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.
