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PBCS and EPBCS Updates (May): Simplified Dimension Editor, One-Click Financial Reporting, and More

Next week, Oracle will roll out its May updates for Planning & Budgeting Cloud Service (PBCS) and Enterprise Planning and Budgeting Cloud Service (EPBCS). This blog post outlines the new functionality that will become available, as well as improvements and fixed defects.

(If you want to stay informed of monthly updates for Oracle EPM cloud products, be sure to subscribe to our blog.)

The monthly update for PBCS and EPBCS will occur on Friday, May 19 during your normal daily maintenance window.

The Complete Guide to Hyperion Planning in the Cloud


New Simplified Dimension Editor

The new Simplified dimension editor displays dimensions and members in a grid format. With the grid format, dimensions and members are editable on a single page. You can edit member properties directly on the grid and perform ad hoc operations such as zooming in, zooming out, keep selected, remove selected, and freeze.

To access the Simplified dimension editor:

  1. From the Home page, click Application and then click Overview.
  2. Click Dimensions.
  3. Click the name of the dimension that you want to view.
  4. Click the Edit Member Properties tab to view the dimension editor grid.

Launch a Financial Report with One Click

Administrators can streamline a workflow so that users can launch a financial report with one click. For example, if cash flow is relevant to a certain group, an administrator can make the Cash Flows report an icon on their home page. With one click on their Home page, those users can directly view the Cash Flows report.

To create access to a financial report directly from the Home page (or from a horizontal or vertical tab), an administrator can create a navigation flow and attach a card to the flow. The service administrator can also select an icon for the report and assign a financial report to the flow, and then activate the navigation flow.

The new card is displayed on the Home page of users who have access to the navigation flow. Users click the icon to view the report, which launches directly; the POV displays the most recently used members (or the root dimension if there are no most recently used members). Depending on the formats that the original report supports, users can view the report in PDF, HTML, or Excel format.

Setting Runtime Prompt Values for a Ruleset Job in the Job Scheduler

When scheduling a job for a ruleset, you can now set runtime prompt values to run the ruleset in the job scheduler.

To set runtime prompt values for a ruleset job in the job scheduler:

  1. Click Application, and then click Jobs.
  2. Click Schedule Jobs.
  3. Select the Rules job type, specify when to run the job, and then click Next.
  4. From the list of business rules, click the check mark next to the ruleset you want to run.

Note: You can filter the list so it displays rulesets only. Click Filter, and then for Rule Type, select Rulesets.

  1. Enter values for the runtime parameters, and then click

More Account Member Categories and Components Available in Configuration

In the Financials business process of EPBCS, more account member categories and components are available for importing and editing in the Configure Financials user interface. This allows you to import and edit members using the Configure interface rather than the Dimension Editor.

Copy Project Business Rule

In the Projects business process of EPBCS, you can now launch the Copy Projects business rule from the Actions menu of the Project Details tab in Project Summary.

Standard Interface (PBCS Workspace)

This change only affects PBCS customers who activated their subscriptions on or before July 31, 2016.

The Simplified Interface, an option available in the service since November 2014, will be established as the standard across the service. As a result, the current Standard Interface, which is also known as the EPBCS Workspace, will be discontinued starting with the December 2017 update.

Starting with the December 2017 update, all service functionality will only be available through the Simplified Interface.

Financial Reporting Studio Desktop Client

Financial Reporting Web Studio, available since March 2016, will become the only environment for designing and building reports.

Oracle is providing additional time for users to transition from Financial Reporting Desktop Studio to Financial Reporting Web Studio. Tentative plans call for functional parity between Financial Reporting Web Studio and Financial Reporting Desktop Studio in late 2017, at which time, support for the desktop Studio will transition to the Web Studio and distribution of the Desktop Studio will cease.

Oracle recommends transitioning to Financial Reporting Web Studio as soon as possible. If you have any questions, you can send them to Oracle using the Provide Feedback option in PBCS or EPBCS.

Filed-based Integration of Data Management with Oracle Fusion Financial Cloud

Oracle Fusion Financial Cloud Budgetary Control and Encumbrance Accounting is now fully integrated with Data Management.

This enhancement brings the integration of Oracle Fusion Financials Cloud with EPBCS on par with the current, out-of-the-box, file-based integration. As a result, the file-based integration will be phased out starting with the September update.

If you are using file-based integration between Oracle Fusion Financials Cloud and EPBCS, Oracle recommends that you adopt this new integration as soon as possible.


Fixed Defects

Defect Number

Descriptions

25882765

 

Special characters in Web Studio now display correctly in the Define Prompts dialog box.

 

25868478

 

Shared members of non-level 0 members defined on the page now honor the base member’s level, which prevents data entry into read-only cells.

 

25788881

 

You are now able to run a clear cube job against aggregate storage applications.

 

25754731

 

The Clear Members import option now remains enabled after editing an Import Metadata job.

 

25740916

 

When importing a Financial Reporting report in Smart View as Fully-Formatted, the replacement values, which contain both numeric and non-numeric characters, are no longer stripped of the non-numeric characters.

 

25735399

 

In Smart View, when running business rules that were attached to a form where drop-down member selectors were enabled and used on any row dimensions, the members that were on the page were not used for the rule’s run-time prompts, possibly resulting in an error.

 

25733483

 

Data validations don’t support the form option Validate only for pages with existing blocks on forms containing dynamic sparse members on the row or column. Before, for such forms, when an approval unit was promoted or validated, the validation failed with a generic message. Now the message provides the dynamic member names and guidance on resolving the issue.

 

25724823

 

The Sign Out menu displays when the browser language is set to Japanese, Korean, or Chinese using Chrome.

 

25670213

 

Text functions or any text in the top-left corner of any report will now show in the report, the book containing the report, and the snapshot report generated from the report.

 

25643657

 

In the Simplified Interface, business rules launched through task list are now executed as expected.

 

25640438

 

Right-click menu items now fully display for all cell heights.

 

25599567

 

The last column in a form that has a member formula displays the calculated data, regardless of the cell’s height.

 

25577982

 

Business rules using an ASO cube with a formula that has specified the rounding digits will use the specified digits when the rule is launched from Calculation Manager or Planning.

 

25559550

 

A business rule with runtime prompts, is set to Run on Save, and is launched with right-click from a simple form associated with a composite form runs successfully.

 

25551733/ 25750100

 

Reports now show aliases when executed from the Batch Scheduler.

 

25460330

 

Smart View now retains the member order when displaying members by name or by attribute.

 

25441152

 

When importing a Financial Reporting report in Smart View as Fully-Formatted, the values which contain both numeric and non-numeric characters are no longer stripped of the non-numeric characters.

 

25341001/ 24834449

 

Indent increases for each "generation by" are now recognized in HTML Preview and PDF Preview.

 

25269009

 

In Financial Reporting Web Studio, the text function no longer shifts unexpectedly when you change the dimension layout of a grid that has a text function.

 

25254683

 

Rules that were exported with No Launch access can now be re-imported without error.

 

25058677

 

The Retrieve Cell Documents property now creates a link to the attachment in the generated PDF.

 

24603347

 

Financial report opened in the Planning and Budgeting Cloud now displays the alias on the user’s POV if alias is set as the default in the report.

 

17897098

 

You can now copy and paste the data in a range of cells from Microsoft Excel into a range of cells in Supporting Detail.

 



The Complete Guide to Hyperion Planning in the Cloud

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