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EPM GROOVY – How To Update User Variable Values Using a Groovy Business Rule
If you’ve been working with EPBCS recently, you may have all encountered the problem of a frozen screen when users attempted to update a new user variable value using the user preference window. This has been fixed now using a recent patch. But I hope it’s good to have a solution where the system prepopulates…
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EPM GROOVY – How To Convert SubVar / Scenario Month and Year Values To Date Objects and Compare
Java and Groovy both offer a wide range of options for creating, parsing, converting, and comparing date objects, which helps to address a number of use cases. The issue in EPM is that we either directly access the month and year values from the Scenario start end end period objects or save them in the…
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EPM GROOVY – Get Evaluated Members Function Cheat Sheet
A powerful method named getEvaluatedMembers() can be used in a Groovy business rule to fetch members from the system depending on various relationships to the current member. We can retrieve members based on below conditions. There aren’t a lot of resources available right now. I therefore decided to make a cheat sheet for quick reference.…
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EPM GROOVY – How To Convert The Periodic Data To YTD And Export It In a File
Recently, a very typical request from business asking for the YTD data export to a file for an external integration. Although it seemed like a very simple request, the challenges we ran into are described below. We have decided to try with two options: Because I hadn’t yet looked at Groovy’s transformer function, we went…
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EPM GROOVY – How To Find All The Smartlists Associated With Members using Groovy
One of my coworkers recently asked if there was a simple way to extract all the smart lists connected to members. The idea was to remove all unused smart lists. I could not do it in one step since smart lists might be associated with any member from any dimension. I don’t want to download…
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EPM GROOVY – How To Execute Business Rules Parallelly Using The REST API
Parallel execution can be accomplished in a planning application in a variety of methods. One of the most effective methods is to build a rule set with a parallel or serial tag. Parallel execution and error handling are automatically handled by the system. Since there is no coding required, I would always choose the rule…
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EPM GROOVY – Use REST API to Automatically Move the Daily Maintenance Window If the Current Rule Takes Longer than Expected
The idea is to come up with an approach to move the “daily maintenance” window if the current rule is going to take longer than anticipated and eventually collide with the maintenance window. I choose to use the REST API to execute the business rule since it gives me the option to check other things while the…
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EPM GROOVY – How to Impersonate a User Using REST API
This was a key feature that had been absent from the start of the REST API operations using groovy. Currently, when a planner performs a REST job, it executes so without using the planner’s access and instead uses the user id (Admin Access) that is linked with the REST Connection. This helps us most of…
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EPM GROOVY – How to Replace Form Level Formula Rows/Columns With Groovy’s ‘Run After Load’ Rules
When calculating simple formulas at the form level, formula rows and columns prove to be very helpful. I haven’t implemented formula rows or columns in my previous implementation in a few years. Using groovy rules, we can modify “any” data fields after the form has loaded thanks to the “Run After Load” functionality. Whether it…
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