Dayalan Punniyamoorthy Blog

Thursday, December 31, 2020

What is changing in EPM Cloud from Jan 2021 – Part 1


 

This blog will cover the important changes effective from Jan or later in 2021, I will share this again….

 

REDWOOD USER EXPERIENCE

As part of the new Redwood experience, we are introducing the Dynamic Tabs feature only within the Redwood theme in the 21.02 update. Dynamic Tabs will allow you to open tabs on the fly, both from a list view or from an existing navigation flow tab to perform related actions. Some use case examples: view drill through from a form in a new temporary tab; view a form in design mode; open Web ad hoc from a form or dashboard; open forms from right-click menus; open dimensions on the fly to view how members are calculated.

With the new Redwood experience in 21.02, navigation flows within the Redwood theme will move to the bottom of the page instead of the top of the page where they are currently located. With tabs at the bottom of the page, you will benefit from a clear separation of the EPM Cloud horizontal tabs from their browser tabs at the top of the window. Another benefit of this change will be to keep the navigation flow tab names distinct from the names of the artifacts (such as forms and dashboards) rendered within the horizontal tabs. The vertical tabs will stay where they are.

Also within this new Redwood experience, starting in 21.02, action menus in forms will also be cleaned up to not show items that are already included within the right-click menus in forms.

In 21.03, to reflect these new and future Redwood-only experiences, the Redwood theme will be shown as a 'Redwood Experience' toggle switch that application administrators can turn on in the 'Appearance' page. Existing Redwood theme applications will default into the Redwood experience while other theme experiences will stay as-is.

 

NEW WEB AD HOC EXPERIENCE

With the 21.03 release, we will introduce the new Web ad hoc experience for all users across all themes. This replaces the existing Web ad hoc with a new user experience when using ad hoc over the Web. This will provide the benefit of fast snappy grids with several Smart View ad hoc capabilities over the Web, all within a newly defined interface for Web ad hoc. 

Users can start with a cube slice from scratch or traverse from their Web forms or dashboards into these new ad hoc sheets for a whole new ad hoc experience. Users within the Redwood theme can leverage the benefit of the dynamic tabs to work in tandem with form or dashboards or reports alongside these new ad hoc grids. 

This solves many multi-tasking use cases within Cloud EPM. Ad hoc on the Web will be available for 

  • Planning, 
  • Financial Close and Consolidation, 
  • Tax Reporting business processes.

Within Smart View ad hoc, with 21.03, we will also support multi-parent zoom in capabilities in ad hoc when used within the 'Standard’ ad hoc mode.

 

SMART VIEW ADD-ON INSTALLATION FOR TASK MANAGER AND SUPPLEMENTAL DATA MANAGER

In an upcoming release, the installation of Smart View add-ons for Task Manager and Supplemental Data Manager will change. At that time, users of the Smart View add-ons will need to uninstall and re-install their add-ons to take advantage of the latest features and fixes.


More to come, stay tuned. 

Image courtesy Google

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