Wednesday, August 29, 2018

Quick Tip - Oracle Smart View disable for Outlook

Had an instance where one of the customers had installed the Oracle SmartView for accessing the Oracle Planning and Budgeting Cloud. After the installation, the Microsoft Outlook didn’t get started and was staying in the screen starting for a quite long time.

This was quite annoying, but luckily there is an easy solution to the issue. There is life saver option given in SmartView under Options -> Advanced.

With this option, Smart view will be disabled in Outlook and will not hamper the time to load the Outlook. Hope this helps.

Monday, July 9, 2018

NEW EPM AUTOMATE UTILITY - Oracle PBC July 2018 update

A new version of the EPM Automate Utility is available with this update. This version includes the copyfilefrominstance command, which copies a file from a source environment to the environment (target) from which you run the command.
This version also includes changes to the following commands to make them consistent with other file operation commands:

  • listfiles: now lists snapshots and files available in an environment 
  • deletefile: now deletes snapshots and files from an environment
You can download  the file from the PBC instance
And get that downloaded for the Windows or Linux

Thursday, June 14, 2018

Loading numeric & non-numeric data directly into Planning application in PBC/EPC via the Simplified Interface

Let's see how to load numeric & non-numeric data directly into Planning applications in PBC/EPC instance via the Simplified Interface without using the Data Management.

Method: Using the Source Type Planning

If an import error occurs during a Planning data load, the import will continue to load valid data (partial load). Any errors will be noted in the import and export status.

All we need is the data to be loaded in a specified format to get loaded. The format should be like the following file, (CSV Format)

In this case, we are loading the data to the Account members for Jan to Jun period for the specified POV and for the Database Plan1

You can export the data from the Planning application via the Simplified Interface to get this format.

To export, the data click on Navigator 
Go to Application - Overview

Thursday, May 24, 2018

Smart View Error and easy fix to that - PBC/EPC

We all might have seen this common error in Smart View in On-premise or in the Cloud instance (PBC, EPC etc...). It a very common error message which says there is no data for the selected combination of the POV. 

 What if you are sure that there is data in the application for the selected POV or it was working before for the same selected POV and the same sheet is throwing an error now. Ya, that is an embarrassment right??

We will be talking about the situation where it was working before and no changes is being made to the Excel sheet and the same Excel sheet is throwing the error message “Ad hoc grid can not be opened as there are no valid rows of data.”


It was reported as a bug and got fixed in, but I could still see this behavior in the latest version of the Smart View
But the good news is the same old solution still works here with a little twist, all you have to do is
  • If the Suppress rows are "Enabled" for "No Data/Missing" – disable the checkbox
  • If the Suppress rows are "Disabled" for "No Data/Missing" – enable the checkbox

And you are all set, you will see the data coming with a refresh of the sheet, hope this was helpful today!!!!

Thursday, March 15, 2018

Explore DataManagement REST API - Oracle PBCS/EPBCS with Groovy flavor !!!

In continuation of other series about REST API on Planning ,Migration & User Reports in this post let’s explore the REST APIs for DataManagement to run data rules, run batches, import and export data mapping, and to execute reports. 

To begin let's explore groovy program to get the DataManagement apiVersion details and the Output below

1.DataManagement apiVersion Details

Tuesday, February 27, 2018

Edit / View Groovy from Notepad++

This will help you if you like to edit or view the Groovy Program using the Notepad ++

Currently, you don't have Groovy listed under Language in Notepad ++ so editing or viewing a Groovy program is not well displayed.

But you can add Groovy language to Notepad ++.

Step 1:

Creare “userDefineLang_Groovy.xml” by copying the following code and saving it

    <UserLang name="Groovy" ext="groovy" udlVersion="2.1">
            <Global caseIgnored="no" />
            <Prefix Keywords1="no" Keywords2="no" Keywords3="no" Keywords4="no" />
            <Keywords name="Comments">03/* 04*/ 00// 01 02</Keywords>
            <Keywords name="Keywords1">abstract break case catch continue default do else extends final finally for if implements instanceof native new private protected public return static switch synchronized throw throws transient try volatile while strictfp package import false null super this true</Keywords>
            <Keywords name="Keywords2">as assert def mixin property test using in it</Keywords>
            <Keywords name="Keywords3">boolean byte char class double float int interface long short void</Keywords>
            <Keywords name="Keywords4">abs any append asList asWritable call collect compareTo count div dump each eachByte eachFile eachLine every find findAll flatten getAt getErr getIn getOut getText grep immutable inject inspect intersect invokeMethods isCase join leftShift minus multiply newInputStream newOutputStream newPrintWriter newReader newWriter next plus pop power previous print println push putAt read readBytes readLines reverse reverseEach round size sort splitEachLine step subMap times toInteger toList tokenize upto waitForOrKill withPrintWriter withReader withStream withWriter withWriterAppend write writeLine</Keywords>
            <Keywords name="Delimiters">00&quot; 01 02&quot; 03&apos; 04 05&apos;</Keywords>
            <WordsStyle name="DEFAULT" fgColor="000000" bgColor="FFFFFF" fontName="" fontStyle="0" fontSize="" nesting="0" />
            <WordsStyle name="COMMENTS" fgColor="008000" bgColor="FFFFFF" fontName="" fontStyle="0" fontSize="" nesting="0" />
            <WordsStyle name="LINE COMMENTS" fgColor="008000" bgColor="FFFFFF" fontName="" fontStyle="0" fontSize="" nesting="0" />
            <WordsStyle name="NUMBERS" fgColor="FF0000" bgColor="FFFFFF" fontName="" fontStyle="0" fontSize="" nesting="0" />
            <WordsStyle name="KEYWORDS1" fgColor="0000FF" bgColor="FFFFFF" fontName="" fontStyle="1" fontSize="" nesting="0" />
            <WordsStyle name="KEYWORDS2" fgColor="006699" bgColor="FFFFFF" fontName="" fontStyle="1" fontSize="" nesting="0" />
            <WordsStyle name="KEYWORDS3" fgColor="FF8000" bgColor="FFFFFF" fontName="" fontStyle="1" fontSize="" nesting="0" />
            <WordsStyle name="KEYWORDS4" fgColor="8000FF" bgColor="FFFFFF" fontName="" fontStyle="1" fontSize="" nesting="0" />
            <WordsStyle name="OPERATORS" fgColor="804000" bgColor="FFFFFF" fontName="" fontStyle="1" fontSize="" nesting="0" />
            <WordsStyle name="DELIMITERS1" fgColor="808080" bgColor="FFFFFF" fontStyle="0" nesting="0" />
            <WordsStyle name="DELIMITERS2" fgColor="808080" bgColor="FFFFFF" fontStyle="0" nesting="0" />

Monday, February 26, 2018

Explore User Reports & Daily Maint REST API - Oracle PBCS with Groovy flavor !!!

In continuation of other series about REST API on Planning & Migration in this post let’s explore the REST APIs for Provision Reports,User Audit reports and the Daily Maintenance Window Time. 

1.REST API for running Provision report on Oracle PBCS\EPBCS

Straight from the document:
Generates a provisioning report of users in the system and writes the report to the filename provided. This is an asynchronous job and uses the job status URI to determine if the operation is complete.

You can manually generate a Provision Report from Oracle PBCS instance
 Navigate -> Tools

Monday, January 29, 2018

Mass loading of Attribute Dimension into Oracle PBCS!!!

We all knew what is an Attribute dimension and how to create one in Oracle PBCS/EPBCS. In this post lets see how to bulk load the Attribute dimension into Oracle PBCS/EPBCS.
If we want to create/update more than 100/1000 of attribute dimension it will be cumbersome to get them created/updated via the Standard Interface.

In my case I need to load around 100 attribute dimension members, let's call the attribute dimension as “JobTitle” and need to associate them with the Employee dimension.

Yes, just like any other dimensions you can Export/Import them from the Simplified Interface. The trick is you won't find them listed under Dimension,
But when you click on Export/Import button 

Wednesday, November 29, 2017

Explore Migration REST API - Oracle PBCS with Groovy flavor !!!

I hope you have enjoyed the Introduction and the Planning REST API posts which were posted earlier. Lets explore the Migration related REST API for the Oracle PBCS in this post.

Migration REST APIs

Use the Migration REST APIs to get API versions, work with files, and manage
services and application snapshots.

Friday, October 13, 2017

Explore Planning REST API - Oracle PBCS with Groovy flavor !!!

After the introduction to the REST API & Groovy lets explore the Planning REST API in this post.

1. Get REST API version for Planning

Returns information about which versions are available and supported. Multiple versions might be supported simultaneously by Oracle Hyperion Planning.

This is already covered but lets see how to get the apiVersion details using Groovy.

Output of the program