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February 14, 2019

What’s New in Oracle PBCS

Feb 2019

Steve Hitchman, Solution Director

Ahmed Hafez, Practice Manager

February 14, 2019

Agenda

✓Introduction

• What’s New

– Within PBCS

– Usage Innovations

• What’s Coming

• Q&A

February 14, 2019 3

Oracle Planning & Budgeting Cloud

Built on over 15

years of Product

Innovation

Customers in

all industry

sectors

Public Sector, Financial Services,

Higher Ed, Consumer Goods, Natural

Resources, Engineering, Retail,

Professional Services, High Tech

250,000+

End Users Globally – the

fastest growing Planning tool in

the world!

Available and

Supported Globally

24 X 7 X 365

Ranked No. 1

by Industry

Analysts for the

last 9 years

Customers to dateNo.1 & largest Planning solution in

the market

4,250+

February 14, 2019 4

Oracle EPM Cloud Platform

4

WEB

SOCIALMOBILE

COMMON USER EXPERIENCE

DATA, METADATA & APPLICATION MODELS

COMMON INFRASTRUCTURE

INTELLIGENCE & AUTOMATION

STANDARDIZED PUBLIC INTERFACES

EPM CLOUD PLATFORM

LINES OF BUSINESS

COLLABORATION MARKETPLACE

INTEGRATIONS

SELF SERVICEVISUALIZATION

SalesITHROperations

ENTERPRISE DATA MANAGEMENT

MANAGEMENT & REGULATORY REPORTING

ORACLE EPM CLOUD

FinanceMarketing

Shared Services Costing

Long Range Planning

Driver Based Planning

Financial Planning

Zero Based Budgeting

Account Reconciliation

Fin. Consolidation & Close

Tax Provision & Reporting

Transfer Pricing

February 14, 2019 5

February 14, 2019

Today’s Session

Live demo focus

New Features

Reminder on existing features

Tips and tricks

What’s coming

Mix of user and administrator

February 14, 2019 7

Monthly patch cycle

https://cloud.oracle.com/saas/

readiness?offering=planning-

and-budgeting

February 14, 2019

Agenda

• Introduction

• What’s New

✓ Within PBCS

– Usage Innovations

• What’s Coming

• Q&A

February 14, 2019 9

Users – New report feature – toggle PDF and html (Dec 18)

New option to switch

between the two display

formats seamlessly

February 14, 2019 10

Users – Improved display options for users in the browser (Nov 18)

Folder View Flat View

February 14, 2019 11

Users – Drill through wholly within Smartview

New sheet

pops up with

the transaction

details – its

fast

We’ve raised enhancement requests for

two things

1. A total

2. Data to come through in number

format not as text

February 14, 2019 12

Users – Dashboards into Smartview – Phase 1

Each of the forms that

underpin the dashboard

open in Smartview as a

separate sheet

Forms

DashboardsThis is what the user sees in

the browser – each of the 4

artefacts shown are

associated with a form

February 14, 2019 13

Users – Forms now supress zero rows or columns (as well as # missing)

Recently the option to

suppress rows with zeros to

forms (as well as # missing)

This is especially

relevant to

customers using

ASO technology

This is the new

option which can be

used in combination

with either suppress

missing columns or

rowsv

v

v

This is the new

option which can be

used in combination

with either suppress

missing columns or

rows

February 14, 2019 14

Admins – Task list now support use of dashboard artefacts

New option to include

Dashboards in Tasks Lists

We continue to recommend use of Task lists for

things like the month end roll over steps

Less relevant for user tasks given how good the

Navigation flow functionality is

February 14, 2019 15

Admins - New ASO Functions

Nov

18

@FilterDynamic(Dimension Name, Member

Name)

Removes all dynamic members from the list of members

@FilterShared(Dimension Name, Member

Name)

Removes all shared members from the list of members

@FilterSharedAndDynamic(Dimension Name,

Member Name)

Removes all dynamic and shared

members from the list of members

Jan 19 @List This function can be used in the Point of View of an Aggregate

Storage custom calculation or allocation.

