Dayalan Punniyamoorthy Blog

Showing posts with label REST API. Show all posts
Showing posts with label REST API. Show all posts

Sunday, March 1, 2026

Unlocking EPM Power: Get User Variables with Oracle Planning REST APIs!

Retrieving User Variables in Oracle EPM Using REST APIs

If you’re building integrations with Oracle Enterprise Performance Management (EPM), sooner or later you’ll run into User Variables. They are everywhere—driving form personalization, security filters, default selections, and even calculation behavior.

The good news? Oracle EPM provides powerful REST APIs that let you retrieve user variable values programmatically.

In this blog, we’ll break down two commonly used REST APIs:

  • GetUserVariablesForUser
  • GetUserVariablesForUserAndMember

You’ll learn:

  • What user variables are and why they matter
  • When to use each API
  • How to call them
  • What the response looks like
  • Common real‑world use cases

All examples and explanations are provided with reference 

 

What Are User Variables in Oracle EPM?

User Variables are configurable placeholders that dynamically resolve to dimension members based on the logged‑in user. They are widely used across Planning, FreeForm, FCC, and other EPM modules to personalize the experience.

Typical use cases include:

  • Default Entity, Version, or Scenario for a user
  • Security‑driven data access
  • Dynamic filtering in forms and dashboards
  • Personalized calculations and rules

From a technical perspective, user variables help avoid hardcoding dimension members and allow applications to scale across users with different responsibilities. [docs.oracle.com]

 

Why Retrieve User Variables via REST APIs?

While user variables are usually set and managed through the UI, integrations often need them programmatically. Common scenarios include:

  • External applications that need to respect EPM personalization
  • AI agents or middleware dynamically resolving context
  • Audit and validation of user setup
  • Mass analysis of user configurations
  • Integration testing and automation

Oracle addresses these needs through the User Variable Values REST APIs available in Planning REST API v3. [docs.oracle.com]

 

API #1 - What This API Does

This API retrieves ser variable values set for all users and for all user variables defined for the application.

 

REST Endpoint

/HyperionPlanning/rest/v3/applications/EPBCS/uservariablevalues




Response



API #2 - What This API Does


To retrieve user variable values set for all users for a user variable with a specific name.

REST Endpoint  

/ /HyperionPlanning/rest/v3/applications/EPBCS/uservariablevalues/Asset - Buy



API #3 - What This API Does

//HyperionPlanning/rest/v3/applications/EPBCS/uservariablevalues?q={"userName":"dayalan.example@example.com"}


to retrieve user variable values for one or more users.






Example Use Case

  • An external planning portal needs to open with the same defaults as EPM
  • A batch job validates that users have all mandatory variables assigned
  • AI‑driven workflows resolve default dimension context before executing rules

 

 

Security and Access Considerations

  • Service Administrators can retrieve variables for any user
  • Regular users can retrieve only their own variables
  • APIs follow standard EPM REST authentication (Basic Auth or OAuth2)

Oracle also enhanced these APIs in recent releases to allow retrieving multiple users’ variables in a single request, improving performance for administrative use cases. [docs.oracle.com]

 

Real‑World Integration Patterns

Here’s how these APIs are commonly used in modern EPM architectures:

  • AI agents translating natural language into EPM actions
  • Data pipelines aligning user context across systems
  • Automated testing validating environment consistency

If you’re building an EPM Control Center, middleware, or AI‑driven workflow, user variables are often the first API call you make.

 

Final Thoughts

User variables may look simple on the surface, but they are foundational to personalization and security in Oracle EPM. Oracle’s REST APIs make it easy to retrieve them in a clean, scalable, and secure way.

 

If you’re building advanced integrations or AI‑powered solutions on Oracle EPM, mastering these APIs is a must.

 

 Happy days on the cloud!


Thursday, March 27, 2025

EPCM - Copy Data by Point of View operation via Groovy

If you’ve been working with Oracle EPM Cloud, particularly Profitability and Cost Management (PCM), you might need to copy data between different POVs (Point of View) in your application.

In Oracle's Enterprise Profitability and Cost Management (EPCM), efficiently managing data across different Points of View (POVs) is crucial for accurate financial analysis and reporting. A POV typically represents a specific combination of dimensions such as year, period, scenario, and version. Copying data from one POV to another allows organizations to replicate datasets across different scenarios or time periods, facilitating comparative analysis and forecasting. Oracle provides a REST API endpoint specifically designed for this purpose: the "Copy Data by Point of View" operation.


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:

Saturday, August 27, 2022

Invoking REST API via Groovy program outside of EPM Cloud – Authentication to EPM Cloud

In this blog, we will see how to invoke the Oracle EPM REST API endpoints outside of Oracle EPM (as a standalone program accessing the REST API endpoints from any machine where the Groovy program can be executed). We all knew we can call Oracle EPM REST API endpoints from the Calculation Manager Business rules as Groovy rules but this is entirely different from that.

 

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.

Saturday, April 2, 2022

List Backups via REST API for PBCS/EPBCS applications

The new REST API features enabled on April 22 are so cool, you can now access all the backups created by Oracle on your own without the need to raise an SR with Oracle support. I am referring to the Artifact Snapshot taken by Oracle when there is a change to the instance.


From the Oracle Documentation,

List Backups - Only for OCI (Gen 2) Environments

In OCI (Gen 2) environments, you can list available backup snapshots archived by Oracle in the Oracle Object Storage Cloud.

You can then restore available backup snapshots (copy them to the environment), To restore backup snapshots in OCI (Gen 2) environments, see Restore Backup. After copying the backup, you can archive it or use it to restore the current environment by yourself. After copying the backup, you can archive it or use it to restore the current environment by yourself. With the List Backups and Restore Backup APIs, you no longer have to create a service request to request a backup from an OCI environment.

This API is version v2.

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

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
Method
Description
GET
Retrieve information about the REST API resource
POST
Create a REST API resource
PUT
Update a REST API resource
DELETE
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
     Planning
v3
/HyperionPlanning/rest/ 
     Migration
11.1.2.3.600
/interop/rest/ 
Data Management
V1
/aif/rest/

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

Tuesday, August 20, 2013

Just about me

This is Dayalan Punniyamoorthy and I am passionate about the Oracle EPM suite of products. I did start my career with Brio aka Hyperion Interactive Reporting in 2006. Until now from 2006 I did acquire knowledge on multiple Oracle Hyperion EPM suites of products. In this blog, I will post my findings and the learnings I feel helpful to others who are using the Oracle Hyperion EPM Suite of products.

Keep visiting if you find my blog useful.

I can be reached by Twitter @Pdayalan

Via Linkedin - https://www.linkedin.com/in/dayalanpunniyamoorthy/

Thanks for your time.

Dayalan P.