Oracle PBCS June release updates

Per Oracle’s RCD for June 2016, the Oracle PBCS release is expected to have the following updates. Some of these updates are a huge improvement over the current version.

New User Interface: A new feature that allows current customers to switch the default user interface for all end users to the improved Simplified Interface.

Smart View release 11.1.2.5.600: This release contains new features such as support for attribute calculation across planning dimensions, attribute based dynamic filtering of forms, and support for duplicate aliases.

Change in Component Names: Application Management will now be called ‘Migration’ and Data Management will now be called ‘Integrations’

Enterprise Planning and Budget Cloud Service (EPBCS) will now be available with this release

Key enhancements to the Simplified Interface:

  • Ability to create editable dashboards that allow users to create dashboards that include editable forms and ad hoc grids
  • Home page shortcuts to display system announcements, short cuts to open tasks and favorites
  • Forms, task lists and reports can be viewed in either a list or hierarchical views
  • Cell level action menus such as comments and document attachments can be accessed using a right-click menu.
  • Navigation flows that allow the user to create customizable navigation flows for groups of users
  • The much awaited support for attribute dimensions. You can now use an attribute dimension as a dimension, as a filter in forms and reports, and within ad hoc grids.
  • Administrators can use artifact labels to customize artifact names and descriptions based on the user’s browser locale. For example, if you create a form, you can have the form name displayed in the language of the user.
  • Simplified currency feature which avoids the use of HSP_Rates dimension and adds a Currency dimension with exchange rates stored in the Account dimension.
  • Smart list dynamic sync with dimension hierarchies with ability to create smart lists based on dimension hierarchies. This dynamically updates smart list values based on member updates. These smart lists are tied to member names using member alias representation by smart list ID.
  • Sync scenario time range with form display. Form grid display can be tied to the start and end period for the respective scenarios on display. When the new grid level form property is checked, the time periods outside of the scenario time period range are suppressed.
  • New Clear cube feature. A new action menu in the console allows customers to clear specific areas within both input and reporting cubes. For ASO reporting cubes, a partial clear allows the use of MDX expressions to identify areas of the cube to clear. Clear Cube jobs can be scheduled as jobs using the job scheduler.
  • Data maps from any dense dimension: Ability to pick any of the dense dimensions with smart list associated to be mapped against a dimension in the target cube.
  • Drill from shared members on a form: Users can now drill on shared members to get to the children of the base member. For example if member Gross Profit has children and Gross Profit is also a shared member in another hierarchy, the user can drill into Gross Profit (shared) when used in a form to see children of Gross Profit.
  • Specifying ranges within substitution variables: You can now specify range values when defining substitution variables, for example, FY16:FY18
  • Ability to hide form save confirmation messages
  • Duplicate aliases: Aliases can now contain the same name within an alias table and across alias tables. Note that member name still need to be unique. Aliases can now also have a) The same name as a member b) The same alias on members that are parent and child. c) The same alias on members that are parent and child.
  • Application Access Control: Service Administrators can use the Access Control feature from the Console to assign additional application-level access by provisioning users and Native Directory groups with application-specific roles. For instance, a Planner in the service can now be assigned the Approvals Administrator role to enable the user to perform approvals-related activities
  • All migration functionality has been moved to the Console tab, accessed from the Home page.

Key enhancements to Calculation Manager:

  • Metadata loop components enable you to assign a value to multiple members. Starting in this update, you can use either a function (Metadata) or a start and end value (Fixed). Previously, you could only use four functions in the metadata loop. In this release, you can use most member set functions.
  • New and revised system templates
  • Ability to add a warning or an error to a step using validation conditions
  • Ability to create a new variable anywhere that the Variable Selector is available.
  • Member type variables include option to select attribute dimension names
  • New condition builder to help you build conditions when debugging rules
  • Log messages available after log off. You can now see the Log Message tab even if you are logged off of Calculation Manager.
  • Partial clear of ASO database. You can use the Member Selector dialog box to create MDX syntax and validation before running a partial clear.

New Custom defined Functions:

New Bitwise Functions

  • @CalcMgrBitAnd – Performs a bitwise AND operation, which compares each bit of the first operand to the corresponding bit of the second operand. If both bits are 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.
  • @CalcMgrBitOR – Performs a bitwise OR operation, which compares each bit of the first operand to the corresponding bit of the second operand. If either bit is 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.
  • @CalcMgrBitExOR – Performs an exclusive bitwise OR operation, which compares each bit of the first operand to the corresponding bit of the second operand. If either bit is 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.
  • @CalcMgrBitExBoolOR – Performs an exclusive boolean bitwise OR operation.
  • @CalcMgrBitCompliment – Performs a unary bitwise complement, which reverses each bit.
  • @CalcMgrBitShiftLeft – Performs a signed left shift.
  • @CalcMgrBitShiftRight – Performs a signed right shift.
  • @CalcMgrBitUnsignedShiftRight – Performs an unsigned right shift

