by clicking the Print button or by pressing Ctrl+Alt+P key combination. Also, print preview displays as designed.

25764682

In the Workforce business process, changing the Hiring Requisition Status to Closed now correctly removes the compensation expense. Note that after upgrading your application, you must run the Change Hiring Requisition Status rule to set status to Closed.

25760533

When viewing a Financial Reporting report in the Simplified Interface, the Grid POV is now displayed.

25722233

When a user is deleted from the application, all instances of the user in the application are deleted.

25689592

When changing the time zone on the Daily Maintenance page, the application will now automatically convert the existing time to the new time zone.

25657911

When setting Current Application Defaults using the Navigator menu, you can now save Application Settings without error.

25607521

For the Capital business process in Enterprise Planning and Budgeting Cloud, accumulated depreciation now calculates correctly for all In Service dates. (Fixed in 17.05)

25470358

When working with Business Rules Folders in Rules Security, previously deleted folders are no longer reappearing in the folders list.

25452803

You can now successfully export a Financial Report to Excel from the Simplified Interface.

25451586

When locking an approval unit fails, a link is provided to access the data validation error(s).

Oracle Planning and Budgeting Cloud, July Update

Announcements and New Features

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the clearcube command, which uses the settings specified in a Planning job of type clear cube to delete specific data from input and reporting cubes.

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:

New REST API: Clear_Cube

You can now use a REST API to clear specific data within input and reporting cubes. (This does not delete the application definition in the application's relational tables.) See CLEAR_CUBE in the Oracle Cloud REST API for Oracle Enterprise Performance Management Cloud guide.

Planning Clear Cube Job Now Clears Relational Data and Essbase Data

The Clear Cube job options have been updated to enable you to clear both Essbase and relational data. Previously you could only clear Essbase data. To view the updated Clear Cube job options, click Application, then Overview. From the Actions menu, select Clear Cube. On the Clear Cube page, click Create, complete the job name, select the cube, then select from the clear options displayed. Oracle has also provided two modes for clearing partial data for aggregate storage cubes. Selecting Partial Data (Basic Mode) enables you to use the member selector to specify the regions to be cleared. Selecting Partial Data (Advanced Mode) enables you to clear Essbase data by using an MDX expression in the text box provided.

For more information, see “Creating Clear Cube Jobs” in Administering Planning for Oracle Planning and Budgeting Cloud.

Updated Provisioning Report

The Provisioning Report has been redesigned to include the number of unique users provisioned with Oracle Enterprise Performance Management Services roles. The report now identifies the total number of provisioned users.

Ability to Add Existing Cards, Clusters, Tabs, and Sub Tabs to Navigation Flows

While creating or editing your navigation flows, you can add existing cards, clusters, tabs, and sub tabs. To search for and add existing cards, clusters, tabs, and sub tabs, launch the Navigation Flow Designer (click Tools, and then click Navigation Flow). Create a new navigation flow or open an existing navigation flow to edit it. Click Add Existing Card/Cluster, and navigate to the card or cluster you want to add. Existing tabs and sub tabs can be selected for tabular cards by clicking the Add Existing Tab or Add Existing Sub Tabs option.

For more information, see “Designing Custom Navigation Flows” in the Administering guide for your EPM Cloud service.

New Predictive Planning Client

The Predictive Planning for Smart View client has been updated to be compatible with the latest release of Oracle Smart View for Office.

Predictive Planning Chart Interaction and Other Enhancements

Predictive Planning has been updated to include new features:

Member Name May Contain Comma

In this update, Data Management now supports member names with commas when loading data to the following services:

Export a Grid Design in Financial Reporting Web Studio to Excel

Starting in Release 17.07, you can export a report's grid design information as it appears while viewing the grid in Financial Reporting Web Studio to Excel.

Enterprise Planning and Budgeting Cloud Only

Weekly Planning in Financial Business Process

In the Financials business process of Oracle Enterprise Planning and Budgeting Cloud Services, weekly planning enables you to plan and forecast at the weekly level. Forms are designed so you can view weekly level plan and forecast data. You can also leverage the rolling forecast range at a weekly granularity and plan continuously at a weekly level for 13, 26, or 52 weeks. When you update the current time period, forms are updated to add or drop time periods to reflect the updated plan, forecast, or rolling forecast range.

New Workforce Dashboard

If you enable the Projects and Workforce business processes, a new analysis dashboard in Workforce called Review Employee Assignments shows you how employees are assigned across projects. On this dashboard, you can also review employee’s utilization on various projects and reassign employees to projects as needed. This feature is available only for the Projects and Workforce business processes enabled after the July monthly update.

Data Import Templates Available from Financial Business Process

For the Financials business process in Enterprise Planning and Budgeting Cloud, data import templates are now available for download from within the application. The templates are generated based on the features you’ve enabled. From the Configure page for Financials, from the Actions menu, select Download Data Load Templates.

Defects Fixed

Defect
Number

Description

26269170

In the Workforce business process of Enterprise Planning and budgeting Cloud, the tiered tax types are correctly calculated when an employee’s status (and therefore their salary) is changed.

26288057

Financial Reporting Web Studio now allows negative indentation.

26260775

You no longer receive an error on clicking the Statistics tab to check detailed information of plan type.

26222333

You no longer receive an error in Financial Reporting Web Studio when adding a second prompt using the same dimension but a different member.

