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