Release 11.1.2.4 New Features Document

ORACLE® HYPERION FINANCIAL MANAGEMENT

New Architecture Oracle Hyperion Financial Management is now platform-independent, and is supported on Windows and Linux (Exalytics). This release includes simplified deployment, support for multiple databases per instance, and streamlined integrations. Note: Note that HFM Linux is only supported on Exalytics.

Profile Editor on the Web You now create and edit application profiles on the Web. See the Oracle Hyperion Financial Management Administrator's Guide. The Web-based application profile creator and editor is a replacement for the Win32 profile editor. After you create a profile, you can create an application directly from the profile.

Multiple Selection of Load Files Load screens have been enhanced to enable you to select multiple files to load simultaneously. The new multi-selection option is available in Load Data, Load Documents, Load Journals, and Load Intercompany Transactions. You can load up to ten files at a time. In the file selection area, you can also drag and drop files that you want to load. See the Oracle Hyperion Financial Management Administrator's Guide.

Reordering Tabs You can reorder tabs in Financial Management applications. You can drag and drop to reorder tabs, or you can use the Reorder Tabs dialog box to change the order. See the Oracle Hyperion Financial Management User's Guide.

Configuration Settings Configuration settings are now available through the Financial Management UI. The available settings are displayed with their default values, ranges, and validation criteria. If you are an administrator, you can also override the default setting for certain configuration settings. See the Oracle Hyperion Financial Management Administrator's Guide.

Metadata Merge Utility If you are upgrading to a new release from an existing release, you can use the Metadata Merge utility to merge your existing metadata files with the files in the latest version. This enables you to retain modifications that you made in your existing metadata file. The utility is located in the Utilities folder.

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Launching Oracle Financial Management Analytics from Financial Management From Financial Management, you can seamlessly access Oracle Financial Management Analytics and work with Financial Management dashboards. After you install Oracle Financial Management Analytics and run the configuration utility, you will see the Analytics menu option from the Consolidation menu, which connects you to the Oracle Financial Management Analytics Home page. See the Oracle Hyperion Financial Management User's Guide.

Performing Key Tasks On The Go With Oracle EPM Mobile In its first release, Oracle Enterprise Performance Management Mobile enabled you to manage approvals and workflow across Oracle Hyperion Planning, Oracle Hyperion Tax Provision, and Oracle Hyperion Financial Management. The latest release of the mobile app supports critical Close Manager and Oracle Data Relationship Governance functionality.

What's New Download Oracle EPM Mobile 11.1.2.4 to perform these tasks:

• Using Close Manager, coordinate and complete all period-end close activities such as the following:

o Viewing, submitting, approving, and rejecting tasks o Responding to notification alerts, such as investigating and resolving task errors or

delays o Automatically managing and tracking task status

• In Oracle Data Relationship Governance, manage and submit change request approval workflows by performing tasks such as:

o Filtering worklists to find your requests o Emailing participants associated with requests o Approving, escalating, rejecting, and pushing back on requests o Viewing invalid requests

For information about Oracle EPM Mobile, see the Oracle Enterprise Performance Management Mobile User's Guide : http://www.oracle.com/oll/epmmobile.

Downloading Oracle EPM Mobile Download the mobile app: The Apple App Store: https://itunes.apple.com/us/app/oracle-enterprise-performance/ id845082117 Google Play: https://play.google.com/store/apps/details? id=oracle.epm.mobile.OracleEPM&hl=en

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ORACLE® HYPERION FINANCIAL CLOSE MANAGEMENT

New Module Supplemental Data Manager, the new Oracle Hyperion Financial Close Management module, helps you collect, organize, update, edit, and manage supplemental data, typically transactions, for financial analytical applications such as consolidation.

User Interface The following tabs are converted to tabbed objects in Close Manager: Task List View, Calendar Views, Gantt Chart, Task Actions dialog. All but the Gantt Chart can have multiple instances open at the same time. The following tabs are converted to tabbed objects in Account Reconciliation Manager: Reconciliation List View, Profile List View, Transaction List View, Reconciliation Actions dialog. Users can have multiple instances of each of the above open at the same time. In addition to the introduction of multiple tabs, the Filter and Actions panel are now to the right-hand side (for consistency with Financial Management), and new Quick Links and Workflow sections are added to the left hand side.

Regionalization Enhancements Regionalization enhancements enables reconciliations and task scheduling to take into account regional differences in close schedules and holiday dates, provides for centralized assignment of Viewers and Commentators, and provides a hierarchical organizational unit attribute useful for reporting. In Close Manager, the organizational unit can be assigned to the template, causing all tasks in the Template to use that assignment unless overwritten at the task level. When creating Schedules from templates with assigned organizational units, users can override the Date Map associated with these organizational units. You may choose to maintain a template containing a master list of tasks, and then use this template to create Schedules specific to each Organizational Unit. To do this, leave the Organizational Unit blank on the template and tasks, and then use the Advanced Configuration button on the Create Schedule from the Template dialog. Additionally, for Account Reconciliation Manager, regionalization enables different start/end/ close dates and frequencies to be assigned to the same period for different organizational units. Multiple organizational units can use the same holiday rule configuration. Organizational units can be assigned to reconciliations and tasks. When assigned, scheduling will take into consideration the organizational unit configuration.

Report Writer With the Report Writer feature, you can report on reconciliation and task information in a variety of output formats: Excel, PDF, HTML. The feature supports generation of single reports, or report “groups” that contain collections of reports.

Reviewer/Approver Level Settings You can have maximum Reviewer/Approver level settings. This is not notable as a feature, but it is a change you need to be aware of as it affects how the product behaves. For both Close Manager and Account Reconciliation Manager, you now have to specify the maximum number of Approvers (Close

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Manager) and Reviewers (Account Reconciliation Manager) and levels you wish to authorize. This change is for architectural reasons, and you can change the value later; however, you cannot remove levels in use.

Email Notifications For Close Manager and Account Reconciliation Manager, email notifications are configured for late reconciliations or tasks, status change notification when a reconciliation or task is now ready for you to begin work, and due date reminder notifications when a reconciliation or task is assigned to you, and the deadline for completion is approaching.

Close Manager Features

Support for Oracle EPM Mobile Subtopics

• What's New • Downloading Oracle EPM Mobile

In its first release, Oracle Enterprise Performance Management Mobile helped you manage approvals and workflow across Oracle Hyperion Planning, Oracle Hyperion Tax Provision, and Oracle Hyperion Financial Management. This release adds support for key Close Manager and Oracle Data Relationship Governance tasks.

What's New Download Oracle EPM Mobile 11.1.2.4 to perform these tasks:

• Using Close Manager you can coordinate and complete all period-end close activities: o View, submit, approve, and reject tasks o Respond to notification alerts o Automatically manage and track task status

• In Oracle Data Relationship Governance, you can manage and submit change – request approval workflows:

o Filter worklists to find your requests o E-mail participants associated with requests o Approve, escalate, reject and push back on requests o View invalid requests

Check out the Oracle EPM Mobile User's Guide at: http://www.oracle.com/oll/epmmobile.

