OIC - Pull data using BIP Report into Data Management with Substitution variables

      How to pull data using BIP Report into Data Management with Substitution variables

• Go to Data Exchange > Applications, Select Data Source and Select EPM(Custom)
• In File, select BIP Report file which you are going to pull data. This column structure we need to pull data in to the system correctly.
• Update Report details as shown below: Select ERP connection Name.
• Select Execution Method as BIP Report and Report name along with Path
• Parameter List, if not mentioned any, select unique in the columns like Period=Jan or dummy column with Y like shown below.

If we are planning to execute report data load like Jan-26, which we are going to load that using Data Management, we can mention below as an argument to pick up Period from POV of the Data load Rule.

argument1=$START_PERIODKEY[MMM-YY]$;

If we are planning to use Substitution variables to pass through arguments like above method, it will not work. Because this report is going to connect to ERP, but our variable needs to pick from EPM.

In case of using substitution variable in OIC to execute dataload rule, OIC will pick substitution variable from EPM to execute Data load rule, which will pass same to BIP Report also. In this case substitution variable will work. 

Generally, to bring substitution variables from EPM Planning application to OIC to run the Data load Rule with that period we can use as below:

'{&CurrentMonth#&CurrentYear}'

Thanks,

Mady

Oracle EPM - Data Management error tracing

                 Tips and Suggestions on Data Management Errors

In Data Management, error tracing some times we will get confuse or forgot where to check. In that few I am recording here.

• First of all, Process details log, where we will see process statement immediately after process completed. 
• In Data load, if we get error [None] with Currency dimension, check location where you select import format, you remove [None] with functional currency.
• Invalid period - means based on the period mapping, system doesn't able to match period with file inputs or source inputs.
• While exporting and importing Period mappings, you may face with data format, which will change into excel number format or different date format, you can excel custom option to get DM date format, then you can import the same.
• If you are getting Period in the file, then use Explicit Period option from Source Mapping to pick period from File and to match with Period mapping.

Thanks,

Mady

EPM - How to load Attributes in to PBCS application

                 How to load Attributes in to PBCS application

To load Attributes, prepare file like this.

Employee Number1, Alias, Permanent, Monthly

Employee Number2, Alias, contract, Hourly

Here 3rd, and 4th columns are attributes, which i am going to load along with Emp numbers and Alias metadata using Data Management/Data Exchange.

While creating application, select Dimensions and If needed use prefix.

As it will create dimensions, if you are going to load Custom dimension, select Custom and add Attribute name (Parent member of the attributes which you created in application) and assign UD1/2/3 depends on the no.of the Attributes columns you are loading.

So, create import format, where select Source and Target Dimensions and Attributes.

Note: Few you are getting blanks for few attributes, then generally we will write SQL in mapping, to ignore blanks, but here is the catch. If you ignore Attribute it will ignore that complete line. That means metadata also will not build. so, if you want to use to load metadata along with attributes, you must need one member in Attribute to assign for blanks in attribute list. Attribute will not duplicates also, so, if you want to use like NoAttribute1, and NoAttribute2 etc.

While loading metadata, you can ignore blanks not metadata members, so above tip will be helpful.

Load and Test once it's completed...!! 

Reference:

Oracle PBCS Link about Attributes

Thanks,

Mady

EPM DM - File data load with Period and Year columns to EPM Planning

                            File data load with Period and Year columns to EPM Planning

If you are getting Period and Year in the source file itself, to load data we need to use Explicit option Data Load rule, which will connect to Source Period mapping, where we can update periods to match with source file.

No need of Period dimension in Import format for this method. Year you can map to Years.

 

If you are using multi-period in the file, update all periods in Source Period mapping.

For clear reference, refer below video:

Refer Video for more step by step

Thanks,

Mady

                                         EPM DM - BIP Report as a Source to EPBCS

As part of data loading we can pull data from different source systems. Using Data Source option, we can pull directly BIP report from Fusion application.

• Create Source application with Oracle Cloud ERP(Custom), here we are creating source for workforce data. We need to upload and browse for the Report template, to get source columns as members of Source application.

• Go to option, where we need to update Fusion application, fill other parameters as per report requirement.

• Create an import format with Source and Target(EPBCS), map dimensions of source and target. 
• Try to import data and check are we getting data or not. In case of any issue in pulling data, check Report permissions in ERP.

Thanks,

Mady

OIC - Business Rule

                                     How to execute Business Rule using OIC

Create and launch business rule without any issues. Then Navigate to Application and select Jobs. Create Job with business rule.

In OIC: Use below with Post method:

/HyperionPlanning/rest/v3/applications/NFPR/jobs

Request:

Json: 

{

  "jobType" : "RULES",

  "jobName" : "aso to bso dr"

}

Response:

{

  "status" : "",

  "jobId" : ""

}

To check Status:

/HyperionPlanning/rest/v3/applications/NFPR/jobs/{jobIdentifier}

Use Get Method, Attach JobId with JobIdentifier in mapping

Response:

{"status":"","details":""}

Thanks,

Mady

OIC - To place file in Amazon S3 Bucket

 To place file in Amazon S3 Bucket - we can use below method:

Use Put Object to place file into S3 Bucket.

Update Bucket Name in the below screen

Check Summary and click Finish.

In Mapping, Update details like this. File name you can mention directly, or if needed you can use along with folder name also like mentioned in below screenshot.

After executing you can check S3 bucket, to verify the file is placed or not.

Thanks,

Mady