26176975

When exporting an Essbase aggregate storage application to Planning, you no longer receive an error.

26171295

In the Planning Admin Extension, when working with single-currency applications, the base currency is now displayed for the Entity dimension.

26150043

When you use the batch scheduler to schedule a reporting batch to run and export to an external folder, you no longer get an error.

26120854

When you delete an application and then load another application, Financial Reporting reports are now displayed correctly in the Reports section of the application.

26102309

If the Prompt for POV check box is enabled, when you change the POV member in a report by typing the member name in the POV pop-up (instead of selecting it), the newly-selected member and the report now display correctly.

26087065

In Supporting Detail, you are now correctly prevented from adding a child row to a Total row.

26086369

In a Chrome browser with the User POV set to "on", PDF and HTML preview now work correctly.

26001249

An error no longer occurs when a non-administrator user invokes Member Selection from a worksheet containing shared members, whether invoked from shared members or base members in the grid.

25999536

Users are now prompted to select from low-level members in the POV that they have access to.

25994343

In rare cases, database refresh produced the error Unexpected EOF encountered during parallel restructuring. This fix prevents such rare database refresh failure errors.

25985836

You can now copy and paste an entire report containing a formula from Financial Reporting Web Studio into Excel.

25968126

When there is a large number(> 1000) of members in the selector, relaunching member selection for runtime prompts works as expected and an error is no longer displayed.

25962540

Secondary hierarchy alias member names are retrieved as expected when the alias member names are the same as the primary hierarchy member names.

25925436/ 26026155

Performance improvements were made so that calculations run against Aggregate Storage Cubes now finish as expected.

25877036

In a form with a custom attribute assigned to members on the row, attributes that are set to not display on the form now correctly do not display.

25786671

After changing the alias table, if an Excel formula references a member name that does not appear in the new alias table, then a user-friendly message is now displayed.

25766054

In Workforce, a departed employee’s FTE is now correctly reflected in the Quarterly and YearTotal summary in the Analysis FTE and Headcount form as the last period’s value.

25716465

When the Time Zone is set to Japanese (JT), weekly-recurring jobs that are scheduled in the Job Console to run on a different date/time than the server date/time are now correctly launched.

25691601

You no longer receive an exception when you apply amount mapping to every row from ASO to BSO applications.

25568788

After using Migration to import an application in which Predictive Planning options are set in System Settings, you no longer receive the following error:
The historical data source for predictions has not been configured, please contact your administrator.

25408121

You are now able to copy members from one cell to another in Financial Reporting Web Studio.

25124701

When the Time Zone is set to Japanese (JT), the Job Console now correctly displays job information in the Japanese time zone instead of the UTC time zone (Coordinated Universal Time).

21486298/ 21501674

Aggregate storage cubes are no longer listed in the Smart View Panel when either one dimension or no dimensions are enabled in the cube

Oracle Planning and Budgeting Cloud, August Update

Announcements and New Features

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New Chart Type: Status Meter Gauge

Dashboard designers can now select a new chart type called Status Meter Gauge, which shows where form values fall on a range that you set. Seeing where values fall on a red, yellow, and green bar can help you quickly assess how acceptable current values are. For example, you could use a gauge to display the current sales, where the thresholds are set to represent the sales targets.

You set the maximum values and labels for each range on the meter, and the meter displays where the values fall in the red, yellow, and green ranges. You can set the meter as horizontal or vertical.

If the form has multiple values, you can display multiple gauges, up to a maximum of 36 (the values in the first 6 rows and the first 6 columns in the form). The remaining values in the form are ignored. If you want the gauge chart to display only one value, then associate it with a form that has only one cell value.

To learn more about this chart type, see “Designing Dashboards” in Administering Planning for Oracle Planning and Budgeting Cloud.

Enhancements to Email Notification

Only one email notification (for the approved parent entity) is sent to the person promoting a planning unit and to the new owner of the planning unit. Separate email notifications aren’t sent for every child entity in the planning unit hierarchy.

Enhancements to the Log Messages in Calculation Manager

The following information has been added to the log messages in Calculation Manager:

Processing Oracle General Ledger Adjustment in Data Management

Data Management now has the option to include adjustment periods from an Oracle General Ledger source system in the Oracle Financials Cloud when loading balances to an EPM Cloud application.

Data Management Integration with the Financials Accounting Hub (FAH) and Financial Accounting Hub Reporting Cloud Service (FAHRCS)

Data Management supports the Financials Accounting Hub (FAH) and the Financial Accounting Hub Reporting Cloud Service (FAHRCS) as part of its integration with the Oracle General Ledger.

Enterprise Planning and Budgeting Cloud Only

Modifying Account Signage for Alternate Reporting Methods

In the Financials business process, for members in the Account dimension, administrators can now edit the Account Type and Variance Reporting options. Additionally, administrators can edit the Consolidation Operator for members in any dimension in the Financials cube (OEP_FS). This feature is useful if you want to report Revenue / Assets as positive data values and Expenses / Liabilities as negative values.

Data Import Templates Available from Projects Business Process

For the Projects business process, data import templates are now available for download from within the application. The templates are generated based on the features you’ve enabled and custom dimensions you’ve added. From the Configure page for Projects, from the Actions menu, select Download Data Load Templates.

