Oracle EPM June 2024 Updates
Photo by Tianyi Ma at Unsplash

Oracle EPM June 2024 Updates

This was a long wait for me. I was waiting for the June updates and it wasn't showing up. Finally, there are here. Here are a few that I love. And this is a pretty long post. So keep your coffe or tea or your favorite drink and enjoy!!

I am also including links to few new blog posts and videos that were published recently. Here is the link to Oracle's documentation about the June 24 Updates.

Spotlight Features

  • In Enterprise Data Management,?approval policies can be configured with the Management Hierarchy approval method to invite approvers based on a hierarchy of users defined in a Users type application.
  • In Planning, you can now collaborate with your colleagues more effectively and leverage the power of automated analysis with IPM Insights using tags.
  • ??Additionally, In the July (24.07) update of EPM Cloud, Oracle will automatically update all EPM Cloud environments that use a non-Redwood theme to the Redwood Experience. As a result, themes outside of the Redwood Experience will no longer be supported.
  • BIG NEWS!!! You are now able to upload a custom logo if you are using Redwood Theme

Let me know which one you like the most and why in the comments!!

Security and Access

Here are some interesting changes and enhancements to security in EPM.

Multiple Password Policies

You will have the option to create multiple password policies and assign them to various IDCS groups. Users belonging to a specific IDCS group adhere to the password policy designated for that group. This will satisfy the requirement for distinct password restrictions across different users, groups, and roles.

I think this is a welcome addition.

New Application Role - "Access Control - Manage"

A new application role, Access Control - Manage, will be available in EPM Cloud. Users with this role will have the following privileges:

  • Manage Groups
  • Assign roles to individual users
  • Assign roles to groups
  • Generate reports on user security

You don't need to have System Administrator role to manage security in EPM Cloud.

I wonder why the role is not named "Manage Access Control". Would have been easier to remember!!

New Versions of REST APIs

There will be a V2 version of the following REST APIs available in the June updates.

  • Role Assignment Report for Users
  • Role Assignment Report for Groups

What is the difference you may ask. Well, the REST API request is synchronous now, meaning, the REST API response will include the report content. You don't have to download a file later.

I hope the response is in JSON format. Will try this out and let you all know!!

Enhancements to Narrative Reporting Extension

When working with Narrative Reporting in Smart View, a new Search field in the Embed Contents dialog facilitates in locating content when the list of available content is long.

From Oracle Documentation
Make sure to update the Narrative Reporting Extensions for SmartView.

Collaborate with Users in IPM Insights

Now this is one update I am excited to check out. You can now collaborate with your colleagues more effectively and leverage the power of automated analysis with IPM Insights using tags.

  • Use # to tag insights with a custom label.
  • Use @ to tag a user or group.

Then, filter your Insights dashboard to see tagged insights. You add tags in the Comments box for an insight.

You can enter Tags in the comment box from the Insights Dashboards and/or Insights Details page. Here are a few images that might get you excited about this collaboration feature.

Insights Dashboard


Insights Details Page

I will make a video about this one for sure. Good job, Oracle!! Are you excited about this feature??

EDM Updates

There are a ton of EDM Updates in the June updates. I will let the experts Kate Helmer and Abhinav Anand share about those. But here is one that I wanted to highlight.

New Application Type for TRCS

Tax Reporting applications can be registered on the Applications page in EDM. Mapping bindings and viewpoints can also be created for Tax Reporting applications after registration.

Management Approval Hierarchies

Approval policies can be configured with the Management Hierarchy approval method to invite approvers based on a hierarchy of users defined in a Users type application. Users who are ancestors of the request owner in the management hierarchy are individually invited to approve their requests in a sequential manner.


Blogs and YT Videos

Here are a few blog posts or YT videos I have consumed during the last few weeks.

And Kate's latest blog post on ESG Reporting is on my reading list.

What blog posts did you read in the last few weeks? Let me know in the comments.


Other Updates

EPM Podcast

As promised, I have been working with my fellow Toronto EPM User Group admins to start a podcast on Oracle EPM. We should have the 1st episode out in June. I am looking forward to it. Watch out for a separate post about the Podcast. Shout out to Harsh Dave Fred Mamadjanov and Azmat Bhatti work with with me on this initiative.

We are planning to invite guests as well to future episodes.


I hope this edition of the Newsletter was useful to you. Please leave your comments.

Salman Khalid

Close, Consolidation & Reporting | Finance transformation

9 个月

Tristan Stuart-Hill Viraj Moghe interesting read. New Access control role created and some enhancements to Narrative reporting capabilities. Keep in mind when talking to clients.

sravan ganti

Solution Architect at Deloitte Canada Delivery Centre

9 个月

Thanks for sharing

Muthu Ranganathan

Intrapreneur | Product Management | #AI in Finance | Startup Mentor | Larger mission: Supporting people in realizing their dreams to grow and be successful

9 个月

Check out #Tags in IPM Insights, am sure you will love it, especially if you are a social media geek using @ & # often :)

Sirisha Grandhi

Senior Software Engineer at Euclid Innovations

9 个月

Good to know!

Abhinav Anand

Manager at Deloitte Canada- Oracle Enterprise Technology & Performance. EPBCS/FCCS/ARCS/EDMCS/NARRATIVE REPORTING

9 个月

Very helpful. Thanks for keeping us all updated

要查看或添加评论,请登录

Arun Raj的更多文章

  • A Closer Look at EPM February 2025 Updates

    A Closer Look at EPM February 2025 Updates

    Here is a closer look at few of the enhancements in the February 2025 EPM Updates. Let me know what you think about…

    3 条评论
  • Oracle EPM February (25.02) Updates

    Oracle EPM February (25.02) Updates

    I probably spilled the beans a bit this time around. The most exicting features were revealed earlier in one of my…

    1 条评论
  • Year 2024 Recap for EPM Updates

    Year 2024 Recap for EPM Updates

    Hey everyone. As 2024 is coming to an end and we are embracing 2025, here is a look back at some of the best EPM…

    2 条评论
  • EPM Monthly Updates Dec 2024

    EPM Monthly Updates Dec 2024

    It is finally that time of the month. We have the documentation available for the Oracle Cloud EPM December (24.

  • Hide Parameters in Oracle BI Publisher

    Hide Parameters in Oracle BI Publisher

    Here is a 2 min read to learn how to hide parameters in BI Publisher report. Why Hide Parameter(s) Let's first try to…

  • Invoke EPM Pipeline from a Pipeline

    Invoke EPM Pipeline from a Pipeline

    This is a common question I get aksed numerous times. Hey Arun, Is it possible to invoke a pipeline from a pipeline?…

    2 条评论
  • Oracle EPM August 2024 (24.08) Updates

    Oracle EPM August 2024 (24.08) Updates

    Hello family. I know this is a bit late.

    5 条评论
  • Improved Role Assignment Report REST API

    Improved Role Assignment Report REST API

    As part of the June 2024 updates, there were enhancements to the Role Assignment Report REST APIs. The updates were for…

    2 条评论
  • EPM July 2024 (24.07) Updates

    EPM July 2024 (24.07) Updates

    There aren't a lot of updates this time around. However, there are some important ones.

    3 条评论
  • Import Data EPM REST API Enhancements

    Import Data EPM REST API Enhancements

    In my previous article, I introduced you all to the enhancements that Oracle added to the "Export Data" REST API…

    2 条评论

社区洞察

其他会员也浏览了