Narrative Reporting

Enterprise Performance Management

Comments

  • Opal Alapat

    Off the top of my head, one workaround might be to use the new management reporting Smart View grid import into an Excel reference doclet. Then you can create a reference variable that references the same cell on that grid as the management reporting report (assuming it is a pure data source cell and not a report calculation).

  • Al Marciante

    Hi Sahitya

    Currently, reference variables can only be set via Excel or Word doclets.  

    It is important to note that available shortly will be server-side (EPRCS) refresh of Excel / Smart View for EPM Cloud sources.  This will allow single click updates of content without downloading it first, similar to what you have with management reports.

    If interested in this feature, please review the posted customer connect webcast event from January.

    Al

  • Tom LeFebvre

    Hi Rich,

    In Excel, Charts and Graphs "float" in front of the tables.  In order to get those charts and graphs to be embedded into a doclet, define a named range behind the graph or chart.  Be sure that the graph or chart fits within the area defined by your named range.  Also, be sure those cells are empty of any other content.  The system will recognize that there is a graph or chart above the named range area and will embed the graph or chart within your doclet.

    There is an example of this within the sample content.  In the "Sample Report Package - MS Word" report, there is a pie chart that in the "Vision Statements" Excel reference doclet. 

    Thanks

    TomL

  • Dave Roberts

    Hi Sahitya,

    Currently you need to check out Excel reference doclets and manually perform the refresh, then upload and check-in.  There is a Smart View server-side refresh feature in an upcoming release of EPRCS that will refresh Excel-based EPM cloud-based Smart View queries upon refreshing the report package.

    Regards,

    Dave

  • Al Marciante

    Hi Maxime,

    That is correct.  Smart View will use the SSO credentials. 

    You can get additional information on configuring SSO from the help center:

    https://docs.oracle.com/en/cloud/get-started/subscriptions-cloud/ocuid/oracle-single-sign.html

    Regards -

    Al

  • Al Marciante

    It is important to note that in early CY2019, EPRCS will be able to refresh Smart View-based content directly on the server without need of downloading the Excel document to perform a client-side refresh. With this in mind, you may be able to use this as a gateway to set a report package variable to a subvar that is coming from another EPM Cloud application, such as EPBCS, FCCS, TRCS, etc. Which, is what the current Subvar support is for in Management reporting currently.  

  • Bill Fox

    Hi Maxime,

    That's interesting.  Usually, there is a certificate and it is included with the export of the IdP metadata.  And if not, the IdP certificate is manually configured in Oracle Cloud SSO.  Specifically:


    "[...] If your identity provider can’t export metadata, then you must enter metadata information manually, which means you must also provide the Issuer ID and SSO Service URL (this is the SAML assertion consumer URL), and indicate whether Global logout should be enabled. You must also load your identity provider’s signing certificate and encryption certificate.If your identity provider can’t export metadata, then you must enter metadata information manually, which means you must also provide the Issuer ID and SSO Service URL (this is the SAML assertion consumer URL), and indicate whether Global logout should be enabled. You must also load your identity provider’s signing certificate and encryption certificate."

    Bill 

  • Tom LeFebvre

    This feature is currently in a limited preview release.  We are working with select customers and partners to preview the feature and provide feedback on it.  This feature will be generally available to all customers later this summer.

    Thanks

  • Dave Roberts

    Hi Gerd,

    The EPRCS application does not support SubVars, it was meant for aggregation only without the deep feature-set that Essbase has.

    Thanks for the feedback on the Report Package variables. What do you see as being the important use cases for this?

    Regards,

    Dave

  • Tom LeFebvre

    Hi Chris,

    Creating Groups within 18.11 is documented here - https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cgsad/4_managing_epm_cloud_users_roles_epr_cs.html

    In 18.12, we will be implementing a new Access Control feature which is consistent with the other EPM Cloud Services.  Any previously created groups will be automatically moved into the new Access Control.  The Access Control feature is documented here - https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/pappm/launch.html

    Thanks

     

     

  • Al Marciante

    Gerd,

    It would be good to get a more fully flushed out use case.  For example, when you roll forward a report package, the previous narratives are already available and in most instances are simply updated to reflect the new management discussion. While you can possibly use a reference doclet with a running  historical narrative, and changing the range to reflect the narrative for the current reporting period, I am not sure this accomplished what you may be asking. 

    We are developing a “Notes” feature in the cloud reporting tool that comes with EPRCS (management reporting), which will allow the ability to capture narratives at a POV, and store that for use across report packages, as well as keep historical which is what you may be after. 

    As mentioned, a fuller description of the use case would help.  If you can document it, Feel free to post it in the Ideas Lab in this forum. 

    Al

  • Tom LeFebvre

    Hi Gerd,

    You can create one Report Package that contains the common reporting content and save that as your base report template.  Then simply make copies for each company to use.  Each company will need a different instance of the report package as the user assignments, variables and content most likely will be different.

    Thanks

     

  • Bill Fox

    Hi Maxime,

    Configuring the SSO part takes care of the authentication process (login).  The authorization (user role assignment) is managed in the Oracle Cloud User Management.  In  order to complete the authentication and authorization cycle, each user has to be defined in both.  Oracle My Cloud User Management does not automatically sync with the SAML Identity Provider (IdP).  The Cloud ID Domain Admin adds and maintains the user Accounts in Oracle My Cloud User Management.  User accounts can be added to the SAML Identity Provider (IdP) and the Oracle My Cloud User Management in any order; doesn't matter which one happens first as long as both occur and the roles are provisioned before the user attempts to log in.  With that completed, you're good to go.

    Bill

     

     

  • Opal Alapat

    Yes, definitely possible and I just did this successfully last week with my EPRCS training class. Ensure that you are selecting the data cells behind the chart - you might have to play around with the formatting. In addition, don't forget that you have to make your named range available for embedded content prior to checking in the Excel reference doclet. 

    It also helps if you're on the latest version of Smart View (although both 11.1.2.5.720 and 11.1.2.5.800 worked fine) and EPRCS Smart View extension (18.06).

  • Al Marciante

    HI Paras,

    The rollforward process is pretty straightforward for the report package owner:

    1. Copy the report package.  You can do that to a new folder or the same folder.  Update the name as appropriate.  The copy process will retain the most recently checked in doclets from the prior report package, the structure, assignments, etc.
    2. Edit the report package properties to the new due dates for the period.  Update any individual doclet dates that were overridden from the inherited dates.
    3. Update your static variables for the new reporting period.
    4. Refresh any desired reference content (Management Reports or Excel documents) to the new period prior to initiating the author phase.
    5. you can then start the author phase to initiate the contributors to begin updating their narratives and/or reporting data.

    Hope that helps.