PBCS15_08_Whats_new

PBCS15_08_Whats_new
What's New in
Oracle Planning and Budgeting
Cloud Service
August 2015 Release (15.08)
PLANNING AND BUDGETING..................................................................................................................................4
ANNOUNCEMENTS......................................................................................................................................................... 4
New Financial Reporting Studio Release ............................................................................................................................ 4
New Version of EPM Automate Utility ............................................................................................................................... 4
Smart View ......................................................................................................................................................................... 4
Support for Internet Explorer 11 Standards Mode ............................................................................................................ 4
Recommended Browsers ................................................................................................................................................... 5
Removal of Internet Explorer 9 Support ............................................................................................................................ 5
Removal of Remote XUL Manager Requirement ............................................................................................................... 5
Removal of Standard Interface .......................................................................................................................................... 5
Defects Fixed...................................................................................................................................................................... 6
PLANNING SIMPLIFIED INTERFACE ..................................................................................................................................... 7
Saving Data Automatically ................................................................................................................................................. 7
Undoing Actions ................................................................................................................................................................. 7
Defining Valid Intersections ............................................................................................................................................... 7
Using Excel Formulas in Planning ....................................................................................................................................... 8
Using Planning Sandboxes ................................................................................................................................................. 8
Printing Supporting Detail .................................................................................................................................................. 9
Synchronizing Data instantly ............................................................................................................................................ 10
Instant Save ..................................................................................................................................................................... 10
New Keyboard Shortcuts ................................................................................................................................................. 10
Logging on to Planning Application via EPM Mobile App ................................................................................................ 10
SMART VIEW FOR OFFICE .............................................................................................................................................. 11
Smart Forms ..................................................................................................................................................................... 11
Predictive Planning .......................................................................................................................................................... 12
DATA MANAGEMENT ................................................................................................................................................... 15
Data Loading .................................................................................................................................................................... 15
Import Format Builder ..................................................................................................................................................... 19
POV Locking ..................................................................................................................................................................... 20
CALCULATION MANAGER .............................................................................................................................................. 21
New Design-Time Prompt Functions for Templates ........................................................................................................ 21
Finding and Replacing Text in the Variable Designer ....................................................................................................... 21
Aggregation System Template Enhancements ................................................................................................................ 22
Script Editor Enhancements ............................................................................................................................................. 22
Filtering Objects in the System View ............................................................................................................................... 23
Analyzing Scripts .............................................................................................................................................................. 23
Customizing Views ........................................................................................................................................................... 24
Comparing the Scripts of a Saved Rule to a Changed Rule .............................................................................................. 24
Launching Planning Business Rules and Viewing Logs ..................................................................................................... 25
Enabling Email Notification When Planning Business Rules are Launched ...................................................................... 25
Support for Parallel Processing ........................................................................................................................................ 26
FINANCIAL REPORTING .................................................................................................................................................. 26
Query Ready Export ......................................................................................................................................................... 26
FINANCIAL REPORTING STUDIO ...................................................................................................................................... 27
APPLICATION MANAGEMENT ......................................................................................................................................... 27
2
Security Audit Report ....................................................................................................................................................... 27
3
PLANNING AND BUDGETING
This guide outlines the information you need to know about new or improved functionality in Oracle Planning and
Budgeting Cloud. Each section includes a brief description of the feature, the steps you need to take to enable or
begin using the feature, any tips or considerations that you should keep in mind, and the resources available to
help you.
ANNOUNCEMENTS
NEW FINANCIAL REPORTING STUDIO RELEASE
You must install a new version of Financial Reporting Studio (Release 11.1.2.4.400) to access instances patched
with the August update.
Until the August update is applied to both your production and test environments, you may have to maintain two
versions of Financial Reporting Studio.



