Oracle SmartView version 26.200 - New Features!

Oracle Smart View for Office 26.200 and New Features!

Oracle Smart View for Office version 26.200 comes with exciting new features and updates for EPM Cloud applications.  You can download from My Oracle Support and Oracle Technical Resources (formerly Oracle Technology Network).

• Enhancements to IPM Insights in Smart View
• Work on Reports in Microsoft PowerPoint using Smart View
• Improvements in Member Selection Search in Smart View
• Open a Flex Form as a Regular Form from Task List and Right-Click Context Menu
• New Health Check Option: WebView2 Runtime Shared

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

The following new features are included:

• Enhancements in IPM Insights in Smart View
  • Support for Period Movement Variance Insight
  • View Contextual Insights for Forms
• Work on Reports in Microsoft PowerPoint using Smart View
• Improvements in Member Selection Search
  • Use Preferred Option to Search Members
  • View Hierarchy of Members from the Flat List of Search Results
• Open Flex Form as a Regular Form from Task List and Right-Click Context Menu
• New Health Check Option: WebView2 Runtime Shared

Business Benefit: This Smart View release includes the latest features, improvements, and defect fixes.

Oracle EPM - IPM Insights: Ability to Show Top Insights in Dashboards

Oracle IPM Insights Assistant and How to Enable Dashboards?

The IPM Insights Assistant used within EPM Assistants enables Service Administrators to download AI agent templates for integrating Cloud Enterprise EPM or Cloud EDM with Fusion AI Agent Studio.

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

The IPM Insights Assistant provides a reusable AI Agent Studio workflow that enables agentic applications to retrieve, validate, and present IPM Insights. The workflow supports the following paths:

• Retrieve Insight detail by Insight ID—Use this path when you already have an Insight UUID, usually obtained from an earlier Insights retrieval.
• Retrieve applicable Insights from business process context—Use this path when you provide business process context and need applicable Insights.
• Retrieve open Insights without context—Use this path when neither an Insight ID nor business process context is supplied.

You can now include the top insights in Dashboards 2.0.

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

When you pair this feature with the ability to use a dashboard as a landing page, you enable planners to see relevant insights immediately when they log in. 

Top Insights in a Dashboard Used as a Landing Page

Users can also choose to display the available insights in a table.

Users can click the Actions  menu in an insight to see insight details, open it as an ad-hoc grid, and dismiss or delete an insight.

Administrators use the Dashboards Designer to add an Insights component to the dashboard:

Oracle Enhancements to IPM Insights in Smart View

Enhancements to IPM Insights in Smart View

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

You can now view and insert Period Movement Variance insight in Oracle Smart View for Office. You can also view form-specific insights in the context of an open form in Smart View.

In Smart View release 26.200, the following enhancements have been made to IPM Insights.

Support for Period Movement Variance Insight

Smart View now supports inserting Period Movement Variance insight. This insight detects significant variance between the current period and a benchmark period, that includes Year-on-Year, Custom Period, and Historical Average.

While inserting the insight in Smart View, the chart for the benchmark with the highest variance percentage is inserted by default. To view the charts for other available benchmarks, select the required benchmark from the Comparison list above the chart.

Inserting Period Movement Variance insight is supported in Microsoft Excel and Microsoft PowerPoint.

View Contextual Insights for Forms

In addition to viewing IPM insights at the application level, you can now view insights and insight summaries in the context of an open form. This enhancement makes accessing insights easier, especially if you are tracking a particular form on a regular basis. You can view insights for the form as a whole or for a cell range in the form.

The Insights AI dialog box displays the number of insights categorized by insight type and priority, along with an AI summary of the insights, if Generative AI is enabled in the web application of the business process.

Viewing IPM insights for a form is available only in Microsoft Excel.

• To view all insights for a form, select and right-click a cell in the form grid, click Smart View in the right-click context menu, and then click Insights AI.

• To view insights for a data slice within a form, select and right-click a range of cells in the form grid, click Smart View in the right-click context menu, and then click Insights AI.

Oracle EPM runApplicationDiagnostics EPM Automate Command

The runApplicationDiagnostics EPM Automate command is now available. This command creates an Application Diagnostics report by running the Execute Application Diagnostic job to validate the application for compliance with best practices for metadata, forms, rules, and more. It generates a diagnostics report you can download from the environment.

