Tag Archives: EPM Cloud

May 30, 2018   Uncategorized

Oracle Financial Consolidation and Close Cloud (FCCS) – June 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update:

Oracle Financial Consolidation and Close Cloud (FCCS)
June 2018

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.

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

NOTE: You can import backup snapshots into environments with the same, the preceding or the next update versions. For example, you can import backup snapshots from release 17.08 into releases 17.07 and 17.09. For more information about migration, see Administering Migration for Oracle Enterprise Performance Management Cloud.

Announcements and New Features:

  • Power Users Can Lock and Unlock Data
  • Referential Integrity for Configurable Consolidation Rules
  • New Version of Oracle Smart View for Office
  • Updates to Snapshot Retention Policy
  • Forms Listing as a Hierarchy in Navigation Flows Artifact Library
  • More Intuitive POV Bar in Dashboards
  • Specify a Maximum Email Attachment Size When Scheduling Batches
  • Remove Time Stamp From File Name When Bursting Batch Reports

Upcoming Changes:

  • New Data Exchange Card in Oracle EPM Cloud
  • Classic Dimension Editor
  • Composite Form Creation Capability
  • Financial Reporting Studio Desktop Client
Defects Fixed:
  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)

Considerations:

  • Consolidation Rules - Errors in Seeded System Rules
  • Calculation Status
  • Metadata Aliases
  • Changing the Exchange Rate Type
  • Exchange Rate Type for Plug Accounts
  • Intercompany Matching Reports
  • Translation Rules
  • Reconsolidating Data After Upgrading
  • Ownership Management Enablement
  • Importing Journal Artifacts
  • Adding Base Members From Dimension Editor
  • Smart View Summary Dialog Display
  • Copying and Clearing Data
  • Change in Calculation of CTA for Net Income / Retained Earnings Current Accounts
  • Self Service Upgrade
  • Editing Dates in a Data Collection Period
  • Entity Member Names / Aliases with ICP Property
  • Working with Metadata

 

Refer to the following links and documents for further information:

  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

 

 

Read More
May 30, 2018   Uncategorized

Oracle Enterprise Performance Reporting Cloud (EPRCS) – June 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Performance Reporting Cloud (EPRCS) update:

Oracle Enterprise Performance Reporting Cloud (EPRCS) June 2018

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.

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

Announcements:

  • New Version of Oracle Smart View for Office
  • Ability to Set Decimal Places for Pie Chart Percentage Data Labels
  • Drill Content to a Cell File Attachment
  • Support Theme Selection
  • Custom Background Image Scales
  • Disclosure Management Supports Standardized Business Reporting (SBR) Taxonomy
  • Disclosure Management Supports SEC Reporting Taxonomy (SRT)
  • Disclosure Management Supports Ability to Register US GAAP 2018 and SEC Reporting Taxonomy 2018 Extension
  • Disclosure Management Supports Ability to Edit an Extension Based Taxonomy
  • Validate Fonts in Excel Reference Doclets in Smart View
  • Create New Report Package Structure in Smart View
  • Assign Authors While Adding Doclets to Report Package Structures in Smart View

 

Considerations:

  • Management Reporting 
  • Report Packages 
  • Smart View
  • Disclosure Management

Defects Fixed:

  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)
Refer to the following links and documents for further information:
  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1
Read More
May 30, 2018   Uncategorized

Oracle Enterprise Data Management Cloud (EDMCS) – June 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update:

Oracle Enterprise Data Management Cloud (EDMCS)
June 2018

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.

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

Announcements and New Features:

  • Updates to Snapshot Retention Policy
  • Enhanced Align Nodes in Side-by-Side Mode
  • On-Line Help and Guide Localized in 9 Languages
  • Accessibility Enabled

Defects Fixed:

  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)
 

Refer to the following links and documents for further information:

  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

 

Read More
May 30, 2018   Uncategorized

Oracle Account Reconciliation Cloud (ARCS) – June 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update:

Oracle Account Reconciliation Cloud (ARCS)
June 2018

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.

NOTE: Account Reconciliation Cloud does not support migration of snapshots from the latest service version to an earlier service version (for example, when moving snapshots between test and production pods during the window when test is upgraded before production.) Migration between the same versions will still be supported.  Some objects, such as Profiles, may still be moved from the latest to an earlier version outside of migration snapshots by exporting them from the latest service version and importing them into the earlier version.

