Oracle Planning and Budgeting Cloud What’s New in the December Update (16.12) December 2016

TABLE OF CONTENTS REVISION HISTORY .................................................................................................................................................3 PLANNING AND BUDGETING CLOUD, DECEMBER UPDATE .....................................................................................4 ANNOUNCEMENTS AND NEW FEATURES ......................................................................................................................4 Monthly Update Schedule ................................................................................................................................................. 4 New REST APIs ................................................................................................................................................................... 4 Access Logs that List Daily User Activity............................................................................................................................. 4 Sandboxes Are Now Enabled by Cube ............................................................................................................................... 5 Predictive Planning for Web Integration............................................................................................................................ 6 Related Content: Financial Reporting Web Studio............................................................................................................. 7 Hide Grid Lines in Financial Reporting Web Reports ......................................................................................................... 7 Add a Filter to Repository Items ........................................................................................................................................ 7

REMOVAL OF SUPPORT ............................................................................................................................................8 Standard Interface (Enterprise Planning and Budgeting Cloud Workspace)...................................................................... 8 Financial Reporting Studio Desktop Client ......................................................................................................................... 8

MIGRATION INFORMATION.......................................................................................................................................9 DEFECTS FIXED.......................................................................................................................................................9

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REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date 15 DEC 2016 25 NOV 2016

What's Changed Monthly Update Schedule

Notes Modified section. Initial Document Creation

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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 update.

ANNOUNCEMENTS AND NEW FEATURES MONTHLY UPDATE SCHEDULE After applying the December updates to the test instances on December 2, 2016, additional testing uncovered a regressive defect that affected the connection between Oracle Smart View for Office and Oracle Enterprise Performance Management Cloud. As a result, the planned update to production instances on Friday, December 16, 2016, has been deferred until the January update cycle when this defect will be corrected. No customer action is required. NEW REST APIS You can now use REST APIs to get and set substitution variables. See the Oracle® Cloud REST API for Oracle Enterprise Performance Management Cloud guide available in the Oracle Planning and Budgeting Cloud Help Center. ACCESS LOGS THAT LIST DAILY USER ACTIVITY You can now download a daily access log, a Comma Separated Value (CSV) file, which provides detailed information on the resources that users accessed, duration of user activity, the IP addresses from which users connected to the service, and the action that users performed in the service. The access log is generated each day. To download an Access Log: 1. Access the service. 2. Click or tap Application, then Overview, and then Activity Reports. Available Activity Reports and Access Logs for the last 60 days are listed.

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3. Under Access Log, click Download to download the access log of a day. A sample access log:

SANDBOXES ARE NOW ENABLED BY CUBE Before when you created the application, enabling sandboxes applied to the entire application. With this update, you can enable sandboxes by cube, which means: • • • •

You can enable sandboxes for cubes after you create the application. You have more control over which cubes are enabled for sandboxes. You can enable sandboxes for custom cubes when you create them. You can migrate a sandbox-enabled Standard application to an Enterprise application (though sandboxes aren’t supported in the Enterprise business processes).

• •

Sandboxes are available for block storage cubes only, not for aggregate storage cubes. If you enable sandboxes for a cube, only Version members that belong to that cube will have the Enable Sandboxes option. Sandboxes aren’t available for the default cubes that are created when you enable Enterprise business processes (that is, Financials, Workforce, Projects, and Capital). However, sandboxes are available to block storage custom cubes that you create in Enterprise and to the standard cubes that PBCS creates. You can’t change the Enable Sandboxes option for existing cubes, including cubes created by default such as Plan1. So, after you enable sandboxes for a cube, you can’t later disable

Notes:

