Public

Oracle Enterprise
Data Management
Cloud
What’s New in 21.12?
What’s Next?

Rahul Kamath
Product Management

1
Safe Harbor

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or functionality, and should not be relied upon in making purchasing decisions. The development,
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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.

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 Recent innovations

21.04 21.07 21.10 21.12

• Option to Enrich
• Application • Copy Viewpoint
via Approval • Application
Templates Extracts
Policy Block-out Settings
• Out-of-order • Update Existing
configuration • Incremental
request item Applications During
• Global Extracts
processing Template Import
connections for • Commit Policy Type
• BoundAncestors & • Work with
ERP & EPM Cloud • Compare specific
BoundLocations Hierarchies from
• REST API to properties across
collections Same Viewpoint on
download viewpoints
• Withdraw an Separate Tabs
transaction • Mark Combination
Approval • Save and Load
history Node Types
• Record count log Expressions from
• Custom
File
validations report

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What’s New in EDM Release 21.12

Application Templates Expression Builder Packaged Application Types

 Update Existing Applications  Additional Methods for String Lists in  Shared Member before Base
During Template Import Expressions Member Validation for EPM
Cloud modules
 Template Import Preview  Exclude Implicit Shares for Node Locations in
Expressions
 Enhanced Template Import
Results  Expressions Using Inherited and Derived User Experience
Properties for Node Data Type Properties
 Resize Table Columns on List
 Get Parents for Node Locations in Expressions Pages
Compare and Analyze
 IsEmpty Method for String, List, and Memo Data
 Work with Hierarchies from Types in Expressions
Same Viewpoint on Separate
Tabs  Locations for Node Data Type Properties in
Expressions
 Previous and Next Sibling for Node Object in
Extracts Expressions
 Copy Viewpoint Extracts  Reverse Method for Node Collections in
Expressions
 Save and Load Expressions Using Files
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Shared Member before Base Member Validation for EPM Cloud Modules

• New application validation available for Bound Dimensions in Planning,

Planning Modules and FCCS modules.
• Except for Attribute dimensions, as they do not use the Data
Storage property
• For both new and existing applications the “Shared Member before Base
Member” Validation will default to ‘Enabled’
• When the Validation is enabled all shared members (Date Storage =
Shared) that appear in the viewpoint before the Base Member (Data
Storage <> Shared) will be marked by the validation as failed
• Considerations:
• On requests, the base member is also marked if it was edited

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New application validation: Shared Member before Base Member
Design time: Validation setting Run-time: Validation Experience

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Enhanced Template Import Results
 See which objects were imported, status of each, and warnings/errors for objects that have them
 Summary count of each object in the imported template filtered by status: Success, Warning, Error
 Objects are identified by name & grouped by object type
Base Object Types Common Object Types
• Application • Views
• Application Connections • Viewpoints
• Dimensions • Subscriptions
• Bindings • Custom Validations
• Node Types • Policies
• Hierarchy Sets • Extracts
• Node Sets • Lookup Sets
• Properties • Global Connections

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New Template Import Preview Experience

Purpose:
• A template file can be previewed prior to import
into a target Enterprise Data Management
environment.
• Identify the artifacts in the template as well as
determine which are new, modified, unchanged,
or will be skipped by the import process.

Service administrators:
• Preview the contents of a template file
• Understand what changes are expected
• Browse skipped items include error messages
indicating items that require resolution
• Resolve any issues in source or target either
before or after import

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Update Existing Applications During Template Import
IMPORT
Target

Source

• Periodically, metadata changes to an • The template import process will create objects
EDM application in a source which do not already exist and modify existing
environment may need to be transferred objects in the target application.
to a target environment where the • Updates can be processed for both objects within
application already exists. the selected application as well as global objects
• For example, a new property is added to used by the application.
a node type and needs to be migrated • Objects archived or deleted in the source
from a Test environment to a environment will not be removed from the target
Production environment. environment.

