Dynamic Member creation is one of the cool features of Oracle Planning. Those who understand how Planning interacts with Essbase would much appreciate how helpful this feature is. This helps to achieve two things: How does it work? The core idea is that if you create a parent member with the dynamic member enabled, it…
Beyond Static FIXes One of the first features of EPM Groovy was focused calculations using dynamic fixes. we’ve relied on dynamic fixes based on edited or selected members/rows. Now, we’ll explore a new approach: understanding the currently edited form and dynamically adjusting calculation regions based on the form name. Typically, EPM business rules fall into…
Groovy APIs and Edited Cells Since Groovy APIs introduced access to edited cells, there has been significant adoption for using it in form-based business rules. Unsurprisingly, with all calculations written in BSO cubes, FIXes were dynamically updated using Groovy business rules. But what about ASO cubes? ASO Cubes Step Up ASO cubes were traditionally used…
Secure Your Server-side EPM Automate with Encrypted Files Server-side EPM Automate has become a powerhouse for streamlining administrative tasks, but just like its client-side counterpart, it faces the critical challenge of secure connection establishment to Cloud EPM applications. Traditionally, this has been achieved through two methods: password strings and encrypted password files. While both serve…
SEND EMAIL FEATURE both server-side and client-side EPM Automate supports the sendmail command to send custom email notifications to users. This is commonly used to summarize the tasks from scheduled jobs and inform system administrators of the job status PIPELINE IS AN AWESOME ADDITION With the new pipeline feature, which sends a well-formatted email with…
Smart List drop-downs are used to select predefined values in a data form. They are typically associated with a member. If the number of entries is expected to grow, a hierarchy-driven Smart List can be used. This will automatically update the list of entries as the number of members in the hierarchy increases. However, an…
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…
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.…
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…