EPM Marshall

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  • Oracle Cloud EPM Updates: July 2025

    July 12, 2025 // Brian Marshall // Oracle Cloud EPM Updates No Responses


    Oracle Cloud EPM Updates: July 2025

    The documentation for the July update to Oracle Cloud EPM has been released.  As a reminder, these updates are applied in test during the first daily maintenance that occurs after Friday, July 4, 2025 at 22:00 UTC and in production two weeks later during the first daily maintenance that occurs after Friday, July 18, 2025 at 22:00 UTC.  The data integration team at Oracle continues to give us new features along with a few other notable additions.

    Data Integration Administrator Role

    Hot on the heals of adding location security to Data Exchange last month, we now have an entirely new role for data integration.  The new role allows complete separation of duties the application administrator and the data integration administrator.

    Smart Split...for Bigger Data

    If you’ve ever had an integration fail extracting data from Fusion GL, this should be very interesting.  You can now use an existing integration and run that integration automatically on a specified dimension to avoid the limiters.  So if you have processes split into multiple data integrations today, you might be able to consolidate those processes into a single Smart Split process:

    Image shows the Integration with Smart Split job type in the Pipeline

    Parents First on Inclusive Form Designs

    So you build a form with children, inclusive and the form has the parent at the bottom instead of the top.  Then the client says, can we get that at the top?  Then you have to redesign you form to include another row with just the parent and turn off the inclusive function.  Now we have new functions so that we can get rid of these extra rows in our forms.  This also works for any parents in the descendants function.  So you can finally have quarters and then months.  I’d love to see these added to the report side of the world as well.

    More Cubes in...FCCS???

    This one feels crazy, but also makes sense.  You can now open an SR to request additional BSO cubes in your FCCS application.  This will allow things like a historical cube that isn’t touched as much to operate independently of the main data cube.  This seems largely intended to aid in fixing performance challenges, but I’m sure other uses will be found.

    More AI in FCCS

    With so much emphasis these days on AI, it should come as no surprise that Oracle continues to add more and more functionality.  This month add IPM to FCCS along with AI-based Consolidation Job Analytics.

    The Full List

    FeatureModule
    Length of Bank Text Column Increased to 1200 Characters When Using BAI Format Bank FilesAccount Reconciliation
    Pending Jobs Metrics In Activity ReportAccount Reconciliation
    EPM Spotlight FeaturesCloud EPM Platform
    Helpful InformationCloud EPM Platform
    Integration of Cloud EPM with Oracle Access GovernanceCloud EPM Platform
    Migration of EURA Environments to EU Sovereign Cloud (OC19)Cloud EPM Platform
    Monthly Update ScheduleCloud EPM Platform
    New Application Role - Data Integration - AdministratorCloud EPM Platform
    New REST APIs for Managing Users and GroupsCloud EPM Platform
    New testName Parameter for SimulateConcurrentUsage EPM Automate Command and REST APICloud EPM Platform
    New type Parameter for Get Available Roles REST APICloud EPM Platform
    New VideoCloud EPM Platform
    Readiness Now on Oracle Help CenterCloud EPM Platform
    Smart SplitCloud EPM Platform
    Support for Commenting out Lines for SimulateConcurrentUsage Command and REST APICloud EPM Platform
    Support for Parent First Functions in the Form DesignerCloud EPM Platform
    Support for User Variable Mapping for Existing Users for SimulateConcurrentUsage Command and REST APICloud EPM Platform
    Updated EPM Books Extension for Smart ViewCloud EPM Platform
    User Attributes Search Added to the Role Assignment Report Synchronous REST APICloud EPM Platform
    User Attributes Search Added to the User Group Report Synchronous REST APICloud EPM Platform
    Enable Additional Cubes for Financial Consolidation and Close ApplicationsEnterprise Data Management
    New User Request Examples in the PCM Agent DocumentationEnterprise Profitability and Cost Management
    Removal of 'Formula length may be too long' Message from Calculation ReportingEnterprise Profitability and Cost Management
    Ability to Create Additional Block Storage CubesFinancial Consolidation and Close
    Application Recommendations for Metadata IssuesFinancial Consolidation and Close
    Consolidation Job AnalyticsFinancial Consolidation and Close
    Enhancements to Application RecommendationsFinancial Consolidation and Close
    Support for IPM InsightsFinancial Consolidation and Close
    New VideoPlanning
    Predictive Cash Forecasting Integration with Oracle Cloud ERP for Early AdoptersPlanning
    Enhanced Refresh DB PerformanceTax Reporting
    Enhanced Tax Automation Source AccountTax Reporting
  • 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

