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Planning
Discussion List
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In Forms 2.0, member formula and a drop down exist on first data row ErrorSummary: I have a form that contains a formula and has drop down capability (Line 1 shown below). The Request Source/Request Cost Center/Request Account - UO and Initiat… -
Form Not Exporting to Excel or SmartviewSummary: Has anyone had where you click "Spreadsheet Export" and a form doesn't export? When I try to "Open In Smartview" I get the below error as well. Our other forms … -
Cloned member formulas missing quotesSummary: We have cloned an application from Prod to Test (they are both on the same version (25.04.65)). We get an errorsupon refresh (e.g., Error[1370388]: at line 3636…
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Data Exchange - Extract data from one environment to another environment directlyContent (please ensure you mask any confidential information): Good morning everyone, I created my Data Rule in the Data Integration to extract data from one environment… -
Burst Report FormatSummary: I've created a book that bursts to multiple pages. By default, the Report Format shows PDF. I know users can opt to change it to Excel when they run the report,…
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What does the displayversion mean in the Smartview XML file?Hi, In smartview, we have the option of creating a XML file containing all required connections. The syntax for Planning connection is below: Oracle doc: Setting Up t…
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Ruleset and RulesSummary: Content (please ensure you mask any confidential information): Hi Probably a stupid question. When a rule is deployed in multiple rulesets, once I updated the r…
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Moved: Cx-card opportunities Sales RedwoodThis discussion has been moved. -
custom planning performance suggestionsHi, We are on EPM Cloud planning – custom workforce module of employee level planning. (~12k employees). Wanted your guidance on the design perspective, from performance…
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traverse period hierarchy in reverseHi Team in EPM CLOUD business rules, How to traverse period dimension in reverse order. i.e. first the rule should run for &curActMth (say APR), then followed by MAR, th…
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Is there a way in Groovy to throw an error based on certain validations and close the prompt screen?Summary: Hi Experts, Is there a way in Groovy to throw an error based on certain validations and close the prompt screen? In my current application, I am using throwVeto…
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IRR (internal rate of return) and NPV (net present value)Client need to have these features - IRR (internal rate of return) and NPV (net present value) in EPBCS. Are these features available in any of Out of Box modules like S…
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Shared Member Security inherited even when Shared Members not in CubeSummary: Confirming the expected behavior for Shared member security provisioning in Entity Dimension Content (please ensure you mask any confidential information): Addi…
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Is there a way to allow member selection in SmartView form?Summary: Is it possible to enable "member selection" in a dimension in the page section of a form in SmartView like it is enabled in the web in the same form? Content (p…
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Random values for Smart List memberSummary: Random Values (looks like garbage values) are gettting displayed in webform for the Smartlist Account Member Content (please ensure you mask any confidential in… -
Using new Reports, how can you create with a prompt and also POV?In the old Financial Reporting, you could create a way to select a member via a Prompt and have it show up in the POV returning the selected dimension member, and then c… -
how to change filter of data load ruleSummary:Is it possible to change the filter members selected into a data load rule (integration), either with a groovy, or a pipeline method, or a rule,…? Right now, we …
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EPBCS : API call to Run Rule not fetching parametersWe have two Rules. Groovy_Rule1 should run on form save. Should pick Run time prompts and pass it to API call which will call Groovy_Rule2 to run a Data Map. Issue: For …
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Trouble when using Calculate Currency in PBCSHello everyone, I am trying to convert the local currency to the reporting currency in PBCS by using "Calculate Currencies" . Step 1: I input the exchange rate in the sy… -
data integration using xml fileHi Team, I have received a requirement , to build integration with XML, upstream team will place the file in EPBCS DM inbox, i need to build an integration using XML fil…
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Smartview: drill region is not available, operation is cancelledSummary: I have a power user attempting a drill-through on actuals to which they have access (they can see the value). However, when he tries to drill-through, he gets t…
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Invalid IntersectionSummary: Content (please ensure you mask any confidential information): Hi I want the Last Column : SAP Master Report —all rows to be valid. These rows could be getting …
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How to replace #Missing value in Export Data to blankHello everyone, I am trying to export data from PBCS by using Overview»Actions»Export Data. However, i could not replace #Missing data (default value) to blank for Missi…
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EPBCS to Netsuite integration via NSPB SYNC. How to set a specific period and year as criteria?We are pulling Netsuite actuals into EPBCS using income statement transactions savedsearch and NSPB SYNC. NSPB SYNC set up different criteria options for postingperiod f…
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Newly added Dimension not displaying in the smartview dimension (editor) Planning extensionSummary New Dimension not displaying in smartview to be able to add new members.Content Using a Standard EPM license. Created a Planning application. After application w…
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How do you favorite webforms to show on the EPBCS Home Page?We are looking for a way to allow users to favorite webforms in EPBCS so that these forms appear on their home page for quick access. We found that dashboards can be add… -
Auditing of Users Running Financial Reports/Management Reports in Oracle EPM Cloud PlanningOur institution is seeking a way to retrieve how often our users run Financial Reports and/or (Management) Reports and the names. We understand that there is an Activity…
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Moved: How can i integrate the p_start_date and p_end _date parameters into this query in BI Publis…This discussion has been moved.
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Drill-Through From Excel SmartView to Data Management File SetupSummary: Drill-Through From Excel SmartView to Data Management File Setup Content (required): I have a custom ASO cube for vendor expenses (lots of vendors). The source …
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Push Sparse Dynamic Calc BSO data to store member in ASOSummary: I have a member formula in Plan Element to calculate for % Sales. This member in Plan Element is a Dynamic Calc. I want to push the data to a store member in AS…