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Wednesday, May 3, 2023

OIC - EPM - Data Load process in Data Management

 We can automate data management process, to run data load rule which is running successfully in data management. We can get doubt as we can schedule it in data management itself why we need OIC ??

Yes, you are correct we can schedule the data load rule to run on particular time using scheduling options in data management. But we can do more than that in OIC - Oracle Integration Cloud.

For example, If you want to run data load using just by changing Substitutional variables(start_Period, end_Period, import_mode, export_Mode), you can do that using OIC. If you are good at Groovy script, you can write a business rule also, to run Data Load rule by using EPM Automate commands.

OIC - to run data load rule by using substitutional variables:

  1. Login OIC, Go to Connections, create REST API connection to connect to Oracle EPM Planning URL.
  2. Go to Integrations and Click on Create to select Scheduled Orchestration. 
  3. Select RestAPI, to pull Substitutional Variables into OIC using Get option.
    https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/planning_get_a_subst_variable_for_app_2.html
  4. Select RestAPI, once again to run Data Load Rule.
    https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cepma/epm_auto_run_data_rule.html
    Or
    https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/fdmee_integration_jobtype_106x0fea7396.html
  5. You can add Wait Time, Notifications to send emails, While loops to send an repeat the tasks until completed also.
  6. Once you are done with setup, you can activate and submit now to run the Integration.
  7. You can check the status of integration in Monitoring -- Tracking tab
Thanks,
Mady

Monday, March 27, 2023

How to Load Multi-Column Data Load in Data Management

 If we get data in multi columns, for example as below:


We can use Multi-Column Numeric Method to load this for all months in one shot.

Mainly, Set below option as Multi Column - Numeric Data in Import Format.

In Import Format, Mappings, we need to specify Period Columns and mention as Driver name as Period


Now, Create Data Rule with above created Import Format.
To Mention Period - We will get an option like below as Column Headers

Here, we can select period as per columns in the Source File. In Target Options also Numeric Data only is fine. 
Note: If we change this option, can't get back Numeric Data Only option. Think twice before changing this option.

Now, We are set to load data, Update Data Load Mappings and Execute the Data Load Rule.

Thanks,
Mady




Tuesday, March 21, 2023

Clear cube in PBCS

 To do Defragmentation in On-Prem, we will do clear data and load data to remove fragmentation of the cube.

Like same, we can clear cube in EPM Cloud also using Clear cube option.

First, If we are planning to clear data we can clear data with below option: Navigate > Rules > Database Properties > Expand App name > Right click on the Cube name and can select Clear option you can select as shown below.

If we want clear cube completely, we can use below option. Navigate > Application Overview > Cubes > Actions > Clear Cube




Click on Create and select the combinations how you want to clear data in that cube. Once done, go to actions as shown below, click on Submit



you can check the status of the same in Jobs. Navigate > Application Overview > Jobs


Thanks,

Mady

Wednesday, March 15, 2023

How to Reset Service in PBCS

 If we are facing issue with slowness or any abnormal and want to restart service of PBCS environment, we can do this process using EPM Automate.

– Login to EPM Automate

Usage: epmautomate login username password url identitydomain

Example: epmautomate login Mady_Admin P@ssWord12 https://myservice-mydomain.epm.us1.oraclecloud.com mydomain

– Run reset Service Command

Example: epmautomate resetservice “Users experience unacceptably slow connections”


Note: If you want to upgrade EPM Automate, you can use upgrade option.


Thanks,

Mady

Tuesday, February 21, 2023

EPM Cloud - Drill Through from SmartView

Drill Through we can do using 3 ways:
  1. Workbench data
  2. Data Form
  3. SmartView
Once you open SmartView, Right Click on Data Cell and Click on Drill through


Before this step we can select below to open Drill through in web browser or in new sheet

In SmartView >> Options >> Advanced >> Drill Through Launch


Once you click on Drill Through, you will get open in New Web Browser or In New Sheet.

If you face any issue regarding the above drill through option with Excel, you have to add extension to the browser. Please refer below document for the same.


Unable To Drill Through On SmartView Reports The information you’re about to submit is not secure (Doc ID 2825480.1)

Thanks,
Mady





EPM Cloud - Drill Through to File using Drill Through Definitaion in Calc Manager

We can drill back to Source using Workbench Data, Data Forms, and also using SmartView

Using Workbench data, we can drill through to Source, steps documented in below link:

https://hyperion-mady-epm-cloud.blogspot.com/2023/01/drill-through-using-data-management.html

Using Data Form, Go to Navigate - Rules - Select Database Properties as showing below


Expand EPM Cloud 

          "Application Name"

                 >> Expand application name    

                        >> Right click on Cube name 

                                >> Select Drill Through Definition 


Click on + sign and Enter URL name, XML, and click Add Region. Enter the combination of Data Form.  

