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.