In a recent monthly patch, the Autosave feature has been brought to web forms. It is surely not a huge update but it comes in handy for end-users when using forms. We will take a quick look at this autosave feature in this post. Introduction The autosave is self-explanatory. It allows when users…
After a long wait, the Enterprise Profitability and Cost Management (EPCM) will be officially released next month, June 2022. The new Enterprise PCM is designed on top of the Planning platform. You will be seeing a lot of common features, clusters, and cards that are currently existed in Planning or FCC solutions. The Enterprise…
Groovy business rules give us the flexibility to customize the job log messages. Not only just seeing whether the job ran successfully or failed, but it can also tell a lot more. For a quick example, I am running a dummy business rule and the job log displays the duration of the rule and…
The previous post has discussed multiple ways of cloning environments, from on-prem Hyperion to cloud EPM to EPM automate. For more information, check the following post. EPM Lab – Clone Environment The screen-based clone environment interface surely provides flexibility and convenience. However, there are some caveats. I have seen folks cloning enrolments incorrectly or…
Since the narrative reporting feature comes to Planning management reporting, it has really improved the reporting capability. As installing the February 2022 planning updates, the management reports now are able to export to Excel Smart View, it pretty much completes the report functionalities. If you have been using the traditional Financial Reports (FR), I…
The attribute dimension is a special dimension that is associated with a business dimension. It is useful and powerful for filtering dimension members, processing specific calculations, and doing reporting. Attributes group data through alternative means as opposed to utilizing the existing dimensional rollups. For a more detailed attribute introduction, check the following previous…
The Freeform planning application came to the market in August 2019. Since then, it has been improved in multiple ways. The Latest Updates To start with the latest updates, starting from Feb 2022, the Enterprise EPM Cloud landing page now features the new FreeForm business process. Background Information Alright, let’s take a…
Before starting the quarter-to-date topic, a quick introduction to NetSuite Planning and Budgeting (NSPB) will be helpful for you to understand this solution. NetSuite Planning uses the EPM Planning platform, and it is part of the NetSuite SuiteSuccess solutions. NetSuite Planning comes with the Out of the Box versions, Standard and Premium, which help…
Starting from August 2021, we are able to process “Dense Sparse Optimization” (DSO), which is basically changing the dense dimension from Account to Period and Movement. Initially, the account was the only dense dimension in a Financial Consolidation and Close application. You may run into certain performance challenges, including taking a long time to…
Journals Overview During a financial consolidation and close period, when data was submitted to the system, additional adjustments might need to be entered. This is where the Journal Entry comes into the picture. We can also assign workflow and security for journals. This post will be mainly focusing on using Data Management and Excel…