Oracle Planning and Budgeting Cloud 2016 What's New

Oracle Planning and Budgeting Cloud, January Update

Announcements and New Features

User Satisfaction Survey

This release introduces a survey that allows you to rate how well Oracle is doing in meeting your expectations with the service. On signing out of a session, the service displays a satisfaction survey to randomly selected users who can then rate their satisfaction level on a 1-10 scale and provide comments related to their most recent session. Information collected from the survey will help Oracle explore avenues to improve customer interactions with the service.

New Date Format Selector for Planning Data Import Jobs

In the Simplified Interface, data import jobs now expose additional functionality that allows you to specify date format to import values that are not in MM-DD-YYYY format.

Business Intelligence Cloud Service Integration Sample Starter Kit

A new sample integration starter kit to help consultants integrate the Oracle Planning and Budgeting Cloud Service with Oracle Business Intelligence Cloud Service is available starting this release. See REST API for Oracle Planning and Budgeting Cloud for details.

File Transfer Utility

The File Transfer Utility (EPMCopy.exe) is no longer available. See Oracle Planning and Budgeting Cloud 15.12 Release – Removal of Features (Doc ID 2075317.1) on My Oracle Support for more information.

Defects Fixed

Defect Number	Description
22346596/ 22335058/ 22330930	You can now move a form from a folder to another from the Form and Ad Hoc Grid Management page.
22324073	While creating Valid intersections rules, the application now maintains the anchor dimension.
22073105	The zones listed in the Time Zone drop-down list are now alphabetically sorted.

Oracle Planning and Budgeting Cloud, February Update

Announcements and New Features

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this release. This version has been enhanced to automatically detect the internet proxy settings of your computer even if your computer is configured to automatically detect proxy settings or use an automatic configuration script such as a Web Proxy Auto-Discovery Protocol file (wpad.dat) or Proxy Auto-Configuration file (.PAC).

Install this release to use the automatic proxy detection feature. You must install this release between now and April 1, 2016 to ensure compatibility. See Installing the Utility for instructions

Task List Instructions in the Simplified Interface

The Simplified Interface of Planning now offers the ability to view form instructions along with the form. You do not have to close the form to access task instructions.

New Financial Reporting Web Studio

The March update of the service will include the new Financial Reporting Web Studio. The Financial Reporting Web Studio is a web-based report authoring solution that has a similar look and feel as the current Windows-based Financial Reporting Studio. Additionally, it incorporates some usability improvements and report design paradigms. This release includes about 85% of the functionality currently available in the Windows Financial Reporting Studio.

See Designing with Financial Reporting Studio for Oracle Planning and Budgeting Cloud for detailed information.

Upgraded Financial Report Rendering Engine

Starting with the March update of the service, Financial Reporting will use an upgraded charting engine to improve report visualization. Because of the inherent differences between the old and new rendering engines, this upgrade will have some impact on the rendered chart output and behavior. While Oracle has focused on maintaining the existing charting functionality, chart outputs from the upgraded engine may differ from those created using the old engine.

See Oracle Hyperion Financial Reporting Charting for detailed information.

Defects Fixed

Defect Number	Description
22528659	Calculation Manager now records the updated information when you edit and then save business rules.
20882303	Formula rows in Planning web and in Smart View now display identical descriptions when dimension alias is selected in the Form Layout.

Oracle Planning and Budgeting Cloud, March Update

Announcements and New Features

Upgraded Financial Report Chart Rendering Engine

Starting with this release, Financial Reporting uses an upgraded charting engine to improve report visualization. Because of the inherent differences between the old and new rendering engines, this upgrade has some impact on the rendered chart output and behavior. While Oracle has focused on maintaining the existing charting functionality, chart outputs from the upgraded engine may differ from those created using the old engine. See Oracle Hyperion Financial Reporting Charting for detailed information.

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this release. This version provides bug fixes and enhanced access to command reference. You must install this release between now and May 6, 2016 to ensure compatibility. See Installing Clients for instructions.

New Sort Filters for Planning Process Management Approvals

Starting this release, new sort filters are available in the Approval Status, Sub-status, Current Owner, Location, and Total Value columns of the Process Status screen. The new filter in the Total Value column provides a search box that you can use to search and list multiple values for approval/promotion.

New Planning Job Type to Clear Database

Starting this release, you can create a Planning job—Clear Database—that clears data from a database. While creating a Clear Database job, you select a plan type and a desired action, which are then scheduled like other Planning jobs.

New Financial Reporting Web Studio

This release includes Financial Reporting Web Studio, a web-based report authoring solution. Similar in look and feel to the Windows-based Financial Reporting Studio, the Financial Reporting Web Studio incorporates usability improvements and report design paradigms. This release includes most of the functionality currently available in the Windows Financial Reporting Studio.

The existing Windows Financial Reporting Studio will still be available. Because the report definitions remain the same, you can edit existing reports using the Windows or web version of the Financial Reporting Studio. See Designing with Financial Reporting Studio for Oracle Planning and Budgeting Cloud for detailed information.

Financial Reporting Web Studio Limitations and Workarounds

Only Service Administrators can save new report designs using this release of the Financial Reporting Web Studio.
HTML Preview from the Windows Studio Designer does not work in this release. Use the Web Studio Designer, Simplified Interface, or Workspace to preview reports instead.
Reports with bar charts support solid bar border style only. All other bar border styles are ignored.
Point values may not be displayed in the HTML preview of a chart that contains a large image. To display the point value, resize the image, the bar width, or decrease font sizes.
Previously selected data range may not appear as selected in the Chart Properties screen.
In Financial Reporting charts, bar shape options such as Triangle bar, Diamond Bar, and Cylinder Bar that were available in the previous release as combo chart format options are not supported. Bar is the only bar shape option available in this release.
In reports containing combo charts, clicking the Refresh button may cause the Primary and secondary axis labels to be hidden even if you selected the settings to display these labels in the report.
Grid depth and smooth font options are not available in Financial Reporting charts in this release.
Reports with pie charts support solid bar border style only. All other bar border styles are ignored.
Proper min, max, and step tic values on the yaxis and y2axis do not always display correctly. The min label is not always present. Also, the step by value doesn't always increment from the min value (or decrements from the max value).
Financial Reporting Web Studio does not display hidden system level folders such as Administration, Broadcast Messages, Crystal Ball Workbooks and System. Additionally, folders that users mark as hidden (new and existing folders marked as hidden by changing their properties) are not displayed after the next refresh operation.
To display hidden folders in Financial Reporting Web Studio, open the Properties screen for the folders, then deselect (uncheck) the hidden check box, and then perform a refresh operation.

Defects Fixed

Defect Number	Description
22706538	On signing out of a Simplified Interface session, you are now redirected to the sign in screen of the Simplified Interface.
22679909/ 22385030	The importmetadata EPM Automate command now works as documented.
22535579	In Smart View, you no longer receive the threshold error when zooming in on the bottom level after enabling the Suppress Missing Rows option on a suppressed grid that does not exceed threshold limit.
22620527	Properties added by selecting Apply Context from the master form are now available even after opening the attachment in PDF format.
22512967	You no longer receive the Requested JSON parse failed error while opening some Planning forms in the Simplified Interface.
22498572	You can now use a color of your choice in Financial Reporting to format cells with no data. Cells with no data do not inherit the color designated for displaying negative values.
22393146	In localized versions of the service, Financial Reporting renders HTML reports correctly even if the report POV contains member names with special characters.
22240080/ 21150015	Performance improvements have been made to in Financial reporting Studio to speed up the loading of the Member dialog box.
22010998	Financial Reporting reports are now accessible from the Simplified Interface of the service.
21614806	Financial Reporting batch output exported as single web page (MHTML) no longer repeats member selections in all the reports in the book.
20882303	Formula rows in Planning web and in Smart View now display identical descriptions when dimension alias are selected in the Form Layout.
19629978	Smart View now displays shared members in the Member Selector.

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 release. In addition to support for .NET 4.5 and chunked downloading of large files from the service to improve performance, this version introduces the following new commands:

copysnapshotfrominstance, which migrates (clones) an instance by copying a snapshot from another instance; for example from a test instance to a production instance.
provisionreport, which generates a provisioning report containing information on the roles assigned to users and inheritance information that shows the sequence of inheritance starting with the original role that was responsible for granting the provisioned role to the user.
userauditreport, which generates an audit report that contains information on the users who signed into a service instance over a specified period of time. This report shows the IP address of the computer from which the user logged in and the date and time at which the user accessed the service instance.
setsubstvars, which creates or updates one or more substitution variables at the Planning application or plan type level.

See Command Reference in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for detailed information on using these commands.

Install the new version now to use these commands. The new version, however, must be installed before July 1, 2016 to ensure compatibility. See Installing Clients for instructions.

Planning Jobs Background Processing: Behavior Change

In previous versions of Planning and Budgeting Cloud, asynchronous business rules, by default, were set to switch to background processing after three minutes so that jobs executed in the background.

Starting with this release, Business Rule jobs switch to background processing after 30 seconds. Users can monitor job status and the progress of rule execution from the Job Console.

Data Management New Features

This release of Data Management includes these new features:

System Maintenance Tasks
Hybrid Integration Support

System Maintenance Tasks

System maintenance tasks allow Service Administrators to maintain application folders, and maintain data tables and process tables. This feature is available from the System Maintenance Menu (under Other on the Workflow tab) of Data Management.

Hybrid Integration Support

Starting with this release, you can use the on-premises FDMEE Release 11.1.2.4.200 to load data to and from the service without the need to set up Data Management content in Oracle Planning and Budgeting Cloud. You can load data to the service from any on-premises source that FDMEE supports and then extract data from the service back to the on-premises sources directly, including drill-through and writeback.