Data Import Templates for Weekly Planning Available from Financials Business Process

For the Financials business process, data import templates for weekly planning are now available for download from within the application. From the Configure page for Financials, from the Actions menu, select Download Data Load Templates.

New Formula Methods in Strategic Modeling

New Freeform Formula methods are available in Strategic Modeling. The following methods are added to the existing list: @firsthist, and @isfirsthist.

@firsthist—This method returns a time period reference to the first historical period (the first period after the Beginning Balance period)

@isfirsthistTrue when the referenced time period is the first historical period (the first period after the Beginning Balance period)

These methods refer to the first historical period (the first period after the Beginning Balance period).

The new methods are handy when compared to the following methods @firstpd and @isfirstpd, which used to reference the first historical period in the model, which accepts data for all account types, but now reference the Beginning Balance period for the model, where only Balance-type accounts accept data.

For more information, see Working with Strategic Modeling in Smart View.

Ability to Create a Strategic Modeling Model from a Local .alc File

In Strategic Modeling on the web, you can now create a model from a local .alc file if it has been converted in Smart View for use on the Cloud.

Changes Made with Audit Trail are Indicated in the Grid

In Strategic Modeling on the web, when an input value is changed using the Audit Trail, the changed cell is indicated in the grid with a yellow background until the model is calculated.

Smart View

New Smart View for Office Version

Smart View for Office 11.1.2.5.710 will be available by mid-August. This version fixes a number of defects. The Smart View 11.1.2.5.710 Readme, available on the Help Center at the time of release, contains a complete list of the defects addressed in this version.

You must install this version to ensure compatibility with the August 2017 update features and to access the new functionalities. See Installing Clients in “Using Oracle Planning and Budgeting Cloudfor instructions.

Defects Fixed

Defect
Number

Description

24911371

Forms containing replacement dimension data can be opened in Smart View as well as from web launch in Oracle Financial Consolidation and Close Cloud.

25102673

You can now use the Select Members window for the page axis after saving a Financial Reporting report into a folder name that includes Japanese.

25361071

When inserting data or formula rows in a report in Financial Reporting Web Studio, the existing formulas now update to show the correct rows. 

25665380

An error no longer occurs when drilling through to supplemental data on forms.

25728658

The Job Console now displays consistently.

25800527

Generation indentation now works correctly on form grids when Suppress Missing Blocks is enabled.

25887552

The bottom row of data in a form is no longer obscured by the horizontal scroll bar.

25895359

Forms now reliably show data in all rows.

25946424

Users can't launch a business rule from a task list if they’re assigned No Launch access to the business rule.

26087482

The task list report now correctly shows which tasks are dependent.

26091516

A ruleset that has Enable Parallel Execution selected and that is launched with EPM Automate no longer displays that it is “processing” when in fact it has executed successfully.

26092192

Spaces are no longer added after comma delimiters during data export.

26168435

If linked grids are inserted into a report, the report is not displayed in the Reports section in the Simplified User Interface. To work around this, insert a new single cell hidden grid in the report in order for the report to be displayed.  

26185022 

Smart Push associated with saving a form now consistently executes.

26195615

In the Standard Interface, launched business rules that exceed their maximum wait time now display a correct message that the business rule is running in background mode and that the user can check its status in the Job Console.

26196942  

The Working with Planning for Oracle Planning and Budgeting Cloud guide now clarifies that copying/pasting data to Excel and the Spreadsheet Export feature copy data that is visible in the cell, but does not copy Supporting Detail, cell comments, or row labels.

26198717

Chrome users can now consistently see data in a form, regardless of the Zoom setting. Expand and Collapse work as expected.

26199755

When a dashboard contains multiple objects, each object’s menus correctly and consistently display.

26269732

When exporting attachment references during a back up or migration, the export no longer fails.

26281369

When you select the Prompt for POV option for a report and then change the member in the POV by entering its name, the report’s contents now correctly reflect the changed member.

26290555

Data cells in forms now display consistently for Chrome users, regardless of their Zoom or Display setting.

26330405

You can now run a book with prompts in the Chrome browser.

26332257

On composite forms, the POV on the form’s header now matches the POV in the pencil icon (Edit Page POV) dialog box.

26352443

You can now edit prompts created in Financial Reporting Web Studio.

26355348, 26496980

Migration no longer fails when exporting valid intersection rules that contain attribute dimension members in the definition.

26374777

In Calculation Manager, the Formula Member Selector no longer displays Add Special for functions.

26397026

Valid for Cubes changes are now persisting after a migration.

26397092  

In the Financials business process of Enterprise Planning and Budgeting Cloud, the Year Over Year trends now calculate correctly even when data in the previous year is simply entered into Adjustment.

26423196, 26476354

When working with alias tables, Enterprise Planning and Budgeting Cloud correctly handles duplicate member names in the following areas:

When switching the alias table from None to Default, and attempting to submit data. Data can now be submitted successfully when the alias table is switched to Default.

In cases where children of root members have aliases, but the root member does not.

Oracle Planning and Budgeting Cloud, September Update

Announcements and New Features

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Integrated Business Process Navigation Flows

Service Administrators can set up connections that enable users to navigate across Oracle Enterprise Performance Management Cloud subscriptions to create unified business process flows across multiple subscriptions, which can belong to any combination of EPM subscriptions. The following subscriptions are supported within this feature:

Considerations:

Connection across multiple subscriptions when services are in different domains within the same data center will be supported in a future update.