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Template Import Results

• Success
• Warning
• Error Warning

Error Success

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Additional Methods for String Lists in Expressions

 Use Cases  New expression methods are available to

• Identify the position of a value
in an ordered list
• Determine common values between
two lists,
• Evaluate a list of values in the opposite
order.
 Examples
• Custom validation which checks
whether a value is the first item in a list,
• Custom validation which checks
whether a List data type property
contains multiple specified values.
evaluate and manipulate lists of string
values.
• IndexOf - returns the position of a string
in a list of strings
• Intersect - compares two string lists and
returns the values which exist in both
lists
• Reverse - returns a list of strings in the
reverse order

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Validation Example: Holding Company w/o subsidiaries must be the
first child, i.e., IndexOf(0), under Consolidated Holding Entity

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Reverse Method for Node Collections in Expressions

• Expressions may need to evaluate or return A Reverse method is available for Node Collections in
nodes in the reverse order to produce the expressions to reverse the order of nodes returned
proper result. from those collections. The following node collections
• Reverse method use cases may include the allow use of the Reverse method:
need to evaluate: • AllAncestors
• A list of ancestors from the • Ancestors
immediate parent to the top-level • BoundAncestors
ancestor • BoundLocations
• Children
• Finding the last sibling under a
• Locations
given parent. • Siblings

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 Reverse a List property like Country to flip order of access

• The only direct reference we had to-date was the

‘parent’ of a Node, not its ‘grandparent’
• Derive a Node List property ‘Country’ located two
levels above the Supplier in a Geo hierarchy
• Reverse ancestor list to pick the ancestor two levels up Country
State

Supplier
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Validate that each Entity starting w/ ‘C_3’ exists under primary and
alternate branches: Ancestors ‘C_300’ and ‘Europe’

• Validation to evaluate
whether an Entity in
Europe exists under
both primary and
alternate hierarchy
• Uses the ‘Intersect’ and
‘size’ method to
evaluate that a node
that starts with ‘C_3’
exists under both
‘C_300’ and ‘Europe’

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Exclude Implicit Shares for Node Locations in Expressions

 In some situations, it is necessary to evaluate or

return only node locations under unique parents
rather than all locations of a node in a viewpoint.
 For example, a node may exist in 3 locations in a
viewpoint but has the same parent in all of them.
 The Locations collection for the Node object
provides an optional argument to exclude
implicitly shared nodes from the returned list of
node instances.
 When the Exclude Implicit Shares argument is
set to True, only node instances under unique
parents are returned.
 Duplicate instances of a node under the same
parent are excluded from the returned list.
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Example: Identify unique parents of a node’s locations ‘excluding’ implicit shares

Expression returns a list of unique parent

names across all locations of the node
Returns 3 unique parents even
though OFS_Operating Expenses
exists in 8 distinct locations
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Locations for Node Data Type Properties in Expressions

• In certain circumstances, expressions need to

access relationship-based information for
associated nodes from other hierarchy node Node Data
sets. Type property
• A retailer may want to calculate the buyer
(employee) who owns the supplier relationship
for a product it sells through its stores
• This feature allows you to access relationship
level information for an associated node in a
different hierarchy node set, including parent
relationships, relationship level properties, and
inherited property values from each location of
an associated node in a related hierarchy set.

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Get Parents for Node Locations in Expressions

• For business logic which uses the locations of a

node in a hierarchy node set, sometimes it is
necessary to evaluate or return the parent of each
node instance.
• An example is a derived property which returns all
immediate parents for a given node in a viewpoint.
• The Locations collection for the Node object in an
expression includes parent information for each
location of a node in a hierarchy node set. This
enables you to identify
• the parent for each location as well as access other
information from a specific node location such as
relationship and inherited properties

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Example of accessing parents of a Node Data Type property’s Location
Node Data Type Property: Unit Manager
Validation: Store location matches Employee
Location at the ‘State’ level

