Oracle Profitability and Cost Management Cloud. November 2017 Update (17.11) What s New

Transcription

1 Oracle Profitability and Cost Management Cloud November 2017 Update (17.11) What s New

2 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE PROFITABILITY AND COST MANAGEMENT CLOUD, NOVEMBER UPDATE... 3 ANNOUNCEMENTS AND NEW FEATURES... 3 Monthly Update Schedule... 3 Please Join Oracle Cloud Customer Connect... 3 Express Editing for Calculation Rules... 3 Adding Alias Tables with Dimension Management... 4 A New REST API Automatically Generates Program Documentation Reports... 4 REMOVAL OF SUPPORT... 5 Financial Reporting Studio Desktop Client... 5 DEFECTS FIXED... 5 CONSIDERATIONS... 6 Mozilla Firefox... 6 Microsoft Excel Known Issue that Affects Smart View for Office... 6 Oracle Profitability and Cost Management Cloud Supports Smart View Private Connections... 7 Avoid Special Characters in Artifact Names, Including Calculation Rules... 7 Give Us Documentation Feedback

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 27 OCT 2017 Created initial document. ORACLE PROFITABILITY AND COST MANAGEMENT CLOUD, NOVEMBER UPDATE This document outlines the announcements and known issues in the upcoming Oracle Profitability and Cost Management Cloud update. ANNOUNCEMENTS AND NEW FEATURES MONTHLY UPDATE SCHEDULE Oracle will apply the latest updates to your test environment on Friday, November 3, 2017 and to your production environment on Friday, November 17, The update will be applied during your normal daily maintenance window. The Oracle Help Center, which provides access to updated documentation, will also be available on November 3, 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! EXPRESS EDITING FOR CALCULATION RULES You can use the new Rules Express Editing screen to do the following: Replace or remove members in multiple rules with one Find and Replace action Add members to dimensions in a tab for multiple rules Copy rules Enable and disable rules 3

4 By acting on multiple rules at once, these features enable you to create models more efficiently. For more information, see Express Editing for Rules in Administering Profitability and Cost Management Cloud. ADDING ALIAS TABLES WITH DIMENSION MANAGEMENT You now can add alias tables with a new Aliases tab in the Dimension Management screen. For instructions, see Adding Alias Tables in Administering Profitability and Cost Management Cloud. A NEW REST API AUTOMATICALLY GENERATES PROGRAM DOCUMENTATION REPORTS A new REST API, Generate Program Documentation Report, generates this report in the Profitability and Cost Management Cloud outbox. The API description is as follows: Description Action Type Request URI Example Request Payload Response { Process Type Use this operation to generate Program Documentation reports for a given Profitability and Cost Management application. This generates a report with the name HPCMMLProgramDocumentationReport_{ApplicationName)_{POV}.pdf in the profitoutbox folder that can be downloaded from the outbox folder using File Explorer. filetype is an optional parameter. It is not given. By default, pdf is used and files are generated in PDF format. usealias is an optional parameter. It is not given. By default, false is used and the report does not include aliases. GET <TENANT_NAME>.<dcX>.oraclecloud.com/epm/rest/{api_version}/appli cations/{application}/povs/{pov}/ programdocumentationreport?queryparameter={"filetype":"pdf","use Alias":"true"} <TENANT_NAME>.<dcX>.oraclecloud.com/epm/rest/v1/applications/BksML30/po vs/2016_january_actual/programdocumentationreport?queryparameter={"file Type":"PDF","useAlias":"true"} "type": "Profitability", "status": 0, "statusmessage": "Success", "details": " HPCMMLProgramDocumentationReport_BksML30_2016_January_Actual.pdf generated successfully in the outbox folder.", "links": [{ "href": " <SERVICE_NAME>- <TENANT_NAME>.<dcX>.oraclecloud.com/epm/rest/v1/applications/Bks ML30/povs/2016_January_Actual/programDocumentationReport", "rel": "self", "data": { "usealias": false }, "action": "GET" }] } Synchronous 4

5 REQUEST PARAMETERS Parameter Description Example application Application Name pov POV member group FY14_JUN_Actual_Working filetype (Optional) usealias (Optional) File Extension Boolean value to specify whether to usealias PDF, XML, WORD, EXCEL, HTML true, false For more information about using REST APIs, see REST API for Oracle Enterprise Performance Management Cloud. REMOVAL OF SUPPORT 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. 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. DEFECTS FIXED Check this list again for the latest information when the update is applied to your test environment. Defect Number Description Profitability and Cost Management Cloud trace allocation reports are now generated as expected Aliases now are displaying correctly in model views and rule set contexts You can now load multiple dimension files with EPM Automate. 5

6 CONSIDERATIONS MOZILLA FIREFOX USING FIREFOX ESR WITH SMART VIEW Future releases of Mozilla Firefox will be phasing out support for XUL-based add-ons such as Smart View. Starting in mid-november 2017, only add-ons and extensions built with new web extension technology will work in Firefox. Therefore, Smart View only supports Firefox versions up to ESR If you want to continue using Firefox with Smart View , 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. MICROSOFT EXCEL KNOWN ISSUE THAT AFFECTS SMART VIEW FOR OFFICE Due to an issue with Microsoft Office, using the copy and paste functionality in Excel and then performing any Smart View operation (such as Refresh, Zoom In, or Submit) causes Smart View to stop responding in the following cases (bug number ): Copying a column to multiple columns if the column copied contains a Smart List or the database to which you re connected supports duplicate member names. Copying one Smart List cell to multiple cells Copying one member cell to multiple cells if the database to which you re connected supports duplicate member names The issue is fixed for Excel 2013 and Excel 2016 if you have applied the updates described in the following Microsoft Knowledge Base (KB) articles: For Excel 2013: update-for-excel-2013-kb For Excel 2016: update-for-excel-2016-kb Microsoft has not provided the fix for Excel Workarounds: While designing the ad hoc grid and copying and pasting columns or cells, ensure that the Member Name Display option is set to "Distinct Member Name Only." The Member Name Display option is in the Member Options tab of the Options dialog box. After pasting, save the workbook and reopen it, then perform the refresh. 6

7 ORACLE PROFITABILITY AND COST MANAGEMENT CLOUD SUPPORTS SMART VIEW PRIVATE CONNECTIONS Currently, Oracle Profitability and Cost Management Cloud supports only Private Connections with Smart View. For details, see Accessing Smart View in Chapter 2 of Getting Started with Oracle Profitability and Cost Management for Administrators and Getting Started with Oracle Profitability and Cost Management for Users. AVOID SPECIAL CHARACTERS IN ARTIFACT NAMES, INCLUDING CALCULATION RULES Oracle Profitability and Cost Management Cloud does not allow special characters in dimension names and artifact names, including calculation rules. If you are migrating an application from on-premise Profitability and Cost Management, you must remove any special characters from rule names before you perform the migration. Particularly, Oracle strongly discourages the use of the forward slash ( / ) character in dimension and member names. Validations will be added in future releases to prevent its use. If you create a Smart View query that references a member that contains the '/' character in its name, the query will become unusable. 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 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 patch cycle

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