Friday, December 20, 2024

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.

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