ODTUG Aggregator ODTUG Blogs http://localhost:8080 Tue, 12 Dec 2017 08:46:42 +0000 http://aggrssgator.com/ New webpage for Essbase Java API evolution http://www.jasonwjones.com/2017/12/new-webpage-for-essbase-java-api-evolution/ A fair bit of my job is dealing with and building solutions around the Essbase Java API. For many years, the Java API has been the premier way to programmatically work with Essbase (compared to say, the C and VB APIs, which have fallen out of favor). As part of this development work, it&#8217;s often [&#8230;] jason http://www.jasonwjones.com/?p=2032 Mon Dec 11 2017 12:22:43 GMT-0500 (EST) New webpage for Essbase Java API evolution @jwj @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.jasonwjones.com/2017/12/new-webpage-for-essbase-java-api-evolution/ A fair bit of my job is dealing with and building solutions around the Essbase Java API. For many years, the Java API has been the premier way to programmatically work with Essbase (compared to say, the C and VB APIs, which have fallen out of favor). As part of this development work, it&#8217;s often [&#8230;] jason http://www.jasonwjones.com/?p=2032 Mon Dec 11 2017 12:22:43 GMT-0500 (EST) What’s new in FDMEE 11.1.2.4.220 http://john-goodwin.blogspot.com/2017/12/whats-new-in-fdmee-11124220.html <div dir="ltr" style="text-align: left;" trbidi="on">Well it almost a year since the 11.1.2.4.210 patch set was released but finally the next patch .220 has landed.<br /><br />Besides bug fixes there are some new features in the .220 release which I will quickly go through in this post.<br /><br />I must admit I was expecting more of the functionality from EPM Cloud to be pushed down to on-premise in this release but unfortunately that has not been the case.<br /><br />There are four new features in the patch readme and one of them existed in .210, anyway let us have a quick look, the first new feature is:<br /><br /><b class="yellow"><u>Import and Export of Mapping Scripts in Text Mapping Files</u></b><br /><br /><i><b class="yellow">“FDMEE now supports the export and import of mapping scripts in a text file. This support includes both Jython and SQL scripts. The scripts are enclosed in a &lt;!SCRIPT&gt; tag.”</b></i><br /><br />It is amazing it has taken this long to include custom scripting in mapping text files, if I take the following mapping which has custom Jython scripting applied.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-yEXjX4_8WIQ/Wi6q5Kjzh5I/AAAAAAAAJa8/SuSaP9aFz309lEnMsy6fGKYhW5hCpaC3QCLcBGAs/s1600/jythonmapping.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="228" data-original-width="647" src="https://4.bp.blogspot.com/-yEXjX4_8WIQ/Wi6q5Kjzh5I/AAAAAAAAJa8/SuSaP9aFz309lEnMsy6fGKYhW5hCpaC3QCLcBGAs/s1600/jythonmapping.PNG" /></a></div><br />Then export the mapping using either the “Current Dimension” or “All Dimensions” option.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Lxc_B1rJbxs/Wi6lgMF5XMI/AAAAAAAAJZg/11XuX37S1lERMVGw9XgSTAPvhKTvH7KoQCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="230" data-original-width="216" src="https://1.bp.blogspot.com/-Lxc_B1rJbxs/Wi6lgMF5XMI/AAAAAAAAJZg/11XuX37S1lERMVGw9XgSTAPvhKTvH7KoQCLcBGAs/s1600/image002.png" /></a></div><br />The file is then saved to a specified location under the FDMEE root folder.<br /><br />If the exported mapping text file is opened you will see that the only difference to previous versions is that the custom script section is included.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-tkyfC9CbCBo/Wi6lgFzg_WI/AAAAAAAAJZY/yOHVt3-zpSIpxhYE9gfGD0GZI4T6JGo_QCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="173" data-original-width="349" src="https://4.bp.blogspot.com/-tkyfC9CbCBo/Wi6lgFzg_WI/AAAAAAAAJZY/yOHVt3-zpSIpxhYE9gfGD0GZI4T6JGo_QCLcBGAs/s1600/image003.png" /></a></div><br />The custom script can be spread across multiple lines and just needs to be enclosed with <b></b><br /><br />Now to import a mapping text file that contains a simple custom SQL script.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-Rw69j_jGdcY/Wi6lg6_ZUeI/AAAAAAAAJZk/2owUdGkq97Q6Dxqozq3sikkzxAFGO11lgCLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="140" data-original-width="265" src="https://2.bp.blogspot.com/-Rw69j_jGdcY/Wi6lg6_ZUeI/AAAAAAAAJZk/2owUdGkq97Q6Dxqozq3sikkzxAFGO11lgCLcBGAs/s1600/image004.png" /></a></div><br />Just like in previous versions the file needs to uploaded or copied to a location under the FDMEE root folder and then imported.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-hytgNwhnxfA/Wi6lhQoTEDI/AAAAAAAAJZo/ahGYN3mwYaQStymlKgOI3UA68YbEs_GMwCLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="247" data-original-width="319" src="https://3.bp.blogspot.com/-hytgNwhnxfA/Wi6lhQoTEDI/AAAAAAAAJZo/ahGYN3mwYaQStymlKgOI3UA68YbEs_GMwCLcBGAs/s1600/image005.png" /></a></div><br /><div class="MsoNormal">The mapping file is selected.<o:p></o:p></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-GIYvVx8vzHo/Wi6lh3uL7ZI/AAAAAAAAJZs/ANsa0gm4l3QSo5NZPHjIZtJBpFK4VgodwCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="114" data-original-width="326" src="https://1.bp.blogspot.com/-GIYvVx8vzHo/Wi6lh3uL7ZI/AAAAAAAAJZs/ANsa0gm4l3QSo5NZPHjIZtJBpFK4VgodwCLcBGAs/s1600/image006.png" /></a></div><br />The import mode and validation options are exactly the same as before.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-RdluhrbgXGk/Wi6liV3LvUI/AAAAAAAAJZw/C-JyKKphJ4EJxoxe73qck9x5qbJ5wTjUwCLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="147" data-original-width="226" src="https://3.bp.blogspot.com/-RdluhrbgXGk/Wi6liV3LvUI/AAAAAAAAJZw/C-JyKKphJ4EJxoxe73qck9x5qbJ5wTjUwCLcBGAs/s1600/image007.png" /></a></div><br />Now the imported custom script is available with the mapping definition.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-io5Zjxn3UOM/Wi6li5S6tXI/AAAAAAAAJZ0/eMzBIxKX_vcwebFO3bxM1wfZVBZLbUDpwCLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="226" data-original-width="697" src="https://3.bp.blogspot.com/-io5Zjxn3UOM/Wi6li5S6tXI/AAAAAAAAJZ0/eMzBIxKX_vcwebFO3bxM1wfZVBZLbUDpwCLcBGAs/s1600/image008.png" /></a></div><br />It is also possible to use the REST API to import and export the mappings which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2017/01/fdmee-and-rest-is-up-to-you-part-2.html">here</a></b>.<br /><br />On to the next new feature:<br /><br /><b class="yellow"><u>Registering Duplicate Target Application Names</u></b><br /><br /><i><b class="yellow">“FDMEE now enables you to register target applications with the same name. This may be the case where a customer has multiple service environments and the application name is the same in each environment, or the application names are identical in development and production environments.&nbsp;</b></i><br /><i><b><br /></b></i><i><b class="yellow">This feature enables you to add a prefix to the application name when registering the application so that it can be registered successfully in FDMEE and be identified correctly in the list of target applications.</b></i><br /><i><b class="yellow"><br />Target applications with prefixes are not backward compatible, and cannot be migrated to an </b></i><br /><i><b class="yellow">11.1.2.4.210 or earlier release. Only a target application without a prefix name can be migrated to an earlier release.”</b></i><br /><br />So basically, when you add a new target application you have the option to include a prefix.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-aK-xqPONAcI/Wi6ljRJWutI/AAAAAAAAJZ4/1bXa1Kjq0O8q6R1B1M-nkR2gqT1Hb_PoQCLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="94" data-original-width="230" src="https://1.bp.blogspot.com/-aK-xqPONAcI/Wi6ljRJWutI/AAAAAAAAJZ4/1bXa1Kjq0O8q6R1B1M-nkR2gqT1Hb_PoQCLcBGAs/s1600/image009.png" /></a></div><br />I have already written about this functionality in EPM Cloud and it operates in the same way, you can read about it in more detail <b><a href="http://john-goodwin.blogspot.co.uk/2017/11/fdmeedata-management-common-questions.html">here</a></b>.<br /><br />The third new feature is:<br /><br /><b class="yellow"><u>Support Member Names with a Comma When Exporting to Planning</u></b><br /><br /><i><b class="yellow">“When export to Planning, you can now export a dimension member name that contains a comma (,).&nbsp; A new Member name may contain comma setting has been added to Target options, which enables the feature.”</b></i><br /><br />This is another feature that has been pushed down from EPM Cloud where it appeared in the 17.07 release.<br /><br />I have always wondered why it needs to be an option and it should be able to handle member names with commas by default.<br /><br />The property can be set at either target application level.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-q0QBWIWnmio/Wi6ljx5SsNI/AAAAAAAAJZ8/5-EFhZThDNcpKbjeCFAz9UFG0z0VhhV6wCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="189" data-original-width="369" src="https://2.bp.blogspot.com/-q0QBWIWnmio/Wi6ljx5SsNI/AAAAAAAAJZ8/5-EFhZThDNcpKbjeCFAz9UFG0z0VhhV6wCLcBGAs/s1600/image010.png" /></a></div><br />or in the target options for a data load rule.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-ddGIRLIkhMw/Wi6lknSBYSI/AAAAAAAAJaA/pW23FQ3Z2Uwjxf1CgecNQmfSDoIdZ0YTgCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="238" data-original-width="381" src="https://2.bp.blogspot.com/-ddGIRLIkhMw/Wi6lknSBYSI/AAAAAAAAJaA/pW23FQ3Z2Uwjxf1CgecNQmfSDoIdZ0YTgCLcBGAs/s1600/image011.png" /></a></div><br />If the property value is not set it will default to no.<br /><br />I had a look at this functionality in the past and found that it does not relate to all load methods.<br /><br />If I take a rule with a load method of numeric data only and set “<b>Member name may contain a comma</b>” to no.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-_reTcGQeZlI/Wi6lk55apeI/AAAAAAAAJaE/EbSzwJ64oyIxfmpCuCB2XFoQIFWchSZpgCLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="271" data-original-width="454" src="https://2.bp.blogspot.com/-_reTcGQeZlI/Wi6lk55apeI/AAAAAAAAJaE/EbSzwJ64oyIxfmpCuCB2XFoQIFWchSZpgCLcBGAs/s1600/image012.png" /></a></div><br />In the following example, there is an entity member containing a comma, the export to the target planning application completes successfully.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-NlVCh5kO_Ys/Wi6llSkjZ2I/AAAAAAAAJaI/3h_CkkhcRBchngb0jqjZHVk2qXtUs1JZgCLcBGAs/s1600/image013.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="197" data-original-width="750" height="168" src="https://2.bp.blogspot.com/-NlVCh5kO_Ys/Wi6llSkjZ2I/AAAAAAAAJaI/3h_CkkhcRBchngb0jqjZHVk2qXtUs1JZgCLcBGAs/s640/image013.png" width="640" /></a></div><br />The file that is produced before being loaded to the target application shows that the member containing the comma is enclosed by quotes so there is no problem with it loading.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-AmrJozgFlOI/Wi6lmJmWK1I/AAAAAAAAJaM/MHWE6asUR2UhkLkUZe4-IxRGWAEaFzjqwCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="24" data-original-width="465" src="https://4.bp.blogspot.com/-AmrJozgFlOI/Wi6lmJmWK1I/AAAAAAAAJaM/MHWE6asUR2UhkLkUZe4-IxRGWAEaFzjqwCLcBGAs/s1600/image014.png" /></a></div><br />There are no problems loading members containing commas with both the numeric data only load methods.<br /><br />If I switch the rule to an all data loads method.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-xrC5vKIKynY/Wi6lmkYRNkI/AAAAAAAAJaQ/f7hpHZzoqzojOEx61NQLRr0CApHGUaKBwCLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="269" data-original-width="393" src="https://4.bp.blogspot.com/-xrC5vKIKynY/Wi6lmkYRNkI/AAAAAAAAJaQ/f7hpHZzoqzojOEx61NQLRr0CApHGUaKBwCLcBGAs/s1600/image015.png" /></a></div><br />This time the export fails.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-hqPGR6mvJPA/Wi6lm6NyrdI/AAAAAAAAJaU/OZKRd3C6ylIv0Nmb364tZfcJ4c0K5_fSwCLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="192" data-original-width="501" src="https://2.bp.blogspot.com/-hqPGR6mvJPA/Wi6lm6NyrdI/AAAAAAAAJaU/OZKRd3C6ylIv0Nmb364tZfcJ4c0K5_fSwCLcBGAs/s1600/image016.png" /></a></div><br />The process log contains the following error:<br /><br /><b class="yellow">“The member Dummy does not exist for the specified plan type or you do not have access to it.”</b><br /><br />Looking at the export file generated by FDMEE provides a clearer indication to why the load failed.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-SNXk4P89ADM/Wi6lnfiR-BI/AAAAAAAAJaY/lG81U7N76z4UMELeaQx5XJNUBXNnx3y2gCLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="36" data-original-width="454" src="https://1.bp.blogspot.com/-SNXk4P89ADM/Wi6lnfiR-BI/AAAAAAAAJaY/lG81U7N76z4UMELeaQx5XJNUBXNnx3y2gCLcBGAs/s1600/image017.png" /></a></div><br />When setting the load method to “All Data Types” the outline load utility (OLU) will be used to load the data, if it numeric data only load method an Essbase data load rule will be created to load the data.<br /><br />With the OLU method the Point-of-View contains a comma separated member list and because the member contains a comma this is causing the load to fail, if it was a driver member such as account that contained the comma the load would not have failed.<br /><br />Also contained in the log is reference to the file delimiter.<br /><br /><b>DEBUG [AIF]: SELECT parameter_value FROM aif_bal_rule_load_params WHERE loadid = 1464 and parameter_name = 'EXPORT_FILE_DELIMITER'</b><br /><b class="yellow">DEBUG [AIF]: fileDelimiter: comma</b><br /><br />The export delimiter will be set depending on the yes/no value in the “Member name may contain comma” property.<br /><br />You can also see that the /DL parameter is set as part of the OLU load.<br /><br /><b>DEBUG [AIF]: Data Load: exportMode=STORE_DATA, loadMethod=OLU</b><br /><b>Property file arguments: </b><b class="yellow">/DL:comma</b><b> /DF:MM-DD-YYYY /TR</b><br /><br />The POV is comma separated if you add a member into the POV that has a comma then it will fail.<br /><br />Let me repeat the process but this time set the property value to yes.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-T7t_CkFGB0E/Wi6ln8fAQxI/AAAAAAAAJac/BC9xOgad9p4LvF43JufMnHua_MRpz6ZVgCLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="26" data-original-width="342" src="https://3.bp.blogspot.com/-T7t_CkFGB0E/Wi6ln8fAQxI/AAAAAAAAJac/BC9xOgad9p4LvF43JufMnHua_MRpz6ZVgCLcBGAs/s1600/image018.png" /></a></div><br />This time the export is successful.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-geNaqAtLY2s/Wi6lohFsM8I/AAAAAAAAJag/pwi9t-qd89g96nRFj1zXzorZlMO9FXG7wCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="51" data-original-width="46" src="https://4.bp.blogspot.com/-geNaqAtLY2s/Wi6lohFsM8I/AAAAAAAAJag/pwi9t-qd89g96nRFj1zXzorZlMO9FXG7wCLcBGAs/s1600/image019.png" /></a></div><br />The export file that is produced is tab delimited.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-QvkZ04VedZs/Wi6lpFB8kSI/AAAAAAAAJak/SURiZCPsG3QJnEqAAqm2-DYICHAF4u8uwCLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="38" data-original-width="520" src="https://4.bp.blogspot.com/-QvkZ04VedZs/Wi6lpFB8kSI/AAAAAAAAJak/SURiZCPsG3QJnEqAAqm2-DYICHAF4u8uwCLcBGAs/s1600/image020.png" /></a></div><br />The value retrieved from the FDMEE repository is tab.<br /><br /><b>DEBUG [AIF]: SELECT parameter_value FROM aif_bal_rule_load_params WHERE loadid = 464 and parameter_name = 'EXPORT_FILE_DELIMITER'</b><br /><b class="yellow">DEBUG [AIF]: fileDelimiter: tab</b><br /><br />The OLU field delimiter is set to tab using the /DL parameter.<br /><br /><b>DEBUG [AIF]: Data Load: exportMode=STORE_DATA, loadMethod=OLU</b><br /><b>Property file arguments: </b><b class="yellow">/DL:tab</b><br /><br />So, even though “Member name can contain comma” can be set for any load method it will only apply to all data types and only affects members in the “point-of-view”.<br />Remember if the property is not set it will default to no.<br /><br />The final new feature is actually not a new feature as it exists with the same functionality in 11.1.2.4.210<br /><br /><b class="yellow"><u>Support for REST APIs</u></b><br /><br /><i><b class="yellow">“REST API can be used now in FDMEE to execute various jobs that run data load rules, batches, scripts, reports, and the import and export of mapping rules.”</b></i><br /><br />I think the only difference is that the REST APIs are now officially supported even though they are referenced in the 11.1.2.4.210 FDMEE documentation.<br /><br />I have previously written a couple of detailed posts about the REST API in FDMEE which you can read all about <b><a href="http://john-goodwin.blogspot.co.uk/2016/12/fdmee-and-rest-is-up-to-you-part-1.html">here</a></b> and <b><a href="http://john-goodwin.blogspot.co.uk/2017/01/fdmee-and-rest-is-up-to-you-part-2.html">here</a></b>.<br /><br />There are some new features that have been missed from the patch readme, one of them being the data type load method “<b>All data types with auto-increment of line item</b>”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-DFrsUhZ6jns/Wi6lpu-O__I/AAAAAAAAJao/1nBcRRY84WwZVL9rd5zGOkUpx7OiQOTwQCLcBGAs/s1600/image021.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="92" data-original-width="666" src="https://3.bp.blogspot.com/-DFrsUhZ6jns/Wi6lpu-O__I/AAAAAAAAJao/1nBcRRY84WwZVL9rd5zGOkUpx7OiQOTwQCLcBGAs/s1600/image021.png" /></a></div><br />Not to worry I have two posts about this functionality which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_21.html">here</a></b> and <b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_26.html">here</a></b><br /><br />Finally, with the all data load types method there is the option to apply mappings to a data dimension.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-9CHZSDT_kjY/Wi6lqBFgegI/AAAAAAAAJas/HXvbe96eExoqivZ1B5U14NB5mp3c6c9jQCLcBGAs/s1600/image022.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="161" data-original-width="231" src="https://4.bp.blogspot.com/-9CHZSDT_kjY/Wi6lqBFgegI/AAAAAAAAJas/HXvbe96eExoqivZ1B5U14NB5mp3c6c9jQCLcBGAs/s1600/image022.png" /></a></div><br />Guess what, I have also written about this functionality which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2017/11/fdmeedata-management-common-questions_30.html">here</a></b>, look for “<b>Is mapping data values possible with the all data type?</b>”<br /><br />I think that covers off what's new in FDMEE 11.1.2.4.220</div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-8946505337120699934 Mon Dec 11 2017 12:04:00 GMT-0500 (EST) What’s new in FDMEE 11.1.2.4.220 @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://john-goodwin.blogspot.com/2017/12/whats-new-in-fdmee-11124220.html <div dir="ltr" style="text-align: left;" trbidi="on">Well it almost a year since the 11.1.2.4.210 patch set was released but finally the next patch .220 has landed.<br /><br />Besides bug fixes there are some new features in the .220 release which I will quickly go through in this post.<br /><br />I must admit I was expecting more of the functionality from EPM Cloud to be pushed down to on-premise in this release but unfortunately that has not been the case.<br /><br />There are four new features in the patch readme and one of them existed in .210, anyway let us have a quick look, the first new feature is:<br /><br /><b class="yellow"><u>Import and Export of Mapping Scripts in Text Mapping Files</u></b><br /><br /><i><b class="yellow">“FDMEE now supports the export and import of mapping scripts in a text file. This support includes both Jython and SQL scripts. The scripts are enclosed in a &lt;!SCRIPT&gt; tag.”</b></i><br /><br />It is amazing it has taken this long to include custom scripting in mapping text files, if I take the following mapping which has custom Jython scripting applied.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-yEXjX4_8WIQ/Wi6q5Kjzh5I/AAAAAAAAJa8/SuSaP9aFz309lEnMsy6fGKYhW5hCpaC3QCLcBGAs/s1600/jythonmapping.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="228" data-original-width="647" src="https://4.bp.blogspot.com/-yEXjX4_8WIQ/Wi6q5Kjzh5I/AAAAAAAAJa8/SuSaP9aFz309lEnMsy6fGKYhW5hCpaC3QCLcBGAs/s1600/jythonmapping.PNG" /></a></div><br />Then export the mapping using either the “Current Dimension” or “All Dimensions” option.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Lxc_B1rJbxs/Wi6lgMF5XMI/AAAAAAAAJZg/11XuX37S1lERMVGw9XgSTAPvhKTvH7KoQCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="230" data-original-width="216" src="https://1.bp.blogspot.com/-Lxc_B1rJbxs/Wi6lgMF5XMI/AAAAAAAAJZg/11XuX37S1lERMVGw9XgSTAPvhKTvH7KoQCLcBGAs/s1600/image002.png" /></a></div><br />The file is then saved to a specified location under the FDMEE root folder.<br /><br />If the exported mapping text file is opened you will see that the only difference to previous versions is that the custom script section is included.