What’s coming in the August release of Oracle Planning on the Cloud (PBCS)

•July 31, 2015 • 2 Comments

From a recently released Oracle document on what’s new.

Oracle is planning on releasing an upgrade release of PBCS in August, version 15.08. There are many new features that are coming. In this release we see Oracle’s dedication to adding new features into the cloud and bettering the data integration capabilities.  All of these enhancements are with the new simplified interface.  As a matter of fact, the standard interface will be completely removed in the November release.

The following lists the major new changes:

General Changes

Client side Changes

  • You must install a new Financial Reporting Studio (
  • You must install a new version of smartview (
  • There is a new version of the EPM automate utility. This version supports password encryption and file uploads to data management folders.

Support Changes

  • Support for Internet Explorer 11 in Standard Mode
  • Removal of support for IE 9
  • Removal of the need for XUL manager in Firefox.

Navigation and Access

  • New keyboard shortcuts for navigation, data entry, and formatting. For example, you can enter 5k to mean 5000
  • 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.
  • You will be able to access the PBCS instance using the EPM mobile app.

Download the Mobile app here:

Recommended Browsers


Major New Planning Features

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,  When this is enabled, no message or prompt is displayed to tell the user it was saved, however they can undo the action with CTRL-Z

Client Side Calculations

By pushing calculation to the client, users will now get faster performance when they Scroll, enter data, and tab between cells

You can also undo entries in forms

client calc

When you add calculated fields to adhoc forms in Smartview, and save them as smart forms, you can open and use these forms in PBCS web.

Smart Push

Users can push comments, attachments, and supporting detail to multiple applications so data can be transferred to different reporting plan types for further analysis

Planners can synchronize data updates (both numeric and non-numeric data) between their plan types when they save the data in forms.  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


I announced that Planning sanboxing was coming  back in October, and now it will be a reality…

By creating a sandbox, a user can keep their work private as they develop their plans. They can test alternate business scenarios and outcomes without it being visible by others until they are ready.  When all is done, users can back out changes easily or publish to the application if they are satisfied.

From what I am reading, you must select Enable Sandboxing when you create a planning application in order for this feature to be enabledAt this time, I do not know if you will be able to enable sandboxing on an already existing application. More to come on that…


Valid Intersections

You can use valid Intersection rules to limit data entry in forms to only certain dimension member combinations.  After valid intersections are defined, cells containing invalid data are read-only.   This will increase data entry speed, eases maintenance, improves data quality.

Printing Supporting Detail

You can print forms to PDF what include supporting detail.  Just select the option when printing:


Smart Forms

You can now add Excel formulas to ad hoc grids in Smart View and save them to Planning in Smart Forms. Once saved, you can open and use Smart Form in either Smart View or Planning. Any rows, columns, and business calculations you added are present in the form.

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.
  • Quick Predict—Quick Predict enables you to run and paste predictions with a few mouse clicks or keystrokes.
  • Prediction Chart Enhancements—Prediction chart enhancements enable you to directly manipulate predicted data series. You can adjust predictions without retyping predicted values.
  • New forecasting techniques improve forecast accuracy, particularly at long lead times: Damped Trend Smoothing Nonseasonal, Damped Trend Additive Seasonal, and Damped Trend Multiplicative Seasonal.

 Data Management / Integration Updates

  • 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.
  • 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.
  • 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.
  • 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.

Calculation Manager Updates

  • New Design-Time Prompt Functions for Templates
  • Find and replace text in the variable designer
  •  Enhancements to the aggregation system templates makes it easier to design business rules for aggregations.
  • Script editor enhancements such as word wrap, go-to-line, auto-sugestions in dialog boxes.
  • A new filter view that can let you define filter criteria to limit the display of objects for better usability
  • The ability to analyze any graphical or calc script to see execution time, block count, number of potential and counted blocks, and scope of the Fix statement.
  • Customize columbs that display and the order in which they display.
  • Compare the script of a saved business rule to a changed business rule side-by-side in a window
  • Launch the log viewer in Rule Designer when viewing or executing a business rule.
  • Run calculation scripts in parallel to speed up calculation.

Webinar Alert: Free BIWA 2 Day Virtual Conference!

•July 27, 2015 • Leave a Comment
 Virt Conf
Check out what’s new in EPM and BI infrastructure during a live webinar THIS week.  Also check out these other great sessions:

Excerpt quoted from:  https://blogs.oracle.com/datamining/entry/2015_biwa_sig_virtual_conference

2015 BIWA SIG Virtual Conference (Free)

Join us for two full days where you will hear about the latest Business Intelligence trends.