Downloading Oracle EPM Mobile You can download Oracle Enterprise Performance Management Mobile at: The Apple App Store: https://itunes.apple.com/us/app/oracle-enterprise-performance/ id845082117 Google Play: https://itunes.apple.com/us/app/oracle-enterprise-performance/id845082117

Architectural Improvements Close Manager has architectural improvements: the 2,000 task per schedule is removed, improved validation on setup mistakes due to configuration mistakes, and improved memory utilization.

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Team and Group Assignments Close Manager inherits the same team and group assignment capability as Account Reconciliation Manager received in 11.1.2.2.350; this feature also extends due dates to the Close 3 Manager Approver function; attributes are added to track “currently late” and “ever been late” for both Assignees and Approvers, as in Account Reconciliation Manager. Teams are shared across modules, but the privileges assigned are module specific. Teams for Close Manager can be authorized with any or all of the Administrator, Power User, or User privileges. Users must be assigned these roles to be eligible for inclusion in the Team. There are Workflow Options: when teams or groups are assigned to the Assignee or Approver roles, they can be configured to be required by any one member (Any Assignee or Any Approver), or by all members. If the Any Assignee / Any Approver option is selected, users must claim the role on the Task Actions dialog in order to perform the role. The feature also includes Backup assignments for the Assignee and Approver roles. Each user can change their “availability status” from the Manage User Profile dialog. Administrators and Power users can change the status of other users from the Manage Users dialog. Task Assignees or Approvers can request reassignment of their functions as long as the request is approved by an Administrator or Owner.

Power Task Actions Power task actions enable multi-selection of tasks and performance of the Submit, Approve, and Reject actions (subject to security rights).

Multiple Schedules Close Manager now displays multiple schedules in list views and portlets.

Business Day Labels Close Manager now shows business day labels.

Account Reconciliation Manager Features Close Manager includes the Account Reconciliation Manager 11.1.2.3.500 features: multi-line text with attachment attribute, enhanced attribute security, Approver questions.

New Integrations Close Manager has new integrations for Event Monitor tasks:

• EBS Advanced Journal Entry Monitoring o GL

• EBS Sub-ledger Open/Close Events o AP o AR o Purchasing

Account Reconciliation Manager Features

Amortization and Accreting Amortization and accreting is supported for straight line (with or without half-month convention), actual, or custom.

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Rules (Phase 1) Rules (Phase 1) feature enables you precise control how the product behaves. The Phase 1 release is designed to support Open Items Management processes in place at customers today and requires the following rules:

• Automatically copy reconciliation transactions from the prior reconciliation • Prevent transaction delete • Prevent amount edit • Conditionally set attribute access

Choose Role For Account Reconciliation Manager, the choose role functionality enables any combination of Account Reconciliation Manager roles to be applied to a single user. If you choose the Administrator role, you can perform all the functions assigned to an Administrator. If you choose the Power User role, you can perform all the functions assigned to a Power User, but only for the accounts within your power user security filter. If you choose the Workflow User role, then you can perform preparation, review, viewer, and commentator functions, but only for the reconciliations to which you are assigned those functions.

Profile Active Flag Profile active flag enables organizations to define profiles in advance of the need for these profiles. The profiles are set to “inactive” status and are excluded from the copy to period process, and the “Missing Profiles” validation process that checks completeness of reconciliations in the period. During data load, the flag is set to “active” automatically if a balance exists for the profile.

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ORACLE® FINANCIAL MANAGEMENT ANALYTICS Oracle Financial Management Analytics contains the following new features:

• Oracle Financial Management Analytics is certified on Enterprise Performance Management 11.1.2.4.000 and Oracle Business Intelligence Enterprise Edition 11.1.1.7.x Plus Latest Patch

• Oracle Financial Management Analytics (OFMA) within the Oracle Hyperion Financial Management Workspace

• E-mail Alerts, you can create an alerts for a specific account members, and if an alert is triggered then the respective user gets an e-mail notification.

• Improvements in the OFMA Configuration Utility o Creating Business Model for custom dashboards. o Creating OFMA Dimension Lists that can be used during configuring dashboards or

creating custom dashboards. o Flexibility in configuring OFMA Dashboards

Web browsers support for Oracle Financial Management Analytics: • Internet Explorer Version 11.x • Firefox Version 31.x • Safari Version 5.x • Chrome Version 19.x.

See OBIEE Certification Matrix 11.1.1.7.x: http://www.oracle.com/technetwork/ middleware/ias/downloads/fusion-certification-100350.html Note: Oracle Hyperion Financial Data Quality Management dashboard is not supported in this release.

User Interface Improvements In addition to more intuitive display of data on the Dashboard view, and the general user interaction improvements have been made in the Configuration Utility:

• The Configuration Utility enables users to map their application specific metadata to the predefined analytics. The configuration utility also enables integration between the EPM applications and Oracle Business Intelligence Suite Enterprise Edition (OBIEE). You can perform Business Model section, which enables you to create repository in the Oracle Business Intelligence Suite Enterprise Edition (OBIEE) and you can perform Configure Dashboard section, which enables you to create dashboards for the Oracle Financial Management Analytics dashboard.

• HFM Configuration section is divided into two parts: o Business Model enables you build a comprehensive model for dashboard and reports. In

this section you can define Scenario, Dimension Member list, and Default Dimension. These metadata can be reused to configure pre built analytical reports for Financial Statements, and Key Performance Indicator. Oracle Financial Management Analytics repository FinancialManagementAnalytics.rpd contains all these metadata.

o Configure Dashboards enables you to configure the required dashboard such as Balance Sheet, Income Statement, Cash Flow, Key Performance Indicator, and Process Management. You can configure the pre-built analytical reports for a particular Oracle Hyperion Financial Management application, using the metadata information that are configured in the Business Model. Performing these configuration affects only Oracle Financial Management Analytics (OFMA) Catalog files.

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Installation and Configuration Oracle Financial Management Analytics has a separate, stand-alone installation program. In this release, the upgrade option is not supported. It is a new installation. It is not included in the Enterprise Performance Management System Installer and Configuration. The new Oracle Financial Management Analytics configuration utility provide a streamlined and simplified approach to configure product. For details on how to install and configure Oracle Financial Management Analytics, as well as prerequisites for installation, see the Oracle Financial Management Analytics Administrator's Guide.

Supporting Languages Oracle Financial Management Analytics supports the following languages:

• German • French • Italian • Spanish • Portuguese Brazilian • Japanese • Korean • Simplified Chinese • Traditional Chinese • Russian • Turkish • Dutch • Danish • Finnish • Polish • Swedish

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ORACLE® HYPERION FINANCIAL DATA QUALITY MANAGEMENT, ENTERPRISE EDITION

Target Application Enhancements In this release, Oracle Hyperion Financial Data Quality Management, Enterprise Edition now supports:

• Oracle Hyperion Profitability and Cost Management (HPCM) • Tax Provision Application of Oracle Hyperion Financial Management

Target Load Options In Data Load Rules, you can now specify target application options specific to a location. For example, you can select different data protection values for each location.