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-tkyfC9CbCBo/Wi6lgFzg_WI/AAAAAAAAJZY/yOHVt3-zpSIpxhYE9gfGD0GZI4T6JGo_QCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="173" data-original-width="349" src="https://4.bp.blogspot.com/-tkyfC9CbCBo/Wi6lgFzg_WI/AAAAAAAAJZY/yOHVt3-zpSIpxhYE9gfGD0GZI4T6JGo_QCLcBGAs/s1600/image003.png" /></a></div><br />The custom script can be spread across multiple lines and just needs to be enclosed with <b></b><br /><br />Now to import a mapping text file that contains a simple custom SQL script.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-Rw69j_jGdcY/Wi6lg6_ZUeI/AAAAAAAAJZk/2owUdGkq97Q6Dxqozq3sikkzxAFGO11lgCLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="140" data-original-width="265" src="https://2.bp.blogspot.com/-Rw69j_jGdcY/Wi6lg6_ZUeI/AAAAAAAAJZk/2owUdGkq97Q6Dxqozq3sikkzxAFGO11lgCLcBGAs/s1600/image004.png" /></a></div><br />Just like in previous versions the file needs to uploaded or copied to a location under the FDMEE root folder and then imported.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-hytgNwhnxfA/Wi6lhQoTEDI/AAAAAAAAJZo/ahGYN3mwYaQStymlKgOI3UA68YbEs_GMwCLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="247" data-original-width="319" src="https://3.bp.blogspot.com/-hytgNwhnxfA/Wi6lhQoTEDI/AAAAAAAAJZo/ahGYN3mwYaQStymlKgOI3UA68YbEs_GMwCLcBGAs/s1600/image005.png" /></a></div><br /><div class="MsoNormal">The mapping file is selected.<o:p></o:p></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-GIYvVx8vzHo/Wi6lh3uL7ZI/AAAAAAAAJZs/ANsa0gm4l3QSo5NZPHjIZtJBpFK4VgodwCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="114" data-original-width="326" src="https://1.bp.blogspot.com/-GIYvVx8vzHo/Wi6lh3uL7ZI/AAAAAAAAJZs/ANsa0gm4l3QSo5NZPHjIZtJBpFK4VgodwCLcBGAs/s1600/image006.png" /></a></div><br />The import mode and validation options are exactly the same as before.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-RdluhrbgXGk/Wi6liV3LvUI/AAAAAAAAJZw/C-JyKKphJ4EJxoxe73qck9x5qbJ5wTjUwCLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="147" data-original-width="226" src="https://3.bp.blogspot.com/-RdluhrbgXGk/Wi6liV3LvUI/AAAAAAAAJZw/C-JyKKphJ4EJxoxe73qck9x5qbJ5wTjUwCLcBGAs/s1600/image007.png" /></a></div><br />Now the imported custom script is available with the mapping definition.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-io5Zjxn3UOM/Wi6li5S6tXI/AAAAAAAAJZ0/eMzBIxKX_vcwebFO3bxM1wfZVBZLbUDpwCLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="226" data-original-width="697" src="https://3.bp.blogspot.com/-io5Zjxn3UOM/Wi6li5S6tXI/AAAAAAAAJZ0/eMzBIxKX_vcwebFO3bxM1wfZVBZLbUDpwCLcBGAs/s1600/image008.png" /></a></div><br />It is also possible to use the REST API to import and export the mappings which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2017/01/fdmee-and-rest-is-up-to-you-part-2.html">here</a></b>.<br /><br />On to the next new feature:<br /><br /><b class="yellow"><u>Registering Duplicate Target Application Names</u></b><br /><br /><i><b class="yellow">“FDMEE now enables you to register target applications with the same name. This may be the case where a customer has multiple service environments and the application name is the same in each environment, or the application names are identical in development and production environments.&nbsp;</b></i><br /><i><b><br /></b></i><i><b class="yellow">This feature enables you to add a prefix to the application name when registering the application so that it can be registered successfully in FDMEE and be identified correctly in the list of target applications.</b></i><br /><i><b class="yellow"><br />Target applications with prefixes are not backward compatible, and cannot be migrated to an </b></i><br /><i><b class="yellow">11.1.2.4.210 or earlier release. Only a target application without a prefix name can be migrated to an earlier release.”</b></i><br /><br />So basically, when you add a new target application you have the option to include a prefix.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-aK-xqPONAcI/Wi6ljRJWutI/AAAAAAAAJZ4/1bXa1Kjq0O8q6R1B1M-nkR2gqT1Hb_PoQCLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="94" data-original-width="230" src="https://1.bp.blogspot.com/-aK-xqPONAcI/Wi6ljRJWutI/AAAAAAAAJZ4/1bXa1Kjq0O8q6R1B1M-nkR2gqT1Hb_PoQCLcBGAs/s1600/image009.png" /></a></div><br />I have already written about this functionality in EPM Cloud and it operates in the same way, you can read about it in more detail <b><a href="http://john-goodwin.blogspot.co.uk/2017/11/fdmeedata-management-common-questions.html">here</a></b>.<br /><br />The third new feature is:<br /><br /><b class="yellow"><u>Support Member Names with a Comma When Exporting to Planning</u></b><br /><br /><i><b class="yellow">“When export to Planning, you can now export a dimension member name that contains a comma (,).&nbsp; A new Member name may contain comma setting has been added to Target options, which enables the feature.”</b></i><br /><br />This is another feature that has been pushed down from EPM Cloud where it appeared in the 17.07 release.<br /><br />I have always wondered why it needs to be an option and it should be able to handle member names with commas by default.<br /><br />The property can be set at either target application level.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-q0QBWIWnmio/Wi6ljx5SsNI/AAAAAAAAJZ8/5-EFhZThDNcpKbjeCFAz9UFG0z0VhhV6wCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="189" data-original-width="369" src="https://2.bp.blogspot.com/-q0QBWIWnmio/Wi6ljx5SsNI/AAAAAAAAJZ8/5-EFhZThDNcpKbjeCFAz9UFG0z0VhhV6wCLcBGAs/s1600/image010.png" /></a></div><br />or in the target options for a data load rule.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-ddGIRLIkhMw/Wi6lknSBYSI/AAAAAAAAJaA/pW23FQ3Z2Uwjxf1CgecNQmfSDoIdZ0YTgCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="238" data-original-width="381" src="https://2.bp.blogspot.com/-ddGIRLIkhMw/Wi6lknSBYSI/AAAAAAAAJaA/pW23FQ3Z2Uwjxf1CgecNQmfSDoIdZ0YTgCLcBGAs/s1600/image011.png" /></a></div><br />If the property value is not set it will default to no.<br /><br />I had a look at this functionality in the past and found that it does not relate to all load methods.<br /><br />If I take a rule with a load method of numeric data only and set “<b>Member name may contain a comma</b>” to no.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-_reTcGQeZlI/Wi6lk55apeI/AAAAAAAAJaE/EbSzwJ64oyIxfmpCuCB2XFoQIFWchSZpgCLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="271" data-original-width="454" src="https://2.bp.blogspot.com/-_reTcGQeZlI/Wi6lk55apeI/AAAAAAAAJaE/EbSzwJ64oyIxfmpCuCB2XFoQIFWchSZpgCLcBGAs/s1600/image012.png" /></a></div><br />In the following example, there is an entity member containing a comma, the export to the target planning application completes successfully.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-NlVCh5kO_Ys/Wi6llSkjZ2I/AAAAAAAAJaI/3h_CkkhcRBchngb0jqjZHVk2qXtUs1JZgCLcBGAs/s1600/image013.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="197" data-original-width="750" height="168" src="https://2.bp.blogspot.com/-NlVCh5kO_Ys/Wi6llSkjZ2I/AAAAAAAAJaI/3h_CkkhcRBchngb0jqjZHVk2qXtUs1JZgCLcBGAs/s640/image013.png" width="640" /></a></div><br />The file that is produced before being loaded to the target application shows that the member containing the comma is enclosed by quotes so there is no problem with it loading.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-AmrJozgFlOI/Wi6lmJmWK1I/AAAAAAAAJaM/MHWE6asUR2UhkLkUZe4-IxRGWAEaFzjqwCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="24" data-original-width="465" src="https://4.bp.blogspot.com/-AmrJozgFlOI/Wi6lmJmWK1I/AAAAAAAAJaM/MHWE6asUR2UhkLkUZe4-IxRGWAEaFzjqwCLcBGAs/s1600/image014.png" /></a></div><br />There are no problems loading members containing commas with both the numeric data only load methods.<br /><br />If I switch the rule to an all data loads method.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-xrC5vKIKynY/Wi6lmkYRNkI/AAAAAAAAJaQ/f7hpHZzoqzojOEx61NQLRr0CApHGUaKBwCLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="269" data-original-width="393" src="https://4.bp.blogspot.com/-xrC5vKIKynY/Wi6lmkYRNkI/AAAAAAAAJaQ/f7hpHZzoqzojOEx61NQLRr0CApHGUaKBwCLcBGAs/s1600/image015.png" /></a></div><br />This time the export fails.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-hqPGR6mvJPA/Wi6lm6NyrdI/AAAAAAAAJaU/OZKRd3C6ylIv0Nmb364tZfcJ4c0K5_fSwCLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="192" data-original-width="501" src="https://2.bp.blogspot.com/-hqPGR6mvJPA/Wi6lm6NyrdI/AAAAAAAAJaU/OZKRd3C6ylIv0Nmb364tZfcJ4c0K5_fSwCLcBGAs/s1600/image016.png" /></a></div><br />The process log contains the following error:<br /><br /><b class="yellow">“The member Dummy does not exist for the specified plan type or you do not have access to it.”</b><br /><br />Looking at the export file generated by FDMEE provides a clearer indication to why the load failed.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-SNXk4P89ADM/Wi6lnfiR-BI/AAAAAAAAJaY/lG81U7N76z4UMELeaQx5XJNUBXNnx3y2gCLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="36" data-original-width="454" src="https://1.bp.blogspot.com/-SNXk4P89ADM/Wi6lnfiR-BI/AAAAAAAAJaY/lG81U7N76z4UMELeaQx5XJNUBXNnx3y2gCLcBGAs/s1600/image017.png" /></a></div><br />When setting the load method to “All Data Types” the outline load utility (OLU) will be used to load the data, if it numeric data only load method an Essbase data load rule will be created to load the data.<br /><br />With the OLU method the Point-of-View contains a comma separated member list and because the member contains a comma this is causing the load to fail, if it was a driver member such as account that contained the comma the load would not have failed.<br /><br />Also contained in the log is reference to the file delimiter.<br /><br /><b>DEBUG [AIF]: SELECT parameter_value FROM aif_bal_rule_load_params WHERE loadid = 1464 and parameter_name = 'EXPORT_FILE_DELIMITER'</b><br /><b class="yellow">DEBUG [AIF]: fileDelimiter: comma</b><br /><br />The export delimiter will be set depending on the yes/no value in the “Member name may contain comma” property.<br /><br />You can also see that the /DL parameter is set as part of the OLU load.<br /><br /><b>DEBUG [AIF]: Data Load: exportMode=STORE_DATA, loadMethod=OLU</b><br /><b>Property file arguments: </b><b class="yellow">/DL:comma</b><b> /DF:MM-DD-YYYY /TR</b><br /><br />The POV is comma separated if you add a member into the POV that has a comma then it will fail.<br /><br />Let me repeat the process but this time set the property value to yes.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-T7t_CkFGB0E/Wi6ln8fAQxI/AAAAAAAAJac/BC9xOgad9p4LvF43JufMnHua_MRpz6ZVgCLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="26" data-original-width="342" src="https://3.bp.blogspot.com/-T7t_CkFGB0E/Wi6ln8fAQxI/AAAAAAAAJac/BC9xOgad9p4LvF43JufMnHua_MRpz6ZVgCLcBGAs/s1600/image018.png" /></a></div><br />This time the export is successful.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-geNaqAtLY2s/Wi6lohFsM8I/AAAAAAAAJag/pwi9t-qd89g96nRFj1zXzorZlMO9FXG7wCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="51" data-original-width="46" src="https://4.bp.blogspot.com/-geNaqAtLY2s/Wi6lohFsM8I/AAAAAAAAJag/pwi9t-qd89g96nRFj1zXzorZlMO9FXG7wCLcBGAs/s1600/image019.png" /></a></div><br />The export file that is produced is tab delimited.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-QvkZ04VedZs/Wi6lpFB8kSI/AAAAAAAAJak/SURiZCPsG3QJnEqAAqm2-DYICHAF4u8uwCLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="38" data-original-width="520" src="https://4.bp.blogspot.com/-QvkZ04VedZs/Wi6lpFB8kSI/AAAAAAAAJak/SURiZCPsG3QJnEqAAqm2-DYICHAF4u8uwCLcBGAs/s1600/image020.png" /></a></div><br />The value retrieved from the FDMEE repository is tab.<br /><br /><b>DEBUG [AIF]: SELECT parameter_value FROM aif_bal_rule_load_params WHERE loadid = 464 and parameter_name = 'EXPORT_FILE_DELIMITER'</b><br /><b class="yellow">DEBUG [AIF]: fileDelimiter: tab</b><br /><br />The OLU field delimiter is set to tab using the /DL parameter.<br /><br /><b>DEBUG [AIF]: Data Load: exportMode=STORE_DATA, loadMethod=OLU</b><br /><b>Property file arguments: </b><b class="yellow">/DL:tab</b><br /><br />So, even though “Member name can contain comma” can be set for any load method it will only apply to all data types and only affects members in the “point-of-view”.<br />Remember if the property is not set it will default to no.<br /><br />The final new feature is actually not a new feature as it exists with the same functionality in 11.1.2.4.210<br /><br /><b class="yellow"><u>Support for REST APIs</u></b><br /><br /><i><b class="yellow">“REST API can be used now in FDMEE to execute various jobs that run data load rules, batches, scripts, reports, and the import and export of mapping rules.”</b></i><br /><br />I think the only difference is that the REST APIs are now officially supported even though they are referenced in the 11.1.2.4.210 FDMEE documentation.<br /><br />I have previously written a couple of detailed posts about the REST API in FDMEE which you can read all about <b><a href="http://john-goodwin.blogspot.co.uk/2016/12/fdmee-and-rest-is-up-to-you-part-1.html">here</a></b> and <b><a href="http://john-goodwin.blogspot.co.uk/2017/01/fdmee-and-rest-is-up-to-you-part-2.html">here</a></b>.<br /><br />There are some new features that have been missed from the patch readme, one of them being the data type load method “<b>All data types with auto-increment of line item</b>”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-DFrsUhZ6jns/Wi6lpu-O__I/AAAAAAAAJao/1nBcRRY84WwZVL9rd5zGOkUpx7OiQOTwQCLcBGAs/s1600/image021.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="92" data-original-width="666" src="https://3.bp.blogspot.com/-DFrsUhZ6jns/Wi6lpu-O__I/AAAAAAAAJao/1nBcRRY84WwZVL9rd5zGOkUpx7OiQOTwQCLcBGAs/s1600/image021.png" /></a></div><br />Not to worry I have two posts about this functionality which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_21.html">here</a></b> and <b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_26.html">here</a></b><br /><br />Finally, with the all data load types method there is the option to apply mappings to a data dimension.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-9CHZSDT_kjY/Wi6lqBFgegI/AAAAAAAAJas/HXvbe96eExoqivZ1B5U14NB5mp3c6c9jQCLcBGAs/s1600/image022.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="161" data-original-width="231" src="https://4.bp.blogspot.com/-9CHZSDT_kjY/Wi6lqBFgegI/AAAAAAAAJas/HXvbe96eExoqivZ1B5U14NB5mp3c6c9jQCLcBGAs/s1600/image022.png" /></a></div><br />Guess what, I have also written about this functionality which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2017/11/fdmeedata-management-common-questions_30.html">here</a></b>, look for “<b>Is mapping data values possible with the all data type?</b>”<br /><br />I think that covers off what's new in FDMEE 11.1.2.4.220</div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-8946505337120699934 Mon Dec 11 2017 12:04:00 GMT-0500 (EST) Top Oracle PBCS Features You May Not Be Using – Part 3: Advancements with Attribute Dimensions in PBCS http://ecapitaladvisors.com/blog/top-oracle-pbcs-features-may-not-using-part-3-advancements-attribute-dimensions-pbcs/ <p>Since Oracle’s roll out of Planning and Budgeting Cloud Service, there have been plenty of...</p> <p>The post <a rel="nofollow" href="http://ecapitaladvisors.com/blog/top-oracle-pbcs-features-may-not-using-part-3-advancements-attribute-dimensions-pbcs/">Top Oracle PBCS Features You May Not Be Using – Part 3: Advancements with Attribute Dimensions in PBCS</a> appeared first on <a rel="nofollow" href="http://ecapitaladvisors.com">eCapital Advisors</a>.</p> Amy Stine http://ecapitaladvisors.com/?p=8293 Mon Dec 11 2017 11:00:02 GMT-0500 (EST) Top Oracle PBCS Features You May Not Be Using – Part 3: Advancements with Attribute Dimensions in PBCS @ecapitaladvisor @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://ecapitaladvisors.com/blog/top-oracle-pbcs-features-may-not-using-part-3-advancements-attribute-dimensions-pbcs/ <p>Since Oracle’s roll out of Planning and Budgeting Cloud Service, there have been plenty of...</p> <p>The post <a rel="nofollow" href="http://ecapitaladvisors.com/blog/top-oracle-pbcs-features-may-not-using-part-3-advancements-attribute-dimensions-pbcs/">Top Oracle PBCS Features You May Not Be Using – Part 3: Advancements with Attribute Dimensions in PBCS</a> appeared first on <a rel="nofollow" href="http://ecapitaladvisors.com">eCapital Advisors</a>.</p> Amy Stine http://ecapitaladvisors.com/?p=8293 Mon Dec 11 2017 11:00:02 GMT-0500 (EST) Smart View Release 11.1.2.5.720 & More http://adashek-epm.blogspot.com/2017/12/smart-view-release-11125720-more.html <span style="font-family: Verdana, sans-serif;">Happy to see another version of the Smart View for Office Add-in release! 11.1.2.5.720</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">You can go and <a href="http://patch%2026783864/" target="_blank">download the patch set update PSU 26783864 here</a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">And the <a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213" target="_blank">Readme</a>&nbsp;as well.</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Documentation: <a href="https://docs.oracle.com/applications/smartview/720/index.html" target="_blank">Oracle Smart View for Office Documentation Release 11.1.2.5.720</a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">There are a number of New Features added in this release, very exciting!</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Take a look at the list:</span><br /><br /><ul><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_270" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Improved MDX and Smart Query Management</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_264" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Cascade from Multiple Dimensions</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_265" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Business Rule Template Support</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_260" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">New and Enhanced VBA Functions</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_267" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">HsGetValue Accepts Additional Data Types</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_263" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Streamlined Extension Update Process</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_268" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">New Option for Displaying or Suppressing Floating Toolbar in Forms</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_272" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Updated Look and Feel for User Preferences Dialog Box</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_273" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">New Essbase Option for Preserving Comments and Unknown Members</a></li></ul><br /><span style="font-family: Verdana, sans-serif;"><br /></span><br /><span style="font-family: Verdana, sans-serif;">Based on the first update, and specifically about Smart Query, I am going to have to go back to the post that I have had pending as a draft for a long long time ..</span><br /><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">But at the moment, what does this update look like?</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://1.bp.blogspot.com/-z8ThqMRJK38/Wiv71Be7qRI/AAAAAAAAC5A/eHz4FyOFe6YRfrK4oA3W5_1SSg5ndJFFQCK4BGAYYCw/s1600/SVmanageMDXqry.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="176" src="https://1.bp.blogspot.com/-z8ThqMRJK38/Wiv71Be7qRI/AAAAAAAAC5A/eHz4FyOFe6YRfrK4oA3W5_1SSg5ndJFFQCK4BGAYYCw/s640/SVmanageMDXqry.png" width="640" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">This give you a better way to manage all queries, modify, rename, run, etc.</span><br /><br /><span style="font-family: Verdana, sans-serif;"><a href="http://3.bp.blogspot.com/-BvENo7LLuXY/Wi1Y55fwywI/AAAAAAAAC6U/ABvaePQNpPwdRCpRPy4KaaPOx_0LsJpRACK4BGAYYCw/s1600/SQmanageQry.png" imageanchor="1"><img border="0" height="328" src="https://3.bp.blogspot.com/-BvENo7LLuXY/Wi1Y55fwywI/AAAAAAAAC6U/ABvaePQNpPwdRCpRPy4KaaPOx_0LsJpRACK4BGAYYCw/s640/SQmanageQry.png" width="640" /></a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">Cascade Members from Multiple Dimensions</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">When selecting multiple members for a single dimension in the POV, now when you decide to cascade the report, a new dialog box appears kindly asking not only about the 'multi-members' but also the additional dimensions!! :)</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">I would be careful with this option,</span><br /><span style="font-family: Verdana, sans-serif;">you can see from the info stat that the number of sheets going to be cascaded for this is 3</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://1.bp.blogspot.com/-8EELMEA4Mms/WivzC0EoVnI/AAAAAAAAC4Y/i-iJrAcAXccqx5xnczddujhfnCjxvky9gCK4BGAYYCw/s1600/EssbaseCascadeOpt.