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    Mark Rinaldi
    What's New in 19.05?Answered
    Topic posted May 3, 2019 by Mark RinaldiSilver Crown: 22,500+ Points, last edited May 3, 2019, tagged Financial Planning, Help Center, Integration, PBCS, Planning, Projects, Reports, Security, SmartView, Strategic Modeling, Tip, Workforce 
    406 Views, 19 Comments
    Title:
    What's New in 19.05?
    Summary:
    Lots of stuff...
    Content:

    Did you miss me posting this topic last month?  I hope you were able to get by without any counseling necessary.  As you saw via email, we did not provide a 19.04 update because we weren't satisfied with the completeness of testing for the entire EPM Cloud suite.  If one area isn't ready, we hold off for the entire suite since we share the same platform as an integrated solution.  Actually, this is a good thing as we don't just push out a release every month.  We need to ensure it passes our full quality controls and won't knowingly release an update that poses undue risk (yes, we are human and some things slip by us at times).

    Anyway, on to the updates and be sure to read the full May post, which now merge the topics I would have done in 19.04 as well as the ones for 19..05 (please read them all as there are some important ACTION ITEMS for some of you, especially existing Workforce customers - refer to item #25 below):

    1) Lots of new videos posted on O-tube (YouTube).  Overview videos for Customizing Workflow, Navigating the Help Center, and Setting User Preferences in Planning & Budgeting.  Plus a several videos on Data Integration and the recently added Workforce Mass Updates forms.

    2) As previously announced, we have removed support for the archaic Transport Layer Security (TLS) protocol 1.0 and 1.1.  Now we can sleep better knowing that the more secured TLS 1.2 is the only supported protocol.  I feel better already.  How about you?

    3) A new EPM Automate Utility, which includes support for Mac OS and the ability to run multiple sessions of the utility from the same directory!  This version also includes new commands (ApplicationAdminMode and SortMember) and updates to the replay command to support Lagtime parameter and to the ProvisionReport command, which now, by default, generates the simplified version of the Provisioning report instead of the classic version. You must install this version of the utility to use these enhancements... ah, duh!  ;-)

    4) Also after much advanced notice, you can no longer create NEW Composite Forms.  You can still use and edit your current ones but no new ones will be allowed.  We encourage you to leverage Navigation Flows with Dashboards for this type of capability.   Please refer to the "Composite Form vs. Dashboards Equivalency" topic from this very forum with lots of comments from partners, customers, and yours truly.

    5) You can now filter members on the Map Member screen based on a "Contains" or "Equal" operand and a specific source, target, or processing order value.  Wow... what fun!

    6)  There is a new Smart Push option called Use Database Suppression that enables you to apply row suppression at the database level instead of at the application level, thus eliminating the impact on query thresholds and improving Smart Push wait times.  You will like this one.

    7)  Okay, here is an oldie but a goodie.  There is a new application setting to select the default behavior for linking accounts.  The old behavior, even in on-premises Hyperion Planning, is adding a new Account would automatically make it valid in all other cubes and set them to Dynamic Calc with an XREF to the source cube unless you added the HSP_NOLINK as a UDA to the member.  Now, you can set the default to enable or not enable the Dynamic Calc XREFs. 

    A "Yes" means that XREFs will be created for account members the same way as in previous releases.  A "No" means that all generated XREFs will be removed from Account members and accounts will no longer be automatically linked in multiple cubes.

    HSP_LINK is a new attribute provided specifically to override the setting "No" for this Link Accounts by Default setting.  You can then add the HSP_LINK UDA to members to create the @XREF function only for those specific members.  So this is the opposite of the old way where you had to turn off the link.  Now you can turn on the link for specific members.

    This is important as Dynamic Calc XREFs in cubes where the accounts are not necessary have a drain on performance overall.  In my (humble) opinion, I think you should set this to "No" but do your own due diligence testing.

    8) Oh, I hope you are sitting down for this one.... at long last... IT.... HAS.... ARRIVED:  New Smart View Ad Hoc Behavior options!  

