Oracle Planning and Budgeting Cloud 2018

Document History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Update Version	Notes
29 NOV 2018	December 2018 Update	Delivered new features in December 2018 update.
25 OCT 2018	November 2018 Update	Delivered new features in November 2018 update.
27 SEP 2018	October 2018 Update	Delivered new features in October 2018 update.
30 AUG 2018	September 2018 Update	Delivered new features in September 2018 update.
26 JUL 2018	August 2018 Update	Delivered new features in August 2018 update.
13 JUL 2018	July 2018 Update	Revised July 2018 update.
24 MAY 2018	June 2018 Update	Delivered new features in June 2018 update.
26 APR 2018	May 2018 Update	Delivered new features in May 2018 update.
28 MAR 2018	April 2018 Update	Delivered new features in April 2018 update.
02 MAR 2018	March 2018 Update	Revised March 2018 update.
01 FEB 2018	February 2018 Update	Revised February 2018 update.
04 JAN 2018	January 2018 Update	Revised January 2018 update.

December 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
29 NOV 2018		Created initial document.

Oracle Planning and Budgeting Cloud, December Update

This document outlines the upcoming Oracle Planning and Budgeting Cloud update.

Announcements

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 23:00 UTC (15:00 PST) on Friday, December 7, 2018 and to your production environment on Friday, December 21, 2018, also starting at 23:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on December 7, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

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

Please Join Oracle Cloud Customer Connect

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

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility, which includes the getdailymaintenancestarttime command, is available with this update. You use this command to display the Coordinated Universal Time (UTC) at which the daily maintenance of the environment is scheduled to start.

You must install this version of the utility to use the new command.

Key Resources

Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Toggle Between HTML and PDF Report Output

A new reports drop-down list for HTML Preview or PDF Preview enables you to toggle between HTML and PDF output. When a report is expanded in HTML and then previewed in PDF, the expanded report is displayed in PDF. The report maintains the expanded members if you switch back to HTML view.

Key Resources

Viewing and Updating Dynamic Reports in Working with Planning for Oracle Planning and Budgeting Cloud

HsSetValue Accepts Additional Data Types

The HsSetValue function can now be used to set values from cells with Smart List, text, or date formats.

Key Resources

HsSetValue in Working with Oracle Smart View for Office

Data Management Dimension and Attribute Column Enhancements

Dimension and attribute columns can now accept a maximum of 300 characters. Formerly, the dimension column accepted a maximum of 80 characters, attribute columns 1-7 accepted a maximum of 70 characters, and attribute columns 8-14 accepted a maximum of 20 characters.

In addition, you can now import values into a maximum of 40 attribute columns. Formerly, you could only import a maximum of 14 attribute columns.

System Maintenance Task Options Enhancements

The Maintain FDMEE Data Tables option has been renamed to Maintain Data Tables by Application.

The new Maintain Data Table by Location option allows you to delete data for a specific location by period or category. You can still delete all locations for a target application by using the Maintain Data Tables by Application option.

A new Maintain Setup Data option has been added so that you can view and delete an orphan row or invalid data that cannot be accessed or deleted from the user interface. This data may include an orphan row from an import format, location, or data load rule. It can also include a duplicate row, or a Cloud user id or password defined for a local target application.

Key Resources

Administering Data Management for Oracle Enterprise Performance Management Cloud

Work with Advanced Data Maps in Strategic Modeling

In Strategic Modeling, when mapping from multiple dimensions to a single dimension, for example from Years and Period in Planning to Time in Strategic Modeling, on the Edit Data Map page, you can now delete source combinations you no longer need. Deleted source combinations will not be automatically populated again if you return to the Edit Data Map page. If you later want to see the deleted source combinations, click the new Populate Detailed Mappings button. The Edit Data Map page is updated to show all possible source combinations.

Key Resources

Defining Advanced Data Maps in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

Smart View Support for Dashboards

You can now open Oracle EPM Cloud dashboards in Oracle Smart View for Office.

Dashboards give you an overview to key information and let you change and save data. When you open a dashboard in Smart View, a new Excel workbook is launched with each dashboard object displayed in a separate worksheet. Chart objects are displayed in grid format. Only grid and chart objects are supported; other dashboard objects are ignored.

Key Resources

Dashboards in the Oracle Smart View for Office User's Guide

Enterprise Planning and Budgeting Cloud Only

Create Custom Depreciation and Amortization Methods

In the Capital business process, you can now define custom depreciation and amortization methods. Capital now provides a Smart List entry called Custom. You can define a business rule to calculate depreciation or amortization as needed for your business, and then associate the new business rule with the Custom Smart List entry.

Key Resources

Creating a Custom Depreciation or Amortization Method in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

Upcoming Changes

Ability to Create New Composite Forms

To allow customers more time to adapt and move from composite forms to dashboards, Oracle has decided to defer the removal of the ability to create new composite forms (forms that comprise multiple simple forms) to a future update in 2019. After this update all existing composite forms can still be edited and used. This change impacts only the creation of new composite forms in the service. Oracle will notify you at least two months prior to the removal of the feature.

All customers are advised to use dashboards in place of composite forms. No more enhancements will be made to the composite forms functionality.

Classic Dimension Editor

With a view to allowing customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle has decided to defer the removal of support for Classic Dimension Editor to a future update in 2019. Oracle will notify you at least two months prior to the removal of the feature.

Proposed Changes to Application-Level Access Control

Using Groups created in Access Control, EPM Cloud supports application-level access control for planning, consolidation and close, tax reporting, and Oracle Enterprise Data Management Cloud applications. In addition to the custom groups created in Access Control, access control screens list predefined identity domain roles (Service Administrator, Power User, User and Viewer) as groups.

Pre-Defined Roles and Groups in Forms Access Control Screen

With a view to simplifying security across EPM Cloud and to ensure that application-level access control can be seamlessly migrated across environments, Oracle plans to remove the ability to display predefined roles as groups in access control screens. After this change, you will no longer see predefined roles listed when you search for groups in access control screens.

NOTE: The proposed change will not affect how you create and manage groups or use them for application-level access control.

Before making this change, Oracle wants to evaluate the impact, if any, that the proposed change will have on your environments. If you are concerned that the proposed change will affect your environment, please create a service request explaining your use case.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

Considerations

Removal of Block Storage Cube Runtime Statistics

Starting in Release 19.02, run time statistics for Block Storage (BSO) cubes will no longer be available in the Database Properties module of Calculation Manager.

November 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
25 OCT 2018		Created initial document.

Oracle Planning and Budgeting Cloud, November Update

This document outlines the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, November 2, 2018 and to your production environment on Friday, November 16, 2018, starting at 23:00 UTC (15:00 PST). The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on November 2, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the following new commands

addUsersToGroup, which adds a batch of users to an existing group in Access Control using an ANSI or UTF-8 encoded Comma Separated Value (CSV) file that was uploaded to the environment.
removeUsersFromGroup, which removes users listed in an ANSI or UTF-8 encoded CSV file from a group maintained in Access Control.

Additionally, this version includes enhancements to the following commands:

assignrole: this command has been enhanced to provision users with roles belonging to a planning,consolidation, tax reporting, or data management application.
unassignrole: this command has been enhanced to revoke the application roles granted to a list of users identified in a CSV file.
provisionreport: this command has been enhanced to, optionally, generate a Provisioning Report (.CSV format) that lists only the users who are assigned the Identity Domain Administrator role. This command has also been enhanced to, optionally, create a simplified version of the Provisioning Report, which lists only the pre-defined roles and inherited application roles to which users are assigned. By default, this command now generates the classic Provisioning Report, which lists component roles that are subsumed into the pre-defined roles.

NOTE: In a future update, Oracle will make the simplified Provisioning Report as the default report that is generated from Access Control as well as using the provisionreport command. You will still be able to create the classic Provisioning Report using this command.

Key Resources

Command Reference in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Improved Performance While Uploading and Downloading Files

This update features improved performance while processing large files using the following EPM Automate commands:

copyfilefrominstance
downloadfile
uploadfile

Key Resources

EPM Automate Utility commands in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

New Data ID Column in Planning Metadata Extraction

In the 18.09 update, a new column, named Data ID, was added to the metadata extract process as a part of the changes for daily maintenance optimization. The Data ID column is a required field and cannot be turned off.

For adding new members, this field may be left empty so that the system generates and assigns a Data ID. For existing members, do not alter the current value. Please adjust your processes to take into account this new field.

New Version of Oracle Smart View for Office

Oracle Smart View for Office 11.1.2.5.810 will be available in November 2018. This version includes new features such as:

Drill-Through to Excel Sheets from EPM Cloud
Attaching Files to Cells in Forms and Ad Hoc Grids
Additional Information Added to Health Check
Support for Oracle Sales Planning Cloud

This release also fixes a number of defects.

The Smart View 11.1.2.5.810 Readme, available on the Help Center, will contain a complete list of features and defects addressed in this version. You must install this version to ensure access to the new functionalities.

Key Resources

Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Users

Pushing Data Between Strategic Modeling and Planning Using Data Maps

You can push data between Strategic Modeling and Planning using data maps and Smart Push. Data maps and Smart Push provide an easy-to use interface that automatically maps same-named dimensions and members and allows you to define the mapping between other dimensions and members. You can define complex mappings from one dimension to multiple dimensions. Similarly, you can define mappings from multiple dimensions to one dimension. It includes a Microsoft Excel template to further simplify setting up detailed mapping.

You can define data maps that push data:

From a Strategic Modeling model or consolidation to a Planning cube.
From a Planning cube to a Strategic Modeling model.

Advanced options let you define complex mappings to or from multiple dimensions to or from a single dimension and between members with different names. These advanced data map options are available only if Strategic Modeling is enabled and is a source or target in the data map.

Key Resources

Pushing Data Between Strategic Modeling and Planning Using Data Map in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

Improved Search for Forms, Dashboards, and Infolets

Search functionality is now more intuitive when you search for forms, dashboards, and infolets. Before, Search displayed artifacts in context of their folder structure. Now, you can toggle between searching for these artifacts using a flat view or a hierarchical view:

View Selector options

User Preferences Changes

Starting with the September 2018 update, user preferences for many aspects of the application were integrated into a new central framework in the Simplified Interface.

NOTE: To set all user preferences, from the Home page, you now click Tools, and then User Preferences.

From User Preferences, you can set your profile picture, select members for user variables, set preferences for ad hoc options and printed reports, and so on.

