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Synopsis of EPM Cloud Updates - May 2020

ENTERPRISE PERFORMANCE MANAGEMENT CLOUD - MAY 2020 UPDATE

 

EPM CLOUD COMMON

This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office.

 

NEW TOPICS IN EPM CLOUD OPERATIONS GUIDE:

Ø      The EPM Cloud Operations Guide has been enhanced with these additional topics:

Ø      Best practices for designing business rules

Ø      How to avoid the functional errors in business Rules.

Ø      Managing Content Upgrade Issues

Ø      Handling Issues with Cross-Environment Connections

Ø      Troubleshooting ERP Integration Functional issues

Ø      Requesting Merge Back of Environments

Ø     Requesting Oracle to Apply Monthly Update to Production Environments Prior to the Third Friday.

NEW ROLE ASSIGNMENT REPORT FORMAT:

The Role Assignment Report has been modified to include ional information such as the user login, first name, last name, email address, pre-defined and application roles of EPM Cloud users, and how these roles are granted. Previously, the Role Assignment Report listed user logins, roles, and how the roles were granted only.

PRE-DEFINED ROLE NAMES AS EPM KEYWORDS:

Starting with this update, Oracle will treat certain pre-defined role names as EPM Cloud key words, which cannot be used in the name of any artifacts that you create; for example, as a group name in Access Control.

ADDRESS FOR OUTGOING EMAILS:

Starting with this update, emails originating from EPM Cloud applications will use no.reply@oraclecloud.com  instead of oraclecloudadmin_ww@oracle.com  as the from address. Emails from other Oracle Cloud sources, for example, New Account email sent from the Identity Domain, will continue to use the current From email addresses, for example, oraclecloudadmin_ww@oracle.com.

EPM AUTOMATE UPDATES:

A new version of EPM Automate with these changes is available:

The roleAssignmentReport command now generates a report that lists the first name, last name, email address and pre-defined and application roles of EPM Cloud users. Previously, the Role Assignment Report listed user names and roles only.

The replay command now accepts an optional parameter to encrypt all passwords included in the replay replay file. The replay command works only with Planning, Financial Consolidation and Close, and Tax replay Reporting business processes.

NEW EXCEL SERVER SETTINGS IN FINANCIAL REPORTING:

Three new Excel server settings are available to use in Financial Reporting reports.

MANAGE USER POINT OF VIEW:

New Functionality to Manage the User Point of View in Financial Reporting Web Studio.

ABILITY TO FILTER EXCLUDED MEMBERS FROM SEGMENT DROP-DOWN MEMBER SELECTOR:

Service Administrators can now choose to display or filter out excluded hierarchy members in the row dimension drop-down member selector on a form. To filter out the excluded members, Service Administrators set the new application configuration option, "Filter Out Excluded Members in Segment Dropdown," to Yes. To display the excluded members and allow users to select them from the member selector drop-down, set this option to No.

REST API TO MANAGE PERMISSION FOR MANUAL ACCESS TO DATABASE:

You can now use a REST API to manage permission for manual access to database by Oracle. This gives you the ability to allow or disallow Oracle personnel to manually access your database in emergency situations when an environment is unresponsive and you have not yet created a service request to investigate the issue.

RUN INTEGRATION ENHANCEMENTS IN DATA INTEGRATION:

Several enhancements have been added to the Run Integrations page such as the placement of the Run Integration icon, new Source Filters tabs, and new processes submitted icons on the execution pop-up.

NEW EPM INTEGRATION AGENT SQL QUERY CONDITIONS:

New SQL Query Conditions are Supported in the EPM Integration Agent

INITIALIZING ORACLE NETSUITE APPLICATIONS:

Oracle NetSuite data source application names are modified after initialization.

EIGHT NEW ASO FUNCTIONS IN CALCULATION MANAGER:

Eight new ASO functions: @FIRSTSIBLING, @LAGGEN, @LAGLEV, @LASTSIBLING, @NEXTLEVMBR, @LEADGEN, @LEADLEV, and @PREVLEVMBR are now available in Calculation Manager.

 

ACCOUNT RECONCILIATION

 

AGGREGATING TRANSACTION MATCHING DATA USING DATA MANAGEMENT:

There is now an option available in Data Management to allow aggregation of Transaction Matching transactions that enables you to roll up transactions to a summary (higher) level of detail. NOTE:  To use this feature, a new Target must be created.