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sandboxes for that cube. Nor can you later enable sandboxes after you create a cube if you didn’t enable sandboxes when you created the cube. PREDICTIVE PLANNING FOR WEB INTEGRATION This update includes an integrated Web-based Predictive Planning feature. You can now perform predictive analytics directly in Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud. Smart View users can still perform predictive analytics using the previously released Predictive Planning for Smart View. Predictive Planning provides a statistically-robust method for helping planners create and validate their forecasts. Predictive Planning uses time-series forecasting techniques to create new predictions or validate existing forecasts that were entered into Planning using other forecasting methods. Predictive Planning creates base predictions, along with worst and best case scenarios to provide range estimates. To predict future values: •

•

From a valid form or ad hoc grid, select Predictive Planning from the Actions menu. Predictive Planning accesses historical data for the members on the form, analyzes the data for trends and seasonal variations, and then predicts future values based on this information. A results area opens below the form with a chart that displays historical data, forecasts, and predictions, along with detailed information about the prediction. Use the results to compare the predicted values to your forecasted values for each member.

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Info Boxes compare the growth rates of existing forecasts to the prediction, enabling you to quickly validate forecasts. You can adjust existing forecasts, or paste the predicted data into a scenario on the form. RELATED CONTENT: FINANCIAL REPORTING WEB STUDIO Related content in Financial Reporting Web Studio allows designers to set up links to Financial Reporting documents and custom URL links. A user, when viewing a report in HTML in the Explore Repository, can drill into a related content link and execute the linked report or URL. Related content is supported in dynamic and snapshot reports and books. HIDE GRID LINES IN FINANCIAL REPORTING WEB REPORTS When you create a grid in Financial Reporting Web Studio in grid properties, you can select to hide the grid lines in HTML Preview ADD A FILTER TO REPOSITORY ITEMS You can filter the types of objects displayed in the Financial Reporting Web Studio repository panel. For example, you could select to display only reports, saved grids, saved images, saved charts, row and column templates, and so on.

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REMOVAL OF SUPPORT Oracle is committed to providing a simple and intuitive experience to the users of the service. To achieve this goal, service components are updated on a periodic basis. This section indicates upcoming major changes. Please send any questions and concerns you have to Oracle using the Provide Feedback option in the service. STANDARD INTERFACE (ENTERPRISE PLANNING AND BUDGETING CLOUD WORKSPACE) This change affects Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, 2016 only. The simplified interface, an option available in the service since November 2014, will be established as the standard across the service. As a result, the current Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, will be discontinued starting the December 2017 update (one year from this update). Starting with the December 2017 update, all service functionality will be available through the Simplified Interface only. To prepare for this change, have your users familiarize themselves with the Simplified Interface using the following information sources: • • •

Accessing the Service for steps to access service. Working with Planning for Oracle Planning and Budgeting Cloud for information on completing Planning tasks. Administering Planning for Oracle Planning and Budgeting Cloud for information on performing Planning Administrative tasks.

FINANCIAL REPORTING STUDIO DESKTOP CLIENT Financial Reporting Web Studio, a component available in the service since March 2016, will be established as the only tool for designing and building reports. As a result, Financial Reporting Studio desktop client support will be fully transitioned to Financial Reporting Web Studio, tentatively starting May 2017. With the May 2017 update, Financial Reporting Studio desktop client will no longer be distributed. Starting with the November 2016 update, Financial Reporting Web Studio will achieve parity with most of the functional capabilities provided with Financial Reporting Studio desktop client. You will be able to create new reports and modify existing reports using Financial Reporting Web Studio. 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.

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MIGRATION INFORMATION Migration information that was previously available in Migrating Planning Applications for Oracle Planning and Budgeting Cloud has been reorganized, which causes existing bookmarks to fail with the page not found error. Updated migration information is now available from the following sources: • • •

Chapter 9: Migrating an On-Premises Planning Application to Oracle Planning and Budgeting Cloud in Using Oracle Planning and Budgeting Cloud. Chapter 4: Replicating an Oracle Planning and Budgeting Cloud Instance in Working with EPM Automate for Oracle Enterprise Performance Management Cloud. Scenario 6: Clone a Service Instance in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

DEFECTS FIXED Defect Number

Description

25092185

Graphs now correctly display negative numbers.

