Oracle Reports - Using the Zoom Summary Type in Reports GenAI

 Using the Zoom Summary Type in Reports GenAI

The AutoTextSummary text function allows you to set three parameters: Auto Text Summary Zoom Type, Auto Text Summary Level/Generation, and Top/Bottom number. 

The "ZOOM" Summary Type for the AutoTextSummary text function contains extra parameters that can be set to improve the GenAI narrative output.

Previously, the use case for describing causality for exceptions detailed the top three contributing children for the specified analytic dimension (typically row members).  

Starting with the March (25.03) update, additional optional AutoTextSummary text function parameters are added to expand on the existing functionality:

• Top/Bottom number: Defines how many contributors are returned.
• Auto Text Summary Zoom Type: Select if RELATIVEGENERATION or LEVEL is used to return the contributors.  
• Auto Text Summary Level/Generation: Defines the RELATIVEGENERATION or LEVEL number that is used to return the contributors.  

NOTE: The Reports GenAI feature is a decision support tool. End users make any final decision regarding the interpretation of the information it provides. AI should be treated as a decision-support tool only. Always review AI-generated content and verify its accuracy before using or relying on it.

Business Benefit: The Zoom Summary Type is being utilized in Reports Generative AI (GenAI), enabling efficient data collection and analysis.

Oracle Support for Time Period Spreading and Grid Spreading in Flex Forms

 New Oracle Support for Time Period Spreading and Grid Spreading in Flex Forms

Oracle Smart View for Office (Mac and Browser) now supports the spreading of data for periods and grid spreading in flex forms. This ability was earlier restricted to regular forms only.

This applies to: Enterprise Profitability and Cost Management, Financial Consolidation, and Close, FreeForm, Planning, Tax Reporting

To perform period spreading, select the Spreading Enabled check box in the Data tab in Smart View Options and then enter the new value you need to spread across time periods as per the defined spreading rules.

To perform grid spreading, you can enter a value or percentage to increase or decrease an existing value or enter a new spread value. 

The value is spread to the related cells as per the selected spread pattern.

Business Benefit: Users now have the same capability of spreading data in flex forms, just the way they use spreading in regular forms.

Tips And Considerations

Spreading is supported only in cases where the Period dimension is not a flex-enabled. 

If the Period dimension is in a column, then flex should not be enabled on columns. Similarly, if the Period dimension is in a row, then flex should not be enabled on rows.

Spreading Data for Time Periods

In a form, the spreading rules for time periods are set in the web application as part of the dimension property settings.

When you work with a form in Smart View, and depending on how the form was set up by the administrator, data values can be spread, or distributed, in several ways:

• Spread the value of a summary time period to its base time periods or to the first parent or first child of the parent time period
• Spread values among children and parents proportionally, based on existing distribution
• Spread values based on the weekly distribution of a quarter, which could be 4-4-5, 5-4-4, 4-5-4, or None (as set up by the budget administrator)
• Temporarily lock the values of certain cells while spreading data over time periods (see Spreading Data with Cell Locking)
• Spread values for different time periods using a different spreading rule for each separate time period on the same row or column dimension. For example, FY2018 can have formula fill, and FY2019 can have flow.

Oracle EPM and New Visible Cards Limit on the Home Page Increased to 20

Oracle team has increased the number of top-level items (cards and clusters) from 16 visible items on the Home page to 20.

This applies to:  Enterprise Profitability and Cost Management, Financial Consolidation, and Close, FreeForm, Planning, Tax Reporting

Previously, we allowed no more than 16 visible cards on the Home page. Because we've restructured the Home page to see individual cards for Reports, Financial Reports, and Documents, we're increasing the visible cards limit to 20.

Business Benefit: Increasing the visible card limit on the Home page provides an optimal user experience.

New Cards on the Home Page for Financial Reports

The Reports card tabs (Reports, Financial Reports, and Documents) now display as individual cards on the Home page.

Previously, the Reports card consisted of three tabs: Reports, Financial Reports, and Documents. 

After restructuring, you see individual cards for Reports, Financial Reports, and Documents on the Home page.

Oracle EPM and Big Pipeline Changes !

Oracle has made some exciting changes in the Feb 2025 update for the pipeline functionality.  

