Oracle Enterprise Data Management Cloud - Public What's New in 21.07?
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Public
Oracle Enterprise
Data Management
Cloud
What’s New in 21.07?
Rahul Kamath
Product Management
1
Safe Harbor The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation. Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as of September 2020 and Oracle undertakes no duty to update any statement in light of new information or future events. 2 © 2021 Oracle Corporation. All rights reserved.
What’s New in Enterprise Data Management
Current and Upcoming features
• Global Connections
• Conditional Approval Policies
• Extracts
• Notification Policies
20.08 • Location-based Navigation 20.12 • EPM Attribute Dimensions
• Multi-dimension intersections
• Reports
• New REST APIs
• Simplified Permissions Model • New Application LCM Templates
21.04 • New Data Access filters 21.07 • View Worklist Control Filter
• Enrich Option in Approval stage • Withdraw an approval
• Global connections for ERP & EPM • Parallelize serial approvals: Configure
#Approvals per user group
• EPM Task Manager integration
• OOO handling for approval policies
• Delete lookup sets and viewpoints
3 Copyright © 2021 Oracle and/or its affiliates.
• Archive/Unarchive dimensions
What’s Coming in Enterprise Data Management
Planned features
• Commit policy for requests
• New Application LCM Templates
• Block-out dates on request commit
• View Worklist Control Filter
• Incremental & generational extracts
• OOO handling for approval policies
• Delete lookup sets and viewpoints Q3 • Incremental application LCM
21.07 • Merge import to blend existing hierarchies
• Archive/Unarchive dimensions 2021 • Property filter: Update action policy trigger
• Calculated Node Names
• Hybrid Node Types
• Generational Extracts & Books
• Complex Mapping Request Experience
• Incremental Application LCM
• Implicit Node Mappings (Like, Between,
Future • Object Deletion Future In, Top Node, Multi-dimension)
• Compare branches w/in a viewpoint
++ • Extract Maps to EPM Cloud DM module,
• Icon library as node glyphs ERP Cloud UCM folder
• Time labels
4 Copyright © 2021 Oracle and/or its affiliates.
What’s New & What’s Coming at a Glance
21.04: Previous 21.07: Current Q32021: Planned
• Participant Permission and Data Access • Dimension Archive/Unarchive • New Commit policy for requests
Filters for Actions and Properties • Application Templates/ Granular LCM • Honor block-out dates on request commit
• Option to Enrich a request during (Test-to-Production, Metadata only) • Extract unique records using custom keys
approval • Export/Import Application Templates • New generational extracts
• Recall a request as submitter • Expressions (Bound Locations/Ancestors) • Property filter on Update action trigger in
• Match Nodes X-VPs Using alternate name • Request File: Process out of order items an approval policy
• Select Node data type name/description • Option to withdraw approval • Option: Allow shared nodes in FCGL trees
in an expression • Configure #approvals per user group for • Mark as a Combination Node Type
• Methods: Date/Integer/Float/Request serial approval policy method • Blend existing hierarchies via merge
Object • Access Node data type properties in import filter options for Top node, action,
• Derived/Prop Transforms: List DT expressions property
Properties • View filters: Control default access • Incremental Extract
• Unbound dimension for custom data sets • Extract Specialty Columns, Exclude • Pivot property option for extracts
• Suffix Node Type qualifier + 3 Alt Suffixes Implicitly Shared nodes • Delete archived dimensions
• Global connections for ERP & EPM Cloud • Update Allowed Values on Import • Incremental application metadata LCM
• EPM Automate: Extract viewpoint (Reset, Replace modes only) • Attribute dimension support for FCCS
• REST API: By Name, History Download, • OOO handling for approval policies Account
Staging Area • Record count breakdown report by node • API option to notify submitter on
• Extracts (zip file, custom header, etc.) type validation failure
• EPM Task Manager integration
5 © 2021 Oracle Corporation. All rights reserved.