Day One:

  • 9:00 a.m. – 10:00 a.m.: What’s new in Oracle EPM and BI Infrastructure – Eric Helmer, ADI Strategies

Hyperion EPM and BI Fusion edition is a dramatic change under the covers. Corporations must consider more global approaches to infrastructure to maintain availability and performance while reducing footprint and cost. Technologies such as Exalytics, Oracle virtualization, cloud computing, software as a service, etc and open source operating systems (Linux) are more commonplace. Join Oracle Are Director Eric Helmer as he covers what’s new, what’s supported, and what options you have when implementing your EPM/BI project.

  • 10:00 a.m. – 11:00 a.m.: Italian Ministry of Labor & Social Policy — A Journey to Digital Government – Nicola Sandoli, ICONSULTING

The Italian Ministry of Labor and Social Policy (MLPS) is a branch of the Italian government responsible for all labormatters, including employment policies, promotions, worker protection, and social security. In its evolution towards a digital government, MLPS is streamlining and simplifying its administrative processes. MLPS has embarked on a data-driven journey to redefine business models and interactions with citizens – and optimize and transform government services. MLPS is focusing on four areas: – Information delivery: transitioning its data warehouse platform from reporting to centralizing and certifying data – Business Intelligence: monitoring activities, web publishing, and analyzing socio–political impact – Web analytics and semantic intelligence: interacting more efficiently with citizens – Job-hunting online guidance services: real time answers to young people looking for jobs MLPS is using a wide range of Oracle technologies to manage large amounts of diverse data, and apply advanced analytics, including – Oracle Exalytics for daily updates of 5TB of data – Oracle Spatial and Graph and MapViewer 11g for location intelligence capabilities – Oracle Business Intelligence for desktop and mobile reporting – Oracle Endeca Information Discovery for web analytics, data discovery, and data analysis using social and semantic intelligence – Oracle Real-Time Decisions – Oracle Service-Oriented Architecture Suite: central point for accessing and managing information made available through the Ministry web portal Cliclavoro Learn more about MLPS and its innovative platform that is delivering better information and services to their constituents.

  • 11:00 a.m. – 12:00 p.m.: Exadata:  Elastic Configurations and IaaS – Private Cloud – Amit Kanda, Oracle

Customers are faced with challenges in their business, which include taking real time data driven decisions and  reducing costs.  Exadata’s extreme performance combined with Database In-Memory answer the real time data driven decisions. Elastic configurations and an updated subscription model (IaaS – Private Cloud) for Exadata  hardware and software accompanied the launch of Exadata X5–2.  This presentation will describe these updates and how customers can start small with Exadata and grow Exadata with their business – making it easier to reach business objectives.

  • 12:00 p.m. – 1:00 p.m.: – Shyam Varan Nath, GE

The Internet of Things or IoT is poised to have a tThe State of Internet of Things (IoT) remendous amount of impact around us. This session will look at  the industry landscape of IoT. The different flavors of IoT will be discussed with use cases from the consumer,  commercial and industrial sectors. Learn about the edge and cloud computing platforms to power the IoT solutions.  Finally, walk-thru of use-cases that show how machine/sensor data is being monetized through analytics. Such use  cases will span Aviation and other industries.

Day Two:

  • 9:00 a.m. – 10:00 a.m.: Big Data Analytics with Oracle Advanced Analytics 12c and Big Data SQL – Charlie Berger, Oracle

Oracle Advanced Analytics 12c, delivers parallelized in-database implementations of data mining algorithms andintegration with R. Data analysts use Oracle Data Miner GUI and R to build and evaluate predictive models and leverage R packages and graphs. Application developers deploy OAA models using SQL data mining functions and R. Oracle extends the Database to an analytical platform that mines more data and more data types, eliminates data movement and preserves security to automatically detect patterns and anticipate customer behavior and deliver actionable insights. Oracle Big Data SQL adds new big data sources and ORAAH provides algorithms that run on Hadoop. Come learn what’s new, best practices, and hear customer examples.

  • 10:00 a.m. – 11:00 a.m.: Graph Data Management and Analytics for Big Data – Bill Beauregard, Oracle & Zhe Wu, Oracle

The newest Oracle big data product, Oracle Big Data Spatial and Graph, offers a set of spatial analytic services, and a graph database with rich graph analytics that support big data workloads on Apache Hadoop and NoSQL technologies. Oracle is applying over a decade of expertise with spatial and graph analytic technologies to big data architectures. Graphs are an important data model for big data systems. Property graphs can be used for discovery, for instance, to discover underlying communities and influencers within a social graph, relationships and connections in cyber security networks, and to generate recommendations based on interests, profiles, and past behaviors. Oracle Big Data Spatial and Graph provides optimized storage, search and querying in Oracle NoSQL Database and Apache HBase for distributed property graphs. It offers 35 built-in, in-memory, parallel property graph analytic functions. We will discuss use cases, features, architecture, and show a demo. Learn how developers and data scientists can manage their most challenging graph data processing in a single enterprise-class Big Data platform.

