April EPM Updates - GK | Oracle EPM Specialists

From Smart View Upgrades to GenAI Insights

At a Glance:

Smart View gets smarter: A major new release introduces Insight access, default POV settings, multi-report handling, and enhanced VBA support—critical if you’re using Smart View for reporting.
AI-powered summaries: Generative AI can now summarise single or grouped insights automatically, helping teams communicate findings and root causes faster and with clarity.
GK’s take: If you’re using Smart View or just starting with Insights, this update is worth implementing—especially to unlock the full potential of narrative-driven analysis.

New Version of Smart View

The following new features are included:

· Use IPM Insights in Smart View

· Set Default POV for Private and Named Connections

· Enhancements in Inserted Reports:

– Insert Same Report Multiple Times

– Refresh All Reports at Once

· Constants Added to HypGetOption / HypSetOption VBA Functions

· Smart View Version Check when Installing Extensions

Oracle’s Business Benefit: This Smart View release includes the latest features, improvements, and defect fixes.

GK’s View: Must have release if you are using Insights or Reports in Smart View, otherwise upgrade at your leisure to gain improvements and defect fixes.

Summarizing Insights with Generative AI

Insights now provides the ability to use Generative AI (GenAI) to automatically generate a narrative summary for a single insight or group of insights.

Insight summaries can be used in these ways:

For a single insight, to provide additional context beyond the brief rule-based description in the insight.
For multiple insights, based on a parent member, to generate a summary that evaluates the parent member and all of its children. This summary can help you zero in on the root cause for the insight and makes it easy to share an analysis of a set of insights with colleagues.

For a single insight, GenAI evaluates the existing analysis, metrics, methods, and rule-based summary, and using Large Language Models, generates a meaningful narrative description about the insight:

Oracle’s Business Benefit: Utilizing the power of Generative AI to generate summaries of insights allows users to share more meaningful detailed information about insights with colleagues. The summaries also make it easier to share summarized information about a set of insights with colleagues.

GK’s View: A genuine use case for generative AI and another reason to start using automatically produced ‘Insights’ within Oracle EPM.

Summary

April brings focused enhancements to Oracle EPM, centred on improving usability and insight sharing. The Smart View update introduces key functionality upgrades like enhanced report handling and better default settings, while Generative AI now powers Insight summaries, making it easier for finance teams to communicate data-driven findings. These updates reflect Oracle’s continued push toward smarter, more collaborative planning environments.

Want to make the most of these updates?

Book a complimentary consultation with our Senior Director to explore how Oracle EPM can streamline and optimise your financial processes.

Whether you’re already using Oracle EPM or just starting to explore its potential, we’ll help you understand which updates matter most to your business, identify automation opportunities, and build a tailored strategy aligned with your goals.