For detailed information about integrated EPM Cloud subscriptions and navigating across subscriptions, see “Connecting Subscriptions in EPM Cloud” in Administering Planning for Oracle Planning and Budgeting Cloud.

Automatic Application Snapshot Uploads to Facilitate Troubleshooting

While submitting feedback, Service Administrators can consent to submit the last maintenance snapshot of the instance to Oracle to expeditiously troubleshoot the issue and test fixes.

Oracle uses the submitted application snapshot for testing purposes only; no changes will be made to the application or data. If you consent to submit the maintenance snapshot, Oracle automatically encrypts and copies the log files and maintenance snapshot to Oracle Support. For detailed instructions, seeHelping Oracle Collect Diagnostic Information Using the Provide Feedback Utility” in Using Oracle Planning and Budgeting Cloud.

Support for Single Sign-on Using Oracle Identity Cloud Services (IDCS)

You can configure single sign-on (SSO) access to Oracle Enterprise Performance Management Cloud using Oracle Identity Cloud Services (IDCS), which provides a comprehensive cloud-based identity management and security platform that supports a universal set of access controls, permissions, and password security constraints.

Configuring SSO requires you to configure a SAML 2.0 link between Oracle Identity Cloud Service and Oracle Enterprise Performance Management Cloud. See “Configuring Single Sign-On” in Using Oracle Planning and Budgeting Cloud for information on configuring SSO using IDCS.

Simplified Provisioning Report

This release includes a simplified Provisioning Report that provides a concise view of the roles assigned to each user. In addition to providing the number of provisioned users, the enhanced report presents information on each provisioned user in one row to provide a comprehensive view of all assigned roles.

For information on viewing the Provisioning Report, see “Generating Service-Level Provisioning Report” in Administering Access Control for Oracle Enterprise Performance Management Cloud.

Enhancements to the Activity Report

To help you understand the processes that may impact the service performance, Oracle has updated the Activity Report, which now contains information on the top 15 user interface requests that took the most time to execute.

New REST API, Copy Snapshot

You can now use a REST API to copy an application snapshot. See “Copy Application Snapshot” in Oracle Cloud REST API for Oracle Enterprise Performance Management Cloud.

Selecting Identity Domain at Sign In

The sign in process no longer requires you to select an identity domain while accessing the service. To simplify the sign in process, the name of your identity domain is now derived from the URL that you specify.

NOTE: This is an Oracle Cloud enhancement, which may already have been rolled out through Oracle Cloud data centers.

Enterprise Planning and Budgeting Cloud Only

Ability to Add Child Members for OFS_Pension Plan

For the Financials business process in Enterprise Planning and Budgeting Cloud, you can now add child members under OFS_Pension Plan, so that the associated Smart List in Workforce Planning shows more detailed accounts in the Benefits & Tax wizard.

Changes to Labels: Models and Consolidation Icons

In Strategic Modeling, the Models icon is renamed to Model View; the Consolidation icon is renamed to Consolidation View.

New Context Menu in Strategic Modeling

In Strategic Modeling on the web, you can right-click a cell to access a context menu that includes Account Forecast, Subaccounts, Goal Seek, Scenario Manager, and Audit Trail.

Ability to Add Sub Accounts in Bulk

In Strategic Modeling on the web, you can add subaccount members in bulk.

Ability to Change Default Unit and Currency

In Strategic Modeling on the web, you can change model properties including Default Unit, Default Currency, Input Decimal Places, and Output Decimal Places.

Upgrades to Strategic Modeling Reports

Reports in Strategic Modeling have improved performance and can be re-ordered and hidden.

Reports will be upgraded when you open a model for the first time, which may take some time. Check in the model after you open it to make sure that the upgraded reports are saved with the Model.

Defects Fixed

Defect
Number

Description

26643972

Dimensionalized accounts now calculate properly.

26614891

In Financial Reporting, the vertical scroll bar is now displayed correctly in the "Respond to Prompts" popups.

26583972

When importing a Financial Reporting report in Smart View as Fully-Formatted, the values for cells which have replacement text that contains both numeric and non-numeric characters are no longer stripped of the non-numeric characters.

26571651

In Strategic Modeling, subaccounts as a weighted average now total correctly, as appropriate for values such as interest rates.

26554054

In Strategic Modeling, the Models icon is renamed to Model View; the Consolidation icon is renamed to Consolidation View.

26552648

Rules tasks are now launching correctly.

26550754

Composite forms now properly load when you change the Page selection, and you no longer receive a Java error.

26540610

In Financial Reporting Web Studio, if you have a grid with more than 20 columns and you click Save after making a change, you are no longer returned to the far left of the report.

26531423

You can now delete children of the member OFS_Adjustment to Revenue.

26522684

Action menus now work consistently in simple forms that are included in a composite form.

26520503

After refreshing an aggregate storage (ASO) cube in Smart View, members display as expected.

26504227

When you add hiring requisitions for one fiscal year, the requisitions are carried over to subsequent fiscal years (until they are associated with an employee hire, their status is changed, or they are removed). Hiring requisitions added in future years don’t overwrite those added in previous years.

26477618

The Merit Adjustment value is now calculated in subsequent years as of the month it is set for in OWP_Merit Month.

