Posts

Posts

  • Jash Joshi
    Simple way to update Valid Intersections
    Topic posted Yesterday by Jash JoshiRed Ribbon: 250+ Points, tagged Analysis, EPBCS, Financial Planning, Integration, PBCS, Planning, Security, Support, Tip in Enterprise Performance Mgmt > Planning public
    Title:
    Simple way to update Valid Intersections
    Summary:
    I have lots of valid intersection rules in my application and I need a simple way to update them using a file or excel template
    Content:

    Since I have lots of valid intersection rules in the application, the valid intersection page is very slow (While opening the VI page) and it takes a lot of time to respond whenever I make any changes to the VI rules or add new rules. It also takes a lot of time in saving as well.

    Is there any simple way to make changes to the VI rules like through excel or through any template?

    Any help is greatly appreciated

    Thanks in advance,

    Jash

  • Mark Rinaldi
    KScope 2019 Early Bird Registration Ends Soon35.0
    Topic posted March 27, 2019 by Mark RinaldiBronze Crown: 15,000+ Points, tagged Analysis, ARCS, Close, Disclosure, EDMCS, EPBCS, EPRCS, FCCS, Financial Planning, Help Center, Integration, Patching, PBCS, PCMCS, Planning, Profitability, Projects, Public Sector, Reconciliation, Reporting, Security, Smart View, Strategic Modeling, Support, Tax, Tip, TRCS, Workforce in Enterprise Performance Mgmt > Planning public
    Title:
    KScope 2019 Early Bird Registration Ends Soon
    Summary:
    Best EPM User Conference
    Content:

    The KScope 2019 User Conference Early Bird Registration fee deadline is 31-Mar-2019.  I can't recommend this conference highly enough.  It is the premier Enterprise Performance Management (EPM) user conference of the year. 

    There are tons of sessions to learn about Oracle EPM products led by fellow customers, implementation partners, and a few by your friendly Oracle Product Managers and Developers.  You can even earn CPE credits!

    Here are some of the benefits (Convince your Manager to let you go - includes sample "Justification" letters for approval):

    • 300+ technical sessions on Oracle and Oracle-related solutions
    • Three days of hands-on training—at no additional charge
    • All-day symposiums—at no additional charge
    • Non-stop learning! Unique educational formats, hands-on experience with the latest software, lunch-and-learn sessions with Oracle ACEs, and regular social events to meet and talk with industry experts and other participants
    • Topics to help you refresh your foundation, learn something new, advance your current skills, and stay prepared for the future
    • Flexible conference options so that you can attend live sessions and training while also keeping an eye on work requests

    The Oracle EPM/Hyperion community is a close-knit one.  Share ideas, learn new things, and discuss the best ways to get the most out of your Oracle EPM and BI applications and tools.

    For those that have been to KScope in the past, please comment on your experiences and help convince others new to the community to join us in Seattle this year.

    Don't miss out.  Register today.

  • Mark Rinaldi
    What's New in 19.02?165.0
    Topic posted January 31, 2019 by Mark RinaldiBronze Crown: 15,000+ Points, tagged EPBCS, Integration, Patching, PBCS, Planning, Support, Tip, Workforce in Enterprise Performance Mgmt > Planning public
    Title:
    What's New in 19.02?
    Summary:
    A lot!
    Content:

    I'm sure you haven't slept well awaiting my "What's New" post, so here it is!  ;-)

    As always, please read the latest What's New document for full details.  Without further delay:

