Thursday, June 4, 2020

FCCS Smart View - showing both label and alias/description

I haven't done a blog post in a while so it's past time for one. And after reading this and seeing my previous post, I am glad there is continuity.

Let me start by saying I'm liking FCC. It's the next evolutionary step in Oracle consolidation just like HFM was an evolutionary step above and beyond Hyperion Enterprise. But sometimes with these processes there is a step back. And yes, there are bits of Enterprise that were never replicated in HFM and are still missed to this day. This post describes one area like this, offers a workaround, and asks for a favor.

For HFM users, and this was true for Enterprise, when you used the spreadsheet add-in of the day to do ad hoc analysis you had a choice something like this. Ignore Indentation and Ancestor Position - they are headings for other fields that are hidden by the expanded dropdown.

So when you're in an ad hoc grid you can choose to see the member labels, member descriptions, or both. Both would look like 100 - Petty Cash.

When using Smart View with FCC or Planning, the same dropdown has different selections.

Both of these are versions of the member label. To see the alias or description, there is a second button that appears on the ribbon called Change Alias.

With these options, choosing None will show the labels and choosing one of the aliases (this application only has one called Default) would show the alias instead.

THERE IS NOT AN OPTION TO SHOW BOTH. And this is the departure from HFM, etc.

So, here's the solution. Note this wasn't my idea but was proferred and confirmed by people smarter than me in these areas. Create another alias and populate it with the combination of label and the regular alias. Users can choose that as they desire. You can also use it for reporting if you want. The downside is you have two fields to maintain instead of just one. If you are using EDM, DRM, or other metadata management tool, then you can use a formula to calculate this field. Regardless of how you do it, just watch the overall length though.

Now, the favor. There is something you can do. If you read the previous post on this blog, it describes how to go to Oracle Cloud Customer Connect and submit and like ideas. Someone already created an idea for this topic. So here's the favor: if you agree, please log into CCC and like this idea. Here's the link. I have seen ideas that get liked in this fashion make it to the product, so it is not a pointless exercise. Guaranteed, no, but not pointless.

I think FCC is great, but I do miss the simple things in life sometimes.

Tuesday, March 10, 2020

Cloud Customer Connect - Liking Ideas

Hopefully all Oracle cloud customers know about this topic, but maybe not. There is an Oracle website,, where users can post forum questions and submit enhancement requests (they're called ideas). Oracle staff regularly review the items on CCC and comment. Also, there are webcasts announced via CCC on new product features and other items and the replays of these webcasts are also available.

All of that is good, but there is a feature that doesn't seem to get used all that often. Submitting an idea is good, but it is helpful if others review the idea and like/dislike it. If something is important to all users, then all users should weigh in which would raise the importance of the idea in Oracle's eyes.

For example, I searched this morning for an idea and didn't find it, so I created the idea.

In case you're wondering, yes, you can drill down on shared members in forms but not via Smart View ad hoc or Financial Reporting expansions, both of which are used much more than forms.

If this idea (or any idea that's out there) is important to you, click the green circle with the thumbs up. You're presented with a comment box so you can easily explain why this is important to you. You can also just cancel out of the comment box if you don't wish to leave a comment.

Note you can only like/dislike three ideas within a minute, so go slow and don't get click happy.

If ideas are not supported, then there is a perception that the idea has little importance to the users at large. Oracle reviews the ideas and categorizes them. For example, this idea from 2018 has been tagged as planned. This is also one of the most liked ideas in the FCCS arena, so if only 25 people are weighing in there is a lot of room for improvement in participation.

So, in summary, go to, use the forum and the webcasts, but also do two things: (a) submit ideas and (b) weigh in on other ideas. Or, to use another term that's popular in the USA periodically, go vote!

P.S. While you're in CCC, if you want to support my idea at the top about drilling down on shared members, it would be much appreciated!!!! Here's the link:

Wednesday, December 18, 2019

HFM 11.2 - New Features!

The on-premise Oracle EPM product suite was upgraded today to release 11.2. This long awaited release is primarily a technical upgrade for a lot of back end technology. That all said, there are two new HFM features.

First, in Task Audit, there are additional tasks that are now logged.

  • Journal Period Opened
  • Journal Period Closed
  • Data Locked
  • Data Unlocked

The data lock/unlock tasks also include the point of view being acted upon. It's not clear but I'm hoping the journal scenario/year/period is also captured.

Second, there are two new configuration settings related to calculations.

  • MaxNumConcurrentCalculations - sets the number of concurrent calcs allowed per server per application. The default is 8.
  • ConcurrentCalculationWaitTimeInSecond - If the max above is reached and someone then starts another calc, this setting controls how long they wait before the calc times out. If a calc times out, then a message is entered in the system log with the point of view details. The default is 30 seconds. By setting the value to -1, the system will wait indefinitely until another calc finishes.