    FeatureModule
    Ability to Select Frequency in Period FilterAccount Reconciliation
    Duplicate and Reorder Auto Match Rules in Transaction MatchingAccount Reconciliation
    New Aggregation Methods for Charts, Pivots, and Custom AttributesAccount Reconciliation
    New Filter for Frequency in the Periods ListAccount Reconciliation
    Support for Balance Attributes When Creating Filters in Reconciliation ComplianceAccount Reconciliation
    Support for Calculated Balance Attributes in Custom Report QueriesAccount Reconciliation
    Bulk Managing POV Lock StatusesEPM Cloud Platform
    Defining Formatting Rules at Design TimeEPM Cloud Platform
    Display Design-Time Formatting in Forms 2.0EPM Cloud Platform
    Enhancements in Member SelectorEPM Cloud Platform
    EPM Spotlight FeaturesEPM Cloud Platform
    Helpful InformationEPM Cloud Platform
    Monthly Update ScheduleEPM Cloud Platform
    New Minimum and Maximum Aggregation Methods for Pivot and Chart ViewsEPM Cloud Platform
    New System Maintenance Process for Consistent Data Load PerformanceEPM Cloud Platform
    Readiness Now on Oracle Help CenterEPM Cloud Platform
    Respond to Prompts While Running BooksEPM Cloud Platform
    Support for Dimension AliasEPM Cloud Platform
    Support for HsGetSheetInfo FunctionEPM Cloud Platform
    Updated EPM Books ExtensionEPM Cloud Platform
    'Allocate to Parent' and 'Allocate to Sibling' Destination OptionsEnterprise Profitability and Cost Management
    Calculation Job Details Available on the Calculation Analysis PageEnterprise Profitability and Cost Management
    Calculation Reports Enhanced to Show the Top 10 Longest Running RulesEnterprise Profitability and Cost Management
    Ability to Use the Job Console in Narrative ReportingNarrative Reporting
    New VideoNarrative Reporting
    EPM for Sustainability Now Supports Qualitative Data and ReportingPlanning
    Classifying Pillar TwoTax 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

    FeatureModule
    Drill Through to Supporting Details from the Reconciliation SummaryAccount Reconciliation
    New Attributes Added to Transaction Matching Search, Charts, and Report QueriesAccount Reconciliation
    Unmatch Transactions That Were Matched by Auto MatchAccount Reconciliation
    Application Environment Management for EPM Cloud Environments in OC4 (UK Government OCI) RegionsEPM Cloud Platform
    Deprecation of EPM Automate and REST API Settings for Idle Session Timeout for OCI (Gen 2) EnvironmentsEPM Cloud Platform
    Enhanced Member Selection Dialog for Smart View (Mac and Browser)EPM Cloud Platform
    EPM Spotlight FeaturesEPM Cloud Platform
    Export Library Documents REST API Enhanced to Export a Batch of DocumentsEPM Cloud Platform
    exportLibraryDocument EPM Automate Command Support of Multiple DocumentsEPM Cloud Platform
    Helpful InformationEPM Cloud Platform
    Last 15 Clear Data and Clear Block Commands TablesEPM Cloud Platform
    Monthly Update ScheduleEPM Cloud Platform
    New Approval Unit Hierarchy OptionEPM Cloud Platform
    New Audit Types: Report Artifacts and DocumentsEPM Cloud Platform
    New Version of Oracle Smart View for OfficeEPM Cloud Platform
    New Voice Recognition ServiceEPM Cloud Platform
    Object Storage Now Available for Task Manager, Supplemental Data Manager, and Enterprise Journals AttachmentsEPM Cloud Platform
    Readiness Now on Oracle Help CenterEPM Cloud Platform
    Submit Data when Flex Forms Contain Invalid MembersEPM Cloud Platform
    Updated Admin Extension for Smart ViewEPM Cloud Platform
    Calculation Segmentation Now Enabled for Up to Two DimensionsEnterprise Profitability and Cost Management
    EPM Automate Support of Task Manager CommandsEnterprise Profitability and Cost Management
    Modeling Screens and Reports Corrected to Respect Time Zone User PreferenceEnterprise Profitability and Cost Management
    Enhanced Organization by PeriodFinancial Consolidation and Close
    Intercompany Matching Report EnhancementsFinancial Consolidation and Close
    Support for Year-to-Date Journals on Consolidation ReportsFinancial Consolidation and Close
    Generative AI for Management Reporting NarrativesNarrative Reporting
    Highlight All Variables in a Doclet in Smart ViewNarrative Reporting
    Updated Narrative Reporting Extension for Smart ViewNarrative Reporting
    Loading, Reviewing, and Updating Predictive Cash Forecasting Historical Opening Bank Balance and Bank Balance is Now EasierPlanning
    New TutorialsPlanning
    Predictive Cash Forecasting User Interface is Now TranslatedPlanning
    Enhanced Tax and Pillar Two AutomationTax Reporting

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