What’s New in EDM Release 21.07
Application Adapters Search Expressions
Financials Cloud adapter support for Enhance Node Search to filter results below a New BoundLocations and BoundAncestors
limited trees selected node
Node Type, Dimension, and Properties for Node
Data Governance "Move Here" option in Node selector to insert Data Type Property
node in target location on search
Configure number of approvals per group NodeList in expressions to support toIntegerList
Search for properties within Node Type and toFloatList with Sum and Avg methods
Support for withdrawing approval inspector
Truncate date/time value to Date data type
Out-of-Office handling for approval Subscriptions
policies Integration
Process descendants when moving/inserting
Requests node with top node filter enabled Update Allowed Values On Import
Provide support for processing out of Update Subscription Record Count Processing Include specialty columns in an Extract
order records on load request from file to store additional details Option: Exclude implicit shared nodes in Extract
Request Worklist: add request type and Application Templates
owner (assignee/submitter) columns New Folder parameter in Oracle EPM Cloud
Export/import Applications as Templates global connection for PCM and DM
Auto-submitted requests in request audit
Data Management Import/Export/Extract: Add additional
User Experience information in job run results
New View Worklist Filter
Redwood experience as default theme Property Definitions
Delete an archived viewpoint
Reporting Allow Editing of Property Name and Description
Archive/Unarchive a dimension
Record Count Log Report
Delete a lookup set
6 © 2021 Oracle Corporation. All rights reserved.
Financials Cloud: Import one or more trees at a time into EDM Import a subset of trees which are new or updated into Enterprise Data Management without negatively affecting other trees which do not exist in the import file. This process is supported either in Replace or Merge import mode only. This allows the import file to only contain a subset of the trees which exist in Enterprise Data Management. Trees that are not in the import file will not be affected unless you use the Reset import mode. 7 © 2021 Oracle Corporation. All rights reserved.
Withdraw Enriched Request During Approve Stage Approvers sometimes need to edit request items which they have already approved to make corrections or address data issues resulting from enrichment by other users. Approvers can withdraw their approval of an in-flight request while it remains in the Approve stage awaiting approvals by other users, or because the request cannot be committed due to validation issues. This enables an approver to make changes to request items and resolve issues for in-flight requests that may occur after their original enrichment/approval activity 8 © 2021 Oracle Corporation. All rights reserved.
Multiple Approvals Per Group for Serial Policies
Approval policies using the Serial approval
method can require multiple approvals from
the same user group.
When the One Approval Per Group option
is disabled for a serial policy, you can define
the Approvals Per Group for
each approval user group. When requests
using the policy reach the Approve
stage, the request will require the same
number of approvals for each user
group as specified in the policy. 2 users from Accounting
group must approve as part
This adds parallelism to the serial approval
of serial approval method to
method to enable complex approval
make changes to corporate
patterns through policy configuration
plan account
9 © 2021 Oracle Corporation. All rights reserved.
Out-of-office Handling of approval policies
Approval workflow for a request needs to accommodate
users who plan to be unavailable to approve requests for
a specific period.
When approval policy invitees are determined for an in-
flight request in the Approve stage, approvers who have
set the Out Of Office user preference are invited to
Out of office approve but are not included in the count of remaining
approvers for policy SLA determination.
If the number of remaining approvers is less than the
total approvals required for policy execution, the request
is escalated to data managers/owners to get their
approval while the OOO approver is absent.
Out Of Office approvers will remain invited and when
they return, they can still act upon the request in the
event an escalation user has not already acted on their
behalf.
10 © 2021 Oracle Corporation. All rights reserved.Self-Healing: Out-of-Order Record Processing on load request from file When creating a request file, sometimes end users add child Request file nodes before parent nodes requiring out-of-order processing The request file load process now handles out of order rows where Parents 700 and child nodes reference parent nodes 701 follow which are defined later in the descendants file. The load process sorts the file when loading contents to ensure that parent request from file. nodes are added to a viewpoint before child nodes and prevents Request Upon File Load errors from occurring when loading request items from a file. This eliminates the need to manually reorder the rows in the file in order to successfully load it into a request. 11 © 2021 Oracle Corporation. All rights reserved.
Request Activity Improvements
Identify whether a request is an Interactive, Request activity includes the following additional
subscription, or (merge) Import type. columns for each request displayed:
Browse a single ‘Owner’ column to • Request Type
determine who is assigned to a request, • Owner (Assignee or Submitter)
who submitted it, or if it was auto-
Use the Owner filter to limit displayed requests to those
submitted
assigned to or submitted by a particular user.
