Dayalan Punniyamoorthy Blog

Showing posts with label automation. Show all posts
Showing posts with label automation. 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!


Wednesday, May 29, 2024

Automation PowerShell Script to invoke EPM Automate commands!

Lets have a detailed walkthrough of the PowerShell script detailing its purpose and functionality. The script is designed to perform several tasks: logging into the EPM, run the Data Management Integration rule, download the generated extract created by the integration rule, download the data file & then logout from the EPM instance.


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, 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.

Sunday, May 31, 2020

Oracle Enterprise Performance Management Cloud June 2020 update part 2


This is in continuation of Part 1 series of the June 2020 new updates for the Oracle Enterprise Performance Management.

Quick one today is the sortMember

Sorts members of Entity, Account, Scenario, and Versions dimensions and of custom dimensions. This command is useful for sorting dimension members after loading members into Planning.

Note:

You cannot use this command to sort members of Period, Years, and Currency dimensions.

 This command works only for Planning.

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.