XML Contents:

<?xml version="1.0" encoding="UTF-8"?>
<foldercontents path="/">
  <resource name="Drill Through to source" description="" type="application/x-hyperion-applicationbuilder-report">
    <attribute name="name" type="string" xml:lang="ja" value="ソースにドリル・スルー"/>
    <attribute name="name" type="string" xml:lang="en" value="Drill Through to source"/>
    <attribute name="name" type="string" xml:lang="zh_TW" value="鑽研至來源"/>
    <attribute name="name" type="string" xml:lang="tr" value="Kaynakta Detaya Git"/>
    <attribute name="name" type="string" xml:lang="ko" value="소스로 드릴스루"/>
    <attribute name="name" type="string" xml:lang="no" value="Gjennomdrilling til kilde"/>
    <attribute name="name" type="string" xml:lang="nl" value="Drill-through naar bron"/>
    <attribute name="name" type="string" xml:lang="iw" value="תחקור למקור"/>
    <attribute name="name" type="string" xml:lang="cs" value="Přejít ke zdroji"/>
    <attribute name="name" type="string" xml:lang="th" value="ดริลล์ผ่านไปยังที่มา"/>
    <attribute name="name" type="string" xml:lang="it" value="Esegui drill-through nell'origine"/>
    <attribute name="name" type="string" xml:lang="fr" value="Exploration amont vers la source"/>
    <attribute name="name" type="string" xml:lang="ru" value="Детализация до источника"/>
    <attribute name="name" type="string" xml:lang="ro" value="Detaliere la sursă"/>
    <attribute name="name" type="string" xml:lang="zh_CN" value="穿透钻取到源"/>
    <attribute name="name" type="string" xml:lang="fi" value="Siirry lähteeseen"/>
    <attribute name="name" type="string" xml:lang="ar" value="الاستعراض التشعبي إلى المصدر"/>
    <attribute name="name" type="string" xml:lang="sv" value="Borra genom till källa"/>
    <attribute name="name" type="string" xml:lang="pt_BR" value="Fazer drill-through para origem"/>
    <attribute name="name" type="string" xml:lang="pl" value="Drąż skrośnie do źródła"/>
    <attribute name="name" type="string" xml:lang="fr_CA" value="Forage transversal jusqu'à la source"/>
    <attribute name="name" type="string" xml:lang="de" value="Drillthrough zur Quelle"/>
    <attribute name="name" type="string" xml:lang="hu" value="Áthatoló részletezés a forrásig"/>
    <attribute name="name" type="string" xml:lang="es" value="Obtener detalles hasta origen"/>
    <attribute name="name" type="string" xml:lang="da" value="Bor igennem til kilde"/>
    <action name="Drill Through to source" description="" shortdesc="">
      <url>./aif/modules/com/hyperion/aif/gl/main/FdmeeMain.jsp?module=aif.drilldown&amp;sso_token=$SSO_TOKEN$&amp;rcp_version=$RCP_VERSION$&amp;$ATTR(ds,id)$</url>
    </action>
  </resource>
</foldercontents>

Add Region:
@List(<Row members, Column Members>, Fix members etc)

Click Ok. 

Now Check the Data Form you can find this combination cell like below. Symbol in the cell right corner top.

You can drill through using SmartView also with same Data form. you can find the same in next blog.


Thanks,

Mady

Reference :

Monday, January 30, 2023

Drill through using Data Management from EPBCS to ERP Cloud

 Drill through using Data Management from EPBCS to ERP Cloud

Source System

  •         Go to Setup -> Source System -> Click on Add
  •         Mention Source System Name, Description is optional
  •         Then Select Source System Type as Oracle ERP Cloud
  •         Update Drill Through URL with ERP Cloud URL. 
  •         Click on Configure Source Connection and Enter credentials in the popup.
  • Click on Test Connection and wait for configuration successful message.

     Now, Click on Initialize to connect to the Source System. This process will monitor in Process details tab. Check process is successful or not. This process will create below process in Target application.

  •      Create Location, select Import Format. and Save

    Go to Workflow, Data Load Mapping first, select Location, Period and Scenario. Then Map all source members with Target dimension members. Mainly we are doing this process for Drill back, So, in Account dimension, map all members correctly.

  •     Create Data Load Rule, Execute the rule.

Once it is successful, you can check workbench to verify the data.

Validation:

Once Data Load Rule is successful, we need to validate Drill through process.

       Go to Workbench -> Data Column

        Right click on data column and click on Drill Through to Source Option

Once we click on this, it will take to Source System page.

Other than this, we can test the same from DATA FORM also.

Thanks,

Mady