    1. Migration Snapshots now display file Size and Last Modified Time
    2. Calc Manager team keeps pumping out new functions.  The @LIST(Argument) Aggregate Storage (ASO) function has now been added for us in Point of VIew ASO custom calculations or allocations.
    3. Any time the provided Oracle HCM extract gets updated with new functionality or definitions, a new file is created and made available to customers.  A release version number is added to the new file name to identify it as a new template file.   This new approach allows customers to take the latest update and, at the same time, retain all existing mappings and definitions for the target application in Data Management (DM).  Prior to this release in Oracle HCM Cloud, the extract definitions could not be updated once they had been executed.
    4. Data Integration has been updated with new source expression types for the import format.  Expressions operate on the value that is read from the import file.  They are used to transform and augment values for source dimensions.  In addition to the existing Rpad, Lpad, and Constant source expression types, the following ones are now available for the non-Amount source dimensions:  Default, Prefix, Replace, Split, Suffix, Substring, Ltrim, Rtrim, and Conditional.  The source expressions for Amount source dimensions have not changed from the previous release.  As with target expression types, you can specify when to process expressions.  You can process them during the import step or during the actual data load.  Expressions processed at the import stage may improve load performance when working with large data sets.  Wow!  These new expressions should cover all your data integration needs.  Who doesn't like a good Ltrim, Rtrim, Substring, Split, or Conditional expression?
    5. Starting with this release, you can now delete an entire integration including the name, import format, location, mappings, and data rules created in Data Integration.  The process to delete the integration is under System Maintenance Tasks in Data Management.
    6. More REST APIs for your enjoyment!  Administrators can now use these new REST APIs to optimize the performance of an application:  Set admin mode for an app, compact the outline file for an ASO cube, perform a full restructure of a Block Storage (BSO) cube to eliminate or reduce fragmentation, merge incremental data slices of an ASO cube to improve performance, and Optimize aggregation to improve the performance of ASO cubes.
    7. Incremental Data Loads for Workforce have arrived!  Leveraging the DM Incremental Load adapter, we strongly recommend loading all source Workforce data via DM rather than direct imports.  The process is to load the source file through DM and run the appropriate Process Loaded Data rule as normal.  However, all subsequent loads via DM will now compare to a previous load (of your choosing) to generate a data load file with only the changes from the source file (AKA Delta Load file).  Also new are several Groovy-based rules that will create a focused FIX statement to only calculate on the data intersections in the "Delta Load file."  So rather than re-running the Process Loaded Data for the world after subsequent loads, using this new DM load process will significantly reduce the processing time of the data import and subsequent calculations.  I'll post more on this separately and will schedule a Customer Connect Webinar on this topic.
    8. Related to the Incremental Data Load process via DM, Workforce is now shipping with additional forms to make it easier to make changes to existing data directly via a form.  The appropriate Groovy-based rules are associated with these forms to generate a focused FIX on only the data that has changed, again, to execute the calculations only on the intersections of data that have changed.

    Upcoming Changes:

    1. Removal of support for Transport Layer Security (TLS) Protocol 1.0 and 1.1.  Starting with the May 2019 update (i.e. release 19.05), Oracle will only support TLS 1.2 to communicate with the Cloud.  This is a good thing.  You shouldn't be using the outdated versions of TLS at this point.  Most modern operating systems and browsers support TLS 1.2 already, so you shouldn't notice any issues.
    2. As we have been documenting for several months, we expect to remove the ability to create NEW Composite Forms in a future update in 2019.  Existing Composite Forms will still work and can be edited but no NEW Composite Forms will be allowed after this change is implemented.
    3. Classic Dimension Editor will also be removed in a future update in 2019 as we continue to enhance the Simplified User Interface Dimension Editor (SUIDE).  As previously discussed on this forum, please log bugs and enhancement requests for the SUIDE via My Oracle Support and ensure Oracle Support puts "SUIDE" in the name of the enhancement or bug.

    I'm really excited about the Workforce Incremental Data Load process, as mentioned, you will be seeing more from me in this space on this topic.  It is critical that all partners and customers begin using this process for loading data for EPBCS Workforce planning as soon as possible to leverage significant performance improvements for subsequent data loads.

    Whew!  Stay tuned for more information and happy planning!

  • Patrick Daniels
    An easier way to navigate Oracle to find EPM resources!25.0
    Topic posted October 4, 2018 by Patrick DanielsSilver Medal: 2,000+ Points, tagged Help Center, Support, Tip in Enterprise Performance Mgmt > Planning public
    Title:
    An easier way to navigate Oracle to find EPM resources!
    Summary:
    Know which Oracle EPM Cloud resources to use - and when - in a single page dashboard view
    Content:

    Sign up for Oracle's Customer Success Portal --- it's free.

    And gain access to the below EPM Quick Links chart!

     

    These are made by an elite team within Oracle Customer Care.  Let us know what you think!

    Patrick

  • Mark Rinaldi
    What's New in 18.10?35.0
    Topic posted October 2, 2018 by Mark RinaldiBronze Crown: 15,000+ Points, tagged ARCS, Close, EDMCS, EPBCS, FCCS, Patching, PBCS, Planning, Projects, Reporting, Security, Support, Tax, TRCS, Workforce in Enterprise Performance Mgmt > Planning public
    Title:
    What's New in 18.10?
    Summary:
    Do you love these posts?
    Content:

    Hello,

    Here we are again with another "What's New" post that is totally unnecessary since you have already read the information with your bookmarked link to the What's New documentation and your monthly reminder to read it thoroughly.  However, on the off chance you didn't read it or want a bit more details and weak attempt at injecting some humor on the topic, here's my take on the key features:

    1. New EPM Automate Version with renameSnapshot command.  This feature can be helpful if you want to rename the Daily Maintenance (i.e. AMW) Snapshot prior to it being overwritten by the next Daily Maintenance.  As always, you are responsible for downloading and locally saving any historic Snapshots.  (I was reminded that we don't refer to Automated Maintenance Window as AMW but as Daily Maintenance)
    2. Task Lists now support Dashboards!  (only in the Simplified UI)  ...enough said
    3. Calc Manager plays nicer with Bill Gates.... @CalcMgrDatesToExcel custom function has been added to Calc Manager to convert dates in YYYYMMDD format to Excel dates.
    4. Financial Reporting Web Studio (FR) plays nicer with Bill Gates... a new server setting, "Export to Excel Using Default Sheet Name," determines the sheet name upon export from FR.  A setting of "False" uses the FR report name for the worksheet name and a setting of "True" uses Excel's incredibly creative default names of Sheet1, Sheet2, etc.  Apparently this was a thing?
    5. Dashboards now support Master-Detail Relationships between Forms.  You can tag a Form in a Dashboard as "Master," which will then filter the members in a target object.  This target or "Detail" object will only show the details relevant to the members selected in the Master Form.  Basically, you can now "Apply Context" from within a Dashboard between objects from master to detail Form.
    6. Improved Daily Maintenance (no longer AMW) Performance setting.  As discussed under Safe Harbor on my "To Speed up AMW (sic) or Not" Idea post, we now have an "Export Planning Smart List data during AMW" setting (oops... should say "Daily Maintenance" but we'll get to that later... maybe) to help you likely improve the Daily Maintenance performance, if it is problematic for you.  If you have large cubes with lots of Smart List data values such as are used in EPBCS Workforce, you can choose to change the setting to dramatically speed up the Daily Maintenance.

    The setting options are as follows:

    No - Streamlines the data export portion of the Daily Maintenance such that you can NOT use a partial or incremental data load with the subsequent Snapshot created as part of Daily Maintenance.  Data in this type of Snapshot can only be used as part of a full restoration.

    Yes (default setting) - Makes no change to the current Daily Maintenance process such that the data can be used as part of a subsequent incremental data load and as part of a full restoration.

    Note, the Vote on this in the Ideas Forum was close and the reverse actually won but we applied the Safe Harbor provision and decided to leave the behavior unchanged to avoid any regression.  If you want to improve your Daily Maintenance performance and can take separate Smart List data exports (e.g. via EPM Automate), then you will need to modify this setting to "No."

    Bottom line:  "No" = faster Daily Maintenance but no incremental data loads allowed and "Yes" means slower Daily Maintenance but incremental data loads allowed

    This enhancement ties back to the changes we previously reverted from the 18.07 release based on your Customer Connect feedback.

    Upcoming Changes:

    1. As we have been documenting for several months, we expect to remove the ability to create NEW Composite Forms in a future update in 2019.  Existing Composite Forms will still work and can be edited but no NEW Composite Forms will be allowed after this change is implemented.
    2. Classic Dimension Editor will also be removed in a future update in 2019 as we continue to enhance the Simplified User Interface Dimension Editor (SUIDE).  As previously discussed on this forum, please log bugs and enhancement requests for the SUIDE via My Oracle Support and ensure Oracle Support puts "SUIDE" is in the name of the enhancement or bug.  Safe Harbor applies but we have several enhancements targeted for SUIDE in the near future.
    3. Proposed changes to application-level Access Control to improve integration across planning, consolidation and close, tax reporting, and EDMCS applications.  Predefined roles will no longer appear as Groups in Access Control.  This proposed change will NOT affect how you create and manage groups or use them for application-level access control.  If you are concerned with the impact of this change on your environment, please create a Service Request in My Oracle Support explaining your use case.  I copied this from my last What's New post and want to remind you that this is a "Proposed change," so please log SRs with any issues.

    I think that does it for this month's "What's New" post.  I hope you found something to enjoy or have gained useful knowledge from reading this post.

    As always, I welcome your feedback.

  • Tino Tarantino
    OPF_Direct Expense web form doesn't display total for:...2
    Topic posted September 19, 2018 by Tino TarantinoSilver Medal: 2,000+ Points, tagged EPBCS, Planning, Projects, Support, Tip in Enterprise Performance Mgmt > Planning public
    Title:
    OPF_Direct Expense web form doesn't display total for: "All Year->Total Labor Expenses" (18.07)
    Summary:
    The issue appears to be a bug in the valid set of Account for the delivered OPF intersection rule: Resource Class (see screen shot).
    Content:

    Workaround:  Clone the "Resource Class" valid intersection rule and add ichildren(OPF_Direct Expenses") to Account for validation group anchored by: "OFS_DIrect Entry "resource class.   After this change, All Years->Total Labor Expense should show up (see screen shot below).

    Note:  Other OPF Web Forms used to planning other resource classes (i.e.Labor, Material, Equipment)   might also be impacted by this issue, so further changes might be required for other resource classes.