Specifically, these preference settings were previously accessed as described here:

User Preferences Changes

Preference	Navigation Path Before the September Update
Setting your profile photo	Click Navigator, and then under Create and Manage, click Preferences. Click the Display Options tab. Under User Image, browse to the image file.
Your time zone	On the Home page, click Application. Click Settings.
Your language	Planning formerly honored only the browser locale. Previously, there was no Language setting in User Preferences.
Which alias table to use	On the Home page, click Application, and then Settings. Under Alias Setting, select an alias table.
How member names and aliases are displayed	On the Home page, click Application, and then Settings. Under Alias Setting, select an alias table. From Member Name/Alias Display, select how you want member data to display in the application.
Approvals options	On the Home page, click Application, and then Settings. Under Approvals, set your preferences.
Setting an out of office message	Click Application on the Home page, and then the Settings tab . Under Approvals, click I am currently out of the office. From Action, select an action.
Setting whether consolidation operators are displayed	From the Navigator, under Create and Manage, click Preferences. Click Display Options, and then Other Options.
Setting how numbers are formatted	On the Home page, click Application, and then Settings.
Setting how members are indented on the page	From the Navigator, under Create and Manage, click Preferences. Click Display Options, and then Page Options.
Setting how dates are formatted	On the Home page, click Application, and then Settings.
Setting up email for notifications	On the Home page, click Application, and then Settings. Under Notifications, select which items you want to be notified about.
Setting ad hoc options	From within an ad hoc grid, click Actions, and then Ad Hoc Options.
Selecting members for user variables	On the Home page, click Tools. Click Variables. Click the User Variables tab. NOTE: Administrators used to create user variables by selecting Variables under Create and Manage in the Navigator. Now administrators create user variables by clicking Tools, then Variables, and then the User Variables tab.
Setting your report preferences	Wasn’t available as a user preference setting.
Setting your preferences for how forms and their data are printed as PDF files	With a form open, click the Data tab, and then Print. Select the print options that you want.
Setting the reporting currency	For multicurrency applications: From the Navigator, under Application, click Settings. Set the reporting currency.

Key Resources

Setting Your Preferences in Working with Planning for Oracle Planning and Budgeting Cloud

REST APIs for Managing Users

You can now use REST APIs to perform these user management-related operations:

Add users to a group
Remove users from a group

Key Resources

Managing Users in REST API for Oracle Enterprise Performance Management Cloud

New Expression Types in Data Integration

In this update, new expressions have been made available in the import format. Expressions operate on the value that is read from the import file.

New target dimension expression types include Copy Source value, Prefix, Suffix, Substring, Replace, Default, Rtrim, Ltrim, Rpad, Lpad, Constant, Conditional, Split, and SQL.

Using import expressions you can transform the source value read from file to target dimension values to be loaded to target application. These expressions can be used instead of member mappings for performing simple data transformations. For large data sets using import expressions for transformation will improve the data load performance.

The new expressions can be defined only using Simplified user interface. They will not be made available automatically in Data Management.

Key Resources

Administering Data Integration for Oracle Enterprise Performance Management Cloud

New Aggregate Storage Functions in Calculation Manager

The following Aggregate Storage functions have been added to Calculation Manager. These functions filter the shared and dynamic members from the Point of View (POV). The functions can be used in the POV of an Aggregate Storage custom calculation or allocation.

@FilterDynamic(Dimension Name, Member Name) removes all dynamic members from the list of members
@FilterShared(Dimension Name, Member Name) removes all shared members from the list of members
@FilterSharedAndDynamic(Dimension Name, Member Name) removes all dynamic and shared members from the list of members

Key Resources

Creating a Point of View Component in Designing With Calculation Manager for Enterprise Performance Management Cloud

New Design-Time Prompt Functions in Calculation Manager

The following design-time prompt functions have been added to Calculation Manager:

@IsAncest returns true if the specified ancestor member is an ancestor of the child member.
@IsChild returns true if the specified child member is a child of the specified parent member.

Key Resources

Designing With Calculation Manager for Enterprise Performance Management Cloud

New Custom Function in Calculation Manager

The @CalcMgrDateTimesToExcel function, which converts multiple dates in YYYYMMDDHHMMSS format to Excel dates, is now available in Calculation Manager.

Key Resources

@CalcMgrDateTimesToExcel in Designing With Calculation Manager for Enterprise Performance Management Cloud

Ability to Enter Hex Values to Customize Font Colors in Financial Reporting Reports

You can now enter hex values to customize the font color for text objects in Financial Reporting reports. You enter hex values (without the prefix) in the text editor in Financial Reporting Web Studio. Hex values can be entered in both the short RGB format and the long RRGGBB format.

Key Resources

Defining the Font Color for Text in Designing With Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

Upcoming Changes

Classic Dimension Editor

Ability to Create New Composite Forms

All customers are advised to use dashboards in place of composite forms. No more enhancements will be made to the composite forms functionality.

Proposed Changes to Application-Level Access Control

Pre-defined Roles and Groups in Forms Access Control Screen

With a view to simplifying security across EPM Cloud and to ensure that application-level access control can be seamlessly migrated across environments Oracle plans to remove the ability to display predefined roles as groups in access control screens. After this change, you will no longer see predefined roles listed when you search for groups in access control screens.

NOTE: The proposed change will not affect how you create and manage groups or use them for application-level access control.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

October 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
27 SEP 2018		Created initial document.

Oracle Planning and Budgeting Cloud, October Update

This document outlines the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, October 5, 2018 and to your production environment on Friday, October 19, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on October 5, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the renameSnapshot command, which enables you to rename a snapshot available in an environment to prevent the maintenance process from overwriting it. Customers who have small applications can use this command to archive snapshots in the environment subject to snapshot retention policies.

This version also includes updates to the rundailyMaintenance command, which has been enhanced to take skipNext as a new optional parameter. This parameter allows you to skip the next occurrence of the daily maintenance process. Use this parameter to prevent the daily maintenance process from interfering with long running ad hoc processes of unknown duration that you execute in an environment.

Key Resources

Command Reference in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Overview of the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Support for Dashboard Task Type in Task Lists

You can now add a Dashboard task type to task lists. To add a dashboard task to a task list, click the Navigator icon, and then under Create and Manage, click Task Lists. When you select the Dashboard task type, you must select a dashboard and specify task information. This task type is accessible only in the Simplified Interface.

Key Resources

Adding Tasks to Task Lists in Administering Planning for Oracle Planning and Budgeting Cloud

New Functions in Calculation Manager

The @CalcMgrDatesToExcel custom functions has been added to Calculation Manager. This function converts multiple dates in YYYYMMDD format to Excel dates.

Key Resources

@CalcMgrDatesToExcel in Designing With Calculation Manager for Enterprise Performance Management Cloud

New Server Setting in Financial Reporting Web Studio

A new server setting, "Export to Excel Using Default Sheet Name", controls Excel sheet names upon export. When set to false, the sheet name uses the Financial Reporting report name. When set to true, the sheet name uses the Excel default name (Sheet1, Sheet2, etc.)

Key Resources

Managing Server Settings in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

Support for Master-Detail Relationships Between Forms in a Dashboard

You can now design dashboards that support master forms and objects with details. When you tag a form in a dashboard as master, the selection of members in the master form filters to the members in the target objects, and the target objects show only the details that are relevant to the members selected in the master form.

To create a dashboard containing a master form and target objects:

Create a new dashboard or open an existing dashboard that has at least one form and one or more target objects.
Ensure the dashboard is in designer mode by clicking Actions, and then clicking Edit.
Select the form on the dashboard that you want to designate as master, click the Settings icon for that form, and then select Tag as Master.

To filter the data in the target forms or charts that is relevant to the data in a master form, right-click the relevant data in the master form and select Apply Context.

Key Resources

Creating Dashboards Containing Master Forms and Details in Administering Planning for Oracle Planning and Budgeting Cloud

Improved Daily Maintenance Performance and New Application Setting

This update introduces a new application setting which improves automated maintenance window (AMW) performance.

Prior to this update, the daily maintenance backup would perform a data export of the Essbase data plus the Planning member-driven Smart List intersections with their corresponding text labels. Thus for high volume data customers, the hour-long daily maintenance process was not long enough to complete a full data export.

Due to optimization done in 18.10, daily maintenance no longer needs to export member driven Smart Lists. The backup generated during the daily maintenance process now creates a snapshot where the data can be used to clone an environment.

New application setting: Export Planning Smart List data during AMW

No—Creates a complete application backup during the maintenance process, such that data can be used as part of a full restoration
Yes (default)—Performs a complete export, such that data can be incrementally imported to an application (this option may lengthen the maintenance process duration)

If you need to perform an incremental (or selective) data load, then keep the default option (Yes) to perform a complete export during the maintenance process, including the Planning Smart List data.

NOTE: If No is selected, the data portion of the backup does not have Planning Smart List data, so using the backup to perform incremental (or selective) data load can lead to data loss.

Key Resources

Setting Service Maintenance Time in Administering Planning for Oracle Planning and Budgeting Cloud

Upcoming Changes

Ability to Create New Composite Forms

All customers are advised to use dashboards in place of composite forms. No more enhancements will be made to the composite forms functionality.

Classic Dimension Editor

Proposed Changes to Application-Level Access Control

Pre-defined Roles and Groups in Forms Access Control Screen

NOTE: The proposed change will not affect how you create and manage groups or use them for application-level access control.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

September 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
30 AUG 2018		Created initial document.

Oracle Planning and Budgeting Cloud, September Update

This document outlines announcements in the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, September 7, 2018 and to your production environment on Friday, September 21, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on September 7, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Provisioning Changes to Simplify Role Usage

The following changes that affect provisioning are included in this update.

Only the identity domain users who are assigned to a predefined role (Service Administrator, Power User, User, and Viewer) can log into service environments.
Users who are not assigned to predefined roles but were previously assigned to groups in Access Control will no longer be able to sign into the environment.
Only users who are assigned to predefined roles can be added as group members in Access Control.
Users who are not assigned to predefined roles cannot be added to groups using the importSnapshot EPM Automate command.
Users who are not assigned to predefined roles cannot be assigned Access Control privileges (Read, Write, Execute) on application artifacts.
The Provisioning report will show only the users who are assigned to predefined roles.
Users who are not assigned to predefined roles are not included in the comma separated value file that results from exporting the Provisioning Report.
Exports using Migration will not export (in Groups.CSV content of group membership) users who were not provisioned with predefined roles but were assigned to groups in Access Control.

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the following commands:

addUsers, which creates a batch of users in an identity domain using an ANSI or UTF-8 encoded Comma Separated Value (CSV) file that was uploaded to the environment.
assignRole, which assigns a predefined identity domain role to all the users included in an ANSI or UTF-8 encoded CSV file that was uploaded to the environment.
removeUsers, which deletes the identity domain user accounts identified in an ANSI or UTF-8 encoded CSV file that was uploaded to the environment.
unassignRole, which removes one role currently assigned to the users whose email IDs are included in the ANSI or UTF-8 encoded CSV file that is used with this command.

Key Resources

Command Reference in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

REST APIs for Managing Users

You can now use REST APIs to perform these user management-related operations:

Add users to an identity domain
Assign users to predefined roles
Remove users' role assignment
Remove users from an identity domain

Key Resources

Provisioning and Deprovisioning of Users in REST API for Oracle Enterprise Performance Management Cloud

System Settings and Defaults Moved to Application Settings in the Simplified Interface

In a further effort to simplify how you manage administrator settings, administrators can now define all application settings and system defaults in one place in the Simplified Interface. For example, from the Home page, select Application, and then Settings to set email options, assign an owner to an application, or to enable currency options.

Previously, these settings were accessed from the Navigator menu on the System Settings and Defaults page. Starting with this update, the System Settings and Defaults link has been removed from the Navigator menu.