Defects Fixed

Defect Number	Description
22918239	The Same As member selection function of Financial Reporting Studio now returns all columns.
22869588	You no longer receive the Deletion of Member "xxx" Failed (member might be referenced elsewhere in application) error when you attempt to delete Accounts dimension members from an application.
22751126	Notification emails are now correctly delivered to the intended users.
22649800	While in the tree view of Manage Approvals, you can now use the Search feature to locate Planning Units that are not visible in the display area of the current window.
22649651	Financial reports now correctly format base level members even if multiple departments are selected in the page view.
22591148	When setting up members for User Point of View in Financial Reporting, you no longer receive Error-404 when attempting to select dimension members from the aggregate database.
22480174	When loading data for multiple periods, if some periods do not have data the data load process now correctly displays Warning as status.

Financial Reporting Studio Limitations and Workaround

Annotation search does not work.
You receive the ReportStoreObject is null error on clicking OK after viewing or updating Grid Point of View Setup in Financial Reporting Web Studio.
To avoid this error, open view or update Grid Point of View Setup in Financial Reporting Studio desktop client.

Oracle Planning and Budgeting Cloud, July Update

Announcements and New Features

Here is a summary of the key enhancements being introduced in the Simplified Interface.

Dashboards

Dashboards are now much more powerful and easy to create.

Administrators design dashboards to provide an overview to key information that drives decisions. Then, using the dashboard, users can chart and even change key business data. For example, they can change a driver such as Volume in a form that's in a dashboard and immediately see its impact in other forms and charts:

In a dashboard you can include:

Up to six forms
Up to nine charts that dynamically depict data. Use chart types such as Area, Bar, Bubble, Column, Doughnut, Funnel, Gauge, Scatter, Radar, and so on.
A new chart type called a Tile displays a specific value from the cube, for example, the June Sales target for a particular product.
A new chart type called Gauge works much like a gas gauge: it shows whether a data value falls within an acceptable range or not.
A dynamic link to an external web site.
Explanations of data called Commentary.

Dashboards and composite forms now support global POV bars, so that the local POVs that are common are combined in the global POV bar to avoid repeating them in each object. User variables are supported in both local and global POVs.

You have a great deal of flexibility in designing the dashboard. For example:

You can choose to display objects vertically or horizontally.
Each object can be a different size.
You can set an object’s size as Fixed or Flexible.
The design can be asymmetric.

To create a dashboard:

Click or tap on the Home page, and then Create.
Name it.
From the design palette on the left, drag and drop objects onto the dashboard canvas.

As you design the dashboard, you can switch between using the design pallet and runtime mode, so you can see exactly what the dashboard user will see. You can also assign access to dashboards for users and groups.

When planners use a dashboard (referred to as runtime), they can change and save data, run rules, and so on. When they save data, it's saved in all the objects in a dashboard. They can set many aspects of the object, such as the type of chart displayed, the dashboard’s title, and so on. A hover toolbar in the upper right corner is available for each object type, providing such options as Actions, Save, Refresh, Settings, and Maximize.

For more inform on designing dashboards, see “Designing Dashboards” in Administering Planning for Oracle Planning and Budgeting Cloud. For information on using dashboards, see the chapter “Analyzing Data Using Dashboards” in Working with Planning for Oracle Planning and Budgeting Cloud.

Home Page Shortcuts

The home page displays system announcements, lists recent activity, and provides shortcuts to open tasks and user favorites. Now, users can add recently used items and save their frequently used actions as favorites.

Hierarchical Views

With this release, forms, task lists, and reports can be viewed in either list view or hierarchical view.

Right-Click Menus

Within forms and input grids, cell level action menus such as comments and document attachments can now be accessed using a right-click menu.

Navigation Flows

You can now create customizable navigation flows for groups of users. Within each navigation flow, you can create functional flows that can contain vertical and horizontal tabs with group specific dashboards, forms, tasks, reports, and approvals.

To work with navigation flows, in Settings, click or tap .

See “Designing Custom Navigation Flows” in Administering Planning for Oracle Planning and Budgeting Cloud.

Support for Attribute Dimensions

You can now use an attribute dimension as a dimension, as a filter in forms and reports, and within
ad hoc grids. Using attribute dimensions enables administrators and end users to perform tasks such as:

Filtering data using attribute members, such as by products with a certain color
Performing cross-dimensional rollups across attribute members
Reporting and analysis with attribute dimension members using Smart View, or financial reports
Using attribute dimensions in dynamic user variables

Attribute dimensions are optional and are listed separately on the Layout tab of the Form Designer. Drag the Attribute dimension to a Point of View or to a row or column to add it to the form grid.

You can also use Attribute dimension members in Smart View where they can be used to filter data, to zoom, and to pivot.

See “Attribute Dimensions” in Administering Planning for Oracle Planning and Budgeting Cloud.

Artifact Labels

Administrators can use artifact labels to customize artifact names and descriptions based on the user's browser locale. For example, if you create a form, you can have the form name displayed in the language of the user.

The Artifact Strings page displays an Excel-style spreadsheet grid that is filtered by artifact and property type. Click Add Language to display a new language-specific column in which you can enter text for each artifact property (Name, Description, and so on). You can also export the artifact strings to edit them, and then import them.

To work with artifact labels, in Settings, click or tap .

See “Customizing Artifact Strings by Language” in Administering Planning for Oracle Planning and Budgeting Cloud.

Simplified Currency

For new applications, administrators can optionally choose a simplified multicurrency option during application creation. Using simplified currency avoids the use of the Hsp_Rates dimension and adds a Currency dimension with exchange rates stored in the Account dimension.

The Currency dimension contains members for all your foreign currencies under Input Currencies and Reporting Currencies.

The Account dimension contains Exchange Rates that stores the ending and average rates used to convert foreign currencies into the base currency. These rates are in FX Rates-Average and FX Rates-Ending.

Exchange rate data is entered to an exchange rate form called Exchange Rates to Default Currency. Users with view permissions can view the rates for the currencies on this form.

See “About Simplified Multicurrency” in Administering Planning for Oracle Planning and Budgeting Cloud.

Smart List Dynamic Sync With Dimension Hierarchies

You can now create smart lists based on dimension hierarchies. This dynamically updates smart list values based on member updates. These smart lists are tied to member names using member alias representation by smart list ID. This can be stored in separate alias table name, for example, SLAliases. User security for the dimension is honored for the smart lists created from that dimension’s hierarchy.

Sync Scenario Time Range with Form Display

Form grid display can be tied to the start and end period for the respective scenarios on display. When the new grid level form property is checked, the time periods outside of the scenario time period range are suppressed.

Clear Cube

A new action menu in the Console allows customers to clear specific areas within both input and reporting cubes. For ASO reporting cubes, a partial clear allows the use of MDX expressions to identify areas of the cube to clear. Clear Cube jobs can be scheduled as jobs using the job scheduler.

Data Maps From Any Dense Dimension

When defining data maps, the designer can pick any of the dense dimensions with Smart List associated to be mapped against a dimension in the target cube.

Drill from Shared Members on a Form

Users can now drill on shared members to navigate to the children of the base member. For example, if the member Gross Profit has children, and Gross Profit is also a shared member in another hierarchy, the user can drill into Gross Profit(shared) when used in a form to see children of Gross Profit.

Limit User Variables By Member Functions

User Variables can now be bound to apply only for specific hierarchies within the dimension. The hierarchies can be selected using member selection in the user variable set up with Variables. Usage of user variables will then be restricted to be within the specified hierarchies. This is particularly useful when using dynamic user variables in data forms.

Specify Ranges within Substitution Variables

You can now specify range values when defining substitution variables, for example, FY16:FY18

Hide Save Confirmation Messages on Form Save

Form designers can now prevent the form save confirmation message from being displayed to users by specifying an option in form design.

Duplicate Aliases

The usability and readability of forms and ad hoc grids is increased with support for duplicate aliases for members from different dimensions and for members within dimensions.

The guidelines are:

Duplicate aliases are supported across dimensions and within dimensions.
Aliases can have the same name as a member.
When referencing an alias that resolves to multiple members in free-form mode, an error is returned noting that the alias cannot be resolved to a single member. You can do this either by using the Member Selector to select the correct alias name or by hand-typing the qualified name. Using the parent member name as a qualifier should be sufficient in most cases, given that only duplicate alias names are supported, not duplicate member names.

Note that ember names are still required to be unique so that they can be used in rules and form designs to avoid name collisions.

Invalid Intersections Reports

When using the valid intersections feature, users can input data only in specific areas of the application as defined in the valid intersections rules.

With Invalid Intersection Reports, administrators can review specific areas of the application where data exists that does not conform to the valid intersection rules and can be considered invalid. Data may reside in invalid intersections due to actions in business rules, data load, or data maps. Administrators can use this report to clear data from invalid intersections.

Import Metadata for Microsoft Word

In this release, Import Metadata functionality is extended to Microsoft Word.

The Import Metadata command gives you the ability to reuse Oracle Smart View for Office content in Word documents, content that has already been formatted and customized for Word. You can use the copy and paste commands in Word to retain the customized formatting of a Smart View object, such as a table or graph, and the use Import Metadata to bring the metadata into the copied object.

For example, suppose you have a Word document containing a highly-formatted table with Smart View data points, and you would like to reuse the table in a different Word document. Instead of recreating the table from scratch, you can reuse the work that is already available with the new Import Metadata command on the Smart View ribbon.

Using the Word copy and paste commands to copy the table from one Word document to another, only the data is copied; the metadata is not copied. After the copy and paste, use the Import Metadata command on the Smart View ribbon to import the metadata from the original document into the new document. You can copy and paste within the same Word document or to a different Word document.

See “Importing Metadata into Copied Word Documents” in the Oracle Smart View for Office User's Guide

Insert Attributes in Ad Hoc Grids

You can now quickly add attribute dimensions to an ad hoc grid at any time during the ad hoc session.

To launch the Insert Attributes dialog box, where you can select the attribute members to add to the POV, click Insert Attributes on the Planning Ad Hoc ribbon.