Status and stage have been combined for better
readability, e.g., Draft status in Submit stage
12 © 2021 Oracle Corporation. All rights reserved.Record Count Log Report
Administrators want to know how specific Incremental
applications and dimensions factor count of unique
into the amount of data being managed records
in Enterprise Data Management. Breakdown by
node type
The Record Count Log report can be used
to identify how nodes from different
applications and dimensions contribute
to the total record count determined
by the system.
The report displays the node count for
every application,
dimension, and node type along with the
additional unique records from each
of them which are included in the total
record count.
The Record Count Log report is available
to Service Administrator users only. Node Record
count count
13 © 2021 Oracle Corporation. All rights reserved.Search Below Selected Node in Viewpoint Users need a way to only search for nodes in a portion of a hierarchy viewpoint to reduce the number of search results returned. When searching for nodes, you can filter your search to only nodes below a selected node in a hierarchy viewpoint. This enables you to limit your search to a specific hierarchy or a particular branch of a hierarchy. The Below Selected Node option can be chosen for individual viewpoints where this type of search should be performed. 14 © 2021 Oracle Corporation. All rights reserved.
Search for Property in Node Type Inspector In cases where a node type has many properties, being able to search for a property speeds up productivity Properties can be searched for in the node type inspector to find a property which is used by a node type. This allows you to quickly find a particular property or multiple properties with a similar name or description. 15 © 2021 Oracle Corporation. All rights reserved.
Search Results for Different Parents in Node Selector To move a shared node to a different parent in a hierarchy viewpoint, you need the ability to search for and select a specific instance of the node under a particular parent where the node will be moved from. When searching for nodes in the node selector, multiple search results will be returned for a node that is under different parents in a hierarchy viewpoint. This allows a specific node instance in a particular location of the Node selector displays parent of each hierarchy to be selected from the search ‘401’ instance to enable accurate results for use by a request action being selection among shared members. performed on that node. 16 © 2021 Oracle Corporation. All rights reserved.
Include descendants as items in subscriptions with Top node filters
SOURCE VIEWPOINT
When moving a parent node from outside the
top node filter to within, subscriptions will now Branch outside filter Branch Below Top Node Filter
move both the parent and its descendants
Parent 1 Parent 1
When a parent node that is located under a
different top node is inserted or Parent 2
moved under a node that is specified in a ACTION: MOVE Parent 2 under
subscription top node filter, the Parent 1 below Top Node filter
Child A
descendants of the parent node are also
inserted and moved as part of the TARGET VIEWPOINT
subscription request.
If the same action is done via side by side Branch Outside Filter Branch Below Top Node Filter
(drag and drop, the parent and children are
Parent 1 Parent 1
moved with all property updates.
Subscriptions now mimic the behavior of
Parent 2
drag-n-drop action in a side-by-side
comparison of hierarchy viewpoints
Child A
Subscription payload
includes descendant
17 © 2021 Oracle Corporation. All rights reserved.
Parent 2 and ‘Child A’New: Application Templates Enabling incremental provisioning of new applications in production • Templates: A portable way to store application configurations in an offline file and share them with other Enterprise Data Management environments. • Purpose: Templates can only be used to create new applications in environments where those applications do not already exist. • Process: Applications can be exported from a source environment to a template and imported from a template into a target environment. • What’s included: A single EDM application’s metadata including dimensions, related data chain objects, & common objects like views, properties, lookup sets, and global connections • What’s not included: Data, requests, or transaction history • Templates can be exported and imported by Service Administrator role users from the Templates page in the user interface. • Consideration: Perform a backup on the target EDM instance before importing an application template as metadata changes cannot be rolled back 18 © 2020 Oracle
Benefits of Application Templates CUSTOMERS Usage: Promote individual applications from EDM test-to-production environments • Lower risk of loading all application metadata at once versus an incremental, agile deployment model • Jump-start new implementations with a single application or add new ones to existing target environments • Complement backup and restore capabilities with portable, modular application metadata w/ offline storage PARTNERS Usage: Pre-package and reuse application templates across client environments • Showcase and differentiate your offering by packaging application accelerators as templates 19 © 2021 Oracle Corporation. All rights reserved.
20 © 2021 Oracle Corporation. All rights reserved.
