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Planning
Discussion List
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How to update OAuth settings for Oracle Cloud Services (EPM) in IDCS?Summary: I am trying to enable OAuth 2.0 authentication using refresh tokens in our Oracle EPM Cloud environments. I have already created an Integrated Application in ID… -
Important 25.11 Update in EPM Platform Forum - for PlanningSummary: Here is an important announcement posted in EPM Platform Forum regarding 25.11 Update Content : Here is the link to the announcement - please do make sure to re… -
Announcing an updated version of the Oracle Healthcare Planning Solution!Announcing an updated version of the Oracle Healthcare Planning Solution! The solution delivers out-of-the-box best practices for budgeting & forecasting for healthcare … -
Predictive Cash Forecasting Refresher Session Replays availableSummary: Predictive Cash Forecasting (PCF) is a new planning application that has been available for last one plus year and we have now added the Fusion ERP integration …
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Announcing: New How Do I?... Help Center Page for PlanningSummary: A new How Do I?… Help Center library page is now available for Planning. Content (please ensure you mask any confidential information): We are pleased to announ… -
Now Available: New Design Best Practices GuideNew: Sign up for the webinar on Cloud Customer Connect We are pleased to announce the release of a valuable new resource, the Design Best Practices guide. This guide hel… -
De-Support of Cloud EPM Forms 1.0 and Dashboard 1.0Summary: As announced in the IMPORTANT Actions and Considerations section of the Oracle Fusion Cloud Enterprise Performance Management Feb 2025 What's New, please ensure…
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Run Integration API - Substitution Variable in periodname not recongizedI'm trying to orchestrate the execution of the EPM integrations remotely, and I've seen in the Oracle Documentation that is possible to pass as part of the periodname ev…
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Verify Syntax and Format Code functionalities are not working in the Business Rules (Calc Manager)Summary: I am trying to use the Verify Syntax and Format Code functionalities in Calculation Manager, but they are not working in the Test instance (Version 26.05.66). H…
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Groovy with copyfile restAPI to copy file from one instance to another failsI am attempting to copy a file from the /Outbox folder (Data Exchange) of one Oracle PBCS instance to the /Inbox folder of another PBCS instance using the copyfile REST … -
Issue with Data Form Formula row labelSummary: In data form, Formula row label is not displaying when consecutive formula rows are added. Content (please ensure you mask any confidential information): After …
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How to remove shared member in calculation rule?Hi everyone, I'm working on an Oracle EPM Cloud (Hybrid BSO) calculation and have a question regarding member selection. My Account dimension has two top-level hierarchi… -
@UDA NOT WORK "not a valid UDA value" even though the UDA is assigned in Dimension EditorHi Everyone, Hi everyone, I'm working on an Oracle EPM Cloud (Hybrid BSO) application and am experiencing an issue with the @UDA () function. I assigned a UDA to several…
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Vendor Planning - Best PracticesSummary: What is the best approach for Vendor Planning and would appreciate your guidance on leading practices. Specifically, we would like to understand whether organiz… -
Planning Scenario/Period securityIs there a way to assign different security groups write access to different periods in a scenario? Our financial year runs from Jul to Jun. Our year-end process extends…
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How to filter out zero amount/balances while pulling data from ERP GL using Data Integration?Summary: We are implementing a direct integration to load General Ledger (GL) data from Oracle Fusion into EPCM using Direct Data Integration. During testing, we observe…
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SV: UDA filter not working on latest version 20.100Content Hi all Does anyone know if this is a new problem with the latest SV version: We are using UDA to filter one dimension in a prompt calculation.It was working fine… -
"Unable to retrieve source budget name" error during EPM to ERP (BC) integrationWe've run integrations several times over the past couple of years to move data from Planning to Budgetary Control in ERP, but this is the first time I've gotten this er…
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Problems displaying formula row headers in forms 2.0 since the 26.6. updateSummary: Since the last update, we have been experiencing problems with the display of formula rows in forms. As soon as two consecutive formula rows are defined, the he…
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What is the Auto Predict member threshold limit?Summary: Content (required): When setting up a new auto predict job, we are getting an error that says "Unable to load the following resource: Unable to save this artifa…
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"Unable to retrieve source budget name" error during EPM to ERP budget pushSummary: We are trying to push budget data from EPM Finance(custom) application to ERP Budgetary control cube. The data push works for one of the ledgers, but does not w… -
EPM Automate Working Directory Behavior ChangeSummary: Recent EPM Automate updates changed how files are generated and stored, redirecting outputs to the default ProgramData folder instead of the current working dir… -
My log is saying The Drill Region option is not enabled for the applicationMy log states the above message, but i am sure everything is turned on. -
How to Set Conditional Smartlist Functionality ?Summary: Dear All, I would like to ask if it is possible to use Smartlists with conditional functionality. Here’s an example of what I’m trying to achieve: Column 1: Inc…
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Unable to login to Smart view , Login Page is blankSummary: Hi , I'm unable to login to Oracle SmartView , when I try to connect to a private connection - the login page appears blank and eventually grey . I was on versi…
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If a new dimension is added to a report do we have to rebuild books?We have to add a new attribute dimension to our reports every year. When we were on-prem we did not have to then go update the books that contrain the reports with the n…
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Global Mapping not working for File-based IntegrationIssue: We are trying to run a file-based integration through Global Mapping which is not working. Source file has year (FY27, FY28…) and period (Jul, Aug…) columns. Glob… -
Can't Add User to Security Group in 26.06Summary: I can't seem to add users to security groups in 26.06 via the "Manage Users" tab of the "Access Control" pages. None of the security groups appear in the "Avail… -
What is Oracle's leading-practice operating model for Vendor PlanningSummary: Oracle, based on your most successful EPM and ERP customers, what is the recommended target-state operating model for vendor planning that balances forecast acc…
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after 26.06.95 -> reports page takes a lot of timeHi, After applying patch 26.06.95, we’ve noticed a significant slowdown when accessing the Reports page. Before the patch, the page loaded significantly quicker, but now…
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Deleting multiple reports at onceSummary: How can you delete multiple reports in one go? Content (required): Hi all, Our reports (approx 50) are put in a folder structure. As we want to delete all of th…
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Power User cannot run Data Integration – Export step failsHello everyone, I have a Power User with the Run Integration role assigned. The integration runs successfully when executed by a Service Administrator, but fails for the…
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Data Map running via REST API is doubling data in one currency for some monthsSummary: Running a data map via a REST API or groovy getDataMap.execute in a business rule is doubling data in USD_Reporting for some months for one org Content (please … -
Potential Aggregation Issue with “Never” (^) Consolidation Operator in EPBCSAccording to Oracle documentation, the “Never” operator should completely exclude a member from aggregation, both within its own dimension and across other dimensions. H…
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File-based Text Data IntegrationSummary: Text data visible in Workbench but not loaded into Oracle EPM Planning Details: Hi everyone, I'm trying to load text data into an Oracle EPM Planning applicatio…
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Vanity URL for SSODear Experts, We wanted to know oracle provides any Vanity URL at the time of SSO configuration. Any inputs. Best Regards, Pratik Yadav -
Adding synchronize defaults 2.0 in pipelineSummary: As per the requirement we need to add synchronize defaults 2.0 and synchronize definitions 2.0 in a pipeline so that these will be executed as a part of Pipelin…