When the attribute dimensions are in the POV, you can pivot or drag them to the grid as required. Once on the grid, you can use the Remove Only command to remove any unwanted attribute dimension or members. If the grid already contains some, but not all, attribute dimensions in the database, you can click Insert Attributes to select any of the remaining attributes to the POV.

Note that you can still use Member Selection to add specific attribute dimensions as required.

See “Inserting Attribute Dimensions on the Sheet” in the Oracle Smart View for Office User's Guide.

Attribute and Time Period Dimensions in Planning Admin Extension

In the Planning Admin Extension, you can now work with attribute dimensions and the Time Period dimension. Just as with regular dimensions, you can use the Planning Admin Extension in the Smart View application to quickly import and edit attribute and time dimension application metadata.

See Administering Planning for Oracle Planning and Budgeting Cloud.

Service Instance Integrations

Data Management can now be used as a primary gateway to move data from one service instance to another. A service instance is a self-contained unit often containing the web server and the database application (Oracle Planning and Budgeting Cloud application).

To use this feature, you open the parent service instance, and then use the target application option to register a child service instance. In this case, you use the “Cloud” option as the target application type. Once the child service instance is registered, it can be used as a source or target application.

New All Data Types Data Load Method

Data Management added a new All Data Types Data Load method which enables you to load numbers, text, Smartlists, and date.

See “All Data Types Data Loads” in the Administering Data Management for Oracle Enterprise Performance Management Cloud for detailed information.

Redesigned Metadata Loop Component Within a Template

Metadata loop components enable you to assign a value to multiple members. Starting in this update, you can use either a function (Metadata) or a start and end value (Fixed). Previously, you could only use four functions in the metadata loop. In this release, you can use most member set functions.

To create a metadata loop component, drag its icon and drop it into the flow chart of a custom defined template.

See “Working With Metadata Loop Components” in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Create a Template Using A Script

When you create a template using a script, you can:

Deploy the script template to Planning.
Launch the template in Planning, where the steps will display allowing you to enter data at runtime.
Use run-time functions and design-time prompts.
See “Creating a Template Using a Script” in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

New and Revised System Templates

Revised System Templates include:

Amount Unit Rates
Allocations (This template replaces both Allocate Simple and Allocate Simple Exclude, and includes all of the functionality in both these templates.)
Copy Data

System Templates are now displayed under New Objects:

Step Validation Errors and Warnings

You can now add a warning or an error to a step using validation conditions. Errors prevent the next step. Warnings allow the next step after you click OK on the warning message. You can use a design-time prompt or function on the validation condition. This allows you to use functions on design-time prompts without having to create non-promptable design-time prompts.

Create a New Variable Wherever the Variable Selector is Available

You can now create a variable anywhere that the Variable Selector is available. For example, if you are in a script rule, click the Variable icon, and then click Create.

After you click Create, the Create Variable dialog box is displayed in the rule, and you can create the variable without having to leave the rule.

See “Working with Variables” in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Member Type Variable Includes Attribute Dimension Names(s)

In the Variable Designer, for member type variables using “dimension name,” the list of dimensions now contains Attribute dimension names.

In the following example, “PROD_Colors” and “Size” are Attribute dimension names:

See “Working with Variables” in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Condition Builder for Debugging

When you are debugging business rules, a Condition Builder is now available to help you build conditions.

To access the Condition Builder:

Add a breakpoint to a line, then right-click, and then select Add Condition.
In the Add Condition dialog box, click the Condition icon.

See “Analyzing and Debugging Business Rules” in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Log Messages Available After Log Off

You can now see the Log Message tab even if you are logged off of Calculation Manager. For example, assume that you launch a rule in Calculation Manager, the rules takes a long time to run, and Calculation Manager times out and closes. When you open the rule again, the Log Message tab will still be displayed until you close the rule.

Partial Clear of Database Properties

You can use the Member Selector dialog box to create MDX syntax and validation before running a partial clear.

To clear partial data using an MDX expression:

In Database Properties, expand an ASO application.
Right-click an ASO cube, then select Clear, and then Partial Data.
In the Clear Partial Data dialog box, click the Member Selector icon.
In the Member Selector dialog box, select a member or members , or use a function from each dimension, and then click OK.

The MDX expression is created. For example:

Crossjoin(Crossjoin(Crossjoin(Crossjoin(Crossjoin(Crossjoin(Crossjoin({[NI].Levels(0).Members},{except(DESCENDANTS([Q1]),{[Q1]})}),{[FY12],[FY13],[FY14]}),{[Plan]}),{[Working]}),{[100].Levels(0).Members}),{[P_TP].Levels(0).Members}),{[FY06]}

NOTE: The MDX expression is validated when you click OK to clear data. If you modify the MDX expression directly, it will validate before running.

New Design-Time Prompt Functions

The following new design-time prompt functions are available:

@AVAILDIMCOUNT - Returns the number of available dimensions.

@DEPENDENCY - “Inclusive” returns member(s) from Input 1 for which Input 2 has member(s) specified from the same dimensions. “Exclusive” returns members from Input 1 for which Input 2 has no specified members in the same dimensions.

@DIMATTRIBUTE - Returns the attribute name if the specified attribute is associated with a dimension.

@DIMNAME - Returns the name of a dimension if it is valid for the database.

@DIMUDA - Returns the UDA name if the specified UDA is valid for the dimension.

@EVALUATE - Returns the result of an expression.

@FINDFIRST - Finds the first substring of a string that matches the given regular expression.

@FINDLAST - Finds the last substring of a string that matches the given regular expression.

@GETDATA - Returns the value of the slice.

@INTEGER - Returns an integer.

@ISDATAMISSING - Returns true if the value of the slice is missing.

@ISANDBOXED - Determines if the current application is sandboxed.

@ISVARIABLE - Determines if the argument is a variable.

@MATCHES - Returns “true” if the first substring of a string matches the given regular expression.

@MEMBERGENERATION - Returns the generation number of a member.

@MEMBERLEVEL - Returns the level number of a member.

@MSGFORMAT - Takes a set of objects, formats them, and then inserts the formatted strings into the pattern at the appropriate places.

@OPENDIMCOUNT - Returns the number of dimensions for which a member was not specified.

@VALUEDIMCOUNT - Returns the number of dimensions for which a member was specified.

@TOMDX - Returns an MDX expression.

New Design-Time Prompt Types

The following new design-time prompt types are available:

Percent
Integer
StringAsNumber
DateAsNumber
Smart List
UDA

New Design-Time Prompt Grid

A new grid is available when creating design-time prompts for custom-defined templates.

To create a design-time prompt:

Open an existing template or create a new template in the Template Designer.
In the Design Time Prompt tab, click .
If you already have design-time prompts defined for the template, select where to insert the new design-time prompt.
In the Create Prompt dialog box, in the Properties tab, enter the information about the design-time prompt.

NOTE: The tabs that display in the Create Prompt dialog box are based on the type of design-time prompt, and the rows that are displayed are based on what is input.

New Custom Defined Functions

The following new custom defined functions are available:

New Bitwise Functions

@CalcMgrBitAnd - Performs a bitwise AND operation, which compares each bit of the first operand to the corresponding bit of the second operand. If both bits are 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.

@CalcMgrBitOR - Performs a bitwise OR operation, which compares each bit of the first operand to the corresponding bit of the second operand. If either bit is 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.

@CalcMgrBitExOR - Performs an exclusive bitwise OR operation, which compares each bit of the first operand to the corresponding bit of the second operand. If either bit is 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.

@CalcMgrBitExBoolOR - Performs an exclusive boolean bitwise OR operation.

@CalcMgrBitCompliment - Performs a unary bitwise complement, which reverses each bit.

@CalcMgrBitShiftLeft - Performs a signed left shift.

@CalcMgrBitShiftRight - Performs a signed right shift.

@CalcMgrBitUnsignedShiftRight - Performs an unsigned right shift.

New Counter Functions

@CalcMgrCounterClearAll - Removes all keys and values from the counter

@CalcMgrCounterClearKey - Removes the value from the counter associated with the key

@CalcMgrCounterDecrement - Decrements the value in the counter based on the key. If the key is not found, a value of zero is set for the key

@CalcMgrCounterDecrementKey - Decrements the value in the counter based on the key. If the key is not found, a value of zero is set for the key

@CalcMgrCounterGetKeyNumber - Returns the text found in the counter based on the key. If the key is not found, missing value is returned.

@CalcMgrCounterGetKeyText - Returns the text found in the counter based on the key. If the key is not found, missing value is returned.

@CalcMgrCounterGetNumber - Returns the number from the counter specified by the key. If the key is not found or the value is not a number, missing value is returned.

@CalcMgrCounterGetText - Returns the text found in the counter based on the key. If the key is not found, missing value is returned.

@CalcMgrCounterIncrement - Increment the value in the counter specified by the key

@CalcMgrCounterIncrementKey - Increments the value in the counter based on the key. If the key is not found, a value of zero is set for the key.

New Date/Time Functions

@CalcMgrExcelToDate - Converts an Excel date to YYYYMMDD format.

@CalcMgrExcelToDateTime - Converts an Excel date to YYYYMMDDHHMMSS format.

@CalcMgrGetStringFormattedDateTime - Converts the date defined by format to date in the YYYYMMddHHmmss format. For example: @CalcMgrGetFormattedDate(12302014, MMddyyyyHHmm) returns 201412301430.

@CalcMgrDateToExcel - Converts a date in YYYYMMDD format to an Excel date

@CalcMgrDateTimeToExcel - Converts a date in YYYYMMDDHHMMSS format to an Excel date

@CalcMgrRollDay - Roll the day up or down to the date which is in the YYYYMMDD format

@CalcMgrRollDate - Adds or subtracts (up or down) a single unit of time on the given date field without changing larger fields.For example, @CalcMgrRollDate(19960131,"month",@_true) results in the date of 19960229, and @CalcMgrRollDate(19960131, “day”;,@_true) results in the date of 19960101. Possible values of date_part are: day, month, week and year.

