Specifying Application Settings

You can control many aspects of the application and the system, such as:

  • How to display thousands, decimals, and negative numbers in forms

  • Define the actions about which you want to be notified

  • Display the full names of users rather than user IDs

  • Set reporting options

  • Assign application ownership to another Service Administrator

Note:

Administrators specify defaults for the current application. However, users can override these application defaults by setting preferences to control many aspects of the application, such as their profile photo and how numbers display in the application. To set user preferences, see "Setting Your Preferences" in Working with Oracle Financial Consolidation and Close Cloud.

To change application and system settings:

  1. Click Application, and then click Settings.

  2. Specify defaults for the current application. For descriptions of the settings, see the Application Settings table below.

  3. Specify system settings. For descriptions of the settings, see the System Settings table below.

  4. Click Save.

Table 6-1 Application Settings

Application Setting Description
Alias Setting For option descriptions, see Specifying a Default Alias Table, and Setting Member and Alias Display Options.
Number Formatting

For option descriptions, see Specifying Number Formatting Preferences.

Approvals

Select whether to display aliases, show the approval units that are not started, and show approval units as aliases in approvals notifications.
Notifications

Enable notifications for task lists, approvals, and job console

  • Task Lists - select this option if you want an email notification when you need to perform actions on a task list.

  • Approvals - select this option if you want an email notification when you need to perform actions on Approvals.

  • Job Console - select this option if you want an email notification when a job that you launch is completed or generates an error.

You can specify task notification types and frequency from User Preferences under Tools. See "Setting Up Email for Notifications" in Working with Oracle Financial Consolidation and Close Cloud.
Page

Set defaults for indenting members on a page and setting the number of items on the page drop-down.

Note that the Number of Items on the Page Drop-down option lets you shorten the member list so that 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

Set these other configuration options:

  • Date Format— Select a date format, or select Automatically Detect to use your system's locale settings.

  • Attribute Dimension Date Format— Select a date format for attribute dimensions.

  • Partial Grid Fetch Size (Rows,Columns)—If large forms require significant time to open, select this option to open part of a form. Enter the number of rows and columns to open, separated by a comma (,). Enter number of rows and columns in the format nn,nn.

  • Suppress Application Management Options in Smart View— When a new application is created, all application management options are displayed by default to administrators in Smart View. You can choose to hide or display the application management options. If you select Yes, application options are not displayed in Smart View. If you select No, application options are displayed in Smart View.

  • Enable Data Load for Ad Hoc Read-Only Role—Default is No. Select Yes to enable data load for users with Adhoc read-only role.

  • Enable Consolidation Rules Logging—Select to enable logging for consolidation rules.

  • Set Number of Seconds Before Rules Run in Background—Enter a value between 0 and 600.

    Note:

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

  • Client Log Level: All error, warnings, and informational messages from the connected data source are displayed when they occur, but you can choose which of these message levels to record in a browser console log file. This setting is only available for web interfaces using Oracle JET technology. Select a message level to display and record:

    • None: Suppress all messages.

    • Information: All messages, including warnings and errors — recommended to diagnose problems. May adversely impact performance.

    • Warning: Warnings and error level messages. May adversely impact performance.

    • Error: Error messages only — recommended for general use. Has minimal impact on performance.

    • General: Information-level messages plus all server responses and requests. Adversely impacts performance.

  • 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 calc on the fly, without having to submit changes to the database.

  • Disable To-Date View Calculations—Default is No. Select Yes to disable To-Date View calculations.

    This option is only available for applications with Extended Dimensions.

    To improve performance, you can disable To-Date View calculations for data load and other processes.

    If the option is set to Yes, the system does not calculate To-Date View calculations (YTD, HYTD, QTD) after data is saved through the following processes: data load, Data Management load, form data changes, Smart View data changes, journal posting, and Supplemental Data posting. After you run the consolidation process, the system creates the "To Date" data and stores it in the corresponding members for retrieval (FCCS_YTD, FCCS_QTD, FCCS_HYTD).

    If you want to view the "To-Date" data without first consolidating, you can retrieve the data from the applicable Dynamic Calc system member in the View dimension, such as FCCS_YTD_RULE, FCCS_QTD_RULE,and FCCS_HYTD_RULE.

    If the option is set to No, the system automatically runs calculations for all applicable View members.

  • Filter Out Excluded Members in Segment Drop-down: 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.

Digital Assistant Settings

If you have implemented the Oracle 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 Digital Assistant for New Users in Getting Started with the Digital Assistant.

  • 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

Enable these Smart View-related options, as required for your environment:

  • Google Sheets: Select to enable support for Smart View in Google Sheets. When selected, users can connect to their applications 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 Oracle Enterprise Data Management Cloud with Oracle Guided Learning.

  • OGL Application ID: Enter the application ID.

  • OGL Server URL: Enter the URL, which depends on your location:

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

Table 6-2 System Settings

System Setting Description
Display Users’ Full Names

When selected, the system displays the user's full name (for example, Max Hennings). When cleared, the system displays the user's ID (for example, MHennings).
Include Shared Members in Cube Refresh

When selected, shared members will inherit the security access assigned to the base member.

When cleared, shared members will inherit the highest security access based on a combination of the access assigned to the base member and parent of shared member.
Default Ancestor Access Select an option to specify the default user access to ancestor members in ad hoc grids and the Member Selector:
  • None: By default, users are not able to see the ancestor members of members that they have access to unless they are explicitly granted access to them. When this option is selected, the system works the same way it did prior to the 24.03 update.
  • Read: By default, users are granted Read Only access to the ancestor members of members that they have access to unless they are explicitly granted Write or Display access, which would override this default.
  • Write: By default, users are granted Write access to the ancestor members of members that they have access to unless they are explicitly granted Read or Display access, which would override this default.
  • Display: By default, users are granted Display Only access to the ancestor members of members that they have access to unless they are explicitly granted Read or Write access, which would override this default.

