News and Insights

We are a forward-thinking, innovative organization because of our incredibly intelligent teams. ProCore believe in investing in our clients and the EPM community through internal innovations, blogging, case studies and tips. The purpose of these initiatives is to provide guidance from leaders in the field to help our clients extend the success of their solution.

Smart View and Flex Forms

A good reason to update to at least the 11.1.2.5.900 version of Smart View is the Enhanced Free-Form Support. This new feature is only available within Smart View and allows you to customize the row members within a form. Having the ability to delete, insert and reorder members within a form can be helpful when using large forms. Using an Enhanced Free-Form also allows you to sort and filter members using native Excel functionality.

Do you have EPM Automate running for you automated EPM Processes? A good rule of thumb is to make sure and add an “Upgrade” process to your first step. Oracle will on occasion create updates to this utility and with a simple command of “EPMAutomate upgrade” you can ensure that your utility is up to date. If you’re version of EPM Automate is up to date, then nothing will happen and it’ll move forward to the next process.

If you ever struggle with the traditional Calc Scripts of Essbase in the Oracle EPM Cloud suite spend some time looking at the Custom Defined Functions such as @CalcMgr and @CalcMgrExcel. Often times these calculations are overlooked by traditional implementations because of the lack of literature and examples of them. However, these functions are perfect for complex date logic when date fields are used in EPBCS or any of the EPM tools. They can help identify entered day, month, or year, calculate differences in time, tell you the current date and even account for leap years. So the next time you’re struggling with date logic consider these calculation functions.

Let’s Move to Hybrid

In June 2019 Oracle opened up the ability to use Hybrid BSO for EPBCS allowing organizations to drastically reduce calculation times, application size and improve overall performance. Learn how you can take advantage of Hybrid today!

Recently Oracle introduced new functionality to allow Drill-Through to the Data Management Landing Page from PBCS Data Forms and Smart View Ad-hoc to Excel. Previously, the only option was to the web browser. The functionality is available via the Options Ribbon, Advanced tab. The setting is called “Drill-Through Launch” and you can either force it to Excel by selecting “In New Sheet” or have it prompt you by selecting “Prompt Me to Choose Target”. Personally, I like the second option because your not forced into one option. You can choose the “In Web Browser” if you want to check the drill to source or check mapping details or Excel if you want to do Excel analysis on the detail values.