On desktops that access the test instance of the service, install Financial Reporting Studio Release
11.1.2.4.400 after the test instance is patched on August 7, 2015.
On desktops that access the production instance of the service, install Financial Reporting Studio
Release 11.1.2.4.400 after the production instances are patched on August 21, 2015.
On a desktop from which you need to switch between the test and production instances, you need to
uninstall and reinstall the proper version of the Financial Reporting Studio depending on the instance
to which you are connecting. See Installing Clients for instructions.
Subsequent releases of Financial Reporting Studio will not have this limitation.
NEW VERSION OF EPM AUTOMATE UTILITY
A new version of the EPM Automate Utility is available with this update. This version supports password
encryption and file uploads to Data Management folders. See Installing Clients for instructions.
SMART VIEW
Install Smart View Release 11.1.2.5.500 to use the new features included in this update. See Installing Clients for
instructions.
SUPPORT FOR INTERNET EXPLORER 11 STANDARDS MODE
Starting this update, you can access the service using Internet Explorer 11 in Standards mode. Enterprise mode
should not be enabled.
4
RECOMMENDED BROWSERS
The following table presents a list of recommended browsers for each client. See Supported Browsers for detailed
browser support information.
Platform
Windows 7
Recommended Browser
Firefox ESR 38.x
Windows 8
Firefox ESR 38.x
Windows 8.1
Firefox ESR 38.x
Apple Mac
iOS Devices
Firefox ESR 38.x
Apple Safari (Simplified
Interface only)
Google Chrome 29 and later
(Simplified Interface)
Android Devices
Other Supported Browsers
 Microsoft Internet Explorer 9 (will be deprecated in
September 2015)
 Microsoft Internet Explorer 10 (recommended Explorer
version)
 Microsoft Internet Explorer 11 (standards mode only)
 Google Chrome 29 and later (Simplified Interface only)
 Microsoft Internet Explorer 9 (will be deprecated in
September 2015)
 Microsoft Internet Explorer 10 (recommended Explorer
version)
 Google Chrome 29 and later (Simplified Interface only)
 Microsoft Internet Explorer 11
 Google Chrome 29 and later (Simplified Interface only)
Apple Safari (Simplified Interface only)
None
None
REMOVAL OF INTERNET EXPLORER 9 SUPPORT
Starting with the September 2015 update, Oracle will deprecate the use of Internet Explorer Release 9 to access
the service.
REMOVAL OF REMOTE XUL MANAGER REQUIREMENT
The service no longer requires the use of Remote XUL Manager with Firefox.
REMOVAL OF STANDARD INTERFACE
Oracle is committed to providing a simple and intuitive experience to the users of the service. To achieve this goal,
the simplified interface, an option available in the service since November 2014, will be established as the
standard across the service.
Starting with the November 2015 service update, all service functionality will be available through the Simplified
Interface only. To prepare for this change, have your users familiarize themselves with the Simplified Interface
using the following information sources:

Accessing Oracle Planning and Budgeting Cloud Service for information on accessing the Simplified
Interface.
5

Working in the Simplified Interface for information on completing Planning tasks using the Simplified
Interface.
Please send your questions and concerns to Oracle using the Provide Feedback option in the service.
DEFECTS FIXED
Defect
Number
21239673
21151198
21107473
20983040
20975583
20955344
20939385
20855028/
20028009
20823058
20755410
20645825
20610530
20585510
20569667
20440960
20376663
20354913
20326366
20293515/
20532716
19778560
19529599
19373539
19024346
Description
The Simplified Interface now correctly resizes Planning forms.
Ad hoc Analysis in Smart View now retains Form point of view (POV).
You can now correctly load data into Microsoft Excel by exporting query-ready Financial Reporting
reports from Application Management Workspace to Smart View.
The service now deletes the temporary .PDF files that Financial Reporting creates while generating
books (using the Complete Book In PDF option).
You can now change the owner of a Planning application by using the Assign Application Owner
option in the Application Settings screen.
You no longer receive an error while running Financial Reporting reports by selecting missing
blocks as the suppression property.
From Smart View, you can now select Entity dimension for POV while performing ad hoc query
against Planning aggregate storage database.
You are now able to use any single special character, for example pipe (|) as data delimiter in
export jobs.
Smart View now loads data entry forms correctly.
Cell error threshold limits have been increased to minimize the threshold error that occurs when
the potential number of cells exceeds threshold setting.
You can now use the driver specified in the data load settings to import and export data using the
Import and Export function Planning.
Financial Reporting batch output to MIME HTML (MHTML) format no longer repeats the member
selection for all reports in the book.
When running business rules, you no longer receive the
error.
You can now type the closing curly brace (}) character into Override Report Definition using a
German keyboard.
Smart View no longer displays the
error while attempting to open
forms, business rules, and database properties after importing data using the EPM Automate
Utility.
Financial Reporting clients can now synchronize with the test and production versions of the
Financial Reporting server.
Smart View now correctly handles page numbers when analyzing forms.
You can now access all the forms in a composite form displayed in the Simplified Interface by
clicking the appropriate tab.
Member selector now displays all members that a user has access to. Users can now access the
row or column members of Planning data forms and ad hoc analysis to run predictions.
Internet Explorer Version 9 now resizes forms correctly to make data fit within columns.
Swedish translation of “Promotional Path” and “Signed Off” updated to clarify these phrases.
You can now vertically align the contents that appear at the top, middle or bottom of cells in a
Planning form.
You can now wrap the text in a column header to fit the column width set in the form.
6
18596957
18285667
18162192
18055850
17933035
17460364
You can now use scroll bars to review lengthy task instructions.
Outline load utility now correctly loads Entity Dimension members for single currency applications.
You can now wrap the text in row headers in forms to improve readability and reduce user errors.
Images in PDF version of FR reports now appear proportional to their defined size.
You can now log into the service and navigate across service components using an Internet
Explorer browser session that was previously used to access the service.
You can now submit data using a composite form from Smart View when Predictive Planning is
enabled.
PLANNING SIMPLIFIED INTERFACE
SAVING DATA AUTOMATICALLY
Administrators can set up a simple form so that planners' data is automatically saved (autosave) when they move
out of a cell in the simplified interface, and values are aggregated to their parents immediately. No prompt or
message is displayed, and the affected cells are displayed in green. Also, with this option selected, planners can
use Undo (Ctrl+Z).
To enable automatic save, in form design, administrators select the new Grid Properties option Enable Autosave
for a simple form.
See “Setting Form Grid Properties” in Administering Planning for Oracle Planning and Budgeting Cloud Service and
“Basics of Working with Data” in Working with Oracle Planning and Budgeting Cloud Service Using the Simplified
Interface. To learn about setting form grid properties, watch this video.
UNDOING ACTIONS
When working with a simple form in the simplified interface, if an administrator has set up the form to support
Undo, you can successively undo your actions by pressing Ctrl+Z (or clicking or tapping Undo on the Data tab). To
enable Undo, in form design, an administrator selects the new Grid Properties option Enable Autosave for a
simple form.
See “Basics of Working with Data” in Working with Oracle Planning and Budgeting Cloud Service Using the
Simplified Interface, and “Setting Form Grid Properties” in Administering Planning for Oracle Planning and
Budgeting Cloud Service.
DEFINING VALID INTERSECTIONS
Valid Intersections enable the administrator to define rules, called valid intersection rules, which filter certain cell
intersections to users when they enter data or select runtime prompts. For example, the administrator can specify
that certain products are valid only for some departments, which restricts users from directly entering data in
other cells.
To define valid intersections, you must be an administrator with access to the simplified interface. You define valid
intersections in the Console.
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After valid intersections are defined, cells containing invalid data are read-only. This restriction speeds the
planning process and optimizes the information available to users.
Administrators must be familiar with these valid intersection concepts:

Valid intersection groups

Valid intersection rules

Anchor and nonanchor dimensions
For more information, see “Defining Valid Intersections” in Administering Oracle Planning and Budgeting Cloud
Service Using the Simplified Interface. To learn about setting up valid intersections, watch this video.
USING EXCEL FORMULAS IN PLANNING
In Smart View ad hoc analysis, you can create Excel formulas and members that calculate instantly without
affecting the rest of the Planning application. You can then execute, in Planning, the calculations that you created
in Smart View. To make this customized ad hoc grid available in Planning, when you save it in Smart View, select
the option Save as a Smart Form. Then you can open and use this customized Smart Form in Planning, including
the rows, columns, and calculations that you added.
See Working with Smart View for Oracle Enterprise Performance Management Cloud Services and watch this video.
USING PLANNING SANDBOXES
Users can use the new sandbox capabilities to keep their work private as they work on their plans. They may want
to experiment with various outcomes in a sandbox without others seeing their work-in-progress. For example, a
planner hasn’t finished their revenue planning. By building this plan in a sandbox, the revenue data isn’t included
in the application’s calculations. When the user is ready to share their results with others, he publishes the
sandbox.
Here the user is looking into a “what if” scenario of adding some new computers, so has increased the value for
Equipment Expense in Q2 in a sandbox named New Computers. (The original data is in the Working version.) To
create another sandbox, click or tap
on the top right side of the grid.
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To enable sandboxes:
1.
2.
3.
When you create the application on the Create Application page, select Enable Sandboxes.
Create and enable Version dimension members for sandboxes.
Design or modify forms that you want to support sandboxes so that either:
o The Version dimension is on the Page axis.
o The Version dimension is a POV that has a user variable.
Administrators, see “Managing Sandboxes” in Administering Oracle Planning and Budgeting Cloud Service Using
the Simplified Interface. Planners, see “Building a Plan Privately” in Working with Oracle Planning and Budgeting
Cloud Service Using the Simplified Interface. To learn about analyzing data using sandboxes, watch this video.
PRINTING SUPPORTING DETAIL
You can print forms to PDF format with supporting detail included in the output. In a form or ad hoc grid, click or
tap Print.
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Tip: To print a simple form in the simplified interface, click or tap to the right of the form name at the top (outside
the grid), and then use Ctrl+Alt+P.
SYNCHRONIZING DATA INSTANTLY
For more meaningful and complete reporting, using a new feature called Smart Push, planners can synchronize
data updates (both numeric and non-numeric data) between their plan types when they save the data in forms.
For example, if they are planning expenses, their reports are updated instantly with that information, including
comments, attachments, and supporting detail.
To use Smart Push to push data from one plan type to another, planners must configure it on a simple or
composite form on the new Smart Push tab. To access Smart Push, click or tap Navigator, and then click or tap
Forms.
INSTANT SAVE
Built-in intelligence now quickly saves new or changed data in simple forms when planners click or tap Save.
Instant Save works unless the structure of the form has changed (for example, if a row was suppressed because it
contained no data).
NEW KEYBOARD SHORTCUTS
New shortcut keys are available when you access simple forms in the simplified interface from the desktop.



Navigation shortcuts—Planners can now navigate the form using new keyboard shortcuts. For
example, to move to the first cell in the form, press Ctrl+Home. Or to move out of the form to the
previously selected item, use Ctrl+Alt+E. Then use Tab to return to the form.
Data entry shortcuts—New data entry shortcuts provide built-in calculators. For example, to enter
the value in thousands, enter 5K for 5,000. Or to grow a cell value by a percentage, enter “gr”. For
example, if the cell value is 200, entering “gr50” after 200 increases the cell value by 50 percent, to
300.
Formatting shortcuts—Key combinations enable planners to quickly format values. For example, to
bold a value, press Ctrl+Alt+B. Or to underline a value, press Ctrl+Alt+U.
For a full list of keyboard shortcuts, see “Working with Data” in Working with Oracle Planning and Budgeting
Cloud Service Using the Simplified Interface.
LOGGING ON TO PLANNING APPLICATION VIA EPM MOBILE APP
Planning customers can now use the EPM Mobile app to log on to their Oracle Planning and Budgeting Cloud
Service application and perform selected tasks within the mobile app. The EPM Mobile app allows you to perform
the tasks described in the EPM Mobile User’s Guide in the EPM Mobile library.
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To enable this feature:
4.
Download the app from the app store on a supported mobile device:
o
o
5.
iPhone: Apple App store
Android: Google Play Store
Log on to the app and perform the tasks available in the mobile app.
For instructions on working with EPM Mobile, see the EPM Mobile User’s Guide and other resources on the EPM
Mobile library.
SMART VIEW FOR OFFICE
SMART FORMS
You can now add Excel formulas to ad hoc grids in Smart View and save them to Planning in Smart Forms. Starting
with an ad hoc analysis grid, you can customize the grid by adding Excel functions and formulas, or business
calculations, along with grid labels to mark the rows containing business calculations. The business calculations
that you create in the Smart Form can then be executed in both Smart View and the Planning interface. These
calculations won't affect metadata in the rest of the Planning application.
To make an ad hoc grid containing grid labels and business calculations available in Planning, you select the Save
As Smart Form option,
, in the Planning Ad Hoc ribbon in Smart View.
When saving, you specify name for the Smart Form and select a folder to save it in. You can also save any Excel
formatting you may have applied to the ad hoc grid by selecting the Submit Formatting option.
After saving, refresh the sheet to see any applicable cell styles applied to the grid labels and business calculation
cells.
This is an example of an ad hoc grid after saving as a Smart Form and then refreshing, with grid labels and business
calculations shown in row 12:
Once saved, you can open and use this Smart Form in either Smart View or Planning. Any rows, columns, and
business calculations you added are present in the form.
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In the Smart View Panel, Smart Forms are signified with this icon:
. Select Open form to open Smart Forms
Here’s an example of the ad hoc grid shown above, after opening as a Smart Form:
For more information, see Working with Smart View for Oracle Enterprise Performance Management Cloud
Services.
PREDICTIVE PLANNING
Predictive Planning supports new Planning and Smart View features
Predictive Planning can now be used with Planning ad hoc grids, reports, Oracle Smart View for Office
Smart Queries, saved ad hoc grids, and sandboxes.
Predictive Planning supports valid ad hoc grids, and sandbox versions for forms and ad hoc grids.
All Predictive Planning functionality works with ad hoc grids, considering the following:




If you enter free-form mode, you must click Refresh before you run a prediction.
When you create an ad hoc grid, any Predictive Planning preferences that were available in the
original Planning form are applied to the new ad hoc grid. If you create an ad hoc grid without
starting from a Planning form, the default preferences from the application are used.
You can set preferences freely through the Set Up Prediction button without Administrator rights.
However, you can save preferences only by saving the ad hoc grid, if your security role allows that.
Ad hoc grids have the same validation requirements as standard forms. If a form is not valid for
Predictive Planning, Predict does not display on the Planning Ad Hoc ribbon (unless the Show ribbon
only for valid Planning forms option is disabled).
For sandboxes, historical data is read from the same sandbox that the form or adhoc grid is using.
For more information, see Working with Predictive Planning for Oracle Planning and Budgeting Cloud Service.
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Quick Predict
Quick Predict enables you to run and paste predictions with a few mouse clicks or keystrokes.
With Quick Predict, all form defaults, except those for member selection, are used automatically. The predicted
results are immediately pasted into the Planning form. You can choose whether to enter predicted data into all
cells for a member or just selected cells.
To run a prediction with Quick Predict:
1.
2.
3.
In a Planning form in Smart View, select member names or cells to predict.
Right-click and then select Predictive Planning, or select the Predictive Planning ribbon and then
click the lower half of the Predict button, with the label and arrow.
Indicate whether to predict an entire member or just selected cells:
o Select Quick Predict Selected Members to predict future values for selected members and
paste results into all the members' future data cells.
o Select Quick Predict To Selected Cells to predict future values for members containing the
selected data cells and paste results into only the selected cells.
To avoid overwriting existing data, the Planning administrator should add a prediction scenario to the form before
you predict data.
For more information, see Working with Predictive Planning for Oracle Planning and Budgeting Cloud Service.
Prediction Chart Enhancements
Prediction chart enhancements enable you to directly manipulate predicted data series. You can adjust predictions
without retyping predicted values.
Prediction charts typically show actual data followed by future series such as predicted values and “worst
case/best case” values. You can adjust any future series by activating a “chart grabber” and manipulating charted
data with the mouse or by using the Adjust Series dialog box. When you release the mouse or click OK in the dialog
box, changes are immediately pasted to the matching series on the form.
To manually adjust the data series by using the chart grabber, click the future data series to activate the chart
grabber. Then you can move the chart grabber up or down to increase or decrease all values evenly with the first
period value unlocked, click a predicted data point and move it to adjust only that value, or right-click and select
Lock First Period to keep the first predicted value constant. Move the chart grabber up or down to increase or
decrease all values relative to the first value.
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Alternatively, you can adjust predicted values using a dialog box instead of the mouse. In a Predictive Planning
chart, click the Adjust Series button,
.
For more information, see Working with Predictive Planning for Oracle Planning and Budgeting Cloud Service.
New Forecasting Techniques
New forecasting techniques improve forecast accuracy, particularly at long lead times: Damped Trend Smoothing
Nonseasonal, Damped Trend Additive Seasonal, and Damped Trend Multiplicative Seasonal.
Damped Trend Smoothing (DTS) Nonseasonal Method
Applies exponential smoothing twice, similar to double exponential smoothing. However, the trend component
curve is damped (flattens over time) instead of being linear. This method is best for data with a trend but no
seasonality.
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Damped Trend Additive Seasonal Method
Separates a data series into seasonality, damped trend, and level; projects each forward; and reassembles them
into a forecast in an additive manner.
This method is best for data with a trend and with seasonality. It results in a curved forecast that flattens over time
and reproduces the seasonal cycles.
Damped Trend Multiplicative Seasonal Method
Separates a data series into seasonality, damped trend, and level; projects each forward; and reassembles them
into a forecast in a multiplicative manner.
This method is best for data with a trend and with seasonality. It results in a curved forecast that flattens over time
and reproduces the seasonal cycles.
DATA MANAGEMENT
DATA LOADING
You can load Planning data from a range of financial data sources, with various options for transforming and
validating the data:

Data Loading—In addition to file-based data loads, you can load Fusion General Ledger and
Commitment Control files from the Fusion Financials Cloud Service to Oracle Planning and Budgeting
Cloud.
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

Synchronization—Push data between Planning applications and Essbase ASO cubes without creating
a new file and loading it again.
Write back—In the Oracle Planning and Budgeting Cloud Service you can write back budget data from
a file-based source system or a Fusions file from the Fusion Financials Cloud Service to a flat file. You
can also write back Planning data back to the Fusion General Ledger.
For an overview of the data load options available in Data Management, watch this video.
For more information, see “Data Load, Synchronization, and Write-Back” in Administering Data Management for
Oracle Planning and Budgeting Cloud Service.
Integrating the Oracle Fusion Financials Cloud Service with the Oracle Planning and Budgeting Cloud Services
Data Management facilitates data loading between a Fusion Financials Cloud application and an Oracle Planning
and Budgeting Cloud Service application. Fusion Financials Cloud Service users who specialize in general ledger and
commitment control operations can as use the Oracle Planning and Budgeting Cloud Service as a financial planning
application.
Users can generate a trial balance in the Fusion GL Cloud application, and then pick that file up and load it to
Oracle Planning and Budgeting Cloud Service using a few simple constructs in Data Management. In addition, data
from Oracle Planning and Budgeting Cloud Service can be written back to the Fusion Financials Cloud Service.
In this example, the values for the Fusion Financials Cloud Service general ledger chart of accounts segment for
“Company” have been mapped to Entity 410, as per the data load mapping on the Data Load Workbench.
At a high level, the steps for integrating Fusion data with the Oracle Planning and Budgeting Cloud Service:
1.
2.
3.
4.
Create a Planning application that includes the dimensions to which to map General Ledger
balances.
Extract the Fusion General Ledger file, and build an import format using this file.
Register and configure a source connection for the Fusion General Ledger file.
Load data from the Fusion General Ledger file to Oracle Planning and Budgeting Cloud Service.
Then after mapping data to the Planning dimensions, you can write back the data to the Fusion
Financials Cloud Service.
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Optionally, you can write out budget data from the Oracle Planning and Budgeting Cloud Service to a flat file using
a custom target application. This output file may be used to load data to any other application.
To view a tutorial about this feature, watch this video.
For more information, see “Integrating Oracle Fusion Financials Cloud Service with the Oracle Planning and
Budgeting Cloud Service” in Administering Data Management for Oracle Planning and Budgeting Cloud Service.
Synchronization
Data synchronization enables you to import data directly from a source Planning application and load it directly to
another target Planning or Essbase (ASO) application.
At a high level, the steps to synchronize data in Data Management include:
1.
Import Format—Select the source and target applications types.
The dimensional mapping is also defined in the import format. You map the dimensions that
comprise each source and target application so that the synchronization can recognize all
relevant elements
2.
3.
4.
Data Load Rule—Define the source filter parameters.
Execute—When the data rule is executed, data from the source application is extracted to a file.
The data can be imported and processed using the data load workflow process.
Export—Synchronizes the data.
For more information, see “Data Synchronization” in Administering Data Management for Oracle Planning and
Budgeting Cloud Service.
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Writing Back Planning Data to the Fusion General Ledger
You can use Data Management to write budget data from Oracle Planning and Budgeting Cloud back into the
Oracle Fusion Financials Cloud Service. To write back data, you need to supply the ledger information, create a
custom target application, configure the source system and source connection, add an import format, add a
location, add period mappings, define data load mappings, create a data load rule, and execute the import and
export process.
When writing back the Planning data, note the following information:



For a Fusion General Ledger file, when you have single chart of accounts, then the target application
name and source system name must share the same name.
For a Fusion General Ledger file, when you have multiple charts of accounts, then you need to create
a target application name for each chart of accounts because the number of segments are different.
If multiple charts of accounts are used in General Ledger and they need to be mapped differently,
create a separate Target Application for each chart of accounts structure.
For a Fusion Commitment Control file, when you have a XCC file, then the last three characters needs
to be “XCC.”
To view a tutorial about writing back to the Fusion General Ledger, watch this video.
For more information, see “Writing Back the Planning Data to the Fusion General Ledger” in Administering Data
Management for Oracle Planning and Budgeting Cloud Service.
Writing Backing Integrated Planning and Fusion Data to a Flat File
After completing a planning or budgeting cycle in Oracle Planning and Budgeting Cloud Service (either from a filebased source system, or a Planning application created using Fusion General Ledger data), data can be written out
to a text file for use in an external application.
Exporting data from Oracle Planning and Budgeting Cloud Service is facilitated through the use of a custom
application that you create using the Target Application option.
When the custom application is created, use application options to:




Enable export to a file
Select a file character set
Select the column delimiter
Specify the file name to download (used with EPM Automate)
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For more information, see “Extracting the Integrated Planning and Fusion Data to a Flat File” in Administering Data
Management for Oracle Planning and Budgeting Cloud Service.
IMPORT FORMAT BUILDER
You can map source fields graphically to target dimension members instead of typing the starting position and the
field length when loading file based data.
The following example shows the dimensions available in a file:
The following example shows how the source dimension name “1100” is mapped to the target dimension
“Account”:
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The Format build is available from the Import Formats options by selecting a file based source system and clicking
Build Format.
This feature is available for both fixed and delimited files. When selecting the file to load, the file must be in the
CSV format.
For more information, see “Using the Import Format Builder” ” in Administering Data Management for Oracle
Planning and Budgeting Cloud Service.
POV LOCKING
Administrators can use a POV locking feature to prevent data from being loaded to a selected POV by locking all
locations related to a target application for a given period and category.
The POV lock feature is available on a target application basis in Application Settings.
When you select the Lock All Locations button, a pop-up is displayed with populated Category and Period values
based on the profile. You can update the category and period if desired, and then lock the POV.
POV locks are available for the Data Load Workbench and Data Load Rules.
Notable aspects of the POV Lock feature include:



When a location is locked, the lock symbol
is displayed on the POV bar.
An Unlock All Locations button is also available so that you can unlock locked POVs.
POV locks are active in the Data Load Workbench and Data Load Rules.
For more information, see “Locking All (POV) Locations” in Administering Data Management for Oracle Planning
and Budgeting Cloud Service.
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CALCULATION MANAGER
NEW DESIGN-TIME PROMPT FUNCTIONS FOR TEMPLATES
You now have more control over design-time prompts for templates. For example, you can get a list of members
that are common or not common between two design time prompts, add or remove quotes in a string, and
convert characters in a string to upper or lower case.
You can access design-time prompts for functions from the Template Designer. You select the DTP Assignment
component you want to add a design time prompt to and select a function, then enter or select values for the
function’s parameters.
To see examples of the new functions, see “Using Design-Time Prompt Functions in DTP Assignment Components”
in Designing with Calculation Manager for Oracle Planning and Budgeting Cloud Service.
FINDING AND REPLACING TEXT IN THE VARIABLE DESIGNER
You can now find and replace text within the Variable Designer. You can search for a variable by entering its name
in the Find feature of the Variable Designer. You can also search for a text string in a variable. (For example, you
can search for a default value used in the variable.) You can replace all instances of a variable or text string, or you
can replace a selected instance.
For more information, see “Finding and Replacing Text in the Variable Designer” in Designing with Calculation
Manager for Oracle Planning and Budgeting Cloud Service.
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AGGREGATION SYSTEM TEMPLATE ENHANCEMENTS
An enhanced aggregation system template makes it easier to design business rules for aggregations.
For more information, see “Working with System Templates” in Designing with Calculation Manager for Oracle
Planning and Budgeting Cloud Service.
SCRIPT EDITOR ENHANCEMENTS
The script editor includes new enhancements, such as word wrap, Go to Line, and auto-suggestions for functions in
a dialog box. You use the script editor when you’re working with a script component or when you’re editing a
business rule in script mode.
In the Script Editor, you can use these new enhancements:

Click the Wrap icon
so that any long lines of the script that scroll off of the page display on
multiple lines on the same page.

Enter a line number in Go to Line, and click the arrow to highlight the line number in the script.

You can expand or collapse a line in the script by clicking the plus or minus sign to the left of the line.
For example, FIX statements display with all of the lines in the statement displayed by default, but
you can hide the lines of the FIX statement by clicking the minus sign to the left of it.

You can enter search text in Find and click Previous or Next to find the previous (by searching up in
the script) or next (by searching down in the script) instance of the text.