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="236" src="https://1.bp.blogspot.com/-8EELMEA4Mms/WivzC0EoVnI/AAAAAAAAC4Y/i-iJrAcAXccqx5xnczddujhfnCjxvky9gCK4BGAYYCw/s320/EssbaseCascadeOpt.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">This slight modification is going to cascade 36!!</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://2.bp.blogspot.com/-hRPe-5oBYSs/Wiv1HzEdXGI/AAAAAAAAC4k/RRLpj9H59sg_51mNUqiMeTbPod50WByPACK4BGAYYCw/s1600/EssbaseCascade36.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="234" src="https://2.bp.blogspot.com/-hRPe-5oBYSs/Wiv1HzEdXGI/AAAAAAAAC4k/RRLpj9H59sg_51mNUqiMeTbPod50WByPACK4BGAYYCw/s320/EssbaseCascade36.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">After I clicked okay, my Windows machine was going haywire to say the least. There was flashing, cursor jitter, scroll bar shaking, the Excel window was '(Not Responding)' and turned black. There is good news. The queries all finally finished running and the workbook updated all 36 new query sheets and added them to the workbook.</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">HsGetValue Accepts Additional Data Types</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">This was something that as I was using the Cube Designer found interesting. I could create the Smart Lists from the wizard/workbook, create and load them into the cube, but not be able to easily validate that the lists looked as desired.</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">[HsGetValue] - {syntax to be updated here}</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">New Essbase Option for Preserving Comments and Unknown Members</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-Hy2_X8lNGhE/Wiv5zFKxAEI/AAAAAAAAC4w/FgHv1OA2C9kkdnGTB7B2wSAE4bBWMF-4gCK4BGAYYCw/s1600/SVoptHsGetPreserve.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="534" src="https://3.bp.blogspot.com/-Hy2_X8lNGhE/Wiv5zFKxAEI/AAAAAAAAC4w/FgHv1OA2C9kkdnGTB7B2wSAE4bBWMF-4gCK4BGAYYCw/s640/SVoptHsGetPreserve.png" width="640" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Unknown members and comments for OAC users.</span><br /><span style="font-family: Verdana, sans-serif;">Also note that this option is found in the Smart View / Options / Member Options tab (Not the Data Options tab)</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">Extension Update Process has been streamlined!!</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">Now when you go into Smart View / Options / Extensions a new dialog box</span><br /><span style="font-family: Verdana, sans-serif;">appears when you click the hyperlink "⚠️&nbsp; <span style="color: blue;"><b>Check for Updates, New Installs, and Uninstalls</b></span>"</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://1.bp.blogspot.com/-dvIUao5W-_A/Wiv8cmL5VnI/AAAAAAAAC5c/QHMtePxjYaEo-BIoYwJGJqT7SQhZ6Yy9gCK4BGAYYCw/s1600/SVextCheck.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="32" src="https://1.bp.blogspot.com/-dvIUao5W-_A/Wiv8cmL5VnI/AAAAAAAAC5c/QHMtePxjYaEo-BIoYwJGJqT7SQhZ6Yy9gCK4BGAYYCw/s400/SVextCheck.png" width="400" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">This is great! Now that I have established a connection I can use that or any other connections/locations to find updates. Select and click 'Get Updates'</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-jXvJjSotdmk/Wiv76AHdLSI/AAAAAAAAC5I/fWD8iKGCOeoAf_hn40EuVu7DQz3vfL08QCK4BGAYYCw/s1600/SVextUpdate.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="172" src="https://3.bp.blogspot.com/-jXvJjSotdmk/Wiv76AHdLSI/AAAAAAAAC5I/fWD8iKGCOeoAf_hn40EuVu7DQz3vfL08QCK4BGAYYCw/s320/SVextUpdate.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">In real time you will see the job running the check for updates, etc. the location used to check.</span></div><div><span style="font-family: Verdana, sans-serif;">Once complete, you can close the window and see in the Extension list if there is indeed an update available.</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-tYPJoH6ecHg/Wiv78ivf2qI/AAAAAAAAC5Q/YNqz0KnViNMoC--dVSIc0Jws74YhaCrwQCK4BGAYYCw/s1600/SVextUpdate2.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="278" src="https://3.bp.blogspot.com/-tYPJoH6ecHg/Wiv78ivf2qI/AAAAAAAAC5Q/YNqz0KnViNMoC--dVSIc0Jws74YhaCrwQCK4BGAYYCw/s320/SVextUpdate2.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">Like these Smart View Extension 11.1.2.5.720 updates:</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Oracle Journals</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-bjIoTvlj28M/Wiv921KKxrI/AAAAAAAAC5o/s4GYieDyeKc6A3UPlM4eVZNGp0HCHtergCK4BGAYYCw/s1600/SVextJournals.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="62" src="https://3.bp.blogspot.com/-bjIoTvlj28M/Wiv921KKxrI/AAAAAAAAC5o/s4GYieDyeKc6A3UPlM4eVZNGp0HCHtergCK4BGAYYCw/s320/SVextJournals.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">OracleBI EE!</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><a href="http://4.bp.blogspot.com/-mkfReI47lM0/Wi1UqLfMWbI/AAAAAAAAC54/HWVS8JXcopkHFLVPNbtkcM3hcDgCKFcHwCK4BGAYYCw/s1600/SVextOBIEE.png" imageanchor="1"><img border="0" height="46" src="https://4.bp.blogspot.com/-mkfReI47lM0/Wi1UqLfMWbI/AAAAAAAAC54/HWVS8JXcopkHFLVPNbtkcM3hcDgCKFcHwCK4BGAYYCw/s320/SVextOBIEE.png" width="320" /></a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Smart Query</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;"><a href="http://3.bp.blogspot.com/-M51MiiQgXqQ/Wi1U1qgBhrI/AAAAAAAAC6I/eK1AM_cLtBosroAmdtLJGjSFAoorLeTUwCK4BGAYYCw/s1600/SVextSQ.png" imageanchor="1"><img border="0" height="48" src="https://3.bp.blogspot.com/-M51MiiQgXqQ/Wi1U1qgBhrI/AAAAAAAAC6I/eK1AM_cLtBosroAmdtLJGjSFAoorLeTUwCK4BGAYYCw/s320/SVextSQ.png" width="320" /></a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Detailed blog posts to follow!</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Since it has been snowing now for a few days here where I live,</span><br /><span style="font-family: Verdana, sans-serif;">I think it is appropriate to say officially that&nbsp;#WinterIsHere!</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><br /></div><style><!-- /* Font Definitions */ @font-face {font-family:"Courier New"; 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mso-level-text:; mso-level-tab-stop:2.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l6:level6 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l6:level7 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l6:level8 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l6:level9 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l7 {mso-list-id:1761682831; mso-list-template-ids:1417600332;} @list l7:level1 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Symbol;} @list l7:level2 {mso-level-number-format:bullet; mso-level-text:o; mso-level-tab-stop:1.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:"Courier New",serif; mso-bidi-font-family:"Times New Roman";} @list l7:level3 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:1.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l7:level4 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:2.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l7:level5 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:2.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l7:level6 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l7:level7 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l7:level8 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l7:level9 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8 {mso-list-id:2127850772; mso-list-template-ids:-561378684;} @list l8:level1 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Symbol;} @list l8:level2 {mso-level-number-format:bullet; mso-level-text:o; mso-level-tab-stop:1.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:"Courier New",serif; mso-bidi-font-family:"Times New Roman";} @list l8:level3 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:1.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level4 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:2.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level5 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:2.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level6 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level7 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level8 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level9 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} ol {margin-bottom:0in;} ul {margin-bottom:0in;} --></style> G Adashek tag:blogger.com,1999:blog-1699540956788037380.post-7170808252853474020 Sun Dec 10 2017 11:15:00 GMT-0500 (EST) Smart View Release 11.1.2.5.720 & More @gadashek @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://adashek-epm.blogspot.com/2017/12/smart-view-release-11125720-more.html <span style="font-family: Verdana, sans-serif;">Happy to see another version of the Smart View for Office Add-in release! 11.1.2.5.720</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">You can go and <a href="http://patch%2026783864/" target="_blank">download the patch set update PSU 26783864 here</a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">And the <a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213" target="_blank">Readme</a>&nbsp;as well.</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Documentation: <a href="https://docs.oracle.com/applications/smartview/720/index.html" target="_blank">Oracle Smart View for Office Documentation Release 11.1.2.5.720</a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">There are a number of New Features added in this release, very exciting!</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Take a look at the list:</span><br /><br /><ul><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_270" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Improved MDX and Smart Query Management</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_264" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Cascade from Multiple Dimensions</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_265" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Business Rule Template Support</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_260" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">New and Enhanced VBA Functions</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_267" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">HsGetValue Accepts Additional Data Types</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_263" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Streamlined Extension Update Process</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_268" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">New Option for Displaying or Suppressing Floating Toolbar in Forms</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_272" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">Updated Look and Feel for User Preferences Dialog Box</a></li><li><a href="https://updates.oracle.com/Orion/Services/download?type=readme&amp;aru=21765213#smart_view_11125720_readme_273" style="font-family: Calibri, sans-serif; font-size: 14.6667px; text-indent: -24px;">New Essbase Option for Preserving Comments and Unknown Members</a></li></ul><br /><span style="font-family: Verdana, sans-serif;"><br /></span><br /><span style="font-family: Verdana, sans-serif;">Based on the first update, and specifically about Smart Query, I am going to have to go back to the post that I have had pending as a draft for a long long time ..</span><br /><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">But at the moment, what does this update look like?</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://1.bp.blogspot.com/-z8ThqMRJK38/Wiv71Be7qRI/AAAAAAAAC5A/eHz4FyOFe6YRfrK4oA3W5_1SSg5ndJFFQCK4BGAYYCw/s1600/SVmanageMDXqry.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="176" src="https://1.bp.blogspot.com/-z8ThqMRJK38/Wiv71Be7qRI/AAAAAAAAC5A/eHz4FyOFe6YRfrK4oA3W5_1SSg5ndJFFQCK4BGAYYCw/s640/SVmanageMDXqry.png" width="640" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">This give you a better way to manage all queries, modify, rename, run, etc.</span><br /><br /><span style="font-family: Verdana, sans-serif;"><a href="http://3.bp.blogspot.com/-BvENo7LLuXY/Wi1Y55fwywI/AAAAAAAAC6U/ABvaePQNpPwdRCpRPy4KaaPOx_0LsJpRACK4BGAYYCw/s1600/SQmanageQry.png" imageanchor="1"><img border="0" height="328" src="https://3.bp.blogspot.com/-BvENo7LLuXY/Wi1Y55fwywI/AAAAAAAAC6U/ABvaePQNpPwdRCpRPy4KaaPOx_0LsJpRACK4BGAYYCw/s640/SQmanageQry.png" width="640" /></a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">Cascade Members from Multiple Dimensions</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">When selecting multiple members for a single dimension in the POV, now when you decide to cascade the report, a new dialog box appears kindly asking not only about the 'multi-members' but also the additional dimensions!! :)</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">I would be careful with this option,</span><br /><span style="font-family: Verdana, sans-serif;">you can see from the info stat that the number of sheets going to be cascaded for this is 3</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://1.bp.blogspot.com/-8EELMEA4Mms/WivzC0EoVnI/AAAAAAAAC4Y/i-iJrAcAXccqx5xnczddujhfnCjxvky9gCK4BGAYYCw/s1600/EssbaseCascadeOpt.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="236" src="https://1.bp.blogspot.com/-8EELMEA4Mms/WivzC0EoVnI/AAAAAAAAC4Y/i-iJrAcAXccqx5xnczddujhfnCjxvky9gCK4BGAYYCw/s320/EssbaseCascadeOpt.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">This slight modification is going to cascade 36!!</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://2.bp.blogspot.com/-hRPe-5oBYSs/Wiv1HzEdXGI/AAAAAAAAC4k/RRLpj9H59sg_51mNUqiMeTbPod50WByPACK4BGAYYCw/s1600/EssbaseCascade36.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="234" src="https://2.bp.blogspot.com/-hRPe-5oBYSs/Wiv1HzEdXGI/AAAAAAAAC4k/RRLpj9H59sg_51mNUqiMeTbPod50WByPACK4BGAYYCw/s320/EssbaseCascade36.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">After I clicked okay, my Windows machine was going haywire to say the least. There was flashing, cursor jitter, scroll bar shaking, the Excel window was '(Not Responding)' and turned black. There is good news. The queries all finally finished running and the workbook updated all 36 new query sheets and added them to the workbook.</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">HsGetValue Accepts Additional Data Types</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">This was something that as I was using the Cube Designer found interesting. I could create the Smart Lists from the wizard/workbook, create and load them into the cube, but not be able to easily validate that the lists looked as desired.</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">[HsGetValue] - {syntax to be updated here}</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">New Essbase Option for Preserving Comments and Unknown Members</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-Hy2_X8lNGhE/Wiv5zFKxAEI/AAAAAAAAC4w/FgHv1OA2C9kkdnGTB7B2wSAE4bBWMF-4gCK4BGAYYCw/s1600/SVoptHsGetPreserve.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="534" src="https://3.bp.blogspot.com/-Hy2_X8lNGhE/Wiv5zFKxAEI/AAAAAAAAC4w/FgHv1OA2C9kkdnGTB7B2wSAE4bBWMF-4gCK4BGAYYCw/s640/SVoptHsGetPreserve.png" width="640" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Unknown members and comments for OAC users.</span><br /><span style="font-family: Verdana, sans-serif;">Also note that this option is found in the Smart View / Options / Member Options tab (Not the Data Options tab)</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><b><span style="font-family: Verdana, sans-serif;">Extension Update Process has been streamlined!!</span></b></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">Now when you go into Smart View / Options / Extensions a new dialog box</span><br /><span style="font-family: Verdana, sans-serif;">appears when you click the hyperlink "⚠️&nbsp; <span style="color: blue;"><b>Check for Updates, New Installs, and Uninstalls</b></span>"</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://1.bp.blogspot.com/-dvIUao5W-_A/Wiv8cmL5VnI/AAAAAAAAC5c/QHMtePxjYaEo-BIoYwJGJqT7SQhZ6Yy9gCK4BGAYYCw/s1600/SVextCheck.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="32" src="https://1.bp.blogspot.com/-dvIUao5W-_A/Wiv8cmL5VnI/AAAAAAAAC5c/QHMtePxjYaEo-BIoYwJGJqT7SQhZ6Yy9gCK4BGAYYCw/s400/SVextCheck.png" width="400" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">This is great! Now that I have established a connection I can use that or any other connections/locations to find updates. Select and click 'Get Updates'</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-jXvJjSotdmk/Wiv76AHdLSI/AAAAAAAAC5I/fWD8iKGCOeoAf_hn40EuVu7DQz3vfL08QCK4BGAYYCw/s1600/SVextUpdate.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="172" src="https://3.bp.blogspot.com/-jXvJjSotdmk/Wiv76AHdLSI/AAAAAAAAC5I/fWD8iKGCOeoAf_hn40EuVu7DQz3vfL08QCK4BGAYYCw/s320/SVextUpdate.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">In real time you will see the job running the check for updates, etc. the location used to check.</span></div><div><span style="font-family: Verdana, sans-serif;">Once complete, you can close the window and see in the Extension list if there is indeed an update available.</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-tYPJoH6ecHg/Wiv78ivf2qI/AAAAAAAAC5Q/YNqz0KnViNMoC--dVSIc0Jws74YhaCrwQCK4BGAYYCw/s1600/SVextUpdate2.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="278" src="https://3.bp.blogspot.com/-tYPJoH6ecHg/Wiv78ivf2qI/AAAAAAAAC5Q/YNqz0KnViNMoC--dVSIc0Jws74YhaCrwQCK4BGAYYCw/s320/SVextUpdate2.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;">Like these Smart View Extension 11.1.2.5.720 updates:</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Oracle Journals</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><a href="http://3.bp.blogspot.com/-bjIoTvlj28M/Wiv921KKxrI/AAAAAAAAC5o/s4GYieDyeKc6A3UPlM4eVZNGp0HCHtergCK4BGAYYCw/s1600/SVextJournals.png" imageanchor="1"><span style="font-family: Verdana, sans-serif;"><img border="0" height="62" src="https://3.bp.blogspot.com/-bjIoTvlj28M/Wiv921KKxrI/AAAAAAAAC5o/s4GYieDyeKc6A3UPlM4eVZNGp0HCHtergCK4BGAYYCw/s320/SVextJournals.png" width="320" /></span></a></div><div><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">OracleBI EE!</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><span style="font-family: Verdana, sans-serif;"><a href="http://4.bp.blogspot.com/-mkfReI47lM0/Wi1UqLfMWbI/AAAAAAAAC54/HWVS8JXcopkHFLVPNbtkcM3hcDgCKFcHwCK4BGAYYCw/s1600/SVextOBIEE.png" imageanchor="1"><img border="0" height="46" src="https://4.bp.blogspot.com/-mkfReI47lM0/Wi1UqLfMWbI/AAAAAAAAC54/HWVS8JXcopkHFLVPNbtkcM3hcDgCKFcHwCK4BGAYYCw/s320/SVextOBIEE.png" width="320" /></a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Smart Query</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;"><a href="http://3.bp.blogspot.com/-M51MiiQgXqQ/Wi1U1qgBhrI/AAAAAAAAC6I/eK1AM_cLtBosroAmdtLJGjSFAoorLeTUwCK4BGAYYCw/s1600/SVextSQ.png" imageanchor="1"><img border="0" height="48" src="https://3.bp.blogspot.com/-M51MiiQgXqQ/Wi1U1qgBhrI/AAAAAAAAC6I/eK1AM_cLtBosroAmdtLJGjSFAoorLeTUwCK4BGAYYCw/s320/SVextSQ.png" width="320" /></a></span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Detailed blog posts to follow!</span><br /><span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;">Since it has been snowing now for a few days here where I live,</span><br /><span style="font-family: Verdana, sans-serif;">I think it is appropriate to say officially that&nbsp;#WinterIsHere!</span></div><div><span style="font-family: Verdana, sans-serif;"><br /></span></div><div><br /></div><style><!-- /* Font Definitions */ @font-face {font-family:"Courier New"; 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mso-level-text:o; mso-level-tab-stop:1.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:"Courier New",serif; mso-bidi-font-family:"Times New Roman";} @list l8:level3 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:1.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level4 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:2.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level5 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:2.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level6 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level7 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:3.