TABLE OF CONTENTS - Oracle Cloud · TABLE OF CONTENTS DOCUMENT HISTORY ... Number of Essbase operations by hour. 7 Number of Essbase Operations By Hour Duration of Essbase operations

2

TABLE OF CONTENTS

DOCUMENT HISTORY ······························································································································································································· 5

JUNE 2018 UPDATE ················································································································································································ 5

Revision History ························································································································································································ 5

Oracle Planning and Budgeting Cloud, June Update ············································································································ 5

Monthly Update Schedule ························································································································································· 5

Please Join Oracle Cloud Customer Connect ··················································································································· 6

Give Us Documentation Feedback ········································································································································ 6

Announcements ··················································································································································································· 6

New Version of Oracle Smart View for Office ··················································································································· 6

Updates to Snapshot Retention Policy ································································································································ 7

Planning Task Types Added to the Simplified Interface ································································································ 7

More Intuitive POV Bar in Dashboards ································································································································ 7

Execute Business Rule as a Part of the Data Management Load Process ··························································· 7

Forms Listing as a Hierarchy in Navigation Flows Artifact Library ············································································ 8

New Smart View System Setting: Suppress Application Management Options ·················································· 8

Specify a Maximum Email Attachment Size When Scheduling Batches ································································ 8

Remove Time Stamp From File Name When Bursting Batch Reports ···································································· 8

Upcoming Changes ············································································································································································ 9

New Data Exchange Card in Oracle EPM Cloud ············································································································· 9

Classic Dimension Editor ·························································································································································· 9

Composite Form Creation Capability ···································································································································· 9

Financial Reporting Studio Desktop Client ························································································································· 9

Defects Fixed ······················································································································································································· 10

Considerations ··················································································································································································· 10

Reports in the Strategic Modeling Smart View Extension on 32-Bit Systems Lose Formatting ··················· 10

MAY 2018 UPDATE ················································································································································································ 10

Revision History ······················································································································································································ 10

Oracle Planning and Budgeting Cloud, May Update ············································································································ 10

Announcements ················································································································································································· 10

Monthly Update Schedule ······················································································································································· 10

Please Join Oracle Cloud Customer Connect ················································································································· 11

Give Us Documentation Feedback ······································································································································ 11

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud ·············································· 11

New EPM Automate Utility Version ····································································································································· 11

Microsoft Excel Version Usage in Activity Report ·········································································································· 12

Ability to Set Display Preference for Tasks ······················································································································ 12

Retain Last Accessed Tab in Navigation Flow Cards ·································································································· 12

Enhancements to Dashboards ·············································································································································· 12

New Administration Mode Job Type ··································································································································· 13

Export and Import Level Zero Data from an ASO Cube ······························································································ 13

Average Fragmentation Quotient Displayed in Statistics for Block Storage Applications ······························ 13

Oracle Account Reconciliation Cloud Clusters and Cards as Navigation Flows Targets ······························· 13

Enterprise Planning and Budgeting Cloud Only ··············································································································· 14

Self-Service Content Update ················································································································································· 14

Integrating Oracle Human Capital Management Cloud Metadata ··········································································· 14

Create an Input-Only Scenario from an Existing Scenario ························································································· 14

Removal of Support ········································································································································································· 15

Classic Dimension Editor ························································································································································ 15

3

Composite Form Creation Capability ·································································································································· 15

Financial Reporting Studio Desktop Client ······················································································································· 15

Defects Fixed ······················································································································································································· 15

Considerations ··················································································································································································· 16

Dashboard Folders ···································································································································································· 16

Exporting Multiple Financial Reporting Folders ·············································································································· 16

APRIL 2018 UPDATE ············································································································································································· 16


Oracle Planning and Budgeting Cloud, April Update ··········································································································· 16




Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud ·············································· 17

Additional Charts in Activity Report ····································································································································· 17

Migration and Audit Cards Moved to the Tools Cluster ······························································································· 20

Support for Subtitles in Infolets ············································································································································· 21

Schedule Jobs to Run Hourly and By Minute ·················································································································· 21

New Financial Reporting Explore Repository ·················································································································· 21

New Design-Time Prompt in Calculation Manager ······································································································· 22

New Row and Column Suppression Behavior ················································································································ 22

Enterprise Planning and Budgeting Cloud Only ··············································································································· 22

Simplified Merit-Based Planning ·········································································································································· 22

Apply to Button in Forecast Method ···································································································································· 23




Composite Form Creation Capability ·································································································································· 23

Defects Fixed ······················································································································································································· 24

MARCH 2018 UPDATE ········································································································································································· 24


Oracle Planning and Budgeting Cloud, March Update ········································································································ 24




Announcements ················································································································································································· 25

Updated EPM Cloud Application Creation Page ············································································································ 25

Script to Generate Provisioned Users Audit Report ······································································································ 26

Support for Infolets and Infolet Integration with Navigation Flows ·········································································· 26

Smart View Support for Integrated Business Process Navigation Flows ····························································· 28

New Schedulable Job Type: Optimize Aggregation ······································································································ 28

New Server Setting in Financial Reporting Web Studio ······························································································ 28

New Video to Help You Perform Key Tasks in the Simplified Interface ································································ 29

Standard Interface (Planning and Budgeting Cloud Workspace Interface) Support Removed ···················· 29




Defects Fixed ······················································································································································································· 29

FEBRUARY 2018 UPDATE ································································································································································· 30


Oracle Planning and Budgeting Cloud, February Update ·································································································· 30

4




Announcements ················································································································································································· 31

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud ····················································· 31

New EPM Automate Utility Version ····································································································································· 31

New Rules Usage Report ······················································································································································· 31

Expanded Simplified Audit ······················································································································································ 31

Enter Data Into Suppressed Row Members ···················································································································· 32

Changes to EPM Groovy Object Model Usage ·············································································································· 32


Enterprise Planning and Budgeting Cloud Only ·················································································································· 32

Chart of Accounts Flexibility in Financials ························································································································ 32

Flexible Custom Dimension Usage in Financials ··········································································································· 33

Configuration Enhancements for Importing Members for Financials ····································································· 33

New Delete Hierarchy Option in Strategic Modeling ····································································································· 33




Defects Fixed ······················································································································································································· 34

JANUARY 2018 UPDATE ···································································································································································· 37


Oracle Planning and Budgeting Cloud, January Update ···································································································· 38

Announcements ················································································································································································· 38


Relocate EPM Cloud Environments from One Identity Domain to Another ························································· 38

New Schedulable Job Types that Improve Cube Performance ················································································ 38


EPM Getting Started Guides ················································································································································· 39






Defects Fixed ······················································································································································································· 41

Considerations ··················································································································································································· 42

Mozilla Firefox ············································································································································································· 42

5

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

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 UpdateRevised January 2018 update.

JUNE 2018 UPDATE

REVISION HISTORY


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 provides access to updated documentation. The updates will be available in the Help Oracle Help CenterCenter 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.

https://docs.oracle.com/en/cloud/saas/index.html

6

TIPS AND CONSIDERATIONS

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.

KEY RESOURCES

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

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 page, click the down arrow next to the user name (in the upper right-hand corner of the Homescreen), 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 . In the body or title of the [email protected], state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

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 impactImproved resolution on high-definition devices, such as Microsoft Surface Pro tabletsNew 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.

https://docs.oracle.com/cloud/latest/epm-common/CGSAD/5_maint_snapshot_backup_restore_heading.htm


7

KEY RESOURCES

in Downloading and Installing Clients 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


in Exporting Artifacts from Environments 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 ApplicationImport and ExportCopy VersionJob ConsoleDimension 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

in Adding Tasks to Task Lists 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.

https://docs.oracle.com/cloud/latest/epm-common/CGSUS/2_working_with_epm_clients_download_locs.htm


https://docs.oracle.com/cloud/latest/epm-common/EPMSS/export_dialog.htm

https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/pfusa/adding_tasks_to_task_lists.html

8

KEY RESOURCES

in Using Business Rules 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

in Managing Server Settings 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

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

https://docs.oracle.com/cloud/latest/epm-common/ERPIA/using_business_rules_102x86f129be.htm

https://docs-uat.us.oracle.com/en/cloud/saas/enterprise-performance-management-common/frweb/managing_server_settings.htm

https://docs-uat.us.oracle.com/en/cloud/saas/enterprise-performance-management-common/frweb/managing_server_settings.html

9

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

in Editing Dimensions in the Simplified Dimension Editor 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.

http://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/editing_dimensions_sui_100xb99ddf23.htm#PFUSA-GUID-38D79BE3-AAB0-4CBC-912B-7A318576F347

10

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


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.

