Current Application Defaults

You can define default application settings in the following areas:

Alias Settings

Table 4-1 Alias Settings

Setting Description
Alias Table

Default alias table for the application
Display Member Label As

Default display options for the Member Selection dialog box. See Using the Member Selector.

Number Formatting

Table 4-2 Number Formatting Settings

Setting Description
Thousands Separator
  • None: 1000
  • Comma: 1,000
  • Dot: 1.000
  • Space: 1 000
  • Underscore: 1_000
Decimal Separator
  • Dot: 1000.00
  • Space: 1000 00
  • Underscore: 1000_00
Negative Sign
  • Prefixed minus: -1000
  • Suffixed minus: 1000-
  • Parentheses: (1000)
Negative Color
  • Red
  • Black

Notifications

Table 4-3 Notification Settings

Setting Description
Task Lists

Not applicable for Enterprise Profitability and Cost Management
Approvals

Not applicable for Enterprise Profitability and Cost Management
Job Console

Select to enable notifications for jobs on the Jobs console. See Managing Jobs .

Digital Assistance Settings

If you have implemented the EPM Digital Assistant, specify configuration settings for the assistant.

Note:

These settings are part of a larger configuration process to enable you to work with the Digital Assistant. You must complete the configuration steps before using the Digital Assistant. See Configuring Applications in Getting Started with the Digital Assistant.

Table 4-4 Digital Assistance Settings

Setting Description
Channel ID

Enter the channel ID generated when you created the Oracle Web channel for the Digital Assistant.
Service Name

Enter the Digital Assistant URL, which is the Oracle Digital Assistant Service URL that you see when you log on to the service. Enter the URL without either http:// or https:// preceding it.

Smart View Add-on

Table 4-5 Smart View Add-on

Setting Description
Google Sheets

Select the Google Sheets check box to enable support for Oracle Smart View for Office in Google Sheets. When selected, you can connect to your application from Google Sheets and use Smart View features to view and analyze data in Google Sheets.

Keep Invalid Members/Comments

Select to allow users to retain invalid members and comments on ad hoc grids in Smart View after a refresh.

For example, users may enter member names incorrectly in ad hoc grids or add comments within or outside the grid. Selecting this option for the application allows users to refresh the grid and retain the invalid members and the comments, along with any data they may have already entered.

Smart View users can set a cell style for comments, which will call out the invalid members and comments. When this option is not selected, then the invalid member reverts to the closest previous member in the grid, with the exception of the first row or first column in the grid, which is retained as a comment. Blank rows or columns inserted into the grid remain blank.

Oracle Guided Learning Settings

If you have implemented Oracle Guided Learning, specify configuration settings.

Note:

These settings are part of a larger configuration process to enable you to work with Oracle Guided Learning. You must complete the configuration steps before using Oracle Guided Learning. See Integrating Cloud EPM and Cloud EDM with Oracle Guided Learning for more information.

Table 4-6 Oracle Guided Learning Settings

Setting Description
Application ID

Enter the Application ID.
Server URL

Depending on the location of your environment, enter the URL:

  • NA: https://guidedlearning.oracle.com
  • EMEA: https://guidedlearning-emea.oracle.com
  • APAC: https://guidedlearning-apac.oracle.com

Reports

Reports, which has previously been available as Management Reporting in the Narrative Reporting business process, is now embedded in the Cloud EPM Platform business processes and applications alongside, and eventually replacing, Financial Reporting. If you are using the Reports reporting solution, define these application defaults. (See Working with Reports.)

Table 4-7 Reports Settings

Setting Description
Preview POV

Select whether to preview the POV in reports.
Unit of Measurement

Select Inch or Centimeter.

Set Reporting Options

Use this setting to upload any TrueType fonts your company uses to generate reports and to access the Gen AI ML template files.

To access the Gen AI ML Template files, click Report Settings, then click the Machine Learning Templates tab, and then select one the following Machine Learning (ML) template files:

  • Compare
  • Compare Columns
  • Compare Column Dimension
  • Describe
  • Casualty
  • Casualty Two Level

For more information, see Working with the Machine Learning Template Files in Designing with Reports.

Page Settings

Table 4-8 Page Settings

Setting Description
Indentation of Members

Set the default for indenting members on a page.
Number of Items on the Page Drop-down

Set the default for the number of items on the Page drop-down.

If you shorten the number of items in the member list, the Search box can be more easily seen. If the list is shortened to 10 members, for example, then you won't need to scroll to see the Search box.

Other Options

Table 4-9 Other Options

Setting Description
Date Format

Not applicable for Enterprise Profitability and Cost Management.

Attribute Dimension Date Format

Select a date format for attribute dimensions in your application.
Partial Grid Fetch Size (Rows,Columns) Enter the number of rows and columns in the format nn,nn
Suppress Application Management Options in Smart View

Select whether to suppress application management options in Smart View.

Enable Data Load for Adhoc Read Only Role

Default is No. Select Yes to enable data load for users with the Adhoc read-only role.

Enable Currency Calculation Based on Scenario Time Period

If the system cannot identify the input as a valid member name or alias, the input will be displayed as a comment.

Choose whether to enable currency calculations in forms and batch currency rules based on the scenario time period. Selecting Yes restricts currency calculations to the range defined for the scenario time period. Selecting No calculates everything based on exchange rates and reporting currency and is not restricted based on the scenario time period range. Note that the behavior of the currency conversion script is dependent on this application setting at the time the rule is executed.

Set Number of Seconds Before Rules Run in Background

Enter a value between 0 and 600 seconds (10 minutes).

Note:

Rules that are set to automatically run when a form is loaded or saved never run in the background.

Note:

The value entered here applies to business rules created in Calculation Manager. See Creating and Managing Business Rules.
Client Log Level

Select None, Information, Warning, Error, or General
Web Ad Hoc Grid

Select whether to suppress missing values only or whether to suppress missing and zero values in Web Ad Hoc grids.
Enable User Formulas in Ad Hoc

If you select Yes, in an ad hoc grid, when you hover over a cell with a member formula attached, you see the member formula associated with the cell and you can perform the calculation on the fly.

Filter Out Excluded Members in Segment Dropdown

Default is Yes. Choose No to display the excluded members in the row drop-down POV in forms.

Forms Version

Specify a forms version. For existing applications, the default is Forms 1.0. Newly created applications will default to Forms 2.0. This setting is application-specific and can vary across applications.

Render Grid for Invalid Intersection Select Yes or No to specify whether or not to render the grid for an invalid combination on the POV/page.