@CalcMgrRollMonth - Roll the month up or down to the date which is in the YYYYMMDD format.

@CalcMgrRollYear - Roll the year up or down to the date which is in the YYYYMMDD format.

New Financial Functions

@CalcMgrExcelACCRINT - Returns the accrued interest for a security that pays periodic interest

@CalcMgrExcelACCRINTM - Returns the accrued interest for a security that pays interest at maturity

@CalcMgrExcelAMORDEGRC - Returns the depreciation for each accounting period by using a depreciation coefficient

@CalcMgrExcelAMORLINC - Returns the depreciation for each accounting period

@CalcMgrExcelCOUPDAYBS - Returns the number of days from the beginning of the coupon period to the settlement date

@CalcMgrExcelCOUPDAYS - Returns the number of days in the coupon period that contains the settlement date

@CalcMgrExcelCOUPDAYSNC - Returns the number of days from the settlement date to the next coupon date

@CalcMgrExcelCOUPNCD - Returns a number that represents the next coupon date after the settlement date

@CalcMgrExcelCOUPNUM - Returns the number of coupons payable between the settlement date and maturity date, rounded up to the nearest whole coupon

@CalcMgrExcelCOUPPCD - Returns a number that represents the previous coupon date before the settlement date

@CalcMgrExcelCUMIPMT - Returns the cumulative interest paid on a loan between start_period and end_period

@CalcMgrExcelCUMPRINC - Returns the cumulative principal paid on a loan between the start period and the end period

@CalcMgrExcelDB - Returns the depreciation of an asset for a specified period using the fixed-declining balance method

@CalcMgrExcelDDB - Returns the depreciation of an asset for a specified period using the double-declining balance method or some other method you specify

@CalcMgrExcelDISC - Returns the discount rate for a security

@CalcMgrExcelDOLLARDE - Converts a dollar price expressed as an integer part and a fraction part, such as 1.02, into a dollar price expressed as a decimal number. Fractional dollar numbers are sometimes used for security prices.

@CalcMgrExcelDOLLARFR - Converts a dollar price, expressed as a decimal number, into a dollar price, expressed as a fraction

@CalcMgrExcelDURATION - Returns the annual duration of a security with periodic interest payments

@CalcMgrExcelEFFECT - Returns the effective annual interest rate

@CalcMgrExcelFV - Returns the future value of an investment

@CalcMgrExcelFVSCHEDULE - Returns the future value of an initial principal after applying a series of compound interest rates

@CalcMgrExcelINTRATE - Returns the interest rate for a fully invested security

@CalcMgrExcelIPMT - Returns the interest payment for a given period for an investment based on periodic, constant payments and a constant interest rate

@CalcMgrExcelIRR - Returns the internal rate of return for a series of cash flows

@CalcMgrExcelISPMT - Calculates the interest paid during a specific period of an investment

@CalcMgrExcelMDURATION - Returns the Macauley modified duration for a security with an assumed par value of $100

@CalcMgrExcelMIRR - Returns the internal rate of return where positive and negative cash flows are financed at different rates

@CalcMgrExcelNOMINAL - Returns the annual nominal interest rate

@CalcMgrExcelNPER - Returns the number of periods for an investment

@CalcMgrExcelNPV - Returns the net present value of an investment based on a series of periodic cash flows and a discount rate

@CalcMgrExcelPMT - Returns the periodic payment for an annuity

@CalcMgrExcelPPMT - Returns the payment on the principal for a given period for an investment based on periodic, constant payments and a constant interest rate

@CalcMgrExcelPRICE - Returns the price per $100 face value of a security that pays periodic interest

@CalcMgrExcelPRICEDISC - Returns the price per $100 face value of a discounted security

@CalcMgrExcelPRICEMAT - Returns the price per $100 face value of a security that pays interest at maturity

@CalcMgrExcelPV - Returns the present value of an investment

@CalcMgrExcelRATE - Returns the interest rate per period of an annuity

@CalcMgrExcelRECEIVED - Returns the amount received at maturity for a fully invested security

@CalcMgrExcelSLN - Returns the straight-line depreciation of an asset for one period

@CalcMgrExcelSYD - Returns the sum-of-years' digits depreciation of an asset for a specified period

@CalcMgrExcelTBILLEQ - Returns the bond-equivalent yield for a Treasury bill

@CalcMgrExcelTBILLPRICE - Returns the price per $100 face value for a Treasury bill

@CalcMgrExcelTBILLYIELD - Returns the yield for a Treasury bill

@CalcMgrExcelXIRR - Returns the internal rate of return for a schedule of cash flows that is not necessarily periodic

@CalcMgrExcelXNPV - Returns the net present value for a schedule of cash flows that is not necessarily periodic

@CalcMgrExcelYIELD - Returns the yield on a security that pays periodic interest

@CalcMgrExcelYIELDDISC - Returns the annual yield for a discounted security; for example, a Treasury bill

@CalcMgrExcelYIELDMAT - Returns the annual yield of a security that pays interest at maturity

New Math Functions

@CalcMgrExcelCEILING - Rounds a number up (away from zero) to the nearest integer or to the nearest multiple of significance

@CalcMgrExcelCOMBIN - Returns the number of combinations for a given number of objects

@CalcMgrExcelEVEN - Rounds a number up to the nearest even integer

@CalcMgrExcelFACT - Returns the factorial of a number

@CalcMgrExcelFACTDOUBLE - Returns the double factorial of a number

@CalcMgrExcelFLOOR - Rounds a number down, toward zero

@CalcMgrExcelGCD - Returns the greatest common divisor

@CalcMgrExcelLCM - Returns the least common multiple

@CalcMgrExcelMROUND - Rounds a number to a specified number of digits

@CalcMgrExcelMULTINOMIAL - Returns the multi-nominal of a set of numbers

@CalcMgrExcelODD - Rounds a number up to the nearest odd integer

@CalcMgrExcelPOWER - Returns the result of a number raised to a power

@CalcMgrExcelPRODUCT - Multiplies its arguments

@CalcMgrExcelROUNDDOWN - Rounds a number down, towards zero

@CalcMgrExcelROUNDUP - Rounds a number up, away from zero

@CalcMgrExcelSQRT - Returns a positive square root

@CalcMgrExcelSQRTPI - Returns the square root of (number * pi)

@CalcMgrExcelSUMSQ - Returns the sum of the squares of the arguments

@CalcMgrExcelSUMPRODUCT - Returns the sum of the products of corresponding array components

New Statistical Functions

@CalcMgrExcelAVEDEV - Returns the average of the absolute deviations of data points from their mean

@CalcMgrExcelDEVSQ - Returns the sum of squares of deviations

@CalcMgrExcelLARGE - Returns the nth highest number

@CalcMgrExcelMEDIAN - Returns the median of the given numbers

@CalcMgrExcelSMALL - Returns the nth smallest number

@CalcMgrExcelSTDEV- Estimates standard deviation based on a sample

@CalcMgrExcelVAR - Estimates variance based on a sample

@CalcMgrExcelVARP - Estimates variance based on the entire population

New String Functions

@CalcMgrFindFirst - Find the first substring of this string that matches the given regular expression.

@CalcMgrFindLast - Find the last substring of this string that matches the given regular expression.

@CalcMgrMatches - Returns true, if the first substring of this string that matches the given regular expression. For regular expression, see ”java.util.regex.Pattern” in the Java docs.

@CalcMgrMessageFormat - Creates a string with the given pattern and uses it to format the given arguments.

@CalcMgrStartsWith - Tests if this string starts with the specified prefix.

Application Access Control

While the overall access rights granted to a user are controlled by the assigned identity domain role, Service Administrators can use the Access Control feature from the Console to assign additional application-level access by provisioning users and Native Directory groups with application-specific roles. For instance, a Planner in the service can now be assigned the Approvals Administrator role to enable the user to perform approvals-related activities.

To assign application access control, in Console, click or tap .

See “Managing Application-Level Provisioning” in Administering Access Control for Oracle Enterprise Performance Management Cloud.

Migration Functionality Moved to Console Card

All migration functionality has been moved to the Console card, accessed from the Home page.

To perform lifecycle management activities, from the Console, click or tap .

New Oracle Cloud REST APIs for Oracle Planning and Budgeting Cloud

You can now use Planning REST APIs to import a data slice, export a data slice, and clear a data slice.

Metadata Update and Cube Refresh Considerations

After modifying application metadata, you must complete a cube refresh before:

importing artifacts from snapshots
the next scheduled maintenance window starts

The time required to complete a cube refresh operation depends on the metadata that was changed and the impact it has on the cube. For example, a refresh after updating a sparse block storage cube member may not take much time while a cube refresh after updating a dense block storage cube member or an aggregate storage cube member could take a long time. The quantity of Essbase data also impacts the cube refresh time. Oracle recommends that you evaluate these factors and schedule cube refresh to ensure that it completes before the application is backed up during the next maintenance window.

