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

  • Approvals actions to be taken when you're out of the office

  • Actions about which you want to be notified

  • Display the full names of users rather than user IDs


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.

  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.

  5. Specify options for the following system settings:

  6. Click Save to save the application settings.

Table 5-1 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.


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

Digital Assistant Settings

Specify configuration settings for the Oracle EPM Digital 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 Implementing the EPM Digital Assistant (Administrators) in Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management .

  • 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.


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.


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

  • 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.

Table 5-2 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.

Show Autocorrect Errors option in Database Refresh

When selected, this setting fixes member identity (ID) mismatches between Planning and Essbase.


In certain cases, the identity of a member changes in a way that causes it to be not fully recognized in the multi-dimensional database used by the application. When a member’s identity is not fully correctly established within all parts of the system, it could sometimes cause hierarchy issues like incorrect member ordering, or miss children underneath that member, or miss some siblings, or miss certain properties, and so on. Autocorrect, when enabled and selected, detects such members and corrects their identity, allowing such members as well as their hierarchies along with properties and siblings, to be fully and correctly recognizable and usable within all the parts of the system.

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.

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 and later.

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

Export EPM Cloud Smart List textual data during daily maintenance for incremental data import

Choose whether to perform a complete export during the daily maintenance process or to create an application backup:

  • Yes—Performs a complete export, such that data, including the Planning Smart List data, can be incrementally imported to an application (this option may lengthen the maintenance process duration)

  • No (default)—Creates an application backup during the maintenance process, such that data can be used as part of a full restoration

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.

Set Reporting Options Click Report Settings. From Report Settings, you can upload the TrueType fonts that you use to produce reports. See Uploading Fonts in Enterprise Performance Management Cloud Deployments.