What Application and System Settings Can I Specify?

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

  • Set reporting options

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 17-1 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 Number Formatting.

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.

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

  • Attribute Dimension Date Format

  • UI Display—Choose Standard Interface or Simplified Interface.

  • Partial Grid Fetch Size (Rows,Columns)—Enter number of rows and columns in the format nn,nn

  • Suppress Application Management Options in Smart View

  • Enable Data Load for Ad Hoc Read-Only Role

  • 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.

  • 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.

Predictive Planning

Predictive Planning options for specifying:

  • The Prediction Interval to use for worst case and best case values. Also applies to Auto Predict.

  • The Prediction Cube to select the cube the forms are associated with, where you want to perform predictions.

  • The Source Cube to select the cube where historical actuals are stored. This can be the same cube as the Prediction cube, or a different cube.

  • The POV for the source cube. You can select members from all dimensions when defining the POV for the historical data source. If you don’t specify a member for a dimension, during predictions, Predictive Planning uses the Actuals member from the Scenario dimension, the Working member from the Version dimension, and for the other dimensions, uses the members in the form’s POV.

Note the following:

  • If you are using different cubes for source data and predictions, they must be in the same application.

  • For each prediction cube, you can specify a source cube (which can be the same as the prediction cube or a different cube) and the POV for the source cube.

  • You can select the POV for each cube in the application.

Table 17-2 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, VHennings).

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.

Note:

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 Form

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

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.

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

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.

The enhanced ad hoc features and behaviors are:

  • In-grid POV—POV members are placed on the grid instead of in the POV toolbar.

  • Submit without refresh—Using the default Submit Data button in the Smart View ribbon, all cells in a grid are submitted, including all data cells that have been explicitly modified (made dirty) and those that were not modified. For this operation, all data cells are marked dirty and submitted. Once the submit operation is complete, the entire grid will be refreshed.

  • Free-form support—Supports empty columns and rows anywhere in a grid and changing the alias table. Additionally, supports member auto-refresh where deleted members are returned to the grid upon refresh.

  • Multiple-grid ad hoc—Supports multiple ad hoc grids on the same Excel worksheet. With multiple-grid ad hoc, you can submit data from any grid on the sheet. Grids based on aggregate storage cubes and block storage cubes are supported on the same sheet. Each grid is independent; for example, if required, you can change the alias table for only one grid on the sheet.

Enable currency calculation based on scenario time period

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.

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

For more information, see Setting the Daily Maintenance Process Time.

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, click Create icon, and then select the font files to upload.

See Working with the Reports Reporting Solution in Working with Planning .