NEW LENGTH FUNCTION TO CALCULATE LENGTH OF A STRING:

A new LENGTH function is now available to calculate the length of a string. This function takes a text value as a parameter and returns an integer, which is the number of characters in the text.

CSV (FORMATTED) OUTPUT TYPE AVAILABLE FOR REPORTS:

You can now generate a predefined or custom report in CSV (Formatted) output format that supports template based CSV file generation.

ITEM COUNT ADDED TO LISTS:

An item count has been added to the following lists in Account Reconciliation:  Profile List, Reconciliation List, Transactions List, Reconciliation Balances List, Detail Balances List, and Matching List to enable you to see at a glance how many items are in that list.

DISABLING THE AMORTIZATION/ACCRETION FEATURE FOR ADJUSTMENTS:

A Service Administrator can now disable the amortization/accretion feature in Balance Explained or Adjustments using a checkbox in the Transaction Detail of a Format.

NEW DATA EXCHANGE CARD ADDED FOR DATA INTEGRATIONS:

A new "Data Exchange" card is available under Applications that allows you to access the EPM Integration Agent functionality. Using the EPM Integration Agent, you can extract data from your on-premises data sources and then load the data directly to the Oracle Enterprise Performance Management Cloud.


ENTERPRISE DATA MANAGEMENT


COLLABORATE WITH USERS ON REQUESTS IN SUBMIT STAGE:

To facilitate multiple users participating on a request, the request assignee can ask additional users to collaborate on Draft and Pushed Back requests in the Submit stage. Collaborators can be added or removed from a request. Collaborators are notified of requests in which they were asked to collaborate.

CONCURRENT EDITING OF REQUESTS:

When multiple users are collaborating on the same request, those users may be working on the request at the same time. Concurrent editing allows users to work simultaneously on the request while ensuring data integrity and alerting users of changes made by others.

CONFIGURE BINDING KEYS FOR IMPORT AND EXPORT:

Binding keys are configurable to allow for customization of how data is imported into and exported from bound viewpoints. Binding keys are displayed and edited in the Binding Inspector.

CUSTOM BRANDING, APPEARANCE OPTIONS, AND NEW DEFAULT THEME:

Appearance options are available to customize the look and feel of the Enterprise Data Management Cloud user interface. Service administrators can upload their own logo image and background image as well as choose a theme. These custom settings are applied to the user interface for all users.

DATA TYPE PARAMETER OVERRIDES FOR NAME AND DESCRIPTION PROPERTIES:

Data type parameters for the core Name and Description properties can be edited at the application or node type level to override the original values set during application registration. This is helpful to customers who need to ensure that these data values conform to their business rules.

DEFAULT AND ALTERNATE ASSIGNEES FOR SUBSCRIPTIONS:

Subscriptions can be configured with default and alternate assignees to allow subscription requests for target viewpoints to be assigned to multiple users. The default assignee is a single user who has subscription requests normally assigned to them. Alternate assignees are users or groups who can be assigned requests when there is no default assignee for a subscription, or the user is out of office.

INSPECT PROPERTY DEFINITION FROM PROPERTY PANE:

A property can be inspected directly from the property pane for a selected node in a viewpoint. A link is available in the Property Details popup window to inspect the property. This allows the property inspector to be easily accessed in order to verify and make changes to property parameters.

PROCESS DELETES AND REORDERING OPTIONS FOR MERGE IMPORT:

Additional options are available for the Merge import mode, giving the user the ability to process deletes and reordering of nodes which may happen in an import source. These actions do not happen during a normal merge import process but are sometimes necessary for Enterprise Data Management to match the import source.

REMOVE AND DELETE TRIGGER ACTIONS FOR CUSTOM VALIDATIONS:

Custom validations can be configured with Remove and Delete as trigger actions to enable the validations to run for request items which include those actions. This allows specific custom validations to run only for nodes which are removed or deleted from a viewpoint in a request. This is helpful when you want to prevent nodes from being removed or deleted, or to prevent invalid data resulting from a removed or deleted node.

REQUEST ITEM VALIDATIONS FOR DERIVED PROPERTIES:

Derived property values are now validated for request items in a request to prevent invalid values resulting from changes made in a request. System, application-specific, and custom validations are run for derived properties of nodes in viewpoints where request actions were performed. Derived properties can be validated for any type of request including interactive, subscription, and import requests.

RESIZABLE PROPERTY PANE:

The property pane for a selected node in a viewpoint can be resized using a drag and drop splitter located between the grid/tree and property pane for the viewpoint. This enables properties with long labels or values to be more easily viewed in the property pane.

