For partners that build or integrate commercially available applications and service solutions with the Oracle Cloud Platform
For partners that provide implementation or managed services around Oracle Cloud Applications
Here we go again with another update. As always, I’m sure you’ve already memorized the latest What’s New documentation from our fine User Assistance team from whom I’m about to plagiarize their hard work.
EPM Common Stuff:
The EPM Integration Agent, which provides connectivity between the EPM Cloud and on-premises sources including SQL data sources like Oracle and Microsoft SQL Server, E-Business Suite GL, and PeopleSoft GL, is now available:
In addition to easy access and setup for these sources, the agent may also be extended using scripting to connect to virtually any data source including 3rd party REST API based systems, or systems that can be accessed using a Jython or Groovy script. The agent, implemented as a data source for Data Management and Data Integration, responds and provides the specified information when a user executes data load rules. Agent based integrations may be scheduled like any other data rule which provides users the flexibility to define integrations to any source in an automated fashion.
Now, you can be fully in the Cloud for all data integration. You don’t need to keep FDMEE on-premises as the bridge from your on-premises applications to the EPM Cloud. This is huge!
To spread data for time periods:
Consideration:Data Spreading Check Box not visible in Chrome.
Chrome does not display some Smart View panels correctly when first launched. In these cases, the bottom portion of the panel is not visible and users are unable to see all interface elements in the panel. Some examples are when launching Business Rules, the Plan Type and Apply buttons are not visible at the bottom of the panel. When launching the Options panel, Data tab, the Spreading Enabled check box is not visible.
Workaround: Toggle the Maximize/Restore Down button in top right corner of the Chrome browser. This is the middle button, between the Minimize and Close buttons. You should then be able to see all interface elements in the panel. Once all elements are visible, you may again toggle to your preferred window size and the elements will remain visible.
Effective October 1, 2019, Oracle EPM Cloud has moved the Enhancement Request (ER) processes out of My Oracle Support into the Idea Labs within Cloud Customer Connect. This move is part of our ongoing initiative to continuously improve the customer experience and transparency of the enhancement request process and delivery. Idea Labs are feedback forums where Oracle Applications customers can submit ideas, collaborate on solution approaches, vote for their favorite ideas, and see which are being implemented by Oracle.
If a service request (SR) is determined to be a product enhancement, customers can decide if they would like to log this as an Idea in the appropriate Idea Lab (or vote on one that is already established in the Lab). Enhancement requests will no longer be created in My Oracle Support. Having ideas within the Idea Labs allows customers to have further conversations with other Oracle EPM Cloud Customers, Partners, and Product Development. This will deliver more transparency on enhancement suggestions by allowing customers to socialize their ideas and the ability to vote on others. Customers will be able to see the periodic updates on the most voted ideas from the EPM Cloud Development team.
You can also review the EPM FAQ Document regarding this change.
A Customer Connect session was held on September 25, 2019. The Replay of the Customer Connect session is available if you were unable to attend the live broadcast.
Now, back to the woe-is-me portion of this change… I have to tag each of the 298 Ideas from the Planning Ideas Lab as either: Under Oracle Review, More Information Requested, Planned Idea, Delivered Idea, Current Capability, Duplicate Idea, Declined Idea (!), or Archived Idea. Mmm, is there a “Decline All” option? ;-)
Additionally, we have created a new Forum and Idea Lab for “EPM Platform” since Planning, Financial Consolidation and Close, Tax Reporting, etc. all use the “EPM Platform.”We’re still drawing some lines here, so there will be a gray area for a bit as to what is Platform vs. Planning. I’ll be moving Ideas from the Planning Ideas Lab to the EPM Platform Ideas Lab, as appropriate.
For example, Ideas on Job Console, Export/Import, Forms, Dashboards, Infolets, Task Manager, Approvals, Navigation Flows, Valid Intersections, etc. are EPM Platform issues/ideas.Ideas on any of the Modules, Free Form Planning (still under debate), etc. would fall under the Planning Ideas lab.
Bear with us (me) as we categorize/move/review all 298… already down to 276 as of this writing since I’ve moved a bunch to Shankar’s EPM Platform Ideas Lab.
Updated interface for EPM Cloud Help Centers. As you may have noticed from our recent Oracle Open World User Conference, we’ve changed our logo/image and the EPM Cloud help centers and user assistance pages now represent this new image. I’m dating myself but the figures are eerily similar to the African stick art we used with Hyperion System 9!
Planning Related Items:
Upcoming Changes:
After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools, and then Appearance.
Subscriptions that were provisioned prior to the May 2016 update used the Planner role, which has been maintained in subsequent updates to provide continuity. In subscriptions that were activated after May 2016, the Planner role was already replaced by the User role.
To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User, and Planning1 Viewer, the new role names will be Service Administrator, Power User, User, and Viewer.
This change does not affect how the role names are displayed in the MyServices customer portal.