Key Resources

Managing Application and System Settings in Administering Planning for Oracle Planning and Budgeting Cloud

Unified User Preferences

As an end user, you can now set your preferences for many aspects of the application in a comprehensive, integrated framework in the Simplified Interface. For example, from the Home page, select Tools, and then User Preferences to set your profile picture, select members for user variables, set preferences for ad hoc options and printed reports, and so on. The preferences you set override your administrator’s settings, and persist across sessions. However, you can always change your preferences or revert to the administrator’s settings if you want to.

The new user preferences functionality is integrated across the Planning and Budgeting platform, so you benefit from using a similar user interface across its services—for example, across Planning, Financial Close, and Tax Reporting. Before, you set preferences from different parts of the application, but now you can set all your preferences in one place.

These enhancements greatly simplify how you set and manage your preferences.

Key Resources

Setting your Preferences in Working with Planning for Oracle Planning and Budgeting Cloud

Loading Data Using an Incremental File Adapter

Data Management now includes an incremental file adapter to optimize the data load process. The new Incremental adapter compares the source data file with a prior version of the source data file and identifies new or changed records and loads only this data set. The user has the option to sort the input source data file before making the comparison or they can provide a pre-sorted file for better performance.

Key Resources

Loading Data using an Incremental File Adapter in Administering Data Management for Oracle Enterprise Performance Management Cloud

Drilling Down from Summary Members

You can now drill down from Summary level grid members and view the detail source data that make up the number.

In order to use this feature you should select the Enable Summary Drill option in Data Management. After enabling this option and loading the data with Create Drill Region option set to Yes the Drill icon will be enabled at the summary level. Drill is limited to 1000 descendant members for a dimension.

Key Resources

Registering Target Applications in Administering Data Management for Oracle Enterprise Performance Management Cloud

Enterprise Planning and Budgeting Cloud Only

Push Freeform Formula to Selected Subaccounts

In Strategic Modeling, the Account Forecast Freeform Formula page now includes an “Apply To” button that pushes down the freeform formula to selected subaccounts or children of the current account.

Key Resources

Defining the Forecast Method for Accounts in Working with Planning for Oracle Enterprise Planning and Budgeting Cloud

Performance Enhancements in Workforce Rules

This update includes performance enhancements to Workforce rules.

You also have the option to potentially improve performance by modifying a new Calculation Manager template, OWP_Fix Parallel_T, which enables you to specify your optimal dimension for the FIXPARALLEL statement.

Key Resources

Performance Considerations with Workforce Rules in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

Upcoming Changes

Proposed Changes to Application-Level Access Control

Pre-defined Roles and Groups in Forms Access Control Screen

NOTE: The proposed change will not affect how you create and manage groups or use them for application-level access control.

Ability to Create New Composite Forms

All customers are advised to use dashboards in place of composite forms. No more enhancements will be made to the composite forms functionality.

Classic Dimension Editor

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

August 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
26 JUL 2018		Created initial document.

Oracle Planning and Budgeting Cloud, August Update

This document outlines the announcements in the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, August 3, 2018 and to your production environment on Friday, August 17, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on August 3, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Incremental Export and Import Behavior Change

In the initial 18.07 update, Oracle changed the behavior of incremental export and import operations to prevent the selection of Essbase Data and a few other artifacts. Due to customer demand, Oracle reverted this change in a later 18.07 patch, which was applied to your test and production environments. The reverted behavior allows you to select all artifacts, including Essbase Data artifacts, during incremental exports and imports.

Due to this change, these artifacts can now be selected for incremental exports. These can also be imported from snapshots:

All artifacts in the Essbase Data folder located in Planning\Essbase Data
Text Values in Planning\Relational Data\Text Values
Supporting Detail in Planning\Relational Data\Supporting Detail
Cell Texts in Planning\Relational Data\Cell Texts
Account Annotations in Planning\Relational Data\Account Annotations
Attachment References in Planning\Relational Data\Attachment References
Journals in Planning\Relational Data\Journals (Oracle Financial Consolidation and Close Cloud only)

Key Resources

Exporting Artifacts and Application in Administering Migration for Oracle Enterprise Performance Management Cloud

Restrict Currency Calculations in Forms Based on Scenario Definition

For simplified multicurrency applications, a new option in Application Settings enables currency calculations in forms and batch currency rule based on the scenario definition. To select this new option, from the Navigator, click System Settings and Defaults, and then Current Application Defaults. On the Application Settings tab, select Yes for Enable currency calculation based on scenario time period.

Key Resources

Administering Planning for Oracle Planning and Budgeting Cloud
- About Simplified Multicurrency
- Setting Application Defaults

New Infolets Designer Properties Panel

A new properties panel on the right side of the Infolets Designer enables you to view and work with various properties of infolets, such as the title, subtitle, chart type, size, and so on. The properties panel displays the properties of the infolet (and its displayed view) which is highlighted by the blue border.

To view the properties panel in the Infolets Designer, from the Home page, click Infolets, and then either create an infolet or edit an existing infolet.

Key Resources

Using the Infolets Designer in Administering Planning for Oracle Planning and Budgeting Cloud

Folder Support for Dashboards and Infolets

The listing pages for dashboards and infolets now support folders. Folders enable you to assign permissions to all artifacts within a folder rather than assigning permissions to each individual artifact. The listing pages for dashboards and infolets will look and behave the same as the listing page for data (forms). All three artifact listing pages (forms, dashboards, and infolets) use the same folder hierarchy and all artifacts and folders reside under a root folder called Library.

To create a folder, click the Navigator, and then click Forms.
To assign permissions to a folder in the artifact listing, click the Actions menu associated with the folder.
To move an existing artifact into another folder, click the Actions menu associated with the artifact, click Move To, and then select the folder to which you want to move the artifact.

Search and Filter will also work for dashboards and infolets in the same way as they do for forms.

Key Resources

Concepts in Designing Dashboards in Administering Planning for Oracle Planning and Budgeting Cloud
Working with Infolets in Administering Planning for Oracle Planning and Budgeting Cloud

New Server Setting in Financial Reporting Web Studio

Run Batch With Signed On User Credentials, a new server setting, is available in Financial Reporting Web Studio. When this setting is set to true, there is no prompt for a username and password in the Batch Scheduler; instead, the batch is run with the credentials of the user who is currently signed in.

To set this property, open Financial Reporting Web Studio and select File, and then Manage, and then Server.

NOTE: You must restart the environment to enable the new setting. You can restart an environment using the resetservice EPM Automate command or by modifying the maintenance start time. If you do not restart the environment, the setting will take effect after the next scheduled daily maintenance of the environment.

Key Resources

Managing Server Settings in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud
Setting Service Maintenance Time in Getting Started with Oracle Enterprise Performance Management Cloud for Administrator
Command Reference in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Financial Reporting Studio Desktop Client

Starting with this monthly update, Oracle will stop distributing the Financial Reporting Desktop Studio installer. The command line utilities associated with Financial Reporting Desktop Studio will also be discontinued starting with the 18.08 update.

NOTE: Existing installations of the Financial Reporting Desktop Studio and command line utilities will no longer work with Financial Reporting starting with the 18.09 update.

Use Financial Reporting Web Studio instead of Financial Reporting Studio Desktop Client.

Updated Vision Sample Application

An updated version of the Vision sample application is available starting with this update. The Vision sample application helps you learn how to use Oracle Planning and Budgeting Cloud to plan, forecast, and track the financial performance of your business. The updated sample application contains these recent features in Oracle Planning and Budgeting Cloud:

INFOLETS

The sample application now supports Infolets, which provide the dashboard capability to enable data visualization. As a Service Administrator, you can create infolets for any cube to provide enhanced graphical data presentation to users using charts and texts.

ABILITY TO ENTER DATA INTO SUPPRESSED ROWS

The updated sample application allows Service Administrators to enable users to enter data in a web form for members on rows that are currently suppressed (because they have no data and the form layout option “Suppress Missing Data – Rows” option is selected).

NAVIGATION FLOWS

Service Administrators can set up connections that enable users to navigate across Oracle Enterprise Performance Management Cloud environments to create unified business process flows across multiple environments. Cross-environment navigation flows allow users of multiple EPM Cloud environments to sign into one environment, and then seamlessly navigate to others without going through additional authentication processes. Service Administrators can create mashups of artifacts from various environments into a single unified business process flow for their users. Clusters, cards, and tabs can be brought together into a single flow. These cards and tabs can contain forms, reports, and dashboards from various applications. Users will not see the clusters, cards and tabs in the process flow unless they are members of the groups to which these flows are assigned.

SMART FORMS

Three Smart Forms: one containing Excel formulas, one containing Excel functions, and one created in Smart View, are included.

REORGANIZED CLUSTERS AND CARDS THAT MATCH THE NEWEST EPM CLOUD INTERFACE

Clusters and cards in the sample application now match the current EPM Cloud interface.

Key Resources

Administering Planning for Oracle Planning and Budgeting Cloud
- Designing Infolets
- Designing Custom Navigation Flows
Working with Planning for Oracle Planning and Budgeting Cloud
- Cell Icons (information on how to enter data into suppressed rows)
- Using Your Own Excel Formulas in Planning (Smart Forms)

New Documentation on Optimizing Business Rules

Information on leveraging available Enterprise Management Cloud tools to diagnose and address performance issues with business rules is now available in the new "Optimizing Business Rules" section of Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Key Resources

Optimizing Business Rules in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
Viewing and Downloading Activity Reports and Access Logs in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Upcoming Changes

Classic Dimension Editor

To allow customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle will defer the removing support for Classic Dimension Editor to a future update. The current plan is to remove access to the Classic Dimension Editor starting with the 18.10 (October 2018) update to the service.

Ability to Create Composite Forms

To allow customers more time to adapt and move from composite forms to dashboards, Oracle will defer removing the ability to create new composite forms (forms that comprise multiple simple forms) to a future release update (January 2019 - 19.01). Oracle had previously announced that this feature will be removed in the June (18.06) update.

All customers are advised to use dashboards in place of composite forms. There will be no more enhancements to the composite forms functionality.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

Considerations

Financial Reporting User Preferences

All existing customers will be migrated to the new Financial Reporting Repository (implemented in the 18.05 update for new customers). The process does not migrate Financial Reporting user preferences.

Workaround: Each end user must manually set Financial Reporting user preferences when using the Repository for the first time.

Only for Smart View for Office with Microsoft Office 365 ProPlus

A known issue with Microsoft Office 365 ProPlus patch 16.0.10228.20051 updated through the insider slow channel prevents the use of Smart View for Office with Microsoft Office 365. This Microsoft patch was pushed to users who signed up for monthly channel updates between June 12 and June 14, 2018.

Workaround: Do not update Microsoft Office 365 with patch 16.0.10228.20051 if you are using Smart View for Office with Microsoft Office 365 ProPlus. Instead, use Microsoft Office 365 monthly channel Version 1806 (Build 10228.20080), which contains the fix for this issue.

July 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
13 JUL 2018	Financial Reporting User Preferences	Updated document. Added consideration.
28 JUN 2018		Created initial document.