26445428

Forms now display correctly if an attribute name contains “BR”.

26421993

In Financial Reporting Web Studio, when a default member for a prompt is left blank, you no longer receive an "unable to process request" error.

26417313

The @MDSHIFT Essbase calculation function now works correctly after Oracle Planning and Budgeting Cloud update.

26357870

The browser freezing intermittently when navigating task lists is resolved.

26324650

The scrolling behavior in the Announcements panel on the Home page now works correctly.

26309094

Shared members that are set to include their descendants with IDescendants now correctly include all members in rows and columns, even if the Suppress Missing Blocks option is enabled.

26184685

Within the same data center and domain, you can now connect to different services and navigate between different applications.

25963632

Export step executes even when no data has been imported.

25780133

When building reports in Financial Reporting Web Studio, custom text in column headers is now displayed correctly in the report output.

25554729

With Internet Explorer 11, you can now enter data into multiple cells and use Tab without intermittent issues, such as the window closing.

25464144

Intermittent display issues (for example, flickering) when navigating in forms are resolved.

25456997

Additional job types and job statuses are now available in the Job Console in Smart View to filter jobs.

25453658

Smart View now supports valid intersections in Oracle Planning and Budgeting Cloud forms.

25249659

Smart Push executes successfully when an empty form is populated through a business rule run on save.

Oracle Planning and Budgeting Cloud, October Update

Announcements and New Features

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

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 configurations 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:

New Simplified Audit

Service Administrators can now use the Simplified Audit feature to view data tasks performed by users. Once auditing is enabled for data tasks, you can filter tasks by date range (for example, Yesterday, Last 60 Days, or Custom, where you specify the start and end dates) and user name. You can also export all of the records that match the filter criteria to a Microsoft Excel file.

To access the Simplified Audit feature, from the Home page, click Application, and then click Audit. To enable data tasks for auditing, click Enable Auditing. To export records to a Microsoft Excel file, click Export. For more information about Simplified Audit feature, see “Auditing Tasks and Data” in Administering Planning for Oracle Planning and Budgeting Cloud.

NOTE: The Simplified Audit interface is evolving and is subject to change. Oracle may change the interface and add, delete, or change audit types in future Planning and Budgeting Cloud updates.

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 Working with Oracle Smart View for Office.

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 Planning for Oracle Planning and Budgeting Cloud.

Valid Intersections in Dashboard POVs

The POVs in dashboards now honor valid intersections by hiding invalid Page members. See "Dashboard POVs and Valid Intersections" in Administering Planning for Oracle Planning and Budgeting Cloud.

Ability to Set all Dimensions for a Point of View at One Time

In Financial Reporting Web Studio, you can now set all the dimensions for a point of view at one time without having to open and close multiple windows.

For detailed information, see “Changing the User Point of View" in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Control Line Width in Dashboard Charts

In the dashboard designer, a new Line Weight counter lets you set how thin or thick lines display in Line and Combination chart types:

You can change the default 5 pixel line width to 1 through 12 pixels.

Custom Colors in Dashboards

Your company may use a standard set of colors in charts to denote different types of data. For example, dark blue might represent actual data versus light blue for budget data. When you customize dashboard colors, you select colors in the order of rows on the form. Series 1 represents the first row of data, and so on. You can assign each row in the form a color that represents its data in the chart.

You can customize dashboard colors in Bar, Line, Area, Bubble, Column, Combination, Doughnut, Pie, Radar, and Scatter chart types.

To select a shade of color not initially displayed, click Custom Color….

Enterprise Planning and Budgeting Cloud Only

Enhanced Associate Employee Business Rule

When you associate an existing employee with a hiring requisition, the Associate Employee business rule now includes the employee’s compensation expenses in the totals and reduces the compensation for the hiring requisition based on the headcount and FTE of the existing employee. You no longer need to run the Calculate Compensation business rule to calculate the compensation expenses for the hiring requisition and for the existing employee after associating an employee with a hiring requisition.

Data Import Templates Available From Workforce and Capital Business Processes

For the Workforce and Capital business processes in Enterprise Planning and Budgeting Cloud, data import templates are now available for download from within the application. The templates are generated based on the features you’ve enabled. From the Configure page for Workforce or Capital, from the Actions menu, select Download Data Load Templates.

New Custom Dimension in Projects

In the Projects business process in Enterprise Planning and Budgeting Cloud, you can now add an additional custom dimension. This feature is available for new applications. You must add new dimensions when you first enable Projects. When you add a custom dimension, calculations, forms, and other artifacts include the additional dimension.

New Validate Tab to Identify Incorrect Smart List Values

In the Workforce business process of Enterprise Planning and Budgeting Cloud, a new Validate tab helps you find incorrect Smart List values (for example, there’s numeric instead of text data). Incorrect Smart List values cause an error when you run predefined business rules. For information on using Validate, see “Resolving Errors in Smart List Values” in Working with Planning for Oracle Enterprise Planning and Budgeting Cloud.

Groovy Rules Support for Planning ASO Cubes

You can now create business rules written in the Groovy scripting language for Planning aggregate storage cubes.

For detailed information, see "Creating a Groovy Business Rule" in Designing with Calculation Manager.

Defects Fixed

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

Defect
Number

Description

26849355

In the Financials business process, you can now configure Expense or Revenue accounts if the parent member of the account was inadvertently deleted.