I've lived without these two features but I can understand and appreciate their usefulness. Looking forward to seeing what else is included with version 11.2.

Wednesday, November 27, 2019

FCCS - calculating rolling x number of periods

A common type of financial calculation involves a rolling x number of month calculation, like a rolling 12 month net income. In HFM, there were functions and keywords we could use. There are different ways of writing the calculation, but most likely one of these:

HS.Exp "A#R12_NetIncome = A#Net Income.W#Periodic.P#CUR + A#Net Income.W#Periodic.P#CUR-1 + A#Net Income.W#Periodic.P#CUR-2 + A#Net Income.W#Periodic.P#CUR-3 + A#Net Income.W#Periodic.P#CUR-4 + A#Net Income.W#Periodic.P#CUR-5 + A#Net Income.W#Periodic.P#CUR-6 + A#Net Income.W#Periodic.P#CUR-7 + A#Net Income.W#Periodic.P#CUR-8 + A#Net Income.W#Periodic.P#CUR-9 + A#Net Income.W#Periodic.P#CUR-10 + A#Net Income.W#Periodic.P#CUR-11"

OR (assuming a December year end):

HS.Exp "A#R12_NetIncome = A#Net Income.W#YTD + A#Net Income.W#YTD.Y#PRIOR.P#Dec - A#Net Income.W#YTD.Y#PRIOR"

If only a three month rolling amount was needed, use the first approach and just stop after P#CUR-2.

In FCCS, a member formula is a good way to write the calculation (as compared to an insertion rule), but for us HFM converts, how? Essbase has a long list of functions, many of which work just fine with FCCS. The functions we want to look at now are @PRIOR, @RELATIVE, and @CURRMBR. Here are the definitions from Oracle's help website.

@PRIOR - "Returns the nth previous cell member from mbrName, in the sequence XrangeList. All other dimensions assume the same members as the current member. @PRIOR works only within the designated range, and with level 0 members."

@RELATIVE - "Returns all members at the specified generation or level that are above or below the specified member in the database outline."

@CURRMBR - "Returns the member that is currently being calculated in the specified dimension (dimName). This function can be used as a parameter of another function, where that parameter is a single member or a list of members."

So, how do we use these? I don't claim to be the best calc script writer (far from it), but these approaches work for me. For the rolling three month calc, I use this (again, assuming December year end):


"FCCS_Net Income"->"FCCS_Periodic" + @PRIOR("FCCS_Net Income"->"FCCS_Periodic"->"Dec",1,@RELATIVE("Years",0)) + @PRIOR("FCCS_Net Income"->"FCCS_Periodic"->"Nov",1,@RELATIVE("Years",0));


"FCCS_Net Income"->"FCCS_Periodic" + @PRIOR("FCCS_Net Income"->"FCCS_Periodic", 1) + @PRIOR("FCCS_Net Income"->"FCCS_Periodic"->"Dec",1,@RELATIVE("Years",0));


"FCCS_Net Income"->"FCCS_Periodic" + @PRIOR("FCCS_Net Income"->"FCCS_Periodic", 1) + @PRIOR("FCCS_Net Income"->"FCCS_Periodic", 2);


Starting with the ELSE part first, the formula gets the current periodic amount and then uses the @PRIOR function to get the first prior and then the second prior month data. This will only work for March to December, though, as the @PRIOR function doesn't wrap around the year like HFM does. So, use the IF or ELSEIF to check for Jan and Feb and for the prior year data points, use the @RELATIVE function within the @PRIOR function to pull from the prior year.

For the rolling 12 month calculation, the above technique could be extended to cover 12 months, but as with the HFM formulas above there is a more elegant way.

"FCCS_Net Income"->"FCCS_YTD" + @PRIOR("FCCS_Net Income"->"FCCS_YTD"->"Dec",1,@RELATIVE("Years",0)) - @PRIOR("FCCS_Net Income"->"FCCS_YTD"->@CURRMBR(Period),1,@RELATIVE("Years",0));

This formula pulls the current month YTD value, adds the prior year December YTD value, and then subtracts the current month, prior year YTD value. The @CURRMBR function is inserting the current month being calculated into the dimension reference for the @PRIOR function. As I type this I'm not sure if this is needed, but as seems to be working I'm leaving it alone.

In closing, Essbase has been around since the early 1990s, so there has been plenty of time to figure out the functions that are needed - us HFM converts just need to learn!

Monday, October 28, 2019

FCCS - Metadata out of sync

It's really rare that this happens, but it happened to me so I wanted to share it with everyone in case someone else runs into it and you'll know what's going on. First, check out this screenshot from the data status grid.

