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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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Is there a way to control member order when loading metadata through Data Integration?Summary: Existing member order is being changed by the metadata load through Data Integration. Content (please ensure you mask any confidential information): We are usin…
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PBCS SmartView retreival performance issues post 26.04Post patch 26.04.66 all our users are complaining about SmartView retrieval performance. Retrievals that were running under 5 mins till Friday, April 17, 2026 are sudden…
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Not being prompted with the sign-in screen when connecting to PlanningSummary: Not being prompted with the sign-in screen when connecting to Planning Normally, after entering a Planning URL in a browser the sign-in screen with the oracle i…
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Does server-side groovy script allow use of Agent2Agent to get password for login?Our enterprise standards do not allow use of password.epw file to store passwords. We have to store privileged user password in enterprise vault. Most examples that I sa…
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Data Integration - DLR options blankSummary: Content (please ensure you mask any confidential information): Hi all With the new version of EPM Cloud, When we try to setup the "Clear Regions" for some DLRs,… -
Predicting at parent levelI am following this Oracle tutorial steps (https://www.youtube.com/embed/p5mu9_PbJfw?rel=0&autoplay=1) to generate predictions for differents accounts. I've added HSP_DY…
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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… -
What is Oracle EPM Cloud policy on concurrent logins from multiple devices? Can we change it?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Predictive Cash Forecasting - Forecast Range SetupSummary: We have requirements for 13 week and 18 month forecast ranges for predictive cash forecasting, but it looks like the configuration settings only go up to 45 day…
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Concatenate Supporting Details and Account AliasSummary: Concatenate Supporting Details and Account Alias into the same cell Content (please ensure you mask any confidential information): I'm looking to concatenate Su…
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Assigning User Variables to FormSummary: I have renamed the seeded Entity dimension to Department. I do not want to use dynamic user variables. Is there a way to disable dynamic user variables for Enti…
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Customize Tab names for reports downloaded using "Print All" optionIs there a way to control/configure tab names for the excel reports downloaded using "Print All" option. As of now, it is displaying report name and 3 characters of the …
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Demand Planning page blankSummary: Demand Planning page is completely blank Content (please ensure you mask any confidential information): Hello, we have a specific user that has issues when acce…
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EPM Integration Agent : Error Updating OAUTH TokenSummary: EPM Integration Agent is getting error while updating access token and refresh token. This happens intermittently and the agent crashes and has to be restarted.…
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How to create the SFTP connect in EPBCS for Using a Copy from SFTP Job Type?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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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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The calculation results of business rules using UDA are not as expected.I've written the following business rules to handle cases where a UDA is assigned and cases where it's not, but as you can see in the attached image, the results are not…
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ASO Dynamic Calc member formula not working as expectedHi Experts, I am trying to calculate ASO Dynamic Calc member using below member formula: Formula for the dimension member called YTD : ([May],[No Week]) + Sum(CrossJoin(…
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ASO Dynamic Calc member formula issue after April updateWe have a Account dynamic calc member with below formula for ASO, which worked fine before April update and now we are facing issue with SmartView retrieval because of t…
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Groovy Script Validator no longer displays under the new 26.05 versionSummary: Content (please ensure you mask any confidential information): Hi All Any of you experiencing this behaviour? Under the new version 26.05 the Groovy Script Vali…
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Exporting Supporting Details to CSV via GroovySummary: Hello, I'm looking to see if there is a way to export Supporting Details/Line Item Details from EPBCS via Groovy in a CSV. As of right now we have a process of …
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Error when selecting specific company member in formHi everyone, I’m facing an issue with a form where selecting a certain company (Entity) member causes an error. The system message asks me to run “Refresh Database,” but…
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Can attachments be copied from one cell to another via business rules?Summary: Is there any way to copy a cell attachment to another cell via a business rule? The only way I have found so far to copy attachments is via the "Copy Data" and … -
Smartview Error: "The data entered is wrong, so it will revert to the previous value"Content I am constantly getting the Smartview Error "The data entered is wrong, so it will revert to the previous value". The only way to fix it is to press the "OK" but… -
EPM to ERP interface / hierarchy export strategySummary: Hello, We would like to do a data extraction from EPM Cloud for a specific hierarchy level (level 4 - the hierarchy has more then 10 levels) of a dimension (the…
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Missing Groovy Script Validation in Test EnvironmentI noticed when going through the May updates in the Test Environment that the button is missing to validate Groovy Rules. Production still has it and I want to make sure…
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any known issues in 26.04 with essbase data consistency?Summary: We are seeing an issue in an ASO cube where the same intersection will return different values depending on the time periods on the grid. We cannot recreate the…
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Retrieve the URL from the applicationSummary: When executing business rules in Oracle EPM Cloud Planning I would like to retrieve the URL of the current application. Is there any function allowing the retri…
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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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Trailing 12 Months EPBCS FormsHi, in PBCS forms is there a way to utilize current month and year substitution variables and functions to create a trailing 12 month look at actual vs plan. I figure I …