    • You can now get an in grid, cell-based POV (hello old Essbase Add-in feature... I missed you) instead of the floating POV menu box/toolbar.
    • How about Submit without Refresh!  Yup.  Using the "Submit Data" button in the Smart View Ribbon, all data cells in a single grid (modified cells and unchanged cells) are marked dirty and submitted.  Once the submit operation is complete, the entire grid will be refreshed.
    • Enhanced Free-form:  Users can insert empty columns and rows anywhere in a grid and change the alias table. Additionally, supports member auto-refresh where deleted members are returned to the grid upon refresh.
    • And last, but not least.... Multiple-grid Ad hoc is now supported!  Multiple ad hoc grids can be placed on the same Excel worksheet. With multiple-grid ad hoc, users can submit data from any grid on the sheet. Grids based on aggregate storage cubes and block storage cubes are supported on the same sheet. Each grid is independent; for example, if required, you can change the alias table for only one grid on the sheet.

    Obviously, you need to download and install the 11.1.2.5.900 release available in May to leverage the above new features as well as the following ones:

    • New Extension Alert dialog to notify you of extension updates upon login.
    • Support for Microsoft Office 2019.
    • New Health Check option, Browser Emulation Mode, to ensure that browser-based screens, such as the Oracle Cloud login dialog, render properly.
    • Informational dialog showing the POV of the drill-through report launch point.

    Are you happier now?

    9) Updates to the Connection Interface include a "Create" button instead of a gear icon on the Manage Connections page.  The "Delete" option is now a row level action and there is a new "Duplicate" option.  When selecting a service to create a connection, there are new icons for Cloud services and the icons are now selectable.

    10) New Form Validation Rule Options:  Two new options "Validate with each possible value for user variables from approval unit dimensions" and "Validate with current approval unit members as values for user variables" are available for data validation rules in forms for promoting and approving approval units.

    • Validate with each possible value for user variables from approval unit dimensions—When enabled, the form will be validated multiple times by replacing the user variable from the approval unit dimension with every possible value. 
    • Validate with current approval unit members as values for user variables—When enabled, the user variable for the approval dimension on the form will be replaced by the approval unit member before the validations are run.

    11) There is a new job status, "Success with Warnings," which indicates that a job was successfully completed, but there were warning messages logged while executing the job. Users can review the warnings by viewing the job details.

    12) You can now use REST APIs to execute jobs to import and export security (Yay!), export audit records and the job console, and sort dimension members.

    13) Update to the Calc Manager Database Property Statistics page:  Starting in this release, the total number of index files and page files will be shown in the run time statistics for Block Storage (BSO) cubes. The previous BSO statistics (hit ratio on index cache, hit ratio on data cache, hit ratio on data file cache, number of index page reads, number of index page writes, number of data block reads, and number of data block writes) are no longer displayed, since Essbase run time statistics are no longer available in Cloud applications.  There is no reason to show 0 value entries, so these statistics were turned off to improve performance.

    14)  The Smart View Admin Add-on will now be updated monthly and should be kept up-to-date:  A new version of the Planning Admin Extension for Smart View is now provided with each monthly update of Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Close and Consolidation Cloud, and Oracle Tax Reporting Cloud.

    The Planning Admin Extension version will always be in sync with the Oracle Planning and Budgeting Cloud version. Each month, the extension may or may not include customer- and internally-reported fixed defects. However, for consistency and interoperability with the EPM Cloud platform, and ease in troubleshooting issues, Oracle recommends that administrators download and install the latest Planning Admin Extension each month.

    15) A new Workflow Mode in Data Management:  The new Workflow mode provides a scalable solution when processing large volumes of data. By default the data load process in Data Management is designed with a well-defined process flow that provides a full audit of the data load process as well as the ability to drill down and view data in Workbench. However, a full data flow may contribute to lengthy processing times due to archiving of data for audit purposes. There are many data load use cases that the audit is not required and performance is a key requirement.

    The full data flow is the default mode for loading data. Data is loaded in the standard way between the staging tables, data can be viewed in Workbench, and drill down is supported.

    A full (no archive) data flow loads data in the same manner as the full mode, but data is deleted from the staging tables at the end of the data load process. Data can be viewed in the Workbench only after the import step. No drill down is available with the full (no archive) mode. This method is useful when you want to review and validate the data during load process but auditing or drill down is not a requirement. This method does not provide performance improvement but limits space usage since data is not persisted for future reference.

