Tag Archives: EPM Cloud

Patch Set Update: Oracle Smart View for Office 11.1.2.5.720

Hyperion Product Management recently advised the release of a Patch Set Update (PSU) for Oracle Smart View for Office 11.1.2.5.x

Patch Set Update: 11.1.2.5.720 Oracle Smart View for Office Patch 26783864

 

This PSU download is available from the  My Oracle Support | Patches & Updates section.

README:

Refer to the Readme files for information pertaining to the above requirements. The Readme file should also be consulted prior proceeding with the PSU implementation. This document contains important information that includes supported paths, implementing and configuration steps, list of new features and defects fixed, along with additional support information.

It is important to ensure that the requirements and support paths to this patch are met as outlined within the Readme file.

The Readme file is available from the Patches & Updates download screen.

 

New Features in this Release:

  • Improved MDX and Smart Query Management
  • Cascade from Multiple Dimensions
  • Business Rule Template Support
  • New and Enhanced VBA Functions
  • HsGetValue Accepts Additional Data Types
  • Streamlined Extension Update Process
  • New Option for Displaying or Suppressing Floating Toolbar in Forms
  • Updated Look and Feel for User Preferences Dialog Box
  • New Essbase Option for Preserving Comments and Unknown Members

 

Information about system requirements and supported platforms for EPM System products is available in spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network (OTN):

Note: Smart View 11.1.2.5.720 follows the platform requirements which are stated in the 11.1.2.x version of the Oracle Enterprise Performance Management System Certification Matrix.

 

More Information:

  • Tips and troubleshooting topics are listed in the Oracle Smart View Installation and Configuration Guide. This guide is available in the Smart View 11.1.2.5.720 library on the Oracle Help Center:
  • Available Patch Sets and Patch Set Updates for Oracle Hyperion Smart View for Office (Doc ID 2220997.1)
  • Smart View Support Matrix and Compatibility FAQ (Doc ID 1923582.1)

 

Oracle Tax Reporting Cloud (TRCS) – December 2017 Updates

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update:

Oracle Tax Reporting Cloud (TRCS)
December 2017

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments on Friday, December 1, 2017 and to your production environment on Friday, December 15, 2017, starting at 14:00 UTC-7 (2:00pm Pacific Time). The updates will be applied to your environments during the first Daily Maintenance occurring after this time.

New Features:

  • New EPM Getting Started Guides 
  • Country by Country FX Override Rates 
  • Excel Smart View Support for Supplemental Data Set 
  • New Smart View for Office Version 
  • Loading Metadata in Data Management 
Defects Fixed: Considerations:
  • Using Firefox ESR 52.4.2 with Smart View  
  • EPM Automate  
  • Navigator  
  • Academy 

Removal of Support:

  • Classic Dimension Editor - Effective the February 2018 (18.02) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor. 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).
  • File-Based Integration of Data Management with Oracle Fusion Financials Cloud - Oracle Fusion Financial Cloud Budgetary Control and Encumbrance Accounting is now fully integrated with Data Management. This enhancement brings the integration of Oracle Fusion Financials Cloud with Oracle Enterprise Performance Management Cloud on par with the current, out of the box, file-based integration. As a result, the file-based integration is being phased out starting with the September update to the service.  If you are using file-based integration between Oracle Fusion Financials Cloud and Oracle Enterprise Performance Management Cloud, Oracle recommends that you adopt this new integration as soon as possible.

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

 

Oracle Profitability and Cost Management Cloud (PCMCS) – December 2017 Updates

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update:

Oracle Profitability and Cost Management Cloud  (PCMCS)
December 2017

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments on Friday, December 1, 2017 and to your production environment on Friday, December 15, 2017, starting at 14:00 UTC-7 (2:00pm Pacific Time). The updates will be applied to your environments during the first Daily Maintenance occurring after this time.

Announcements and New Features:

  • Create New Dimensions  
  • View Dimension Properties on the Dimension Management Page  
  • Add Multiple Dimension Members Using the Rules Express Editing Screen  
  • Inspect Rule Detail Enhancement  
  • New Stop After Rule Option  
  • New Smart View for Office Version  
  • New EPM Getting Started Guides   

Defects Fixed:

Removal of Support for 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 early 2018, at which time, support for the desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease.

