Oracle Planning and Budgeting Cloud. December 2017 Update (17.12) What s New

Transcription

1 Oracle Planning and Budgeting Cloud December 2017 Update (17.12) What s New

2 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE PLANNING AND BUDGETING CLOUD, DECEMBER UPDATE... 3 ANNOUNCEMENTS AND NEW FEATURES... 3 Please Join Oracle Cloud Customer Connect... 3 Give Us Documentation Feedback... 3 Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud... 4 Monthly Update Schedule... 4 Standard Interface (Planning and Budgeting Cloud Workspace Interface) Support Removed... 4 Tree View Set as the Default for Reports and Task Lists... 4 Loading Metadata in Data Management... 4 New Custom Functions in Calculation Manager... 5 New Design-Time Prompt Function in Calculation Manager... 5 New Oracle Smart View for Office Version... 5 New EPM Getting Started Guides... 6 Enterprise Planning and Budgeting Cloud Only... 6 Create and Edit Account Groups in Strategic Modeling... 6 Refresh Project Dates for Projects Business Process... 7 REMOVAL OF SUPPORT... 7 Classic Dimension Editor... 7 Financial Reporting Studio Desktop Client... 7 DEFECTS FIXED... 8 CONSIDERATIONS

3 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature Notes 30 NOV 2017 Defects Fixed Updated document. Added description for defects: , , , , , , , , , , , , , , , , , and Also removed description of NOV 2017 Created initial document. ORACLE PLANNING AND BUDGETING CLOUD, DECEMBER UPDATE This document outlines the announcements and fixed issues in the upcoming Oracle Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud updates. ANNOUNCEMENTS AND NEW FEATURES PLEASE JOIN ORACLE CLOUD CUSTOMER CONNECT Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now! Note: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect. GIVE US DOCUMENTATION FEEDBACK We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the , state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle. 3

4 PLANNING AND BUDGETING CLOUD AND ENTERPRISE PLANNING AND BUDGETING CLOUD MONTHLY UPDATE SCHEDULE Oracle will apply the latest updates to your test environments starting at 14:00 UTC-7 (2:00pm Pacific Time) on Friday, December 1, 2017 and to your production environment on Friday, December 15, 2017, also starting at 14:00 UTC-7. The updates will be applied to your environments during the first subsequent daily maintenance. The Oracle Help Center, which provides access to updated documentation, will also be available on December 1, STANDARD INTERFACE (PLANNING AND BUDGETING CLOUD WORKSPACE INTERFACE) SUPPORT REMOVED As notified through earlier Cloud Readiness documents, starting with this update, the Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, is no longer supported. Issues reported for the Standard Interface will no longer be addressed. This change affects only Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, All these customers are expected to have a transition plan for their users to use the Simplified Interface. TREE VIEW SET AS THE DEFAULT FOR REPORTS AND TASK LISTS To more easily navigate a multilevel folder structure, the Tree View (versus the Flat view) is now the default in reports and task lists. LOADING METADATA IN DATA MANAGEMENT Data Management now supports the loading of metadata from a flat file. This feature allows customers to build a metadata load file in any format, from any source, and load the metadata to an EPM Cloud environment. Using this approach, users can set property defaults during the load or mapping process. In this monthly update, only regular, custom, and Smart List dimensions are supported for metadata loads, and the feature is supported for the following services only: Oracle Planning and Budgeting Cloud Oracle Enterprise Planning and Budgeting Cloud Oracle Financial Consolidation and Closing Cloud Oracle Tax Reporting Cloud For detailed information, see "Integrating Metadata" in Administering Data Management for Oracle Enterprise Performance Management Cloud. 4

5 NEW CUSTOM FUNCTIONS IN CALCULATION MANAGER Five new custom functions have been added to Calculation Manager. Each of these functions correspond to an existing function in that the existing functions return only positive numbers, and the new functions can return either a positive number or a negative number, depending on the calculated result. The new functions (and the existing function to which they correspond) are: @CalcMgrWeeksBetween @CalcMgrWeeksDiff See "Date/Time Functions" in Designing With Calculation Manager for Oracle Enterprise Performance Management Cloud for a detailed description of each of these functions. NEW DESIGN-TIME PROMPT FUNCTION IN CALCULATION MANAGER A design-time prompt is now available in Calculation returns the length of the text. For detailed information, see "@Length" in "About Design-Time Prompt Functions" in Designing With Calculation Manager for Oracle Enterprise Performance Management Cloud. NEW ORACLE SMART VIEW FOR OFFICE VERSION Oracle Smart View for Office will be available by early December. This version includes new features such as: Support for using a connection string with HypUIConnect, instead of a friendly name. Friendly names are still supported Enhanced extension update workflow, allowing you to select a server or service from which to check for updated extension downloads Cascading from multiple dimensions in a single operation Ability to run business rules templates Support for additional data types with HsGetValue: Smart Lists, text, and date Option to suppress display of the floating toolbar on forms Option to automatically resize column width and row height on cells in forms and ad hoc grids This release also fixes a number of defects. 5