New Counter Functions

  • @CalcMgrCounterClearAll – Removes all keys and values from the counter
  • @CalcMgrCounterClearKey – Removes the value from the counter associated with the key
  • @CalcMgrCounterDecrement – Decrements the value in the counter based on the key. If the key is not found, a value of zero is set for the key
  • @CalcMgrCounterDecrementKey – Decrements the value in the counter based on the key. If the key is not found, a value of zero is set for the key
  • @CalcMgrCounterGetKeyNumber – Returns the text found in the counter based on the key. If the key is not found, missing value is returned.
  • @CalcMgrCounterGetKeyText – Returns the text found in the counter based on the key. If the key is not found, missing value is returned.
  • @CalcMgrCounterGetNumber – Returns the number from the counter specified by the key. If the key is not found or the value is not a number, missing value is returned.
  • @CalcMgrCounterGetText – Returns the text found in the counter based on the key. If the key is not found, missing value is returned.
  • @CalcMgrCounterIncrement – Increment the value in the counter specified by the key
  • @CalcMgrCounterIncrementKey – Increments the value in the counter based on the key. If the key is not found, a value of zero is set for the key

New Date/Time Functions

  • @CalcMgrExcelToDate – Converts an Excel date to YYYYMMDD format.
  • @CalcMgrExcelToDateTime – Converts an Excel date to YYYYMMDDHHMMSS format.
  • @CalcMgrGetStringFormattedDateTime – Converts the date defined by format to date in the YYYYMMddHHmmss format. For example: @CalcMgrGetFormattedDate (12302014,MMDDYYYYHHmm) returns 201412301430.
  • @CalcMgrDateToExcel – Converts a date in YYYYMMDD format to an Excel date
  • @CalcMgrDateTimeToExcel – Converts a date in YYYYMMDDHHMMSS format to an Excel date
  • @CalcMgrRollDay – Roll the day up or down to the date which is in the YYYYMMDD format
  • @CalcMgrRollDate – Adds or subtracts (up or down) a single unit of time on the given date field without changing larger fields. For example, @CalcMgrRollDate (19960131,"month", “day”; ,@_true) results in the date of 19960229, and @CalcMgrRollDate(19960131,”day”;,@_true) results in the date of 19960101. Possible values of date_part are: day, month, week and year.
  • @CalcMgrRollMonth – Roll the month up or down to the date which is in the YYYYMMDD format.
  • @CalcMgrRollYear – Roll the year up or down to the date which is in the YYYYMMDD format.

New Financial Functions

  • @CalcMgrExcelACCRINT – Returns the accrued interest for a security that pays periodic interest
  • @CalcMgrExcelACCRINTM – Returns the accrued interest for a security that pays interest at maturity
  • @CalcMgrExcelAMORDEGRC – Returns the depreciation for each accounting period by using a depreciation coefficient
  • @CalcMgrExcelAMORLINC – Returns the depreciation for each accounting period
  • @CalcMgrExcelCOUPDAYBS – Returns the number of days from the beginning of the coupon period to the settlement date
  • @CalcMgrExcelCOUPDAYS – Returns the number of days in the coupon period that contains the settlement date
  • @CalcMgrExcelCOUPDAYSNC – Returns the number of days from the settlement date to the next coupon date
  • @CalcMgrExcelCOUPNCD – Returns a number that represents the next coupon date after the settlement date
  • @CalcMgrExcelCOUPNUM – Returns the number of coupons payable between the settlement date and maturity date, rounded up to the nearest whole coupon
  • @CalcMgrExcelCOUPPCD – Returns a number that represents the previous coupon date before the settlement date
  • @CalcMgrExcelCUMIPMT – Returns the cumulative interest paid on a loan between start_period and end_period
  • @CalcMgrExcelCUMPRINC – Returns the cumulative principal paid on a loan between the start period and the end period
  • @CalcMgrExcelDB – Returns the depreciation of an asset for a specified period using the fixed-declining balance method
  • @CalcMgrExcelDDB – Returns the depreciation of an asset for a specified period using the double-declining balance method or some other method you specify
  • @CalcMgrExcelDISC – Returns the discount rate for a security
  • @CalcMgrExcelDOLLARDE – Converts a dollar price expressed as an integer part and a fraction part, such as 1.02, into a dollar price expressed as a decimal number. Fractional dollar numbers are sometimes used for security prices.
  • @CalcMgrExcelDOLLARFR – Converts a dollar price, expressed as a decimal number, into a dollar price, expressed as a fraction
  • @CalcMgrExcelDURATION – Returns the annual duration of a security with periodic interest payments
  • @CalcMgrExcelEFFECT – Returns the effective annual interest rate
  • @CalcMgrExcelFV – Returns the future value of an investment
  • @CalcMgrExcelFVSCHEDULE – Returns the future value of an initial principal after applying a series of compound interest rates
  • @CalcMgrExcelINTRATE – Returns the interest rate for a fully invested security
  • @CalcMgrExcelIPMT – Returns the interest payment for a given period for an investment based on periodic, constant payments and a constant interest rate
  • @CalcMgrExcelIRR – Returns the internal rate of return for a series of cash flows
  • @CalcMgrExcelISPMT – Calculates the interest paid during a specific period of an investment
  • @CalcMgrExcelMDURATION – Returns the Macauley modified duration for a security with an assumed par value of $100
  • @CalcMgrExcelMIRR – Returns the internal rate of return where positive and negative cash flows are financed at different rates
  • @CalcMgrExcelNOMINAL – Returns the annual nominal interest rate
  • @CalcMgrExcelNPER – Returns the number of periods for an investment
  • @CalcMgrExcelNPV – Returns the net present value of an investment based on a series of periodic cash flows and a discount rate
  • @CalcMgrExcelPMT – Returns the periodic payment for an annuity
  • @CalcMgrExcelPPMT – Returns the payment on the principal for a given period for an investment based on periodic, constant payments and a constant interest rate
  • @CalcMgrExcelPRICE – Returns the price per $100 face value of a security that pays periodic interest
  • @CalcMgrExcelPRICEDISC – Returns the price per $100 face value of a discounted security
  • @CalcMgrExcelPRICEMAT – Returns the price per $100 face value of a security that pays interest at maturity
  • @CalcMgrExcelPV – Returns the present value of an investment
  • @CalcMgrExcelRATE – Returns the interest rate per period of an annuity
  • @CalcMgrExcelRECEIVED – Returns the amount received at maturity for a fully invested security
  • @CalcMgrExcelSLN – Returns the straight-line depreciation of an asset for one period
  • @CalcMgrExcelSYD – Returns the sum-of-years’ digits depreciation of an asset for a specified period
  • @CalcMgrExcelTBILLEQ – Returns the bond-equivalent yield for a Treasury bill
  • @CalcMgrExcelTBILLPRICE – Returns the price per $100 face value for a Treasury bill
  • @CalcMgrExcelTBILLYIELD – Returns the yield for a Treasury bill
  • @CalcMgrExcelXIRR – Returns the internal rate of return for a schedule of cash flows that is not necessarily periodic
  • @CalcMgrExcelXNPV – Returns the net present value for a schedule of cash flows that is not necessarily periodic
  • @CalcMgrExcelYIELD – Returns the yield on a security that pays periodic interest
  • @CalcMgrExcelYIELDDISC – Returns the annual yield for a discounted security; for example, a Treasury bill
  • @CalcMgrExcelYIELDMAT – Returns the annual yield of a security that pays interest at maturity

