Dayalan Punniyamoorthy Blog

Friday, February 7, 2025

A Groovy Script for Dynamic Substitution Variables - Automating Rolling Forecast Periods in Oracle EPM

This blog explores a powerful business rule that dynamically updates forecast substitution variables based on the current fiscal period. Learn how to map months to quarters, process rolling forecasts, and seamlessly update variables for accurate planning. 🏆 Say goodbye to manual adjustments and let Groovy handle the quarterly forecasting logic with ease!



Why Automate Forecast Substitution Variables?

Substitution variables act as dynamic placeholders in Oracle EPM, allowing calculations, rules, and integrations to reference time-sensitive values (e.g., current month, current year, forecast period).

 

Thursday, January 30, 2025

Extracting Notes and Attachments from Cells in Oracle Cloud EPM Using Groovy!

Lets explore on how to extract cell notes and attachments from Oracle Cloud EPM using Groovy scripting. 



This blog walks through retrieving Entity and Cost Center descendants, querying financial data, and identifying cells with notes or file attachments.

The script dynamically iterates through each combination, loads a data grid, and logs key findings after finding the cell Notes and Attachment if any. 

Suppression rules ensure efficient execution, while error handling prevents failures. Ideal for auditing financial data and ensuring compliance. 

Tuesday, December 31, 2024

A Deep Dive into FlexibleDataGridDefinitionBuilder and DataGridDefinitionBuilder!

In the world of Oracle EPM Cloud, data grids serve as the backbone for interacting with multidimensional datasets. Whether you're querying data or preparing it for analysis, the choice of grid definition builder can significantly impact your productivity and script efficiency. Oracle EPM Cloud provides two main tools for constructing these grids: DataGridDefinitionBuilder and FlexibleDataGridDefinitionBuilder.

In this blog, we’ll explore these two builders, dissect their features, and help you decide which one suits your needs. Along the way, we’ll cover best practices, showcase example scripts, and highlight why the flexibility of the FlexibleDataGridDefinitionBuilder often makes it the preferred choice for modern Oracle EPM applications.

Tuesday, December 17, 2024

Automating Multiple Data Push in Oracle Cloud EPM Using Groovy Business Rules!

In Oracle Cloud EPM, Groovy scripting has become a powerful tool for automating business processes, ensuring real-time validations, and enhancing interactivity. This blog explores a practical use case where a Groovy business rule dynamically sets substitution variables and validates Data Maps before executing Smart Push operations.

The rule also demonstrates on using runtime prompts (RTPs) to set values for Substitution Variables, validate Data Map existence, execute Smart Pushes for specific members, and log user execution details.



Friday, May 31, 2024

User Audit Report (v2) Detailed Overview

 User Audit Report (v2) Detailed Overview



Purpose:

The User Audit Report (v2) REST API generates a detailed audit report of user activities within a specified environment and timeframe. This report is crucial for monitoring user access and activities, ensuring security, and maintaining compliance.

Functionality:

Oracle Cloud Application Update Readiness!



In this blog lets explore the Oracle Cloud Application Update Readiness. It provides comprehensive information on the latest updates for Oracle Cloud Applications. Here are the key components explained in detail:


1. Feature Listing Report

Oracle publishes a Feature Listing Report that is updated monthly. This report includes:

  • New Features: Details about the latest features available in Oracle Cloud Applications.
  • Implementation Dates: Information on when these new features will be available or become mandatory.
  • Optional Features: A timeline of when optional features will be automatically enabled if not already activated by the user.

All about During daily maintenance!!!

All about During daily maintenance!!!



During daily maintenance in Oracle EPM Cloud, the system creates a maintenance snapshot, applies patches, adjusts configurations, and analyzes activities to generate an Activity Report. The environment is then rebooted, with initial access limited to Service Administrators. Certain operations are restricted during this period, especially for processes like Planning and Financial Consolidation. Maintenance usually starts between 10:00 p.m. and 1:00 a.m. local time and a 15-minute notice is given before maintenance begins. The process typically takes less than an hour.


Thursday, May 30, 2024

Find and Download Files from an Oracle EPM Cloud Environment!

 

Find and Download Files from an Oracle EPM Cloud Environment




In this Blog lets see the example script to automate the process of downloading files from an Oracle Enterprise Performance Management Cloud environment using a text string as a wildcard.

This script matches the string specified in the FILENAME parameter with file names displayed using the listfiles command, then automatically downloads the matching files.

Ensure you set the appropriate search string to the FILENAME parameter. For example, FILENAME="Scheduler Output/epm" will match file names containing "Scheduler Output/epm" in the listfiles command output, identifying the files to download.

Wednesday, May 29, 2024

Automation PowerShell Script to invoke EPM Automate commands!

Lets have a detailed walkthrough of the PowerShell script detailing its purpose and functionality. The script is designed to perform several tasks: logging into the EPM, run the Data Management Integration rule, download the generated extract created by the integration rule, download the data file & then logout from the EPM instance.


Friday, May 24, 2024

All About Clear Cube & Merge Data Slices!

 In this Blog post we will explore the Clear Cube & Merge Data Slices option in Planning and can be leveraged to EPCM applications using the REST API & Groovy


Clear Cube

The Clear Cube can be accessed from the Simplified Interface. 


Thursday, May 23, 2024

Running EPCM Calculation Manager rules in sequential and Data Management rules as a child job using Groovy!

In this blog we will see how to run the EPCM (Enterprise Performance Management Cloud)  Calculation Manager rules using groovy in a sequential manner also invoking Data Management rules as child jobs using the jobFactory.

Groovy script is fetching substitution variable values from an operation's application and printing them. Here's a detailed explanation along with the provided script: 

subVarValue is defined to fetch the value of a substitution variable from the application.

Also Sets the connection name, which is already predefined for the REST API to work. 

def connectionName = 'Localhost'

Closure subVarValue = { String subVar -> operation.application.getSubstitutionVariable(subVar).value }

String CurYr = subVarValue('CurYr')

String CurMth = subVarValue('CurMth')

println "The Rule is using the Sub Var Current Year : " +CurYr +" " + "Current Month : " +CurMth