  • Misa Ishikawa
    第2回PBCS Customer Success Day公開資料の共有5.0
    Announcement posted September 11, 2018 by Misa IshikawaGreen Ribbon: 100+ Points, tagged Integration, PBCS, Smart view, Support, Tip in EPM Cloud日本語フォーラム public
    Title:
    第2回PBCS Customer Success Day公開資料の共有
    Announcement:

    皆様

    先日はPBCS Customer Success Dayにご参加いただきありがとうございました。
    共有可能な資料、全体写真について、こちらに添付させていただきます。

    添付は次のとおりです:


    NaITO様登壇資料.pdf
    PBCSとサポートの活用.pdf
    カスタマーコネクトの活用について.pdf

     

    次回のCustomer Success Dayにも是非ご参加ください。

    Image:
  • Kaori ***
    【EPM Cloud お役立ち情報 -8月】PBCS/FCCS...
    Topic posted August 19, 2018 by Kaori ***, tagged ARCS, EPBCS, EPRCS, FCCS, Patching, PBCS, Support, Tip in EPM Cloud日本語フォーラム public
    Title:
    【EPM Cloud お役立ち情報 -8月】PBCS/FCCSよくあるご質問③
    Content:
    EPM Cloud(PBCS/FCCS) のユーザーの皆様へちょっとしたお役立ち情報をお届けしていきます。
    不定期ですが、製品情報を投稿して参りますので、EPM Cloud日本語フォーラムへお立ち寄りください。
     
    皆様、夏休みはもう取られましたか?今日からお休み明けという方も多いのではないでしょうか。
    さて、お休み明けの本日は、EPM Cloud 月次・日次メンテナンスのご説明です。
    EPM Cloud側のメンテナンスやお客様環境でのバックアップ取得の自動化などについてご確認ください。
  • Mark Rinaldi
    What's New in 18.05?25.0
    Topic posted May 3, 2018 by Mark RinaldiBronze Crown: 15,000+ Points, tagged ARCS, EPBCS, Integration, Patching, PBCS, Reporting, Security, Smart View, Strategic Modeling, Support in Enterprise Performance Mgmt > Planning public
    Title:
    What's New in 18.05?
    Summary:
    The 18.05 What's New document has the latest features addd to PBCS & EPBCS
    Content:

    I'm sure you have all bookmarked the What's New Release Content Document and read it every month, so there is no need for me to remind you of the following key enhancements to PBCS and EPBCS:

    1. New EPM Automate Utility - supports runDailyMaintenance command
    2. Activity Report now shows MS Excel version usage
    3. Ability to set display preferences for Tasks
    4. Retains last Tab accessed in Navigation Flows to quickly bring users back to the last tab they were using in a Card
    5. Enhancements to Dashboards like better scroll bar management (only shows if needed), show/hide grid lines in many chart types, Scaling of values in charts, etc,!  (A few personal favorites - better scroll bar management and Scaling)
    6. New Admin Mode Job Type - scheduled jobs can now restrict application access to Admins only
    7. Export/Import Level 0 data for ASO Cube
    8. For the inner Essbase geek in you, the Average Fragmentation Quotient is now available in the Statistics page within Calc Manager\System Properties
    9. EPM Connect & Navigation flows now support access to ARCS Clusters/Cards as a target application
    10. EPBCS:  Self-service Content Upgrade
    11. EPBCS:  Data Management integration with Oracle HCM Cloud now supports the direct sourcing of metadata from HCM - now it is just like sourcing data so it can be executed directly from DM and automated
    12. EPBCS:  Strategic Modeling Smart View Extension now supports creating a copy of an input Scenario
    13. Classic Dimension Editor goes away in 18.06 release - move to the Simplified Dimension Editor now
    14. Composite Form Creation now longer available for new subscriptions starting with 18.06.  No further enhancements to Composite Forms
    15. Financial Reports Studio client scheduled to be removed 18.09
    16. Dashboard Folders (with ability to assign security to the folder) is coming, Safe Harbor, in 18.06!

    Wow, those are a lot of new features!  I'm sure we will discuss at KScope 2018 in Orlando June 10-14, 2018

  • Misa Ishikawa
    PBCS Customer Success...
    Announcement posted March 7, 2018 by Misa IshikawaGreen Ribbon: 100+ Points, tagged ARCS, EPBCS, EPRCS, FCCS, PBCS, Smart view, Support, TRCS in EPM Cloud日本語フォーラム public
    Title:
    PBCS Customer Success Day(2018年2月16日開催)の資料と写真の共有
    Abstract:

    先日はPBCS Customer Success Dayにご参加いただきありがとうございました。
    共有可能な資料、全体写真について、こちらに添付させていただきます。

    Announcement:

     

    添付は次のとおりです:

    -リアルタイムの経営判断を支える管理会計システムの導入
    -PBCSの製品ロードマップとおすすめ新機能のご紹介
    -Paas for Saasとは?~PaasでPBCSはどう変わるのか~
    -日本語コンテンツのお知らせ

    次回のCustomer Success Dayにも是非ご参加ください。

     

    Image:
    File: