Oracle Planning and Budgeting Cloud Updates

Jon H. Williams — Fri, 28 Jul 2017 21:24:24 +0000

The Oracle Planning and Budgeting Cloud updates for August

applied to test environment on Friday, August 4, 2017 and to production environment on Friday, August 18, 2017

Please note that Oracle updates the document for August 2017 over time with most recent updates are at the top. Summarized from Oracle’s website on 28 JULY

Tanya Heise has outlined the August 2017 updates here

- New chart type “Status Meter Gauge” quickly shows form values against threshold levels
- Calculation Manager log values improved
- Data Management will now provide option to include adjustment periods from Oracle GL source system
- Data Management increased integration with FAH and FAHRCS
- EPBC only, Consolidation Operator, Account Type and Variance Reporting are now editable options
- EPBC only, Projects business process now provides Data Load Templates customized to the EPBC features enabled and any custom dimensions
- EPBC only, Financials business process now provides Data Load Templates for Weekly Planning
- Multiple Strategic Modelling enhancements
- Get ready to update Smart View for Office to 11.1.2.5.710 to ensure compatability with the August 2017 update features and access new functionalities.
- 19+ defects fixed
Reminder: Transition to “Financial Reporting Web Studio” as it will “become the only environment for designing and building reports”

The Oracle Planning and Budgeting Cloud updates for July

applied to test environment on Friday, July 7, 2017 and to production environment on Friday, July 21, 2017

Please note that Oracle updates the document for July 2017 over time with most recent updates are at the top. Summarized from Oracle’s website on 28 JULY

Tanya Heise has outlined the July 2017 updates here
- - New EPM Automate utility, including improved security on importsnapshot command
  - EPM Automate Manual
  - Installing the utility
  - Command Reference
  - CLEAR_CUBE added to EPMC REST API for specific data within input and reporting cubes
  - The Planning Clear Cube job has expanded options to include Essbase and relational (more detail in the “Creating Clear Cube Jobs” of Administering Planning for Oracle Planning and Budgeting Cloud
  - Provisioning Report updated to show total number of provisioned users
  - Designing Custom Navigation Flows is improved by the ability to create and edit existing navigation flows
  - Predictive Planning has been enhanced with new features
  - Member names with commas now supported in Data Management when loading to Oracle EPBC and PBC
  - In case one needs a reminder: (continue) to avoid special characters in artifact names, including calculation scripts
  - EPBC only, Weekly Planning now available in the EPBC Services for planning and forecasting at the weekly level
  - EPBC only, Weekly Planning has significant core functionality to support rolling forecasts and continuous weekly planning (13, 26, 52 weeks) all driven off the current time period (low maintenance)
  - EPBC only, Data Load Templates are now available customized to the EPBC features enabled
  - 27+ defects fixed
  - If using the Workforce framework, remove all custom members added to the Property dimension…see the announcement here
  - Workaround for gauage chart type that displays zero)
  Reminder: Transition to “Financial Reporting Web Studio” as it will “become the only environment for designing and building reports”
  
  The Oracle Planning and Budgeting Cloud updates for June
  
  applied to test environment on Friday, June 2, 2017 and to production environment on Friday, June 16, 2017
  
  Please note that Oracle updates the document over time with most recent updates are at the top. Summarized from Oracle’s website on 28 July 2017
  
  here for June 2017
  
  applied to test environment on Friday, June 2, 2017 and to production environment on Friday, June 16, 2017
  - New EPM Automate utility, including improved security on importsnapshot command
  - EPM Automate Manual
  - Installing the utility
  - Command Reference
  - Database query performance data now available in the enhanced Activity report (top 10 by worst performance, duration & execution)
  - Oracle Netsuite integrations to Oracle EPMC
  - Improved number formats for chart points in FR Web Studio
  - There is now only “Push Data” (eliminated separate “clear data” option)
  - A new “Approval Status Report” is provided (details in Administering Planning for Oracle Planning and Budgeting Cloud)
  - “Service Administrators can now set usage by cube for members of the Period dimension in the same way that they can set usage by cube for members of custom dimensions, the Account dimension, and the Entity dimension.”
  - “Interoperability with Google Chrome and Oracle Smart View for Office 11.1.2.5.700+ is available with this update.”
  - Service admins can manage applications from Smart View
  - Upload custom fonts (.ttf only) for FR (883 Google fonts available here)
  - In case one needs a reminder: (continue) to avoid special characters in artifact names, including calculation scripts
  - Other updates (see the June update for details)
  - EPBC only, Stategic Modelling
  - EPBC only, create business rules written in Groovy
  - EPBC only, Integration of EPBC Workforce with Oracle HCM
  - 27 defects fixed
  - Workaround for users are unable to access folders and reports (apply WORLD to the folder)
  Reminder: Transition to “Financial Reporting Web Studio” as it will “become the only environment for designing and building reports”

HFM Taskflows inaccessible to regular users

Jon H. Williams — Fri, 17 Jan 2014 02:53:48 +0000

Access to HFM Taskflows is restricted to users provisioned for Consolidation Administration

tested through PSU 11.1.2.2.305
3/4/2014

The README for Patch 17740222: Patch Set Update: 11.1.2.2.306 for Oracle Hyperion Financial Management indicates Defect fixed in this patch (“17328388: The Consolidation Administration menu is not available for users with the Run Taskflows role.”) Testing to follow…

Oracle Enterprise Performance Management Documentation for 11.1.2.2 indicates on page 232

Run Taskflows – Permits users to only run and view taskflows. Users with this role cannot create new taskflows or edit existing taskflows

As implemented, the placement of the Taskflows interface within Consolidation Administration effectively blocks all but HFM administrators from viewing or managing Taskflows. Until the application design catches up with the documentation one would need to provide access to Taskflows via EPMA rather than HFM.

steps

If you would like assistance with Taskflows in HFM 11.1.2.2+ please let me know as I can help you with your HFM-Planning automation processes.

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None at this time

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Next Generation Essbase Outline Extractor Released!

Jon H. Williams — Tue, 08 Oct 2013 15:38:19 +0000

Tim Tow’s Outline Extractor Released

On Saturday, July 13, 2013, an outline extractor which only works with 11.1.2.x and higher and provides XML output was released. For those of us who used the old Visual Basic extractor provided by Olap Underground and maintained by Tim Tow’s organization, this is good news.

Developing Essbase Applications

Joe Aultman presents the importance of being automated in chapter 9 “System Automation The Groovy Way” which jump-starts automation techniques for finance and IT professionals with an example of building an outline extractor in 7 steps.

As Tim noted, “You still have to do something with the XML format for it to be useful.”

via Tim Tows Hyperion Blog: Next Generation Essbase Outline Extractor Released!.

automation – epm.jonhwilliams.com