Planning
Discussion List
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Automatic Escalation Using Task ManagerSummary: Business Requirement to maintain and monitor the Budget Cycle to make sure that all tasks completed on time and automatic Escalation mail to be triggered in cas… -
MDX member formula that always returns a value regardless of attribute?For simplicity let's say I have a member formula on an account: acct1 = (acct2 / ([acct3],[No dept]) I have a few attributes on Department one being "Status" that has tw… -
How to extract all data from HFM application and import it to Freeform.Summary: How to extract all data from HFM application and import it to Freeform. Content (please ensure you mask any confidential information): How to extract all data f…
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Strategic modeling integration with PlanningSummary: I would like to know if there is an automatic feature to create automatically the account hierarchy of a Model into the account hierarchy of the Plan BSO or ASO… -
Input to Upper Level Members in Free Form Planning ApplicationSummary: Converted an Essbase Cube to Freeform and unable to input to upper level members Content (required): We have an existing Essbase Cube that we converted a Freefo…user13284828 56 views 9 comments 2 points Most recent by Shankar - PM Cloud EPM-Oracle EPM Platform and Freeform
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How to Implement FX Impact ReportSummary: We'd like to implement a report showing the impact of a change in the exchange rates. Content (please ensure you mask any confidential information): In our orga…
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@REMOVE is not working with Shared hierarchiesSummary:@REMOVE is not working with Shared hierarchies Content (please ensure you mask any confidential information): I am trying to remove currency rates, Mexico hierar…
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Using Postman to test REST APIHi all , I am a newbie to REST API. I found so many documents from Oracle for the EPM API. However, I don't know how to use it for my testing. Currently, some friends te… -
Your environments will be upgraded to Essbase version 21.7.xx in 25.11Hello everyone, I would like to know more informations about this migration and if have any risk, we have some customer that tha migration will happens but i can't find … -
Massive Increase of Application size after Oracle Fusion Cloud EPM Planning Gen2 UpgradeWhen our Oracle Fusion Cloud EPM Planning instances were migrated to Gen2 in 2023, our Application Size metrics blew out. Since then our application size has been growin…
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Migrate on-prem Planning application to cloudI was able to migrate 1st planning application to cloud using LCM export from on-prem and import that to cloud but cannot migrate the 2nd one. It gives error message tha…
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Mails are not coming while launching pipeline using REST API through business ruleSummary: We have a business rule which uses REST API to call a pipeline. After the pipeline is completed , mails are not coming up. This happened very recently since 1st…
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EPM to PPM project exportSummary: We are trying to export approved projects (created in EPM) to the PPM. The process is showing success in EPM, but no projects are being created in PPM. Content … -
Translate BR variable "User ID" to dimension or smart list member?Summary: Can I translate a BR variable using the User Name default value into a dimension member or Smart List value? Content (please ensure you mask any confidential in…
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Groovy Strict Validator: Auto- update or manual fix needed?Summary: Hi All, While running Groovy Validator in Planning, I received an error. The rule we are using based on one oracle provided groovy rules. My Question is: Once G…
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Cash Forecasting - Historical Opening Bank Balance Not Carrying ForwardSummary: I loaded our Historical Opening Bank Balance via the import templates, then ran the Periodic Historical Opening Bank Balance rule, but the opening balance is no…
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SimulateConcurrentUser - Ad Hoc IssuesSummary: We are trying to use the simulateConcurrentUsage command in EPM Automate to simulate multiple users refreshing a smartview report. However, the operation consis…
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Dynamic calc from Source EPM App to Stored member in Target EPM AppUsing Data Load Rule (Data Excahnge/Data Integration) I am trying to pull a Dynamic Calc from a Source EPM Planning (ASO) to Stored Member in Target EPM Planning (ASO) T…
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Artifacts Snapshot Backup will work for creating same EPM instance after a year or twoSummary: Artifacts Snapshot Backup will work for creating same EPM instance after a year or two. Restore EPM instance from back is possible or not. Content (please ensur…
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Error while executing rule Incremental Process data with Synchronize DefinitionGetting the following error while executing the "Incremental Process data with Synchronize Definition" rule Error executing formula for [OWP_Custom Expense] (line 0): in…
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Conditional formatting issue in ReportsSummary: I have a basic grid with a couple of formula rows and then a second reference grid which I pull the results of the main grid formulas into, using the CellValue(…
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How to auto generate project number in Oracle PBCS for project planningSummary: Hi Team, We are building a pipeline project planning application in PBCS as a custom build . We have a requirement to auto generate project numbers following a …
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Business Rule: Capture logged-in user ID?Summary: Is there a way to capture, say in a variable, the ID of the logged-in user? Content (please ensure you mask any confidential information): We're building a cust…
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Replace/Remove the Slash Symbol (/) in Folder Names - upcoming UpdateSummary: Can someone confirm what this upcoming update really means? Teplace/Remove the Slash Symbol (/) in Folder Names Content (please ensure you mask any confidential…
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Entered data using custom drop-down (Smart Lists) in Smart View but appeared as random number in WebHello Everyone, Has someone had a similar issue wherein you Entered a data using custom drop-down (Smart Lists) in Smart View but appeared as random number in Web after …
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Issue with Smart View SSO login screenSummary: We have noticed recently that the first time users login to Smart View after closing and reopening Excel the SSO login pop up does not automatically appear as i…
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How to get the Smart Push functionality to work in Dashboards when they are being utilized via SmartSummary When submitting data for an EPBCS Dashboard in Excel via the Smart View 11.1.2.5.910 (Build 172) add-in, the Smart Push for the underlying simple forms being sav… -
EPM Planning: Update Test EnvironmentSummary: We implemented EPM Planning in 2022, converting from on-prem Hyperion to the cloud application. As part of that implementation, we have a test environment, but …
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Advanced predictions on IPM are not working as expectedAdvanced predictions on IPM are not working as expected. “Transform Predicted Data” pipeline step failed. I am receiving the message “Transformation of predictions to EP…
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Announcing an updated version of the Oracle Healthcare Planning Solution!Announcing an updated version of the Oracle Healthcare Planning Solution! The solution delivers out-of-the-box best practices for budgeting & forecasting for healthcare …