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Planning
Discussion List
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SWP Module - Gap Closure Forms, related SWP Gap Closing Accounts, Dashboards are missingSummary: We set up SWP and configured SWP (not WFP) some weeks ago. Without Currency, but with 3 Custom Dimensions. Forms, Dashboards, Calculationlogics appeared to work… -
Predictive Planning not functioning well in Form 2.0Summary: Content (please ensure you mask any confidential information): Hi, We just noticed that Predictive Planning is not functioning well in Form2.0. After run the pr…
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@ALLOCATE did not workHello everyone, I am trying to use @ALLOCATE function to allocate from the parent to the children (children are shared members). My rule here: SET UPDATECALC OFF; SET AG… -
Unable to delete Redundant Period mappings in Data ExchangeHi Team, We have some redundant period mappings which we create previously but not useful as we changed the period mapping naming convention and have potential once. We …
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Load Supporting DetailSummary Load Supporting Detail through text fileContent Hi Everyone, the customer wants to load massivly supporting detail to their budget, so they do not have to do it … -
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…
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Upload file from EPBCS inbox to files.com via REST API through groovySummary: 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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Panning Application type/subscription typeI need to know the type of my Planning application/subscription, 1) is it legacy or standard or enterprise? 2) what is the difference between legacy and standard and Ent…
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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 …
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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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Restructure removing more blocks than expectedSummary: We have a lot of business rules that use data copies or CREATEMISSINGBLK ON in order to ensure that blocks exist where they need to. In these rules, after perfo…
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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… -
REPORTS: Unable to delete Reports Folder even if empty.Summary: Content (please ensure you mask any confidential information): Hi support we are trying to delete report folders which contain reports or are empty, but we get … -
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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How to change the file name of data export to file processSummary:Hello, in PBCS, we have an integration to export some data, the filter changes, then, this data changes, how can we change the file name dynamically? Right now, …
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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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Use OAUTH for EPM GEN2 Rest APIs in OICSummary: Currently we are in EPM GEN2 and using basic authentication for EPM Rest apis in OIC. Customer wants to use oauth for the rest apis. I went through below docume…
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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 …