Oracle Planning and Budgeting Cloud, July Update

This document outlines announcements and upcoming changes in the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, July 6, 2018 and to your production environment on Friday, July 20, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on July 6, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Key Resources

Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the copyfilefrominstance command, which copies a file from a source environment to the environment (target) from which you run the command.

This version also includes changes to the following commands to make them consistent with other file operation commands:

listfiles: now lists snapshots and files available in an environment
deletefile: now deletes snapshots and files from an environment

Key Resources

Command Reference in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Migration Export Scenarios: Clone and Incremental Export

Migration has been enhanced to differentiate two export scenarios:

Backup to create a snapshot that can be used to clone an environment, for example to migrate an application from a production instance to a test instance for troubleshooting or additional development work.

When you backup the environment, you create a snapshot of the entire environment, similar to the daily maintenance snapshot, by exporting the application with all of its data and artifacts including artifacts belonging to Document Repository, Data Management, Calculation Manager, Relational and Essbase data, and Groups and Membership.

Export to create an incremental backup of specific artifacts in an environment. Generally, you use incremental snapshots to create backups that can be used to update another environment. For example, you can export artifacts that you tested in a test environment to create an interim snapshot, which you can import into a production environment.

Artifacts that can be exported only as a part of backup operation are greyed out and cannot be selected during export.

Unavailable Artifacts for Incremental Export

Key Resources

Exporting Artifacts and Application in Administering Migration for Oracle Enterprise Performance Management Cloud

Changes to Labels and Threshold Values in Activity Report

Oracle has lowered the display threshold for the following metrics in the Activity Report to 2 seconds.Additionally, the labels of these metrics have been modified to reflect these changes.

Percentage of UI Requests over 2 Seconds
Top 30 Worst Performing User Interface Actions over 2 Seconds
Users Average Response Time by Hour

Key Resources

Using Activity Reports and Access Logs to Monitor Usage in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

New Data Integration Component in the Simplified User Interface

In addition to the standard Data Management interface, the 18.07 update provides a new, simplified interface to work with integrations in the Oracle’s Planning and Budgeting Cloud Service. The new simplified interface, called Data Integration is the front-end for all integration-related activities. Using this interface, the workflow to create mapping rules to translate and transform source data into required target formats, and to execute and manage the periodic data loading process is now streamlined and simplified.

Data Integration is featured as a new tab on the Data Exchange card under the Application cluster, or from the Navigator. It is fully embedded within the simplified interface and customers can now work with integrations as they do with other planning tasks.

Currently, Data Integration is available as a preview version only for Planning and Budgeting Cloud, Enterprise Planning and Budgeting Cloud, and Strategic Workforce Planning Cloud Service Administrators. It must be used in conjunction with Data Management to complete setup tasks such as registering source systems or target applications. Data Management is still fully supported and remains available as a menu selection under the Navigator.

Key Resources

Data Integration in Integrating with Oracle Enterprise Performance Management Cloud

The New Data Exchange Card Includes the Data Maps User Interface

The Data Maps user interface is now featured as a new tab on the Data Exchange card under the Application cluster; it can also be accessed from the Navigator. No functional changes have resulted from the Data Maps reassignment to the Data Exchange card. The Data Exchange card is available in Strategic Workforce Planning Cloud as well.

You should update custom navigation flows that point to the Data Maps card to point to the Data Maps tab under the new Data Exchange Card as soon as possible.

NOTE: The Data Maps user interface can still be accessed by launching the Data Maps card in the Application cluster. The Data Maps card will be removed from the Application cluster in a future update.

Key Resources

Defining Data Maps in Administering Planning for Oracle Planning and Budgeting Cloud

Simpler Member Selector

To select items in the Member Selector, you are no longer required to click the checkmark. You can now simply select an item by clicking on it or by selecting the checkmark as before.

Option to Show Hidden Files in the Financial Reporting Web Studio Repository

By default, hidden artifacts are not displayed in Financial Reporting Web Studio. If you need to edit an artifact that is hidden, you can now "unhide" the artifact and edit it directly in the Financial Reporting Web Studio repository.

Key Resources

Viewing Hidden Artifacts in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

Enterprise Planning and Budgeting Cloud Only

Benefits and Taxes Wizard Enhancements

In the Workforce business process, you can now input component rates and logic by period and by entity in the Benefits and Taxes wizard. You can optionally enter additional earnings, benefits, and tax rates by month, which allows you to plan for mid-year rate changes and assess their impact on compensation expenses. For example, you can account for a tax rate that changes in July.

For years configured with Quarterly or Annual periodicity, input is at the Quarterly or Yearly periods, and then the rule One Time - Copy Rates to Months is launched upon Save to copy those rates to months for those years.

Before this enhancement, compensation drivers were stored at the Entity Assumption member, which applied to all entities. So a Fringe benefit, for example, was the same for all entities. To vary the logic for different employees, you had to use different components or options and tiers. Now, using the Member Selector in the Benefits and Taxes wizard, you can select which entities to apply rates to. So, for example, you can set Fringe benefits as 10% for the Finance US entity and 12% for Sales US. You can also vary rates by period when setting up component rates and logic.

Important: Updating users must run the new rule One Time - Copy Rates to Months, which copies rates from the BegBalance member to all months. Run this rule only once, immediately after upgrading. To run this rule, on the Home page, click Rules, then All Cubes, and then select OEP_WFSC from the Cube drop-down list. Then click Launch for the rule One Time - Copy Rates to Months.

Monthly calculations enable another enhancement: a new Threshold Scope setting for a component as YTD (Year-to-Date) or Monthly. The Monthly option enables you to set rate tiers that are calculated independently each month. For example, an insurance program may apply rate tiers that start from zero each month.

In addition, you can now set rates same rates for multiple entities by using Copy Rates Across Entities rule. This rule is especially useful when a number of entities use the same rates, for example new hire salaries, additional earnings, benefits, or taxes. Before, you had to set the rates individually by entity. Now, you can copy component rates and thresholds from one entity to another section of the hierarchy by running the rule Copy Rates Across Entities. In the Member Selector, select the appropriate parent for the target entity member.

Key Resources

Administering Planning for Oracle Planning and Budgeting Cloud

Create Custom Calculation Logic in a Component

In the Workforce business process, now you can create custom calculation logic for a component’s additional earnings, benefits, or taxes. Defining your own calculations gives you great flexibility in applying conditional logic and specifying value drivers to component calculations.

For example, create a bonus calculation that applies to new hires who start in the first 6 months of a calendar year, but not for those who start in the last 6 months of the calendar year in their first year of hire. You can also base additional earnings, benefits, or taxes on a driver other than the predefined ones (for example, Flat Amount, Percentage of Salary, and so on). So, for example, you could base an additional earning such as commissions on a custom member that you create, like Revenue. To specify a member as the Value Type driver, you include it in the member formula for the component type of Custom.

Key Resources

Creating Custom Calculation Logic in a Component in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

Greater Control in Expense Timing

In the Workforce business process, you now have greater control over when component expenses occur. New One-time Pay Options for Payment Frequency enable you to specify which month an additional earning, benefit, or tax is paid. Your options depend on which Payment Terms you’ve selected for the component.

For example, if your Payment Terms is Semiannually (Calendar), and you select One-time Pay as the Payment Frequency, then the one-time payment occurs once in 6 months. For One-time Pay Options, you can then select whether the expense is paid in the first, second, third, fourth, fifth, or sixth month in the half-year. If you select Second Month, the expense would occur in the second month of the first half of the year (February) and the second month of the second half of the year (August).

Another example: if your Payment Terms is Annually (Fiscal Year), and you select One-time Pay as the Payment Frequency, then the one-time payment occurs once in the fiscal year. For One-time Pay Options, you can then select which month in the fiscal year (first through twelfth) the expense is calculated. If your fiscal year starts in July, and you select the twelfth month, the expense is added in June.

You access these new options in the Benefits and Taxes wizard, from the Workforce Configure page on the Details page for the component.

For Current Customers Only: Unless you select a One Time Pay Option, your component expenses continue to occur in the first month of your selected payment frequency.

Key Resources

About One-Time Pay Options in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

More Flexibility with Hiring Requisitions

In the Workforce business process, the salary for new hires was formerly set using Salary Defaults. Now, you can set the salary for a new hire requisition (TBH) in one of three ways:

By using the salary defaults, based on the entity defaults defined for the salary. (This option is the default and assumed if you don’t select a salary option when adding a TBH.)
By directly entering the salary rate and selecting the salary basis (for example, Monthly or Annual)
By selecting an existing salary grade

To provide more flexibility in managing the workforce expenses of temporary employees, you can now specify the start month and year and the end month and year for requisitions. The Add Hiring Requisition wizard now provides a Calendar prompt for specifying these dates. The start month and year is required, but the end month and year isn’t required. However, if you know the end date for a temporary employee, specifying it saves you from having to plan their departure using the Plan Departure rule. Calculations for their workforce expenses then begin and end with their start and end dates.

If needed, you can later change the Salary Rate, Salary Basis, Salary Grade, or the end period for a hiring requisition that you’ve added.

Key Resources

Adding Hiring Requisitions in Working with Planning for Oracle Enterprise Planning and Budgeting Cloud

Update Templates During Content Update

In the Strategic Modeling business process, for any templates provided by Oracle, changes might be applied during content update.

Key Resources

Updating Oracle Enterprise Planning and Budgeting Cloud in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

Important Information for Current Workforce Customers

This monthly update includes two new rules to support more flexibility in managing hiring requisitions: Add Requisition and Change Requisition. To make these new rules available to users, you must give users access to the rules. To do so, on the Home page, click Rules, then select the OEP_WFP cube, the new rule, and then the Permission icon.
Workforce enhancements available in 18.07 required updates to some artifacts. If you haven’t modified these artifacts, then the artifacts and features are available to you automatically with the 18.07 update. Because customized artifacts are not updated during this update, if you have made updates to these artifacts and want to take advantage of the new features, perform the steps in the appendix Updating Workforce Artifacts to Use New Features in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.
Immediately after updating the Workforce content, you must run the new rule One Time - Copy Rates to Months, which copies rates from the BegBalance member to all months. Run this rule only once, immediately after updating content. To run this rule, on the Home page, click Rules, then All Cubes, and then select OEP_WFSC from the Cube drop-down list. Then click Launch for the rule One Time Copy Rates to Months.
For components configured with the Payment Frequency set to One Time Pay: Unless you select a One-time Pay Option, your component expenses continue to occur in the first month of your selected payment frequency.

Key Resources

Updating Workforce Artifacts to Use New Features in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud

Upcoming Changes

Financial Reporting Studio Desktop Client

As announced in preceding Readiness Documents, Oracle will stop distributing the Financial Reporting Desktop Studio installer starting the 18.08 update (August 3, 2018 for test and August 17, 2018 for production environments). The command line utilities associated with Financial Reporting Desktop Studio will also be discontinued starting with the 18.08 update.

NOTE: Existing installations of the Financial Reporting Desktop Studio and command line utilities will no longer work with Financial Reporting starting with the 18.09 update.

Oracle recommends that you transition to using Financial Reporting Web Studio as soon as possible. Please send questions and concerns to Oracle using the Provide Feedback option in the service.