6 The Smart View Readme, available on the Help Center at the time of release, contains a complete list of features and defects addressed in this version. You must install this version to ensure compatibility with the December 2017 update features and to access the new functionalities. See "Downloading and Installing Clients" in Getting Started with Oracle Enterprise Performance Management Cloud for Users for instructions. NEW EPM GETTING STARTED GUIDES Starting with this update, Service Administrator and end user getting started information for all EPM Cloud Services is available from these new guides: Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Getting Started with Oracle Enterprise Performance Management Cloud for Users Getting Started with Oracle Enterprise Performance Management Cloud for Administrators contains information on the tasks that Service Administrators can perform with EPM Cloud Services. This guide, which provides common administrative information for all EPM Cloud services, is now your primary source for tasks related to EPM Cloud administration, including managing users and roles, setting up single sign-on, and backing up and restoring environments. This guide replaces these guides: Using Oracle Planning and Budgeting Cloud Getting Started with Oracle Financial Consolidation and Close Cloud Getting Started with Account Reconciliation Cloud for Administrators Getting Started with Oracle Profitability and Cost Management Cloud for Administrators Getting Started with Oracle Tax Reporting Cloud Getting Started for Administrators for Oracle Enterprise Performance Reporting Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Users introduces end users to Oracle EPM Cloud and provides information that enables them to quickly become proficient. This guide replaces these guides: Getting Started with Account Reconciliation Cloud for Users Getting Started with Oracle Profitability and Cost Management Cloud for Users Getting Started for Users for Oracle Enterprise Performance Reporting Cloud Links in the Cloud Help Center and Oracle Learning Library have been modified to direct users to these guides. Please change your personal bookmarks and shortcuts so that they point to these new guides. ENTERPRISE PLANNING AND BUDGETING CLOUD ONLY CREATE AND EDIT ACCOUNT GROUPS IN STRATEGIC MODELING You can now create and edit Account Groups in Strategic Modeling on the Web. In the Account View, from the Actions menu, click Account Groups. 6

7 For detailed information, see "Working with Account Groups" in Working with Planning for Oracle Enterprise Planning and Budgeting Cloud. REFRESH PROJECT DATES FOR PROJECTS BUSINESS PROCESS A new Refresh Project Dates menu option is now available on the Project Details form to refresh project dates in the Projects business process of Enterprise Planning and Budgeting Cloud. Refresh project dates to enable input cells of Direct Expense/Revenue forms when: Projects are imported Projects dates change REMOVAL OF SUPPORT CLASSIC DIMENSION EDITOR With the February 2018 (18.02) update, the Dimensions link in the Navigator will link to the Simplified Dimension Editor. Effective February 2018 (February 2, 2018 for test and February 16, 2018 for production environments), the Simplified Dimension Editor will be the only interface available to edit and manage dimensions. For detailed information on using the Simplified Dimension Editor, See Editing Dimensions in the Simplified Dimension Editor in Administering Planning for Oracle Planning and Budgeting Cloud. FINANCIAL REPORTING STUDIO DESKTOP CLIENT Oracle is committed to providing a simple and intuitive user experience. To achieve this, Financial Reporting Web Studio, available since March 2016, will become the only environment for designing and building reports. Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in early 2018, at which time, support for the Desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease. This transition is currently planned for the update (April 6, 2018 for test and April 20, 2018 for production environments). Oracle recommends that you transition to using Financial Reporting Web Studio at the earliest opportunity. Please send questions and concerns to Oracle using the Provide Feedback option in the service. 7