New functions are added from time to time, recent additions are very relevant for those that

utilise ASO Plan Types

February 14, 2019 16

Reminder – User preference changes (18 09 → more to come)

Old

New

February 14, 2019 17

Reminder - Adoption of the New Browser Dimension Editor

Some bugs for Oracle to iron out here

Latest advise is during 2019 with at least 2 months notice to be provided

February 14, 2019

Agenda

• Introduction

• What’s New

– Within PBCS

✓ Usage Innovations

• What’s Coming

• Q&A

February 14, 2019 19

Admin – Defining what periods do and do not calculate

Jan Feb

Volume 10

Price 10

Revenue 100 100

Jan is an Actual

period. The $

100 shown is

sourced from the

GL and should

not be calculated

Feb is the 1st

planning period.

It hence should

be calculated as

shown

Script functions as follows

[[getStartMonth({bvar_Scenario_Select})]]

[[getEndMonth({bvar_Scenario_Select})]]

[[getStartYear({bvar_Scenario_Select})]]

[[getEndYear({bvar_Scenario_Select})]]

Use these dates to define all

aspects

1. Read access v write access

2. What calculates and what does

not

3. Copy Actual into Plan Scenario

range

4. Copy from one plan Scenario

to another

February 14, 2019 20

User FY19 FY20 FY21

Jan $ 10

Month

ly

Annual

Annual

Feb $ 10

Mar $ 10

Apr $ 10

May $ 10

Jun $ 10

Jul $ 10

Aug $ 10

Sep $ 10

Oct $ 10

Nov $ 10

Dec $ 10 $ 120 $ 120

Use Valid

Intersections

to define

Forms

respect

automatically

https://www.youtube.com/watch?v=9w3PQ76rncs

February 14, 2019 21

EPBCS

Enterprise PBCS (EPBCS) | PBCS

* Additional licensing cost applies

PBCS

Platform Extensions

• Groovy

• Hybrid Essbase

• Strategic Planning

Pre built functionality

• Workforce

• Projects

• Capital

• Financials

February 14, 2019 22

Admin – Triggering Data Maps from a Business Rule

SET DATAEXPORTOPTIONS {

DataExportLevel ALL;

DataExportDynamicCalc ON;

DataExportNonExistingBlocks OFF;

DataExportColFormat OFF;

DataExportColHeader "Measure";

DataExportDimHeader OFF;

DataExportRelationalFile OFF;

DataExportOverwriteFile ON;

DataExportDryRun OFF;

};

/* ==================================================================================

01. Trigger Process

================================================================================== */

VAR RunFlag;

FIX ("All_Assumptions", "Concept1", "COA_NA", "E_NA", "PEA_NA", "JV", "FY12", "Month", "BegBalance")

FIX ("Run_Load")

DATAEXPORT "File" "," "/u03/lcm/Trigger_BS_MAPS.txt" "NULL";

ENDFIX

"Run_Load_Flag" = 0;

LOOP (15000, RunFlag)

"Run_Load" (

RunFlag = "Run_Load_Flag";

IF ("Run_Load" == 1 )

"Run_Load" == 1;

ENDIF

)

ENDLOOP

ENDFIX

A data map allows us to

convert Smartlist valies into

Dimension which is very

helpful functionality

Oracle have not made

available the ability for

PBCS customers to

seamlessly run Data maps

unless you are a EPBCS in

which case you can do this

using Groovy scripting

We have

therefore come

up with an

innovation to

achieve the

desired result

User Runs Rule

Rule generates

text file

Rule instigates

EPM automate

process

February 14, 2019 23

A fresh look at approvals (Workflow)

https://www.youtube.com/watch?v=atS1s8OYpAE

February 14, 2019

Agenda

• Introduction

• What’s New

– Within PBCS

– Usage Innovations

✓What’s Coming

• Q&A

February 14, 2019 25

PBCS - Roadmap

February 14, 2019 26

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https://www.youtube.com/watch?v=aKWK-VSWXEg

February 14, 2019 30

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February 14, 2019 45

DXC Red Rock Leadership Forum - In Summary

• Biggest Oracle Partner

event in the Southern

Hemisphere

• Free to attend

• 5 streams including EPM

• EPM stream lead Matt

Bradley

February 14, 2019 46

Oracle’s ongoing investment into PBCS is vast

In Summary

Aim to send out the slides later today

For more information please reach out

Lots more to come

Ahmed’s blog – HyperionJedi.com

DXC Proprietary and Confidential

Thank You!