Groovy rule to perform an action depends on the selected Scenario in the RTP!

This time, A different scenario was accomplished using the Groovy by one of my teammates. I thought of sharing here.

The requirement is to populate the Long-range planning and the rule will perform an action if the OEP_Plan (budget) is selected in the RTP and a different action if OEP_Actual (actual) is selected in the RTP.

Add a New row to enter data for a New Product or a Customer - Using Groovy Part 2

 In the Part -1  we saw how to add a new row for a New Product or a Customer using the Calculation Manager rule. In this post, we will see how to do the same using the Groovy rule. 

This is the data from where add a row option is enabled,

Column A is hidden and the rest of the column will be visible.

The actual form is shown below, 

Add a New row to enter data for a New Product or a Customer - Part 1

 In this blog, let's discuss how to address the requirements of entering data into a New Product or a Customer in a Data From exists in the PBCS or EPBCS application where the Suppress missing data for Rows or Suppress Missing data for Columns are enabled. Or the data does not exist for that combination but the users want a provision to enter the data for that specific combination. 

During the Budget or the Forecast, the users might want to enter data for a combination that never had any historical data. 

It is a general best practice the Data Forms will be enabled with the following,

• Suppress missing data - Rows
• Suppress missing data - Columns

Calling Data Management Rule from Calculation Manager rule using Groovy!

This was always a special request from multiple customers Can I run Data Management rules from a form?  For quite a while the answer was sorry you cannot. But with Groovy + Calculation Manager you can do that. Yes, you can call the Data Management rule from a Calculation manager rule and attach the Calculation Manager rule to a Menu and attach that Menu to the Form, so the users can run them when needed.

The next question is if the User id is not an Admin user, will he be still able to run the Data Management rule. As per the Oracle EPM security setup you cannot.

But you can overcome this by using Connections either by using On Demand Connections or Named Connections.

A Brief intro on when to use when, (from the Oracle document)

In general, connections can be created in one of two ways:

On-demand connection

  Connection connection = connection(http://server:port/HyperionPlanning/rest/v3/applications/Vision, "user", "password")

These connections are easy to change and are great for prototyping and trying out connections.

Named connection

  Connection connection = operation.application.getConnection("Job Definitions")

These connections allow clean separation between resource details and usage. This has multiple benefits over on-demand
connections including:

• Ease of maintenance - Reuse a connection definition in multiple scripts. Any changes to the definition will automatically apply to all scripts using the named connection.
• Enhanced security - with on-demand connections, confidential information such as passwords and API keys are visible to anyone who can edit the Groovy script. With named connections, sensitive information can be encrypted and stored securely and cannot be seen or retrieved by Groovy scriptwriters.
• Ease of use - simplifies the creation of connections to first-party resources such as Oracle Cloud Services.

All About Connecting EPM Cloud Environments & Managing it via REST API!

Connections

Service Administrators can connect multiple EPM Cloud environments of the following types:

• Planning
• FreeForm
• Financial Consolidation and Close
• Tax Reporting
• Profitability and Cost Management
• Enterprise Profitability and Cost Management
• Account Reconciliation
• Narrative Reporting
• Oracle Strategic Workforce Planning Cloud

Once Service Administrators set up the connections, users who have access across EPM Cloud environments can navigate across them from a single access point with one login. 

Also, artifacts such as forms and dashboards, from across environments can be co-mingled within a cluster or within tabs on a card in navigation flows. Artifacts in the target environment are accessible based on the user's role.

All about Cross application data map in PBCS/EPBCS application!

Oracle released the cool feature of "CROSS APPLICATION SUPPORT FOR SMART PUSH IN DATA MAPS" in April 2022. 

Cross Application Smart Push feature enables customers with multiple applications to instantly move data, cell comments and supporting detail from a cube in a source application to a reporting or other cube in a remote target application

Applies to: Planning, Planning Modules (both as source and target), FreeForm (both as source and target),  Financial Consolidation and Close (target only), Tax Reporting (target only).

Adding history Years in PBCS/EPBCS!

We all might have come across this request when we need to add a history year. The Years are populated using the parameters specified while creating the Planning application. 

It is pretty common where we created the Planning application starting from FY16 but later on the request was to add the FY15 too. 

Newly added users to PBCS/EPBCS cannot access the instance!

Newly added users to PBCS/EPBCS cannot access the instance!

You might have hit this issue that the recently added users to PBCS/EPBCS cannot access the instance, it gives an error message,

"User is not authorized on this service instance"