26838421

Smart Push no longer fails to move data if the Column dimension is sparse.

26813013

You can now enable and disable auditing of data tasks. Once enabled, you can view data audit details and export data audit records to a Microsoft Excel spreadsheet.

26802092

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

26792192

You can now filter jobs if the browser's language is set to Japanese.

26791152

Dynamic Time Series reports are now working correctly again.

26784648

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

26718035

Dashboards in the Oracle Cloud My Services portal now correctly display the size of the service instance data in the database.

26716054

If you create a Currency Conversions rule in a simplified multi-currency application, you can now delete the rule if desired.

26681809

In the Capital business process, intangible assets now calculate correctly for the current calendar year.

26669939

In the Benefits and Taxes configuration option in the Workforce business process, the Version drop-down list is now selectable in the Filter dialog box, even if Enable for Process Management isnt enabled for Versions.

26637464

You can now move data from Planning cubes to Strategic Modeling models containing custom dimensions using Groovy rules.

26625041

Form POVs now display correctly for Japanese language users using Chrome.

26591275

When you enable the Capital business process, you can now rename the Account dimension without getting a duplicate alias error message.

26563320

When running Smart View in French, some text strings that originate with Planning and Budgeting Cloud are now correctly displayed in French. For example, in the Manage Approvals Change Status dialog, the available actions in the Select Action drop-down list now display in French when the Smart View display language is set to French.

26546351

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

26520777

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

26517101

When an employee’s status is changed from Active to Maternity, the Maternity status is now correctly carried forward to subsequent years for the specified duration.

26393289

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

26331694

Dense dimensions will no longer switch to sparse if you upgrade to the latest release of Firefox.

26288642

When running a ruleset job, the Job Console now shows a status of "Processing" until the entire ruleset is complete.

25559995

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

25218204

When editing the Currency dimension in Smart View using the Planning Admin Extension, only the default members are now displayed on the sheet. You may add more members using the Member Selection dialog, accessed from the Planning Ad Hoc ribbon. In the Member Selection dialog, from the dimension drop-down list, select Member Properties to add more members to the sheet.

For the Currency dimension, the default members are: Parent Member, Default Data Storage, Data Type, Symbol, Predefined Symbol, Scale, Precision, Triangulation Currency, Reporting Currency, Thousands Separator, Decimal Separator, Negative Sign, Negative Color, Default Alias Table, and Default Formula.

Oracle Planning and Budgeting Cloud, November Update

Announcements and New Features

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Changes to CSV Version of the Provisioning Report

This monthly update reverts the changes made to the CSV version of the Provisioning Report in the September monthly update (17.09) so that it now lists the application roles that are mapped to the predefined identity domain roles assigned to users. It also lists the groups to which users are assigned, even if the group is not assigned to any role. For example, if the user is assigned the Service Administrator role, the CSV version of the report lists one row for each application role mapped to the Service Administrator role.

For information on creating the CSV version of the Provisioning Report, see “Generating Service-Level Provisioning Report” in Administering Access Control for Oracle Enterprise Performance Management Cloud.

Registering Duplicate Target Application Names in Data Management

Data Management supports registering target applications with the same name. This may be the case where a customer has multiple service environments and the application name is the same in each environment, or the application names are identical in development and production environments. This feature enables you to add a prefix to the application name when registering the application so that it can be registered successfully in Data Management and be identified correctly in the list of target applications.

Target applications with prefixes are not backward compatible, and cannot be migrated to a 17.10 or earlier release. Only a target application without a prefix name can be migrated to an earlier release.

For detailed information, see "Reusing Target Application Names Multiple Times" in Administering Data Management for Oracle Enterprise Performance Management Cloud.

Enterprise Planning and Budgeting Cloud Only

Currency Conversion for Weekly Plans

If you're planning at the weekly level in the Financials business process, when you enter monthly level exchange rates in the Global Assumptions configuration task and save the form, the monthly exchange rates are copied to the weekly level. The copy is based on how you mapped weeks to months (4-4-5,  4-5-4, or  5-4-4). This functionality applies to the Financials cube (OEP_FS) only.

For detailed information, see "Enabling Weekly Planning" in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.

Detailed Configuration for Weekly Planning

In the Financials business process, if you enable weekly planning, by default all entity and account combinations are set up for weekly planning. You can now specify that some entity/account combinations use monthly planning. This is useful when most entities use weekly planning, but certain entities use monthly planning; or when an entity plans at the monthly level except for certain accounts. Forms are updated to show the correct granularity for entities and accounts. After enabling weekly planning, to set up a custom planning granularity for entities and accounts, from the Home page, click Application, and then click Configure. Select Financials from the Configuration list, and then click Weekly Configurations.

For detailed information, see "Weekly Configurations" in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.

Strategic Modeling Supports Creating and Editing Dataviews

You can now create and edit Dataviews in Strategic Modeling on the Web. In the Account View, from Actions menu, click Dataviews.

For detailed information, see "Working with Dataviews" in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.

Groovy Rules Support Data Maps and Smart Push

For applications of type “Enterprise” (available with Enterprise PBCS or PBCS Plus One licenses), you can now write a groovy rule that moves the input and calculated data from source cube to target cube by either executing a Data Map (for administrators) or Smart Push (for users who have launch access to the rule). See “DataMap” and “SmartPush” in the Java API Reference for Oracle Enterprise Performance Management Cloud Groovy Rules.