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level8 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.0in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} @list l8:level9 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:4.5in; mso-level-number-position:left; text-indent:-.25in; mso-ansi-font-size:10.0pt; font-family:Wingdings;} ol {margin-bottom:0in;} ul {margin-bottom:0in;} --></style> G Adashek tag:blogger.com,1999:blog-1699540956788037380.post-7170808252853474020 Sun Dec 10 2017 11:15:00 GMT-0500 (EST) ODTUG December News http://www.odtug.com/p/bl/et/blogaid=754&source=1 The ODTUG December News includes information about the abstract public voting sign-ups, ODTUG Kscope18 Community Service Day donations, Oracle Cloud Customer Connect upcoming webinars, ODTUG community news, and upcoming ODTUG webinars. ODTUG http://www.odtug.com/p/bl/et/blogaid=754&source=1 Thu Dec 07 2017 11:34:37 GMT-0500 (EST) ODTUG December News @odtug @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.odtug.com/p/bl/et/blogaid=754&source=1 The ODTUG December News includes information about the abstract public voting sign-ups, ODTUG Kscope18 Community Service Day donations, Oracle Cloud Customer Connect upcoming webinars, ODTUG community news, and upcoming ODTUG webinars. ODTUG http://www.odtug.com/p/bl/et/blogaid=754&source=1 Thu Dec 07 2017 11:34:37 GMT-0500 (EST) Choosing a Planning & Forecasting Method @usanalytics https://www.us-analytics.com/hyperionblog/choosing-a-planning-forecasting-method <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/choosing-a-planning-forecasting-method" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/3-steps-faster-financial-forecasting-1.jpg?t=1512662316771" alt="3-steps-faster-financial-forecasting-1.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>Many companies are considering ditching traditional budgeting for more flexible or more detailed methods.</span></p> <p><span><span><strong>Choosing a new method calls for careful consideration — understanding what will realistically work for your organization.&nbsp;</strong></span></span><span>Read on to explore alternative methods and the various facets of each, including:</span></p> <ul> <li><span>The pros and cons of rolling forecasts</span></li> <li><span>The pros and cons of zero-based budgeting</span></li> <li><span>Challenges that come with each method</span></li> <li><span>Getting started with each method</span></li> <li><span>Tools to optimize and support the method you choose</span></li> <li><span>And more!</span></li> </ul> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fchoosing-a-planning-forecasting-method&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/choosing-a-planning-forecasting-method Thu Dec 07 2017 11:31:46 GMT-0500 (EST) Choosing a Planning & Forecasting Method https://www.us-analytics.com/hyperionblog/choosing-a-planning-forecasting-method <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/choosing-a-planning-forecasting-method" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/3-steps-faster-financial-forecasting-1.jpg?t=1512662316771" alt="3-steps-faster-financial-forecasting-1.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>Many companies are considering ditching traditional budgeting for more flexible or more detailed methods.</span></p> <p><span><span><strong>Choosing a new method calls for careful consideration — understanding what will realistically work for your organization.&nbsp;</strong></span></span><span>Read on to explore alternative methods and the various facets of each, including:</span></p> <ul> <li><span>The pros and cons of rolling forecasts</span></li> <li><span>The pros and cons of zero-based budgeting</span></li> <li><span>Challenges that come with each method</span></li> <li><span>Getting started with each method</span></li> <li><span>Tools to optimize and support the method you choose</span></li> <li><span>And more!</span></li> </ul> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fchoosing-a-planning-forecasting-method&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/choosing-a-planning-forecasting-method Thu Dec 07 2017 11:31:46 GMT-0500 (EST) EPM Cloud – Integrate EPM Automate with Smart View http://theepmlab.com/epm-cloud-integrate-epm-automate-with-smart-view/ &#160; We have discussed the EPM automate many times. From an admin perspective, it is very useful. It enables service admins to remotely perform tasks within Oracle EPM Cloud instances and automate many repeatable tasks, such as import and export of metadata and data, refresh database, launch business rules, run data load rules, etc. But... Jun http://theepmlab.com/?p=1600 Thu Dec 07 2017 07:04:27 GMT-0500 (EST) EPM Cloud – Integrate EPM Automate with Smart View @_Jun_Zhang_ @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://theepmlab.com/epm-cloud-integrate-epm-automate-with-smart-view/ &#160; We have discussed the EPM automate many times. From an admin perspective, it is very useful. It enables service admins to remotely perform tasks within Oracle EPM Cloud instances and automate many repeatable tasks, such as import and export of metadata and data, refresh database, launch business rules, run data load rules, etc. But... Jun http://theepmlab.com/?p=1600 Thu Dec 07 2017 07:04:27 GMT-0500 (EST) 3 Signs You Need to Automate Your Account Reconciliation Process https://www.us-analytics.com/hyperionblog/3-signs-you-need-to-automate-your-account-reconciliation-process <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/3-signs-you-need-to-automate-your-account-reconciliation-process" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/3%20Reasons%20Why%20You%20Should%20Automate%20Your%20Account%20Reconcilation%20Process.jpg?t=1512966730140" alt="3 Reasons Why You Should Automate Your Account Reconcilation Process.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span><br>For most organizations, the account reconciliation process is manual, time consuming, and a major bottleneck in the financial close process. Medium to large companies commonly reconcile thousands of accounts during the quarter-end or <a href="https://www.us-analytics.com/oracle-hfm-administration-5-tips-for-a-stress-free-month-end-close">month-end close</a>, yet <strong>65 percent rely on manual methods to determine whether adjustments are required</strong>.&nbsp;</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2F3-signs-you-need-to-automate-your-account-reconciliation-process&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Yasmin Morrison https://www.us-analytics.com/hyperionblog/3-signs-you-need-to-automate-your-account-reconciliation-process Wed Dec 06 2017 13:26:00 GMT-0500 (EST) 3 Signs You Need to Automate Your Account Reconciliation Process @usanalytics @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https://www.us-analytics.com/hyperionblog/3-signs-you-need-to-automate-your-account-reconciliation-process <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/3-signs-you-need-to-automate-your-account-reconciliation-process" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/3%20Reasons%20Why%20You%20Should%20Automate%20Your%20Account%20Reconcilation%20Process.jpg?t=1512739994476" alt="3 Reasons Why You Should Automate Your Account Reconcilation Process.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span><br>For most organizations, the account reconciliation process is manual, time consuming, and a major bottleneck in the financial close process. Medium to large companies commonly reconcile thousands of accounts during the quarter-end or <a href="https://www.us-analytics.com/oracle-hfm-administration-5-tips-for-a-stress-free-month-end-close">month-end close</a>, yet <strong>65 percent rely on manual methods to determine whether adjustments are required</strong>.&nbsp;</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2F3-signs-you-need-to-automate-your-account-reconciliation-process&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Yasmin Morrison https://www.us-analytics.com/hyperionblog/3-signs-you-need-to-automate-your-account-reconciliation-process Wed Dec 06 2017 13:26:00 GMT-0500 (EST) EPM Cloud – Data Management – Loading metadata is here http://john-goodwin.blogspot.com/2017/12/epm-cloud-data-management-loading.html <div dir="ltr" style="text-align: left;" trbidi="on">Well it is certainly a piece of functionality that has been on the roadmap for a long time but finally it has arrived in the 17.11 EPM Cloud release.<br /><br />I must admit I was quite surprised that the functionality has been added as the Enterprise Data Management Cloud Service offering will be released in the very near future, EDMCS will include application adaptors which will allow metadata integration with EPM Cloud, I thought Oracle would try and push everyone down this route for metadata but clearly not.<br /><br />First of all, loading metadata is now available for any of the EPM cloud services that are built on the planning and budgeting platform, so this means it is supported for the following:<br /><ul style="text-align: left;"><li><b class="yellow">Oracle Planning and Budgeting Cloud Service</b></li><li><b class="yellow">Oracle Enterprise Planning and Budgeting Cloud Service</b></li><li><b class="yellow">Oracle Financial Consolidation and Closing Cloud Service</b></li><li><b class="yellow">Oracle Tax Reporting Cloud Service&nbsp;</b></li></ul>The only supported source in this release is from a flat file, loading metadata is available for standard, custom and Smart List dimensions.<br /><br />The format for the metadata is based on the same properties as importing metadata directly into a target EPM cloud application so there should not be much of a learning curve, behind the scenes the outload load utility (OLU) will load the metadata which should be familiar if you have an on-premise planning background.<br /><br />To test out the functionality I am going to go through the process of loading a couple of standard dimensions, a custom one and a Smart List.<br /><br />To ensure I am testing with valid metadata I took exports of the Account, Entity, Product and Smart List dimension from the Vision sample application, I edited the exported csv files to include a selection of the most important properties.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-sYnmB09l5TA/WiLevOdq6QI/AAAAAAAAJVY/owOQH7b7xBwvVPgKKoMGE0p8URTI7lVUQCLcBGAs/s1600/image001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="271" data-original-width="994" height="174" src="https://1.bp.blogspot.com/-sYnmB09l5TA/WiLevOdq6QI/AAAAAAAAJVY/owOQH7b7xBwvVPgKKoMGE0p8URTI7lVUQCLcBGAs/s640/image001.png" width="640" /></a></div><br />I confirmed the files were valid by loading the CSV files back into the planning application, clearing all the members first. After successfully testing I cleared down the dimensions so they are empty again.<br /><br />In theory, because I am using the same source files I shouldn’t encounter any problems loading the files through Data Management, I said in theory because reality can be totally different.<br /><br />In Data Management if you attempt to add a new application you will see there is new option available called “Dimensions”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-HHbDHDB5-w8/WiLevLYxfAI/AAAAAAAAJVc/u4TXscrC9pw_SL9NzF2fz-ee-gOeQ-yLwCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="200" data-original-width="190" src="https://1.bp.blogspot.com/-HHbDHDB5-w8/WiLevLYxfAI/AAAAAAAAJVc/u4TXscrC9pw_SL9NzF2fz-ee-gOeQ-yLwCLcBGAs/s1600/image002.png" /></a></div><br />After selecting “Dimensions” a new window will be displayed where a registered application can be selected and a prefix entered.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-26ueA9UeOqU/WiLevKGjobI/AAAAAAAAJVg/IA350vg_taE8_e7zvEoDtEi4r4alcqELgCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="125" data-original-width="472" src="https://1.bp.blogspot.com/-26ueA9UeOqU/WiLevKGjobI/AAAAAAAAJVg/IA350vg_taE8_e7zvEoDtEi4r4alcqELgCLcBGAs/s1600/image003.png" /></a></div><br />The prefix is optional but will probably be a good option if you plan on carrying out multiple dimension builds with different properties enabled.<br /><br />Six dimension type target applications will be automatically created, these are Account, Entity, Scenario, Version, Custom and Smart List.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-rY1vfOVZod4/WiLewfwsXvI/AAAAAAAAJVk/iQmH53rgr4Q64aGRYCVaXafgsSyRHm6xgCLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="226" data-original-width="284" src="https://2.bp.blogspot.com/-rY1vfOVZod4/WiLewfwsXvI/AAAAAAAAJVk/iQmH53rgr4Q64aGRYCVaXafgsSyRHm6xgCLcBGAs/s1600/image004.png" /></a></div><br />The format for name of the dimension application will be:<br /><br /><b class="yellow">“Prefix” + “Application Name – “+ “Dimension Type”</b><br /><br />In the dimension details where you would be used to seeing dimension names there is a list of dimension properties.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-u5NH4cE8ErU/WiLew3cUjAI/AAAAAAAAJVo/t1Oe0Exl9AY4xMNZoVOfbW6dRLPuk3dOgCLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="563" data-original-width="555" src="https://2.bp.blogspot.com/-u5NH4cE8ErU/WiLew3cUjAI/AAAAAAAAJVo/t1Oe0Exl9AY4xMNZoVOfbW6dRLPuk3dOgCLcBGAs/s1600/image005.png" /></a></div><br />This is the same concept in one of my previous <b><a href="http://john-goodwin.blogspot.co.uk/2017/10/fdmee-building-essbase-dimensions-part-2.html">blogs</a></b> where I created a custom application to build Essbase dimensions.<br /><br />By default, the properties that are enabled are the dimension member so in this case Account, Parent and Alias.<br /><br />The properties that are selected will be available in the import format so you should select only the ones you are going to use, it is possible to create additional dimensions using the prefix option so you can have metadata builds with different properties enabled.<br /><br />If you enable a property and save the data table column name will be populated.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-Ro-o2UbTc54/WiLew5g8O5I/AAAAAAAAJVs/SjIwCnR9OoMN0gf654HJm4Hkn6ws2a4HwCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="26" data-original-width="653" src="https://3.bp.blogspot.com/-Ro-o2UbTc54/WiLew5g8O5I/AAAAAAAAJVs/SjIwCnR9OoMN0gf654HJm4Hkn6ws2a4HwCLcBGAs/s1600/image006.png" /></a></div><br />The column names don’t really make that much sense for metadata because they are the same ones that are used for data loading, they are just the names of the columns in the Data Management relational database tables and not something you should get too concerned about, the main thing is that once a property is enabled it is mapped to a table column name.<br /><br />Each dimension type will have a different set of properties, so for example the Entity dimension will have a property called “Base Currency” because it is only applicable to Entities.<br /><br />If a property is not in the list and is required then it is possible to manually add one.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-qNzbQAqXOjI/WiLexQOBc9I/AAAAAAAAJVw/dsY6vqIm6UcM8O22hg6dA50dCDmDrLluQCLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="96" data-original-width="404" src="https://3.bp.blogspot.com/-qNzbQAqXOjI/WiLexQOBc9I/AAAAAAAAJVw/dsY6vqIm6UcM8O22hg6dA50dCDmDrLluQCLcBGAs/s1600/image007.png" /></a></div><br />The source file I am going to use load the accounts metadata is:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-PrJKm_Nt_mw/WiLex5aqZcI/AAAAAAAAJV0/6dN1Fd1JnsUXrdZktZcV7xcQnZb08rFyACLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="223" data-original-width="1390" height="102" src="https://2.bp.blogspot.com/-PrJKm_Nt_mw/WiLex5aqZcI/AAAAAAAAJV0/6dN1Fd1JnsUXrdZktZcV7xcQnZb08rFyACLcBGAs/s640/image008.png" width="640" /></a></div><br />The properties were enabled to match that of the file.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-h64lHmVPSwg/WiLeycQUtrI/AAAAAAAAJV4/5ia5iGO2X2s804t1-ZEB6ZDFkweoC7rmACLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="491" data-original-width="559" src="https://1.bp.blogspot.com/-h64lHmVPSwg/WiLeycQUtrI/AAAAAAAAJV4/5ia5iGO2X2s804t1-ZEB6ZDFkweoC7rmACLcBGAs/s1600/image009.png" /></a></div><br />In the dimension application options, there are properties available to define the dimension name and refresh the database, these settings can also be applied at load rule level, the dimension name only really needs to be set if you are using a custom dimension or want to override the dimension that the metadata will be loaded to.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-lUHXeemtKFA/WiLeypEc65I/AAAAAAAAJV8/lhA4-cGnzwYP_ZuMDuA228zLiNlDrlyRwCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="208" data-original-width="394" src="https://2.bp.blogspot.com/-lUHXeemtKFA/WiLeypEc65I/AAAAAAAAJV8/lhA4-cGnzwYP_ZuMDuA228zLiNlDrlyRwCLcBGAs/s1600/image010.png" /></a></div><br />On to the import format, the target dimension was selected and the file type set as “<b>Delimited – All Data Type</b>” which is a requirement for loading metadata, it is probably so it switches the load over to the OLU.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-etXEYV6Wyyw/WiLey24mNPI/AAAAAAAAJWA/44cs3OG_OXI1o2vWAtjMgTj_QNs8rthJgCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="132" data-original-width="775" height="109" src="https://4.bp.blogspot.com/-etXEYV6Wyyw/WiLey24mNPI/AAAAAAAAJWA/44cs3OG_OXI1o2vWAtjMgTj_QNs8rthJgCLcBGAs/s640/image011.png" width="640" /></a></div><br />The properties that were enabled are made available as targets in the import format mappings.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-UeFiNvhOkGg/WiLezVPsFgI/AAAAAAAAJWE/MM0HNYBNBu0EvNLymX_Bms-G49qspZf_ACLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="355" data-original-width="529" src="https://2.bp.blogspot.com/-UeFiNvhOkGg/WiLezVPsFgI/AAAAAAAAJWE/MM0HNYBNBu0EvNLymX_Bms-G49qspZf_ACLcBGAs/s1600/image012.png" /></a></div><br />I mapped each column of the source file to the relevant target property, the data target can be ignored as it is not required, it appears as it standard when using an all data type.<br /><br />The location is the same concept as with data loading and the import format was selected.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/--Ai2z791IHc/WiLezgnRvuI/AAAAAAAAJWI/1uyqa--6-sErF8tsKeXPgtCkl4MrkgFogCLcBGAs/s1600/image013.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="196" data-original-width="859" height="146" src="https://4.bp.blogspot.com/--Ai2z791IHc/WiLezgnRvuI/AAAAAAAAJWI/1uyqa--6-sErF8tsKeXPgtCkl4MrkgFogCLcBGAs/s640/image013.png" width="640" /></a></div><br />I created a new category called “<b>Metadata</b>” just to make the POV more meaningful, an existing one could have been used.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-RE0UNeFV53Q/WiLez19HmyI/AAAAAAAAJWM/f3F0cS5Hz_4ctpd8KSbKaQDy6aK98C8xwCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="209" data-original-width="623" src="https://3.bp.blogspot.com/-RE0UNeFV53Q/WiLez19HmyI/AAAAAAAAJWM/f3F0cS5Hz_4ctpd8KSbKaQDy6aK98C8xwCLcBGAs/s1600/image014.png" /></a></div><br />I didn’t opt for creating a new period mapping and stuck with an existing mapping.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-_aC5u_uHPaw/WiLe0LiAROI/AAAAAAAAJWQ/031rK7g-xCQS94nC-E6Wr5mNwnuaB2bNACLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="24" data-original-width="541" src="https://1.bp.blogspot.com/-_aC5u_uHPaw/WiLe0LiAROI/AAAAAAAAJWQ/031rK7g-xCQS94nC-E6Wr5mNwnuaB2bNACLcBGAs/s1600/image015.png" /></a></div><br />I could have created a period mapping just for loading metadata but I thought by going down the route of loading by period the data will be stored and not overwritten each period, this could be useful if you want to view the metadata that was loaded against a given period.<br /><br />Each of the dimension properties will be available to apply mapping to.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-n4nEYC1t668/WiLe0nSuYJI/AAAAAAAAJWU/bq-5HKDIlwMwIN-aJW1HLfuP0unPpg2vACLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="363" data-original-width="254" src="https://2.bp.blogspot.com/-n4nEYC1t668/WiLe0nSuYJI/AAAAAAAAJWU/bq-5HKDIlwMwIN-aJW1HLfuP0unPpg2vACLcBGAs/s1600/image016.png" /></a></div><br />The mappings operate in the same as with data loading so it should not be anything new to you.<br /><br />For this first example, I stuck with like for like mappings as the source file is in the correct format.