October 2024 - EPM Marshall

Oracle Cloud EPM Updates: November 2024

October 28, 2024 // Brian Marshall // Oracle Cloud EPM Updates No Responses

Oracle Cloud EPM Updates: November 2024

The documentation for the November update to Oracle Cloud EPM has been released and there are quite a few new features. As a reminder, these updates are applied in test during the first daily maintenance that occurs after Friday, November 1, 2024 at 22:00 UTC and in production two weeks later during the first daily maintenance that occurs after Friday, November 15, 2024 at 22:00 UTC. This month’s update brings us a new set of formatting options in forms!

Formatting Rules in Forms

With this update, Form 2.0 gets what looks like a major formatting facelift. These design-time formats differ from the classic formats that were available in Smart View by being applied inside of the form itself, as the name implies, at design time. This should greatly improve the reliability of the formatting in forms and has the potential to make major leaps in the way users consume information from forms.

The Full List

Feature	Module
Ability to Select Frequency in Period Filter	Account Reconciliation
Duplicate and Reorder Auto Match Rules in Transaction Matching	Account Reconciliation
New Aggregation Methods for Charts, Pivots, and Custom Attributes	Account Reconciliation
New Filter for Frequency in the Periods List	Account Reconciliation
Support for Balance Attributes When Creating Filters in Reconciliation Compliance	Account Reconciliation
Support for Calculated Balance Attributes in Custom Report Queries	Account Reconciliation
Bulk Managing POV Lock Statuses	EPM Cloud Platform
Defining Formatting Rules at Design Time	EPM Cloud Platform
Display Design-Time Formatting in Forms 2.0	EPM Cloud Platform
Enhancements in Member Selector	EPM Cloud Platform
EPM Spotlight Features	EPM Cloud Platform
Helpful Information	EPM Cloud Platform
Monthly Update Schedule	EPM Cloud Platform
New Minimum and Maximum Aggregation Methods for Pivot and Chart Views	EPM Cloud Platform
New System Maintenance Process for Consistent Data Load Performance	EPM Cloud Platform
Readiness Now on Oracle Help Center	EPM Cloud Platform
Respond to Prompts While Running Books	EPM Cloud Platform
Support for Dimension Alias	EPM Cloud Platform
Support for HsGetSheetInfo Function	EPM Cloud Platform
Updated EPM Books Extension	EPM Cloud Platform
'Allocate to Parent' and 'Allocate to Sibling' Destination Options	Enterprise Profitability and Cost Management
Calculation Job Details Available on the Calculation Analysis Page	Enterprise Profitability and Cost Management
Calculation Reports Enhanced to Show the Top 10 Longest Running Rules	Enterprise Profitability and Cost Management
Ability to Use the Job Console in Narrative Reporting	Narrative Reporting
New Video	Narrative Reporting
EPM for Sustainability Now Supports Qualitative Data and Reporting	Planning
Classifying Pillar Two	Tax Reporting

Oracle Cloud EPM Updates: October 2024

October 1, 2024 // Brian Marshall // Oracle Cloud EPM Updates No Responses

Oracle Cloud EPM Updates: October 2024

The documentation for the October update to Oracle Cloud EPM has been released and there are quite a few new features. As a reminder, these updates are applied in test during the first daily maintenance that occurs after Friday, October 4, 2024 at 22:00 UTC and in production two weeks later during the first daily maintenance that occurs after Friday, October 18, 2024 at 22:00 UTC. There are some major changes to FCC and Smart View, so let’s get into it.

Org By Period in FCC

The Organization by Period feature in Oracle Cloud EPM allows businesses to manage and report financial data based on different organizational structures over time. This is particularly useful for companies undergoing mergers, acquisitions, or restructurings, as it provides the flexibility to reflect these changes accurately in financial reports. With this update, we finally have one of the last pieces of remaining functionality from HFM that has been missing in FCC. Here are a few of the highlights:

Separate Calculation and Approval Statuses
Enhanced Locking of Ownership Data
New Node Status
Improved Approval Process
Configuration Tasks for Data Updates

New Smart View Release

With the release of Smart View 24.200, there are a variety of patches and a few new features. The biggest feature update is the inclusion of functionality to KEEP NUMERIC DATA! This is a huge update, because there’s nothing like having a variety of numbers in your Excel document that suddenly disappear when you refresh. You can find the entire readme of new features here.

The Full List

Feature	Module
Drill Through to Supporting Details from the Reconciliation Summary	Account Reconciliation
New Attributes Added to Transaction Matching Search, Charts, and Report Queries	Account Reconciliation
Unmatch Transactions That Were Matched by Auto Match	Account Reconciliation
Application Environment Management for EPM Cloud Environments in OC4 (UK Government OCI) Regions	EPM Cloud Platform
Deprecation of EPM Automate and REST API Settings for Idle Session Timeout for OCI (Gen 2) Environments	EPM Cloud Platform
Enhanced Member Selection Dialog for Smart View (Mac and Browser)	EPM Cloud Platform
EPM Spotlight Features	EPM Cloud Platform
Export Library Documents REST API Enhanced to Export a Batch of Documents	EPM Cloud Platform
exportLibraryDocument EPM Automate Command Support of Multiple Documents	EPM Cloud Platform
Helpful Information	EPM Cloud Platform
Last 15 Clear Data and Clear Block Commands Tables	EPM Cloud Platform
Monthly Update Schedule	EPM Cloud Platform
New Approval Unit Hierarchy Option	EPM Cloud Platform
New Audit Types: Report Artifacts and Documents	EPM Cloud Platform
New Version of Oracle Smart View for Office	EPM Cloud Platform
New Voice Recognition Service	EPM Cloud Platform
Object Storage Now Available for Task Manager, Supplemental Data Manager, and Enterprise Journals Attachments	EPM Cloud Platform
Readiness Now on Oracle Help Center	EPM Cloud Platform
Submit Data when Flex Forms Contain Invalid Members	EPM Cloud Platform
Updated Admin Extension for Smart View	EPM Cloud Platform
Calculation Segmentation Now Enabled for Up to Two Dimensions	Enterprise Profitability and Cost Management
EPM Automate Support of Task Manager Commands	Enterprise Profitability and Cost Management
Modeling Screens and Reports Corrected to Respect Time Zone User Preference	Enterprise Profitability and Cost Management
Enhanced Organization by Period	Financial Consolidation and Close
Intercompany Matching Report Enhancements	Financial Consolidation and Close
Support for Year-to-Date Journals on Consolidation Reports	Financial Consolidation and Close
Generative AI for Management Reporting Narratives	Narrative Reporting
Highlight All Variables in a Doclet in Smart View	Narrative Reporting
Updated Narrative Reporting Extension for Smart View	Narrative Reporting
Loading, Reviewing, and Updating Predictive Cash Forecasting Historical Opening Bank Balance and Bank Balance is Now Easier	Planning
New Tutorials	Planning
Predictive Cash Forecasting User Interface is Now Translated	Planning
Enhanced Tax and Pillar Two Automation	Tax Reporting