To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Narrative Reporting
Discussion List
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What’s New in EPM Cloud Narrative Reporting and Reports Release 26.07What’s New in EPM Cloud Narrative Reporting and Reports Release 26.07 Please refer to the July 2026 What's New Guide to understand the new features included in Cloud EPM… -
How can I build Gen AI Reports in Narrative Reporting?I have recently published an Article & White Paper below on Narrative Reporting Gen AI - hopefully this can be used as a best practice step-by-step guide: https://blogs.…
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Expand All or Zoom All Columns functionalitySummary: Columns in our Reports hold YearTotal Member which can be zoomed to view all decedents and this is for multiple Scenarios and Multiple Years eg., Actual FY25 Ye… -
Reporting agent is not working as expected on the report gridSummary: As per the 26.07 patch Reporting Agent will be available to enter natural language requests but it seems not working in our application. Content (please ensure … -
Way to calculate Standard deviation in a reportThere is a requirement from customer they want to use standard deviation on account for Current Year (Jan to Dec) month along with Previous year(Jan to Dec) using STDEV.… -
random error on reference variableSummary: Hi, I have a smart view which populates < 90 reference variables, which per the guidance on this board is well under the upper limits of how many you can safely… -
Any way to do a programmatic replace report in report packages?Summary: Need to do replace report in a large number of largely homogeneous report packages - any way to achieve this efficiently? Content (please ensure you mask any co… -
Negative numbers, positive numbers and Percentages do not align properlyPlease refer the screenshot below. the numbers do not properly align and this is mostly the problem for negative numbers in brakets. The align prefix and suffix have bee… -
Narrative Reporting Smart View – Word Doclets Not Opening in Virtual Desktop (WVD)Summary: When user selects open in SmartView from Word Doclet they get a file conversion error. Other users can open the same Doclet without any issues. Content (please … -
Jobs menu is blank since 26.06 upgradeSummary: Since the 26.06 upgrade the "Jobs" menu in our Narrative Reporting environment is blank. This is does not appear to be access related or user specific as admin … -
How to prevent embedded reports from resizing off the page after a refreshSummary: I am looking for advice on an issue we are experiencing with PowerPoint-based report packs. We are using report packs with embedded reports and have row suppres… -
Narrative Portals Jobs page is completely blankSummary: I am trying to access Narrative portals Jobs Page and its completely blank. I was able to access it few weeks ago. I have admin access, tried to change browser,… -
Intersect function in Narrative Reporting member selection not workingI have a report that uses the Intersect function in member selection to determine what periods show up on the report. The end result should return the the QTD periods ba… -
Autotext Summary Causing Reports to Fail after June ReleaseIs anyone else having trouble with AutoText Summary causing reports to fail? Only started happening after the June release. Whenever the conditional formatting fires, we… -
The intersect function stopped working after the 26.06 releaseSummary: The report has the member Intersect([Siblings of CurrentPOV (Inclusive)], [Apr,Jul,Oct,Jan]). In our hierarchy May, Jun, Jul are children of Q2. When selecting … -
PPT Report Package Image QualitySummary: We are using 1x1 headshots for our executives. The images look fine in PowerPoint, but when we preview the PDF, certain images appear very pixelated. This is ha… -
Dynamically reference formula from another rowI have a mockup report in edit mode below. In cell B2, I calculate the percentage contribution of the members in Row 2(Children) using the formula [A]/A,1]. Row 2 and 3 … -
dynamic column width - to fill a pageSummary: Anyway to get report columns to dynamically resize to fill the remaining area to remain a consistent size in a word document when columns are suppressed due to … -
Space after suffix according to number lengthHow do i achieve the a dollar prefix like below, if i give spaces in the perfix after $ sign, it does not adjust according to number length and looks out of line. I need… -
Date Format applied in Grid not working for Dates before 1970's in Management ReportSummary: Date format (yyyy-MM-dd) applied in the grid is not working as expected for one entity. Actual Date: 07/07/1958 Expected Date Format: 1958/07/07 Actual Result i… -
NR - Gen AI Causality on Variance Column When Col A and B are PromptsSummary: Gen AI Causality on Variance Column When Col A (Year and Period) and B (Year and Period) are Prompts Content (please ensure you mask any confidential informatio… -
Handling Minor Rounding Adjustments within Narrative Reporting OnlyWe have a requirement to adjust certain balances within Narrative Reporting due to minor rounding differences. These adjustments are immaterial in nature, and we would p… -
What’s New in EPM Cloud Narrative Reporting and Reports Release 26.06What’s New in EPM Cloud Narrative Reporting and Reports Release 26.06 Please refer to the June 2026 What's New Guide to understand the new features included in Cloud EPM… -
In Narrative Reporting, formula row is showing wrong amountIn Narrative reporting, I have a report where the formula row is not showing the correct amount as the data row. Can't figure out why this is happening and how to fix it… -
New Hierarchy/Security is not getting reflected immediately in Narrative Reportingif any new hierarchy or dimension level security is implemented in EPM Planning, while opening the reports users can't see the new hierarchy even after refresh DB as wel… -
Though the cell level indent is zero still columns are showing with indentSummary: Though the cell level indent is zero still columns are showing with indent. we want to override the indent with zero Content (please ensure you mask any confide… -
default bold is showing in report even not enabled the Bold in cell level property Narrative reportdefault bold is showing in report even not enabled the Bold in cell level property Narrative report -
Grouping on Rows and Columns - can I do a Variance on on both descendants of 2 dimensions?Summary: Not sure if this is possible: I have descendants of children going across the columns (could be between 5 and 20 members depending on what parent is selected in… -
How to Stop Pie Chart Label Font Color defaulting to White?Summary: I have a pie chart with outside labels. The labels are always white despite what I set the label font color to be. This makes the labels invisible unless I chan… -
Is the smartview add in extension for narrative reporting supports Macbook User?Summary: Is the smartview extension add in for narrative reporting supports Macbook (M Series)? User was able to add the SV extension but the available extensions are EP… -
Did the April or May updates mess up your grid/chart formatting?Summary: Reports we built months ago for our budget book (and really haven't touched since) have column widths adjusting, chart labels flipping from horizontal to vertic… -
Aggregate commentary entered at low levelIf a user is entering commentary at lower level entities and want to view that same commentary in top level entity maybe in a different text column, is that possible. I …