    The simple workflow mode limits data movement between the staging tables. No drill down is available and the data cannot be viewed in the Workbench. This method provides performance improvement and is useful when you do not require auditing or drill down.

    16) You can now specify a role ID when connecting to the Oracle NetSuite Planning and Budgeting Cloud Service Sync SuiteApp. The role is required only when you have multiple roles and you want to use a specific role for the connection to the to Oracle NetSuite Planning and Budgeting Cloud Service Sync SuiteApp.

    17) Data Integration simplified user interface has been enhanced to allow drill-through to source from specified data cells in the Workbench. The updated interface also allows you to create filters to view specific values in the Workbench.

    DRILL-THROUGH Users can drill-through to source from specified data cells in the Workbench.

    MULTI-DIMENSIONAL MEMBER TYPE When adding member mappings, you can now use multi-dimensional as a member type. For example, the mapping for Account dimension can be based on source values of Entity, Product, and Project.

    FILTER WORKBENCH DATA In the Workbench, you can apply filters to view specific values. You can create filter criteria on one or more dimensions using a "Contains" or an "Equal" operand and a specific value.

    18) Financial Reporting Web Studio update:  A new server setting, "Chart Plotting Ignores Data Values" allows you to define whether #MISSING, #ERROR and #ZERO values are plotted on charts. I like this one!

    19)  The EPBCS Financials business process now supports additional monthly level rolling forecast time periods so you can now plan at a monthly level for 30, 36, 48, or 60 months in addition to 12, 18, or 24 months.

    After you enable rolling forecast, use the Planning and Forecast Preparation configuration task to configure rolling forecast to plan continuously at a weekly level for either 13, 26, or 52 weeks, at a monthly level for either 12, 18, 24, 30, 36, 48, or 60 months, or at a quarterly level for either 4, 6, or 8 quarters.

    20) You can now manage Strategic Modeling Metadata with Model Change Management to copy metadata form a source model to one or more target models.

    21) Capital Forms and Rules now allow different planning years for the Plan and Forecast Scenarios, configured in the Planning and Forecast Preparation configuration task. 

    Previously, the Planning and Forecast Preparation configuration task for Capital set the &OEP_YearRange substitution variable for both Plan and Forecast scenario. References to this substitution variable are being discontinued. Instead, Capital has updated all business rules to use methods that read the start year and end year from the Planning and Forecast configuration separately for each scenario. Forms are modified to display data based on the start and end periods for the scenario. When the update is applied:

    • Predefined forms are updated.
    • Predefined business rules are updated.

    If you’ve modified rules that rely on the &OEP_YearRange substitution variable, update the forms or rules to use these functions (either in Business Rules or Groovy rules):

    • [[PlanningFunctions.getModuleStartYear("CAPITAL",{Scenario})]]  - This function returns start year of given scenario
    • [[PlanningFunctions.getModuleENDYear("CAPITAL",{Scenario})]]- This function returns end year of given scenario

    For any forms you’ve customized, use ILvl0Descendants of “ All Years”  instead of  &OEP_YearRange.

    (Yes, the Capital team stole my Workforce enhancement for this same update!  Grrrr!  Safe Harbor, Workforce is targeted to get this same enhancement soon.)

    22) As part of the above enhancement, there are now new Scenario Formula Expressions in Calc Manager for "Module Start Year" and "Module End Year."

    23)  A new groovy rule is available in Rules in the Capital business process to push data from Capital to Financials. Also, you can now execute jobs of type rules, rulesets, and templates synchronously from a Groovy rule. Additionally, groovy business rules for Planning ASO cubes now support all types of variables with run-time prompts.

    24) Workforce update to setting salary in the Job Only configuration similar to Employee & Job and Employee Only.  The Add Job rule now supports the default assignment of salary (existing behavior), directly entering salary rate and basis, or by selecting an existing salary grade.

    25)  Greater flexibility in making mid-year Workforce changes:  In the Workforce business process, you now have greater control over when compensation expenses change during the year.

    For example, you can now specify the start month and year for an employee’s updated salary, and then subsequent periods reflect the  new salary. Likewise, you now have greater flexibility in making mid-year changes such as:

    • Changing an employee’s Status or Salary Basis (for example, Monthly or Annual) and Salary Grade (for example, Grade1 or Grade2) starting from a specific month.