The first two rows are level zero / base level members. For this post ignore row two. The third row is the parent. The fourth row is the parent's parent (in this case it is FCCS_Total Geography). Note that the first row shows a data status of impacted, the third row shows no data, and the fourth row shows OK. With the first row being impacted, the third and fourth rows should be impacted as well, but they're not. If the fourth row is OK, then the first and third rows should be OK too, but they're not.

Talked with someone at Oracle and it turns out this happens if the metadata in Essbase gets out of sync with the metadata in the relational database. Again, really rare. There isn't anything that an administrator can do to correct this: force consolidate, refresh database, reset service, etc. do not address this (I tried). The only options are to (a) get Oracle involved or (b) rebuild the app.

Fortunately, it sounds like this problem will be addressed soon (I make no guarantees on the if and when). In the meantime, should you see this situation, now you'll know.

Saturday, June 1, 2019

Archiving FCCS Environment Versions

Hi. It's been a while since I've last posted, but I'm back on track talking about some great changes with the June 2019 update.

First, the product gets a rename to just Financial Consolidation and Close. I'll still use FCCS below, at least for now.

Along with the usual updates, a huge area has been addressed. One of the questions that has repeatedly come up with FCCS is how to archive and access different versions of an application. In HFM, it was simple - just make a copy of the application. As long as you had enough database space, you could make as many copies as you wanted. And some customers did: 2016 year end, 2017 year end, before major acquisition, after major acquisition, etc. So, in FCCS, what can you do?

Up until June, the choice was pretty limited. You save your artifact snapshot (basically the whole environment in a zip file). But, you can't import the snapshot from a year ago as they have to be kept "fresh," meaning you can go back one software version but not further. You could keep the different snapshots and each month load them into test and re-extract them, but that's a big pain, particularly as you start storing more and more snapshots. And if disk space is a worry, then you would have to upload, import, extract, download, and delete; again, more pain. Although in fairness EPM Automate would be helpful here. And all of this would have to happen in coordination with the monthly update cadence, testing for the updates, testing for any development work, etc.

You could always license more environments, but with the 10 user minimum for a three year commitment that would get pricey for the occasional day of use when it's needed.

So, what's changing? There are two changes coming as discussed in the June 2019 update documentation located at:

The first change is the availability of a script that updates the stored snapshots to the current release. The script will take the stored snapshots and update them to the current software version. The script does the update without having to import and then recreate the snapshot: much more elegant. The script should be run monthly in production after the monthly update. Find the details on this page:

The second change revolves around environment licensing changes. With the licensing change, Oracle is making it easier to get more environments, even with low user counts. Users need the current production environment and last year's ending environment both available at all times? No problem! At a very high level summary, you pay for each user once and then set up FCCS, Planning, Account Reconciliation, etc. There are three licensing levels with some differences. If you have the Standard license level, you basically create as many FCCS applications as you want for an additional fee for each one. If you have the Enterprise license level, there is no additional charge. Go to for more information. Also see the bottom of this post for a link to Opal Alapat's excellent description.

Beyond archiving, the June update has more fun stuff. Near and dear to me, as I use an Apple computer, is Smart View for Mac! Right now it's forms and ad hoc with functions to come later. There's also a new feature in Data Management to export data directly to a file without creating a custom application.

Also want to say that I hope everyone is going to Kscope19 in Seattle ( Lots of cool presentations going on this year, including yours truly talking about intercompany eliminations and hands on sessions with FCCS and Narrative Reporting (formerly EPRCS).


Continue your educational journey by "hopping" over to the following posts to find out more about specific product updates, as well as gain different partner perspectives on the licensing, naming, and consolidation changes. Thanks to Oracle Ace Director Opal Alapat for setting this up. And if you came to my blog from someone else's blog, thanks for stopping by and hope you come back!

Opal Alapat gives an overview of the June 2019 Oracle EPM Cloud blog hop, as well as details on the product name changes, product consolidations, and new licensing:

Jun Zhang does a comprehensive summary of the June updates by product:

Jay Chapman covers the notable EPRCS (now called Narrative Reporting) June updates:

Pete Nitschke discuses the Planning Cloud June updates in more detail:

Kate Helmer summarizes important EDMCS updates:

Tony Scalese covers changes to the REST API and EPM Automate:

Friday, February 22, 2019

FCCS - March 2019 Update and New User Interface

Two topics today. The 19.03 update contains nothing new, just bug fixes for existing issues. The list of issues addressed is available on support at (Oracle login required).

The release notes also mention that starting with 19.05, a new user interface will be introduced. "Sky Blue" includes various improvements and is more consistent with other Oracle cloud applications. New customers will get Sky Blue and existing customers will keep their existing theme, but it can be switched. Here's a preview video: Preview EPM Cloud's New Look and Feel