Classic Dimension Editor

With a view to allowing customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle has decided to defer the removal of support for Classic Dimension Editor to a future update. The current plan is to remove access to the Classic Dimension Editor starting with the 18.10 (October 2018) update to the service.

Key Resources

Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud

Composite Form Creation Capability

To allow customers more time to adapt and move from composite forms to dashboards, Oracle has decided to defer the removal of the ability to create new composite forms (forms that comprise multiple simple forms) to a future release update (January 2019 - 19.01). Oracle had previously announced that this feature will be removed in the June (18.06) update.

All customers are advised to use dashboards in place of composite forms. There will be no more enhancements to the composite forms functionality.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

Considerations

Only for Smart View for Office with Microsoft Office 365 ProPlus

Financial Reporting User Preferences

Workaround: Each end user must manually set Financial Reporting user preferences when using the Repository for the first time.

June 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
24 MAY 2018		Created initial document.

Oracle Planning and Budgeting Cloud, June Update

This document outlines announcements, upcoming changes, and considerations in the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, June 1, 2018 and to your production environment on Friday, June 15, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on June 1, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Key Resources

Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

New Version of Oracle Smart View for Office

Oracle Smart View for Office 11.1.2.5.800 will be available by mid-June. This version includes new features such as:

Move Formatting behavior enhancement to notify you of performance impact
Improved resolution on high-definition devices, such as Microsoft Surface Pro tablets
New Health Check, where you can view information about your system, and configure Smart View options and Windows Registry settings geared toward improving performance and reducing flickering

This release also fixes a number of defects.

The Smart View 11.1.2.5.800 Readme, available on the Help Center at the time of release, contains a complete list of features and defects addressed in this version. You must install this version to ensure compatibility with the June 2018 update features and to access the new functionalities.

Key Resources

Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Users

Updates to Snapshot Retention Policy

The daily maintenance process has been enhanced to prevent large accumulation of snapshots (over 150 GB) in EPM Cloud environments.

By default, the snapshots that you create through the export process or upload to an environment are stored for a period not exceeding 60 days after which they are automatically removed. Starting with this update, the daily maintenance process will automatically remove snapshots prior to sixty days, oldest first, to prevent the total size of all snapshots from exceeding 150 GB, which may adversely impact your environment. The daily maintenance snapshot, irrespective of its size, is always retained in EPM Cloud environments.

Key Resources

Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Exporting Artifacts from Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

Planning Task Types Added to the Simplified Interface

You can now select additional task types when adding tasks to task lists in the Planning Simplified Interface. These task types include:

Refresh Application
Import and Export
Copy Version
Job Console
Dimension Editor

NOTE: The Security Management, Process Management, and Form Management task types cannot be added to a task list or edited in the Simplified Interface. These task types are accessible only in desktop mode of the application.

Key Resources

Adding Tasks to Task Lists in Administering Planning for Oracle Planning and Budgeting Cloud

More Intuitive POV Bar in Dashboards

The Go arrow in the POV for dashboards (which commits changes made on the page) displays only if the user has made changes. Changes to the page display in yellow.

Execute Business Rule as a Part of the Data Management Load Process

After loading data into a Planning application, you can now use Data Management to run business rules that perform calculation, aggregation or copy data to another Plan type if business rules are registered in the target application. Business rules can be Calculation script or Groovy script.

Key Resources

Executing Business Rules When Loading Data in Administering Data Management for Oracle Enterprise Performance Management Cloud

Forms Listing as a Hierarchy in Navigation Flows Artifact Library

Forms listed within the artifact library in Navigation Flows are now displayed in a hierarchical manner.

New Smart View System Setting: Suppress Application Management Options

Some application management settings in Smart View are located near some commonly-used Smart View end user commands and may be mistakenly selected by administrators. A new system setting in Oracle Planning and Budgeting Cloud and in Oracle Enterprise Planning and Budgeting Cloud allows service administrators to configure the display of those application management options in Smart View, reducing the chance of an administrator selecting them in error.

The new system setting, Suppress Application Management Options in Smart View, is set to “No” by default. This means that these application management options—Update Application and Delete Application—are displayed in Smart View to administrators. Setting this option to “Yes” hides these application management commands. Anytime this setting is changed, administrators must refresh their Smart View connection to see the effect of the change.

To locate this new setting, click the Navigator, then select System Settings and Defaults. The Suppress Application Management Options in Smart View setting is on the System Settings tab under Advanced Settings.

Specify a Maximum Email Attachment Size When Scheduling Batches

In Financial Reporting, you can now specify a Maximum Email Attachment Size so that you can email more books using the Batch Scheduler.

Key Resources

Managing Server Settings in Designing With Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

Remove Time Stamp From File Name When Bursting Batch Reports

In Financial Reporting, you now have the option to remove the time stamp from the zip file names created by batch job outputs to external directory. This change does not apply to normal batch output in Financial Reporting.

Key Resources

Managing Server Settings in Designing With Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

Upcoming Changes

New Data Exchange Card in Oracle EPM Cloud

To facilitate easier access to Data Management features, starting with the 18.07 update, EPM Cloud will feature a new Data Exchange card in the Application Cluster. This card will launch a page from which you can access these Data Management features:

Data Maps--Launches the existing Data Maps user interface so that users can manage maps between a source application and a reporting application. No functional changes will result from the Data Maps reassignment to the Data Exchange card.
Data Integration--Launches the Integrations tab of the Simplified Interface. The Integrations tab consolidates all import/export tasks under a single tab. Formerly in the Standard Interface, integration tasks were accessed from the Data Management tab.

Classic Dimension Editor

With a view to allowing customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle has decided to defer the removal of support for Classic Dimension Editor to a future update. The current plan is to remove access to the Classic Dimension Editor starting with the 18.10 (October 2018) update to the service.

Key Resources

Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud

Composite Form Creation Capability

To allow customers more time to adapt and move from composite forms to dashboards, Oracle has decided to defer the removal of the ability to create new composite forms (forms that comprise multiple simple forms) to a future release update (January 2019 - 19.01). Oracle had previously announced that this feature will be removed in the June (18.06) update.

All customers are advised to use dashboards in place of composite forms. There will be no more enhancements to the composite forms functionality.

Financial Reporting Studio Desktop Client

Oracle is committed to providing a simple and intuitive user experience. To achieve this, Financial Reporting Web Studio, available since March 2016, will become the only environment for designing and building reports.

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in 2018, at which time, support for the Desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease. This transition is tentatively planned for the 18.09 update (September 07, 2018 for test and September 21, 2018 for production environments).

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

Software issues addressed each month will be posted to My Oracle Support.

Considerations

Reports in the Strategic Modeling Smart View Extension on 32-Bit Systems Lose Formatting

If you run the Strategic Modeling Smart View extension on some 32-bit systems, reports lose formatting and all reports open regardless of your selection.

Workaround: Grant full access rights to EPM_ORACLE_HOME\products\hsf\Client\temp.

May 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
26 APR 2018		Created initial document.

Oracle Planning and Budgeting Cloud, May Update

This document outlines announcements, defects fixed and considerations in the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, May 4, 2018 and to your production environment on Friday, May 18, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, has a new look and feel. The updates will be available on May 4, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

Key Resources

Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the runDailyMaintenance command, which enables Service Administrators to run the daily service maintenance process as needed. For example, Service Administrators can use this command to update their service as soon as a patch to an environment is available instead of waiting for the daily maintenance window.

Key Resources

EPM Automate Utility Commands in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Setting Service Maintenance Time in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Microsoft Excel Version Usage in Activity Report

The Activity Report has been enhanced to include the Microsoft Excel Versions in use and the number of users who use them.

Key Resources

Browser, Smart View, and Excel Usage Information in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Ability to Set Display Preference for Tasks

You can now set your preference for how you want your tasks displayed—in a flat view or tree (hierarchical) view. Your preference is reflected in future sessions. To set your preference, on the Home page, click Tasks.

To display your tasks using a flat view, click

To display tasks using a tree view, click

Retain Last Accessed Tab in Navigation Flow Cards

When working with cards in navigation flows that have multiple tabs or sub tabs, the last tab accessed by a user will be retained the next time the user accesses the card in the same session.

Key Resources

Configuring Cards with Tabs from Multiple EPM Cloud Subscriptions in Administering Planning for Oracle Planning and Budgeting Cloud
Adding Tabs to a Tabular Page in Administering Planning for Oracle Planning and Budgeting Cloud

Enhancements to Dashboards

Dashboards have been enhanced in several ways:

Dashboards now present a more streamlined look. For example, scroll bars aren’t displayed if they aren’t needed.
For many chart types, you can now opt to show or hide grid lines.
You can set the horizontal alignment for values in tile chart types: Left, Center, or Right.
To simplify how large currency values are displayed in tile chart types, you can now scale values. For example, select the M scaling option to display the value 123,456,789 as 123M.

Key Resources

Administering Planning for Oracle Planning and Budgeting Cloud

New Administration Mode Job Type

You can now schedule a job that will limit use of an application during backups or during a database refresh. The Administration Mode job lets you enable use of the application for Administrators only or for all users while the application is in Administration Mode.

This job can be set to run later or at intervals.

Key Resources

Scheduling Jobs in Administering Planning for Oracle Planning and Budgeting Cloud

Export and Import Level Zero Data from an ASO Cube

You can now use Calculation Manager to export and import level zero data from an ASO cube.

Key Resources

Exporting and Importing Level Zero Data from an ASO Cube in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud

Average Fragmentation Quotient Displayed in Statistics for Block Storage Applications

Calculation Manager now displays the Average Fragmentation Quotient in the statistics for Block Storage Applications.

Key Resources

Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud

Oracle Account Reconciliation Cloud Clusters and Cards as Navigation Flows Targets

EPM Cloud source subscriptions can now customize navigation flows to access Oracle Account Reconciliation Cloud clusters and cards (note that Oracle Account Reconciliation Cloud is only a target service when connecting subscriptions). Clusters and cards can now be directly selected from Oracle Account Reconciliation Cloud using the Add Existing Card/Cluster option.

Key Resources

Connecting Subscriptions in EPM Cloud in Administering Planning for Oracle Planning and Budgeting Cloud

Enterprise Planning and Budgeting Cloud Only

Self-Service Content Update

Business processes and applications may sometimes require a content update to accommodate the changes introduced during the daily maintenance of an environment. If a content update is required, Oracle creates and schedules a content update job, which, by default, will be executed 12 hours after the daily maintenance is completed.

Currently, content update start time modification is supported only for new Oracle Enterprise Planning and Budgeting Cloud and Oracle Strategic Workforce Planning Cloud subscriptions that were provisioned after March 16, 2018.

For subscriptions that were provisioned prior to March 16, 2018, content update is performed immediately after completing daily maintenance. These subscriptions will be updated for the new feature in the near future.

Key Resources

Setting Content Update Start Time in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Integrating Oracle Human Capital Management Cloud Metadata

You can now integrate Oracle Human Capital Management (HCM) Cloud metadata to use in the Workforce business process of Oracle Enterprise Planning and Budgeting Cloud and Oracle Strategic Workforce Planning Cloud. As the integration mechanism, Data Management is used to align and push metadata from the Oracle HCM Cloud to target applications and business processes in Oracle Enterprise Planning and Budgeting Cloud.

Key Resources

Integrating Oracle HCM Cloud Metadata in Administering Data Management for Oracle Enterprise Performance Management Cloud

Create an Input-Only Scenario from an Existing Scenario

In the Strategic Modeling Smart View extension, users can now create a copy of an input scenario available in the existing scenarios list.

You select the source scenario from the Scenario to copy from drop-down list in the Scenario Information screen. By default, the scenario selected in the POV determines the source scenarios listed in the Scenario to copy from list.

Key Resources

Using Scenarios in Working with Strategic Modeling in Smart View

Removal of Support

Classic Dimension Editor

For users of the Simplified Interface, effective with the June 2018 (18.06) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor, which was released with the 17.05 update (May 2017). Consequently, the Classic Dimension Editor will not be supported starting with the June 2018 update to the service (June 1, 2018 for test and June 15, 2018 for production instances).

Key Resources

Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud

Composite Form Creation Capability

The ability to create new composite forms (forms that comprise multiple simple forms) will not be available to new subscriptions effective 18.06 (June 2018 update). This change does not affect existing subscriptions. All subscriptions (even new subscriptions starting on or after June 2018) will continue to have the ability to edit composite forms. This is to accommodate scenarios where customers migrate composite forms from their on-premises deployments.

All customers should use the dashboard functionality instead of composite forms. There will be no further enhancements to the composite forms functionality.

Financial Reporting Studio Desktop Client

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

Considerations

Dashboard Folders

In a future update (tentatively planned for the June (18.06) update), Service Administrators will have the ability to organize dashboards in folders. These folders will enable Service Administrators to apply security and permissions to folders rather than to each dashboard.

Existing dashboards will be visible under the root folder in dashboards and infolets listing pages after this new feature is introduced. The form folders available in the environment will also be available for organizing dashboards because folders are shared across artifact types in Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud. All folders will be managed using a unified folder management screen.

Exporting Multiple Financial Reporting Folders

You cannot export multiple folders to a single file from the Financial Reporting Explore Repository.

Workaround: Select reports or folders individually for export, or use Migration to export multiple folders.

April 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
28 MAR 2018		Created initial document.

Oracle Planning and Budgeting Cloud, April Update

This document outlines announcements and defects fixed in the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, April 6, 2018 and to your production environment on Friday, April 20, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, has a new look and feel. The updates will be available on April 6, 2018. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Tips And Considerations

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

See Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for detailed procedures.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

Additional Charts in Activity Report

The Activity Report has been enhanced to include the following charts that help you understand the processing load in your environment:

Number of user interface requests by hour

Number of User Interface Requests by Hour

Duration of user interface requests by hour

Duration of User Interface Requests by Hour

Number of Essbase operations by hour

Number of Essbase Operations By Hour

Duration of Essbase operations by hour

Duration of Essbase Operations By Hour

CPU usage

CPU Usage

Memory usage

Memory Usage

Key Resources

See Using Activity Reports and Access Logs to Monitor Usage in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Migration and Audit Cards Moved to the Tools Cluster

Starting with the 18.04 update, the Migration card and Audit card will be moved to the Tools cluster in the Home page.

The Migration card enables Service Administrators to access and manage lifecycle management-related activities such as exporting and importing artifacts and data, working with snapshots, and viewing the Modified Since and Migration Status reports.

The Audit card allows Service Administrators to activate audit trails to track changes to artifacts and data.

Previously, these cards were included in the Application Cluster.

Key Resources

Auditing Tasks and Data in Administering Planning for Oracle Planning and Budgeting Cloud
Administering Migration for Oracle Enterprise Performance Management Cloud

Support for Subtitles in Infolets

Service Administrators can now add subtitles to infolets after the infolet header. The infolet header remains the same for all views of an infolet, but you can now add an optional subtitle which can be customized to display different text for each view of an infolet. To add subtitles to an infolet, open an infolet in the Infolets Designer and hover over the upper right corner of the infolet to view the Infolet Menu. Under Layout, select Subtitle.

Key Resources

See Using the Infolets Designer in Administering Planning for Oracle Planning and Budgeting Cloud.

Schedule Jobs to Run Hourly and By Minute

You can now schedule jobs to run in 15 minute, 30 minute, and hourly increments. Jobs scheduled to run hourly, for example, will start to run in exactly one hour. So if you set the job to run hourly and the time is currently 3:11, the job will start to run at 4:11, then 5:11, and so on.

You can set the frequency of By Minute jobs for 15 or 30 minutes. The job will start running in 15 or 30 minutes and continue to run at the selected frequency until the ending date and time; for example, if you set the job to run every 15 minutes and the current time is 3:15, the job will start to run at 3:30, then 3:45, and so on.

Jobs cannot be scheduled to run in increments smaller than 15 minutes.

Key Resources

See Scheduling Jobs in Administering Planning for Oracle Planning and Budgeting Cloud.

New Financial Reporting Explore Repository

For new subscriptions, Financial Reporting has implemented a new Explore repository, which is very similar to the existing Explore repository.

Existing subscriptions will be migrated to the new Explore repository in a near term release. The Explore repository documentation has been updated.

Key Resources

See Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.

New Design-Time Prompt in Calculation Manager

The new Calculation Manager design-time prompt, @PlanDimMember, returns a member if it is valid for the specified dimension in the specified plan type.

Key Resources

See Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

New Row and Column Suppression Behavior

Service administrators can use the Smart View Suppression Behavior option to change suppression behavior when both the Smart View No Data/Missing and Zero suppression options for rows, or columns, or both are selected.

If the Smart View Suppression Behavior option in the web application is set to:

Legacy—Only suppresses rows or columns containing either all No Data/Missing or all Zeros. Does not suppress rows or columns containing a combination of No Data/Missing and Zeros. For example, in Smart View, if both the No Data/Missing and Zero suppression options are selected for rows, and a row contains both zeroes and Missing labels, then the row is displayed; it is not suppressed.

Standard—Suppresses rows or columns containing all No Data/Missing or all Zeros, or a combination of both. For example, in Smart View, if both the No Data/Missing and Zero suppression options are selected for columns, and a column contains both zeroes and Missing labels, then the column is suppressed; it is not displayed.

Tips And Considerations

This feature was introduced with the 18.03 update.

Key Resources

For Smart View Administrators: “Setting Application Defaults” and “Setting Form Grid Properties” in Administering Planning for Oracle Planning and Budgeting Cloud.
For Smart View Users: “Data Options” and “Data Options Supported for Planning Forms and Ad Hoc” in the Oracle Smart View for Office User's Guide.

Enterprise Planning and Budgeting Cloud Only

Simplified Merit-Based Planning

In the Workforce business process, you can now set default percentage rates for merit increases and apply them to other entities. The merit increase for the year is included in the base salary calculations of that year and carried forward into the base salary for subsequent years. Planning merit rates by entities enables you to calculate salaries that include merit increases when performance ratings aren’t available. This capability also lets you plan merit rates at a more generic level than basing the merit rates on performance ratings.

To plan merit rates at the entity level, select Compensation Planning, then the the Assumptions tab, and then the Merit Rates form. Select the entity, and then enter the merit rate percentage into the new Default Merit member.

A new business rule—Copy Merit Rates— enables you to copy merit rates from one entity to other level 0 entities based on the members selected in the rule prompt. Access the rule from the Action menu on the Merit Rates form, and in the rule prompt, select the parent or child entity member whose merit rate you want to copy and the target level 0 member to copy the rate to. Selecting a source parent member enables you to easily push merit rates.

Apply to Button in Forecast Method

In the Strategic Modeling Smart View extension, the Forecast Method now includes an Apply To button for freeform formulas. Apply To enables you to apply the freeform formula to selected subaccounts and children.

Key Resources

See About Forecast Methods in Working with Strategic Modeling in Smart View.

Removal of Support

Financial Reporting Studio Desktop Client

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in 2018, at which time, support for the Desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease. This transition is currently planned for the 18.06 update (June 01, 2018 for test and June 15, 2018 for production environments).

Classic Dimension Editor

For users of the Simplified Interface, effective with the June 2018 (18.06) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor, which was released with the 17.05 update (May 2017). Consequently, the Classic Dimension Editor will not be supported starting with the June 2018 update to the service (June 1, 2018 for test and June 15, 2018 for production instances).

Key Resources

For detailed information on using the Simplified Dimension Editor, see Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud.

Composite Form Creation Capability

The ability to create composite forms (forms that comprise multiple simple forms) will not be available to new subscriptions effective18.06 (June 2018 update).

New subscriptions should use the dashboard functionality instead of composite forms. This change does not affect existing subscriptions/customers. There will be no further enhancements to the composite forms functionality.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

March 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
02 MAR 2018	Updated EPM Cloud Application Creation Page	Updated document. Revised landing page for this feature.
23 FEB 2018		Created initial document.

Oracle Planning and Budgeting Cloud, March Update

This document outlines announcements and defects fixed in the upcoming Oracle Planning and Budgeting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (14:00 PST) on Friday, March 2, 2018 and to your production environment on Friday, March 16, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, will also be available on March 2, 2018. Some of the links in this document may be available only after the Oracle Help Center update is complete.

Reminder: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. See Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for detailed procedures.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

Updated EPM Cloud Application Creation Page

The first time you log in, you'll see an updated screen displaying these Oracle Enterprise Performance Management Cloud solutions from which to choose:

Finance
Human Capital
Sales

To create an application, select Start under Finance, then select Planning & Budgeting, and then select the type of application you want to create.

The New Application Creation Page

Key Resources

For detailed application creation information, see About Creating an Application in Administering Planning for Oracle Planning and Budgeting Cloud.

Script to Generate Provisioned Users Audit Report

A script is now available to automate the process of creating an audit report for provisioned users. This report shows the users and associated roles or groups that changed since the last time the report was generated.

Key Resources

See Scenario 13: Creating Provisioned Users Audit Reports in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for detailed information.

Support for Infolets and Infolet Integration with Navigation Flows

Infolets, a new dashboard capability to enable data visualization, are now available in Planning and Budgeting and Enterprise Planning and Budgeting services. Infolets enable Service Administrators to provide enhanced graphical data presentation using charts and texts. Service Administrators can create infolets for any cube.

Infolets are interactive and use progressive disclosure to display high-level, aggregated, essential information for quick consumption at a glance. Users can act upon the information in the infolets as needed. They can be flipped and resized to display up to three charts or sets of values.

A Sample Infolet: Front and Back Views

A Sample Infolet: Expanded View

Service Administrators can create an infolets page that contains one or more infolets. Infolets page houses a container that manages the space occupied by the infolets and rearranges them depending on the size of the browser and the size of the infolets.

A Sample Infolets Page

NOTE: Not all features pictured in the preceding image are supported in this update. Oracle plans to support these features in a later update.

Service Administrators can customize the application interface to enable end users to access infolets from the Home page using the Navigation Flow Designer.

Key Resources

For more information, see Designing Infolets in Administering Planning for Oracle Planning and Budgeting Cloud.

Smart View Support for Integrated Business Process Navigation Flows

Smart View now supports integrated business process navigation flows.