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-gTDLYmL6BGk/WiLe07RaH2I/AAAAAAAAJWY/tgh_pcsKUb4pbtLoKYJ93uaxxJSNUrHVQCLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="225" data-original-width="384" src="https://4.bp.blogspot.com/-gTDLYmL6BGk/WiLe07RaH2I/AAAAAAAAJWY/tgh_pcsKUb4pbtLoKYJ93uaxxJSNUrHVQCLcBGAs/s1600/image017.png" /></a></div><br />When creating a data load rule against a standard dimension you will see that the plan type is automatically set as “REGULAR”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-tK560WhQ8b0/WiLe1GHGEGI/AAAAAAAAJWc/Awn1uACwdYo5WNZrVPWK0vqY_vgqFbdHACLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="407" data-original-width="804" height="323" src="https://4.bp.blogspot.com/-tK560WhQ8b0/WiLe1GHGEGI/AAAAAAAAJWc/Awn1uACwdYo5WNZrVPWK0vqY_vgqFbdHACLcBGAs/s640/image018.png" width="640" /></a></div><br />I uploaded and selected the source file.<br /><br />In the rule target options, there are the same properties that are available at target application dimension level.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/--kKwULIN_gs/WiLe1s284fI/AAAAAAAAJWg/1j87oiQAJLIB0hCjhLXVNGJvmZ0BeWPGQCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="164" data-original-width="395" src="https://2.bp.blogspot.com/--kKwULIN_gs/WiLe1s284fI/AAAAAAAAJWg/1j87oiQAJLIB0hCjhLXVNGJvmZ0BeWPGQCLcBGAs/s1600/image019.png" /></a></div><br />The dimension name can be left blank unless it needs to be overridden.<br /><br />There is also the option to refresh the database meaning after the metadata is loaded to the target application it will be pushed down to Essbase, you would usually set this to Yes if you plan to load data after the metadata load.<br /><br />If you plan on loading multiple dimensions it is probably best to set the refresh option to yes for the last metadata load, otherwise you will be refreshing after each load which is definitely not efficient.<br /><br />Now that everything is in place it is time to import the metadata into the workbench.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-5FCC4vh8AlI/WiLe17yEXCI/AAAAAAAAJWk/RiQuAqAgIpMbiBkboVUl_VemzVAV4BjyQCLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="406" data-original-width="462" src="https://2.bp.blogspot.com/-5FCC4vh8AlI/WiLe17yEXCI/AAAAAAAAJWk/RiQuAqAgIpMbiBkboVUl_VemzVAV4BjyQCLcBGAs/s1600/image020.png" /></a></div><br />The mapping validation failed and here lies the first problem, there are rows of metadata where the source will be null which should be perfectly acceptable, in the above example the validation failed due to there being no member alias.<br /><br />For metadata, you would want to keep the target mapping as null where the source is null, as Data Management has been primarily designed to load data a target mapping value is usually required and fails if one doesn’t exist.<br /><br />Whether this is the correct way or not I created a SQL mapping to map null values to a space, a space should be ignored when loading to a target application.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-G-7YZCFkGZk/WiLe2Ak9DyI/AAAAAAAAJWo/yDE4vYRXC4U4Y_id4eOR9NPYNO8pw5WgwCLcBGAs/s1600/image021.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="233" data-original-width="495" src="https://2.bp.blogspot.com/-G-7YZCFkGZk/WiLe2Ak9DyI/AAAAAAAAJWo/yDE4vYRXC4U4Y_id4eOR9NPYNO8pw5WgwCLcBGAs/s1600/image021.png" /></a></div><br />After adding this mapping, the validation issue was fixed.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-EtS3cVL_hUA/WiLe2k0jPBI/AAAAAAAAJWs/_8xnQSshFcQDPAkR0C3keM_c3lQuu2fRACLcBGAs/s1600/image022.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="243" data-original-width="1077" height="144" src="https://1.bp.blogspot.com/-EtS3cVL_hUA/WiLe2k0jPBI/AAAAAAAAJWs/_8xnQSshFcQDPAkR0C3keM_c3lQuu2fRACLcBGAs/s640/image022.png" width="640" /></a></div><br />The workbench will have columns for source/target data which can be ignored as they only apply to loading all data type data.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-H9vopvkDZGg/WiLe27Qp-hI/AAAAAAAAJWw/vEAQamEKVAIpG4XSN1OrnEAbTjLHQgBpwCLcBGAs/s1600/image023.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="85" data-original-width="214" src="https://4.bp.blogspot.com/-H9vopvkDZGg/WiLe27Qp-hI/AAAAAAAAJWw/vEAQamEKVAIpG4XSN1OrnEAbTjLHQgBpwCLcBGAs/s1600/image023.png" /></a></div><br />On to the export which will load the metadata to the target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-radue3qCs0E/WiLe3C9X7aI/AAAAAAAAJW0/scV7oZSBztA0m8ZqZS7om3HZeOxO_2ovQCLcBGAs/s1600/image024.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="51" data-original-width="48" src="https://2.bp.blogspot.com/-radue3qCs0E/WiLe3C9X7aI/AAAAAAAAJW0/scV7oZSBztA0m8ZqZS7om3HZeOxO_2ovQCLcBGAs/s1600/image024.png" /></a></div><br />Next problem, the export failed.<br /><br />If any rejections occur in the load to the target application the process will fail, the valid records will still be loaded.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-DE8S1LXcseM/WiLe3VcD0BI/AAAAAAAAJW8/PwASYt_6-7Q74q-HB05FZlHKVaofbX5dwCLcBGAs/s1600/image025.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="117" data-original-width="689" src="https://1.bp.blogspot.com/-DE8S1LXcseM/WiLe3VcD0BI/AAAAAAAAJW8/PwASYt_6-7Q74q-HB05FZlHKVaofbX5dwCLcBGAs/s1600/image025.png" /></a></div><br />The process log contained the following information.<br /><br /><b class="yellow">Possible circular reference detected, aborting sort and continuing with Load.&nbsp; 76 possible circular reference records found.<br />com.hyperion.planning.InvalidMemberException: The member 0001 does not exist for the specified cube or you do not have access to it.<br />com.hyperion.planning.InvalidMemberException: The member 0002 does not exist for the specified cube or you do not have access to it.<br />……… and so on<br />Outline data store load process finished. 266 data records were read, 266 data records were processed, 194 were accepted for loading (verify actual load with Essbase log files), 72 were rejected.</b><br /><br />So for some reason a circular reference was found, this stopped the sorting of the records which subsequently meant records were rejected because parent members did not exist.<br /><br />I had a look at the file that Data Management produced and tried to load against the target application, the file was the same as my original source file except for the order.<br /><br />I tested loading the file that Data Management produced directly into the planning application using the import functionality and it failed with the same type of errors, I then loaded my original source file and it imported perfectly.<br /><br />It looks like the issue is down to a combination of the order of the members in the file that is being created by DM and that there are shared members involved.<br /><br />The account dimension that was built looks like:<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-7OLbRwreWNs/WiLe3pLJgfI/AAAAAAAAJW4/Up4PZMViAV0UYC1FwIz0XfmkklREHsh4ACLcBGAs/s1600/image026.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="324" data-original-width="570" src="https://2.bp.blogspot.com/-7OLbRwreWNs/WiLe3pLJgfI/AAAAAAAAJW4/Up4PZMViAV0UYC1FwIz0XfmkklREHsh4ACLcBGAs/s1600/image026.png" /></a></div><br />If I load the source file (not the one DM produces) directly to planning then it looks like:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-8NankRPEJLQ/WiLe4EIEu_I/AAAAAAAAJXA/u3saT3DH_DAUZ2Vt2WXQ8uzPvFlwq2FXgCLcBGAs/s1600/image027.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="546" data-original-width="567" src="https://2.bp.blogspot.com/-8NankRPEJLQ/WiLe4EIEu_I/AAAAAAAAJXA/u3saT3DH_DAUZ2Vt2WXQ8uzPvFlwq2FXgCLcBGAs/s1600/image027.png" /></a></div><br />Not only is there a problem with members being rejected, the order of the members is different.<br /><br />Basically what happens is Data Management executes the following SQL to produce the file that is then loaded to the application.<br /><br /><b class="yellow">DEBUG [AIF]: SELECT ACCOUNT,ENTITY,ICP,UD1,UD2,UD3,UD4,UD5,UD6,UD7,UD8</b><br /><b class="yellow">&nbsp;FROM AIF_HS_BALANCES</b><br /><b class="yellow">&nbsp;WHERE LOADID = 31</b><br /><b class="yellow">&nbsp;ORDER BY 2,1</b><br /><br />The order is defined by parent then member and in ascending order, so it looks like it doesn’t matter what order your source file is in, the target order will not match this and it doesn’t look like there is currently anyway to change this, this may not be an issue but something to be aware of.<br /><br />If you plan on loading formulas then you will probably hit issues if the length is over 80 characters, when the source file is loaded into the repository then be prepared for the following type of failure and error message:<br /><br /><b class="yellow">ERROR [AIF]: EPMFDM-140274:Message - ORA-12899: value too large for column "DRMQHJQKBLPQ"."TDATASEG_T"."UD2" (actual: 1173, maximum: 80)</b><br /><br />Using the import metadata feature in the planning application there is no problem loading large formulas.<br /><br />Also, if the formula is split over multiple lines in the source file:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-0-tqunTmYTk/WiL8jdKALpI/AAAAAAAAJYo/WG22_lQm970RpVxC5zoPvNt1CBbwPcMYgCLcBGAs/s1600/formula.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="103" data-original-width="654" src="https://4.bp.blogspot.com/-0-tqunTmYTk/WiL8jdKALpI/AAAAAAAAJYo/WG22_lQm970RpVxC5zoPvNt1CBbwPcMYgCLcBGAs/s1600/formula.png" /></a></div><br />If it is loaded directly through the import metadata feature in the planning application the formula will load successfully, if the same source file is loaded through Data Management the import will be split over multiple records and be completely messed up.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-shgL4d05wjM/WiL8je-wrqI/AAAAAAAAJYk/_dahW0nu4b4Bs4ZepqJ8npD4iCyG8FSogCLcBGAs/s1600/formulawb.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="311" data-original-width="697" height="284" src="https://3.bp.blogspot.com/-shgL4d05wjM/WiL8je-wrqI/AAAAAAAAJYk/_dahW0nu4b4Bs4ZepqJ8npD4iCyG8FSogCLcBGAs/s640/formulawb.png" width="640" /></a></div><br />My assumption is that to be able to load formulas the character will need to be under 80 and the formula be on a single row.<br /><br />Moving on to the entity dimension, I followed the same process and besides the null source value mapping issue the metadata loaded successfully.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-vKiRl-bgEcI/WiLe4jto2hI/AAAAAAAAJXE/nxf4ABynM10VITBS-WsJmCzisQnlnVG2wCLcBGAs/s1600/image028.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="224" data-original-width="633" src="https://2.bp.blogspot.com/-vKiRl-bgEcI/WiLe4jto2hI/AAAAAAAAJXE/nxf4ABynM10VITBS-WsJmCzisQnlnVG2wCLcBGAs/s1600/image028.png" /></a></div><br />This produced the following dimension hierarchy in the planning application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-53puOiLywTY/WiLe49d71_I/AAAAAAAAJXI/0YwvnKR-nesNsAfrqSUaTSJz9TO23KtiACLcBGAs/s1600/image029.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="251" data-original-width="381" src="https://2.bp.blogspot.com/-53puOiLywTY/WiLe49d71_I/AAAAAAAAJXI/0YwvnKR-nesNsAfrqSUaTSJz9TO23KtiACLcBGAs/s1600/image029.png" /></a></div><br />If I load the source file directly to planning then again you see there is a difference in the ordering.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-J1c6lLa76mo/WiLe5NvVZbI/AAAAAAAAJXM/gjVxy_gjfQ8L4uST5Bh3UpfEF3b-B4d1gCLcBGAs/s1600/image030.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="244" data-original-width="240" src="https://1.bp.blogspot.com/-J1c6lLa76mo/WiLe5NvVZbI/AAAAAAAAJXM/gjVxy_gjfQ8L4uST5Bh3UpfEF3b-B4d1gCLcBGAs/s1600/image030.png" /></a></div><br />Because of the way the metadata has been ordered it also caused an issue with shared members occurring before base members.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-jxxn1P4zINs/WiLe5jDOYsI/AAAAAAAAJXQ/cLyP7-Ga7B8R2k-T4yamoWg1aA4nn_2WQCLcBGAs/s1600/image031.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="168" data-original-width="207" src="https://4.bp.blogspot.com/-jxxn1P4zINs/WiLe5jDOYsI/AAAAAAAAJXQ/cLyP7-Ga7B8R2k-T4yamoWg1aA4nn_2WQCLcBGAs/s1600/image031.png" /></a></div><br />Now for a custom dimension which is my example is product, I started out with the following source file:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-jLVECuEFtyc/WiLe5rI9kPI/AAAAAAAAJXU/Vl8ZooYHwwgeNBnGpczwE6fpaq1esFeawCLcBGAs/s1600/image032.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="569" data-original-width="452" src="https://4.bp.blogspot.com/-jLVECuEFtyc/WiLe5rI9kPI/AAAAAAAAJXU/Vl8ZooYHwwgeNBnGpczwE6fpaq1esFeawCLcBGAs/s1600/image032.png" /></a></div><br />In my source file, I have some level 0 members which have no parent and the aim is to map these to a parent named “P_Unmapped”.<br /><br />Once again, the process is the same for setting up the integration, there is a slight difference with the target plan type name in the data load rule, the name will be automatically set as “CUSTOM”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-eFqF5MxJCRw/WiLe6BtXGpI/AAAAAAAAJXY/pA0E6VgFCE8Oizhn94lndrAOtKxewAt3gCLcBGAs/s1600/image033.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="394" data-original-width="826" height="305" src="https://1.bp.blogspot.com/-eFqF5MxJCRw/WiLe6BtXGpI/AAAAAAAAJXY/pA0E6VgFCE8Oizhn94lndrAOtKxewAt3gCLcBGAs/s640/image033.png" width="640" /></a></div><br />As this a custom dimension and there could be multiple, the target dimension name needs to be defined in the load rule target options.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-NQzWxVIT5H8/WiLe6eUmAVI/AAAAAAAAJXc/EnA72Fc3tMA88LBYzgF3CcAJm-oitOozACLcBGAs/s1600/image034.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="163" data-original-width="374" src="https://1.bp.blogspot.com/-NQzWxVIT5H8/WiLe6eUmAVI/AAAAAAAAJXc/EnA72Fc3tMA88LBYzgF3CcAJm-oitOozACLcBGAs/s1600/image034.png" /></a></div><br />I added a SQL mapping to map the null parent members and assign them to “P_Unmapped”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-EC8rdGsQiCk/WiLe6nG77-I/AAAAAAAAJXg/18osWA_6Tr0ld6HA4h_ka0OGPfpBJOWlQCLcBGAs/s1600/image035.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="217" data-original-width="643" src="https://3.bp.blogspot.com/-EC8rdGsQiCk/WiLe6nG77-I/AAAAAAAAJXg/18osWA_6Tr0ld6HA4h_ka0OGPfpBJOWlQCLcBGAs/s1600/image035.png" /></a></div><br />The null parent members were correctly mapped after importing the source file.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Txx9Y-LggWI/WiLe6yjLPwI/AAAAAAAAJXk/M-E-eX_Y3ZwIuvaEc5Ce9v99G7ozfJSCwCLcBGAs/s1600/image036.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="249" data-original-width="412" src="https://4.bp.blogspot.com/-Txx9Y-LggWI/WiLe6yjLPwI/AAAAAAAAJXk/M-E-eX_Y3ZwIuvaEc5Ce9v99G7ozfJSCwCLcBGAs/s1600/image036.png" /></a></div><br />The export was successful and the hierarchy was built as expected.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-yUHVoXgd4Uk/WiLe7PF-c7I/AAAAAAAAJXo/U_8D7ODakKET60T75k-BME3DtpdAd-9KgCLcBGAs/s1600/image037.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="326" data-original-width="308" src="https://2.bp.blogspot.com/-yUHVoXgd4Uk/WiLe7PF-c7I/AAAAAAAAJXo/U_8D7ODakKET60T75k-BME3DtpdAd-9KgCLcBGAs/s1600/image037.png" /></a></div><br />So how about Smart Lists, well the concept is the same and I started out with the following source file which contained the definition for one Smart List.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-AOma8bRAvbs/WiLe7b_CnzI/AAAAAAAAJXs/r_-9y6a1CgAPKDu5ZgT1oboFu0TMiChmQCLcBGAs/s1600/image038.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="200" data-original-width="586" src="https://2.bp.blogspot.com/-AOma8bRAvbs/WiLe7b_CnzI/AAAAAAAAJXs/r_-9y6a1CgAPKDu5ZgT1oboFu0TMiChmQCLcBGAs/s1600/image038.png" /></a></div><br />The file could have contained multiple Smart List definitions, I just went for one for demonstration purposes.<br /><br />The data load rule will have a default target plan type set as “SMARTLIST”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-HcYrTSnacCA/WiLe74nV8hI/AAAAAAAAJXw/UQVveehmS0c-3gTxtwHR9gln9UskbgePACLcBGAs/s1600/image039.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="410" data-original-width="731" height="358" src="https://4.bp.blogspot.com/-HcYrTSnacCA/WiLe74nV8hI/AAAAAAAAJXw/UQVveehmS0c-3gTxtwHR9gln9UskbgePACLcBGAs/s640/image039.png" width="640" /></a></div><br />There is no need to set the dimension name in the target options of the rule.<br /><br />Besides having to map the null source properties there were no other difference to mention.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-20gIYovy8_8/WiLe8BIwMYI/AAAAAAAAJX4/vQ--VTCJTgEEgaicpZRDZXvDiEl1CaSpACLcBGAs/s1600/image040.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="320" data-original-width="638" height="320" src="https://3.bp.blogspot.com/-20gIYovy8_8/WiLe8BIwMYI/AAAAAAAAJX4/vQ--VTCJTgEEgaicpZRDZXvDiEl1CaSpACLcBGAs/s640/image040.png" width="640" /></a></div><br />The Smart List was created in the planning application with valid entries.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-dYaxvHgdLIg/WiLe8R-aM5I/AAAAAAAAJX0/eLC6TUwmc18KLVTrdX03fd6wdOmJ3CZYgCLcBGAs/s1600/image041.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="278" data-original-width="684" src="https://3.bp.blogspot.com/-dYaxvHgdLIg/WiLe8R-aM5I/AAAAAAAAJX0/eLC6TUwmc18KLVTrdX03fd6wdOmJ3CZYgCLcBGAs/s1600/image041.png" /></a></div><br />If you want the display order to be by ID then it might be worth adding in the entry ID property to the target dimension settings and include in the source file, this way the order will be the way you want it.<br /><br />Finally, I want to briefly cover off deleting members, if you look the properties available in the dimension details of a target dimension application you will see there is a property called “Operation”.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-9WUS7qfX264/WiLe81DLBQI/AAAAAAAAJX8/JFgRqlgjqIApvZb9_rdoSibuXKOGoJVJQCLcBGAs/s1600/image042.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="153" data-original-width="543" src="https://4.bp.blogspot.com/-9WUS7qfX264/WiLe81DLBQI/AAAAAAAAJX8/JFgRqlgjqIApvZb9_rdoSibuXKOGoJVJQCLcBGAs/s1600/image042.png" /></a></div><br />This property controls whether the record being loaded performs an insert/update or delete, the possible values for this property are:<br /><ul style="text-align: left;"><li><b class="yellow">update</b></li><li><b class="yellow">delete level 0</b></li><li><b class="yellow">delete idescendants</b></li><li><b class="yellow">delete descendants</b></li></ul>Usually you would not pay attention to the operation property as if not specified the default is to update, if you want to delete members you can use one of the other values.<br /><br />The aim of this next example is use Data Management to delete descendants of “P_Unmapped” in the product dimension.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-BkTT_XKUnPk/WiLe9PIwYKI/AAAAAAAAJYA/fBVdviKfYKMV5HJr4mBZdGAy47HA4h4XgCLcBGAs/s1600/image043.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="215" data-original-width="122" src="https://3.bp.blogspot.com/-BkTT_XKUnPk/WiLe9PIwYKI/AAAAAAAAJYA/fBVdviKfYKMV5HJr4mBZdGAy47HA4h4XgCLcBGAs/s1600/image043.png" /></a></div><br />For some reason, the custom dimension does not include the operation property by default so I added a new property.<br /><br />So I wouldn’t affect my original product metadata load I added a new dimension with a prefix and enabled only the “Parent” and “Operation” properties.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-1lfieVuQeqc/WiLe9cNGDZI/AAAAAAAAJYE/vHdCeAQ-7jwsoOVWChcMCJ1Bb4zYTzvyQCLcBGAs/s1600/image044.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="197" data-original-width="816" height="154" src="https://3.bp.blogspot.com/-1lfieVuQeqc/WiLe9cNGDZI/AAAAAAAAJYE/vHdCeAQ-7jwsoOVWChcMCJ1Bb4zYTzvyQCLcBGAs/s640/image044.png" width="640" /></a></div><br />The source file contains the member and the operation to delete descendants.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-LCsj1lrGjzc/WiLe9nmwRBI/AAAAAAAAJYI/suomroPRGkE9hQNq_Rrk3CVD6rSv3Nw3gCLcBGAs/s1600/image045.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="64" data-original-width="251" src="https://4.bp.blogspot.com/-LCsj1lrGjzc/WiLe9nmwRBI/AAAAAAAAJYI/suomroPRGkE9hQNq_Rrk3CVD6rSv3Nw3gCLcBGAs/s1600/image045.png" /></a></div><br />The remaining steps to set up are the same so there is no need to go through them again, the full process was successful.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-kG4euyBs984/WiLe-OdjFAI/AAAAAAAAJYM/bBqiD1HB-Ss4iOlMABltb_KR-A2YREALACLcBGAs/s1600/image046.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="187" data-original-width="624" height="190" src="https://1.bp.blogspot.com/-kG4euyBs984/WiLe-OdjFAI/AAAAAAAAJYM/bBqiD1HB-Ss4iOlMABltb_KR-A2YREALACLcBGAs/s640/image046.png" width="640" /></a></div><br />In the target application, the descendants of “P_Unmapped” were deleted.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-QmRg6yfdFtI/WiLe-b48--I/AAAAAAAAJYQ/EC4qvCexczMDfS54eil3vYqiRAV02TrzgCLcBGAs/s1600/image047.