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Planning
Discussion List
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Audit the Usage of a Form or ReportHi All Is it possible to extract audit information about users accessing a form or report ? tks Russell -
ASO Time Balance Skip 0sSummary: Account with Time Balance: Balance and Skip: Missing And Zeros is not resolving as expected in parent Periods in ASO cube. Content (required): We have a stat ac… -
Member formula not working in Hybrid BSOSummary: Member formula working well in traditional BSO, but not working in Hybrid BSO. Content (required): Hi , We have a pretty simple member formula for an account me…
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Gen 2 Migration pathwaySummary: Gen 2 Migration questions Content (required): G'day All, After putting it off for a bit, starting to look at rolling out the gen2 migration across all of our cl…
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Can you use Valid Intersections to restrict one dimension based on another?So I've been fiddling around with Valid Intersections, and I'm pretty sure this isn't possible based on the documentation and what i've discovered....but figured I'd try…
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Using groovy to set substitution variables for non admin usersSummary: Content (required): I've written a groovy script to set substitution variable values using the standard method: operation.application.setSubstitutionVariableVal…
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Never Consolidate doe not Work on Attribute Dimension?Summary: Does the never consolidate on an account not work on attribute dimensions? Content (required): We have some accounts set to never consolidate. They work well ex… -
Can you default members in the Page of a form based on the selection of another member?We have two dimensions in our application which are virtually identical, they have the same member names (but different prefixes). Is it possible that if a user changes …
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Level 0 Members function selector not getting applied in the Page axis of the FormSummary: Hi All, While designing the Form in PBCS, in the Page I have given Level 0 Descendants for a member of the dimension. When I open the form I see all the ancesto… -
Planning\PBCS Reports: Keeps resetting to non-allowed POV member?Hi, A report I have in Planning\PBCS keeps resetting with "Entity_NA" as the POV member for Entity. "Entity_NA" is not selected as an allowed member, only "Total Entity"… -
Flex form vs ad hoc analysis (grid)Summary: Hi All, I'm trying to figure out the added value of flex forms. I fail to see what can be achieved more with a flex form in comparison to a regular ad hoc analy…
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Data Export is not possible for Dynamic Calc member in plan element dimensonSummary: Content (required): We Tried to export data from EPBCS Navigator->Application->Overview->Export Data action, however Dynamic Calc member can't be exported, e.g.…
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Delete file REST API - GroovySummary: Has anyone successfully used the Delete Files (v2) API in a groovy business rule? Content (required): I am able to make the API call from Postman. However I kee…
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Snapshot doesn't import all dimension membersSo when we migrate to a new environment, we've discovered some dimensions do not import all the members correctly. After some troubleshooting we discovered the following…
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Can we add a REST API command to open a Schedule in Task manager?Summary: It is possible to deploy a task template and create a schedule using the REST API, which means this can be run from Groovy or from EPM Automate. However, there … -
SmartView Ad-Hoc Grid does not appear when clicking ad-hoc analysis on a cubeSummary: Ad-hoc grid does not generate when clicking ad-hoc analysis on a cube, when trying existing files the user cannot move around the file at all. Content (required…
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Admin Extension in Smart View does not recognize aliasesSummary: Admin Extension in Smart View does not recognize aliases Content (required): When editing a dimension using Admin Extension in Smart View, we were able to paste… -
Source Value in Data Management is not being recognizeTL:DR: "Auto Unitize Capital" when mapped * to * does not load to our SmartList account. But when we force the target mapping to "Auto Unitize Capital" with a different …
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EPBCS: How to download Static Excel report generated from Reports?In the old FR (Financial Reports), you could burst a report to the inbox\outbox and then use EPM Automate to download it from there. With (new) Reports, I can burst the …
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3 new videos available for PlanningWe are pleased to announce the availability of the following new videos for Planning: Overview: Healthcare with EPM Financials This overview highlights the features of t… -
When SmartView 22.100 getting released?Summary: we have a coupleof issues pending 22.100 release for resolution. any idea when will this be published? Content (required): Version (include the version you are …
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What is the Auto Predict member threshold limit?Summary: Content (required): When setting up a new auto predict job, we are getting an error that says "Unable to load the following resource: Unable to save this artifa…
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AncestorAlias function in Management Report.Summary: Content (required): Hello, We have a requirement where client wants to see the level 4 on first column, level 3 on the second column and so on till level 0. I t…
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Task Manager Sample in PlanningSummary: Task Manager Sample Content (required): Is there a downloadable sample for Task Manager in Planning? Version (include the version you are using, if applicable):…
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Inbox/Outbox Explorer - Retention PolicyHi, Was curious if anyone has details on the inbox/outbox explorer file retention policy. Is it in conjunction with the 60 days / 150 GB cap that is referenced for snaps… -
Applying custom Time Balance PropertyHello Experts, Could you please suggest best way to apply custom Time Balance Property for a member from account dim? This means, account member when retrieved on Full Y… -
Data integration between EPM Cloud and MS Azure Cloud StorageSummary: Content (required): Hi all We would like to know if it is possible to extract data from EPM Cloud Planning and load it into Azure cloud storage. Could this be a… -
How can I convert a member to a string to populate a Smart List value?Summary: I am trying to derive a Smart List value using a member, where the Smart List has been build from the Period dimension. Content (required): Below is an example …
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Member Formula not rolling up to dynamically calculated parentI would like help understanding why a member formula is not dynamically rolling up to Full Year when running a SmartView Query. The member formula for "Planning Studies …
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Anyone has tried IPM?Summary: I'm playing around with IPM and found an issue while opening details for Anomalies and Prediction. Content (required): Getting "Error response during RestAction…