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For more information, please refer to this announcement explaining best practices for getting answers to questions.
Planning
Discussion List
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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 …
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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 … -
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…
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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… -
What Happens if a dimension hierarchy type is not set in an ASO cube?Summary: What happens if a dimension's hierarchy type is not set? Does the hierarchy type just default to "Stored"? Content (required): I recently set up an ASO cube for… -
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… -
Oracle OOTB Finance Driver based PlanningSummary: Hi Experts, I have a scenario where my customer wants to understand if there could be any performance issues when using Oracle’s out‑of‑the‑box Finance and Plan… -
Automate file transfer from SFTP to ePBCS using copyfromsftpI am trying to use copyfromsftp in groovy business rule, rule is working successful but file is not getting copied from sftp to data management inbox. Need help . -
Passing file name while using rest API to run data load ruleSummary: I am running the data load rule using rest API functionality but while giving the file path it is giving an error mentioning "File or directory does not exist" … -
custom business rule not yielding expected resultsSummary: I am trying to write a simple business rule to take many discontinued entity balances and add them up and store them in a single new entity. The rule I wrote is… -
How to bold “Total” row and sort in descending order in Table chart (Planning Dashboard)?Hi Experts, I am working on a Planning application (Oracle Cloud EPM) and building dashboards using the Table chart component. I have the following requirements: Bold th… -
Groovy to identify deltas in edited cells in a formSummary: I'm new to Groovy and in one implementation of Planning I need to create a rule that can identify not only which cells were modified, but what was the "delta" o… -
Configure Source Connection Error: TEST ok. PROD errorSummary: HI, I am trying to configure a connection with oracle erp cloud. When I configure using test erp. I am able to make connection. When I configure using prod erp.… -
Download file from Inbox/Outbox explorer via Rest APISummary: Download file from Inbox/Outbox explorer via Rest API Content (please ensure you mask any confidential information): Hi, I am trying to download a file from Inb… -
multiple monthly calendarhow to handle multiple calendars for different products in one PLANNNIG Application? some users want to use JAn-Dec, few want to use OCt- Sep. is it possible to use? IF … -
Using Multiple Monthly calendar in a EPBCS applicationSummary: How to make use of multiple calendar in a EPBCS Application Content (required): Hello All, We would like to know is it possible to make use of multiple calendar… -
Can we capture warning status in EPM Automate as response while executing runDataRule command.Summary: Hi All, Can we capture warning status in EPM Automate as response while executing runDataRule command or is there any way to capture the warning status in integ… -
Excel Groovy ParserSummary: This code is to read an excel file in EPM Groovy. The LXP (Lite eXcel Parser) is designed to parse .xlsx files natively. It functions by unzipping the Excel fil… -
Mass Delegation in Workflow in Planning EPBCSSummary: There are over 450 workflow delegations that need to be performed. At present, delegations must be completed individually, which is extremely time-consuming and… -
HOW TO ADD PRE-DEFINED Substitution Variables TO ALL CUBEHello, I am currently using EPBCS. When checking the demo server, I noticed that the pre-defined variable (OEP_CurMnth) is registered for all cubes. How can I register i… -
Download File to a directory from Planning via API / EPMAutomate / GroovySummary: I need to download a file from Inbox/outbox Explorer to the address I want. Content (required): Hello All, Today we can download a file from Planning via EPMAut… -
Oracle EPM to ERP Integration - getting 401 errorSummary: I am configuring Oracle EPM to ERP integration and setting up source connection. When I test the connection, i receive "Unable to connect to source system Oracl… -
REST API for Direct Data Read/Write in EPMDear All, We would appreciate your guidance on whether EPM provides a supported REST API to Read and Write data directly , without relying on Data Management or file imp… -
Book Prompt Member AliasSummary: Hello, I created a Book within Planning that is the combination of two reports in Planning. Both reports have a Prompt for a specific Dimension and both are cur… -
How to load multiple periods into beg balance in EPCMSummary: In order to have a calculated driver work in EPCM I need to add my Prior Years Year Total with the BegBalance from the prior year. We had initially loaded the d… -
Data integration query with multiple periods - Update year mappingSummary: Hi All, I am trying to load flat file to Planning application. File has data for multiple months in rows. I am using Source mapping for Period. Year is also in … -
Groovy String Issue In Calc Script IFSummary: Running into an issue where we are trying to @SHIFT values based on an average receipt date. In the Working image below the @SHIFT is working and moving the val… -
Oracle EPM Data exchange, Ignoring all the data in mappings but the job failsSummary: Hello, In EPM data exchange, I see that the job fails if all the data are ignored as per the mappings, Is there a way it could give a warning or make it sucessf… -
Attribute dimension update using groovySummary: I am looking for a solution to update non-HR positions added by a Planner during the budget process. Currently the user has service admin roles and is able to d… -
Financial Reporting - Showing children from selected Entity in POVDear Community, our client needs a financial report where he selects an Entity in the POV of the report and then sees the number for all respective children of the selec… -
[sharing info] Interesting find using debug mode and edit mode with different resultsSummary: I was working on a calculation to add the ARR of a contract to a vintage month (If the contract starts in Jan 24, I want the ARR to be placed in Month 1 and the… -
How to supply member names with variables in CalcScript/Groovy?I'll make this quick; I'm just trying to save myself the chore of digging through the internet and forums for hours. We sync our labor data from HCM using CSV files. Thi… -
Is it possible to force a line on a form to read only by row/column vs by cell using Groovy?Summary: I would like to have a groovy business rule set security on an entire column or row to read only vs having to do it by cell. Content (please ensure you mask any… -
Calculation Performance Degradation in ProductionSummary: Production Cloned to another Instance Content (please ensure you mask any confidential information): We cloned our production environment into a parallel produc…