ANNOUNCEMENTS


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 , which provides access to updated documentation, has a new look and feel. The Oracle Help Centerupdates 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.

https://support.oracle.com/epmos/faces/DocumentDisplay?id=2055579.1


11


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.

KEY RESOURCES








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 command, which enables Service Administrators to run the daily service maintenance runDailyMaintenance

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

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

in Setting Service Maintenance Time Getting Started with Oracle Enterprise Performance Management Cloud for Administrators



https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm

https://docs.oracle.com/cloud/latest/epm-common/CGSAD/6_house_keeping_tasks_understand_service_maintenance_time.htm

12

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

in Browser, Smart View, and Excel Usage Information 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 page, click Home 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

in Configuring Cards with Tabs from Multiple EPM Cloud Subscriptions Administering Planning for Oracle Planning and Budgeting Cloud

in Adding Tabs to a Tabular Page 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

https://docs.oracle.com/cloud/latest/epm-common/CGSAD/6_house_keeping_tasks_monitoring_service_activity_rep_access_logs_7.htm

https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/pfusa/epm_connect_configuring_cards_with_tabs_from_other_services_100xde96c14b.html

https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/pfusa/adding_tabs_and_sub_tabs_130xdb281afc.html

13

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

in Scheduling Jobs 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

in Exporting and Importing Level Zero Data from an ASO Cube 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

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

https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/pfusa/jobs_sch.html

https://docs-uat.us.oracle.com/cloud/latest/epm-common/ECALC/exporting_and_importing_level_zero_data.htm#ECALC-GUID-131736F9-9F9C-4AC9-BFCA-87AA33F26BF9

https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/pfusa/epm_connect_connecting_services_100xd981beb0.html

14

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

in Setting Content Update Start Time 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

in Integrating Oracle HCM Cloud Metadata 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 drop-down list in the Scenario to copy from Scenario Informationscreen. By default, the scenario selected in the POV determines the source scenarios listed in the Scenario to

list.copy from

KEY RESOURCES

in Using Scenarios Working with Strategic Modeling in Smart View

https://docs-uat.us.oracle.com/cloud/latest_preprod/epm-common/CGSAD/6_house_keeping_tasks_content_upgrade.htm

https://docs.oracle.com/cloud/latest/epm-common/ERPIA/hcm_load_meta_104x79adfef3_106x79ae0a44.htm#ERPIA-GUID-DED5201A-DB5A-4512-AEC0-C5FB1ABB3CD5

https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/cssmu/using_scenarios_340x8f4329a8.html

15

REMOVAL OF SUPPORT


For users of the Simplified Interface, effective with the June 2018 (18.06) update, the link in the Dimensions will link to the Simplified Dimension Editor, which was released with the 17.05 update (May 2017). Navigator

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

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


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.



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).


DEFECTS FIXED




16

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


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.


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 , which provides access to updated documentation, has a new look and feel. The Oracle Help Centerupdates 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.


17


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




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




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:



18

Number of User Interface Requests by Hour

Duration of user interface requests by hour

Duration of User Interface Requests by Hour

Number of user interface requests by hour

19

Number of Essbase Operations By Hour

Duration of Essbase operations by hour

Duration of Essbase Operations By Hour

Number of Essbase operations by hour

20

CPU Usage

Memory usage

Memory Usage

KEY RESOURCES

See in Using Activity Reports and Access Logs to Monitor Usage 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.

CPU usage

https://docs.oracle.com/cloud/latest/epm-common/CGSAD/6_house_keeping_tasks_monitoring_service_activity_rep_access_logs.htm

21

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

in Auditing Tasks and Data Administering Planning for Oracle Planning and Budgeting CloudAdministering 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 in Using the Infolets Designer 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 in Scheduling Jobs 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 .

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/auditing_tasks_and_data.htm#PFUSA-admin_audit_1

https://docs.oracle.com/cloud/latest/epm-common/EPMSS/toc.htm

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/infolets_using_the_designer_100x5420b2de.htm#PFUSA-GUID-E5EB76E0-59FA-49CD-89B2-C38567CCCF5C

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/jobs_sch.htm#PFUSA-f_jobs_console_2

https://docs.oracle.com/cloud/latest/epm-common/FRAFU/toc.htm

22

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

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 and suppression options are selected for rows, and a row contains both No Data/Missing Zerozeroes 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 and suppression options are selected for No Data/Missing Zerocolumns, and a column contains both zeroes and Missing labels, then the column is suppressed; it is not displayed.


