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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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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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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… -
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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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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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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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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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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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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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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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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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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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 … -
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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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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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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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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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 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… -
Help with SQL statement in Planning IntegrationSummary: I have an SQL statement in a Planning Integration that was written years ago by a consultant that I need to update. In one of the columns of data I am trying to…
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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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Seeing different results in Groovy 26.04 vs 26.05 in variable settingSummary: Validating business rules between 26.04 and 26.05 and we found syntax that produces different results Content (please ensure you mask any confidential informati… -
Is it possible to limit text cell input to a specific number of characters in EPM Planning?Summary: We are aware that the maximum limit for text data in a cell is 4000 characters. We would like to know if there is a way to restrict or limit the number of chara…
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How to remove Unrecognized Smart List Values ?Hello everyone, I have a Smartlist create from members. When I delete some members and check the form it showed the id like this: Do we have any way to delete unrecogniz… -
Effective access across dimensionsSummary: Content (please ensure you mask any confidential information): Hi, Knowing this seems to be a stupid question. For example, when we have two dimensions with sec…
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"Display" Access for Data FormsSummary: Content (please ensure you mask any confidential information): Hi, Does anyone know about or have been using the "Display" Access for Data Forms? I remember it …
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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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Unsubscribe Service Administrator User Account From Oracle Email Notifications?Summary: We have a few service administrator user accounts in Planning that do not need all the Oracle email notifications (such as new releases, critical update patches…
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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 …
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Data integration job for data export generating dat file instead of csvHi Experts, We have a data integration job which exports data from the planning application. The job is setup to export data in csv file with a name given in Options of …
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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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Audit Details Report to Provide Second-Level Granularity 26.04 Oracle EPM UpdateHello, we did an impact analysis for EPBCS and FCCS for the Audit details report and as stated on the document, we should be seeing "seconds" on the report. But we the r…