25077504

Calculation Manager now correctly displays members of aggregate storage cube dimensions.

25067869

For Enterprise Planning and Budgeting business processes, you are no longer able to enable seeded dimension for Workforce seeded reporting cube from the Dimension Editor. This is a change to the current behavior.

25034076

Conditional formatting of shared members works as expected in Financial Reporting.

25028819

Performance improvements were made to the data upload and download process using the EPM Automate Utility.

24977545

You are no longer able to move seeded members under a custom member using the Cut/Paste options available in the Dimension Editor. This is a change to the current behaviour.

24964523/ 24848140

You no longer receive the getDimIndex(30): The specified DimID is not in the dim cache error when opening a multi-currency form in Smart View for Office.

24957168

Financial Reporting PDF output now includes all members from a Page dimension that is set to print additional reports to the same page.

24956560

While entering data, you are now able to use & (ampersand) character in text cells.

24945851

The Clear Cube process now correctly clears partial data when you select the

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Defect Number

Description physical delete option to clear data from aggregate storage cubes.

24919232

In Smart View for Office, you can now drill down in Attribute dimension even if zero suppression is enabled for rows.

24843189

In the Simplified Interface, you are now able to use the XLS button to open Financial Reporting reports that contain prompts in rows or columns.

24834209

In the Simplified Interface, when running a Financial Reporting report, you are now able to select top-level parent members in the hierarchy.

24825917

Financial Reporting reports that are exported to Excel now accurately display dates.

24797214

You no longer receive the ORA-00040 error when running the operation to maintain Data Management data tables.

24796701

You are now able to cut and paste a dimension member to the top-level member.

24928933

You are no longer able to use plan element dimension in Financials business process as custom dimension for other Enterprise Planning and Budgeting business processes, for example, for Workforce.

24734631

Financial Reporting reports that are exported to Excel now maintain the data format of non-numeric data such as Smart Lists, text, and dates.

24713909

You are now able to prevent the display of full user names by selecting No as the value of the Display Users' Full Names option in Advanced Settings.

24696017/ 23760031

You no longer see menu items in English when you connect to Spanishlocalized service instances using Internet Explorer.

24682762

Financial Reporting expansions now work as designed.

24515780

When expanding reporting currencies in Smart View for Office, you no longer receive the Duplicate Aliases cannot be resolved. Ambiguous reference to resource Resource CAD error.

24501100

In the Simplified Interface, Repository folders now list only the Financial Reporting reports that are stored in the folder.

24445337

Business rules are now run every time you save forms for which the RunOnSave option is set.

24326392

You are now able to maximize forms in the Simplified Interface accessed using Internet Explorer.

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Defect Number

Description

24310122

When running Financial Reporting reports you no longer receive the Unable to load the data entry form as the number of data entry cells exceeds the threshold error.

24287051/ 24349496

Cell Text Values in Planning forms now display correctly when the form is accessed using Internet Explorer Version 11.

23735825/ 23518153/ 23522017

The Finnish translation of the label Refresh has been changed to accommodate the context in which the label is used.

23564831

When trying to delete a member, you no longer receive the java.sql.SQLIntegrityConstraintViolationException: ORA-02292: integrity constraint ... violated - child record found error.

23507324

Performance has been streamlined to quickly finish the report selection process when setting up related content in Financial Reporting Studio desktop client.

23263015/ 23295189

Functions nested within @RETURN messages are now displayed when business rules are run from Web forms.

22587906

Grid and segment properties are now correctly displayed in Simple forms accessed from the Simplified Interface.

21197536

Data is now correctly aligned in Planning forms.

20980101

The Job Console in the Simplified Interface now displays jobs run by all users.

20679914

You are now able to change the current form associated with a menu item.

20457303

Financial Reporting reports now retain formatting options even when the Suppress Missing option is set for the report.

19904678

You are now able to insert up to 2000 text characters in input cells of Planning forms.

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16.12, v2

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