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.

Oracle TRCS Tax Reporting Cloud Service

- TRCS leverages EDM Enterprise Data Management and existing entities setup in TRCS for tax provision purposes with the ability to tag “in-scope” entities of the GloBE rules with “Pillar two entity” attribute and appropriate jurisdiction.

- TRCS automates the income or loss calculation via the trial balance integration with Financial Close Consolidation (FCC). 

- SmartView can also be used to pull worldwide data from FCC and push worldwide data to TRCS. Additionally, data can be shared between Multi-GAAP and/or Scenario dimensions

- TRCS leverages the temporary differences from tax provision calculation and has the ability to produce jurisdiction level current and deferred tax plus global minimum tax

- TRCS has the ability to perform transitional safe harbor tests by leveraging appropriate CbCR and financial accounting data. 

- Only one of the three tests is required to pass safe harbors (the de minimus test, the Simplified ETR test, and the routine profits test)

- Appropriate tax is calculated at the tax paying entity level

In general, TRCS can automate up to 80% or more calculation which is supported by process documentation and system testing and validation

Oracle SmartView for Google Workspace and Required Settings

Oracle Smart View for Google Workspace

You can now view and analyze data from Cloud EPM business processes in Google Sheets with the new Oracle Smart View for Google Workspace.

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

Oracle Smart View for Google Workspace enables users of Google Workspace to access Cloud EPM data, work on forms, and perform ad hoc analysis from Google Sheets. You can view, import, manipulate, distribute, and share data in Google Sheets using Smart View.

Oracle Smart View for Google Workspace supports the following Cloud EPM data source providers:

• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• FreeForm
• Planning
• Tax Reporting

Key features include:

• Form operations such as Open and Refresh Forms, Submit Data from Forms, Copy Versions, and Instructions
• Ad hoc analysis operations such as Zoom, Pivot, Keep/Remove Only, Insert Attribute, and Save Ad Hoc Grids
• Multiple Connections in the Same Sheet
• Multiple Grid Ad Hoc Sheets
• Smart View Options and Cell Styles
• Member Selection, Cell Actions, and Supporting Details
• Drill Through in Web Browser only
• Adjust, Grid Spread, and Mass Allocate
• User Variables and Preferences
• Flex Forms, Business Rules, and Member Formulas
• Task Lists, Approvals, and Job Console
• Functions: HsGetValue, HsSetValue, HsAlias, and HsGetSheetInfo
• Free-Form Mode
• Favorites and Actions Menu

NOTE: At this time, Oracle Smart View for Google Workspace only supports Google Sheets. Google Docs and Google Slides are not yet supported.

Business Benefit: Users who use Google Workspace for their daily business activities can now use Smart View features to view and analyze Cloud EPM data in Google Sheets.

Steps to Enable

The Oracle Smart View add-on extension is available on the Google Workspace Marketplace. Users can install and use this add-on in Google Sheets using the Google Workspace accounts provisioned for them by their organization.

To take advantage of the Smart View functionality in Google Sheets, you need Cloud EPM 25.01 or later. Service Administrators must enable support for Google Sheets in the application settings of their respective Cloud EPM business processes.

To enable the Smart View add-on extension for Google Sheets:

1. Open the web application for your business process.
2. Click Applications, and then click Settings.
3. In the Smart View Add-on section, select the Google Sheets check box.
4. Click Save.

Introducing Cloud EPM System Reports in December 2024 release

- You can now generate Cloud EPM System Reports within Reports, specifically for the Cloud EPM business processes and components, such as Task Manager, Supplemental Data, and Enterprise Journals. 

- You can embed Data Tables within Reports to include system data, as required. 

- You can accomplish this by inserting a relational table into a report, connecting to a Cloud EPM business process schema, selecting members, and then generating a system report based on Cloud EPM relational system data. 

- You can also use some of the grid features in tables, such as member selector, prompts and POV, formatting, sorting, drill to content, conditional formatting/suppression, formulas, and grouping. The other Report features available with relational tables are charts, text boxes, books, bursting, and Excel output (reports only).

- In addition to Cloud EPM System Reports, you can also view the detailed descriptions of the Cloud EPM System Report data sources in a newly introduced Cloud EPM System Reporting Schema Reference Guide. This guide provides information about Report Tables, and how to incorporate additional Cloud EPM System Tables within your report. 

For more details, see Cloud EPM System Reporting Schema Reference Guide.

Import Reports Containing Relational Tables in Smart View

-You can now import formatted reports containing relational tables from Narrative Reporting and Reports in Smart View.

- To import a report with relational table, in the Smart View Home panel, navigate to the Reports folder. 

- Then, select the required report and click Import Formatted Report. 

- The report opens and displays the formatted relational tables. 

- You can click Refresh Report in the Smart View ribbon to get the latest data, if required. However, the options of Edit POV, Edit Prompts, and Analyze remain disabled for reports with relational tables and will be made available in a future release.

- Similarly, in Books, you can import a book that contains a report with a relational table in Smart View. However, the option of Edit POV is disabled for such reports.

Oracle EPM SmartView and using Flex Forms

 Use Flex Forms in Smart View (Mac and Browser)

You can now use flex forms in Oracle Smart View for Office (Mac and Browser). Earlier, flex forms were available for use only in Oracle Smart View for Office.

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

Flex forms are a form type that provide flexible row management in Smart View (Mac and Browser). 

Flex forms retain all regular form properties and features, such as running business rules attached to the flex form. 

Additionally, using flex forms, you can rearrange row members and sort or move rows. 

You can also open a flex form in ad hoc mode and use ad hoc analysis to modify the grid layout and submit data.

Business Benefit: Flex forms provide benefits of both forms and ad hoc grids, thus offering users the flexibility of ad hoc grid operations while ensuring the usability, control, and security of forms.

Steps to Enable

To enable flex forms during form definition in the web application, Service Administrators select Enable flex form on rows, Enable flex form on columns, or both options, under Smart View Options in the Layout tab to enable flex form-specific features.