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Wednesday, June 4, 2025

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


Tuesday, May 20, 2025

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



Thursday, March 20, 2025

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

Tuesday, February 18, 2025

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

Wednesday, November 6, 2024

OneStream - Data Sources - Formats to load data

 We can load data using below methods into OneStream

  1. Fixed Format
  2. Delimited format
  3. Connectors
  4. Data Management
Fixed format, where you can find fixed spaces in the file which we will prepare or get from Sources.

Delimited Format, where you can find delimiters in the file, which we can the settings

Connectors, where you can write business rule to connect to the source system, using connection string details.

Data Management, where you can import, validate, load, etc to load data into OneStream.



Thanks
Mady