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Planning
Discussion List
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Adding a custom dimension to Planning does not show in the Planning Admin extensionSummary: When I add a custom dimension, either through DM or manually, the added dimension does not show in the Planning Admin Extension in Smartview under dimensions. I… -
The member does not exist for the specified cube or you do not have access to itSummary: We created a new child under a shared parent hierarchy in EDM. When we run our integration to load metadata into PBC we are receiving an error that says the new…
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How to map FCCS P13 into Planning Dec (P12) ?Summary: How to map FCCS P13 into Planning Dec (P12) Content (required): I've created an extra global period mapping Adj-21 mapped to a target Dec FY21. This led to doub…
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epmautomate SendMail is blocking emails from being sent to specific usersSummary: I encountered strange behavior where it appears (based on the epmautomate log) that SendMail is being blocked from sending emails to a specific user. The kicker… -
Level 0 Descendants of Multi-Selection Prompts in REPORTSHi - I have been researching / testing things for a bit and figured I would ask the question as I assume this has been a requirement before. This functionality was in Fi… -
Need to connect an On Prem Source to EPBCS using OICSummary: Need to connect an On Prem Source to EPBCS using OIC. Couldn't find much help online but wanted to understand that since we will be using REST API for the conne…
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Spread values evenly across Period dimension using @xwriteNewbie Here.... Is it possible to spread values evenly across the Period Dimension (Jan:Dec) using grid spread like what is available in forms? For example, I have Labor…
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FR Report Que : Display Yeartotal on FR report and allow user to expand only if rqdSummary: We want to develop FR report in excel format such that the report opens at Yeartotal level and then allow the user to expand to month level only if the user wan…
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Grrovy : getting members with values from a datagrid.Summary: Grrovy : getting members with values from a datagrid. Content (required): Dears, I have been trying the following without success, but I guess I am pretty close… -
Capex : BIP Report Data Integration does not workSummary: Content (required): Hi All, Here we are trying to integrate data from FA module - Capex Module with the BIP report using Data Management - Multi Column All Data…
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PBCS: Mass Allocation does not workSummary: Content (required): Hi all When we try to Mass Allocate data, nothing happens. We ensured that the form has the Mass Spread ticked and the the Massive Allocatio… -
Is EPBCS, workforce, Capex and Project modules supporting Rolling Forecast option?Summary: Is EPBCS, workforce, Capex and Project modules supporting Rolling Forecast option? I see that these three modules are not supporting this. Content (required): I…
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Netsuite to PBCS interface custom transaction typeSummary: Custom transaction type records are not included in saved search import in DM Content (required): We are trying to import data from a saved search from Netsuit …
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Unable to push data from WF to Fin Cube using OOB Data Maps for Non Comp AccountsSummary: Unable to push data from WF to Fin Cube using OOB Data Maps for Non Comp Accounts. The data maps is only letting us push the Data to a single Account in Fin Cub…
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How to maintain a single drop-down option(page dimension) for multiple grids in HFR?Summary: We have created a HFR report with three grids. Each grid has the same dimension in page POV with same range. Is there any option which will allow us to have a s…
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Smartlist Members are showing junk values on parent level in reporting cubeSummary: Smartlist members showing Junk values at Parent level in Reporting cube. Looking for a technical solution to curb aggregation of Smartlist members across dimens…
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Dynamic Wording in Word using Planning and related ToolsSummary: Given I have a statement like so (See Quote) in my Financial Statements in Microsoft Word is it possible to refresh the decreased by $5.6 Million using EPM? Not…
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EPM Cloud - Backups to EPM CloudSummary: Hi All, I want to take the backups of the entire EPM cloud (Planning) application and store it for N number of days. I know and have a script that invokes EPM A…
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[Data Integration] How can I generate and include a timestamp on a Data Export to File extract?I am looking to add a timestamp on a data extract via the Data Export to File target application type. From what I can tell, this is not a straightforward task, but I co… -
In EPM Planning Financials module, need to have cash flow impact assumption as specific dateSummary: Currently in EPM Financials, when selecting cash flow assumptions for 'cash flow impact' only available options are 'current period',30 days,60 days and 90 days… -
Need to add a new Dimension on Planning BSO CubeSummary: Business team would add a new dimension on existing Planning application with one bso cube. I would like to know the best technical approch to follow. Content (… -
PBCS Form, change order of Form Formula calculationHi, I have a form with Period across and Account down, I need to add some months up, I am using formula column to do this. I then need to divide a couple of the accounts… -
@CalcMgrExcelXIRR with @XRANGESummary: I am trying to implement excel's XIRR function using @CalcMgrExcelXIRR. When I run this function within the year (using XRange) it works fine but XRange across …
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How to upload actual cost in EPM Projects Planning ModuleSummary: Hello Experts, Wondering if someone could help me with the steps to upload the actual project cost in EPM Planning Cloud (Projects). I don't want to use integra… -
How to edit annotation in FRS reports?Summary: Content (required): I created an FRS report, I add a column to display annotations. I have to users with the sames access, but only one can modify the annotatio…
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Groovy code questionSummary: How can I test for a value in one column in a grid and retrieve the value of the second column if it passes the test? Content (required): I have a grid iterator…
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[Data Integration Files] Is there a way to automatically purge the outbox of exported files?We recently have been creating a variety of data exports via Data Integration. Some of the output files are large (upwards of 80mb), and these extracts are running every…
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Zoom In Bottom Level Retrieves DuplicatesSummary: Clicking Zoom In - Bottom Level on a Base level member duplicates the rows. Content (required): This behavior appeared in the December release and was not prese…
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Shared Connections XML File Logging on to AllSummary: On Excel launch, Smart View is trying to login to all instances in the Shared Connections XML File. Content (required): I use a Shared Connections XML File, as … -
Ability to enter data in memo accounts in ones in Strategic ModelingSummary: Ability to enter data in a Strategic Modeling application in ones where the model has a default unit of thousands. Content (required): I'm building a POC in Str…