Data Synchronization In this release, a robust data synchronization feature has been added to FDMEE so that you can easily move data between the EPM applications irrespective of the dimensionality of theapplication without having to create a data file from the EPM source application. You specify the source and target EPM application, and then map the data. Given the powerful mapping features already available, the data can be easily transformed from one application to another application. For example, synchronizing data enables you to move data from Financial Management to Oracle Essbase for reporting.

Write-Back FDMEE has been enhanced to support write-back from all EPM applications (except the Accounts Reconciliation Manger) to Enterprise Resource Planning (ERP) applications. This feature offers significant advantages, such as writing back budgets created in Planning to Peoplesoft or E-Business Suite ERP GL, or moving adjustment journals from Oracle Hyperion Financial Management to ERP Systems like Oracle E-Business Suite or Peoplesoft. Other target systems still need to use a custom application framework.

POV Locking New POV lock options are available in this release that enable you to lock the POV for all locations or to lock the POV for an individual location. Locking the POV prevents locations from modifying the data. When a location has been locked for a particular period or category, users cannot import, validate, export, or rerun the validation report. Data in a locked POV can only be loaded when the locked POV is “unlocked.”

Import Format Builder A new Import Format Builder feature has been added in this release to Import Formats. When the source system is a file-based data load, use the Import Format Builder feature to map source fields graphically to target dimension members instead of typing the starting position and the field length. This feature is available for both fixed and delimited files.

Concatenating Source Dimensions for ERP Segments In Import Formats you can now concatenate an unlimited number of ERP segments and define mappings on the concatenated code combinations. Previously the concatenation limit was 5 segments.

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New Fix Mapping Feature In the Data Load Workbench, you now have the option to view mapping errors and fix them instantly when mapping errors have occurred.

Report Translation You can now view report descriptions and parameters in the language selected for your user interface. Language templates are available at: C:\Oracle\Middleware \EPMSystem11R1\products\FinancialDataQuality\templates for you to select and associate with a report definition.

Financial Close Management Integration with FDMEE As part of the overall Financial Close process, Oracle Hyperion Financial Data Quality Management, Enterprise Edition enables a data load from ERP systems and files to EPM Applications. Oracle Hyperion Financial Close Management, which manages the period end close activities, initiates data load activities within Financial Close Management. As the financial close processes are time-bound and work flow driven, Financial Close Management users trigger the processes based on task alerts and notifications. In this release, integration between FDMEE and Financial Close Management is achieved by using the interactive mode. This type of integration enables Financial Close Management users to reach the Data Load Workbench component of FDMEE by clicking a task link (URL) in Oracle Hyperion Financial Close Management.

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ORACLE® HYPERION FINANCIAL REPORTING New text functions in Oracle Hyperion Financial Reporting Studio retrieve decision package information such as descriptions, justifications, and notes and attachments to use on financial reports. Where applicable, you can insert these functions into a text box; a grid’s text row, column, or cell; or a custom heading. The new Oracle Hyperion Planning and Oracle Hyperion Financial Management ADM drivers are now supported. For Financial Management customers, the Financial Reporting server can now be deployed on UNIX and Linux platforms without the previous Windows-only restriction. New Financial Reporting Workspace preference to launch a Query Ready export of a Financial Reporting report to either a new workbook or a new worksheet.

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ORACLE® HYPERION DISCLOSURE MANAGEMENT

Repository Support Enhancements made to the repository include:

• Versioning—Every time you check in a document, a new version of the document is also saved. • Check-in/Check-out/Undo checkout—A selected documented can now be checked out to edit its

contents, and checked in to save all updates made to the current document. In addition, a user with Disclosure Management Administrator role can also undo check-outs of users. This is in case the user who initially checked-out the document is not available.

• Disclosure Management Administrator Role—A new role, the Disclosure Management Administrator Role, has been added in this release. The user with the Disclosure Management Administrator role can provide access privileges to other users such as reading, writing, or deleting documents.

• Compare Versions—In Explorer, you can now select a doclet to compare from a previous version to the current version. A new Compare button is now available on the ribbon.

Taxonomy Manager The Taxonomy Manager now provides the ability to upload a taxonomy from memory.

Review Pane On the Review pane you can now filter mappings at the doclet level.

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ORACLE® HYPERION TAX PROVISION

Installation Changes Oracle Hyperion Tax Provision can now be installed and configured from the EPM Installer. Custom screens are now automatically installed, and no longer need to be manually deployed.

Workspace Menu Options The Workspace menu now includes a Tax Provision menu, under which the Tax Provision applications are displayed. In Tax applications, the Consolidation menu is now called Tax Provision. Custom screens are now listed on that menu under Settings.

Adding Accounts in Smart View You can add Permanent Difference or Temporary Difference accounts quickly and easily using the HTP Accelerator utility. The HTP Accelerator utility is installed as a Oracle Smart View for Office add-in and makes it easier to add and edit Permanent and Temporary Difference accounts. The utility is installed from the Installation menu under Tools. Smart View must be installed first.

Tax Administration Screen You can now manage the rollover process using the Tax Administration screen, which provides a central place to run rules for the rollover tasks and to run Tax Automation. The Tax Administration screen also includes the following Accessibility shortcut: Alt+t, then tab: puts the focus on the first column on the filter row in the screen.

Book/Tax Rollforward A new data form and report are included for Book/Tax Rollforward. You can set up a link between the accounts in the Book/Tax Rollforward and Temporary Differences for validation purposes, to ensure that the ending temporary balance in the Book/Tax Rollforward agrees with the ending balance in Temporary Differences.

Current Tax Payable Analysis New Current Tax Payable data forms, and a new OnDemand rule are provided to enable validation to ensure that the ending balance in the TAR agrees with the Current Tax Payable analysis.

Entering Tax-Effected Amounts in Deferred Tax Schedules A new Deferred Tax Input data form and report, DataCategory member, and TaxRate UD property are provided to enable you to enter data in Deferred Tax.

Tax Credit Accounts Additional sample Tax Credit accounts are provided that can be used to enter current year taxes paid as credits against tax, as opposed to carrying forward unused credits.

Copying Data You can copy data from one scenario and reporting standard to another using Oracle Hyperion Financial Management copy data functionality.

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National Permanent Difference Accounts A new DataCategory account hierarchy is provided that enables National Permanent Difference and Temporary Difference amounts to be valid only for the National Provision, and not flow to the Regional Provision. State Tax Loss Accounts - Pre-apportioned Additional sample Tax Losses accounts are provided to enable you to enter tax losses on a preapportioned basis. These can also be used for linking the Tax Detail accounts.