New Math Functions

  • @CalcMgrExcelCEILING – Rounds a number up (away from zero) to the nearest integer or to the nearest multiple of significance
  • @CalcMgrExcelCOMBIN – Returns the number of combinations for a given number of objects
  • @CalcMgrExcelEVEN – Rounds a number up to the nearest even integer
  • @CalcMgrExcelFACT – Returns the factorial of a number
  • @CalcMgrExcelFACTDOUBLE – Returns the double factorial of a number
  • @CalcMgrExcelFLOOR – Rounds a number down, toward zero
  • @CalcMgrExcelGCD – Returns the greatest common divisor
  • @CalcMgrExcelLCM – Returns the least common multiple
  • @CalcMgrExcelMROUND – Rounds a number to a specified number of digits
  • @CalcMgrExcelMULTINOMIAL – Returns the multi-nominal of a set of numbers
  • @CalcMgrExcelODD – Rounds a number up to the nearest odd integer
  • @CalcMgrExcelPOWER – Returns the result of a number raised to a power
  • @CalcMgrExcelPRODUCT – Multiplies its arguments
  • @CalcMgrExcelROUNDDOWN – Rounds a number down, towards zero
  • @CalcMgrExcelROUNDUP – Rounds a number up, away from zero
  • @CalcMgrExcelSQRT – Returns a positive square root
  • @CalcMgrExcelSQRTPI – Returns the square root of (number * pi)
  • @CalcMgrExcelSUMSQ – Returns the sum of the squares of the arguments
  • @CalcMgrExcelSUMPRODUCT – Returns the sum of the products of corresponding array components

 New Statistical Functions

  • @CalcMgrExcelAVEDEV – Returns the average of the absolute deviations of data points from their mean
  • @CalcMgrExcelDEVSQ – Returns the sum of squares of deviations
  • @CalcMgrExcelLARGE – Returns the nth highest number
  • @CalcMgrExcelMEDIAN – Returns the median of the given numbers
  • @CalcMgrExcelSMALL – Returns the nth smallest number
  • @CalcMgrExcelSTDEV- Estimates standard deviation based on a sample
  • @CalcMgrExcelVAR – Estimates variance based on a sample
  • @CalcMgrExcelVARP – Estimates variance based on the entire population

New String Functions

  • @CalcMgrFindFirst – Find the first substring of this string that matches the given regular expression.
  • @CalcMgrFindLast – Find the last substring of this string that matches the given regular expression.
  • @CalcMgrMatches – Returns true, if the first substring of this string that matches the given regular expression. For regular expression, see ”java.util.regex.Pattern” in the Java docs.
  • @CalcMgrMessageFormat – Creates a string with the given pattern and uses it to format the given arguments.
  • @CalcMgrStartsWith – Tests if this string starts with the specified prefix

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