  • 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.

Considerations:

  • Mozilla Firefox  
  • Microsoft Excel Known Issue That Affects Smart View for Office  
  • Oracle Profitability and Cost Management Cloud Supports Smart View Private Connections  
  • Avoid Special Characters in Artifact Names, Including Calculation Rules 

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

Oracle Planning and Budgeting Cloud (PBCS) – December 2017 Updates

The following announcements and considerations are outlined in the upcoming Oracle Planning and Budgeting Cloud (PBCS) update:

Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and Budgeting Cloud (EPBCS) December 2017

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 14:00 UTC-7 (2:00pm Pacific Time) on Friday, December 1, 2017 and to your production environment on Friday, December 15, 2017, also starting at 14:00 UTC-7. The updates will be applied to your environments during the first subsequent daily maintenance.

New Features:

New Features for Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

  • Standard Interface (Planning and Budgeting Cloud Workspace Interface) Support Removed 
  • Tree View Set as the Default for Reports and Task Lists 
  • Loading Metadata in Data Management 
  • New Custom Functions in Calculation Manager 
  • New Design-Time Prompt Function in Calculation Manager 
  • New Smart View for Office Version 
  • New EPM Getting Started Guides

New Features for Enterprise Planning and Budgeting Cloud Only:

  • Create and Edit Account Groups in Strategic Modeling 
  • Refresh Project Dates for Projects Business Process

Removal of Support:

  • Financial Reporting Studio Desktop Client  
  • Classic Dimension Editor

Defects Fixed:

Refer to the December 2017 - Defects updates for the full list.

Considerations:

  • USING FIREFOX ESR 52.4.2 WITH SMART VIEW
    • Future releases of Mozilla Firefox will be phasing out support for XUL-based add-ons such as Smart View. Starting in mid-November 2017, only add-ons and extensions built with new web extension technology will work in Firefox. Therefore, Smart View 11.1.2.5.710 only supports Firefox versions up to ESR 52.4.1. If you want to continue using Firefox with Smart View 11.1.2.5.710, 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.

 

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

Oracle Financial Consolidation and Close Cloud (FCCS) – December 2017 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)
December 2017

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments on Friday, December 1, 2017 and to your production environment on Friday, December 15, 2017, starting at 14:00 UTC-7 (2:00pm Pacific Time). The updates will be applied to your environments during the first daily maintenance occurring after this time.

Note: You can migrate maintenance snapshots from the current version of the service instance to the preceding version or to the next version. For example, snapshots from 17.08 can be imported into 17.07 and 17.09 service instances. Migration between the same versions is always supported. For more information about migration, see Administering Migration for Oracle Enterprise Performance Management Cloud.

New Features:

  • Advanced Consolidation Features
    • Manage Ownership
    • New Members for Elimination
    • New System Rules for Consolidation
  • Calculation for Opening Balance for Retained Earnings Prior 
  • Loading Metadata in Data Management 
  • New Custom Functions in Calculation Manager 
  • New Design-Time Prompt Functions in Calculation Manager 
  • Excel Smart View Support for Supplemental Data Sets 
  • New Smart View for Office Version 
  • New EPM Getting Started Guides

Removal of Support:

  • Classic Dimension Editor - Effective the February 2018 (18.02) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor. 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). 
  • File-Based Integration of Data Management with Oracle Fusion Financials Cloud
    • Oracle Fusion Financial Cloud Budgetary Control and Encumbrance Accounting is now fully integrated with Data Management.
    • This enhancement brings the integration of Oracle Fusion Financials Cloud with Oracle Enterprise Performance Management Cloud on par with the current, out of the box, file-based integration. As a result, the file-based integration is being phased out starting the September update to the service.
    • If you are using file-based integration between Oracle Fusion Financials Cloud and Oracle Enterprise Performance Management Cloud, Oracle recommends that you adopt this new integration as soon as possible.
Defects Fixed:

Considerations:

  • Adding Base Members From Dimension Editor 
  • Smart View 
  • Copying and Clearing Data 
  • Change in Calculation of CTA for Net Income/Retained Earnings Current Accounts 
  • Comprehensive Income CTA Accounts 
  • Self Service Upgrade 
  • FCCS Amount Override and Rate Override Accounts 
  • 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