USER MENTIONS IN REQUEST COMMENTS:

Users can be mentioned in request and request item level comments providing a way for collaborators to ask questions or make other users aware of what they did to a request. When @ is entered into a comment, a list of request users is available to select from. After the comment is saved, mentioned users are notified of the comment so they can review it and take immediate action on the request.

USER PREFERENCES FOR PROFILE IMAGE, LANGUAGE, AND OUT OF OFFICE:

Users can configure their own preferences for profile image, language, and out of office. The Profile Image is displayed for the user on pages where an avatar is used. The Language preference controls the language for labels and messages displayed in the user interface for the user. The Out of Office preference signifies the user is unavailable and requests should not be assigned to them. User preferences are accessible for a logged in user from the Settings and Action menu.

VALIDATIONS DISABLED FOR PREDEFINED MEMBERS IN EPM CLOUD DIMENSIONS:

For Planning or Financial Consolidation and Close viewpoints, many application-specific validations have been disabled for nodes imported as predefined members (Enterprise Predefined Member = True).


FINANCIAL CONSOLIDATION AND CLOSE


NEW EPM AUTOMATE VERSION:

A new version of EPM Automate is available. This version includes the copyOwnershipData, exportOwnershipData, importOwnershipData, recomputeOwnershipData, and importSupplementalCollectionData commands. This version also contains changes to the replay command, which now accepts an optional encrypt parameter to encrypt all passwords included in the replay file. Additionally, the roleAssignmentReport command now generates a report that lists the user login, first name, last name, email address, pre-defined and application roles of EPM Cloud users, and how roles are assigned. Previously, the Role Assignment Report listed only the user log in, roles,and how roles are assigned.

PERFORMANCE SUBSTITUTION VARIABLES:

The following Substitution Variables can be enabled to improve performance: EnableSimpleAggregation OptimizeDBRefresh OptimizeYTDCalculation OptimizeConcurrency NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.

NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.

SUPPLEMENTAL DATA MANAGER ENHANCEMENTS:

Supplemental Data Manager has been enhanced with several new features, including configurable collection intervals, form-related changes, deployment enhancements, and dashboard capabilities.

Ø      New Collection Intervals allow you to customize your data collections tailoring the POV to your specific collection needs.

Ø      Data sets have been renamed to Collections and have been enhanced to allow Sub-Collections which allow finer detail data collections.

Ø      New Collection option to ensure data collection security which will prevent the sharing of data entered on different collection forms.

Ø      Forms have been enhanced to include header data and multiple detailed line item data entry areas on a single section.

Ø     The redeployment process has been optimized to minimize the impact to any ongoing collection process preserving the current workflow and data entered on existing forms.

TASK MANAGER - ABILITY TO VIEW INSTRUCTIONS IN TASK LIST VIEWS:

You can now easily see if a task includes instructions within the Schedule Task and Template Task lists. Users can add a new Instructions column to their list view and see the textual instructions for the task.

MODIFYING SEEDED ACCOUNTS - ACCOUNT TYPE AND CONSOL OPERATOR:

Service Administrators can now make property changes to seeded members of the Account dimension to customize them as needed. You can change the Account Type and the Consolidation Operator (for the Consol cube only). Ensure that you run Metadata Validation after making the changes to confirm that the changes are valid.

To export and import the changes for the seeded member, you must use the Module Customization Migration artifact (LCM). Exporting and then Importing CSV files will not retain your attribute changes for seeded members.

RUNNING ON-DEMAND RULES IN A FIX:

By default, On-Demand Rules are run in FIXPARALLEL. The FIXPRALLEL will include members from the six Run Time Prompts (RTP): Scenario, Year, Period, Entity, Consolidation, and Currency. If you need to run same ODR in a FIX, you can define a substitution variable.

You can add a substitution variable by name _FP. For example, if rule name is ODR - Calculate Sales, you should name the variable as ODR_CALCULATE_SALES_FP. Note that the hyphen in rule name is replaced with underscore in variable name and there are no spaces in the variable name.

ITEM COUNT ADDED TO LISTS:

An item count has been added to the following Task Manager lists: Schedule Tasks, Alerts, and Template Tasks. This enables you to see at a glance how many items are contained in that list.

NEW LENGTH FUNCTION TO CALCULATE LENGTH OF A STRING:

A new LENGTH function is now available to calculate the length of a string in Calculation Attributes in Task Manager and Supplemental Data Manager. This function takes a text value as a parameter and returns an integer, which is the number of characters in the text.