Using integrated business process navigation flows, Service Administrators can configure shared connections that enable Smart View users to navigate across any combination of the supported EPM Cloud subscriptions.

Key Resources

Service Administrators: See “Connecting Subscriptions in EPM Cloud” in Administering Planning for Oracle Planning and Budgeting Cloud, for information on setting up integrated business process navigation flows.

Smart View Users: See these topics in the Oracle Smart View for Office User's Guide:

Shared Connections and Private Connections
Connecting to Data Sources
Creating Shared Connections

New Schedulable Job Type: Optimize Aggregation

The new Optimize Aggregation job generates optimized views based on collected query tracking information in an aggregated storage cube. This job has two actions:

Enable Query Tracking
Execute Aggregation Process

Key Resources

For more information, see Improving Cube Performance in Administering Planning for Oracle Planning and Budgeting Cloud.

New Server Setting in Financial Reporting Web Studio

A new property has been added to the Server Settings in Financial Reporting Web Studio. The "Maximum Number of Page Members For Excel Report" property allows you to specify the maximum number of page dimension members that can be exported to Microsoft Excel. The default value for this property is 100.

Key Resources

Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

New Video to Help You Perform Key Tasks in the Simplified Interface

To help you learn key tasks in the simplified interface, you can now watch a new video Overview: Performing Key Tasks in Planning and Budgeting Cloud's Simplified Interface (Part 1).

Key Resources

Find this video in the Planning and Budgeting Cloud playlist on the Oracle in the Cloud YouTube channel.

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

As notified through earlier Cloud Readiness documents, starting with the 17.12 update, the Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, is no longer supported. Issues reported for the Standard Interface will no longer be addressed. This change affects only Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, 2016. All these customers are expected to have a transition plan for their users to use the Simplified Interface.

Removal of Support

Classic Dimension Editor

Key Resources

For detailed information on using the Simplified Dimension Editor, See Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud.

Financial Reporting Studio Desktop Client

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in 2018, at which time, support for the Desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease. This transition is currently planned for the 18.06 update (June 01, 2018 for test and June 15, 2018 for production environments).

Defects Fixed

Begining in this update, software issues addressed each month will be posted to My Oracle Support.

February 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
01 FEB 2018	Defects Fixed	Updated document. Added descriptions of additional fixed defects: 27438587/27344152, 27415129, 27400091, 27364076, 27314175, 27313924, 27267369, 27252487/27147931, 27219924, and 27161430.
26 JAN 2018		Created initial document.

Oracle Planning and Budgeting Cloud, February Update

This document outlines the announcements and fixed issues in the upcoming Oracle Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud updates.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (14:00 PST) on Friday, February 2, 2018 and to your production environment on Friday, February 16, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, will also be available on February 2, 2018. Some of the links in this document may be available only after the Oracle Help Center update is complete.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

Announcements

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. This version includes the upgrade command, which automatically downloads and silently installs the newest version of the EPM Automate Utility. After you run the login command to initiate a session, the utility identifies the current installed version. If the installed version is not the newest available, you can run this command to download and install the latest version.

Key Resources

See EPM Automate Utility Commands in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for detailed information.

New Rules Usage Report

Business rules that are deployed in Planning can be used in forms, rulesets, menus, and task lists. You can generate a report, called the Rules Usage Report, that details where rules are used. To view rules usage, click the Navigator icon, and then under Monitor and Explore, click System Reports. Click the Rules Details tab, select filter criteria, and then choose the report’s file format. The Rules Usage Report provides the rule name, rule type, cube, and any associations (primary and secondary).

Key Resources

For more information, see “Viewing Rules Usage” in Administering Planning for Oracle Planning and Budgeting Cloud.

Expanded Simplified Audit

The Simplified audit feature has been expanded to audit additional task types. Service Administrators can now filter tasks by audit type (for example, Data, Approvals, or Clear Cell Details) in addition to filtering by date range (for example, Yesterday, or Last 60 Days, and user name. You can configure and change which tasks are tracked, and you can also export all of the records that match the filter criteria to a Microsoft Excel file.

To access the Simplified audit feature, from the Home page, click Application, and then Audit. To configure and change which tasks are tracked, click Enable Auditing. To export records to a Microsoft Excel file, click Export.

NOTE: The Simplified audit interface is evolving and is subject to change. Oracle may be changing the interface and adding, deleting, or changing audit types in future updates to the service.

Key Resources

For more information, see Auditing Tasks and Data in Administering Planning for Oracle Planning and Budgeting Cloud.

Enter Data Into Suppressed Row Members

Service Administrators can now enable users to enter data in a Planning web form for members on rows that are currently suppressed (because they have no data and the form layout option “Suppress Missing Data – Rows” option is selected).

The new Segment Properties option “Enable drop-down for dimensions” in form layout produces a Down Arrow drop-down list by a row’s unsuppressed member. Clicking the Down Arrow enables users to select other suppressed row members so they can enter data into them.

Changes to EPM Groovy Object Model Usage

Oracle has noticed that the saveMember() and delete() methods are being used in ways for which they are not intended. While many of these usages are creative and positive, some usage scenarios have caused issues for end users.

Until Oracle can find a solution for such issues, starting with the 18.03 update, saveMember() and delete() will be defined as privileged methods in EPM Groovy Object Models. As a result of making these methods privileged, only users with Administrator privileges will be permitted to use them to make metadata changes.

All customers are expected to transition from using the saveMember() and delete() methods to one of the following methods. If such a transition is not possible, please file a Service Request describing how you use these methods and why you cannot use one of the following methods. Additionally, provide some or all of the script where you use the saveMember() and delete() methods.

Member.addDynamicChild(String memberName)
Member.deleteIfDynamic()
Member.isDynamic()
Member.rename(String newName)

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

Enterprise Planning and Budgeting Cloud Only

Chart of Accounts Flexibility in Financials

The Financials business process in Enterprise Planning and Budgeting Cloud includes a robust, complete chart of accounts to get you up and running quickly. Financials also gives you the flexibility to use your own chart of accounts and still retain the benefits of the integrated Financials framework.

You choose whether to use the provided chart of accounts or your own chart of accounts when you enable features.

When you create your own chart of accounts, you can still:

Use existing forms and dashboards
Work with existing integrated financial statement
Use existing calculations, such as trend-based planning
Integrate with other business processes

Existing customers of the Financials business process are not impacted by this change.

Key Resources

For more information, see About the Financials Chart of Accounts in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.

Flexible Custom Dimension Usage in Financials

In the Financials business process in Enterprise Planning and Budgeting Cloud, you can now associate custom dimensions with any Financials feature (Expense, Revenue, Balance Sheet, or Cash Flow). When you create custom dimensions the first time you enable Financials features, you specify to which features the dimensions apply. For example, a custom dimension might apply only to Expense, or only to Revenue. After first enablement, you can incrementally associate a custom dimension with additional features. Financials offers five custom dimensions.

After upgrade, any existing custom dimensions are applicable only for Revenue. You can associate them with additional features if needed.

Key Resources

See Associating Custom Dimensions with Financials Features in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.

Configuration Enhancements for Importing Members for Financials

When configuring the Financials business process of Enterprise Planning and Budgeting Cloud for the provided chart of accounts, there are more categories and components available for importing accounts, based on the features you enabled. Categories and components provide logical groupings under which to add members.

New Delete Hierarchy Option in Strategic Modeling

In the Model view of Strategic Modeling in Enterprise Planning and Budgeting Cloud, you can now choose to delete either a single model or the entire model hierarchy. Deleting a model hierarchy deletes the parent and all of its descendants. The Delete Hierarchy option can save you time when you are restoring from a backup.

Key Resources

See Opening, Checking Out, and Deleting Models in Working with Planning for Oracle Enterprise Planning and Budgeting Cloud.

Removal of Support

Classic Dimension Editor

For users of the Simplified Interface, effective with the March 2018 (18.03) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor, which was released with the 17.05 update (May 2017). Consequently, the Classic Dimension Editor will not be supported starting with the March 2018 update to the service (March 2, 2018 for test and March 16, 2018 for production instances).

Key Resources

For detailed information on using the Simplified Dimension Editor, See Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud.

Financial Reporting Studio Desktop Client

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in early 2018, at which time, support for the Desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease. This transition is currently planned for the 18.04 update (April 6, 2018 for test and April 20, 2018 for production environments).