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

Announcements

  • Accessing Exported Transactions File
  • Updates to Snapshot Retention Policy

Defects Fixed

  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)

Considerations

  • Academy - In the Academy, some pages and icons may appear different in the video and the Cloud service.

  • Using Refresh - It is a best practice to use Refresh within the Account Reconciliation Cloud user interface rather than performing a browser refresh.

 

Refer to the following links and documents for further information:
  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1
Read More
May 30, 2018   Uncategorized

Using Groovy to Customize Business Rules in Planning Cloud

What is Groovy?

Groovy is an agile dynamic language for the Java Platform with many features that are inspired by languages like Python, Ruby and Smalltalk, making them available to Java developers using a Java-like syntax.

Thank you to the following people for their presentation on this topic.

  • Shankar Viswanathan, Director, Product Management
  • Ujwala Maheshwari, Consulting Member of the Technical Staff
  • Shaun Bakey, Consulting Member of the Technical Staff
When and how are Groovy business rules made available in Planning Cloud?
  • Enterprise Planning and Budgeting Cloud Service (EPBCS) SKU (Part # B85698)
  • Planning and Budgeting Cloud Service (PBCS) with Options SKUs (Part #s B86759, B86760, B86761, B86762)
  • Existing PBCS applications must be converted to the Enterprise application type to use Groovy
  • For new applications, create applications of type Enterprise to use Groovy
  • It is not necessary to configure module frameworks to use Groovy
  • No application level configuration is necessary to use Groovy
Deploying The Right App Type For Groovy

Refer to the items below for more information:

Limitations with existing Business Rules (Pre Groovy)
  • Unable to dynamically generate scripts at run time based on context other than the RTPs.
    • Dynamically generate FIX statements with varying dimensionality
  • Unable to dynamically specify the parent for a member on the fly say by project type.
  • Unable to validate RTP values before the member on the fly is created.
  • Unable to tie different module framework functionalities in a rule or rule set.
    • Integration use case (Smart Push after running calc)
  • Performance issues due to static nature.
  • Custom targeted calc scripts based on the current form.
  • Only simple calculations such as allocations are allowed on reporting cubes.
Groovy Based Business Rules
  • Support new language – Groovy
  • Write rules in Groovy using the object model exposed
    • EpmScript, Operation, Application, Dimension, Member etc.
  • Perform calculations in Groovy
  • Generate calc scripts at runtime
  • Launch Templates
  • Allow Groovy scripts and calc scripts to be orchestrated in a rule set
Why use Groovy?
  • A multi-faceted language for the Java platform
  • Flat learning curve for Java developers
  • Smooth Java integration with benefits of Java performance
  • Adoption by many small and large (Oracle, IBM, SAP) companies
  • Powerful features of both static and dynamic language
  • Securable for the cloud (white listing, black listing, etc.)
  • Domain specific languages
Experience Prerequisites
  • Knowledge of Planning functionality
  • Knowledge of Java and ability to write Java/Groovy code
  • Knowledge of EPM Groovy object model
How to Use Groovy?
  • Business rules can now be written using the Groovy language
  • Groovy-based business rules can be used any place you can use a regular business rule
    • Launch independently
    • Launch using action menus and right-click menus
    • Run on load/save of form
    • EPM Automate
    • REST APIs
Groovy Use Cases:
  • Intelligent calculations
    • Trigger the calc only for the changed cells/rows
  • IF ELSE before FIXes
    • Trigger calcs if some criteria is met (or even based on user updated cells)
  • Implement Planning data validations in business rules
    • Color coding (validation rules) on Forms can be used in Groovy
  • Smart Things You can Do With Groovy
    • Use conditional logic to set background color on grids
    • Move data to the reporting cube only for edited cells
    • Calculate data only based on edited cells
    • Move dynamic members to a different parent
    • Add new dynamic members in a dimension
    • Validate data in the grid against set range/thresholds and prevent the data save if thresholds are violated
    • Move data across cubes (also using data maps)
 

References:

Read More
« Older posts
Newer posts »