Tax Account Rollforward (TAR) Enhancement This enhancement provides the ability to add new data category columns to the TAR web form and provide existing functionality to be enabled for the new columns including:

• Flow of ending balances from current year to the next year • Data Category User Defined properties BookAcctNat and BookAcctReg used to pull book

balances for account Ending Balance per Book • User Defined property SwitchSign used to change the sign of the book balance • FX override rates for TARF Payments and Refunds used for currency translation

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ORACLE® HYPERION PLANNING

Simplified Interface Administrators can make a simplified interface available to access common tasks. The new simplified interface presents an engaging visual way for administrators to create and manage an application, and for planners to build, analyze, report on, and approve plans. Home page icons make navigating the application easy.

Get Started For helpful information on getting started, explore the resources under the Academy icon on the Home page. From the icon, you can click or tap the Oracle Help Center to access videos that demonstrate how to optimize your work. From the Academy icon, you can also:

• Learn how to accomplish common tasks on the “Getting Started for Administrators” and “Getting Started for Planners” pages.

• Read “Best Practices for Designing Your Application.” • Learn about the phases and steps to creating your Oracle Hyperion Planning application. Linked

online tutorials demonstrate the steps. • Click or tap a link to the Oracle Help Center to view videos, tutorials, and documentation.

Also, two new guides, available on the Books tab of the Oracle Help Center, show you how to accomplish your business objectives using Planning:

• Oracle Hyperion Planning Simplified Interface Administrator's Guide • Oracle Hyperion Planning Simplified Interface User's Guide

Enhanced Performance in Simple Forms • Because Planning forms now use the latest client-side scripting technologies in the new

simplified user interface you’ll enjoy faster response times when you scroll, enter data, and when you press Tab and Shift+Tab. You’ll also find new shortcut keys and new actions such as Undo and Wrap Text.

• Because most work is now done on the client side, server requests are greatly reduced. We estimate that servers can now handle 33 percent more load than before in the same response time.

• Planning is, by default, configured to preload data when you open forms. To optimize performance, turn on compression by updating your web server or Load Balancer configuration. The Oracle HTTP Server instance that you install from the EPM System installer is configured to support compression. If you are using a different web server, see your web server or Load Balancer documentation for instructions to turn on compression.

Control the Look and Feel of the Interface Use the Settings icon on the Home page to customize your UI. For example, you can add your company logo to the Home page. Or create a watermark background by including a URL to an image file.

Manage the Application with the Console From the Console icon on the Home page:

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• Get a visual overview of the application. • See the total number of tasks, plans, rules, and approval hierarchies in the application. • Refresh the application. • Set a schedule for backing up the application, including setting the time zone.

Schedule Recurring Jobs A new Job Scheduler enables administrators to automate many functions. Schedule and manage jobs such as importing and exporting data or metadata, launching a business rule, and refreshing the database. You can start the job immediately or schedule it to run at intervals.

Manage Dimensions • Create or rename dimensions. • View the details of a dimension. • Set the order of dimensions to determine how calculations are performed. • Set the evaluation order to specify which data type prevails when an intersection has conflicting

data types.

Easy Import and Export • After creating an import file for each artifact, you can import dimensions, Smart Lists, and

exchange rates. You can import from a file or Planning Inbox. • After importing metadata, you can populate your application with data by importing it from a

file. The file can be on your computer, on an FTP site, or the Planning Outbox. • You can export metadata locally to your computer, to an FTP site, or to a Planning Outbox. • The import and export file can be in tab- or comma-delimited format.

Enhanced Planning Capabilities Planners can now:

• Easily create dashboards in Planning to provide a quick, visual view of key data. Just drag forms, charts, and external links to a dashboard.

• Analyze data in robust ad hoc grids by zooming in and out on members, and pivoting dimensions. Change which members to work with.

• Format and save ad hoc grids as reports for viewing in Planning or in Oracle Hyperion Financial Reporting.

• Format forms to emphasize certain data. For example, set the font size and color. Bold, italicize, or underline data. Set the background color. You can save or clear the formatting.

• Visualize tasks by status or by type. • View planning unit status in a graphic.

Create Reports for Sharing Data View and distribute static or dynamic reports that summarize data, in either PDF or HTML format.

Undo Feature When working with a simple form in the simplified interface, if an administrator has set up the form to support Undo, you can undo your actions by pressing Ctrl+Z (or clicking or tapping Undo on the Data tab). Press Ctrl+Z repeatedly to successively undo actions that you've taken since you last opened or refreshed the form. When you use Undo, dependent cells, such as those that are dynamically calculated, are reevaluated.

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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 had no data). The Oracle Hyperion Planning Administrator's Guide describes the form options that prevent instant save.

Automatic Save Administrators can set up a simple form so that planners' data is automatically saved when they move out of a cell, and values are aggregated immediately. The affected cells are displayed in green. To enable automatic save, the administrator selects the new Grid Properties option Enable Autosave. With that option selected, administrators can also select Run Form Rules on Autosave, which updates dynamically calculated cells that depend on the changed cell values.

New Shortcut Keys 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.

• Data entry shortcuts—New data entry shortcuts provide built-in calculators. For example, to enter the value in thousands, enter 5K for 5,000.

• Formatting shortcuts—Key combinations enable planners to quickly format values. For example, to bold a value, press Ctrl+Alt+B.

Support for Dynamic Dimension Members Users can now add children whenever they want and name them whatever they want. If a parent member is enabled for adding dynamic children, users can create a new member by entering its name in the runtime prompt.

Classic User Interface Planning no longer supports the Classic user interface (that is, up to and including Planning Release 11.1.2.1).

Performing Key Tasks On The Go With Oracle EPM Mobile In its first release, Oracle Enterprise Performance Management Mobile enabled you to manage approvals and workflow across Planning, Oracle Hyperion Tax Provision, and Oracle Hyperion Financial Management. The latest release of the mobile app supports critical Close Manager and Oracle Data Relationship Governance functionality.

What's New Download Oracle EPM Mobile 11.1.2.4 to perform these tasks:

• Using Close Manager, coordinate and complete all period-end close activities such as the following:

o Viewing, submitting, approving, and rejecting tasks o Responding to notification alerts, such as investigating and resolving task errors or

delays o Automatically managing and tracking task status

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• In Oracle Data Relationship Governance, manage and submit change request approval workflows by performing tasks such as:

o Filtering worklists to find your requests o Emailing participants associated with requests o Approving, escalating, rejecting, and pushing back on requests o Viewing invalid requests

For information about Oracle EPM Mobile, see the Oracle Enterprise Performance Management Mobile User's Guide : http://www.oracle.com/oll/epmmobile.

Downloading Oracle EPM Mobile Download the mobile app:

• The Apple App Store: https://itunes.apple.com/us/app/oracle-enterprise-performance/id845082117

• Google Play: https://play.google.com/store/apps/details?id=oracle.epm.mobile.OracleEPM&hl=en

Public Sector Planning and Budgeting Enhancements This release enables these capabilities:

• PeopleSoft Commitment Control decision package users can reuse existing revision members and track revision data in PeopleSoft by unique transaction ID.

