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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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Does integration Oracle Recruiting Cloud - Oracle EPM Cloud Workforce Planning exist?Hi Team, Has anyone had experience with integrating Oracle Recruiting Cloud and Oracle EPM Cloud Workforce Planning? Specifically, is it possible to create a new Job Req… -
How to set up email notification for PipelineSummary: Content (please ensure you mask any confidential information): I would llike to get a notifiation when a pipeline completes. I tried to set it up per domumentat… -
Refreshing members from a remote cube via Data Management REST APII'm using the Data Management REST API (/aif/rest/V1/jobs) in EPM Cloud Planning to trigger jobs via Groovy scripts. I'm trying to refresh members from a remote applicat… -
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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Source expression is causing issue in epbcs integration after 26.04 upgradeSummary: We had the following source expression in the integration which is causing issue after 26.04 upgrade Content (please ensure you mask any confidential informatio…
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How to handle Date Format mismatch between Source (MM/DD/YYYY) and Data Integration (MM-DD-YYYY)?Hi Everyone, I am facing an issue with date format synchronization in Data Integration (Data Exchange) and would like to know how you usually work around this limitation… -
Dynamic FIX Range Using User Variable and SHIFTSIBLING in PBCS Calc ScriptHi all, I am currently trying to implement a rolling forecast logic in an Oracle PBCS calc script. The Revenue of the next three months should be calculated differently …
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Error while loading special character member data in Data ManagementSummary: Content (required): Hi All, Here we are trying to load data for the members containing special characters like -,(,),", in the EPBCS application using Data Mana…
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PBCS–Planning Webform / Smart View Unresponsive After Long-Running Business Rule Execution (>5 min)Summary: Hi All, We are seeing an issue in PBCS where Planning webforms and Smart View (Excel) become unresponsive after submitting data that triggers business rules run…
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Dynamic calc members crossing dim with smart list member does not calculateSummary: Content (please ensure you mask any confidential information): Hello, I have the following calculation Sparse_DimA = @MEMBER(@CONCATENATE("HSP_ID_",@HSPNUMTOSTR…
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How to clear partial data in ASO Reporting Cube via Groovy when Aggregation Views are enabled?Hi everyone, I'm working on an Oracle EPM Cloud Planning application (version 26.05) and I need to clear partial data from an ASO reporting cube before running a series …
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two pass calc in hybrid bsoSummary: Two-Pass calculation is the only method that makes our calculated KPI work in our Hybrid BSO cube. Although Solve Order is the recommended method for controllin… -
Groovy error "A method called by the script failed on line..."Summary: I am trying to update the substitution variable using a groovy script from the Business rule, which is returning an error. Content (required): I have a groovy s…
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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… -
Release data for Smart View 26.100?Is there a release data for Smart View 26.100?
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how to automate a refresh member from data exchange with groovy rule?Summary: how to automate a refresh member from data exchange with groovy rule? Content (please ensure you mask any confidential information): We created a groovy rule to…
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Refreshing Target Application Members in Data ManagementSummary: Before loading data from ERP GL we need to automate "refresh members" Content (required): Is there any way to automate the "refresh members" on target ECOA appl…
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Extract all level data from a BSO Planning ApplicationWe are attempting to extract all‑level data, including dynamic calculation data, from the BSO Planning application. The extraction is currently failing due to the extend…
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Automated / Dynamic Comments in ReportsSummary: The customer requests a feature to automatically generate dynamic comments within reports that explain changes in key metrics. Specifically, they want comments …
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Is there a way to display a non-default Alias Table in a SmartList?Hi Everyone, I am looking for a workaround or any built-in feature to change the displayed alias table for a SmartList in EPBCS / EPM Cloud. Currently, it appears that S…
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Open Detailed Report when you Right-Click in FormsWe have a Manage Department Requests form where they can put in their own Requests I have added a right-click menu option so they can open and print report depending on …
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Could we have a feature to download the activity reports.Summary: While trying to troubleshoot an issue i needed to sift through many of the Activity reports and there is no easy way other than to copy and paste the informatio… -
Enable "save as smart form" button in SVSummary: Hi All, I'm doing some testing on the subject of smart forms as I believe this form type might be of relevance for a customer. Then again, Smart View does not s…
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Advanced Prediction support forecasting based on target OPEX values set at the Function level or TopSummary: Does IPM (Intelligent Performance Management) / Advanced Prediction support forecasting based on target OPEX values set at the Function level/Top level and auto…
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Is it possible to build and test AI Agents for EPM Financial Planning in AI Agent Studio without IAMSummary: Is there any way I can test EPM AI Assistants without IAM Integration? Currently, I am using public instance for ERP and EPM and I do not have access to IAM. I …
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Smartlist Data Will Not Push to Target Cube Via Data MapSummary: I have a BSO cube TRANSFER that contains an Account dimension member driven by a smartlist. That smartlist is populated based on where the Cost Center dimension… -
Change History Does Not Appear on All CellsIn Oracle EPM Cloud Planning, we observed that not all changes on a cell are reflected in Change History. Enable Auditing has been on already, and we are able to see Cha…
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how longer the Demantra will be supported from OracleOne of our client wants to implement Demantra . Hence we need to understand how longer the Demantra will be supported from Oracle .what is time period untill when the Or…
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Balance Sheet Closing Balance calculation in Business ruleSummary: Content (please ensure you mask any confidential information): To calculate the Opening balance for the current month, we have a business rules that takes the p…
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Predictive Planning – Unexpected sign behavior for Revenue and Expense scenariosSummary: Hi all, I’m currently working with Predictive Planning (IPM) in Oracle EPM and I’m observing some unexpected behavior in the generated scenarios (Working, Best …