- For those of us with large pipelines that become very small and difficult to manage in the graphical interface, we finally have a table view below:

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Profitability and Cost Management, Tax Reporting

- Another change is the removal of the auto-save functionality.  This is a massive update for those of us who really hate autosave.  

- It should be noted that you now have to click Save when you actually want your changes to be saved.  

- Another nice new feature with the addition of the runPipeline command for EPM Automate.  Anyone running a hybrid setup with pipelines baked into on-premise orchestration will love this, as the only method available to do this previously required the REST API.

Oracle EPM and ability to Drill into an Ad Hoc Grid from a Dashboard 2.0 Chart

Ability to Drill into an Ad Hoc Grid from a Dashboard 2.0 Chart​

- You can now create an ad hoc grid directly from a chart within Dashboard 2.0.​

- You can create an ad hoc grid by right-clicking a chart element; for example, right-clicking on a bar within a Bar chart, and then clicking Analyze to open ad hoc in a dynamic tab. The Analyze option opens ad hoc for the intersection represented by the chart element.​

- To drill into an ad hoc grid from a chart in a Dashboard 2.0 dashboard:​

1. Open a dashboard in Dashboard 2.0.​

2. Right-click a chart element, and then select Analyze to view the chart intersection in ad hoc.​

Note the following:​

- Analyze only works for chart elements built on a form.​

- Analyze is supported for all Dashboard 2.0 chart types except for Geomaps.​

- For charts built on a form with a formula row or column, clicking Analyze will not perform any action after right-clicking the chart element that corresponds to the formula row/column (like a bar in a Bar chart).​

- Analyze is not supported for Quick Analysis charts.

 

Oracle Hyperion and EPM - SmartView for Windows 24.200 - Features !!

 Some of the new features for Oracle SmartView Excel Adin:

- Refresh Data as is in Ad Hoc Grids in Saved Worksheets

- Retain Numeric Comments on Refresh in Ad Hoc Grids

- Register Unregistered DLLs Using Health Check

- View Network Traffic details in real time with SmartView's New Trace Traffic Tool

- Submit Data without refresh when Flex Forms Contain Invalid Members

- Admin Extension 24.10 Update for Trace Traffic Tool

- EPM Books Extension 24.11 Support for end user prompts

- Highlight all variables

The New Trace Traffic Tool features are as follows:

- Fiddler is no longer needed, SmartView will provide network trace info.

- New diagnostics option controls Network traffic or API calls - this avoids amount of data getting collected.

SmartView for Office 365 features:

- Two new actions: "Apply to All Sheets button" added to the Options panel and "Disconnect

What is new in Oracle Hyperion 11.2.20 - Released Jan 2025

 Oracle recently released 11.2.20 which includes the following new features

• Java 8 Update 431.
• WebLogic Patch Set Update 12.2.1.4.241008
•  Application Data Framework (ADF) Bundle Patch 12.2.1.4.240905
•  Oracle HTTP Server (OHS) 19c Bundle Patch 12.2.1.4.240906
• There are no Oracle Data Integrator (ODI) Patches in Release 11.2.20
• Support for Keyboard Shortcut Keys in Oracle Enterprise Performance Management System Taskflow.
•  Support for Special Characters in Service Account Password.
•  WebLogic Administrator Password Change.
• The dependency on Microsoft Visual C++ 2010 has been removed.
• – Starting with Release 11.2.17,Oracle Enterprise Performance Management System will no longer install Visual C++ 2010.
• – Oracle Enterprise Performance Management System will function correctly
  with or without Visual C++ 2010.
• – If Visual C++ 2010 is already installed, it will not be uninstalled automatically.

Supported Platforms

Information about system requirements, browser support, supported languages and supported platforms for Oracle Enterprise Performance Management System products is available in spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Supported Platforms Matrices page on Oracle Technology Network (OTN):

Oracle Enterprise Performance Management System - Certification Matrix.

Supported Paths

Oracle recommends that you apply the set of Oracle Enterprise Performance Management System Release 11.2.20 product Opatches together, using the ApplyUpdate script. If you are updating from an earlier release, you must first update to Release 11.2.15.

• EPM System updates are released on a quarterly basis, generally in January, April, July, and October.
• Updates include changes for all embedded components, such as WebLogic and Java, as needed.
• Updates are applied in place.
• Any customer patches that were released are rolled into the next update.
• Updates are expected to be easy to apply and have minimum impact for you to absorb.