Defects Fixed

Defect Number	Description
23562416	Financial Reporting reports now correctly display selectable members in the Respond To Prompts dialog box.
23555937	You can now use the Expand All button to display all members of a report.
23558497/ 23542460/ 23280401	You no longer get the "maximum Wait time reached" message when rules run for more than one minute. This message now displays only if rule execution exceeds 3 minutes.
23551882	Clicking the Save button now correctly saves the changes you made in forms that are opened using the menu options available in the Simplified interface.
23544124	The list of rules from which you can select when creating task lists now includes all business rules defined for the application.
23479485	The service can now correctly refresh outlines in applications that have been migrated from on-premises.
23474791	Locked Point of Views (POVs) are no longer displayed in the User POV listing.
23472836	Job modification date is now correctly updated when you edit and execute jobs from Smart Push Map.
23347033	In Simplified Interface, Planning now alerts you to save data if you close forms that contain unsaved data.
23336709	You no longer receive SSLKeyException: Fatal Alert:Bad_Certificate error when configuring the service to connect directly to fusion cloud for data integration.
23332695	The Export job now maintains the POV order when you modify a job and then save it.
23318145	In the Simplified Interface, Planning now lists task lists in the order in which you arranged them.
23316670	Hierarchy Type set at dimension level of aggregate storage applications is now maintained when you migrate applications using Application Management.
23307906	While migrating applications from one environment (for example, test) to another (for example, production), you no longer receive the Text String Assigned Different ID error.
23306573	When opening a prompt value setting in a Financial Reporting report that uses a substitution variable as the default value for a prompt, you no longer receive the Members in prompt are not valid error.
23300843	Page preview in Financial Reporting Web Studio now honors the layout changes that you made in reports.
23292791	Member selection bar in composite forms now works as designed.
23293708	The service now functions normally when you run Financial Reporting reports that retrieve attribute dimension members multiple times in succession.
23291490	In the Simplified Interface, you can now enter data into composite forms that comprise only one subform.
23285174	Modifying the Page POV now populates the current member of the dimension.
23277724/ 23183110	In the Simplified Interface, the POV bar is no longer displayed in reports with expansions.
23275365	In the Simplified Interface, POV members no longer disappear when you click the Go button in web forms.
23267360	Smart View now displays attributes even if you suppress data.
23260276	Planning no longer populates dimension name in empty formula rows (that are used as place holders) in forms.
23229798	From the Simplified Interface, you can now use the Import and Export option (available in the Navigator) to export Planning Unit Hierarchy.
23219917	You are now able to use the Zoom In feature of Smart View for Office.
23215261	You no longer receive the ADF_FACES-60097 error when opening Planning form using Task List.
23191110	Reports now retain the carriage returns and bullet points that you entered in Planning forms.
23186143	Planning now validates data correctly even if validation rules are attached to web forms.
23143895	Planning now correctly displays members in search results when you perform a search in the Select Members screen.
23133697	When running Financial Reporting reports, you are now able to manually enter member name in POV preview window.
23132192	Financial Reporting no longer removes the Hierarchy from the User POV when you select a member from a Grid POV hierarchy.
23113430	In the Simplified Interface in test environments, the service now sorts reports alpha-numerically.
23094228	Data Management now loads data correctly from load files even if member names contain commas.
23061405	When executing a rule, Data Management now correctly picks the import format from the source file.
23027517/ 21090466	The Jobs Console no longer displays the status of completed jobs as Processing, thereby allowing database refreshes and other application maintenance tasks (for example, dense restructuring) to complete in a timely manner.
23025481	You can now move shared members between branches when loading a different metadata load file.
23010821	During data push from block storage to aggregate storage using Smart Push, Planning no longer clears (set to 0) the READ access specified for aggregate storage data.
22911598	Planning no longer displays the No data to display error when you add multiple simple forms in which row dimension is hidden into a composite form.
22903657	Clearing of aggregate storage database now completes in a timely manner as expected.
22894204	The Format dialog box of Financial Reporting Web Studio now displays the Replace tab when you launch it for a grid cell, row, or column.
22886801	Financial Reporting Web Studio now supports conditional formatting.
22859835	Smart View no longer displays a message which indicates that the business rule has not run successfully when processing long-running business rules that have timed out (but are running in the background).
22856477	Performance during data load to the main aggregate storage database has been improved.
22829173	Location aliases in Planning applications no longer point to invalid applications.
22822397	When member name display is set to Alias, POV changes on a report are now correctly reflected even if the alias requires quotes around the name.
22732944	Planning forms no longer display the ampersand symbols that are part of Smart List values as &amp.
22671273	Planning now accurately displays the processing sub-status when you attempt to promote a planning unit that contains forms that have validations attached.
22573158	Smart Push now recognizes assigned member even if you insert a substitution variable in the web form.
22476946	The time taken to access the service during the first sign in is now comparable to the time it normally takes to sign in to the service.
22322007	You can now change a selected member even if the member contains an apostrophe.
22131604	Firefox now recognizes Financial Reporting Studio as an approved add-in that can be installed.
21982163	After generating a PDF from a report, you are now able to view and select all available drop-down menu options when you right click a tab label.
21918044	The option to filter out zeros and missing cells in Planning web forms now works as expected for web forms that contain Smart Lists.
21803030	The YearTotal column in web forms is now read-only.
21800212	Planning now displays the correct members when you drill to the bottom level to retrieve data for the lowest level of members in a dimension.
21501811	Performance while extracting and loading data using the Map Reporting Application has been improved.
21480266	Smart View web forms validation rules now work as expected when you submit empty cells to verify that data validation occurs.
20922225	Smart View now recognizes aliases when you choose an alias table as default and write the member aliases from the ERP alias table.
20058985	Calculation Manager now provides an option to delete a deployed rule from Planning at the same time you delete the rule in Calculation Manager.

Oracle Enterprise Planning, August Update

Announcements

Activity Report

The Activity Report, which is automatically generated every day, enables Service Administrators to understand application usage over a period of five, ten, thirty or sixty days. It helps streamline application design by identifying calculation scripts and user requests that impacts application performance. Information contained in this report includes:

Number of users who signed into the application each day
Percentage of requests that took more than 10 seconds to complete
Top seven Planning requests that took the most time to complete
Top 30 worst performing actions that took over 10 seconds to complete
Number of users per hour
Number of users based on how long they were signed into the application
Top 10 users based on how long they were signed into the application
Application design changes that occurred over the reporting period

To view the Activity Report:

Sign into a service instance.
Click Console and then Activity.
For Reports from last, select a report duration (5 days, 10 days, 30 days or 60 days).
Click a report name.

Support for Direct Links

The service now supports direct URL links to Planning forms and dashboards. You can use direct page links to create a URL that points to a specific form or dashboard. If users have appropriate access permissions, they can use the URL to go directly to the form or dashboard to view or update it within Planning and Budgeting Cloud. For more information, see Integrating with Oracle Enterprise Performance Management Cloud.

New Guide: Integrating with Oracle Enterprise Performance Management Cloud

Integration information is now documented in the new Oracle Cloud Integrating with Oracle Enterprise Performance Management Cloud guide. This release includes information on:

Using Direct URL Links for Forms and Dashboards in Oracle Planning and Budgeting Cloud
Sample Starter Kit for Consultants - Integration with Business Intelligence Cloud Service

Application Replication Process

The Using Oracle Planning and Budgeting Cloud guide now contains an appendix that details the steps involved in configuring a secondary instance of Oracle Planning and Budgeting Cloud to ensure availability of service if the primary Oracle data center becomes unavailable due to unforeseen circumstances.

Smart Push from Source to Target Cube from Dashboards

Smart Push feature can be enabled in the forms used in Dashboard. You can also use Smart Push to synchronized data between a source cube and a target cube by clicking Save on a grid used within the Dashboard or by launching it from the grid by clicking Action.

Data Management Location Security

In this release, Location Security has been enabled under Security Settings. Location security allows a Service Administrator to assign users to specific Data Management Locations through user groups with a view to securing data and mapping rules for a user or a group of users.

For more information on this feature, see Administering Data Management for Oracle Enterprise Performance Management Cloud.

Data Management Inbox Renamed as Home

The top-level Data Management folder has been renamed to Home. Previously, this folder was named Inbox; it contained inbox and outbox subfolders. With the rename, the Home folder now contains two subfolders: inbox and outbox.

This change does not impact your automation scripts.

Data Load into Other Services

Data from Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud can now be loaded directly into Financial Consolidation and Close Cloud and Account Reconciliation Cloud. Additionally, you can load data from the Fusion GL Cloud into Financial Consolidation and Close Cloud, and Account Reconciliation Cloud. In prior releases data load was supported only for Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud.

Text-Based Data Load

The text-based data load feature enables users to load text data, dates, and smart lists to applications that support these data types. Additionally, users can load data files that include multiple balance columns for a selected calendar period. For example, users can load HR data into Workforce Planning processes in Enterprise Planning and Budgeting Cloud using Data Management.

Translation Updates

This release includes online help and guides translated into French, German, Italian, Spanish, Brazilian Portuguese, Japanese, Korean, Traditional Chinese, and Simplified Chinese. It also includes a Dutch translation for the Working with Smart View 11.1.2.5.600 for Oracle Enterprise Performance Management Cloud online help and guide.

New User Interface

All services provisioned after July 31, 2016 will, by default, be configured to use the Simplified Interface. If your service was provisioned on or before July 31, 2016, you can switch the application interface to Standard Interface. To switch the display to Standard Interface:

On the Home page, select Settings.
In UI Display, select Standard Interface.
Click Save.

For Enterprise Planning and Budgeting Cloud Only

This release automatically applies bug fixes to the application. If you are in the process of modifying application metadata, for example, as a part of application development process, you must refresh application cube prior to the upgrade to commit the changes you made.
While applying this update, Oracle will make changes to metadata, which requires a cube refresh as a part of the upgrade process. If errors are encountered during cube refresh, the application is placed in maintenance mode and cube refresh errors are recorded as a part of the Content Upgrade job. You can view details of this job in the Jobs window.

Fix the metadata issues that caused cube refresh errors and then run a cube refresh before taking the application out of maintenance mode.