CSV (FORMATTED) OUTPUT TYPE AVAILABLE FOR REPORTS:

You can now generate a predefined or custom report in CSV (Formatted) output format that supports template based CSV file generation.


NARRATIVE REPORTING


EXTENDING THE DOCUMENT ENTITY INFORMATION NETWORK FOR SEC:

In Disclosure Management, you can now add the missing elements to the Document Entity Information (DEI) Element to the Taxonomy Template DEI Sheet, which are supported to match the SEC validation requirements.

UPDATED NARRATIVE REPORTING EXTENSION FOR DISCLOSURE MANAGEMENT:

An updated Narrative Reporting Extension for Oracle Disclosure Management is now available. This update includes general improvements and bug fixes. Download and install the latest Narrative Reporting extension for Disclosure Management to get these changes.


PLANNING


NEW OPTION IN FINANCIALS TO MAKE PAST PERIODS READ ONLY:

When you enable weekly planning in Financials, you can now specify an option to make past weekly periods read only in the Forecast scenario.

NEW CHART TYPE SETTING IN DASHBOARDS - PLOT MISSING VALUES AS ZERO:

There is now a dashboard chart type setting for select chart types, called Plot Missing Values as Zero, that allows you to disable plotting missing or suppressed data as zeros.

NEW EXAMPLES FOR RUNNING RULESETS WITH PARAMETERS USING REST APIS:

You now have access to additional examples that illustrate how to run rulesets with parameters using REST APIs. Adding parameters gives you greater flexibility, and the examples help you quickly get productive when running this job.

NEW CAPABILITIES FOR CREATING GROOVY BUSINESS RULES:

When working with Groovy business rules, you can take advantage of new features to execute ASO allocation scripts and custom calculation scripts against a cube. You can also use new utility APIs in EpmScript. This gives your business rules more power and flexibility.


PROFITABILITY AND COST MANAGEMENT


There are no new Profitability and Cost Management specific features in this update.

 

TAX REPORTING


SUPPLEMENTAL DATA MANAGER ENHANCEMENTS:

Ø  Supplemental Data Manager has been enhanced with several new features, including configurable collection intervals, form-related changes, deployment enhancements, and dashboard capabilities.

Ø  New Collection Intervals allow you to customize your data collections tailoring the POV to your specific collection needs.

Ø  Data sets have been renamed to Collections and have been enhanced to allow Sub-Collections which allow finer detail data collections.

Ø  New Collection option to ensure data collection security which will prevent the sharing of data entered on different collection forms.

Ø  Forms have been enhanced to include header data and multiple detailed line item data entry areas on a single section.

Ø  The redeployment process has been optimized to minimize the impact to any ongoing collection process preserving the current workflow and data entered on existing forms.

TASK MANAGER - ABILITY TO VIEW INSTRUCTIONS IN TASK LIST VIEWS:

You can now easily see if a task includes instructions within the Schedule Task and Template Task lists.  Users can add a new Instructions column to their list view and see the textual instructions for the task.

OWNERSHIP CONSOLIDATION METHODS:

The Ownership percentage ranges for the system Consolidation methods have been changed.  The ownership ranges and system methods are: 0% - Not Consolidated > 0% to <=50% - Proportional > 50% to <=100% - Subsidiary

NEW LENGTH FUNCTION TO CALCULATE LENGTH OF A STRING:

A new LENGTH function is now available to calculate the length of a string in Calculation Attributes in Task Manager and Supplemental Data Manager. This function takes a text value as a parameter and returns an integer, which is the number of characters in the text.

CSV (FORMATTED) OUTPUT TYPE AVAILABLE FOR REPORTS:

You can now generate a predefined or custom report in CSV (Formatted) output format that supports template based CSV file generation.

ITEM COUNT ADDED TO LISTS:

An item count has been added to the following Task Manager lists: Schedule Tasks, Alerts, and Template Tasks. This enables you to see at a glance how many items are contained in that list.

NEW EPM AUTOMATE VERSION:

A new version of EPM Automate is available. This version includes the new importSupplementalCollectionData command and changes to the replay command, which now accepts an optional encrypt parameter to encrypt all passwords included in the replay file. Additionally, the roleAssignmentReport command now generates a report that lists the user login, first name, last name, email address, pre-defined and application roles of EPM Cloud users, and how roles are assigned. Previously, the Role Assignment Report listed only the user log in, roles,and how roles are assigned.

 

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