This feature was introduced with the 18.03 update.

KEY RESOURCES

“Setting Application Defaults” and “Setting Form Grid Properties” in For Smart View Administrators:.Administering Planning for Oracle Planning and Budgeting Cloud

“Data Options” and “Data Options Supported for Planning Forms and Ad Hoc” For Smart View Users:in the Oracle Smart View for Office User's Guide.


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 , then the the tab, and then Compensation Planning Assumptionsthe form. Select the entity, and then enter the merit rate percentage into the new Default Merit Merit Ratesmember.

https://docs.oracle.com/cloud/latest/epm-common/ECALC/index.html

23

A new business rule— — enables you to copy merit rates from one entity to other level 0 Copy Merit Ratesentities 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 button for Apply Tofreeform formulas. Apply To enables you to apply the freeform formula to selected subaccounts and children.

KEY RESOURCES

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

REMOVAL OF SUPPORT



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).



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 in Dimension Editor Administering Planning for Oracle Planning and Budgeting Cloud


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.

https://https://docs.oracle.com/cloud/latest/pbcs_common/CSSMU/about_forecast_methods_214x8f4329e0.htm#CSSMU-GUID-BABE669A-4247-4F88-B0CD-C6ADA3D18F15



24

DEFECTS FIXED


MARCH 2018 UPDATE

REVISION HISTORY


Date Feature Notes

02 MAR 2018 Updated EPM Cloud Application Creation

PageUpdated 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.


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 , which provides access to updated documentation, will also be available on Oracle Help CenterMarch 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 in Backing Up and Restoring an Environment Using the Maintenance Snapshot Getting Started with

for detailed procedures.Oracle Enterprise Performance Management Cloud for Administrators








25

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.


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 . In the body or title of the [email protected], state that you are inquiring or providing feedback, and indicate for which EPM Cloud service as well as the monthly patch cycle.

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:

FinanceHuman CapitalSales

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 in About Creating an Application Administering Planning for Oracle Planning and Budgeting Cloud

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/about_creating_an_application_100xf7ed2b78.htm

26

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

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

https://docs.oracle.com/cloud/latest/epm-common/CEPMA/sample_script_6_provisioning_audit.htm

27

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.

28

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 in Designing Infolets 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

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

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

Shared Connections and Private ConnectionsConnecting to Data SourcesCreating 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 TrackingExecute Aggregation Process

KEY RESOURCES

For more information, see in Improving Cube Performance 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

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/infolets_designing_infolets_100x5387ab30.htm#PFUSA-GUID-9E318B0F-77EC-4ECB-9CFB-F1DB455DCF1B

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/improving_cube_performance_100x383c41b6.htm#PFUSA-GUID-7C9B1AF3-DD1F-4E82-8384-730E424C1324

29

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 on the Planning and Budgeting Cloud playlist 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


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 in Dimension Editor Administering Planning for Oracle Planning and Budgeting Cloud



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

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

https://apexapps.oracle.com/pls/apex/f?p=44785:265:0:::265:P265_CONTENT_ID:22622

https://apexapps.oracle.com/pls/apex/f?p=44785:265:0:::265:P265_CONTENT_ID:22622

https://www.youtube.com/playlist?list=PLqBknew37gAlssS57Od0IDKUfzS4fO4z8

https://www.youtube.com/channel/UCOdd5RpKwqzri0Y2be-MjSQ/featured




30

FEBRUARY 2018 UPDATE

REVISION HISTORY


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.


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.






31


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 . In the body or title of the [email protected], state that you are inquiring or providing feedback, and indicate for which EPM Cloud service as well as the monthly patch cycle.

ANNOUNCEMENTS


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

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 “ ” in Viewing Rules Usage 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 , and then . To configure Application Auditand change which tasks are tracked, click . To export records to a Microsoft Excel file, click Enable Auditing

.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.

http://[email protected]

https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#CEPMA-GUID-5400C490-264F-493A-9EAD-267AB2A320F1

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/viewing_rules_usage_100x494b2d47.htm

32

KEY RESOURCES

For more information, see in Auditing Tasks and Data 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)




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.