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Expressions Using Inherited and Derived Properties for Node Data
Type Properties
Focal Reference
Node Set Node Set
• Some expressions need to access properties of
referenced nodes in different node sets which ABC Co. USA
may have inherited or derived values. Company Name Node Inherits
• For example, a custom validation which checks Cathy Fox Data CA ‘Region’
Type ‘CA’
an inherited Region property for a Sales Salesperson
Representative (Employee) node associated Cathy Fox property Jeff Reed
with a Customer node. Core.Name
Inherits
• Inherited and derived properties are now TX ‘Region’
accessible for associated nodes specified in TX ‘TX’
Region (Derived)
Node data type properties using an expression. Cathy Fox
• This new capability allows expressions to
reference inherited and derived values for
related nodes in other node sets associated
based on a Node Data Type property
Customer Employee
Dimension Dimension
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IsEmpty Method for String, List, and Memo Data Types in Expressions

• For data completeness, it is often

necessary to determine whether a
property or computed value is null or an
empty string.
• For instance , one may create a custom
validation which evaluates whether a
property has a value or not.
• An IsEmpty method is now available for
String, List, and Memo data types in an
expression to determine whether a value is
null or a defined blank value.
• This single method can perform both
checks rather than needing to do separate
checks for null and blank values.

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 Previous and Next Sibling for Node Object in Expressions
• To sync hierarchical structures with certain
applications like Peoplesoft and SAP, there may
be a need to identify or evaluate adjacent
siblings to a node in a hierarchy.
• An example is a derived property which returns
the previous sibling (or the next sibling) of the
current node to identify its relative position in a
sibling list.
• The Node object in an expression offers new
methods to provide access to previous and next
sibling information for a node in a hierarchy
viewpoint.
• The PreviousSibing method returns the sibling
node before the current node under a given
parent.
• The NextSibling method returns the sibling
node after the current node under the same
parent.
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 Save/Load
Save and Load Expressions Using Files expressions
to/from files

• Individual expressions frequently

need to be reused across EDM
environments
• An expression can now be saved to a
file and loaded from a file in the
expression builder.
• These operations are available for all
types of expressions including
derived properties, property
transformations, custom validations,
subscription filters, policy filters, and
extract filters.
• Only expression files generated by Downloads
the system can be loaded. .json file with
• Manually edited or handcrafted .json expression
files are not supported.

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Work with Hierarchies from Same Viewpoint on Separate Tabs

• A viewpoint can be used to maintain both

primary and alternate hierarchies
• Use the original and duplicate tabs to compare
or reconcile different hierarchies from the same
viewpoint side-by-side without having to create
a new viewpoint to do so
• Identify structural differences across these
branches using the comparison tool.
• Drag-and-drop nodes across viewpoint
instances to resolve differences between
hierarchies in the same viewpoint.
• You can remove duplicate viewpoint tabs once
they are no longer needed
• Alternately, they will be automatically removed
for you when the view is closed.

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Example: Compare Different Parts of the Same Hierarchy
Same hierarchy, Different Tabs. Compare primary and alternate hierarchy in the same viewpoint.

Compare
different
branches of
the same
hierarchy

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Restricted
Resize Table Columns on List Pages
• To optimize screen real estate, it may be
desirable to resize displayed columns in
order to view values whose length exceeds
the default width.
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• Columns can be manually resized in tables
displayed on listing pages in the user interface.
• You can individually expand or shrink the width of
displayed table columns to better view information
• Column size can be adjusted by dragging the table
header grid lines or specifying a numerical width.
Copy Viewpoint Extracts

• Copying an extract reduces the time and

effort to create similar extracts that vary
only with minor differences.
• As an example, one may create two
extracts which produce the same output
format but use different filters.
• Viewpoint extracts for a dimension can
be copied to create a new extract using
the same settings as the original extract.
• Once an extract has been copied, you
can modify the configuration of the new
extract as needed.