Template Export File
• Template files are .json documents
• Template file content includes
relevant metadata objects for each
exported application
Data chain objects
Common objects
as well as:
Permissions
Policy assignments
for existing users/groups in the target
environment
21 © 2021 Oracle Corporation. All rights reserved.22 © 2021 Oracle Corporation. All rights reserved.
Upon successful import, new objects are available in the target environment
Examples
APPLICATIONS
VIEWS
NODE TYPES
23 © 2021 Oracle Corporation. All rights reserved.User Filter for Views Page
View owners want to limit the views Views can be filtered from display on the Views
that end users can see by default to inspector for specific users and groups.
focus their attention on the most
This allows view owners to restrict the visibility of a
practical portals for change, e.g.,
view to only certain users.
promote use of maintenance views vs.
default views; interleave group w/ local The Show on Views Page parameter on a view can be
maintenance. set to include all users who have data access, include
24 © 2021 Oracle Corporation. All rights reserved.
only specified users, or exclude only specified users.Object Deletion
Delete Archived Viewpoints Delete Lookup Sets
View owners need to be able to delete Administrators typically prefer to delete
viewpoints that have become obsolete and lookup sets which are no longer used by any
do not need to be retained for future use. application.
Archived viewpoints which are no longer Lookup sets which are not used by any
used can be deleted from views. application can now be deleted by users
with the Service Administrator role
An archived viewpoint cannot be deleted if
it is bound to a dimension, used by any If a deleted lookup set is referenced in an
subscriptions or extracts, or has draft or expression, the expression will become
inflight requests invalid and must be corrected.
Viewpoints that have been deleted are
removed from their views but can still be
referenced in history, i.e., requests or
transactions that may have used them.
25 © 2020 OracleDIMENSION Archive and Unarchive a Dimension • Dimensions can be archived in the dimension inspector when they are no longer needed by an application. • Archiving a dimension places all of its data chain objects (node types, hierarchy sets, node sets, and viewpoints) in an archived state. • Once a dimension has been archived, it is hidden in the application inspector and registration wizard. • Archived dimensions cannot be selected for import/export. • Requests and transaction history are retained for archived dimensions. • Archived dimensions can be reactivated in the dimension inspector in the event they are to be used by an application again. • Application owners can archive dimensions which were never used or were temporarily needed and have become obsolete. 26 © 2021 Oracle Corporation. All rights reserved.
Enhanced Expressions
New collections are available for the Node and SourceNode objects in an expression to access related
nodes within a bound viewpoint from a partially bound viewpoint
BoundAncestors & BoundLocations Usage
BoundAncestors returns a list of all ancestor For partially bound viewpoints where a
nodes for a node in the bound viewpoint. subset of data is being maintained, some
business rules need a way to access nodes
BoundLocations returns a list of shared
from a bound viewpoint to ensure data
node locations for a node in the bound
integrity in the context of the entire data
viewpoint.
set.
Available Methods & Attributes
Example
• Any()
• Count()
Build a custom validation which prevents
shared nodes under a common top node in
• Find()
the bound viewpoint, but the partially
• Size
bound viewpoint does not contain all the
ToFloatList()
•
nodes under that top node.
• ToIntegerList()
• ToStringList()
27 © 2020 OracleExpressions w/ BoundAncestors & BoundLocations
Real-world examples
Derived property
uses Validation check
BoundAncestors throws an error if
to calculate ‘Base member’
whether count is ‘0’ or ‘>1’
Planning using
Member type is BoundLocations
Base, Shared, or count
Implicitly Shared
28 © 2021 Oracle and its affiliates. All rights reserved.Yet another example: Derive ‘Data Storage’ using Bound Locations 29 © 2021 Oracle Corporation. All rights reserved.
