Dayalan Punniyamoorthy Blog

Showing posts with label #PBCS. Show all posts
Showing posts with label #PBCS. Show all posts

Sunday, May 28, 2023

Restoring the Out of Box artifacts for the EPBCS modules!

It happened that some of the module-based artifacts were missing/accidentally deleted and we were finding a way to restore them.

As a user of Oracle Enterprise Performance Budgeting and Planning Cloud Service (EPBCS), you may want to restore the out-of-box artifacts that were delivered with your EPBCS instance.

In this blog, we will see how to systematically restore artifacts related to the EPBCS module's process of restoring the out-of-box artifacts for the EPBCS modules.

Wednesday, November 16, 2022

Calling Data Management Rule from Calculation Manager rule using Groovy!

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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.

Sunday, May 29, 2022

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).

Wednesday, May 25, 2022

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. 

Friday, May 20, 2022

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" 


Thursday, April 21, 2022

Cube refresh failed with Essbase Cube: Cube Name, Error code: 1060374 - Fix/suggestion

A quick one that took a while to fix the issue, assuming it helps the needy.  

The customer was running on EPBCS on version latest version. While running the database refresh it did throw the following error message, 

Cube refresh failed with Essbase Cube: Cube Name,

Sunday, February 20, 2022

KSCOPE 21 - Takeaways and programs/code used in my presentation - Part 1

Welcome back to my Blog. Hope you find this one useful & informative.

I did present this topic in KSCOPE 21 -  and as promised during the session will be posting all the programs and the code that is used during the presentation.

In this post, I will post the EPM Automate program and the Groovy Program to automate security management.

Also, you could find my presentation here.



Wednesday, December 29, 2021

Running Data Management rules using REST API (PBCS/EPBCS)

REST API allows running the Data Management rules using the following two job type methods

  • DATARULE
  • INTEGRATION
DATARULE - is an older method for running the Data Management whereas INTEGRATION is the updated version of DATARULE method.

In this blog let's see how to invoke a Data Management rule using the INTEGRATION method using Postman.

Saturday, April 3, 2021

Things to note while loading Date Format values using Data Management into EPBCS/PBCS!

We all have loaded non-numeric (Text, Date & Smartlist, etc..) using the Data Management (FDMEE cloud). I thought I will reiterate the common mistakes done while loading the All data types data.

  

  • Check All Data Type (for Delimited or Multi Column)– under File Type in Import Format is selected.

The first step to verify the Import Format is set to Multi Column -All Data Type or Delimeted- All Data Type as Numeric data will not load Date format data.

In this screenshot, i am loading the Date to the member OCX_Purchase Date


Tuesday, March 31, 2020

PBCS-DataManagement-Delete-Entire-Integration!!!




You can delete an integration including the name, import format, location, mappings and any data rules created in Data Integration. This option enables you to delete an entire integration without having to delete individual components.


We all have come across a situation to delete a Data load Rule, Import Format or the Location and since they all tied to each other its difficult at times to deal with these errors messages, 




Well that is where the Delete Integration comes handy as a lifesaver

You can delete an integration including the name, import format, location, mappings and any data rules created in Data Integration. This option enables you to delete an entire integration without having to delete individual components.

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, 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 11.1.2.3.505, but I could still see this behavior in the latest version of the Smart View 11.1.2.5.720.
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, 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.

Requirement:

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. 

https://demo-test-demo.pbcs.us2.oraclecloud.com/HyperionPlanning/faces/LogOn?
Direct=True&ObjectType=FORM&ObjectName=ForHeadCountExt&POV="&FcstStartMth","&ActCurYr"


And the Forms is called using the sub var


Hope this helps !!!

Friday, December 30, 2016

Loading data into PBCS ASO using Smart-view HsSetValue & HsGetValue!!!

Let me cover a simple one this time, how to load data to a ASO cube using smart view in PBCS using HsSetValue & HsGetValue

Just make sure the following statements are true before the load

The Level 0 members are selected for the data load for all the dimension’s part of the ASO cube

As we all know we can’t load the data to a dynamic calculated members and attribute members

As per the document

HsGetValue

Data sources: Oracle Hyperion Financial Management, Oracle Essbase Cloud, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Enterprise Performance Reporting Cloud

HsGetValue retrieves data from the data source for selected members of a dimension. When HsGetValue retrieves no data, the value specified for the #NoData/Missing Label replacement option is used (see Table 1). When users select Refresh or Refresh All, only

HsGetValue is called. When users select Submit, HsSetValue is called first, HsGetValue is then called only if HsSetValue returns successfully.