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EDM Cloud at a Glance: What’s New & What’s Coming
21.12: What’s New
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Q1 2022: What’s Next
• Update dimension objects during Template
Import
• Ability to export/import dimension-level
metadata via Templates
• Enable policies via application-level setting
• Trigger to add/delete/move items in
subscribing viewpoint based on update to
a Boolean/List property in source
viewpoint.
• Determine parent node type for calculated
parent in a subscription based on valid
child node types configured in target
hierarchy set
• Blend into existing hierarchies with merge
import filters for starting node
• Download Viewpoint Validation Results
• Node name uniqueness constraints across
application and dimension scopes
• EPM Task Manager support for Extracts
Q2 2022: What’s Planned
• End-to-end Financials Cloud Exports
• Time Labels: On-the-fly as-of versioning,
point-in-time viewpoints
• Expressions to support variable time
labels (e.g., Last month’s version)
• Saved profiles for comparison
• New Sequence data type
• Metadata Audit (Phase 1)
• Generational Extracts
• Reload request from attachment to
identify new items resulting from state
changes in target view
• Ensure that a newly added node is in one
or more bound viewpoints (dimension
inclusivity constraints)
• Viewpoint query on properties
• System options to prefix email
notifications with environment detail,
suppress notifications, etc.
• Leaf/limb node sorting
Q12022: Merge import starting node filter
Universal applications can merge a branch without dropping others

Import changes to Sales VP and its

descendants alone

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Q12022: Download viewpoint validation results
Download viewpoint validation results to MS Excel, fix issues and re-submit as a request

• Access validation results

offline for a selected
viewpoint via MS Excel
• Share validation results as
needed
• Make corrections in MS
Excel and load changes as
request items back into EDM

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Application Design Patterns

Nominate an Master Application as

Originating Application Front Door to Changes
App A is

Master
Front
Door

Subscription Application
Subscription Subscription Subscription

App A App B App C App A App B App C

Upside: Downside: Upside: Downside:

• No training required. • Each subscribing • Maintain in one place, • Dedicated master app
Business as usual. application does its own synchronize everywhere • Need to filter each hierarchy
• For the business, by the enrichment • Rationalized, conformed by consuming application
business • Similarities and differences data set • Don’t get application specific
• Agile, incremental are handled through peer- • Golden source validations in the master
approach to-peer comparison • May require IT involvement
• Onboarding new
applications is not
disruptive

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Q12022: Inclusion Property on Subscriptions
Selectively sync changes using a new subscription ‘property inclusion’ filter
Usage Pattern: Master Application
as front-door for all changes
• Use this filter, alongside Action, Top
Node and Node Condition, to
determine whether or not a node is
included in a subscription request
for the target viewpoint
• Use either an inclusion property or
an inclusion value to trigger
subscriptions based upon a Boolea n
or a list of values
• If the node does not already exist in
the target viewpoint, it is added or
inserted.
• When the Inclusion Property is set
to exclude a node, the node is
removed or deleted if it exists in the
target viewpoint. If it does not exist,
no request actions are generated fo r
the excluded node.
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Q12022: Request Lineage
Understand request provenance and the impact of subscriptions to visualize/monitor change impact
Request
Identifying Information
(Node) for selected node/link
Use Cases by Persona
• Administrator: Investigate
request progress
• Data manager: Monitor Viewpoint
subscription progress for large
requests Subscription
• Business user: View source (Link)
request (provenance)
information
Perspectives
• Source-centric: See the
downstream impact of a
change in source viewpoint on
subscribing viewpoints.
• Target-centric: Trace
provenance of a subscription
request to its originating
change request Monitor
request status
34 Copyright © 2021, Oracle and/or its affiliates For illustrative purposes only
 Q22022: Time Labels
On-the-fly as-of versioning, point-in-time viewpoints. Compare & report differences.
100
B
200
Today Accounts As of Today A
300
Current Version C
400

Last 100
B
Month Accounts as of Oct 2021 A 200
Last Month’s Version C 300

100
Last
Quarter Accounts as of Sep 2021 A 200
300
Last Quarter’s Version

Last Accounts as of Oct 2020 A

100
Year Last Year’s Version 200

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Q22022: Saved, Reusable Comparison Profiles
View owners can define compare profiles with node filter expressions for reuse by others

New compare
profiles

New Node filter

expression

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Thank you

Rahul Kamath