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

Monday, September 11, 2017

Finally REST(REST API) on Oracle PBCS!!!

This was a lying in my draft for a quite long time after my webinar on this topic, finally publishing it :-)  have fun.

The complete documentation for the REST API for Oracle EPM Cloud is here

Straight from document:

REST describes any simple interface that transmits data over a standardized interface (such as HTTP) without an additional messaging layer, such as SOAP. REST provides a set of design rules for creating stateless services that are viewed as resources, or sources of specific information, and can be identified by their unique URIs. RESTful web services are services that are built according to REST principles and, as such, are designed to work well on the web. Typically, RESTful web services are built on the HTTP protocol and implement operations that map to the common HTTP methods, such as GET, POST, PUT, and DELETE to retrieve, create, update, and delete resources, respectively. 

REST API Methods

You can create, view, update, or delete Oracle Enterprise Performance Management
Cloud resources using standard HTTP method requests, as shown below
Retrieve information about the REST API resource
Create a REST API resource
Update a REST API resource
Delete a REST API resource or related component

Current REST API Version

Covering only majorly used components
REST Resource REST API version Getting REST API Versions
Data Management

There are multiple REST API clients available for free, you can pick as per your choice.

Wednesday, August 23, 2017

Direct URL for Accessing Data Management!!!

Have seen this question multiple times in the public forum on how to access the Data Management directly rather than accessing it via the Workspace?

The URL for On-Premise to access the Data Management directly


The URL for PBCS/EPCS to access the Data Management directly

While accessing the above URL if the Workpace is already opened it opens in a seperate tab. If not logged in before opens up in the same tab in IE.

Note: This is applicable to both On-Premise and PBCS/EPCS

Tuesday, August 8, 2017

What does EPM Automate Utility offer - Part 4

In this series lets see how to read a file and strip a particular value from a column of a CSV file and use that value in the EPM automate script.


Every month the pay details are extracted from the source system and the data file is loaded into the PBCS, to get this automated the file name should be named as MMM-YY (Pay month and year format).

Let us explore how this is achieved using the EPM  automate.

Wednesday, June 28, 2017

Using Substitution Variables in Direct Page Links for Forms and Dashboards in PBCS!!!

In my other post Using Direct Page Links for Formsand Dashboards in PBCS!!! We used the POV with hardcoded members for accessing the forms. A anonymous comment on the post asked

So thought of posting on Using the Direct Page Links for forms using substantiation Variables.

In the POV call the Substitution variables as “&SubVar” instead of the actual member.

And the Forms is called using the sub var

Hope this helps !!!

Monday, April 17, 2017

What does EPM Automate Utility offer - Part 3

After the EPM automate serious 1 & 2 let me cover downloading the latest exported file & logs related to a specific Data export job.

Currently we don’t have a specific command to download the latest exported file and when you run a export data command it prefix the job id ad the end and created the export file.

Let’s see how to download the latest file or the latest log file using EPM automate 

Sunday, April 16, 2017

What does EPM Automate Utility offer - Part 2

Continuing with the EPM automate commands as part 2 after Part 1

The Replay Command

The replay command replays the Oracle Smart View for Office load on a service instance to enable performance testing under heavy load to verify that user experience is acceptable when the service is under specified load.

For example, you can test the user experience on a test instance under heavy load to ensure that the service will perform well after you migrate the application from the test instance to the production instance.

Friday, March 24, 2017

Using Direct Page Links for Forms and Dashboards in PBCS!!!

Like we had the smartcuts in On-premise the same functionality is available in PBCS as direct page links. Let’s cover them in this blog

Straight from the documentation it says “Oracle Planning and Budgeting Cloud supports direct URL links that allow you to access Oracle Hyperion Planning forms and dashboards and to integrate with Oracle Sales Cloud. You can use direct page links to create a URL that points to a specific form or dashboard. If users have appropriate access permissions, they can use the URL to go directly to the form or dashboard to view or update it within Planning and Budgeting Cloud.”

To use this feature, first create a form or dashboard, and then assign access and manage users and roles. You can then set up the URL for a direct page link and communicate the URL to users.

Composite forms are not supported for direct page links.

Wednesday, March 22, 2017

Creating a large number of Period mapping using LCM–PBCS!!!

Well creating a large number of period mapping from 2013 to 2015 will take a while to create manually. Creating the same period mapping for multiple application is also a trouble if you create It manually.

Friday, March 17, 2017

Creating a large number of access to member’s in PBCS using Excel!!!

We all know what does the Access to members does and how to assign to a particular member in PBCS

The challenge here is how will do a mass/huge creation of access to members. Again a thanks to Johngoodwin who helped me here.

The process is as follows,

  1.  Create a couple of Assess to members to get start with manually
2.    Once we have a handful of them, create a LCM export using “Application Management”

Under Security it will display the users and the groups which were given access to the dimension members

Export the artefacts by selecting only the Security as at this point we are interested in only security. But the whole application can be selected and the changes can be imported back.

The exported files will look like following

 Update the Security information as needed,
Ø  Extract the zip file using 7zip

ØOpen the Users.xml for assigning the access to users and Groups for giving the access to the groups.The users.xml will display as below,
Under <name> add  the user you want to assign the access
Under <objectName> add the dimension member you want to assign the access
Under <flag> provide one value as needed
Under <accessMode> either provide READ or READWRITE as needed.
Once the file is edited and ready for both the users.xml and Groups, have them zipped using 7zip.

     Let’s see how to build the xml files using Excel

Open Excel and create a data source using the original xml file exported from LCM

Once you have the needed content in the excel re you get that saved as a XMl file using “XML Data” as the save option.

4.    Importing the edited artefacts back to PBCS.
Now the artefacts can be imported back (after adding all the needed access to the dimension members) to PBCS either manually or getting it automated
Uploading Manually and importing it back
Selecting the uploaded artefacts and importing it.          

That’s it you are done. As i write this blog Celvin have come up with awesome idea of creating the xml using the Groovy 

Tuesday, January 31, 2017

Oracle PBCS Feb 2017 (17.02) update!!

The Feb 2017 patch for the PBCS is bringing some eye catching updates

Friday, January 20, 2017

Oracle PBCS Access Logs-Patch applied!!!

This is continuation to the blog I wrote about Oracle PBCS Access Logs!! The changes that was described in the December 16 updates are applied on 6th Jan 2017 .