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="252" data-original-width="134" src="https://1.bp.blogspot.com/-QmRg6yfdFtI/WiLe-b48--I/AAAAAAAAJYQ/EC4qvCexczMDfS54eil3vYqiRAV02TrzgCLcBGAs/s1600/image047.png" /></a></div><br />In terms of automation the same applies as loading data, the rules could be scheduled in Data Management, if you want multiple rules to be run they can be added to a batch.<br /><br />The <b><a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-126-0D810C2B">uploading </a></b>of the source file, <b><a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-121-DE32231D">running </a></b>the rule or <b><a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-123-2D8BAD91">batch </a></b>can be carried out using EPM Automate, alternatively the <b><a href="http://john-goodwin.blogspot.co.uk/2016/12/fdmee-and-rest-is-up-to-you-part-1.html">REST API</a></b> can achieve the same results.<br /><br />Well that concludes my first look into loading metadata through Data Management, I know I have experienced some issues with the functionality but that could be because it is so new and I have not had the time to investigate, if anything changes or is factually incorrect I will update this post.<br /><div><br /></div></div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-2944006947914015509 Sat Dec 02 2017 14:51:00 GMT-0500 (EST) EPM Cloud – Data Management – Loading metadata is here @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://john-goodwin.blogspot.com/2017/12/epm-cloud-data-management-loading.html <div dir="ltr" style="text-align: left;" trbidi="on">Well it is certainly a piece of functionality that has been on the roadmap for a long time but finally it has arrived in the 17.11 EPM Cloud release.<br /><br />I must admit I was quite surprised that the functionality has been added as the Enterprise Data Management Cloud Service offering will be released in the very near future, EDMCS will include application adaptors which will allow metadata integration with EPM Cloud, I thought Oracle would try and push everyone down this route for metadata but clearly not.<br /><br />First of all, loading metadata is now available for any of the EPM cloud services that are built on the planning and budgeting platform, so this means it is supported for the following:<br /><ul style="text-align: left;"><li><b class="yellow">Oracle Planning and Budgeting Cloud Service</b></li><li><b class="yellow">Oracle Enterprise Planning and Budgeting Cloud Service</b></li><li><b class="yellow">Oracle Financial Consolidation and Closing Cloud Service</b></li><li><b class="yellow">Oracle Tax Reporting Cloud Service&nbsp;</b></li></ul>The only supported source in this release is from a flat file, loading metadata is available for standard, custom and Smart List dimensions.<br /><br />The format for the metadata is based on the same properties as importing metadata directly into a target EPM cloud application so there should not be much of a learning curve, behind the scenes the outload load utility (OLU) will load the metadata which should be familiar if you have an on-premise planning background.<br /><br />To test out the functionality I am going to go through the process of loading a couple of standard dimensions, a custom one and a Smart List.<br /><br />To ensure I am testing with valid metadata I took exports of the Account, Entity, Product and Smart List dimension from the Vision sample application, I edited the exported csv files to include a selection of the most important properties.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-sYnmB09l5TA/WiLevOdq6QI/AAAAAAAAJVY/owOQH7b7xBwvVPgKKoMGE0p8URTI7lVUQCLcBGAs/s1600/image001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="271" data-original-width="994" height="174" src="https://1.bp.blogspot.com/-sYnmB09l5TA/WiLevOdq6QI/AAAAAAAAJVY/owOQH7b7xBwvVPgKKoMGE0p8URTI7lVUQCLcBGAs/s640/image001.png" width="640" /></a></div><br />I confirmed the files were valid by loading the CSV files back into the planning application, clearing all the members first. After successfully testing I cleared down the dimensions so they are empty again.<br /><br />In theory, because I am using the same source files I shouldn’t encounter any problems loading the files through Data Management, I said in theory because reality can be totally different.<br /><br />In Data Management if you attempt to add a new application you will see there is new option available called “Dimensions”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-HHbDHDB5-w8/WiLevLYxfAI/AAAAAAAAJVc/u4TXscrC9pw_SL9NzF2fz-ee-gOeQ-yLwCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="200" data-original-width="190" src="https://1.bp.blogspot.com/-HHbDHDB5-w8/WiLevLYxfAI/AAAAAAAAJVc/u4TXscrC9pw_SL9NzF2fz-ee-gOeQ-yLwCLcBGAs/s1600/image002.png" /></a></div><br />After selecting “Dimensions” a new window will be displayed where a registered application can be selected and a prefix entered.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-26ueA9UeOqU/WiLevKGjobI/AAAAAAAAJVg/IA350vg_taE8_e7zvEoDtEi4r4alcqELgCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="125" data-original-width="472" src="https://1.bp.blogspot.com/-26ueA9UeOqU/WiLevKGjobI/AAAAAAAAJVg/IA350vg_taE8_e7zvEoDtEi4r4alcqELgCLcBGAs/s1600/image003.png" /></a></div><br />The prefix is optional but will probably be a good option if you plan on carrying out multiple dimension builds with different properties enabled.<br /><br />Six dimension type target applications will be automatically created, these are Account, Entity, Scenario, Version, Custom and Smart List.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-rY1vfOVZod4/WiLewfwsXvI/AAAAAAAAJVk/iQmH53rgr4Q64aGRYCVaXafgsSyRHm6xgCLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="226" data-original-width="284" src="https://2.bp.blogspot.com/-rY1vfOVZod4/WiLewfwsXvI/AAAAAAAAJVk/iQmH53rgr4Q64aGRYCVaXafgsSyRHm6xgCLcBGAs/s1600/image004.png" /></a></div><br />The format for name of the dimension application will be:<br /><br /><b class="yellow">“Prefix” + “Application Name – “+ “Dimension Type”</b><br /><br />In the dimension details where you would be used to seeing dimension names there is a list of dimension properties.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-u5NH4cE8ErU/WiLew3cUjAI/AAAAAAAAJVo/t1Oe0Exl9AY4xMNZoVOfbW6dRLPuk3dOgCLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="563" data-original-width="555" src="https://2.bp.blogspot.com/-u5NH4cE8ErU/WiLew3cUjAI/AAAAAAAAJVo/t1Oe0Exl9AY4xMNZoVOfbW6dRLPuk3dOgCLcBGAs/s1600/image005.png" /></a></div><br />This is the same concept in one of my previous <b><a href="http://john-goodwin.blogspot.co.uk/2017/10/fdmee-building-essbase-dimensions-part-2.html">blogs</a></b> where I created a custom application to build Essbase dimensions.<br /><br />By default, the properties that are enabled are the dimension member so in this case Account, Parent and Alias.<br /><br />The properties that are selected will be available in the import format so you should select only the ones you are going to use, it is possible to create additional dimensions using the prefix option so you can have metadata builds with different properties enabled.<br /><br />If you enable a property and save the data table column name will be populated.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-Ro-o2UbTc54/WiLew5g8O5I/AAAAAAAAJVs/SjIwCnR9OoMN0gf654HJm4Hkn6ws2a4HwCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="26" data-original-width="653" src="https://3.bp.blogspot.com/-Ro-o2UbTc54/WiLew5g8O5I/AAAAAAAAJVs/SjIwCnR9OoMN0gf654HJm4Hkn6ws2a4HwCLcBGAs/s1600/image006.png" /></a></div><br />The column names don’t really make that much sense for metadata because they are the same ones that are used for data loading, they are just the names of the columns in the Data Management relational database tables and not something you should get too concerned about, the main thing is that once a property is enabled it is mapped to a table column name.<br /><br />Each dimension type will have a different set of properties, so for example the Entity dimension will have a property called “Base Currency” because it is only applicable to Entities.<br /><br />If a property is not in the list and is required then it is possible to manually add one.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-qNzbQAqXOjI/WiLexQOBc9I/AAAAAAAAJVw/dsY6vqIm6UcM8O22hg6dA50dCDmDrLluQCLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="96" data-original-width="404" src="https://3.bp.blogspot.com/-qNzbQAqXOjI/WiLexQOBc9I/AAAAAAAAJVw/dsY6vqIm6UcM8O22hg6dA50dCDmDrLluQCLcBGAs/s1600/image007.png" /></a></div><br />The source file I am going to use load the accounts metadata is:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-PrJKm_Nt_mw/WiLex5aqZcI/AAAAAAAAJV0/6dN1Fd1JnsUXrdZktZcV7xcQnZb08rFyACLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="223" data-original-width="1390" height="102" src="https://2.bp.blogspot.com/-PrJKm_Nt_mw/WiLex5aqZcI/AAAAAAAAJV0/6dN1Fd1JnsUXrdZktZcV7xcQnZb08rFyACLcBGAs/s640/image008.png" width="640" /></a></div><br />The properties were enabled to match that of the file.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-h64lHmVPSwg/WiLeycQUtrI/AAAAAAAAJV4/5ia5iGO2X2s804t1-ZEB6ZDFkweoC7rmACLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="491" data-original-width="559" src="https://1.bp.blogspot.com/-h64lHmVPSwg/WiLeycQUtrI/AAAAAAAAJV4/5ia5iGO2X2s804t1-ZEB6ZDFkweoC7rmACLcBGAs/s1600/image009.png" /></a></div><br />In the dimension application options, there are properties available to define the dimension name and refresh the database, these settings can also be applied at load rule level, the dimension name only really needs to be set if you are using a custom dimension or want to override the dimension that the metadata will be loaded to.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-lUHXeemtKFA/WiLeypEc65I/AAAAAAAAJV8/lhA4-cGnzwYP_ZuMDuA228zLiNlDrlyRwCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="208" data-original-width="394" src="https://2.bp.blogspot.com/-lUHXeemtKFA/WiLeypEc65I/AAAAAAAAJV8/lhA4-cGnzwYP_ZuMDuA228zLiNlDrlyRwCLcBGAs/s1600/image010.png" /></a></div><br />On to the import format, the target dimension was selected and the file type set as “<b>Delimited – All Data Type</b>” which is a requirement for loading metadata, it is probably so it switches the load over to the OLU.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-etXEYV6Wyyw/WiLey24mNPI/AAAAAAAAJWA/44cs3OG_OXI1o2vWAtjMgTj_QNs8rthJgCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="132" data-original-width="775" height="109" src="https://4.bp.blogspot.com/-etXEYV6Wyyw/WiLey24mNPI/AAAAAAAAJWA/44cs3OG_OXI1o2vWAtjMgTj_QNs8rthJgCLcBGAs/s640/image011.png" width="640" /></a></div><br />The properties that were enabled are made available as targets in the import format mappings.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-UeFiNvhOkGg/WiLezVPsFgI/AAAAAAAAJWE/MM0HNYBNBu0EvNLymX_Bms-G49qspZf_ACLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="355" data-original-width="529" src="https://2.bp.blogspot.com/-UeFiNvhOkGg/WiLezVPsFgI/AAAAAAAAJWE/MM0HNYBNBu0EvNLymX_Bms-G49qspZf_ACLcBGAs/s1600/image012.png" /></a></div><br />I mapped each column of the source file to the relevant target property, the data target can be ignored as it is not required, it appears as it standard when using an all data type.<br /><br />The location is the same concept as with data loading and the import format was selected.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/--Ai2z791IHc/WiLezgnRvuI/AAAAAAAAJWI/1uyqa--6-sErF8tsKeXPgtCkl4MrkgFogCLcBGAs/s1600/image013.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="196" data-original-width="859" height="146" src="https://4.bp.blogspot.com/--Ai2z791IHc/WiLezgnRvuI/AAAAAAAAJWI/1uyqa--6-sErF8tsKeXPgtCkl4MrkgFogCLcBGAs/s640/image013.png" width="640" /></a></div><br />I created a new category called “<b>Metadata</b>” just to make the POV more meaningful, an existing one could have been used.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-RE0UNeFV53Q/WiLez19HmyI/AAAAAAAAJWM/f3F0cS5Hz_4ctpd8KSbKaQDy6aK98C8xwCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="209" data-original-width="623" src="https://3.bp.blogspot.com/-RE0UNeFV53Q/WiLez19HmyI/AAAAAAAAJWM/f3F0cS5Hz_4ctpd8KSbKaQDy6aK98C8xwCLcBGAs/s1600/image014.png" /></a></div><br />I didn’t opt for creating a new period mapping and stuck with an existing mapping.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-_aC5u_uHPaw/WiLe0LiAROI/AAAAAAAAJWQ/031rK7g-xCQS94nC-E6Wr5mNwnuaB2bNACLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="24" data-original-width="541" src="https://1.bp.blogspot.com/-_aC5u_uHPaw/WiLe0LiAROI/AAAAAAAAJWQ/031rK7g-xCQS94nC-E6Wr5mNwnuaB2bNACLcBGAs/s1600/image015.png" /></a></div><br />I could have created a period mapping just for loading metadata but I thought by going down the route of loading by period the data will be stored and not overwritten each period, this could be useful if you want to view the metadata that was loaded against a given period.<br /><br />Each of the dimension properties will be available to apply mapping to.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-n4nEYC1t668/WiLe0nSuYJI/AAAAAAAAJWU/bq-5HKDIlwMwIN-aJW1HLfuP0unPpg2vACLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="363" data-original-width="254" src="https://2.bp.blogspot.com/-n4nEYC1t668/WiLe0nSuYJI/AAAAAAAAJWU/bq-5HKDIlwMwIN-aJW1HLfuP0unPpg2vACLcBGAs/s1600/image016.png" /></a></div><br />The mappings operate in the same as with data loading so it should not be anything new to you.<br /><br />For this first example, I stuck with like for like mappings as the source file is in the correct format.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-gTDLYmL6BGk/WiLe07RaH2I/AAAAAAAAJWY/tgh_pcsKUb4pbtLoKYJ93uaxxJSNUrHVQCLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="225" data-original-width="384" src="https://4.bp.blogspot.com/-gTDLYmL6BGk/WiLe07RaH2I/AAAAAAAAJWY/tgh_pcsKUb4pbtLoKYJ93uaxxJSNUrHVQCLcBGAs/s1600/image017.png" /></a></div><br />When creating a data load rule against a standard dimension you will see that the plan type is automatically set as “REGULAR”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-tK560WhQ8b0/WiLe1GHGEGI/AAAAAAAAJWc/Awn1uACwdYo5WNZrVPWK0vqY_vgqFbdHACLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="407" data-original-width="804" height="323" src="https://4.bp.blogspot.com/-tK560WhQ8b0/WiLe1GHGEGI/AAAAAAAAJWc/Awn1uACwdYo5WNZrVPWK0vqY_vgqFbdHACLcBGAs/s640/image018.png" width="640" /></a></div><br />I uploaded and selected the source file.<br /><br />In the rule target options, there are the same properties that are available at target application dimension level.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/--kKwULIN_gs/WiLe1s284fI/AAAAAAAAJWg/1j87oiQAJLIB0hCjhLXVNGJvmZ0BeWPGQCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="164" data-original-width="395" src="https://2.bp.blogspot.com/--kKwULIN_gs/WiLe1s284fI/AAAAAAAAJWg/1j87oiQAJLIB0hCjhLXVNGJvmZ0BeWPGQCLcBGAs/s1600/image019.png" /></a></div><br />The dimension name can be left blank unless it needs to be overridden.<br /><br />There is also the option to refresh the database meaning after the metadata is loaded to the target application it will be pushed down to Essbase, you would usually set this to Yes if you plan to load data after the metadata load.<br /><br />If you plan on loading multiple dimensions it is probably best to set the refresh option to yes for the last metadata load, otherwise you will be refreshing after each load which is definitely not efficient.<br /><br />Now that everything is in place it is time to import the metadata into the workbench.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-5FCC4vh8AlI/WiLe17yEXCI/AAAAAAAAJWk/RiQuAqAgIpMbiBkboVUl_VemzVAV4BjyQCLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="406" data-original-width="462" src="https://2.bp.blogspot.com/-5FCC4vh8AlI/WiLe17yEXCI/AAAAAAAAJWk/RiQuAqAgIpMbiBkboVUl_VemzVAV4BjyQCLcBGAs/s1600/image020.png" /></a></div><br />The mapping validation failed and here lies the first problem, there are rows of metadata where the source will be null which should be perfectly acceptable, in the above example the validation failed due to there being no member alias.<br /><br />For metadata, you would want to keep the target mapping as null where the source is null, as Data Management has been primarily designed to load data a target mapping value is usually required and fails if one doesn’t exist.<br /><br />Whether this is the correct way or not I created a SQL mapping to map null values to a space, a space should be ignored when loading to a target application.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-G-7YZCFkGZk/WiLe2Ak9DyI/AAAAAAAAJWo/yDE4vYRXC4U4Y_id4eOR9NPYNO8pw5WgwCLcBGAs/s1600/image021.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="233" data-original-width="495" src="https://2.bp.blogspot.com/-G-7YZCFkGZk/WiLe2Ak9DyI/AAAAAAAAJWo/yDE4vYRXC4U4Y_id4eOR9NPYNO8pw5WgwCLcBGAs/s1600/image021.png" /></a></div><br />After adding this mapping, the validation issue was fixed.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-EtS3cVL_hUA/WiLe2k0jPBI/AAAAAAAAJWs/_8xnQSshFcQDPAkR0C3keM_c3lQuu2fRACLcBGAs/s1600/image022.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="243" data-original-width="1077" height="144" src="https://1.bp.blogspot.com/-EtS3cVL_hUA/WiLe2k0jPBI/AAAAAAAAJWs/_8xnQSshFcQDPAkR0C3keM_c3lQuu2fRACLcBGAs/s640/image022.png" width="640" /></a></div><br />The workbench will have columns for source/target data which can be ignored as they only apply to loading all data type data.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-H9vopvkDZGg/WiLe27Qp-hI/AAAAAAAAJWw/vEAQamEKVAIpG4XSN1OrnEAbTjLHQgBpwCLcBGAs/s1600/image023.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="85" data-original-width="214" src="https://4.bp.blogspot.com/-H9vopvkDZGg/WiLe27Qp-hI/AAAAAAAAJWw/vEAQamEKVAIpG4XSN1OrnEAbTjLHQgBpwCLcBGAs/s1600/image023.png" /></a></div><br />On to the export which will load the metadata to the target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-radue3qCs0E/WiLe3C9X7aI/AAAAAAAAJW0/scV7oZSBztA0m8ZqZS7om3HZeOxO_2ovQCLcBGAs/s1600/image024.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="51" data-original-width="48" src="https://2.bp.blogspot.com/-radue3qCs0E/WiLe3C9X7aI/AAAAAAAAJW0/scV7oZSBztA0m8ZqZS7om3HZeOxO_2ovQCLcBGAs/s1600/image024.png" /></a></div><br />Next problem, the export failed.<br /><br />If any rejections occur in the load to the target application the process will fail, the valid records will still be loaded.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-DE8S1LXcseM/WiLe3VcD0BI/AAAAAAAAJW8/PwASYt_6-7Q74q-HB05FZlHKVaofbX5dwCLcBGAs/s1600/image025.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="117" data-original-width="689" src="https://1.bp.blogspot.com/-DE8S1LXcseM/WiLe3VcD0BI/AAAAAAAAJW8/PwASYt_6-7Q74q-HB05FZlHKVaofbX5dwCLcBGAs/s1600/image025.png" /></a></div><br />The process log contained the following information.<br /><br /><b class="yellow">Possible circular reference detected, aborting sort and continuing with Load.&nbsp; 76 possible circular reference records found.<br />com.hyperion.planning.InvalidMemberException: The member 0001 does not exist for the specified cube or you do not have access to it.<br />com.hyperion.planning.InvalidMemberException: The member 0002 does not exist for the specified cube or you do not have access to it.<br />……… and so on<br />Outline data store load process finished. 266 data records were read, 266 data records were processed, 194 were accepted for loading (verify actual load with Essbase log files), 72 were rejected.</b><br /><br />So for some reason a circular reference was found, this stopped the sorting of the records which subsequently meant records were rejected because parent members did not exist.<br /><br />I had a look at the file that Data Management produced and tried to load against the target application, the file was the same as my original source file except for the order.<br /><br />I tested loading the file that Data Management produced directly into the planning application using the import functionality and it failed with the same type of errors, I then loaded my original source file and it imported perfectly.<br /><br />It looks like the issue is down to a combination of the order of the members in the file that is being created by DM and that there are shared members involved.<br /><br />The account dimension that was built looks like:<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-7OLbRwreWNs/WiLe3pLJgfI/AAAAAAAAJW4/Up4PZMViAV0UYC1FwIz0XfmkklREHsh4ACLcBGAs/s1600/image026.