Key Defects Fixed

Defect Number	Description
24299029/ 24298652	In the Simplified Interface, suppression now works when you create a form that contains a formula column.
24297239	Data entry forms no longer display columns that do not contain data.
24296057/ 23710069	Entity dimension now display all relevant attribute values.
24284866	Outline Load Utility now correctly loads text and smartlist to the planning application.
23729489	You are now able to select entity members by using filters while launching business rules from a task.
23642801	The Copy Validation Rules option is now available in all columns that contain validation rules even if a rule is not set in the first column (column A).
23625593	In the Simplified Interface, the service now correctly opens links that are included in workflow email.
23558565	You are now able to exclude a parent cost center from the approvals hierarchy.
23542538	From Calculation Manager, you are now able to deploy rule sets to the application.
23540913	The web form folders are now alphabetically sorted in both Smart View and the planning application.
23536633	Turning on suppression no longer changes alias tables in locally installed Financial Reporting Studio.
23302224	Financial Reporting Web now retains font style when you reopen the format setting dialog box for formatting cells.
23269969	You are now able to generate a Financial Reporting book in PDF format even if you select A4 paper size.
23153249	Financial Reporting Web now maintains all column and row formatting that you specified.
23028387	You are now able to manually edit suffixes in Financial Reporting Web to enter a percentage sign and right parenthesis.
22691095	You are now able to copy the contents of a business rule in Calculation Manager to notepad.
22249314	You are now able to delete application to purge Data Management.
20677935	Forms no longer display two vertical scroll bars in the Simplified Interface.
23742714	Tasklist is now available in the Standard Interface.
23639926	You no longer receive the Object with name already exists error when loading members with aliases that contain Turkish characters.
23762177	The service now saves simplified currency data in forms.
23757262/ 23756989/ 23756233/ 23745265/ 23735205	The option to switch the application interface to Standard Interface is now available for all Oracle Planning and Budgeting Cloud service instances provisioned on or before July 31, 2016. To switch the display to Standard Interface: 1. On the Home page, select Settings. 2. In UI Display, select Standard Interface. 3. Click Save.
23748464/ 23753973	Substitution variables are now available in forms.
23747809	Application Management now displays correctly.

Planning and Budgeting Cloud, September Update

Announcements and New Features

Activity Report

Number of users who signed into the application each day
Percentage of requests that took more than 10 seconds to complete
Top seven Planning requests that took the most time to complete
Top 30 worst performing actions that took over 10 seconds to complete
Number of users per hour
Number of users based on how long they were signed into the application
Top 10 users based on how long they were signed into the application
Application design changes that occurred over the reporting period

To view the Activity Report: Sign into a service instance, click Application, then Overview, and then Activity. For Reports from last, select a report duration (5 days, 10 days, 30 days or 60 days). Click a report name.

Support for Direct Links

New Guide: Integrating with Oracle Enterprise Performance Management Cloud

Integration information is now documented in the new Oracle Cloud Integrating with Oracle Enterprise Performance Management Cloud guide. This release includes information on:

Using Direct URL Links for Forms and Dashboards in Oracle Planning and Budgeting Cloud
Sample Starter Kit for Consultants - Integration with Business Intelligence Cloud Service

Application Replication Process

Smart Push from Source to Target Cube from Dashboards

Data Management Location Security

For more information on this feature, see Administering Data Management for Oracle Enterprise Performance Management Cloud.

Data Management Inbox Renamed as Home

This change does not impact your automation scripts.

Data Load Into Other Services

Text-Based Data Load

Translation Updates

Change of Behavior: Planning Admin Extension

When you import a dimension using the Planning Admin Extension in Smart View, a predefined set of dimension metadata member properties is now displayed in the grid, instead of displaying all member properties on the grid. Use the Member Selection dialog box to add other metadata member properties to the grid.

For more information, see "Default Metadata Dimension Member Properties" in Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud.

New User Interface

To switch the display to Standard Interface:

On the Home page, select Application, and then Settings.
In UI Display, select Standard Interface.
Click Save.

Changes to User Interface and Navigation Paths

The Simplified User Interface in release 16.09 includes incremental improvements for navigation and usability. This release makes some usability and navigation changes to the out of box default navigation flows and home page layout. The changes effected in this release are detailed in the documents available in the Oracle Planning and Budgeting Cloud Help Center.

For Enterprise Planning and Budgeting Cloud Only

Automatic Release Updates for Bug Fixes

Fix the metadata issues that caused cube refresh errors and then run a cube refresh before taking the application out of maintenance mode.

Change of Behavior: Metadata Export

Metadata exported from Enterprise Planning and Budgeting Cloud will no longer contain any property information for factory metadata. Properties such as member formula and data type are suppressed; only the parent and data storage columns are exported. Customizations made to factory members are tracked and exported separately to the customization file of the applicable module.

If you migrate an application that contains customizations in multiple stages, for example, migrate one dimension at a time, you must export and import the following:

Metadata of the dimension
Customizations from the customization file

Defects Fixed

Defect Number	Description
24426647	You can copy and paste content on web form in the Simplified Interface accessed using Firefox.
24425364	While migrating application metadata, you are now able to migrate changes made to seeded members. This fix involves a change in behaviour.
24394277	When you the service to open a Smart Form created in Smart View, the form defaults to maximum decimal precision as follows: Currency and non-currency: 0 Percentage: 2
24394247	Financial reports that are designed to use the Y-T-D function now renders correctly to display Y-T-D member.
24355511	You are now able to validate and deploy sequences rules.
24354808	Attribute values are now maintained when you rename a member.
24349888	You are now able to save the data that you enter into a form.
24330977	The @SUMRANGE Calculation Manager function now works as designed when arguments are passed.
24303700	You can now update an approval unit hierarchy in an existing workflow.
24299029/ 24298652	In the Simplified Interface, suppression now works when you create a form that contains a formula column.
24297239	Data entry forms no longer display columns that do not contain data.
24296057/ 23710069	Entity dimension now display all relevant attribute values.
24284866	Outline Load Utility now correctly loads text and smartlist to the planning application.
23729489	You are now able to select entity members by using filters while launching business rules from a task.
23710069	You no longer get errors during business rules execution caused by missing attribute values in Entity dimension.
23642801	The Copy Validation Rules option is now available in all columns that contain validation rules even if a rule is not set in the first column (column A).
23641072	Financial reports now display the preferred date format (for example, YYYY-MM-DD) that you specified in Financial Reporting preferences.
23625593	In the Simplified Interface, the service now correctly opens links that are included in workflow email.
23615385	The EMP Automate Utility now runs the runbusinessrule command correctly when the business rule name is in a language other than English.
23558565	You are now able to exclude a parent cost center from the approvals hierarchy.
23542538	From Calculation Manager, you are now able to deploy rule sets to the application.
23540913	The web form folders are now alphabetically sorted in both Smart View and the Planning application.
23536633	Turning on suppression no longer changes alias tables in locally installed Financial Reporting Studio.
23302224	Financial Reporting Web now retains font style when you reopen the format setting dialog box for formatting cells.
23292237	You are now able to exclude members from Planning forms using the Add Exclusion option.
23269969	You are now able to generate a Financial Reporting book in PDF format even if you select A4 paper size.
23153249	Financial Reporting Web now maintains all column and row formatting that you specified.
23028387	You are now able to manually edit suffixes in Financial Reporting Web to enter a percentage sign and right parenthesis.
22691095	You are now able to copy the contents of a business rule in Calculation Manager to notepad.
22249314	You are now able to delete application to purge Data Management.
20677935	Forms no longer display two vertical scroll bars in the Simplified Interface.
23742714	Task lists are now available in the Standard Interface.
23639926	You no longer receive the Object with name already exists error when loading members with aliases that contain Turkish characters.
23762177	The service now saves simplified currency data in forms.
23757262/ 23756989/ 23756233/ 23745265/ 23735205	The option to switch the application interface to Standard Interface is now available for all Oracle Planning and Budgeting Cloud service instances provisioned on or before July 31, 2016. To switch the display to Standard Interface: 1. On the Home page, select Settings. 2. In UI Display, select Standard Interface. 3. Click Save.
23748464/ 23753973	Substitution variables are now available in forms.
23747809	Application Management now displays correctly.
23090446	Planning Admin Extension now displays the list of dimensions in Smart View even if you use & (ampersand) in the dimension name.
22220265	You are now able to use members in Smart View ad hoc even if a regular month is also on the sheet.
20332708	You are now able to specify a percentage value less than 1 for members in forms for charts in Planning dashboards.

Planning and Budgeting Cloud, October 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 supports the following new commands for Data Management:

importMapping
exportMapping
runDMReport

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

Installation instructions: Installing the Utility
Instructions to run commands: Command Reference

New REST APIs

Importing and Exporting Data Maps and Executing Reports

You can now use EPM Cloud REST APIs to perform these tasks: Import Data Map, Export Data Map, and Execute Report. This allows you to use Data Management to import and export data maps for a selected dimension or all dimensions, and to execute a report. Import member mappings API supports merge and replace modes as well as validate or no validate options for target members.

Updating the Scheduled Maintenance Window Time

You can now use EPM Cloud REST APIs to update the scheduled maintenance window time by performing these tasks: Get Build Version and Maintenance Window Time and Update Maintenance Window Time.

See the Oracle Cloud REST API for Oracle Enterprise Performance Management Cloud guide and the Oracle Cloud Enterprise Performance Management Integration Guide.

Changes to Daily Maintenance Screen

The navigation path to the Daily Maintenance screen where you set the maintenance window start time has changed. Additionally, Daily Maintenance screen no longer contains the Version number of the current update, which linked to the readiness web site.

To open the Daily Maintenance screen, access the service, click or tap Tools, and then Daily Maintenance.

To view update version number, access the service, click your user name at the top right corner of the screen to open Settings and Actions, select About, and then Version.

To access readiness information, click Oracle Enterprise Performance Management Readiness. The Enterprise Performance Management Readiness web site is displayed. Click Planning and Budgeting and then a readiness document format (HTML, PDF or ePUB).

Ability to Exclude Dynamic Members While Exporting Planning Data

To improve performance during data exports from Planning, you can now exclude dynamic members from exported data. The option to exclude dynamic members is available in the Export Data screen.

To access the Export data screen, access the service, click or tap Application and then Overview. Click Action and then select Export Data.

Export HTML Report to Microsoft Excel

From the Simplified user interface, you can now export HTML formatted Financial Reporting reports to Microsoft Excel. See “Exporting Formatted Reports to Excel” in Working with Planning for Oracle Planning and Budgeting Cloud.

Multi-Column Loading of Numeric Data and Multi-Period Loading of Header Records

Data Management now supports a multi-column load of numeric data for any dimension. Prior to this update, Data Management supported only the loading of multi-period column data. In addition, a multi-period load using the header record is now available.

Email Sender Policy Framework Information

You can now use email sender policy framework to configure your corporate email system to ensure that important Oracle notifications regarding your service are not filtered out by your corporate email filtering system. See “Configuring SPF Record for Oracle Cloud Email Verification” in the Using Oracle Planning and Budgeting Cloud guide.

Financial Reporting Batch Scheduler Output

You can now store PDF version of Financial Reporting batch scheduler output in Planning Inbox/Scheduler Output folder. To save the output in this folder, you select the Export to an external directory option when scheduling jobs. You can download and delete the output using Inbox/Outbox Explorer.

To download scheduler output to a local computer, access the service, click or tap Application and then Overview. Click Action and then select Inbox/Outbox Explorer. In Inbox/Outbox Explorer, select Scheduler Output.

Financial Web Studio New Features

Assign Multiple Database Connections to a Grid

You can retrieve data from different database connections and define the database connection for each data row or data column. You can preserve the members selected in the grid for the database connection on a grid row or column. See “Assigning Multiple Database Connections to a Grid” in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Save Report Objects

When you save a report object, you create a link between the source object in the report and the source object in the repository. When you save report object in the repository, you can reuse them as desired. This saves time and allows you to build a library of report objects to use when creating reports. When you save report objects in the repository, only the report object is saved, not the entire report design. See “Saving Report Objects” in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Sort Rows, Columns, and Pages in Grids

You can sort a range of consecutive rows or columns in a grid based on the values in a specific column or row. You can also sort columns, rows, and pages based on their headings. If you select a range of columns, Financial Reporting Web Studio sorts the columns based on the values in a specified row. If you select a range of rows, Financial Reporting Web Studio sorts the rows based on the values in a specified column. If the column or row by which you sort contains multiple members, the sort is based only on the values of the first member.

You can sort columns or rows in ascending or descending order. When you sort in ascending order, the lowest number, the beginning of the alphabet or the earliest date appears first in the sorted list. When you sort in descending order, the highest number, the end of the alphabet or the latest date appears first in the sorted list. See “Sorting Rows, Columns, or Pages in Grid” in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud.

Enhanced Data Integration with Fusion Financials Cloud

The current integration between the Fusion Financials Cloud (GL) and EPM Cloud applications has been enhanced to provide a more seamless integration experience. The updated integration allows users to pick the desired source ledger from the Fusion Financials Cloud, set up a few simple mappings, and then push a button to pull the data into EPM Cloud applications. Additionally, you can set up simple mapping between your Planning application and Fusion Ledger to write-back Budgets from Planning to Fusion Financials. This integration, which can be run manually or scheduled for a specific time, no longer requires manual steps in Fusion Financials Cloud and EPM Cloud. The updated integration also sets up the drill definition automatically, which eliminates errors that may be caused when manually defining a drill definition.

If you are using an earlier version of the integration, you can continue to use it. You cannot automatically migrate an existing integration to the enhanced version of the integration. You can create a new integration definition with the new method as needed.

This integration is available for customers using Fusion Financials Cloud Release 11 or higher.

About Daily Backups

The service, during daily maintenance, automatically creates a backup of data and artifacts. This service replaces the daily backup every time the maintenance is completed.

Set up an automated job using the EPM Automate Utility to download the backup to a local computer. See “Using Maintenance Snapshot” in the Using Oracle Planning and Budgeting Cloud.

Defects Fixed

Defect Number	Description
24504287	When scheduling Planning jobs, you no longer receive the Definition displayName of type Attribute is not found error.
24499928	You are now able to exclude (filter out) attributes from the Form Definition Exception field in Planning forms.
24473480	In the Simplified Interface, you are now able to select a member after completing a search operation from the Select a Member panel.
24469375	Financial Reporting Web Studio now displays the Define Prompts screen.
24414093	Smart View now correctly displays cell border formatting and page fit options.
24367633	When creating smart lists using the Create with Members and Members Selection option, Planning no longer displays duplicate smart lists.
24353507	When saving forms, Planning refreshes the screen correctly and does not truncate the form that you saved.
24305750	When designing workflows, you can now correctly rollup total value in the approval unit hierarchy. The Manage Approvals screen correctly displays the total value even if you are using substitution variables.
24289564	Composite Planning forms now correctly display member formula.
23757436	Task lists now display only the rules belonging to the cube for which the task list was created.
23744862	You no longer receive the Unexpected Error creating query to datasource in createCubeViews error when opening Financial Reporting reports.
23548109	Migration now correctly exports forms that contain data validation rules.
23263015	Planning now correctly processes business rules containing functions nested in @RETURN messages, for example, @NAME(@ALIAS), submitted from web forms.
23090446	The Planning Admin Extension for Smart View now displays the dimension folder and list of dimensions even when an ampersand (&) is included in dimension name.

Planning and Budgeting Cloud, November 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 supports the getsubstvar command, which enables you to view the current value of a substitution variable or the value of all variables at the cube or application level.

This version also implements simplified exit codes and detailed error messages that provide specific information in case of command execution failures. The utility now supports these error codes only:

1 to indicate functional errors reported by the REST APIs that the utility uses

6 to indicate that the service is not available

7 to indicate errors caused by the use of invalid command or parameter

9 to indicate failures due to invalid credentials

11 to indicate internal server errors

Error codes 2, 3, 4, 5, 8, and 10 are no longer applicable. If your scripts use these codes, replace them with a new code.

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

Installation instructions: Installing the Utility
Instructions to run commands: Command Reference
Information on simplified exit codes: Exit Codes

Ability to Clear Cube from the Listing Page Section

You can now initiate the Clear Cube action from the listing page in addition to the Job Console. The Clear Cube command is now available on clicking the Action menu (Gear icon) next to the artifact.

Ability to Suppress Periods by Scenario in Columns

Planning applications now support the ability to set scenario and period suppression by column segment. This new feature allows you to create rolling forecast at a quarterly level leveraging the custom members that you add into the Period dimension. If the option to suppress invalid scenario/period is enabled, custom members are not displayed in rolling forecasts.

Ability to Retrieve Factory Version of Modified Rules

Enterprise Planning and Budgeting Cloud modules now allow you to retrieve the original factory version of rules that you modified using Calculation Manager and then deployed to Planning. Modified rules are now listed in the module artifacts list to support the retrieval of factory rules.

Calculation Manager: Option to Hide Specific Prompts

Hiding prompts allows users to run rules in Planning without being prompted for input for variables of type StringAsNumber.

When creating a new rule, the Is Hidden check box for the variable is selected by default if both of the following conditions are met:

The new rule uses a variable of type StringAsNumber
You selected the Use System Defaults check box for the rule

Calculation Manager: Groovy Scripts Write Log Information

The Groovy scripts that are used to generate calculation scripts now display log statements in the Job Console.

Ability to Filter Members in Smart View Member Selector by Additional Criteria

In the Smart View Member Selection dialog box, you can now filter ad hoc report members by User Defined Attributes (UDA), generation, level, and level 0 descendant members. From the Filter drop-down list in the Member Selection dialog box, these options are now available when Smart View is connected to Planning and Budgeting Cloud or Enterprise Planning and Budgeting Cloud:

UDA to display the UDA dialog box, where you select a UDA (available only if the UDA was defined by an administrator)
Generation to display the Generation dialog box, where you select one generation in the hierarchy of members
Level to display the Level dialog box, where you select one level in the hierarchy of members
Level 0 Descendant to display all descendants of the selected member that have no children

Row and Column Template in Financial Reporting Web Studio

Using row and column templates, you can select a contiguous set of rows or columns and save them as an object in the repository to reuse in reports. Row and column templates include one or more row or column definitions.

Same As Option in Financial Reporting Web Studio

The Same As option allows you to create a column or row member selection with the same member selection setting as another column or row.

Removal of Support for Financial Reporting Studio Desktop Client

Oracle is committed to providing a simple and intuitive experience to the users of the service. To achieve this goal, Financial Reporting Web Studio, a component available in the service since March 2016, will be established as the only tool for designing and building reports. As a result, support for Financial Reporting Studio desktop client will tentatively be stopped starting the May 2017 update. Oracle will not distribute Financial Reporting Studio desktop client starting this update.

Starting with the November 2016 update, Financial Reporting Web Studio will achieve parity with most of the functional capabilities provided with Financial Reporting Studio desktop client. You will be able to create new reports and modify existing reports using Financial Reporting Web Studio.

Oracle recommends that you transition to using Financial Reporting Web Studio at the earliest opportunity. Please send questions and concerns to Oracle using the Provide Feedback option in the service.

Defects Fixed

Defect Number	Description
24796219	Financial Reporting reports now honor the Fit Width To Page and Fit Length To Page settings specified for reports.
24794120	Planning application now retains the Save and Refresh options specified for forms for which full access is set when you navigate between forms included in task lists.
24754986	Book Point of View (POV) in Financial Reporting now retains dimensions even if their names contain the colon (:) punctuation mark.
24660410	Planning forms now display the Drill Through to Source dialog box, which enables you to drill back to the source, even if the preceding column is not expanded.
24469410	You are now able to pick multiple dimensions in User POV using Financial Reporting Studio desktop client (32-bit).
24469149	You are now able to change POVs in Planning forms that were opened from custom cards.
24326392	You are now able to maximize Planning forms when you access the service using Internet Explorer.
23614839	Planning composite forms now correctly display row height and background color.
23452941	When creating validation rules on a web form in the Simplified Interface, Planning now displays the text associated with the rule.
23153249	Financial Reporting Web Studio now preserves all grid column and row formatting that you specify.
23001737	Changes have been made to improve the overall performance of Calculation Manager.