• Planners can transfer employees and positions across decision packages and reverse transfers made in error. Planners need not share a budget request to transfer employees and positions.

• You can generate custom decision package reports using templates. Administrators create templates by downloading and modifying the provided reports, and then uploading them and associating them with particular reports. This action enables planners to report on a variety of decision package data using a more personalized layout.

• You can organize and present decision package data in reports using up to three attributes. • You can report on three years of decision package data. • You can report on decision package totals for up to three versions and scenarios, enabling you

to evaluate total values and perform variance reporting by specific budgeting scenarios or stages.

• You can report on additional decision package and compensation budget data in Oracle Hyperion Financial Reporting and Oracle Smart View for Office using the new Decision Package aggregate storage plan type (DP ASO). This plan type provides robust reporting capabilities.

Project Financial Planning Enhancements • Integration with Oracle Primavera P6 Enterprise Project Portfolio Management Oracle Fusion

Project Portfolio Management • In Release 11.1.2.4, Oracle Project Financial Planning integrates with Oracle Primavera P6

Enterprise Project Portfolio Management (P6 EPPM). This integration enables you to import projects from P6 EPPM into Project Financial Planning and then export the approved project status from Project Financial Planning back into P6 EPPM. You can also import the projects and resource assignment details from Project Financial Planning into P6 EPPM.

• Ability to enable features when creating an application • When you create an application in Release 11.1.2.4, you can select the features that will be

displayed in Oracle Project Financial Planning, based on your project requirements. • Support for the Vendor dimension

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• Release 11.1.2.4 includes support for the Vendor dimension. The Vendor dimension is required when you have different labor, equipment, or standard resource rates from different vendors, and if you want to see expense reports based on vendors.

Predictive Planning Enhancements • The Predictive Planning feature of Planning can now be used with Oracle Hyperion Planning ad

hoc grids, reports, Oracle Smart View for Office Smart Queries, and saved ad hoc grids. • You can now use Quick Predict, an ease-of-use feature that enables you to run and paste

predictions with a few mouse clicks or keystrokes. • Prediction chart enhancements enable you to directly manipulate predicted data series. You can

now adjust predictions without retyping predicted values. • The following new forecasting techniques improve forecast accuracy, particularly at long lead

times: Damped Trend Smoothing Nonseasonal, Damped Trend Additive Seasonal, and Damped Trend Multiplicative Seasonal. Each technique includes standard, simple lead, weighted lead, and holdout methods.

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ORACLE® HYPERION STRATEGIC FINANCE These new features are implemented in this release:

• Import and Export data using Command Line Utility • Import and Export data using the SmartView interface • New Java API offering access to various Strategic Finance features (replaces HSF .NET Web

Services API)

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ORACLE® HYPERION PROFITABILITY AND COST MANAGEMENT

New Management Ledger Application Type A new application type, Management Ledger, offers management reporting and modeling with data structured similarly to Oracle General Ledger and Oracle Hyperion Financial Management implementations. You define allocations and other calculations required for management reporting outputs using a more free-form approach than is supported in Standard Profitability models. In Management Ledger models, there is no concept of stages or layers. All structure is controlled through the organization of rule sets and rules under points of view (POVs). As in other application types, POVs represent a specific instance of the model, and can be used to view or calculate different versions of a model; for example, to view values for different months or quarters, to compare budget versus actual figures, or to play scenarios to measure the impact of various changes on the bottom line. For each POV, calculation rules are organized into groups that run against the same or similar region of the database and at the same or similar time. These groups are called rule sets. They determine the order in which calculation rules run. Calculation rules can inherit default member selections from the POV or rule set level so users can define a region of the database once and use it many times without having to specify it each time. These defaults are called “contexts”. Task areas in the user interface support validation, rule balancing, allocation tracing, reporting, and queries.

Support for the Management Ledger Application Type The Profitability Applications tool, Job Library, LCM tool, and other features used for all application types now support Management Ledger applications.

System Reports for All Application Types System reports are now available for all application types, as follows: Dimension Statistics and Execution Statistics reports are available for Management Ledger, Standard Profitability, and Detailed Profitability models; the Genealogy Statistics report is available for Standard Profitability models; and the Program Documentation report is available for Management Ledger models. To generate system reports, select System Reports in the Reporting task area.

Sample Model Set-up Scripts You can now use SQL scripts to set up model data for Detailed Profitability sample model BksDP30 in Microsoft SQL Server. A new file called BksDP30_SQL_Scripts_SqlServer.zip has been added to the samples\BksDP30 directory. Instructions for using these scripts with SQL Server are included in the HPCM Sample Models Readme.docx file.

Process Automation Support with REST APIs Representational State Transfer (REST) APIs are now available for all application types for automating processes in the production environment, such as deploying Oracle Essbase cubes or transferring data, with scripts instead of action by on-site personnel. The REST APIs can also be used for basic task processing such as running calculation rules. For details, see the REST automation documentation posted with other Oracle Hyperion Profitability and Cost Management documentation on http://www.oracle.com.

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ORACLE® DATA RELATIONSHIP MANAGEMENT

Data Relationship Governance Enhancements

Conditional Workflow Stages A workflow model can be configured to conditionally alter the workflow path for individual requests. You can include or exclude particular workflow stages depending on whether request items have certain property values or if they fail certain validations. You can also separate request items that require different approvers and split enrichment tasks into different requests to follow separate workflow paths.

Separation of Duties You can configure workflow stages to require a separate approving user who has not submitted or approved for any other stage in the request.

Request Items from File Request items can be loaded into a workflow request from an external flat file created by a user or source system. You can load request items during a Submit or Enrich stage. Source files may be loaded using the Web Client or Batch Client.

Request Attachments Attachments can be added to a workflow request to justify changes or explain an action that was taken. Attachments can be viewed and downloaded by request participants. File attachments are uploaded to a request using the Web Client.

Request Details for Transactions The final approver for a committed request is recorded in the transaction history. Transaction detail provides audit information for each transaction including the user responsible for making the change in the request and when they made the change.

Improved Handling of Request Exceptions • Submitters may withdraw their own in-flight requests. • Commit users may access escalated requests along with Data Managers. • Escalation users can advance the request for any stage. • Data Manager role may unclaim any in-flight request and delete any request that has not been

committed.

Workflow Request Page Improvements • Tabbed layout for easy access to request content • Show/hide control for task label and instructions • Task property instructions • Custom property labels by task • Filter hierarchies used for request items by task • Splitter to view more items or details

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Oracle Planning and Budgeting Application Template A new application template is available to auto-configure a Oracle Data Relationship Management application to import, manage, and export dimensions for the Oracle Planning and Budgeting Cloud Service. After the template is loaded, nodes can be created, organized into hierarchies, and assigned membership to Oracle Hyperion Planning dimensions in Data Relationship Management. The application template includes properties, categories, validations, node types, imports and exports. The application template can also be used to manage dimensions for classic Planning applications

Import Enhancements

Substitution Parameters Substitution parameters can be used to pass in custom run-time parameters to imports. The values of these parameters can be used with import options for creating orphan hierarchies.

