Narrative Reporting

Enterprise Performance Management

Comments

  • Dave Roberts

    Hi Tino,

    This was covered in the July Narrative Reporting What's New guide: https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/eprcs/releases/Jul/19jul-eprcs-nfs.htm#F9176

    Note that this only applies to new subscriptions as of last July.  Narrative Reporting subscriptions prior to July still get the app, hence the documentation and videos are still there for those customers.

  • Tino Tarantino

    All, 

    I was able to confirm that NR (Narrative Reporting) Applications went away starting with the 19.07 release.    The NR Sample Application however is deployed behind the scenes when you download the NR Sample content.  The current EPM Cloud documentation (as of this posting) hasn't been updated to reflect this change, and this was the source of my confusion.     If you still want a dedicated NR Application, consider using one of the open ASO cubes in EPM Cloud that's available in Planning or Consolidations.   Free Form Planning (only available in EPM Cloud Enterprise Edition) is also an excellent option here if you need more of a pure "typeless" Essbase reporting cube option.   Finally, there is always Essbase 19c / OAC Marketplace.  Lot's of options here.

  • Tino Tarantino

    It's my understanding that Custom Applications have been removed from NR, but what about the NR Sample Application?     I see a Sample Model  in Library -> Data Sources which has a Data Source Type of  Narrative Reporting Data.  However, when I click on this Data Source, nothing happens.   I can only inspect or delete this data source, but can't edit it.     Should I therefore assume, the NR Application concept is gone entirely, and that the system defined "Sample Model" is all that is remains to support the Sample Library content only.    That's fine with me, it's just that Cloud Documentation still refers to the NR Application.   I couldn't find any updates in Customer Connection,   "What's New", or anything that else to help me answer this question.

  • Tino Tarantino
  • Tom LeFebvre

    Not sure I am following your use case.  But if you are updating the reference doclet, either by creating new named ranges or updating the data within, the reference doclet needs to be checked in to commit those changes to the report package.

    If you are working in both excel and word, you will have to check in the excel reference doclet to commit the change.  But to see those changes reflected within the word doclet, you have three options. 

    The first and quickest is to do a preview in the browser of the word doclet. 

    The second is to open but not check out the doclet in Word then select "Refresh Document" under the refresh button to download the updated doclet with the refreshed embedded content.  The third is to open and check out the doclet in Word, then select "Refresh Embedded Content" under the refresh icon.  I find the first option better of these last two options.

    Thanks

    TomL

     

     

  • Dave Roberts

    Customers typically load data from one business process to another for reporting purposes.  For example, a report with Actual vs Plan data sourced from the different business processes.  If that's not what you are doing, then just using the reporting solutions on each business process should suffice without needing load data between them

  • Michael Krichevsky
    • posted via email reply November 1, 2019
    • Permalink
    Dave,
    
    I was comparing FCCS to EPBCS.
    
    I'm trying to understand what would be the main reason to replicate Budget data in FCCS if reporting capabilities between two modules are identical.
    
    Thanks,
    
    Michael.
    
  • Dave Roberts

    Hi Michael,

    I don't know if you are referring to Financial Close and Consolidation having more robust reporting, etc than Planning or Management Reporting/Narrative Reporting?

    Both business processes (Financial Close and Planning) can utilize FR, Smart View, Dashboards against the same data source its hosted on, not cross cloud. So, if you need that interactivity and specific dashboard features with data from both sources, it makes sense to load from one to another to combine them. In Smart View you can obviously use separate sheets to retrieve data from different sources and combine them via Excel formulas on a 3rd sheet.

    Narrative Reporting provides the workflow and framework for easily combining data and narrative in one solution, which the other business processes do not have.  Management Reporting has the cross-cloud reporting and other enhanced reporting features and authoring experiences over FR.

     Regards,

    Dave

  • Michael Krichevsky
    • posted via email reply November 1, 2019
    • Permalink
    Dave, Thank you for the prompt response.
    
    Based on what you said is it fare to say that FCCS has more robust reporting and dashboarding capabilities?
    
    Thanks,
    
    Michael.
    
  • Dave Roberts

    Hi Michael,

    I think this is dependent on your reporting requirements and how deep they are.  If you need to just show Actual vs. Budget in a few formatted reports, with no need to show this Smart View or dashboards, then pulling in a column from each business process source might make more sense.  Here are a few relevant doc links from the MR designer guide:

    Using Formulas to Reference Other Grids in the Same Report
    About the Grid Point of View
    Point of View Examples

    If you need to query and interact with data from both business processes in Smart View and Dashboards, it might make sense to load data from one business process to another.  I can't speak to the data integration aspect of it, as that's outside of my expertise.

    Hope this helps.

    Regards,

    Dave

  • Michael Krichevsky

    @Dave Roberts.

    Hi Dave,

    Just came across this post and your answer... it is the closest to my question. so I was hoping to leverage your expertise. 

    We are implementing parallel FCCS and EPBCS and I am looking for clues on best practice on the reporting side...

    EPBCS will be used for Budgeting and forecasting and FCCS for consolidation. Does it make sense to load budget into FCCS or keep it just in EPBCS, so all the MR to be done from EPBCS and all Statutory reports produced out of FCCS.

    Any advice/leads/materials related to it would be appreciated.

    Thanks,

    Michael.

  • Dave Roberts

    To clarify, on-prem Disclosure Management reached its end of life with the 11.1.2.4 release, there is no further Development being done on it.  

    In Narrative Reporting/Disclosure Management, Smart View would need to be used to connect to HFM.  Disclosure Management has never has direct connectivity to any data sources, it has always used Excel or Word based content via either Smart View or other ad-ins to 3rd party sources

  • Daniela Morais

    On premise could be Disclosure Management and HFM as Datasource?

    and in cloud as to be Disclosure and Narrative, and use Smart View + Excel, that's it?

     

  • Al Marciante

    For the ESEF format, you would use Disclosure Management within Narrative reporting, and use Smart View + Excel to format your financial statements to include.

  • Daniela Morais

    The purpose it's to generate reports in European Single Electronic Format (ESEF) with HFM data.

    So, we can do it based on smartview with HFM data? that's it?