EPM Cloud Updates – November 2018 – EPBCS, FCCS, PCMCS, ARCS, EPRCS & EDMCS

Posted by Jun on October 25, 2018

Oracle releases the application updates documentation on new features and fixed issues from the Applications Release Readiness site. From there, you will be able to check the update for Customer Experience, Human Capital Management, Enterprise Resource Planning, Supply Chain Management, Enterprise Performance Management.

A quick recap of the EPM applications.

For PBCS, Enterprise Planning Cloud (EPBCS), FCCS, PCMCS, ARCS, EPRCS and EDMCS, usually, the latest update will be installed on the first Friday of each month to test environment, and third Friday of each month to production environment. The update will be applied during the normal daily maintenance window.

For the September update, it will apply the latest updates to test environment on Friday, November 2nd, 2018 and to production environment on November 16th, 2018.

In this patch, these are the major updates:

Enterprise Planning Cloud

1.New Version of Oracle Smart View for Office

Oracle Smart View for Office 11.1.2.5.810 will be available in November 2018. This version includes new features such as:

Drill-Through to Excel Sheets from EPM Cloud
Attaching Files to Cells in Forms and Ad Hoc Grids
Additional Information Added to Health Check
Support for Oracle Sales Planning Cloud

2.Pushing Data between Strategic Modeling and Planning Using Data Maps

You can push data between Strategic Modeling and Planning using data maps and Smart Push. Data maps and Smart Push provide an easy-to use interface that automatically maps same-named dimensions and members and allows you to define the mapping between other dimensions and members. You can define complex mappings from one dimension to multiple dimensions. Similarly, you can define mappings from multiple dimensions to one dimension. It includes a Microsoft Excel template to further simplify setting up detailed mapping.

You can define data maps that push data:

From a Strategic Modeling model or consolidation to a Planning cube.
From a Planning cube to a Strategic Modeling model.

Advanced options let you define complex mappings to or from multiple dimensions to or from a single dimension and between members with different names. These advanced data map options are available only if Strategic Modeling is enabled and is a source or target in the data map.

3.Rest APIs for Managing Users

You can now use REST APIs to perform these user management-related operations:

Add users to a group
Remove users from a group

4.New Aggregate Storage Functions in Calculation Manager

The following Aggregate Storage functions have been added to Calculation Manager. These functions filter the shared and dynamic members from the Point of View (POV). The functions can be used in the POV of an Aggregate Storage custom calculation or allocation.

@FilterDynamic(Dimension Name, Member Name) removes all dynamic members from the list of members
@FilterShared(Dimension Name, Member Name) removes all shared members from the list of members
@FilterSharedAndDynamic(Dimension Name, Member Name) removes all dynamic and shared members from the list of members

5.New Design-Time Prompt Functions in Calculation Manager

The following design-time prompt functions have been added to Calculation Manager:

@IsAncest returns true if the specified ancestor member is an ancestor of the child member.
@IsChild returns true if the specified child member is a child of the specified parent member.

6.New Custom Function in Calculation Manager

The @CalcMgrDateTimesToExcel function, which converts multiple dates in YYYYMMDDHHMMSS format to Excel dates, is now available in Calculation Manager.

Financial Consolidation and Close Cloud

1.Option to Select Custom Top Member for System Calculations

For user-defined Custom dimensions, you now have the option to select the Custom dimensions for which Top Member processing will be applied. When selected, the System Calculation option applies to all scenarios and years.

2.Running Intercompany Reports

After you create an Intercompany report, you can now save it as a Job and run it a later time. The Intercompany Reports page displays a list of available reports.

3.Reopening Locked Schedules

When working on a Close Manager schedule, you can now reopen a locked schedule, if required.

Select the locked schedule, and then under Set Status, select Open.

Profitable and Cost Management Cloud

N/A

Account Reconciliation Cloud

1.Export of Adjustments and Transactions as Journal Entries

In Transaction Matching, you can export adjustments or transactions as dual sided journal entries that can then be imported into your ERP system. Using Jobs History, the exported journal entries are made available in a text file.

In addition, attributes for Adjustment and Support Types have now been made global so that you can reuse these attributes by choosing from a drop down list.

The process for exporting adjustments and transactions as journal entries is:

Create global attributes for Adjustment and Support Types.
Define the journal columns.
Map transaction/adjustment attributes to journal attributes.
Optionally, when exporting transactions, you can filter the list of transactions.
Perform the export of the journal entries in a text file using Jobs History.

2.Able to Create Match Process without an Auto Match Rule

You can now create a match process without an Auto Match rule present. This enables customers who want to perform manual matching only in Transaction Matching to create a match process without any auto matching rule.

Enterprise Performance Reporting Cloud

1.Adding Linked Document Files to Management Report Doclets And Reference Doclets

When inserting a Management Reporting report into a report package as a reference doclet, you have the option of linking it to the selected report in the library.

2.DISPLAYING THE DESCRIPTION PROPERTY ON A MEMBER IN MANAGEMENT REPORTING

In Management Reporting, the ‘Description’ property on a member can now be shown in the report using the MemberProperty text function.

3.SUPPORTING AN EMAIL NOTIFICATION ON REPORT PACKAGE VARIABLE REFRESH

If an Author or Report Package Owner updates any variable values or deletes variables from the report package, then a notification is sent to the respective Report Package Owner or Author. The notification includes:

A summary in Messages with a link to report package.
Details in the notification email with variables and doclets affected, as well a link to report package.

Enterprise Data Management Cloud

N/A

These are the November updates for EPM Cloud. I will keep my eyes on the monthly updates and will share more ideas going forward. See you next time.