  • 11:00 a.m. – 12:00 p.m.: Why Oracle Database In-Memory?  Use Cases and Overview – Andy Rivenes, Oracle

Oracle recently announced the availability of the Oracle Database In-Memory option, a memory-optimized database technology that transparently adds real-time analytics to applications. Because the In-Memory option is 100% compatible with existing Oracle Database applications, it’s easy to integrate it into your environment and to begin reaping the benefits. But how do you get started with it? What do you need to know to take full advantage of this new functionality? This session will give an overview of what Oracle Database In-Memory is and then discuss some use cases to highlight how it can be used.

| Register Here |

New Features Just Released: Patch Set Update for #oraclepm Financial Management

•July 13, 2015 • 1 Comment

Patch: 20455650


Release Patch Set Update (PSU) for Hyperion Financial Management.

The patch set update was just released for HFM.   In this version, we have a few new features and a bunch of bug fixes.  I suggest putting this patch in as soon as you can.  Please contact me if you would like any assistance.

First, you must put in 3 prerequisite patches before installing

  • Oracle Application Development Framework patch 21240419
  • Fusion Muddle Ware patch 13866584
  • Fusion Muddle Ware patch 16810628

New Features (Snippet from the Patch readme found on http://support.oracle.com)

Application Creation Wizard

You now use the Application Creation wizard to create applications. In the Application Creation wizard, you can define the application calendar, application settings, module configuration, and custom dimensions. You can also copy an existing application to create a new one, or create an application from a profile file.

Exalytics Insights Dsahboard for Key Metrics/KPIs

HFM Insights provides a dashboard for system administrators to monitor HFM system status. It displays data collected from system components over a period of time and enables administrators to take corrective action if necessary. This feature is available only for Exalytics installations.

Printing Entity Detail Reports

A Printable Page option has been added to Entity Detail reports, and is also available when you view Source and Destination transactions.

Application Year Update

After you create an application, you can now modify it to increase the number of years used in the application if needed

Application Elements Download Log Option

When you load or extract Application Elements, you now have the option to download the load or extract log file

Application Tab Options

Financial Management application tabs now include the same right-mouse click options as EPM Workspace, including Close, Close All, and Close Others.

Working with Journals in Smart View

You can open and work with journals directly in Smart View. You can view journal properties, create, edit, submit, approve, post, unpost, and delete journals. You can also create an adhoc query from within a journal.

To use journals in Smart View, you must have the Oracle Smart View Release

There are alot of bug fixes.  Here are a few specific ones listed on the support site:

What’s new in EPM Infrastructure. Webinar alert: Time Change

•July 7, 2015 • Leave a Comment

OAUG Webinar

There has been a change to the time for this webinar:


New Time:

July 16th, 4-5 PM EST.

To register:

https://attendee.gotowebinar.com/register/8366704411994203649 Essbase Shutdown Alert: Change your Scripts!

•July 1, 2015 • Leave a Comment

The new Essbase patch changes how Essbase shuts down!  Essbase shutdown

Historically, when you issue a the alter system shutdown or alter system unload application MAXL command, Essbase will refuse to shutdown if there are active transactions happening.  Killing an active data load or calculation can sometimes cause serious issues. While this was frustrating for system administrators that needed Essbase to quit for things like nightly backups, it was a necessary protection in Essbase to protect from possible data corruption.

In the latest patch, Oracle has changed the unload/shutdown commands to automatically and immediately kill active transactions in the system and shutdown the server.

This can be good or bad.  On one hand, you can get the Essbase server to quit, but on the other, you can still suffer some issues if you kill an active data manipulating transaction.

To get to the way it always has been, you now must add a “no_force” parameter to the unload statement.  This will prevent the application from stopping if there are active transaction.  So if this is your desire, you will want to update your shutdown scripts after applying this patch!

I’m not sure why Oracle did not just leave the same default functionality to the commands and simply add a “force” option if you wanted to force the server down, as opposed to the other way around.

Before applying this patch, be sure to evaluate which behavior you want and be sure to update any script accordingly.

See the Essbase README for more details.

Webinar Alert: Modernize your Hyperion: What’s new in Oracle EPM Infrastructure

•July 1, 2015 • Leave a Comment

OAUG Webinar

Join me and the OAUG Hyperion SIG for an exiting Webinar dedicated to the IT side.

Title:  Modernize your Hyperion:  What’s new in Oracle EPM Infrastructure
Speaker:  Eric Helmer

We always have to upgrade right?  Why not take that opportunity to modernize your Hyperion.  We are no longer simply throwing spreadsheets at Essbase anymore… EPM and BI has undoubtedly become mission critical to business operations.  Learn from the leaders as we discuss how world class companies deploy Hyperion environments. Topics include hardware design principals, critical project considerations, high availability and disaster recovery methodologies, ongoing support.

Note new time:

Thu, Jul 16, 2015 4:00 PM – 5:00 PM EDT


Registration Link:   https://attendee.gotowebinar.com/register/8366704411994203649


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