    • Assigning new earnings, benefits, or taxes starting from a specific month by using Compensation Planning, then Mass Update, and then Process Updated Data or Synchronize Definitions.

    • Changing the options or tiers for already-assigned earnings, benefits and taxes starting from a specific month by using Compensation Planning, then Mass Update, and then Process Updated Data or Synchronize Definitions.

    • ALERT **** ALERT **** ALERT for existing Workforce customers:  Updating customers: Immediately after updating content, run the new rule 1X Copy Compensation Details from BegBalance to Periods one time to copy compensation data to all periods.

    UPCOMING Changes, Safe Harbor applies:

    26) In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.  This new theme aligns with the other Oracle Fusion Applications.  The following services will adopt this new theme as their default interface:

    • Oracle Planning and Budgeting Cloud
    • Oracle Enterprise Planning and Budgeting Cloud
    • Oracle Financial Consolidation and Close Cloud
    • Oracle Tax Reporting Cloud
    • Oracle Profitability and Cost Management Cloud
    • Oracle Account Reconciliation Cloud
    • Oracle Strategic Workforce Planning Cloud
    • Oracle Sales Planning Cloud

    27) Changes to Default Setting for Exporting Smart List Textual Data:  Starting with the June update to the service (release 19.06), the default value of Export Planning Smart List textual data during daily maintenance for incremental data import application setting will be changed to No.

    The current default value of this setting (Yes) impacts the performance of the daily maintenance process by also exporting text data associated with Smart Lists. The exporting of text data during daily maintenance is required only if you plan to use the daily maintenance snapshot to perform incremental or selective data imports. Because this is not a common customer scenario, Oracle will not, by default, include Smart List text data in the maintenance snapshot. This change ensures improved performance of the daily maintenance process.

    NOTE: The snapshot that is created with the Export Planning Smart List textual data during daily maintenance for incremental data import option set to No is a fully contained snapshot that includes all metadata and data required to recreate your application.

    If you have a requirement to include Smart List data in the maintenance snapshot for incremental data imports, you must change value of Export Planning Smart List textual data during daily maintenance for incremental data import application setting to Yes.

    Please refer to my previous post, To Speed up AMW (Daily Maintenance) or Not, with more information on this topic.

    28) Classic Dimension Editor is eventually going to go away, so please continue to use the Simplified Dimension Editor and log an enhancements requests (ask Support to inlcude "SUIDE" in the enhancement request).

    29) Additional updates to the Connections Interface:  Starting with the June update, you will see a number of additional changes to the Connections interface.

    • On the Select Provider to Create Connection page, all Enterprise Performance Management service providers will be grouped into a single service provider called Oracle Enterprise Performance Management Cloud.
    • On the Connection Details page, based on the URL provided, Application Type will be automatically identified and displayed.

    • On the Manage Connections page, the name and description will be grouped together under one column called Name, and the application type and provider will be grouped together under one column called Application.

    Wow... this took longer for me to post than I was expecting.  I guess that's what happens when you have two month's worth of updates in one release.

    Thanks for reading all the way through and for noting the required Actions.

    As always, happy planning!  :-)

    Best Comment

    Joe Steinbrenner

    I ran the rule for :

    Actual->Working 

    Plan->Working

     

    Comment

     

    • Arun Raj

      Thanks Mark. That's a loooot!!

      Excited about the New Smart View, EPM Automate and REST API features. I am assuming that TLS 1.2 is the standard for all of the Oracle offerings.

       

      • Mark Rinaldi

        I would assume it is the standard for all Oracle Cloud but I can only confirm for EPM Cloud.  I'm glad you found some things to like... from the huge list!

    • Cassandra Marcus

      I really like #18 too!

      Very thorough !! Thanks for sharing. 

    • Joe Steinbrenner

      Good Stuff Mark,

      I am really excited about the new Smartview functionality...

       

      Regarding the new "Updating Employee Compensation" function:

      I am getting an error message: "1. This rule is only applicable to Existing Employees". (...even that I was using an existing employee...myself)

      Joe

       

    • Joe Steinbrenner

      From:

      Navigator>Rules>1X Copy Compensation Details from BegBalance to Periods. 