Business Benefit: This command helps you verify that your application design abides by recommended best practices.

runApplicationDiagnostics

Create an Application Diagnostics report. 

This command runs the Execute Application Diagnostic job to validate the application for compliance with best practices in the use of metadata, forms, rules, and so on. It generates a diagnostics report that you can download from the environment.

Applies to

Planning, Planning Modules

Required Roles

Service Administrator

Usage

epmautomate runApplicationDiagnostics [fileName=FILE_NAME.xlsx] [overwrite=true|false], where:

• fileName, optionally, is a name for the report, which is created in the default download location. If not specified, the AppReviewReport_jobID_dd-mm-yyyy.xlsx naming format is used by default to name the report. In this format, jobID is the ID of the EXECUTE_APPLICATION_DIAGNOSTICS job used to generate the report.
• overwrite identifies whether to overwrite any existing diagnostic report with an identical name. Default is false. If this value is set to false or is not specified, the command execution fails if the file identified by fileName exists.

Oracle FCCS Consolidation Assistant - Now Available !!

Oracle EPM FCCS Consolidation Assistant

A Consolidation Assistant is now available. The Consolidation Assistant helps Service Administrators identify and diagnose system issues, provides detailed diagnostic findings, and recommends appropriate resolutions to address the detected problems. 

Leveraging Generative AI, the assistant helps administrators understand the likely causes of consolidation performance issues and system health issues through a guided chat experience.

It combines metric anomaly analysis with recommendation-based findings, which enable administrators to review a diagnosis summary and resolve issues.

Business Benefit: The Consolidation Assistant significantly reduces the manual effort and time required to diagnose consolidation performance and system health issues from multiple data sources.

Steps to enable and configure

To use the Consolidation Assistant, you must first enable Generative AI for your environment. To enable Generative AI:

1. From the Home page, click Application, then click Settings.
2. Under Enable AI, select the checkbox to enable Generative AI, then click Save.

NEW *** Oracle EPM Integration Agent

Oracle EPM -  New Version for EPM Integration Agent

A new version of the EPM Integration Agent is available in this release. The key updates include:

• Java 17 or higher is required to run this Integration Agent version.
• Resource Scope support for OAuth 2.0 authentication has been added, enabling compliance with the Resource Scope requirement for OAuth 2.0–based integrations.

If you are upgrading to this version, make sure that your environment is running Java 17 or later. If using OAUTH method for authentication, update the OAUTH2 configurations as needed to take advantage of the new Resource Scope support.

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

Business Benefit: The new version strengthens integration security by supporting Resource Scope in OAuth 2.0 authentication and ensures compatibility with current Java platform standards by requiring Java 17 or later.

Workflow for EPM Integration Agent

The EPM Integration Agent can be deployed in two modes: synchronous and asynchronous. The mode determines how communication is opened between your on-premises data and the Cloud EPM. 

When an integration is executed in synchronous mode, the Cloud EPM initiates a direct call from the Cloud EPM to the appropriate agent based on the cluster assignment. When an integration is executed in asynchronous mode, the Cloud EPM queues for the integration job to execute. 

The agent polls at intervals and executes the jobs queued.

Oracle EPM - Application Monitoring Menu Diagnostics

Oracle Application Monitoring Menu

The Application Diagnostics menu under Global Navigator: Monitor is now renamed to Application Monitoring to distinguish it from the Application Diagnostics tool.

Applies to: Enterprise Profitability and Cost Management, FreeForm, Planning

Application Monitoring enables Service Administrators, at design-time, to identify and resolve design flaws before an application is placed in production (and on an ongoing basis, as the application evolves with new members and data is added to the application) and used by end users. 

Service Administrators can use application diagnostics to evaluate the following:

• An entire application

• Types of artifacts such as forms and approval units

• Individual "cherry picked" artifacts

Application Monitoring identifies changes that Service Administrators can make at design-time to resolve artifacts with design flaws, and provides easy access to the editors required to modify them. 

At runtime, internal processes perform checks that may deny system requests if artifacts need to be modified. Application Monitoring evaluates your application and artifacts based on the user a Service Administrator selects. 

This enables you to determine the potential problems that may occur at runtime given the individual user's variables and security access as part of the analysis.

Business Benefit: This enhancement distinguishes the Application Monitoring menu from the Application Diagnostics tool.