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="324" data-original-width="570" src="https://2.bp.blogspot.com/-7OLbRwreWNs/WiLe3pLJgfI/AAAAAAAAJW4/Up4PZMViAV0UYC1FwIz0XfmkklREHsh4ACLcBGAs/s1600/image026.png" /></a></div><br />If I load the source file (not the one DM produces) directly to planning then it looks like:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-8NankRPEJLQ/WiLe4EIEu_I/AAAAAAAAJXA/u3saT3DH_DAUZ2Vt2WXQ8uzPvFlwq2FXgCLcBGAs/s1600/image027.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="546" data-original-width="567" src="https://2.bp.blogspot.com/-8NankRPEJLQ/WiLe4EIEu_I/AAAAAAAAJXA/u3saT3DH_DAUZ2Vt2WXQ8uzPvFlwq2FXgCLcBGAs/s1600/image027.png" /></a></div><br />Not only is there a problem with members being rejected, the order of the members is different.<br /><br />Basically what happens is Data Management executes the following SQL to produce the file that is then loaded to the application.<br /><br /><b class="yellow">DEBUG [AIF]: SELECT ACCOUNT,ENTITY,ICP,UD1,UD2,UD3,UD4,UD5,UD6,UD7,UD8</b><br /><b class="yellow">&nbsp;FROM AIF_HS_BALANCES</b><br /><b class="yellow">&nbsp;WHERE LOADID = 31</b><br /><b class="yellow">&nbsp;ORDER BY 2,1</b><br /><br />The order is defined by parent then member and in ascending order, so it looks like it doesn’t matter what order your source file is in, the target order will not match this and it doesn’t look like there is currently anyway to change this, this may not be an issue but something to be aware of.<br /><br />If you plan on loading formulas then you will probably hit issues if the length is over 80 characters, when the source file is loaded into the repository then be prepared for the following type of failure and error message:<br /><br /><b class="yellow">ERROR [AIF]: EPMFDM-140274:Message - ORA-12899: value too large for column "DRMQHJQKBLPQ"."TDATASEG_T"."UD2" (actual: 1173, maximum: 80)</b><br /><br />Using the import metadata feature in the planning application there is no problem loading large formulas.<br /><br />Also, if the formula is split over multiple lines in the source file:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-0-tqunTmYTk/WiL8jdKALpI/AAAAAAAAJYo/WG22_lQm970RpVxC5zoPvNt1CBbwPcMYgCLcBGAs/s1600/formula.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="103" data-original-width="654" src="https://4.bp.blogspot.com/-0-tqunTmYTk/WiL8jdKALpI/AAAAAAAAJYo/WG22_lQm970RpVxC5zoPvNt1CBbwPcMYgCLcBGAs/s1600/formula.png" /></a></div><br />If it is loaded directly through the import metadata feature in the planning application the formula will load successfully, if the same source file is loaded through Data Management the import will be split over multiple records and be completely messed up.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-shgL4d05wjM/WiL8je-wrqI/AAAAAAAAJYk/_dahW0nu4b4Bs4ZepqJ8npD4iCyG8FSogCLcBGAs/s1600/formulawb.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="311" data-original-width="697" height="284" src="https://3.bp.blogspot.com/-shgL4d05wjM/WiL8je-wrqI/AAAAAAAAJYk/_dahW0nu4b4Bs4ZepqJ8npD4iCyG8FSogCLcBGAs/s640/formulawb.png" width="640" /></a></div><br />My assumption is that to be able to load formulas the character will need to be under 80 and the formula be on a single row.<br /><br />Moving on to the entity dimension, I followed the same process and besides the null source value mapping issue the metadata loaded successfully.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-vKiRl-bgEcI/WiLe4jto2hI/AAAAAAAAJXE/nxf4ABynM10VITBS-WsJmCzisQnlnVG2wCLcBGAs/s1600/image028.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="224" data-original-width="633" src="https://2.bp.blogspot.com/-vKiRl-bgEcI/WiLe4jto2hI/AAAAAAAAJXE/nxf4ABynM10VITBS-WsJmCzisQnlnVG2wCLcBGAs/s1600/image028.png" /></a></div><br />This produced the following dimension hierarchy in the planning application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-53puOiLywTY/WiLe49d71_I/AAAAAAAAJXI/0YwvnKR-nesNsAfrqSUaTSJz9TO23KtiACLcBGAs/s1600/image029.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="251" data-original-width="381" src="https://2.bp.blogspot.com/-53puOiLywTY/WiLe49d71_I/AAAAAAAAJXI/0YwvnKR-nesNsAfrqSUaTSJz9TO23KtiACLcBGAs/s1600/image029.png" /></a></div><br />If I load the source file directly to planning then again you see there is a difference in the ordering.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-J1c6lLa76mo/WiLe5NvVZbI/AAAAAAAAJXM/gjVxy_gjfQ8L4uST5Bh3UpfEF3b-B4d1gCLcBGAs/s1600/image030.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="244" data-original-width="240" src="https://1.bp.blogspot.com/-J1c6lLa76mo/WiLe5NvVZbI/AAAAAAAAJXM/gjVxy_gjfQ8L4uST5Bh3UpfEF3b-B4d1gCLcBGAs/s1600/image030.png" /></a></div><br />Because of the way the metadata has been ordered it also caused an issue with shared members occurring before base members.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-jxxn1P4zINs/WiLe5jDOYsI/AAAAAAAAJXQ/cLyP7-Ga7B8R2k-T4yamoWg1aA4nn_2WQCLcBGAs/s1600/image031.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="168" data-original-width="207" src="https://4.bp.blogspot.com/-jxxn1P4zINs/WiLe5jDOYsI/AAAAAAAAJXQ/cLyP7-Ga7B8R2k-T4yamoWg1aA4nn_2WQCLcBGAs/s1600/image031.png" /></a></div><br />Now for a custom dimension which is my example is product, I started out with the following source file:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-jLVECuEFtyc/WiLe5rI9kPI/AAAAAAAAJXU/Vl8ZooYHwwgeNBnGpczwE6fpaq1esFeawCLcBGAs/s1600/image032.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="569" data-original-width="452" src="https://4.bp.blogspot.com/-jLVECuEFtyc/WiLe5rI9kPI/AAAAAAAAJXU/Vl8ZooYHwwgeNBnGpczwE6fpaq1esFeawCLcBGAs/s1600/image032.png" /></a></div><br />In my source file, I have some level 0 members which have no parent and the aim is to map these to a parent named “P_Unmapped”.<br /><br />Once again, the process is the same for setting up the integration, there is a slight difference with the target plan type name in the data load rule, the name will be automatically set as “CUSTOM”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-eFqF5MxJCRw/WiLe6BtXGpI/AAAAAAAAJXY/pA0E6VgFCE8Oizhn94lndrAOtKxewAt3gCLcBGAs/s1600/image033.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="394" data-original-width="826" height="305" src="https://1.bp.blogspot.com/-eFqF5MxJCRw/WiLe6BtXGpI/AAAAAAAAJXY/pA0E6VgFCE8Oizhn94lndrAOtKxewAt3gCLcBGAs/s640/image033.png" width="640" /></a></div><br />As this a custom dimension and there could be multiple, the target dimension name needs to be defined in the load rule target options.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-NQzWxVIT5H8/WiLe6eUmAVI/AAAAAAAAJXc/EnA72Fc3tMA88LBYzgF3CcAJm-oitOozACLcBGAs/s1600/image034.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="163" data-original-width="374" src="https://1.bp.blogspot.com/-NQzWxVIT5H8/WiLe6eUmAVI/AAAAAAAAJXc/EnA72Fc3tMA88LBYzgF3CcAJm-oitOozACLcBGAs/s1600/image034.png" /></a></div><br />I added a SQL mapping to map the null parent members and assign them to “P_Unmapped”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-EC8rdGsQiCk/WiLe6nG77-I/AAAAAAAAJXg/18osWA_6Tr0ld6HA4h_ka0OGPfpBJOWlQCLcBGAs/s1600/image035.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="217" data-original-width="643" src="https://3.bp.blogspot.com/-EC8rdGsQiCk/WiLe6nG77-I/AAAAAAAAJXg/18osWA_6Tr0ld6HA4h_ka0OGPfpBJOWlQCLcBGAs/s1600/image035.png" /></a></div><br />The null parent members were correctly mapped after importing the source file.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Txx9Y-LggWI/WiLe6yjLPwI/AAAAAAAAJXk/M-E-eX_Y3ZwIuvaEc5Ce9v99G7ozfJSCwCLcBGAs/s1600/image036.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="249" data-original-width="412" src="https://4.bp.blogspot.com/-Txx9Y-LggWI/WiLe6yjLPwI/AAAAAAAAJXk/M-E-eX_Y3ZwIuvaEc5Ce9v99G7ozfJSCwCLcBGAs/s1600/image036.png" /></a></div><br />The export was successful and the hierarchy was built as expected.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-yUHVoXgd4Uk/WiLe7PF-c7I/AAAAAAAAJXo/U_8D7ODakKET60T75k-BME3DtpdAd-9KgCLcBGAs/s1600/image037.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="326" data-original-width="308" src="https://2.bp.blogspot.com/-yUHVoXgd4Uk/WiLe7PF-c7I/AAAAAAAAJXo/U_8D7ODakKET60T75k-BME3DtpdAd-9KgCLcBGAs/s1600/image037.png" /></a></div><br />So how about Smart Lists, well the concept is the same and I started out with the following source file which contained the definition for one Smart List.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-AOma8bRAvbs/WiLe7b_CnzI/AAAAAAAAJXs/r_-9y6a1CgAPKDu5ZgT1oboFu0TMiChmQCLcBGAs/s1600/image038.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="200" data-original-width="586" src="https://2.bp.blogspot.com/-AOma8bRAvbs/WiLe7b_CnzI/AAAAAAAAJXs/r_-9y6a1CgAPKDu5ZgT1oboFu0TMiChmQCLcBGAs/s1600/image038.png" /></a></div><br />The file could have contained multiple Smart List definitions, I just went for one for demonstration purposes.<br /><br />The data load rule will have a default target plan type set as “SMARTLIST”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-HcYrTSnacCA/WiLe74nV8hI/AAAAAAAAJXw/UQVveehmS0c-3gTxtwHR9gln9UskbgePACLcBGAs/s1600/image039.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="410" data-original-width="731" height="358" src="https://4.bp.blogspot.com/-HcYrTSnacCA/WiLe74nV8hI/AAAAAAAAJXw/UQVveehmS0c-3gTxtwHR9gln9UskbgePACLcBGAs/s640/image039.png" width="640" /></a></div><br />There is no need to set the dimension name in the target options of the rule.<br /><br />Besides having to map the null source properties there were no other difference to mention.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-20gIYovy8_8/WiLe8BIwMYI/AAAAAAAAJX4/vQ--VTCJTgEEgaicpZRDZXvDiEl1CaSpACLcBGAs/s1600/image040.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="320" data-original-width="638" height="320" src="https://3.bp.blogspot.com/-20gIYovy8_8/WiLe8BIwMYI/AAAAAAAAJX4/vQ--VTCJTgEEgaicpZRDZXvDiEl1CaSpACLcBGAs/s640/image040.png" width="640" /></a></div><br />The Smart List was created in the planning application with valid entries.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-dYaxvHgdLIg/WiLe8R-aM5I/AAAAAAAAJX0/eLC6TUwmc18KLVTrdX03fd6wdOmJ3CZYgCLcBGAs/s1600/image041.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="278" data-original-width="684" src="https://3.bp.blogspot.com/-dYaxvHgdLIg/WiLe8R-aM5I/AAAAAAAAJX0/eLC6TUwmc18KLVTrdX03fd6wdOmJ3CZYgCLcBGAs/s1600/image041.png" /></a></div><br />If you want the display order to be by ID then it might be worth adding in the entry ID property to the target dimension settings and include in the source file, this way the order will be the way you want it.<br /><br />Finally, I want to briefly cover off deleting members, if you look the properties available in the dimension details of a target dimension application you will see there is a property called “Operation”.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-9WUS7qfX264/WiLe81DLBQI/AAAAAAAAJX8/JFgRqlgjqIApvZb9_rdoSibuXKOGoJVJQCLcBGAs/s1600/image042.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="153" data-original-width="543" src="https://4.bp.blogspot.com/-9WUS7qfX264/WiLe81DLBQI/AAAAAAAAJX8/JFgRqlgjqIApvZb9_rdoSibuXKOGoJVJQCLcBGAs/s1600/image042.png" /></a></div><br />This property controls whether the record being loaded performs an insert/update or delete, the possible values for this property are:<br /><ul style="text-align: left;"><li><b class="yellow">update</b></li><li><b class="yellow">delete level 0</b></li><li><b class="yellow">delete idescendants</b></li><li><b class="yellow">delete descendants</b></li></ul>Usually you would not pay attention to the operation property as if not specified the default is to update, if you want to delete members you can use one of the other values.<br /><br />The aim of this next example is use Data Management to delete descendants of “P_Unmapped” in the product dimension.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-BkTT_XKUnPk/WiLe9PIwYKI/AAAAAAAAJYA/fBVdviKfYKMV5HJr4mBZdGAy47HA4h4XgCLcBGAs/s1600/image043.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="215" data-original-width="122" src="https://3.bp.blogspot.com/-BkTT_XKUnPk/WiLe9PIwYKI/AAAAAAAAJYA/fBVdviKfYKMV5HJr4mBZdGAy47HA4h4XgCLcBGAs/s1600/image043.png" /></a></div><br />For some reason, the custom dimension does not include the operation property by default so I added a new property.<br /><br />So I wouldn’t affect my original product metadata load I added a new dimension with a prefix and enabled only the “Parent” and “Operation” properties.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-1lfieVuQeqc/WiLe9cNGDZI/AAAAAAAAJYE/vHdCeAQ-7jwsoOVWChcMCJ1Bb4zYTzvyQCLcBGAs/s1600/image044.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="197" data-original-width="816" height="154" src="https://3.bp.blogspot.com/-1lfieVuQeqc/WiLe9cNGDZI/AAAAAAAAJYE/vHdCeAQ-7jwsoOVWChcMCJ1Bb4zYTzvyQCLcBGAs/s640/image044.png" width="640" /></a></div><br />The source file contains the member and the operation to delete descendants.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-LCsj1lrGjzc/WiLe9nmwRBI/AAAAAAAAJYI/suomroPRGkE9hQNq_Rrk3CVD6rSv3Nw3gCLcBGAs/s1600/image045.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="64" data-original-width="251" src="https://4.bp.blogspot.com/-LCsj1lrGjzc/WiLe9nmwRBI/AAAAAAAAJYI/suomroPRGkE9hQNq_Rrk3CVD6rSv3Nw3gCLcBGAs/s1600/image045.png" /></a></div><br />The remaining steps to set up are the same so there is no need to go through them again, the full process was successful.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-kG4euyBs984/WiLe-OdjFAI/AAAAAAAAJYM/bBqiD1HB-Ss4iOlMABltb_KR-A2YREALACLcBGAs/s1600/image046.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="187" data-original-width="624" height="190" src="https://1.bp.blogspot.com/-kG4euyBs984/WiLe-OdjFAI/AAAAAAAAJYM/bBqiD1HB-Ss4iOlMABltb_KR-A2YREALACLcBGAs/s640/image046.png" width="640" /></a></div><br />In the target application, the descendants of “P_Unmapped” were deleted.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-QmRg6yfdFtI/WiLe-b48--I/AAAAAAAAJYQ/EC4qvCexczMDfS54eil3vYqiRAV02TrzgCLcBGAs/s1600/image047.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="252" data-original-width="134" src="https://1.bp.blogspot.com/-QmRg6yfdFtI/WiLe-b48--I/AAAAAAAAJYQ/EC4qvCexczMDfS54eil3vYqiRAV02TrzgCLcBGAs/s1600/image047.png" /></a></div><br />In terms of automation the same applies as loading data, the rules could be scheduled in Data Management, if you want multiple rules to be run they can be added to a batch.<br /><br />The <b><a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-126-0D810C2B">uploading </a></b>of the source file, <b><a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-121-DE32231D">running </a></b>the rule or <b><a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-123-2D8BAD91">batch </a></b>can be carried out using EPM Automate, alternatively the <b><a href="http://john-goodwin.blogspot.co.uk/2016/12/fdmee-and-rest-is-up-to-you-part-1.html">REST API</a></b> can achieve the same results.<br /><br />Well that concludes my first look into loading metadata through Data Management, I know I have experienced some issues with the functionality but that could be because it is so new and I have not had the time to investigate, if anything changes or is factually incorrect I will update this post.<br /><div><br /></div></div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-2944006947914015509 Sat Dec 02 2017 14:51:00 GMT-0500 (EST) PBCS and EPBCS Updates (December 2017): Support Removed for Workspace, Using Firefox with Smart View, and More @usanalytics https://www.us-analytics.com/hyperionblog/pbcs-and-epbcs-2017-december-updates <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/pbcs-and-epbcs-2017-december-updates" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/PBCS%20and%20EPBCS%20December%20update.jpg?t=1512966730140" alt="PBCS and EPBCS December update.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for Oracle's<span>&nbsp;</span><a href="https://www.us-analytics.com/hyperionblog/pbcs-vs-epbcs-comparing-oracle-cloud-planning-applications">Planning &amp; Budgeting Cloud Service (PBCS) and Enterprise Planning and Budgeting Cloud Service (EPBCS)</a><span>&nbsp;are here.&nbsp;</span>This blog post outlines several new features for both applications, enhancements, removal of support, and fixed defects.</p> <p><em>The monthly update for PBCS and EPBCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fpbcs-and-epbcs-2017-december-updates&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/pbcs-and-epbcs-2017-december-updates Fri Dec 01 2017 14:23:00 GMT-0500 (EST) PBCS and EPBCS Updates (December 2017): Support Removed for Workspace, Using Firefox with Smart View, and More https://www.us-analytics.com/hyperionblog/pbcs-and-epbcs-2017-december-updates <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/pbcs-and-epbcs-2017-december-updates" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/PBCS%20and%20EPBCS%20December%20update.jpg?t=1512966730140" alt="PBCS and EPBCS December update.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for Oracle's<span>&nbsp;</span><a href="https://www.us-analytics.com/hyperionblog/pbcs-vs-epbcs-comparing-oracle-cloud-planning-applications">Planning &amp; Budgeting Cloud Service (PBCS) and Enterprise Planning and Budgeting Cloud Service (EPBCS)</a><span>&nbsp;are here.&nbsp;</span>This blog post outlines several new features for both applications, enhancements, removal of support, and fixed defects.</p> <p><em>The monthly update for PBCS and EPBCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fpbcs-and-epbcs-2017-december-updates&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/pbcs-and-epbcs-2017-december-updates Fri Dec 01 2017 14:23:00 GMT-0500 (EST) FCCS Updates (December 2017): Advanced Consolidation Features, New Custom Functions, and More @usanalytics https://www.us-analytics.com/hyperionblog/fccs-updates-december-2017 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/fccs-updates-december-2017" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/FCCS%20december%20update.jpg?t=1512966730140" alt="FCCS december update.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for <a href="https://www.us-analytics.com/hyperionblog/faq-oracle-financial-consolidation-and-close-cloud-service-fccs">Oracle's<span>&nbsp;Financial Consolidation and Close Cloud Service</span>&nbsp;(FCCS)</a><span> are here</span><a href="https://www.us-analytics.com/hyperionblog/pbcs-vs-epbcs-comparing-oracle-cloud-planning-applications">.</a><span>&nbsp;</span>This blog post outlines an array of new features, fixed defects, considerations, and more.</p> <p><em>The monthly update for FCCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Ffccs-updates-december-2017&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/fccs-updates-december-2017 Fri Dec 01 2017 13:40:00 GMT-0500 (EST) FCCS Updates (December 2017): Advanced Consolidation Features, New Custom Functions, and More https://www.us-analytics.com/hyperionblog/fccs-updates-december-2017 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/fccs-updates-december-2017" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/FCCS%20december%20update.jpg?t=1512966730140" alt="FCCS december update.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for <a href="https://www.us-analytics.com/hyperionblog/faq-oracle-financial-consolidation-and-close-cloud-service-fccs">Oracle's<span>&nbsp;Financial Consolidation and Close Cloud Service</span>&nbsp;(FCCS)</a><span> are here</span><a href="https://www.us-analytics.com/hyperionblog/pbcs-vs-epbcs-comparing-oracle-cloud-planning-applications">.</a><span>&nbsp;</span>This blog post outlines an array of new features, fixed defects, considerations, and more.</p> <p><em>The monthly update for FCCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Ffccs-updates-december-2017&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/fccs-updates-december-2017 Fri Dec 01 2017 13:40:00 GMT-0500 (EST) EPRCS Updates (December 2017): Considerations for Management Reporting, Report Packages, and More @usanalytics https://www.us-analytics.com/hyperionblog/eprcs-updates-december-2017 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/eprcs-updates-december-2017" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/EPRCS%20december%20update.jpg?t=1512966730140" alt="EPRCS Updates (December 2017): Considerations for Management Reporting, Report Packages, and More" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for <a href="https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud">Oracle Enterprise Performance Reporting Cloud Service (EPRCS)</a><span>&nbsp;are here</span><a href="https://www.us-analytics.com/hyperionblog/pbcs-vs-epbcs-comparing-oracle-cloud-planning-applications">.</a><span>&nbsp;</span>This blog post outlines new features, fixed defects, and considerations.