Single Section Import You can load an import file that consists of a single import section and which does not contain a section header.

Skipping Header Records in File Header records at the beginning of an import file can be skipped during the import process. The number of records to skip is configured in the import profile.

Orphan Hierarchies Hierarchies can be automatically created from nodes that are imported as orphans into a version. A separate hierarchy is created for each top orphan node that has children but no parent in the version. Orphan nodes that have no children can be imported into a single stranded orphan hierarchy.

Ignoring Nodes In the import profile, you can specify a list of nodes included in the source file that will be ignored during the import process.

Set Node Types and Assign Validations You can configure an import profile to automatically assign a node type property and validations to all hierarchies being imported using the profile. This eliminates the need to handle these configurations for each hierarchy manually after import.

Formatted Memo Properties You can import multi-line, formatted memo property values by enclosing the values in quotes.

Optional Section Header Suffix You can leave the import file section header suffix blank.

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Reverse Lookup Lookup type properties can be selected for import section columns to perform a reverse lookup on column values being imported. The resulting value is stored in the defined property that uses the lookup property.

Export Enhancements

Substitution Parameters You can use substitution parameters to pass in custom run-time parameters to exports. The values of these parameters can be used for selecting hierarchy groups, in query filters and in dynamic export columns.

Hierarchy Groups Hierarchy groups can be used to auto-select hierarchies for exports instead of having to manually select the hierarchies for each export. Each export profile is configured with a hierarchy group property and hierarchy group. When a hierarchy is assigned to a hierarchy group, the hierarchy becomes immediately included in all exports using the group.

Dynamic Columns You can use a dynamic export column to add a specific value to a column that is not present in the source version used by the export. You can specify a combination of literal values and substitution parameters in the dynamic column.

Improved Architecture Data Relationship Management offers a streamlined application server architecture optimized for single machine, multi-processor deployments on 64-bit hardware. Each application utilizes a single engine and server, instead of the multiple engine and server configuration used in previous releases. These improvements result in higher concurrency of read operations, eliminate event traffic between engines, and reduce connections to and data transferred from the repository.

Web Client Accessibility This release of Data Relationship Management is accessible. The Data Relationship Management Web Client supports accessibility requirements for people with a wide range of disabilities. This includes full keyboard navigation and compatibility with screen readers such as JAWS. Oracle Data Relationship Management supports accessibility at all times.

Features Introduced in Earlier Releases Use the Cumulative Feature Overview tool to create reports of new features added in prior releases. This tool enables you to identify your current products, your current release version, and your target implementation release version. With a single click, the tool quickly produces a customized set of high-level descriptions of the product features developed between your current and target releases. This tool is available here: https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1092114.1

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Performing Key Tasks On The Go With Oracle EPM Mobile In its first release, Oracle Enterprise Performance Management Mobile enabled you to manage approvals and workflow across Oracle Hyperion Planning, Oracle Hyperion Tax Provision, and Oracle Hyperion Financial Management. The latest release of the mobile app supports critical Close Manager and Oracle Data Relationship Governance functionality.

What's New Download Oracle EPM Mobile 11.1.2.4 to perform these tasks:

• Using Close Manager, coordinate and complete all period-end close activities such as the following:

o Viewing, submitting, approving, and rejecting tasks o Responding to notification alerts, such as investigating and resolving task errors or

delays o Automatically managing and tracking task status

• In Oracle Data Relationship Governance, manage and submit change request approval workflows by performing tasks such as:

o Filtering worklists to find your requests o Emailing participants associated with requests o Approving, escalating, rejecting, and pushing back on requests o Viewing invalid requests

For information about Oracle EPM Mobile, see the Oracle Enterprise Performance Management Mobile User's Guide :http://www.oracle.com/oll/epmmobile.

Downloading Oracle EPM Mobile Download the mobile app:

• The Apple App Store: https://itunes.apple.com/us/app/oracle-enterprise-performance/id845082117 • Google Play: https://play.google.com/store/apps/details?id=oracle.epm.mobile.OracleEPM&hl=en

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ORACLE® ESSBASE

Thread Pool for Parallel Operations Historically, Essbase dynamically created threads for parallel operations such as parallel calculation, parallel data load, and parallel restructure. However, beginning this release, the following parallel operations do not dynamically create threads, but instead use a set number of threads from a pre-created pool of threads:

• Parallel calculation, with CALCPARALLEL or FIXPARALLEL • Parallel data load, for aggregate storage and block storage databases • Parallel export, for block storage databases • Parallel restructuring

You can customize the size of the thread pool. For more information, see the WORKERTHREADS configuration setting topic in the Oracle Essbase Technical Reference.

XML Outline Editing XML outline editing enables you to use an XML file to make basic changes to the database outline. This method is a streamlined way to make outline edits without needing to use a rules file nor invoke the Outline API. To perform XML outline editing, you reference a provided .xsd file, create an .xml file, and call the C Main API function EssBuildDimXML (or the Java API method buildDimensionXml). For more information, see EssBuildDimXML in the Oracle Essbase API Reference. To use the XML outline editing feature in Essbase 11.1.2.4, aggregate storage outlines that were created in an earlier release must first be migrated to 11.1.2.4.

Enhancements to Hybrid Aggregation Hybrid aggregation mode was introduced in Release 11.1.2.3.500 as a way to bring improved calculation efficiency to block storage databases. In this release, Time-balance tagged members and Dynamic Time Series members can also be calculated in hybrid aggregation mode. Additionally, many more calculation functions are included in the list for member formulas that can be calculated in hybrid aggregation mode. For the full list, see the topic “Functions Supported in Hybrid Aggregation Mode” in the Oracle Essbase Technical Reference. For more information about hybrid aggregation mode, see the ASODYNAMICAGGINBSO configuration setting topic in the Oracle Essbase Technical Reference.

Optimizations for Oracle Exalytics In-Memory machine Enhancements have been introduced for Essbase Server running on Oracle Exalytics In-Memory machine. An accompanying increase in virtual memory usage is normal and expected. Virtual memory usage is increased by the size of page files. On SPARC T5/Solaris Exalytics In-Memory machine, for best performance, configure swap space on the system to be greater than the sum of the expected sizes of dynamic calculator caches, for all databases on the system.

Supporting POV and Pivot Enhancements for Smart View 11.1.2.5.400 Essbase and Oracle Hyperion Provider Services are enhanced to support the Oracle Smart View for Office Point of View (POV) toolbar and pivoting behavior as follows:

• Multiple members can be pivoted from the grid to the POV toolbar.

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• Multiple members can be pivoted from the POV toolbar to the grid. • A single dimension can remain on the POV toolbar.

