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Planning
Discussion List
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Is there a way to escape a double quote in a PBCS data export rule?Summary: Is there a way to escape a double quote in a PBCS data export rule? I would like to dynamically update the data export file name with a variable, but I am getti… -
How do I cancel an export job in PBCS?Summary: When I run an export data job, I have no ability to cancel it. Content (required): There is a "delete" button in the top right corner, but I am unable to select…
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End User Documentation for EPM Budget RevisionsSummary: I am looking for end user documentation on how to use the budget revision process in EPM. I can find the Administrator and configuration documentation for budge…
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New resources for creating and running an EPM Center of ExcellenceUPDATE: In December, EPM released a new EPM Center of Excellence guide to help you create and run an EPM Center of Excellence (CoE). All customers can use the CoE, inclu… -
How can I assign security for a user/group to a dimension member using Groovy rulesHello, I'm new to groovy and trying to leverage Groovy for implementing security for the below scenarios but couldn't find anything useful. (I cannot leverage EPM Automa…
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Issue while getting BegBalance data from GL to EPMSummary: Hi, We are trying to get Begbalance of Jan from GL to EPM, We have created a global mapping as per the " Doc ID 2667252.1 ", Even though we have data for "Jan" …
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Groovy with REST API - Reading Paramters from FileSummary: Content (required): I'm trying to execute a rule via groovy and REST API by reading the parameters from a file (CSV). If I populate the array with the paramters…
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Use the POV period in the where clause of a SQL query - Data Exchange in PlanningContent (required): Summary: Use of the ~PERIOD~ variable in an integration with a query Content (required): We have integrations setup that read data from an external d… -
Member Properties - Two Pass CalculationSummary: Content (required): Hi Experts, Please explain the functionality of 'Two Pass Calculation' of member properties. Thanks, Vipusha Version (include the version yo…
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OCI(Gen2) URLsSummary: Guidance on the naming of the URL Content (required): Hi I need some help/guidance in naming of the "Instance Name" and "Cloud Account Name" How should we decid…
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New resources for creating and running an EPM Center of ExcellenceUPDATE: In December, EPM released a new EPM Center of Excellence guide to help you create and run an EPM Center of Excellence (CoE). All customers can use the CoE, inclu…
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Populate Parent Members When Using Member FormulasSummary: I wrote a "simple" member formula based on accounts and one cost center. Without exploding the database, I wrote the below to only populate the required cost ce…
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Is Strategic Modelling excel addin compatible with windows 11?Summary: I'm trying to install SM excel addin on office 365 on windows 11 and I cannot see the SM ribbon in the excel. I'm able to install and use smartview with no issu…
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How to uncheck "Apply values to the rule" checkbox a business rule with RTPI have a business rule for which I have 2 variables as RTPs, when I validate or run I get the attached pop-up, I chose "Apply values to the rule" once and saved it, from…
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Can COA details be mapped into attributes in EPM from ERP via metadata data integration?Summary: We're trying to bring in project end dates from the project chart of account segment in ERP as an attribute into EPM Planning via data integration. Content (req… -
New Video AvailableWe are pleased to announce the availability of the following new video: Managing Approvals with Approval Groups in Cloud EPM Learn how to set up approval groups and mana… -
Shared Members unavailable on Approvals ProcessSummary: I'm developing a structure of shared members and would like to add then in the Approvals process but no shared members are displayed. Its OK don't show shared m… -
Can we create one model for many entities? if yes how can we map all entities to one model?Summary: Mapping multiple entities into one model. Content (required): we have a case of a company including many entities that are divided into different sectors, and w…
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I get "EPMAT-1:Command failed to execute" error on the importsnapshot step of groovy scriptSummary: I get "EPMAT-1:Command failed to execute" error on the importsnapshot step of groovy script which allows to migrate the snapshot from source to target environme… -
EPBCS Workforce Tiered Tax - Setting Component Type as Rate Table and Threshold Doesnt Calculate TaxSummary We were trying to set up tiered tax for FICA. However when choosing component type as Rate Table and Threshold, the fica tax wouldn’t calculate at all. Please ki… -
OAuth 2.0 questionsSummary: We are in the process of configuring OAuth 2.0 for all our current interfaces (API calls to our planning environments). We have followed the steps mentioned in …
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How can I use UDA to filter sparse dimension in Valid Intersections?Summary: You cannot set up custom attributes on sparse dimensions, so the only thing left to filter dynamically is the use of an UDA. This work fine in data forms to fil… -
Using a Groovy template can you reduce Member DTP scope in 2nd step from Member DTP in 1st step?Summary: I have a dimension hierarchy with multiple levels. I have a Groovy template and created a Member DTP in step one, where a parent level is selected using a formu… -
Best way to match Scenario with the corresponding Year members in Management Reporting?First, our situation: We have a Scenario dimension containing members such as: FY23 Budget (Budget created in FY23, for the years FY23 and FY24) FY23 Forecast 2 (Forecas… -
Help with ASO MDX member formula - data output formatSummary: I have recreated a member formula for an ASO cube and the evaluated value is correct. The output value should be a percentage. The member data type is set to pe…
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SET CREATENONMISSINGBLK on PBCSSummary: Hi, can I use SET CREATENONMISSINGBLK ON on PBCS to create blocks? Is the function supported, or are there problems? Content (required): Version (include the ve… -
SmartPush on dashboardsHello, I've build a webform with a BR rule set to "run on save" and a Smartpush as "run on save" aswell. When I save data directly in the form it works fine. However, I'… -
How long does Oracle store daily backups (Snapshots) on their servers?Summary: It seems Oracle stores daily backups (Snapshots) on their server. I wonder if someone can help to clarify the following: (1) Is there documentation on this matt… -
How does time to display EPMAT-7 error determine?Summary: Content (required): My customer executed login command of EPM Automate twice during cutting network. The following error occurred. ----- EPMAT-7:Unable to conne…
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Trigger a batch of data management Data load rules via a groovy rule?Summary: I basically want to trigger a number of data load rules using groovy scripting, as I think this is doable using Rest APIs however am new to this concept so guid…