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/auditing_tasks_and_data.htm#PFUSA-admin_audit_1

33

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 dashboardsWork with existing integrated financial statementUse existing calculations, such as trend-based planningIntegrate with other business processes

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

KEY RESOURCES

For more information, see in About the Financials Chart of Accounts 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 in Associating Custom Dimensions with Financials Features 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 in Opening, Checking Out, and Deleting Models Working with Planning for Oracle Enterprise Planning and Budgeting Cloud

https://docs.oracle.com/cloud/latest/pbcs_common/EPBCA/fin_byocoa_100x38e4f5ea.htm#EPBCA-GUID-4438C2C9-FC60-4A90-B252-537FE39A1227

https://docs.oracle.com/cloud/latest/pbcs_common/EPBCA/fin_map_rename_associate_features_100x47461ca7.htm

https://docs.oracle.com/cloud/latest/pbcs_common/EPBUG/strat_mod_model_checkout_128x7f150e9f.htm

34

REMOVAL OF SUPPORT


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 in Dimension Editor Administering Planning for Oracle Planning and Budgeting Cloud



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/ 27344152In 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.

27381409In the Strategic Modeling Smart View extension, newly added subaccounts and newly assigned dimension members now inherit free form forecast methods from their parent accounts.



35


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.

36


27252487/ 27147931 Member formulas edited in the Simplified Dimension Editor are now validating correctly.

27239819/ 27159164In 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.

27206571In 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.

37

1.

2.

3.

4.


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).

26800141Planning 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.

26598697Planning 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).

25678319When 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.

25217541In Smart View, hierarchy member indentation and expansion are now correctly displayed when the “Suppress hierarchy” and “Start Expanded” options are enabled in Planning.

38

Date What's Changed Notes

04 JAN 2018 Defects FixedAdded 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.

ANNOUNCEMENTS


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

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

JANUARY 2018 UPDATE

REVISION HISTORY


http://docs.oracle.com/cloud/latest/pbcs_common/docs.htm

https://docs.oracle.com/cloud/latest/epm-common/CGSAD/3_sso_config_chap_idm_relocation_header.htm#CGSAD-GUID-AC6459A2-A69C-4DA1-86FA-9786D26EC018

39

Merging incremental data slices of an aggregate storage cube

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



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 AdministratorsGetting 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 CloudGetting Started with Oracle Financial Consolidation and Close CloudGetting Started with Account Reconciliation Cloud for AdministratorsGetting Started with Oracle Profitability and Cost Management Cloud for AdministratorsGetting Started with Oracle Tax Reporting CloudGetting 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 UsersGetting Started with Oracle Profitability and Cost Management Cloud for UsersGetting 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.

NEW SCHEDULABLE JOB TYPES THAT IMPROVE CUBE PERFORMANCE

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

Restructuring a block storage cubeCompacting the outline file of an aggregate storage cube

https://docs.oracle.com/cloud/latest/pbcs_common/PFUSA/improving_cube_performance_100x383c41b6.htm#PFUSA-GUID-7C9B1AF3-DD1F-4E82-8384-730E424C1324

https://docs.oracle.com/cloud/latest/epm-common/CGSAD/toc.htm

https://docs.oracle.com/cloud/latest/epm-common/CGSUS/toc.htm

40







REMOVAL OF SUPPORT


For users of the Simplified Interface, effective with the February 2018 (18.02) update, the link in Dimensionsthe will link to the Simplified Dimension Editor, which was released with the 17.05 update (May Navigator2017). 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 in .Dimension Editor Administering Planning for Oracle Planning and Budgeting Cloud



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).



http://[email protected]



41

DEFECTS FIXED

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


27258924In 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.

27240449In 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.

27188722In 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.

27153353In the Strategic Modeling Smart View extension, when a sub account’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.

27037160In 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.

42


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.

26805759In 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.

43

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.

---

CONSIDERATIONS

MOZILLA FIREFOX

USING FIREFOX ESR 52.4.2 WITH SMART VIEW

44

Copyright © 2017, 2018, Oracle and/or its affiliates. All rights reserved.

This document is provided for information purposes only, and the contents hereof are subject to change without notice.This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced ortransmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation.All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

Documents

TABLE OF CONTENTS - Oracle Cloud · TABLE OF CONTENTS DOCUMENT HISTORY ... Number of Essbase operations by hour. 7 Number of Essbase Operations By Hour Duration of Essbase operations