Expressions: Convert Timestamps to Dates For some business rules, date property values need to be based on or compared to a timestamp property such as Creation Date or Last Modified Date. Timestamp values can be converted to dates in an expression using the ToDate method. This enables date values to be derived or transformed from timestamp data type properties and allows timestamps to be compared to dates. Example: Validate whether last modified date is greater than end date. If so, throw a failure message. 30 © 2020 Oracle
Expressions: Integer and Float methods for Node Lists
Derived properties and custom validations New expression methods are available to
need the ability to calculate total values for return a list of Integer or Float
numeric properties from a node list. data type values from a node list such as
children, siblings, ancestors, and
For example, a custom validation which
locations. Additional methods are available
ensures that the total ownership percentage
on these integer/float lists to
for a list of child nodes equals 100%.
perform aggregate calculations. The
following methods can be used in an
expression:
• ToIntegerList
• ToFloatList
• Average
• Size
• Sum
31 © 2021 Oracle Corporation. All rights reserved.Use toIntegerList to validate Entity Ownership% across Locations
Example
%Ownership of C_131
exceeds 100% across entities
C_101 & C_102 resulting in a
validation error
32 © 2021 Oracle Corporation. All rights reserved.Access additional fields for Node Data Type Properties in Expressions • Expressions can access the following fields about nodes referenced in a Node data type property: - Dimension - Node Type - Node-level Defined Properties • Relationship properties and Node level properties which are configured to use inheritance or derived default values are not available for selection. • Expression logic can be defined based on the characteristics of a related node via a property association. This information is accessible for derived properties, custom validations, policy filters, subscription filters, and extract filters. 33 © 2021 Oracle Corporation. All rights reserved.
Import: Expand Allowed Values for Properties on Import The allowed values for properties used by an application need to be updated based on valid values coming from a source application during import. The Expand Allowed Values on Import option can be used to update the Allowed Values parameter for properties being imported. When this option is enabled, values coming from the import source which do not exist in the allowed values list for a property will be added to the list for use by the target application. This option is only available for imports using the Replace or Reset mode. 34 © 2021 Oracle Corporation. All rights reserved.
Extracts: Option to Exclude Implicit Shared Nodes Some external systems and processes expect only a single instance of each parent/child relationship from a hierarchy. Duplicate relationships can lead to errors or issues and should be avoided. The Exclude Implicit Shared Nodes option for extracts can be used to suppress the output of duplicate hierarchy relationships from the results of an extract operation. When this option is enabled, only a single instance of a parent/child relationship will be included in the output of an extract process. This option is only available for extracts using hierarchy viewpoints. 35 © 2021 Oracle Corporation. All rights reserved.
Extracts: Include specialty columns to output dynamic values by row
Specialty columns can be added to extracts
to output dynamic values which are
specific to a particular run of the extract.
Values for the specialty
columns are included on each row of the
extract file.
The following extract
specialty columns are available:
- Extract Run ID
- Extract Timestamp
- Inverted Level
- Record Number
- User Name
36 © 2021 Oracle Corporation. All rights reserved.Edit Name and Description in Property Inspector When the name and description of a property are not well defined on creation, they need to be changed to better accommodate requirements. Service administrators can now edit the Name and Description base parameters for a property in the property inspector Properties in the Core and CoreStats namespaces are reserved and cannot be renamed. If an overriding label or description was not previously specified for a viewpoint using the property, the new name and description values will be displayed for the property in the viewpoint. 37 © 2021 Oracle and its affiliates.
Expanded Job Results for Import, Export, and Extract APIs External programs which run imports, The following details have exports, and extracts using the REST API been added: need more information to properly orchestrate integration tasks and report - Start Time the results of integration processes. - End Time Job results for the Import, Export, and - Record Count Extract REST APIs now include additional - Run By User information for monitoring and audit - Connection Name purposes. - Source File Name (for imports only) 38 © 2021 Oracle Corporation. All rights reserved.
Specify Folder for EPM Cloud Global Connection and Extracts
This enables extracts to send
mapping files to a Data
Management inbox folder and
allows Universal applications
which manage dimensions for
Profitability and Cost Profitability &
Management applications to send Cost
Management
metadata files to the profitinbox.
A default folder can be defined for
Oracle EPM Cloud global
connections to send extract files
to specific directory paths in EPM
Cloud environments.
Extracts which use the EPM Cloud
global connections can use the
same default folder or specify
Data
their own folder if necessary. Management
39 © 2021 Oracle Corporation. All rights reserved.Redwood Experience as a Default UX Theme The Redwood theme is now a default standard for Oracle cloud applications Existing active environments are not impacted. You can switch to an alternate non-Redwood experience theme from the Appearance page in the Tools cluster. When performing migration tasks, the chosen theme will be exported to and imported from migration snapshot files. 40 © 2021 Oracle Corporation. All rights reserved.
Thank you Rahul Kamath
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