       

      with:

      Scenario=Actual/Plan and Version =Working

      • Mark Rinaldi

        Is "Actual/Plan" the literal name of the scenario?  I'm wondering if the division operator is causing an issue or does "Actual/Plan" mean you have run it for "Actual->Working" and a second run for "Plan->Working?"

        • Joe Steinbrenner

          I ran the rule for :

          Actual->Working 

          Plan->Working

           

          • Mark Rinaldi

            Oops, accidental "Best Answer" click.  Anyway, I need you to log an SR and DM the SR#.  Something doesn't seem right.  I have run this rule on a few applications from the Rules card without issue.

    • Jerry Ursetti

      We upgraded EPMAutomate and tried the sortMember command on our test Planning instance. It failed. I opened an SR. Development responded, saying this command ONLY works with PBCS, not EPBCS.

      Why is that? We have EPBCS and wanted to use it but we can't.

      Jerry

      • Mark Rinaldi

        Hmmm, I'll ask the developers but my guess is "Order matters."  Our delivered content requires certain members to come first in the outline for subsequent Member Formula calculations as well as ensuring Base members come before Shared members in the hierarchy.

        • Jerry Ursetti

          OK. But what if we aren't using any delivered content?

          • Mark Rinaldi

            EPM Automate wouldn't know that.  Remember, the Sort applies to the dimension at the application level not the cube level.  Since the command wouldn't know if you are using pre-delivered content or not, there is probably a check to ensure it only runs for PBCS app types. 

            Out of curiosity, why enable an EPBCS app if you aren't using any of the pre-delivered content?  You could just create a PBCS application, if you aren't using any of our stuff.

            • Jerry Ursetti

              I thought you might ask that. wink When we initially had our instance set up we intended to use Workforce Planning. But, because of many issues, we decided it wasn't going to work for us. By that point we had EPBCS. We may have an opportunity to get aother instance. When that happens we will probably stick with PBCS.

              The release notes and the EPMAutomate documentation don't mention that sortMember is only supported with PBCS.

    • Grace Ann Wallace

      Hi Mark - are you aware of the issues around members indented despite Indentation Option set to None,an apostrophe and extra space added in front of the cell text in the hierarchies - issue noted in below post.

       

      Thank you for your insight or anyone else that may have heard the same.

      https://cloudcustomerconnect.oracle.com/posts/60012f0521

      • Mark Rinaldi

        Not aware of indentation issues... will check....

        • Grace Ann Wallace

          HI Mark - Can you check into a note in Knowledge Article PBCS - Smart View Ad-Hoc Inserts a 'Space or a Space at the Beginning of the Member Name (Doc ID 2547316.1)

          Issue has been fixed in the July Update.  Note that single-quote (') characters are inserted by Smart View client in order to preserve empty spaces used for visualization of indentation options. 

          To workaround this issue, the Ad hoc behavior will need to be set back to Native mode. Setting the Smart View Ad Hoc to Native mode resolves the 'space in the member names.

          When switched back to Native, the new functionality cannot be used.

           

          This is not really a solution, but the known workaround (even noted as a workaround)... Do you have any insight if this bug will be addressed as setting back to Native mood we cannot use any of the new functionality (also as noted).

           

          Thank you for your insight.

           

           

    • Peter W

      Hello Mark, 

      Have you heard about this issue? When updating Entity Dimension attributes using the SmartView Admin extension, after click submit data, attributes become zero and they do not get saved. We started experiencing this issue after the update. 

      I'm running 64bit 2016 excel, and latest version of SmartView.  

      https://cloudcustomerconnect.oracle.com/posts/7cecee0a98?lang=en_US&opentoken=QXBpS2V5PTkyZDk4OTQ3ZDkyMjY1MjAmcF9jaWQ9MTYyNTYxJnBfZW1haWwuYWRkcj1wd2llbGljemtvJTQwdGFwZXN0cnkuY29tJnBfbmFtZS5maXJzdD1QZXRlciZwX25hbWUubGFzdD1XJlNpZ25hdHVyZVZlcnNpb249MiZTaWduYXR1cmU9S1FPUDdBaEtwN1ZvakV0Y0o5JTJGZnhzVVNoSk0lM0QmcF9zZXNzaW9uaWQ9WFZ4T1RtZ28mcF90aW1lc3RhbXA9MTU1OTU5MDY3OA**#postComment

       

      I'd appreciate any feedback.