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Using Tags in IPM Insights

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Intelligent Performance Management (IPM) integrates directly into your EPM applications to provide automated predictions, data analysis and insight into anomalies or patterns which may otherwise go unnoticed. In the June 2024 EPM patch, Oracle released new Tags functionality to IPM, which allows users to tag each other in insights and apply hashtags which can then be used to filter the insights later. To recap briefly, there are 3 types of IPM insight available: Forecast Variance & Bias Insights – Reveals potential hidden bias in forecasts submitted by planners by analysing past data.   Prediction Insights – Analyses variances between predicted scenarios such as forecasts and computer-generated projections. Anomaly Insights – Identifies inconsistency in historic actuals by highlighting outlier values. See my other blog here for more information on configuring IPM insights: https://lydia-maksoud-epm.blogspot.com/2022/06/introducing-ipm-insights.html Since the June 202...
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Using IPM Insights in Smart View

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As part of the April 2025 EPM patch updates, Oracle released a new version of Oracle Smart View for Office (version 25.100), which included the ability to use IPM insights directly in Smart View . Previously, the insights generated by IPM have only been accessible via the web interface, so this is a welcome improvement to allow users to access the insights via smart view. To view IPM Insights in Smart View, first connect to your Planning application and right click on the application name. If you have the correct version of smart view (25.100 or later) then you’ll see a new IPM Insights option:  Click on this to view the list of IPM insights, as below:   There are then a few options available : 1. Analyse a particular insight (tick one) – will open a new ad hoc grid containing the insight data for analysis     2. Insert Function (tick one) – will create a HsGetInsight function for the selected insight     3. Insert into a sheet (tick one or more) –...
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