In prior releases, only one member in a dimension could be pivoted from the grid to the POV, and from the POV to the grid. Also in prior releases, Essbase and Oracle Hyperion Provider Services only supported having at least two dimensions on the Oracle Smart View for Office POV toolbar.

Calculation Enhancements

New Calculation Functions @RELXRANGE—Generates a cross dimensional list based on the relative position of the cell that is currently being calculated and the offsets.

Calculation Function Changes Support for the XrangeList parameter is added to a number of functions. XrangeList is a range of members from one or more dimensions, and can help you incorporate time continuum navigation. The functions that support XrangeList are:

• @COMPOUND • @COMPOUNDGROWTH • @CORRELATION • @COUNT • @DECLINE • @DISCOUNT • @GROWTH • @INTEREST • @IRR • @IRREX • @MEDIAN • @MODE • @NEXT • @NEXTS • @NPV • @PRIOR • @PRIORS • @PTD • @RANK • @RELXRANGE (new function) • @SHIFT • @SHIFTMINUS • @SHIFTPLUS • @SLN • @SYD • @VARIANCE • @VARIANCEP

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Configuration Setting (essbase.cfg) Changes

New Configuration Settings • WORKERTHREADS—See Thread Pool for Parallel Operations. • CRASHDUMPLOCATION—Sets the location where Essbase saves a core dump file when an

abnormal termination occurs. • CONNECTIONTIMEOUT—Specifies the maximum time that Essbase should wait for a SQL

connection before timing out. • QUERYTIMEOUT—Specifies the maximum time that Oracle Essbase should wait for a SQL query

to execute before timing out.

MaxL Grammar Changes The MaxL export data statement includes grammar you can use to make exported data anonymous, wherein real data is replaced with generated values. This removes the risk of sensitive data disclosure, and can be used in case a model needs to be provided to technical support for reproduction of certain issues.

Essbase API Changes

New C Main API Function EssBuildDimXML—See XML Outline Editing.

New C Outline API Function EssOtlVerifyOutlineEx3—A new API function for verifying outlines. This function differs from EssOtlVerifyOutlineEx in that it provides both member warnings and formula errors.

Changed API Functions and Structures ESS_PERF_CUSTCALC_T and ESS_PERF_ALLOC_T have an additional field, dataloadOption. Generated calculation or allocation values can be added to existing values, instead of overwriting them.

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ORACLE® ESSBASE STUDIO

Clearing Deployment History from Essbase Studio Console Each time you deploy an Oracle Essbase model, deployment history data is stored in the Essbase Studio catalog. When you migrate the catalog to a new release in a new environment, or export and import the catalog, the deployment history, which is contained in the catalog, is also migrated. If there are many rejected records, the history can grow too large, causing the migration to fail. In previous releases, there was no option to clear deployment history from Essbase Studio Console. In Release 11.1.2.4, you can clear deployment history from Essbase Studio Console for a single Essbase model. In Metadata Navigator, you right-click the Essbase model and select Deployment History and then Clear Deployment History. Clearing deployment history requires Oracle Essbase Studio administrator privileges.

Clearing Deployment History for all Cubes and all Models in the Catalog In previous releases, there was only the option to clear deployment history for a single Essbase model using the cleanModelHistorycommand line utility. In 11.1.2.4, there are two new command line utilities you can use to clear deployment history for all cubes and all models in the catalog:

• The globalCleanModelHistoryAndLeaveLastSucc utility clears deployment history for all cubes and all models in the catalog and leaves the latest successful record for each deployed Essbase model.

• The globalCleanModelHistory utility clears all deployment history for all cubes and all models in the catalog, including successful records.

Connecting to Alternate Data Sources for Drill-through Reports With drill-through reports, you create spreadsheet reports that display data retrieved directly from external relational data sources. In Release 11.1.2.4, when creating a drill-through report, you can connect to an alternate data source. An alternate data source is a data source other than the one that was used to create the Oracle Essbase cube. If you have a data source with a similar data schema, you can define the drill-through report to access it instead.

Requiring a User Name and Password to Perform Drill-through You can require users to enter a user name and password to access the database when performing drill-through. When you select Require user name and password on the Report Contents tab of the drill-through report editor, Oracle Smart View for Office users must enter a user name and password to access the database during drill-through.

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ORACLE® SMART VIEW FOR OFFICE

Enhanced Submit Data Functionality Oracle Smart View for Office offers two new options for submitting data:

• Submit Data Without Refresh—Submit modified cells, also called dirty cells, from Oracle Essbase, Oracle Hyperion Planning Ad Hoc, and Oracle Hyperion Financial Management Ad Hoc without first refreshing. This functionality was previously only available for Essbase.

• Submit Data Range—Select and then submit contiguous and non-contiguous single cells and cell ranges from Essbase, Planning Ad Hoc, and Financial Management Ad Hoc. Only cell data from the selected cells is submitted. If there are dirty cells on the sheet outside the range of selected cells, their changed value is not submitted.

Note that you can use the Submit Data Without Refresh and Submit Data Range options to submit cell data from cells that were modified by a user who does not have Smart View installed. In the Oracle Smart View for Office User's Guide, see “Using the Submit Data Options” for more information.

POV and Pivot Enhancements When connected to Essbase and Oracle Hyperion Provider Services 11.1.2.4 or later, the POV toolbar and pivoting behavior is enhanced as follows:

• Multiple members can now be pivoted from the grid to the POV toolbar. • Multiple members can now be pivoted from the POV toolbar to the grid. • A single dimension can now remain on the POV toolbar.

In prior releases, only one member in a dimension could be pivoted from the grid to the POV, and from the POV to the grid. Also in prior releases, Essbase only supported having at least two dimension on the POV toolbar.

Improved Extension Update and Distribution In release 11.1.2.5.400 and later, you can customize the extension update process so that Smart View end users can control when they install, update and remove extensions. To enable this functionality, the Smart View administrator configures attributes in theUpdateList.xml manifest file to control the options available to the users. If the administrator does not configure these attributes inUpdateList.xml, extensions will continue to be updated using the existing Auto-Update process. In releases earlier than Smart View 11.1.2.5.400, extensions were updated using the Auto- Update process. To update extensions with Auto-Update, Smart View end users go to the Extensions tab of the Options dialog box and click the Check for updates link or select the Check for updates when Microsoft Office starts check box to initiate extension updates. For all extensions, if any updates were available, they were retrieved and installations were automatically initiated. There are two types of extensions that can be installed on a Smart View client machine:

• Provider extensions. Extensions that are dependent on, or integrated with, Oracle components are provider extensions. Examples are the Oracle Hyperion Disclosure Management and Oracle Hyperion Financial Reporting extensions. Provider extensions can be configured as required extensions.

• Per-user extensions. Extensions that are installed in the user’s application data folder. These extensions may or may not be dependent on Oracle components. Additionally, per-user extensions can also be configured as required extensions.