Removal of Group Export and Import Options from Access Control. In the November 2019 update, Oracle will remove the ability to export and import groups from Access Control. As a result of this change, the Export and Import buttons available in the Manage Groups screen will be removed. This change is being made because the ability to import and export groups is available through Migration and EPM Automate. After this change is made, you will exclusively use Migration for interactive export and import of groups and EPM Automate for automated import and export of groups.
If you have any groups or artifacts named using these keywords, Oracle requests that you rename or delete them; else Oracle will rename them to ensure that there is no impact because of this change. For example, a group named Power User will be renamed as Power User1 without affecting the current role assignments. If you do not want Oracle to automatically rename such groups, you must rename them.
This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.
If you run batch reports overnight that may exceed this 30-minute window, please log a Support Request explaining your use case and concern with this future update.Under normal circumstances, letting a report or ad hoc query run for 30 minutes is less than desirable!
In an upcoming update, the Workforce module will introduce a new member named Start Date (OWP_Start Date), which could impact how you load data into Workforce. The Workforce Data Load templates will be updated to accommodate this change, as will the Data Management templates. This new Start Date member enables more accurate calculations than the current Start Month member.
For existing customers, the start month will be converted to a calculated value based on the Start Date so that your calculations aren't affected. But you will need to make changes to your data load files to provide Workforce with the Start Date instead of Start Month.
Before you kill me, we are still finalizing the best way to minimize or not impact you at all with this change.We may modify the Process Loaded Data rules with an “IF” condition in case you don’t load this new data such that we will convert the Start Month to the first day of that month for Start Date.There may be a 1X rule to run to convert your existing Start Month to the corresponding Start Date but we are trying to handle that through the Content Update for you… no guarantees yet.The upside of this change is for feature enhancements, Safe Harbor, that may be coming to a theater near you soon...
Summary
Okay, this post always takes me longer to complete than I anticipate. You’d think plagiarizing from the User Assistance team would be easier!
Did anyone notice anything missing from this month’s post? Dear video team, are you slacking this month? I didn’t see a single, new video. Gauntlet thrown.
There are several good enhancements this month. I think you know which one is my favorite. What is yours?
Happy Planning!
Recently we have done some setups in TEST environment and now we are planning to migrate incremental setup changes to the Target instance from Test instance. Please provide the guidance in fusion financials related.
Will be appreciated for quick help.
Thanks,]
M Srinivasu.
Link to the video: https://www.youtube.com/watch?v=DSRvYKS2wG4&feature=youtu.be
This learning module provides an overview of Business Analytics Reporting. Watch this video to learn about the strategy and product coverage of Oracle Business Analytics as well its components and key features. In addition, you learn how to locate standard reports and dashboards as well as create and edit reports, analyses, and dashboards.
HI
I am trying to do an OTBI Analysis with Structure and Components Real Time subject area to have all the structures and all the components that belons to the structture, but when I use diffferent attributes for the different folders to combine structure item number and component item number I got some errors and I cannot buid the analysis. Can someone guide to me on that or send to me any example?
Many thanks
Angel
Is it possible to print Dashboard or download it in PDF format?
Is it possible to do a customization on the AP invoice to validate certain fields and making some fields required based on filling of other fields?
I have been successful with Dashboards which only contain report forms. With the composite forms gone I created a dashboard which includes a user input form. The form works fine by itself. The form has a menu which executes a business rule and on "Save" it executes a Smart Push to update the ASO. On the Dashboard even when maximizing the form, the Save button goes away so the data can only be saved by using the Save button on the Dashboard. But that Save does not execute the smart push. Have I missed something on the Dashboard settings to make this scenario work? Can I combine these types of forms?
Need EL Expression for the Requisition ID from the Purchasing Screen
Situation: Customers may consider migration from on-premise Hyperion Planning 11.1.2.4 (classic interface) to PBCS. They are often using composite webforms and are able to see e.g. the content of 3 forms (Actual data last year, Drivers/ adjustments for future plan and resulting plan on 1 screen without the need for scrolling in each of the forms or adjusting the screen resolution of the browser or switching to a larger external monitor.
When migrating existing solutions to PBCS simplified interface, the user typicially sees less information on the same screen and has to scroll through the data or the administrator has to separate the content onto separate forms/ dashboards.
Desired solution: we would prefer settings which allow the PBCS Administrator/ Designer to provide more content (spreadsheet data) on a dashboard by
- adjusting (reducing) the font size
- adjusting (reducing) the row height
- adjusting (reducing) the size of the POV/ Header
It appears that this is currently not possible: "PBCS/EPBCS: Change the Default Font Style and Font Size in the Dashboard (Doc ID 2504965.1)"
In addition, it is preferable to have an option to allow simultanious scrolling in all forms in a dashboard.
The current workaround is to use navigation flow and distribute the content to separate tabs which is not satisfying all users as they have to switch between forms several times to compare and adjust data. Kindly ask to review possible solutions.
Another workaround is to adjust the browser zoom level below 100%, which may cause other sizing issues and is inconvenient when using the browser for mixed business purposes (not exclusively for Oracle EPM/ PBCS)