Auto suggestions are provided for functions in a dialog box. When you type the first few characters of
the function, press CTRL+Space to display the suggestions.
For more information, see Designing with Calculation Manager for Oracle Planning and Budgeting Cloud Service.
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FILTERING OBJECTS IN THE SYSTEM VIEW
Calculation Manager has a view called Filter View/List View in which you can define filter criteria and display (in a
list) only objects matching the filter criteria. The System View provides a hierarchical representation of all of the
objects in Calculation Manager. You can now apply a filter to the System View to limit the display of objects for
better usability.
You click the Filter Options icon
to display the Filter dialog.
For more information, see “Filtering Objects” in Designing with Calculation Manager for Oracle Planning and
Budgeting Cloud Service.
ANALYZING SCRIPTS
Any graphical or calc script business rule can be analyzed. After you analyze a business rule, you can click on each
row that contains analysis information to see the following: execution time, block count, number of potential and
counted blocks, and scope of the Fix statement.
For more information, see “Analyzing and Debugging Business Rules” in Designing with Calculation Manager for
Oracle Planning and Budgeting Cloud Service.
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CUSTOMIZING VIEWS
You can customize the columns that display and the order in which they display in Calculation Manager’s views. In
the System View, Custom View, and Deployment View, you can also expand and collapse the contents of the
Planning application type, its applications, plan types, and the objects within them.
For more information, see “Customizing Views” in Designing with Calculation Manager for Oracle Planning and
Budgeting Cloud Service.
COMPARING THE SCRIPTS OF A SAVED RULE TO A CHANGED RULE
You can compare the script of a saved business rule to a changed business rule side-by-side in a window in the
Designer view.
The Compare Scripts window shows the results.
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For more information, see “Comparing a Changed Business Rule to a Saved Business Rule” in Designing with
Calculation Manager for Oracle Planning and Budgeting Cloud Service.
LAUNCHING PLANNING BUSINESS RULES AND VIEWING LOGS
When you have a business rule open for viewing or editing in the Rule Designer, you can launch the rule and view
any logs generated in the Log Messages tab. You can also export the log messages to a comma separated values
(.csv) file.
In the Rule Designer, select Actions, then Launch.
For more information, see “Launching Planning Business Rules and Viewing Logs from the Rules Designer” in
Designing with Calculation Manager for Oracle Planning and Budgeting Cloud Service.
ENABLING EMAIL NOTIFICATION WHEN PLANNING BUSINESS RULES ARE LAUNCHED
In Rule Designer, you can enable Planning business rules to send an email notification when rules launch
successfully or with errors. You enter the email address of the user to be notified in Planning.
In the Rule Designer, on Properties, select Enable Notifications to enable the business rule to send an email
notification to a logged on user.
For more information, see Administering Planning for Oracle Budgeting and Cloud Service.
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SUPPORT FOR PARALLEL PROCESSING
You can run calculation scripts in parallel to speed up calculation. When you select parallel processing, you can
enter the number of threads to be available for parallel processing. (Four threads is the default.)
To enable parallel processing:
1.
In a business rule or template, drag a new member range component onto, or open an existing
member range component in, the business rule’s or the template’s flow chart.
2.
3.
On the Member Range tab, define the member range and enter comments for it.
Select Enable parallel processing to process the member range commands simultaneously,
instead of sequentially. (By default, serial processing is used, but parallel processing may
optimize calculations.)
Note: The number of threads defaults to four.
FINANCIAL REPORTING
QUERY READY EXPORT
New user preferences for Financial Reporting allow additional control over exporting a Financial Reporting report
grid to a Query Ready output in Excel.
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Users can now select to export to a New Worksheet (opens the exported report as a new sheet in an existing Excel
workbook) and/or to a New Workbook (opens the exported report as “sheet 1” in a new Excel workbook). This
feature is available only when the Export Mode in Workspace Preferences is set to “Smart View.”
To launch a query-ready export of a Financial Reporting report:
1.
2.
In Planning and Budgeting Cloud Service Workspace, select File, then Preferences, and then
Financial Reporting.
In the “Query-Ready Export” section, under “Export To”, select New Worksheet and/or New
Workbook.
For more information, see “General Financial Reporting Preferences” in Designing Documents with Financial
Reporting for Oracle Planning and Budgeting Cloud Service.
FINANCIAL REPORTING STUDIO
In previous releases, the installed Financial Reporting Studio version always needed to match the Financial
Reporting server version. This release allows for automatic synchronization of the Financial Reporting Studio
version with the server version by a Windows user who does not have administrator privileges, without requiring a
new client installation.
An initial 11.1.2.4.400 installation of the new version of Financial Reporting Studio is still required by a Windows
administrator; however, when a differing server version is detected (forward or backward, with 11.1.2.4.400 as a
minimum), Financial Reporting Studio will request approval from the user to synchronize with the server version.
Once the user accepts the request to synchronize with a server version, a synchronization package will be
downloaded and cached. The package caching only requires it to be downloaded once per server version.
For more information, see “Starting Reporting Studio” in Designing with Financial Reporting Studio for Oracle
Planning and Budgeting Cloud Service.
APPLICATION MANAGEMENT
SECURITY AUDIT REPORT
The User Audit Report, available from Application Management, contains information on the users who have
signed into a service instance over a period of time. The report shows the IP address of the computer from which
the user logged in and the date and time at which the user accessed the service instance.
The service provides you a default User Audit Report that lists all users who signed in over the last day. Service
Administrators can regenerate this report for a custom date range or for the last day, last 30 days, last 90 days, or
the last 120 days.
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Disclaimer
The preceding is intended to outline our general product direction. It is intended for information purposes only,
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing
of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle
Corporation.
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