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The Smart View administrator configures the UpdateList.xml file to specify the list of provider and per-user extensions available to end users along with options for installing, updating, and removing them. Additionally, per-user extensions can also be configured to display an indicator for required extensions and does not force the installation. The Smart View end user then accesses the Options dialog box and installs, updates, or uninstalls the extensions that are available to him or her in the Extensions tab. To configure provider and per-user extension installation, uninstallation, and updating, complete the procedure “Configuring Manual Extension Updates” in the Oracle Smart View for Office User's Guide. If you do not want to make changes to the extension update process, you may refer to “Configuring Auto-Update Extensions” in theOracle Smart View for Office User's Guide for information on the structure of the XML and examples, but you do not need to take any further action. For instructions on installing, updating, and removing extensions in Smart View, end users can refer to the procedure topics in “Extensions” in the “Smart View Options” chapter of the Oracle Smart View for Office User's Guide.

New Diagnostics Tools When an issue arises while using Smart View that you cannot resolve on your own, you can use the new Smart View Diagnostic tools in the Diagnostics group in the Smart View ribbon to create and collect log files and screenshots to send to Oracle Support. When you are finished collecting diagnostic data, you use the diagnostic tools to zip up the files. Then you transmit the ZIP file to Oracle Support for analysis. The log files and screenshots are used by Oracle Support to troubleshoot and resolve your issue. You can customize certain features of Smart View Diagnostic tools; for example:

• Hide data values in an Office document. • Hide member names in an Office document. • Direct the diagnostics output files to a folder other than the default. • Allow automatic screenshots for each warning or error message that is displayed.

See the “Smart View Diagnostics” chapter of the Oracle Smart View for Office User's Guide for more information on the Diagnostics tools.

New Member Selection Dialog Box for Business Rules The Member Selection dialog box for Oracle Hyperion Business Rules and for modifying user variables on forms is changed in this release, and is now the same as the standard Smart View Member Selection dialog box accessed from the data provider ribbons. With this new dialog box, performance is improved when selecting members for Business Rules or modifying user variables, providing a consistent user experience across the product. In prior releases, the Member Selection dialog box for Oracle Hyperion Business Rules had a different look-and-feel from the standardMember Selection dialog box, even though the fields and controls were generally the same. This feature requires Planning 11.1.2.4 or later.

User Name and Password Support for Drill-Through Reports An Essbase administrator can require that users specify a user name and a password when logging on to the data source to access drill-through reports. When launching a drill-through report in Smart View, the user name and password fields are now displayed if they are required to access the drill-through report. If a user name and password are not required, then these fields are not displayed.

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Oracle BI EE Filter Enhancement When defining the filter expression for views in View Designer, sometimes the data to choose from in the Value Selector is exceedingly long. To accommodate loading large amounts of data in the Value Selector, Smart View presents values in groups. In the Value Selector, you can scroll and make selections from the first group shown, then click More to view and make selections from the next group. You can continue clicking More until you have viewed and made selections from the entire data list.

Oracle BI EE Prompt Enhancement Prompts enable users to specify criteria that determines the content of the view that they are inserting. When editing prompts, depending on how the prompt was set up, you may be selecting data directly from a drop-down list on the Prompt Selector. You may also be picking values from the Value Selector dialog box. Sometimes the data to choose from in the Value Selector is exceedingly long. To accommodate loading large amounts of data in the Value Selector, Oracle Smart View for Office presents values in groups. In the Value Selector, you can scroll and make selections from the first group shown, then click More to view and make selections from the next group. You can continue clicking More until you have viewed and made selections from the entire data list.

Measure Label Flexibility in Oracle BI EE View Designer The Measure Label element represents the labels for all the Measures columns in the Measures edge of the View Designer. If you are working with a pivot table view that has the pivot table display style, you can now reorder the Measure Label element within the Column edge, and you can now move the Measure Label to any edge except the Measure edge. Oracle recommends experimenting with moving the Measure Label element to another edge, or reordering it within the Column edge, to create a more readable pivot table layout.

Sheet Information Improvements The Sheet Information dialog box in Excel now presents consistent information across Oracle Essbase, Oracle Hyperion Planning, and Oracle Hyperion Financial Management providers, including connection status and other information. See “Sheet Information” in theOracle Smart View for Office User's Guide for more details.

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ORACLE® ENTERPRISE PERFORMANCE MANAGEMENT MOBILE In addition to the functionality in its first release, you can use this release of Oracle Enterprise Performance Management Mobile to perform these tasks anytime, anywhere:

• Coordinate and complete period-end close activities in your extended financial cycle with Close Manager, a key Oracle Hyperion Financial Close Management module

• Manage and act on change request approval workflows in Oracle Data Relationship Governance • Search for entities in your Oracle Hyperion Financial Management application

Download the mobile app from: • The Apple App Store: https://itunes.apple.com/us/app/oracle-enterprise-performance/id845082117 • Google Play: https://play.google.com/store/apps/details?id=oracle.epm.mobile.OracleEPM&hl=en

For more information about Oracle EPM Mobile, visit the Oracle Learning Library: http://bit.ly/1j5fEn2

Managing Governance Requests With Data Relationship Governance Use Oracle Data Relationship Governance to manage master data using governance requests and workflows from your mobile device. With Oracle EPM Mobile, you can view and act on the governance requests assigned to your groups, and taking any action necessary to advance your business process. Use Oracle EPM Mobile to perform these tasks on the go:

• Filter worklists to find your requests • View request details • Contact participants associated with requests by email • Approve, escalate, reject, or push back on requests • View invalid requests

Performing Period-End Activities in Close Manager, a Financial Close Management Module The first application of its kind, Close Manager helps you coordinate and report on the interdependent activities in an extended financial close cycle such as:

• Closing ledgers and sub ledgers • Loading and mapping data • Performing financial consolidation and account reconciliation

Close Manager is a way to centrally monitor all financial period end tasks and provides a visible, automated, repeatable system of record for running these activities. You can perform these financial close tasks anytime, anywhere with Oracle EPM Mobile:

• View, approve, and reject tasks • Respond to notification alerts such as investigating and resolving task errors or delays • Automatically manage and track the status of tasks

Searching for Financial Management Entities To quickly find entities in your application, perform a search using full or partial entity names. Using the current filter, Oracle EPM Mobile returns entities with names containing any of text that you specify.

Configuring the Session Timeout Tap the navigation springboard and then Settings to specify how long Oracle EPM Mobile can remain idle before you are prompted to sign in.

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ORACLE® HYPERION ENTERPRISE PERFORMANCE MANAGEMENT ARCHITECT Support for a new Profitability and Cost Management Application Type - In this release of Performance Management Architect, there is a new Management Ledger application type for Profitability and Cost Management applications. A Management Ledger application contains costs and revenue dimensions and members that are similar to your organization's general ledger. Management Ledger applications offer management reporting and data modeling that is similar to Oracle General Ledger or Oracle Hyperion Financial Management applications. You can perform allocations and other calculations required for management reporting using a more free-form approach than is supported in Standard Profitability applications.

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