Defects Fixed

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

Defect
Number

Description

26999627

Currency conversion now works in Enterprise Planning and Budgeting Cloud forms that have formula columns.

26993313

In the Financials business process of Enterprise Planning and Budgeting Cloud, you can now add children members to OFS_Cash in Bank.

26968870

Errors when running business rules after taking the latest patch are now fixed.

26965567

Business rules that reference Smart Lists now correctly validate, launch, and give the expected results in Planning.

26965519

Business rules for the ASO model now correctly validate if the rule contains a member range in the format of Jan:Jun.

26897073

In browsers configured for the Japanese language, the labels used in Provide Feedback Utility screens now appear correctly as designed.

Note: The messages on the Confirmation Application Submission section of the screen appear in English. This will be fixed in a later update.

26863693

The Expand All function in Financial Reports with page dimensions now works correctly. The Expand All function in Financial Reports with page dimensions now works correctly.

26850877

The issue where some batch jobs with a "running" status could not be stopped or deleted has been fixed.

26840992/ 26676546

The Valid For Plan Type property is now correctly migrated for all Period dimension members.

26721676

Percentage values now display with the correct precision setting in Planning forms, even for very large numbers.

26697191

Data load schedules are no longer deleted when monthly patches are applied.

26279095

Because the Fiscal Year settings are set during application creation and cannot be changed after the application is created, the Calendar menu option is no longer necessary. This option has been removed from the Simplified dimension editor and the documentation has been updated to reflect this change.

26424075

You no longer receive an error when selecting four or more members during report creation.

26570462

Financial Reporting Studio now requires you to specify an application and database in order to establish the initial database connection. This eliminates the persistent issue of the server's error log message.

26544159

The dates for scheduled task lists are now displaying correctly.

25171331

With the Planning Admin Extension, when importing the HSP_View dimension onto a worksheet, Smart View now correctly displays only the default properties.


Oracle Planning and Budgeting Cloud, December Update

Announcements and New Features

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Standard Interface (Planning and Budgeting Cloud Workspace Interface) Support Removed

As notified through earlier Cloud Readiness documents, starting with this update, the Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, is no longer supported. Issues reported for the Standard Interface will no longer be addressed. This change affects only Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, 2016. All these customers are expected to have a transition plan for their users to use the Simplified Interface.

Tree View Set as the Default for Reports and Task Lists

To more easily navigate a multilevel folder structure, the Tree View (versus the Flat view) is now the default in reports and task lists.

Loading Metadata in Data Management

Data Management now supports the loading of metadata from a flat file. This feature allows customers to build a metadata load file in any format, from any source, and load the metadata to an EPM Cloud environment. Using this approach, users can set property defaults during the load or mapping process. In this monthly update, only regular, custom, and Smart List dimensions are supported for metadata loads, and the feature is supported for the following services only:

For detailed information, see "Integrating Metadata" in Administering Data Management for Oracle Enterprise Performance Management Cloud.

New Custom Functions in Calculation Manager

Five new custom functions have been added to Calculation Manager. Each of these functions correspond to an existing function in that the existing functions return only positive numbers, and the new functions can return either a positive number or a negative number, depending on the calculated result. The new functions (and the existing function to which they correspond) are:

Existing Function

New Function

@CalcMgrDateDiff

@CalcMgrDiffDate

@CalcMgrYearsBetween

@CalcMgrYearsDiff

@CalcMgrMonthsBetween

@CalcMgrMonthsDiff

@CalcMgrDaysBetween

@CalcMgrDaysDiff

@CalcMgrWeeksBetween

@CalcMgrWeeksDiff

See "Date/Time Functions" in Designing With Calculation Manager for Oracle Enterprise Performance Management Cloud for a detailed description of each of these functions.

New Design-Time Prompt Function in Calculation Manager

A new @Length design-time prompt is now available in Calculation Manager. @Length returns the length of the text.

For detailed information, see "@Length" in "About Design-Time Prompt Functions" in Designing With Calculation Manager for Oracle Enterprise Performance Management Cloud.

New Oracle Smart View for Office Version

Oracle Smart View for Office 11.1.2.5.720 will be available by early December. This version includes new features such as:

This release also fixes a number of defects.

The Smart View 11.1.2.5.720 Readme, available on the Help Center at the time of release, contains a complete list of features and defects addressed in this version. You must install this version to ensure compatibility with the December 2017 update features and to access the new functionalities. See "Downloading and Installing Clients" in Getting Started with Oracle Enterprise Performance Management Cloud for Users for instructions.

New EPM Getting Started Guides

Starting with this update, Service Administrator and end user “getting started” information for all EPM Cloud Services is available from these new guides:

Getting Started with Oracle Enterprise Performance Management Cloud for Administrators contains information on the tasks that Service Administrators can perform with EPM Cloud Services. This guide, which provides common administrative information for all EPM Cloud services, is now your primary source for tasks related to EPM Cloud administration, including managing users and roles, setting up single sign-on, and backing up and restoring environments. This guide replaces these guides:

Getting Started with Oracle Enterprise Performance Management Cloud for Users introduces end users to Oracle EPM Cloud and provides information that enables them to quickly become proficient. This guide replaces these guides:

Links in the Cloud Help Center and Oracle Learning Library have been modified to direct users to these guides. Please change your personal bookmarks and shortcuts so that they point to these new guides.