    Note:

    Members with Display Only access will be displayed, but instead of data values in the cells associated with those members, users will see #NoAccess.

See Accessing Ancestor Members in Ad Hoc Grids in Working with Oracle Smart View for Office for more information on working with the Default Ancestor Access setting.

Email Character Set

Select UTF-8 or Regional Setting.

Business Rules Notification

If set to Yes, notifies users or groups when rules (which are enabled for notification in Calculation Manager) are completed or encounter errors. In Notify These Users, select the users or groups to notify.

You execute/launch these rules in Calculation Manager. You cannot enable email notifications for Consolidation and Translation rules, since they are system rules.

Allow Drill Down on Shared Members in Ad Hoc

  • Yes enables drilling on shared members in an ad hoc grid.

    When set to Yes, the Drill to All Levels in Base check box is displayed.

    Note that block suppression is not supported when this option is set to Yes. To disable block suppression:

    • In Oracle Smart View for Office, in Options, Data Options, disable Suppress Missing Blocks.
    • In the web, in Preferences, Ad Hoc Options, disable Missing blocks on rows.

  • No disables drilling on shared members in an ad hoc grid.

Drill to All Levels in Base

Allows ad hoc grid users to drill down (or zoom in) from shared members to all levels within the base hierarchy. This check box option applies to Standard-mode applications only.

The Drill to All Levels in Base check box appears when Allow Drill Down on Shared Members in Ad Hoc is set to Yes.

A shared member is often a parent member in its base hierarchy. With the Drill to All Levels in Base check box enabled, users can drill down from the shared member to the base hierarchy using the zoom options, All Levels or Bottom Level.

When the Drill to All Levels in Base check box is disabled, the user may zoom in to the various levels of the base hierarchy one level at a time using the Next Level zoom option.

Multi-cell zoom-in on shared members is not supported.
Minimize Approval Process Emails

Reduces the number of emails a user receives when using Approvals. The default is No.

If Yes is selected, only one email notification (for the approved parent entity) is sent to the new owner of the planning unit. Separate email notifications aren’t sent for every child entity in the planning unit hierarchy. If No is selected, owners that are set at parent nodes will receive emails for the selected node as well as an email for each child node.

Enable Use of the Application for

Determines whether users can access the application in administration mode, such as during backups. When you select Administrators, if any non-administrative users are logged on to the application, they are forced off the system and will not be able to log on. To restore access to an application for all users, select All users.

Assign Application Owner

Assigns ownership of the application to another Service Administrator.

For more information about application ownership, see Assigning Application Owners.

Enable the Display of Substitution Variables

Set how substitution variables display in the Member Selection dialog box when users respond to runtime prompts in business rules. Display All displays all substitution variables. Display None displays no substitution variables. Enable Filtering displays only substitution variables that are valid for the runtime prompt.

Suppression Mode

Choose a suppression behavior for ad hoc grids in the web and in Smart View for cases where rows and columns contain missing data or zeroes.

  • Suppress Missing values only (default)—Suppresses rows, or columns, or both that contain No Data/Missing.

  • Suppress Missing also Suppresses Zeros—Suppresses rows, or columns, or both that contain both No Data/Missing and Zero.

Smart View Ad Hoc Behavior

All new and recreated applications are automatically set to Standard.

For existing and migrated applications, choose to enable enhanced ad hoc features and behaviors in Smart View:

  • Native (default)—Does not enable enhanced ad hoc features.

    Supported for all Smart View releases.

  • Standard—Enables enhanced ad hoc features.

    Supported for Smart View release 11.1.2.5.900 and later.

For a complete description of the enhanced ad hoc features available in Standard mode, see Smart View Behavior Options in Cloud EPM in Working with Smart View for Office.

Use All Alias Tables on Refresh Specify whether alias names entered into ad hoc grids are evaluated using the currently selected alias table or against all alias tables

  • Yes: The input is evaluated against all alias tables and all member names.

  • No: The input is evaluated against the currently selected alias table and all member names. This is the default setting.

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

For block storage (input) cubes, select whether to XREF linked account members by default:

  • Yes (default)—XREFs will be created on account members, and the application will work the same way it has in earlier releases.
  • No—XREFs will not be created for account members, which may improve the application’s performance. With No selected, after Cube Refresh is run, all existing XREFs on account members will be deleted, and non-source cubes will no longer show data from the source cube.

Note that HSP_LINK and HSP_NOLINK UDAs on specific account members override the XREF setting for those account members. For example, if this option is set to No and you use the @XREF function to look up a data value in another cube to calculate a value from the current cube, you can add theHSP_LINK UDA to such members to create the @XREF function only for these specific members. If this option is set to Yes, HSP_NOLINK works the same way it worked in earlier releases and prevents XREFs from being created on specific members.

Attribute Dimension Reorder Threshold

Enter a threshold value between 0 and 500 (500 is the default value).

For attribute dimensions, when the number of members under a given parent exceeds the specified threshold value, then the members will be reordered at the end of a metadata load instead of during the load. Depending on the specific shape of the attribute dimension, adjusting this number can sometimes have an impact on performance. In general, this setting can be ignored unless attribute dimension load times degrade beyond acceptable levels.
Set Reporting Options

If you're using the next-generation Reports reporting solution, Oracle recommends you use this setting to upload any TrueType fonts that your company uses to produce reports.

To upload TrueType fonts, click Report Settings, click Manage Fonts, clickAdd icon , and then select the font files to upload.

See "Working with the Reports Solution" in Working with Financial Consolidation and Close.