EPM DM - BIP Report as a Source to EPBCS

 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/NiccoFPR/jobs

Request:

Json: 

{

  "jobType" : "RULES",

  "jobName" : "aso to bso dr"

}

Response:

{

  "status" : "",

  "jobId" : ""

}

To check Status:

/HyperionPlanning/rest/v3/applications/NiccoFPR/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

OIC - Upload file

 To upload file into EPM inbox/outbox folder or into EPM - DM - inbox folder, we can use below:

/interop/rest/11.1.2.3.600/applicationsnapshots/{applicationSnapshotName}/contents

Needs to use Post Method

Request: Select Binary Method

Use Post with below response:

{

  "status" : "",

  "details" : ""

}

Thanks,

Mady

OIC - To get file from Amazon S3 Bucket

 To get file from AWS bucket:

You can use Get Object to pull file from AWS bucket.

Bucker Name and Object name, then in mapping you update same details.

If you upload file in the step, file will pushed to Target location from AWS bucket.

Thanks,

Mady

OIC - Application Admin Mode

 To upload file into EPM inbox/outbox folder or DM inbox folder:

Post:

/HyperionPlanning/rest/v3/applications/NiccoFPR/jobs

Request:

{

  "jobType" : "Administration Mode",

  "jobName" : "AppAdminJob",

  "parameters" : {

    "loginLevel" : "Administrators"

  }

}

In Mapping:

To make application into Admin Mode, Use Parameter as Administrators or to release application for all users, mention as All Users

Thanks,

Mady

OIC - Import Data

 To Import Data: we can use below with RESTApi - to execute from OIC

Post:

/HyperionPlanning/rest/v3/applications/NiccoFPR/jobs

Request:

{

    "jobType": "IMPORT_METADATA",

    "jobName": "ImportMetaDataJob",

    "parameters": {

    "errorFile":"ImportMetaDataErrorFile.zip",

"importZipFileName": "myMetaDataDailyJob.zip"

    }

}

Response:

{

  "status" : 0,

  "details" : "",

  "jobId" : 224,

  "jobName" : ""

}

Get Status:

/HyperionPlanning/rest/v3/applications/NiccoFPR/jobs/{jobIdentifier}/details

Import metadata status:

Response:

{

  "items" : [ {

    "recordsRead" : 0,

    "recordsRejected" : 0,

    "recordsProcessed" : 0,

    "dimensionName" : "Departments",

    "loadType" : "Metadata Import"

  } ]

}

Thanks,

Mady

OIC - Import metadata

 To import metadata using OIC - RESTApi, we can use below to automate the process.

To execute Import metadata, POST

                    /HyperionPlanning/rest/v3/applications/<appName>/jobs

Request:

{

    "jobType": "IMPORT_METADATA",

    "jobName": "ImportMetaDataJob",

    "parameters": {

    "errorFile":"ImportMetaDataErrorFile.zip",

"importZipFileName": "myMetaDataDailyJob.zip"

    }

}

Response:

{

  "status" : 0,

  "details" : "",

  "jobId" : 224,

  "jobName" : ""

}

To check status: GET

                /HyperionPlanning/rest/v3/applications/<appName>/jobs/{jobIdentifier}/details

Response:

{

  "items" : [ {

    "recordsRead" : 0,

    "recordsRejected" : 0,

    "recordsProcessed" : 0,

    "dimensionName" : "Dep",

    "loadType" : "Metadata Import"

  } ]

}

1. Post - import metadata
2. Get - Status
3. Switch - if recordsRejected is 0, then success, Otherwise failed.

Thanks,

Mady

Oracle EPM - How to add "No Year" in to EPM Planning application

 As you all know, we can't add additional member like "No Year" in Year Dimension. We can add number of years but not "No Year", as it is system defined.

But there is trick which Oracle published to add "No Year" in Year Dimension. 

Steps are simple:

1. Export Year Dimension
2. Edit csv file, and add below line in bottom of the page.
• "No Year",Years,,store,false,,<none>,<none>,,,unspecified,false,true,,,"No Year",<none>,
3. Save in zip format
4. Import back in to Planning application.

Some times we may face issue with Data Management while loading SmartList data for BegBalance, like "No Year" member not found.

Thanks,

Mady

Oracle EPM - Data Extract from Planning using Data Management - Tips

 Hi All, Data Extract from Planning using Data Management already documented with steps. You can check that with below link. 

Data Extract from Planning using DM

Here, I am updating few steps, which may confuse for someone. 

1. Source is our Planning application.
2. Target we need to create as Data Export in Applications in Data Exchange page.
3. File format which you will update must be with Period dimension.
4. Amount or data - no need to mention, as system will automatically will take. If you mention in file it will show up in application details as member or dimension, which may show up double in Import Format.
5. Period - select as Period not to be as generic like other dimensions in dimensions list.
6. While creating data load rule, you can select filters, if you want to extract particular data.
7. To pull alias of particular member, you select as below:
1. Account -- map with Account member
2. Account -- map with Account Alias member
8. If you don't select Period as Period, and if it is generic in dimensions list, you will get amount in Period in Workbench.
9. Some Alias may have names with comma, which will mess up exported csv file. Better to use Pipe symbol.
10. You can use .txt format also to get data in correct format.

Thanks,

Mady