In February 2021, Oracle released a new "clone snapshot" feature to EPM Cloud. It's intended to make the cloning of an environment easier, like when customers want to migrate Test to Prod or even backwards migrate Prod to Test to keep them in sync. In some cases (but keep reading to understand the nuances), it … Continue reading EPM Cloud Update: New Clone Snapshot Feature
I recently had to figure out how to create a Top 5 and Bottom 5 ranked report for a customer. It's been years since I've had to do this, so it was a nice little problem to solve. Management Reporting (MR) has a number of carryover functions from FR. So how does MR translate this … Continue reading Narrative Reporting Series: Creating a Top (and/or Bottom) Report
This month we're talking about Oracle's Narrative Reporting suite, which is an EPM reporting tool on steroids and can handle just about every performance management reporting need: static reporting, ad hoc, narrative reporting, disclosures, statutory reporting, and regulatory filing. Anthony and I interview Al Marciante, Sr. Director of Product Management at Oracle (and also oversees … Continue reading Performance Management Techcast S2 Ep 3 released!
In our second episode of 2021, we give you the second part in a two-part series. In this next (and final) part, Anthony and I do an Oracle EPM wish list for 2021! We had a lot of fun making this two-part series. Enjoy! You can catch our podcast on the following platforms: Apple Podcasts, Spotify, … Continue reading Performance Management Techcast: New Year’s Bash episode – Part II of II!
Happy New Year, everyone! In our first episode of 2021, we give you the first part in a two-part series. In this first part, Anthony and I do an Oracle EPM year-end review! (and boy, there was a lot to recap!) Luckily, we kept it to ~30 minutes. We had a lot of fun making … Continue reading Performance Management Techcast: New Year Bash’s episode – Part I of II!
In this week's FR to MR "where did that feature go" (WDTFG) post, let's cover how to lock down the dimension members in a POV. It's a commonly used feature in FR, and much easier to implement in MR than in FR. In FR you had to go into the grid editor and then manage … Continue reading FR to MR WDTFG Series: Locking Down POV Members
This week I'm starting a new series called "FR to MR WDTFG" or "Financial Reporting to Management Reporting...where did that feature go?" The intention is simple - to assist folks who are making the migration from FR to MR. In this new series, I'll cover tips on how to mentally shift from old FR features … Continue reading FR to MR WDTFG Series: Grid vs. Global POV
Back in April I posted a part I of this blog post, which covered the basics of importing MR report content into report packages. Here are the remaining concepts for that post. How does this MR content get refreshed? Earlier this year, I learned the hard lesson that this content is not auto-refreshed. Steps have … Continue reading Narrative Reporting Series: MR Import into NR Part II
One of the cool features of the Narrative Reporting suite is the ability to integrate already created reports from the Management Reporting tool into report packages within the Narrative Reporting tool. This allows customers to reuse already created report content. However, the nuances of how this exactly works eludes some folks, so today's post is … Continue reading Narrative Reporting Series: MR Import into NR Part I
I've been doing a lot of consulting work in Narrative Reporting lately, and it's been a joy. Every customer uses reporting tools differently, so it's been a fun journey to see how customers creatively use the solutions within this suite of products to accomplish their business goals. In these findings, I have discovered a small … Continue reading Narrative Reporting Quick Tip: Suppression Bug