Defects Fixed

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

Defect Number	Description
27438587/ 27344152	In Strategic Modeling on the Web, if you create a new model from an existing model, data is now correctly scaled and the End Date and Terms are preserved in the Debt Scheduler in the Strategic Modeling Smart View extension.
27415129	In Batch Scheduling, all PDF attachments are now properly included in emails that are sent.
27400091	In the Strategic Modeling Smart View extension, when you open a model, it now correctly opens in the Account View rather than in the Income Statement.
27395453	In the Strategic Modeling Smart View extension, you can now enter values in the Debt Scheduler using the numeric keypad.
27381409	In the Strategic Modeling Smart View extension, newly added subaccounts and newly assigned dimension members now inherit free form forecast methods from their parent accounts.
27364762	In Strategic Modeling on the Web, when creating a model from an existing model, the model currency units are no longer incorrectly changed.
27364076	When adding a new plan type to the Time Period dimension, DTS functionality now works correctly.
27344441	In the Strategic Modeling Smart View extension, you can now change the forecast method for account v2190 Accumulated Depreciation.
27343201	Asymmetric grids can now be saved using Groovy business rules.
27341053	The function @CalcMgrExcelPPMT() now returns the correct result.
27338736	In the Strategic Modeling Smart View extension, you can now successfully locally save models that previously gave errors when trying to save.
27338490	In the Strategic Modeling Smart View extension, the end dates for forecast periods in the Debt Scheduler are now correctly calculated and displayed.
27334131	Refreshing a previously-saved Smart View ad hoc grid no longer causes an "invalid display POV" error.
27333146	In Strategic Modeling on the Web, custom formats in reports are now more consistent with formats in Smart View.
27331649	In the Strategic Modeling Smart View extension, when multiple cells are selected when creating a report, cell attributes now appear in the cell properties window.
27314175	The Source Value field in Data Load Mappings now has a maximum length of 80 characters instead of 75.
27313924	A validation rule with the Do Not Promote promotional path now works correctly.
27294951/ 26645082	A right-click (or Action) menu item that invokes Manage Approvals now works correctly.
27289723	In the Strategic Modeling Smart View extension, free-style reports can correctly assign a model name to a cell.
27281312	Batch scheduler reports that are set up with a bursting file now successfully send emails after they are run.
27274549	In the Strategic Modeling Smart View extension, when you delete a sheet from a freestyle report, Excel no longer shuts down unexpectedly.
27274522/ 27274520	In Strategic Modeling on the Web, in a consolidation structure where a model exists more than once, if you change the percent ownership or consolidation method for one model, the percent ownership or consolidation method is now correctly retained for the other model in the structure.
27271949/ 27266649	In Financial Reporting Web Studio, you can now successfully close the Select Members page.
27267369	Application snapshot no longer fails with the "EPMFDM-140223:EXPORT FAILED FOR SYSTEM SETTING" error.
27259806	In the Strategic Modeling Smart View extension, Analyst users can now access the Dimension Maintenance window.
27252688	Validation rules work correctly when you change the POV in a form.
27252487/ 27147931	Member formulas edited in the Simplified Dimension Editor are now validating correctly.
27239819/ 27159164	In cases where duplicate aliases exist in a hierarchy but their parent member does not have an alias, Smart View now displays the member name as the qualified name and the friendly name as the alias.
27227923	In an ad hoc grid, all members selected for a POV are retained after changing the POV member for a dimension, and then changing the alias table to “None.”
27227593	Planning users no longer get an "error executing query" when running a book if the book has a level 0 list and descendants for the book Point of View.
27223902	Annotations for approval units now display line feeds consistently, whether they’re entered from the Home page > Approvals or Navigator > Manage Approvals.
27219924	A right-click (or Action) menu item that invokes Manage Approvals now works correctly.
27218905	Smart Push is now moving negative percentage values to the reporting cube.
27206571	In Smart View, form data can be submitted without error when the “Calculate Currencies” business rule is set to “Run After Save” and the “Suppress missing blocks” option is enabled for a Planning web form.
27161430	Pushing data maps with a large amount of data no longer causes the export to fail.
27150159	When deleting a rule in a rule set, the value set for the variable is no longer incorrectly removed or changed in the rule set.
26992261	Aggregate values for Dynamic Calc parent members now are displayed correctly in forms and reports when the “Suppress missing blocks” option is selected.
26978967	In the Projects business process of Enterprise Planning and Budgeting Cloud, after changing project dates, valid periods now show up in the direct expense entry and direct revenue entry forms when you run the Refresh Project Dates rule, and invalid periods are removed.
26955559	A provider error no longer occurs when launching business rules from Smart View.
26921808	Financial Reporting Web Studio no longer times out.
26880448	The attribute dimension import duration has improved significantly.
26823196	In a Fiscal Year application, components that are to be paid based on the Calendar Year require the prior year (the year before the Plan Start Year) to be calculated, for which you need to: Open the Planning and Forecast Preparation Task from Configure screen and click Save in order for the prior year to be made available in the upgraded application UI to add rates for salary grades, earnings, benefits, and taxes and calculate expenses for existing employees for the prior year. Load rates for salary grades, earnings, benefits, and taxes for the prior year. To calculate expenses for the prior year, load data for the existing employees in the prior year (if the data doesn’t exist in the prior year), and then run the Process Loaded Data and Synchronize Defaults rules. Also, run Synchronize Defaults rule for hiring requisitions to recalculate the expenses based on calendar year for already added requisitions. These steps will calculate the compensation for the prior year (for existing employees) as well as recalculate compensation for all planning years. Also, users can now load data at any year and month, and select this year and month as values for new runtime prompts (Current Year and Current Month) when launching the Process Loaded Data rule. Doing so copies data from this year and month to all future periods in yearrange. (Previously, Process Loaded Data copied the data from the substitution variables &OEP_CurYr and &OEP_CurMnth).
26800141	Planning allows aggregating data into a parent member if the shared member for a dynamically calculated member and the parent member are displayed in the form.
26598697	Planning users no longer get an "error executing query" when running a book if the book has a level 0 list, descendants for the book Point of View, and level 0 members.
26405218	The French version of the File Selection window now shows Télécharger (Download button) and Charger (UpLoad button).
25678319	When working with user variables in Smart View, the order of the children members available for selection is now consistent with the order specified in the Planning web application.
25217541	In Smart View, hierarchy member indentation and expansion are now correctly displayed when the “Suppress hierarchy” and “Start Expanded” options are enabled in Planning.

January 2018 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	What's Changed	Notes
04 JAN 2018	Defects Fixed	Added descriptions of additional fixed defects: 27168630, 27104233, 26969009, and 26386077.
22 DEC 2017		Created initial document.

Oracle Planning and Budgeting Cloud, January Update

This document outlines the announcements and fixed issues in the upcoming Oracle Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud updates.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC-8 (2:00pm Pacific Time) on Friday, January 5, 2018 and to your production environment on Friday, January 19, 2018, also starting at 22:00 UTC-8. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center, which provides access to updated documentation, will also be available on January 5, 2018.

Please Join Oracle Cloud Customer Connect

https://cloud.oracle.com/community

Give Us Documentation Feedback

Announcements

Relocate EPM Cloud Environments from One Identity Domain to Another

Oracle Cloud Account Administrators can now move an environment from its current identity domain to another. Unifying multiple EPM Cloud environments under one identity domain helps simplify user management and single sign-on configuration. It also supports seamless cross-environment navigation.

Oracle Cloud Account Administrators may relocate an environment from its current identity domain to another if the target identity domain is provisioned to the same customer account and is in the same data center.

In addition to requesting the relocation of instances from My Services, additional service environment-specific tasks must be completed.

NOTE: You can relocate an environment only if it was provisioned after May 1, 2016. Environments that were provisioned before this date cannot be unified to use one identity domain.

See Relocating an EPM Cloud Environment to a Different Identity Domain in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for more information.

New Schedulable Job Types that Improve Cube Performance

You can now schedule jobs that improve cube performance. These jobs include:

Restructuring a block storage cube
Compacting the outline file of an aggregate storage cube
Merging incremental data slices of an aggregate storage cube

For more information, see Improving Cube Performance in Administering Planning for Oracle Planning and Budgeting Cloud.

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

EPM Getting Started Guides

Starting with the December update (17.12), Service Administrator and end user “getting started” information for all EPM Cloud Services is available from these new guides:

Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Getting Started with Oracle Enterprise Performance Management Cloud for Users

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

Using Oracle Planning and Budgeting Cloud
Getting Started with Oracle Financial Consolidation and Close Cloud
Getting Started with Account Reconciliation Cloud for Administrators
Getting Started with Oracle Profitability and Cost Management Cloud for Administrators
Getting Started with Oracle Tax Reporting Cloud
Getting Started for Administrators for Oracle Enterprise Performance Reporting Cloud

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

Getting Started with Account Reconciliation Cloud for Users
Getting Started with Oracle Profitability and Cost Management Cloud for Users
Getting Started for Users for Oracle Enterprise Performance Reporting Cloud

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

NOTE: Oracle Enterprise Data Management Cloud content is documented in several common Enterprise Performance Management Cloud guides. The service will be available in early 2018.

Removal of Support

Classic Dimension Editor

For users of the Simplified Interface, effective with the February 2018 (18.02) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor, which was released with the 17.05 update (May 2017). Consequently, the Classic Dimension Editor will not be supported starting with the February 2018 update to the service (February 2, 2018 for test and February 16, 2018 for production instances).

For detailed information on using the Simplified Dimension Editor, See Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud.

Financial Reporting Studio Desktop Client

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in early 2018, at which time, support for the Desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease. This transition is currently planned for the 18.04 update (April 6, 2018 for test and April 20, 2018 for production environments).

Defects Fixed

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

Defect Number	Description
27258924	In the Strategic Modeling Smart View extension, you no longer receive an error message when you use special characters (such as a bracket) when you rename Related Accounts using Find/Replace.
27240449	In the Strategic Modeling Smart View extension, you can now change an account from a User Defined Account (UDA) to one calculated by a formula without introducing errors in the data cell.
27239122	In Strategic Modeling on the web, Audit Trail now works from within a report in a model that has a custom dimension.
27236797	Batch scheduler emails now work as designed.
27234933/ 27234818/ 27147785/ 27130581	In Strategic Modeling on the Web, child members can now be in more than one hierarchy and have the model retain unique model characteristics in each hierarchy, such as consolidation method.
27234898/ 27234841/ 27206887/ 27206871/ 27161377/ 27146845	In the Strategic Modeling Smart View extension, you can now delete dimensions and related accounts without introducing errors in the model.
27234858 27154345	In the Strategic Modeling Smart View extension, when you insert a new sheet in a freestyle report, you no longer receive error messages, and multiple tabs are no longer created in Microsoft Excel.
27225099	In the Strategic Modeling Smart View extension, you no longer receive an error message when deleting ranges in freestyle reports.
27188722	In the Projects business process in Enterprise Planning and Budgeting Cloud, aliases for the Scenario dimension members for all locales are now imported during configuration.
27168630	Backups using Migration are now completing expeditiously.
27153353	In the Strategic Modeling Smart View extension, when a sub accountâ€™s ID is changed, associated formulas and forecast methods are correctly updated.
27152908	An error no longer occurs when reading an import expression for a data or amount column.
27104233	A Java error no longer occurs after changing the page selection in composite forms.
27037160	In the Strategic Modeling Smart View extension, input values now display properly for accounts when you use a decimal point as the thousands separator and a comma as the decimal point.
27035959	When editing an existing data form, substitution variables are now correctly removed when you delete selected substitution variables.
27033760	The width of the line separators is now uniform in Planning forms.
27026977	Source filters associated with data load rules are now saved correctly.
27022920	Planning reports that contain prompts no longer show non-existent members.
27009032	A data load no longer fails when an import mapping encounters UTF8 Byte Order Mark (BOM) characters.
26990508	The Member Edit dialog box now remains open if you click in an area outside it.
26988009	You are now able to use the right-click option to open forms after setting the Remember selected page members preference to No.
26985098	In the Strategic Modeling Smart View extension, members are no longer duplicated when drilling down or refreshing data for parent members.
26982965	In free-form mode, Smart View can now retrieve dynamic time series members that are shared members without using qualified names.
26969009	When creating a Map Reporting Application for Smart Push, exporting data now behaves as expected.
26805759	In Planning forms displayed in Oracle Smart View for Office, Member Selection now correctly lists dimensions even if the dimension alias contains a space.
26796660	You can now use functions in user variable attribute dimensions.
26772486	In the Simplified Interface, Preview User POV in the Select a Member dialog box no longer displays all accounts in the application.
26734550	You can now apply a background color to a label by selecting the Same Color as Previous option from the color palette.
26669502	Dynamic members with formulas in aggregate storage cubes now compute correctly.
26638118	In the Enterprise workforce planning process, user can now run the rules Process Loaded Data, Synchronize Defaults and Synchronize Component Definition for multiple entities at a time by selecting the parent entity under Total Entity.
26539247/ 26386077	In Data Management, the drill through to source feature is now working as designed in both the application and Smart View interfaces.
26047899	The correct date is now shown when a report is exported from Financial Reporting Web Studio to Excel.
26288785	You can now copy data to shared members using Copy Data.

Considerations

Mozilla Firefox

USING FIREFOX ESR 52.4.2 WITH SMART VIEW

Mozilla Firefox has phased out support for XUL-based add-ons such as Smart View. Only add-ons and extensions built with new web extension technology work in newer versions of Firefox. Therefore, Smart View 11.1.2.5.710 and newer releases support only Firefox versions up to ESR 52.4.1. If you want to continue using Firefox with Smart View 11.1.2.5.710 and newer, do not upgrade your Firefox browser.

If your Firefox browser is set to automatically install updates, Oracle recommends changing the setting to “Check for updates, but let me choose whether to install them.” See the Firefox help for instructions on changing this setting.

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