Planning and Budgeting Cloud, December Update

Announcements and New Features

Monthly Update Schedule

After applying the December updates to the test instances on December 2, 2016, additional testing uncovered a regressive defect that affected the connection between Oracle Smart View for Office and Oracle Enterprise Performance Management Cloud. As a result, the planned update to production instances on Friday, December 16, 2016, has been deferred until the January update cycle when this defect will be corrected. No customer action is required.

New REST APIs

You can now use REST APIs to get and set substitution variables. See the Oracle® Cloud REST API for Oracle Enterprise Performance Management Cloud guide available in the Oracle Planning and Budgeting Cloud Help Center.

Access Logs that List Daily User Activity

You can now download a daily access log, a Comma Separated Value (CSV) file, which provides detailed information on the resources that users accessed, duration of user activity, the IP addresses from which users connected to the service, and the action that users performed in the service. The access log is generated each day.

To download an Access Log:

Access the service.
Click or tap Application, then Overview, and then Activity Reports.
Available Activity Reports and Access Logs for the last 60 days are listed.

Under Access Log, click Download to download the access log of a day.

A sample access log:

Sandboxes Are Now Enabled by Cube

Before when you created the application, enabling sandboxes applied to the entire application. With this update, you can enable sandboxes by cube, which means:

You can enable sandboxes for cubes after you create the application.
You have more control over which cubes are enabled for sandboxes.
You can enable sandboxes for custom cubes when you create them.
You can migrate a sandbox-enabled Standard application to an Enterprise application (though sandboxes aren’t supported in the Enterprise business processes).

Notes:

Sandboxes are available for block storage cubes only, not for aggregate storage cubes.
If you enable sandboxes for a cube, only Version members that belong to that cube will have the Enable Sandboxes option.
Sandboxes aren’t available for the default cubes that are created when you enable Enterprise business processes (that is, Financials, Workforce, Projects, and Capital). However, sandboxes are available to block storage custom cubes that you create in Enterprise and to the standard cubes that PBCS creates.
You can’t change the Enable Sandboxes option for existing cubes, including cubes created by default such as Plan1. So, after you enable sandboxes for a cube, you can’t later disable sandboxes for that cube. Nor can you later enable sandboxes after you create a cube if you didn’t enable sandboxes when you created the cube.

Predictive Planning for Web Integration

This update includes an integrated Web-based Predictive Planning feature. You can now perform predictive analytics directly in Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud.

Smart View users can still perform predictive analytics using the previously released Predictive Planning for Smart View.

Predictive Planning provides a statistically-robust method for helping planners create and validate their forecasts. Predictive Planning uses time-series forecasting techniques to create new predictions or validate existing forecasts that were entered into Planning using other forecasting methods. Predictive Planning creates base predictions, along with worst and best case scenarios to provide range estimates.

To predict future values:

From a valid form or ad hoc grid, select Predictive Planning from the Actions menu. Predictive Planning accesses historical data for the members on the form, analyzes the data for trends and seasonal variations, and then predicts future values based on this information.
A results area opens below the form with a chart that displays historical data, forecasts, and predictions, along with detailed information about the prediction. Use the results to compare the predicted values to your forecasted values for each member.

Info Boxes compare the growth rates of existing forecasts to the prediction, enabling you to quickly validate forecasts. You can adjust existing forecasts, or paste the predicted data into a scenario on the form.

Related Content: Financial Reporting Web Studio

Related content in Financial Reporting Web Studio allows designers to set up links to Financial Reporting documents and custom URL links. A user, when viewing a report in HTML in the Explore Repository, can drill into a related content link and execute the linked report or URL. Related content is supported in dynamic and snapshot reports and books.

Hide Grid Lines in Financial Reporting Web Reports

When you create a grid in Financial Reporting Web Studio in grid properties, you can select to hide the grid lines in HTML Preview

Add a Filter to Repository Items

You can filter the types of objects displayed in the Financial Reporting Web Studio repository panel. For example, you could select to display only reports, saved grids, saved images, saved charts, row and column templates, and so on.

Removal of Support

Oracle is committed to providing a simple and intuitive experience to the users of the service. To achieve this goal, service components are updated on a periodic basis. This section indicates upcoming major changes. Please send any questions and concerns you have to Oracle using the Provide Feedback option in the service.

Standard Interface (Enterprise Planning and Budgeting Cloud Workspace)

This change affects Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, 2016 only.

The simplified interface, an option available in the service since November 2014, will be established as the standard across the service. As a result, the current Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, will be discontinued starting the December 2017 update (one year from this update).

Starting with the December 2017 update, all service functionality will be available through the Simplified Interface only. To prepare for this change, have your users familiarize themselves with the Simplified Interface using the following information sources:

Accessing the Service for steps to access service.
Working with Planning for Oracle Planning and Budgeting Cloud for information on completing Planning tasks.
Administering Planning for Oracle Planning and Budgeting Cloud for information on performing Planning Administrative tasks.

Financial Reporting Studio Desktop Client

Financial Reporting Web Studio, a component available in the service since March 2016, will be established as the only tool for designing and building reports. As a result, Financial Reporting Studio desktop client support will be fully transitioned to Financial Reporting Web Studio, tentatively starting May 2017. With the May 2017 update, Financial Reporting Studio desktop client will no longer be distributed.

Migration Information

Migration information that was previously available in Migrating Planning Applications for Oracle Planning and Budgeting Cloud has been reorganized, which causes existing bookmarks to fail with the page not found error. Updated migration information is now available from the following sources:

Chapter 9: Migrating an On-Premises Planning Application to Oracle Planning and Budgeting Cloud in Using Oracle Planning and Budgeting Cloud.
Chapter 4: Replicating an Oracle Planning and Budgeting Cloud Instance in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.
Scenario 6: Clone a Service Instance in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

Defects Fixed

Defect Number	Description
25092185	Graphs now correctly display negative numbers.
25077504	Calculation Manager now correctly displays members of aggregate storage cube dimensions.
25067869	For Enterprise Planning and Budgeting business processes, you are no longer able to enable seeded dimension for Workforce seeded reporting cube from the Dimension Editor. This is a change to the current behavior.
25034076	Conditional formatting of shared members works as expected in Financial Reporting.
25028819	Performance improvements were made to the data upload and download process using the EPM Automate Utility.
24977545	You are no longer able to move seeded members under a custom member using the Cut/Paste options available in the Dimension Editor. This is a change to the current behaviour.
24964523/ 24848140	You no longer receive the getDimIndex(30): The specified DimID is not in the dim cache error when opening a multi-currency form in Smart View for Office.
24957168	Financial Reporting PDF output now includes all members from a Page dimension that is set to print additional reports to the same page.
24956560	While entering data, you are now able to use & (ampersand) character in text cells.
24945851	The Clear Cube process now correctly clears partial data when you select the physical delete option to clear data from aggregate storage cubes.
24919232	In Smart View for Office, you can now drill down in Attribute dimension even if zero suppression is enabled for rows.
24843189	In the Simplified Interface, you are now able to use the XLS button to open Financial Reporting reports that contain prompts in rows or columns.
24834209	In the Simplified Interface, when running a Financial Reporting report, you are now able to select top-level parent members in the hierarchy.
24825917	Financial Reporting reports that are exported to Excel now accurately display dates.
24797214	You no longer receive the ORA-00040 error when running the operation to maintain Data Management data tables.
24796701	You are now able to cut and paste a dimension member to the top-level member.
24928933	You are no longer able to use plan element dimension in Financials business process as custom dimension for other Enterprise Planning and Budgeting business processes, for example, for Workforce.
24734631	Financial Reporting reports that are exported to Excel now maintain the data format of non-numeric data such as Smart Lists, text, and dates.
24713909	You are now able to prevent the display of full user names by selecting No as the value of the Display Users' Full Names option in Advanced Settings.
24696017/ 23760031	You no longer see menu items in English when you connect to Spanish-localized service instances using Internet Explorer.
24682762	Financial Reporting expansions now work as designed.
24515780	When expanding reporting currencies in Smart View for Office, you no longer receive the Duplicate Aliases cannot be resolved. Ambiguous reference to resource Resource CAD error.
24501100	In the Simplified Interface, Repository folders now list only the Financial Reporting reports that are stored in the folder.
24445337	Business rules are now run every time you save forms for which the RunOnSave option is set.
24326392	You are now able to maximize forms in the Simplified Interface accessed using Internet Explorer.
24310122	When running Financial Reporting reports you no longer receive the Unable to load the data entry form as the number of data entry cells exceeds the threshold error.
24287051/ 24349496	Cell Text Values in Planning forms now display correctly when the form is accessed using Internet Explorer Version 11.
23735825/ 23518153/ 23522017	The Finnish translation of the label Refresh has been changed to accommodate the context in which the label is used.
23564831	When trying to delete a member, you no longer receive the java.sql.SQLIntegrityConstraintViolationException: ORA-02292: integrity constraint ... violated - child record found error.
23507324	Performance has been streamlined to quickly finish the report selection process when setting up related content in Financial Reporting Studio desktop client.
23263015/ 23295189	Functions nested within @RETURN messages are now displayed when business rules are run from Web forms.
22587906	Grid and segment properties are now correctly displayed in Simple forms accessed from the Simplified Interface.
21197536	Data is now correctly aligned in Planning forms.
20980101	The Job Console in the Simplified Interface now displays jobs run by all users.
20679914	You are now able to change the current form associated with a menu item.
20457303	Financial Reporting reports now retain formatting options even when the Suppress Missing option is set for the report.
19904678	You are now able to insert up to 2000 text characters in input cells of Planning forms.

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2016