Enterprise Planning and Budgeting Cloud Only

Create and Edit Account Groups in Strategic Modeling

You can now create and edit Account Groups in Strategic Modeling on the Web. In the Account View, from the Actions menu, click Account Groups.

For detailed information, see "Working with Account Groups" in Working with Planning for Oracle Enterprise Planning and Budgeting Cloud.

Refresh Project Dates for Projects Business Process

A new Refresh Project Dates menu option is now available on the Project Details form to refresh project dates in the Projects business process of Enterprise Planning and Budgeting Cloud. Refresh project dates to enable input cells of Direct Expense/Revenue forms when:

Defects Fixed

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

Defect
Number

Description

27166420

Backups performed since applying the last update are no longer taking hours to complete.

27131061

The Planning and Forecast Preparation configuration task now correctly sets the end month.

27089704

You no longer receive an error when loading some models in the Strategic Modeling Smart View extension.

27084538

Enterprise Planning and Budgeting Cloud business processes now successfully upgrade their content.

27072449

When you change or move the deal period from one time period to another, you no longer receive an error when the Period ID does not match the Period Label.

27064039

In Calculation Manager, changes to the Amount Units Rates template are now saved and the script is correctly displayed in the rule.

27024619/ 26993444

When you create a new model from an existing model, the new model now correctly retains the updated currency and units you specified during model creation, rather than using the currency and units from the existing model.

27045036

The HTML preview of a Financial Reporting report with multiple grids now displays correctly.

27039861

When performing a "Delete Application" from the Smart View Panel, Data Management artifacts are now properly deleted, just as in the web interface.

27009032

The data load rule is now correctly executed even if UTF8 formatted mapping file contains Byte Order Marks (BOM) characters.

27049959

In the Capital business process of Enterprise Planning and Budgeting Cloud, amortization is now correctly calculated when you transfer an intangible asset from one entity to another.

26998018

In the Task List Report, the number of tasks by user and the total number of tasks are now correct.

26995802

In Financial Reporting Web Studio, selecting an account using the member selection now works correctly.

26991539

When adding artifacts to a card in the Navigation Flow interface, artifact names are no longer truncated in the first column of the listing.

26989186

Errors when running business rules after taking the latest patch are now fixed.

26988727

In the Capital business process of Enterprise Planning and Budgeting Cloud, cash flow and fund flow are now calculating correctly for assets with a purchase date of December.

26981647/ 26975070

Smart Push now runs successfully if the same member appears twice.

26980840

The Job Console now displays the correct label for the day the job was completed; for example, Yesterday.

26978967

After changing project dates, valid periods now show up in the direct expense entry and direct revenue entry forms when you run the Refresh Project Dates rule.

26976566

The annotations for approvals are no longer showing HTML code in the line feed.

26975317

When you export multiple reports from Financial Reporting Web Studio into Excel, and then view the reports in HTML, an error no longer occurs and the reports display correctly.

26956760

For the Financials business process in Enterprise Planning and Budgeting Cloud, importing an application snapshot no longer fails when Asset Detail is defined as a custom dimension.

26942741

Tasks assigned to groups are now visible in the Task List Report.

26942717

After a service update, the Vendor dimension is no longer incorrectly enabled for a cube when that dimension was created and enabled for Financials, renamed, and the renamed dimension was used in Projects, Workforce, and Capital.

26940771

In forms containing a large number of attribute dimensions, a scroll bar is now available inside Attribute Dimension to enable you to drag and drop dimensions into rows or columns.

26929766

When you click Save on a form, the busy icon indicator now displays correctly.

26827049

In the Projects business process in Oracle Enterprise Planning and Budgeting Cloud, calculations are now correct when the fiscal year is not the calendar year.

26812667

When the same period is used for YTD and QTD in dynamic time series members in the same Smart View query, data is now retrieved if the Suppress Rows option, No data/Missing, is enabled.

26780292

In Enterprise Planning and Budgeting Cloud, importing an application snapshot now succeeds when a provided member is referenced in a custom member formula for the Period dimension

26759004

You can now add labels to charts in Financial Reporting Web Studio.

26719130

The problem with security when running a report from the Explore Repository in Financial Reporting Web Studio has been fixed. (Previously, if you had "Apply Application Security to FR POV and Prompt" set to "true", you were still able to see the entire hierarchy.)

26478186

Custom fonts uploaded using Financial Reporting Web Studio are now stored correctly.

25985928

Dynamic ranges on graphs now work the same in both Financial Reporting Web Studio and Financial Reporting Studio desktop client. (Previously, reports set to vary the y-axis range based on the data set resulted in graphs with too wide or too narrow of a data range.)

26179898

In the Workforce Planning business process, when the Plan Start is the Current Fiscal Year, the Process Loaded Data rule now copies the new rate from CurMnth to all future periods in Yearrange. (Previously, Process Loaded Data copied the new rate only to CurMnth, leaving future period rates at their previous load values.) Set the values of the substitution variables &CurYr and &CurMnth to the year and month where new rate is being loaded before running the rule.

---

A special Oracle logo highlighting Oracle's commitment to developing practices and products that protect the environment. copyrightlogo

2017