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Planning
Discussion List
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How to maintain a single drop-down option(page dimension) for multiple grids in HFR?Summary: We have created a HFR report with three grids. Each grid has the same dimension in page POV with same range. Is there any option which will allow us to have a s… -
Level 0 Descendants of Multi-Selection Prompts in REPORTSHi - I have been researching / testing things for a bit and figured I would ask the question as I assume this has been a requirement before. This functionality was in Fi… -
Smartlist Members are showing junk values on parent level in reporting cubeSummary: Smartlist members showing Junk values at Parent level in Reporting cube. Looking for a technical solution to curb aggregation of Smartlist members across dimens…
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Saved Linked Objects in Management ReportsA question to the community - does anyone know when management reports in Planning Cloud will support adding saved linked objects like we can in FR? We have a customer w…
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FR Report Que : Display Yeartotal on FR report and allow user to expand only if rqdSummary: We want to develop FR report in excel format such that the report opens at Yeartotal level and then allow the user to expand to month level only if the user wan…
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Spread values evenly across Period dimension using @xwriteNewbie Here.... Is it possible to spread values evenly across the Period Dimension (Jan:Dec) using grid spread like what is available in forms? For example, I have Labor…
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Is EPBCS, workforce, Capex and Project modules supporting Rolling Forecast option?Summary: Is EPBCS, workforce, Capex and Project modules supporting Rolling Forecast option? I see that these three modules are not supporting this. Content (required): I…
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Unable to push data from WF to Fin Cube using OOB Data Maps for Non Comp AccountsSummary: Unable to push data from WF to Fin Cube using OOB Data Maps for Non Comp Accounts. The data maps is only letting us push the Data to a single Account in Fin Cub…
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Grrovy : getting members with values from a datagrid.Summary: Grrovy : getting members with values from a datagrid. Content (required): Dears, I have been trying the following without success, but I guess I am pretty close… -
Netsuite to PBCS interface custom transaction typeSummary: Custom transaction type records are not included in saved search import in DM Content (required): We are trying to import data from a saved search from Netsuit …
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Dynamic Wording in Word using Planning and related ToolsSummary: Given I have a statement like so (See Quote) in my Financial Statements in Microsoft Word is it possible to refresh the decreased by $5.6 Million using EPM? Not…
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[Data Integration] Explicit Period Mappings for file imports broken?Hi everyone - I am experiencing an extremely concerning issue (submitting a severity 1 SR shortly as well), where our Data Integrations that use explicit Period mappings… -
[Data Integration] How can I generate and include a timestamp on a Data Export to File extract?I am looking to add a timestamp on a data extract via the Data Export to File target application type. From what I can tell, this is not a straightforward task, but I co…
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In EPM Planning Financials module, need to have cash flow impact assumption as specific dateSummary: Currently in EPM Financials, when selecting cash flow assumptions for 'cash flow impact' only available options are 'current period',30 days,60 days and 90 days… -
What's New in 21.12?Wow, another year done with lots of great updates. Attached is my take on the 21.12 updates with my annual review of the year's highlights. Please note the Workforce Pla… -
New Video AvailableWe are pleased to announce the availability of the following new video: Overview: Bring Your Own Machine Learning (ML) This overview introduces you to Bring Your Own ML … -
Mapping non compensation expensesSummary How do you map the non compensation expenses to Financials (OEP_FS)Content Hi, I've added a few non compensation expenses in an EJ workforce planning configurati…
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WFP to Financials Compensation data push for flexible accounts needs customisation.Summary: We have this requirement from client where 'Total compensation' value should be pushed from WFP to FIN cube. Right now its working on default OutOfBox members, …
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How to ignore the negative amounts in the outbound data management Interface?Summary: We are extracting a data from EPBCS cube to a flat file. But, it contains the negative amounts in it. Is there any way to ignore these neagtive amounts? Content…
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@CalcMgrExcelXIRR with @XRANGESummary: I am trying to implement excel's XIRR function using @CalcMgrExcelXIRR. When I run this function within the year (using XRange) it works fine but XRange across …
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PBCS Form, change order of Form Formula calculationHi, I have a form with Period across and Account down, I need to add some months up, I am using formula column to do this. I then need to divide a couple of the accounts… -
[Data Integration Files] Is there a way to automatically purge the outbox of exported files?We recently have been creating a variety of data exports via Data Integration. Some of the output files are large (upwards of 80mb), and these extracts are running every…
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EPM Integration Agent - stops "completing" the polling calls & how to monitor?My client has two different agents running on the same staging server, one for ARCS and one for Planning. ARCS has been running very smoothly for ~6 months. Planning has…
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How to install EPM Books in Smart ViewSummary: I'm unable to install the EPM Books feature in Smart View Content (required): When I try to download the smart view updates, it recognizes the EPM Books feature… -
Groovy code questionSummary: How can I test for a value in one column in a grid and retrieve the value of the second column if it passes the test? Content (required): I have a grid iterator…
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Shared Connections XML File Logging on to AllSummary: On Excel launch, Smart View is trying to login to all instances in the Shared Connections XML File. Content (required): I use a Shared Connections XML File, as … -
Use of cross dimensional operator in the FIXSummary: Use of cross dimensional operator in the FIX Content (required): Hi i need to give a range of specific month and years in a fix. what im expecting to pick using…
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How to get attribute like functionality for Accounts?Summary: In a planning cube (BSO) how do I get attribute like functionality to use in Reports for the accounts dimension? Since Account is always mostly dense and we can…
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Data Export to File Pivot: Columns missing due to no data for the specific memberIn Data Management/Data Integration, I have a data extract process that utilizes the Data Export to File method to pivot Accounts as column headers (5 Accounts in total)…
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2 new Hands-on Tutorials for Capital PlanningWe are pleased to announce the availability of the following 2 new Hands-on Tutorials for Capital Planning. These Hands-On Tutorials provide step-by-step instruction on …