8 DEFECTS FIXED Check this list again for the latest information when the update is applied to your test environment. Defect Number Description Backups performed since applying the last update are no longer taking hours to complete The Planning and Forecast Preparation configuration task now correctly sets the end month You no longer receive an error when loading some models in the Strategic Modeling Smart View extension Enterprise Planning and Budgeting Cloud business processes now successfully upgrade their content When you change or move the deal period from one time period to another, you no longer receive an error when the Period ID does not match the Period Label In Calculation Manager, changes to the Amount Units Rates template are now saved and the script is correctly displayed in the rule / When you create a new model from an existing model, the new model now correctly retains the updated currency and units you specified during model creation, rather than using the currency and units from the existing model The HTML preview of a Financial Reporting report with multiple grids now displays correctly When performing a "Delete Application" from the Smart View Panel, Data Management artifacts are now properly deleted, just as in the web interface The data load rule is now correctly executed even if UTF8 formatted mapping file contains Byte Order Marks (BOM) characters In the Capital business process of Enterprise Planning and Budgeting Cloud, amortization is now correctly calculated when you transfer an intangible asset from one entity to another In the Task List Report, the number of tasks by user and the total number of tasks are now correct In Financial Reporting Web Studio, selecting an account using the member selection now works correctly When adding artifacts to a card in the Navigation Flow interface, artifact names are no longer truncated in the first column of the listing. 8

9 Defect Number Description Errors when running business rules after taking the latest patch are now fixed In the Capital business process of Enterprise Planning and Budgeting Cloud, cash flow and fund flow are now calculating correctly for assets with a purchase date of December / Smart Push now runs successfully if the same member appears twice The Job Console now displays the correct label for the day the job was completed; for example, Yesterday After changing project dates, valid periods now show up in the direct expense entry and direct revenue entry forms when you run the Refresh Project Dates rule The annotations for approvals are no longer showing HTML code in the line feed When you export multiple reports from Financial Reporting Web Studio into Excel, and then view the reports in HTML, an error no longer occurs and the reports display correctly For the Financials business process in Enterprise Planning and Budgeting Cloud, importing an application snapshot no longer fails when Asset Detail is defined as a custom dimension Tasks assigned to groups are now visible in the Task List Report After a service update, the Vendor dimension is no longer incorrectly enabled for a cube when that dimension was created and enabled for Financials, renamed, and the renamed dimension was used in Projects, Workforce, and Capital In forms containing a large number of attribute dimensions, a scroll bar is now available inside Attribute Dimension to enable you to drag and drop dimensions into rows or columns When you click Save on a form, the busy icon indicator now displays correctly In the Projects business process in Oracle Enterprise Planning and Budgeting Cloud, calculations are now correct when the fiscal year is not the calendar year When the same period is used for YTD and QTD in dynamic time series members in the same Smart View query, data is now retrieved if the Suppress Rows option, No data/missing, is enabled. 9

10 Defect Number Description In Enterprise Planning and Budgeting Cloud, importing an application snapshot now succeeds when a provided member is referenced in a custom member formula for the Period dimension You can now add labels to charts in Financial Reporting Web Studio The problem with security when running a report from the Explore Repository in Financial Reporting Web Studio has been fixed. (Previously, if you had "Apply Application Security to FR POV and Prompt" set to "true", you were still able to see the entire hierarchy.) Custom fonts uploaded using Financial Reporting Web Studio are now stored correctly Dynamic ranges on graphs now work the same in both Financial Reporting Web Studio and Financial Reporting Studio desktop client. (Previously, reports set to vary the y-axis range based on the data set resulted in graphs with too wide or too narrow of a data range.) In the Workforce Planning business process, when the Plan Start is the Current Fiscal Year, the Process Loaded Data rule now copies the new rate from CurMnth to all future periods in Yearrange. (Previously, Process Loaded Data copied the new rate only to CurMnth, leaving future period rates at their previous load values.) Set the values of the substitution variables &CurYr and &CurMnth to the year and month where new rate is being loaded before running the rule. CONSIDERATIONS USING FIREFOX ESR WITH SMART VIEW Mozilla Firefox has phased out support for XUL-based add-ons such as Smart View. Only add-ons and extensions built with new web extension technology will work in newer versions of Firefox. Therefore, Smart View and newer only supports Firefox versions up to ESR If you want to continue using Firefox with Smart View and newer, do not upgrade your Firefox browser. If your Firefox browser is set to automatically install updates, Oracle recommends changing the setting to Check for updates, but let me choose whether to install them. See the Firefox help for instructions on changing this setting

11 Copyright 2017 Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group Rev. 1 11