</p> <p><em>The monthly update for EPRCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Feprcs-updates-december-2017&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/eprcs-updates-december-2017 Fri Dec 01 2017 12:49:00 GMT-0500 (EST) EPRCS Updates (December 2017): Considerations for Management Reporting, Report Packages, and More https://www.us-analytics.com/hyperionblog/eprcs-updates-december-2017 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/eprcs-updates-december-2017" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/EPRCS%20december%20update.jpg?t=1512966730140" alt="EPRCS Updates (December 2017): Considerations for Management Reporting, Report Packages, and More" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for <a href="https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud">Oracle Enterprise Performance Reporting Cloud Service (EPRCS)</a><span>&nbsp;are here</span><a href="https://www.us-analytics.com/hyperionblog/pbcs-vs-epbcs-comparing-oracle-cloud-planning-applications">.</a><span>&nbsp;</span>This blog post outlines new features, fixed defects, and considerations.</p> <p><em>The monthly update for EPRCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Feprcs-updates-december-2017&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/eprcs-updates-december-2017 Fri Dec 01 2017 12:49:00 GMT-0500 (EST) ARCS Updates (December 2017): On-Prem to Cloud Migration, Removal of Support, and More @usanalytics https://www.us-analytics.com/hyperionblog/arcs-product-update-december-2017 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/arcs-product-update-december-2017" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/ARCS%20december%20update.jpg?t=1512966730140" alt="ARCS december update.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for Oracle's<span>&nbsp;</span><a href="https://www.us-analytics.com/hyperionblog/faq-account-reconciliation-cloud-service-arcs">Account Reconciliation Cloud Service (ARCS</a>) are here. In this blog post, we’ll outline new guidelines for on-prem to cloud migration, fixed defects, and considerations.</p> <p>We’ll let you know any time there are updates to ARCS or any other Oracle EPM cloud products. Check the&nbsp;<a href="https://www.us-analytics.com/hyperionblog">US-Analytics Oracle EPM &amp; BI Blog</a><span>&nbsp;</span>every month.</p> <p><em>The monthly update for Oracle ARCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3 style="text-align: center;"></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Farcs-product-update-december-2017&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/arcs-product-update-december-2017 Fri Dec 01 2017 11:36:00 GMT-0500 (EST) ARCS Updates (December 2017): On-Prem to Cloud Migration, Removal of Support, and More https://www.us-analytics.com/hyperionblog/arcs-product-update-december-2017 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/arcs-product-update-december-2017" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/ARCS%20december%20update.jpg?t=1512966730140" alt="ARCS december update.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The December updates for Oracle's<span>&nbsp;</span><a href="https://www.us-analytics.com/hyperionblog/faq-account-reconciliation-cloud-service-arcs">Account Reconciliation Cloud Service (ARCS</a>) are here. In this blog post, we’ll outline new guidelines for on-prem to cloud migration, fixed defects, and considerations.</p> <p>We’ll let you know any time there are updates to ARCS or any other Oracle EPM cloud products. Check the&nbsp;<a href="https://www.us-analytics.com/hyperionblog">US-Analytics Oracle EPM &amp; BI Blog</a><span>&nbsp;</span>every month.</p> <p><em>The monthly update for Oracle ARCS will occur on Friday, December 15 during your normal daily maintenance window.</em></p> <h3 style="text-align: center;"></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Farcs-product-update-december-2017&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/arcs-product-update-december-2017 Fri Dec 01 2017 11:36:00 GMT-0500 (EST) Configuring Drillbridge with Financial Reporting Web Studio http://www.jasonwjones.com/2017/12/configuring-drillbridge-with-financial-reporting-web-studio/ Drillbridge works perfectly with Financial Reporting Web Studio – the successor to the desktop-based version of Financial Reporting (also commonly called HFR, FR). FR was stuck with a very archaic client (let&#8217;s just say it&#8217;s from around the Clinton administration), but it has revamped for the future, with a completely web-based interface now. In retrospect, [&#8230;] jason http://www.jasonwjones.com/?p=2029 Fri Dec 01 2017 09:05:27 GMT-0500 (EST) Configuring Drillbridge with Financial Reporting Web Studio @jwj @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.jasonwjones.com/2017/12/configuring-drillbridge-with-financial-reporting-web-studio/ Drillbridge works perfectly with Financial Reporting Web Studio – the successor to the desktop-based version of Financial Reporting (also commonly called HFR, FR). FR was stuck with a very archaic client (let&#8217;s just say it&#8217;s from around the Clinton administration), but it has revamped for the future, with a completely web-based interface now. In retrospect, [&#8230;] jason http://www.jasonwjones.com/?p=2029 Fri Dec 01 2017 09:05:27 GMT-0500 (EST) FCCS - First Look at Advanced Consolidations http://ericerikson.blogspot.com/2017/11/fccs-first-look-at-advanced.html <div dir="ltr" style="text-align: left;" trbidi="on">The December 2017 update to FCCS will include advanced consolidation, meaning support for multiple types of ownership in the entity hierarchy. This is a first look at the function. For users of HFM and Enterprise, this will look very familiar.<br /><br />First, when the update rolls out, it has to be enabled in Enable Features. This can be done without rebuilding the application.<br /><br />There are two main screens that show the feature. The first is Manage Ownerships.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-gciMetm0dX8/WiAUWYEUnaI/AAAAAAAAAgQ/Dbp_k7MzBxIOsV_0ilRYB4-5sT2wbSDPQCLcBGAs/s1600/manage1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="685" data-original-width="1600" height="273" src="https://1.bp.blogspot.com/-gciMetm0dX8/WiAUWYEUnaI/AAAAAAAAAgQ/Dbp_k7MzBxIOsV_0ilRYB4-5sT2wbSDPQCLcBGAs/s640/manage1.png" width="640" /></a></div><br />First, use the point of view to select the entity hierarchy, scenario, year, and period. Then you can adjust the ownership percentage, control (yes/no), and consolidation method (more on this below). This does allow organization by period (where an entity may roll into a parent one period but not the next).<br /><br />The next relevant screen is Manage Methods (selected from the Actions dropdown above). Methods define different types of consolidations.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-MmbzgJnWxEA/WiAU4ci25dI/AAAAAAAAAgY/Z2G7vsmeAnEDysdKxZ_dupXP5dxGUUeCwCLcBGAs/s1600/manage2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="472" data-original-width="1600" height="188" src="https://3.bp.blogspot.com/-MmbzgJnWxEA/WiAU4ci25dI/AAAAAAAAAgY/Z2G7vsmeAnEDysdKxZ_dupXP5dxGUUeCwCLcBGAs/s640/manage2.png" width="640" /></a></div><br /><br />For each method, ownership ranges can be assigned to determine when a method should be assigned to a relationship. The methods can also be selected manually in the Manage Ownership screen above.<br /><br />The calculations, target accounts, etc. for each method are seeded, meaning not changeable. This is expected to change soon, where customers can configure what happens.<br /><br /><br />Looks solid!<br /><br /><br /><br /></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-763561151265137369 Thu Nov 30 2017 13:13:00 GMT-0500 (EST) FCCS - First Look at Advanced Consolidations @ericerikson @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://ericerikson.blogspot.com/2017/11/fccs-first-look-at-advanced.html <div dir="ltr" style="text-align: left;" trbidi="on">The December 2017 update to FCCS will include advanced consolidation, meaning support for multiple types of ownership in the entity hierarchy. This is a first look at the function. For users of HFM and Enterprise, this will look very familiar.<br /><br />First, when the update rolls out, it has to be enabled in Enable Features. This can be done without rebuilding the application.<br /><br />There are two main screens that show the feature. The first is Manage Ownerships.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-gciMetm0dX8/WiAUWYEUnaI/AAAAAAAAAgQ/Dbp_k7MzBxIOsV_0ilRYB4-5sT2wbSDPQCLcBGAs/s1600/manage1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="685" data-original-width="1600" height="273" src="https://1.bp.blogspot.com/-gciMetm0dX8/WiAUWYEUnaI/AAAAAAAAAgQ/Dbp_k7MzBxIOsV_0ilRYB4-5sT2wbSDPQCLcBGAs/s640/manage1.png" width="640" /></a></div><br />First, use the point of view to select the entity hierarchy, scenario, year, and period. Then you can adjust the ownership percentage, control (yes/no), and consolidation method (more on this below). This does allow organization by period (where an entity may roll into a parent one period but not the next).<br /><br />The next relevant screen is Manage Methods (selected from the Actions dropdown above). Methods define different types of consolidations.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-MmbzgJnWxEA/WiAU4ci25dI/AAAAAAAAAgY/Z2G7vsmeAnEDysdKxZ_dupXP5dxGUUeCwCLcBGAs/s1600/manage2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="472" data-original-width="1600" height="188" src="https://3.bp.blogspot.com/-MmbzgJnWxEA/WiAU4ci25dI/AAAAAAAAAgY/Z2G7vsmeAnEDysdKxZ_dupXP5dxGUUeCwCLcBGAs/s640/manage2.png" width="640" /></a></div><br /><br />For each method, ownership ranges can be assigned to determine when a method should be assigned to a relationship. The methods can also be selected manually in the Manage Ownership screen above.<br /><br />The calculations, target accounts, etc. for each method are seeded, meaning not changeable. This is expected to change soon, where customers can configure what happens.<br /><br /><br />Looks solid!<br /><br /><br /><br /></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-763561151265137369 Thu Nov 30 2017 13:13:00 GMT-0500 (EST) Upcoming December Webinars http://www.odtug.com/p/bl/et/blogaid=753&source=1 ODTUG's Online Education: Is there a topic you would like covered but do not see here? We are happy to take webinar suggestions. Email us at kgately@odtug.com. ODTUG http://www.odtug.com/p/bl/et/blogaid=753&source=1 Thu Nov 30 2017 12:19:10 GMT-0500 (EST) Upcoming December Webinars @odtug @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.odtug.com/p/bl/et/blogaid=753&source=1 ODTUG's Online Education: Is there a topic you would like covered but do not see here? We are happy to take webinar suggestions. Email us at kgately@odtug.com. ODTUG http://www.odtug.com/p/bl/et/blogaid=753&source=1 Thu Nov 30 2017 12:19:10 GMT-0500 (EST) FDMEE/Data Management – common questions part 2 http://john-goodwin.blogspot.com/2017/11/fdmeedata-management-common-questions_30.html <div dir="ltr" style="text-align: left;" trbidi="on">Moving on to the second part where I am going to cover a few of the common questions and misunderstanding around the different load methods in FDMEE/Data Management, mainly concentrating on the “All data types” method.<br /><br />The different load methods can be defined at application or data load rule level, for EPM cloud the methods currently available are:<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-260LHqmPSas/Wh5s0QI1JGI/AAAAAAAAJR8/qrCtAe0CwaIEhyy29KQ6ZDKkhlX8GwJIgCLcBGAs/s1600/image001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="115" data-original-width="261" src="https://1.bp.blogspot.com/-260LHqmPSas/Wh5s0QI1JGI/AAAAAAAAJR8/qrCtAe0CwaIEhyy29KQ6ZDKkhlX8GwJIgCLcBGAs/s1600/image001.png" /></a></div><br />Unless you have a specific requirement to load non-numeric data it is best to just stick with the “Numeric Data Only” method, though I have seen numerous posts in the Oracle forums where numeric data was being loaded but one of the all data type methods had been selected, this can cause problems due to the way the all data loads operate which I will get on to later.<br /><br />If you are not aware, the numeric data only method loads data behind the scenes using an Essbase data load rule, for the cloud a file is created during the export stage, an Essbase load rule is created and the data is loaded using the file and rule.<br /><br />The all data type method uses the outline load utility which you may be familiar with if you have been involved with on-premise planning, data is loaded directly through the planning layer instead of Essbase which allows non-numeric data to be loaded.<br /><br />I have already covered in detail in previous blog posts the different all data type load methods, the “All data types with auto-increment of line item” used to be named “All data types in Planning File Format” and changed name without warning, this is the cloud remember.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-De5v92XMfgc/Wh5s0fsRh8I/AAAAAAAAJR0/KT-xdfgGSL8xaNFgW2FD3LjILg2rVXxDgCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="104" data-original-width="514" src="https://2.bp.blogspot.com/-De5v92XMfgc/Wh5s0fsRh8I/AAAAAAAAJR0/KT-xdfgGSL8xaNFgW2FD3LjILg2rVXxDgCLcBGAs/s1600/image002.png" /></a></div><br />You can read the two posts I put together about this method&nbsp;<b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_21.html">here </a></b>and <b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_26.html">here</a></b>, the posts were put together when the old naming convention was still in use, this should not be a problem as the functionality is exactly the same, just the name changed.<br /><br />I also put together a post around loading non-numeric data with the “All data types with security” which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2016/07/loading-non-numeric-data-to-planning.html">here</a></b>.<br /><br />To complicate matters further when loading data using this method as a non-administrator then the user’s security is enforced and a REST API comes into play instead of the OLU, luckily I put together three posts which try to explain how the security operates with cloud and on-premise for both Planning and Essbase, to start to understand the security mystery then go <b><a href="http://john-goodwin.blogspot.co.uk/2017/03/fdmee-diving-into-essbase-and-planning.html">here</a></b>.<br /><br />If you compare the load options currently available in on-premise FDMEE to the cloud then you will see they differ.<br /><div><br />Before 11.1.2.4.220<br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Cp2WZpmAhjk/Wh5s0dzPUKI/AAAAAAAAJR4/lBy_sn1uY3A4Sn1eP4BSBcmCxmTV21CGgCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="109" data-original-width="159" src="https://1.bp.blogspot.com/-Cp2WZpmAhjk/Wh5s0dzPUKI/AAAAAAAAJR4/lBy_sn1uY3A4Sn1eP4BSBcmCxmTV21CGgCLcBGAs/s1600/image003.png" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div>From 11.1.2.4.220<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-LoU4-eMjCNw/Wi5kYOIFtQI/AAAAAAAAJY8/dZYhSlOpVUINfWTckYsfYAZ4M4lF1pX4ACLcBGAs/s1600/220.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="130" data-original-width="238" src="https://2.bp.blogspot.com/-LoU4-eMjCNw/Wi5kYOIFtQI/AAAAAAAAJY8/dZYhSlOpVUINfWTckYsfYAZ4M4lF1pX4ACLcBGAs/s1600/220.PNG" /></a></div><br />The numeric loads can be defined to load data using either a file based Essbase data load rule which is the same as the cloud, alternatively you select to load using an Essbase SQL based load rule which will load the data directly from the FDMEE database repository.<br /><br />There are two available all data type load methods like the cloud except the security option is not available.<br /><br />Back to EPM cloud, there are a few strange functionality quirks when selecting one of the all data type load methods, these may well be bugs and will go away over time but at the moment some of the things to watch are for are.<br /><br />If you set one of the all data type load methods at target application level:<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-f5WBE6Twh6I/Wh5s1QMCzrI/AAAAAAAAJSA/4FDJuY_MxAYnPhnZF3VgpMj-6mmGMT1pwCLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="147" data-original-width="464" src="https://4.bp.blogspot.com/-f5WBE6Twh6I/Wh5s1QMCzrI/AAAAAAAAJSA/4FDJuY_MxAYnPhnZF3VgpMj-6mmGMT1pwCLcBGAs/s1600/image004.png" /></a></div><br />When you create a load rule, the rule will default to an all data type method and there is no option to override with “Numeric Data Only”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-XpEWSUvfiAc/Wh5s1x41WtI/AAAAAAAAJSE/wOap9p78ASk3P1_CsBGijLFjGEwuXvMwgCLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="111" data-original-width="710" src="https://4.bp.blogspot.com/-XpEWSUvfiAc/Wh5s1x41WtI/AAAAAAAAJSE/wOap9p78ASk3P1_CsBGijLFjGEwuXvMwgCLcBGAs/s1600/image005.png" /></a></div><br />So best to keep the target application load method to the default value of “Numeric Data Only” as this way it is possible to select any of the methods when defining a load rule.<br /><br />Another strange one is if you have a load rule set to a load method of “Numeric Data Only”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-dxN9Xan_8XU/Wh5s2B0eVEI/AAAAAAAAJSI/NRlXhzPwuD4rz01N4T0eCOMoYUvmYRahwCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="94" data-original-width="430" src="https://1.bp.blogspot.com/-dxN9Xan_8XU/Wh5s2B0eVEI/AAAAAAAAJSI/NRlXhzPwuD4rz01N4T0eCOMoYUvmYRahwCLcBGAs/s1600/image006.png" /></a></div><br />Then change to one of the all data type methods.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-aml_tBPSjwI/Wh5s2cRn4cI/AAAAAAAAJSM/NZBlqUVIQLsDRot9pLeQ8cFWCSmo6Yu1gCLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="97" data-original-width="464" src="https://1.bp.blogspot.com/-aml_tBPSjwI/Wh5s2cRn4cI/AAAAAAAAJSM/NZBlqUVIQLsDRot9pLeQ8cFWCSmo6Yu1gCLcBGAs/s1600/image007.png" /></a></div><br />It is not possible to switch it back to numeric data only, the only values available are the all data type load methods.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-h_1VNB49bGw/Wh5s-bpJMyI/AAAAAAAAJTU/tfDJqHgeeY4uDJOERxgEG0oRzktK4ftZQCLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="98" data-original-width="325" src="https://3.bp.blogspot.com/-h_1VNB49bGw/Wh5s-bpJMyI/AAAAAAAAJTU/tfDJqHgeeY4uDJOERxgEG0oRzktK4ftZQCLcBGAs/s1600/image008.png" /></a></div><br />If you try and enter “Numeric Data Only” manually and save then you get hit with an error.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-_lrsSxzaeKo/Wh5s3CMrqEI/AAAAAAAAJSQ/gqGKbFdW9JkwJPelIJ7Bzwcv2mHMXxdkACLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="92" data-original-width="503" src="https://1.bp.blogspot.com/-_lrsSxzaeKo/Wh5s3CMrqEI/AAAAAAAAJSQ/gqGKbFdW9JkwJPelIJ7Bzwcv2mHMXxdkACLcBGAs/s1600/image009.png" /></a></div><br />If you try and use migration to import the rules back in it doesn’t seem to overwrite the property, yes you can delete the rule and recreate but remember if you try and delete the rule and data has already been loaded, then the data could be deleted.<br /><br />I do consider them to be bugs and if they are ever addressed and fixed I will update this post.<br /><br />Right, on to an issue that I have seen raised a few times which is usually down to load method selected:<br /><br /><b class="yellow">“I am selecting the export method of “Add Data” but the data is being replaced in the target application”</b><br /><br />To understand the problem, I think it is worth going through some examples of how the functionality works between numeric and all data type load methods.<br /><br />To start with let us take a numeric type load with a simple source file that contains one row of data.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-0qC3WbvGGNk/Wh5s3axOxlI/AAAAAAAAJSU/m4OdKUTKihw1jMdZN6Bx_faZYth_2qiygCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="216" src="https://1.bp.blogspot.com/-0qC3WbvGGNk/Wh5s3axOxlI/AAAAAAAAJSU/m4OdKUTKihw1jMdZN6Bx_faZYth_2qiygCLcBGAs/s1600/image010.png" /></a></div><br />The import format was set to type “Delimited – Numeric Data” and the rule load method defined as “Numeric Data Only”.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-icDr2uY5UZU/Wh5s35wK3EI/AAAAAAAAJSY/Mc-3VHFVkG8SWqZFvdYGGNXBxn7WVP6lwCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="96" data-original-width="418" src="https://1.bp.blogspot.com/-icDr2uY5UZU/Wh5s35wK3EI/AAAAAAAAJSY/Mc-3VHFVkG8SWqZFvdYGGNXBxn7WVP6lwCLcBGAs/s1600/image011.png" /></a></div><br />The data was into imported and validated in the workbench.<br /><br />To load the data to the target application there are four export modes available.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-hW6GhprIOgo/Wh5s4at2P9I/AAAAAAAAJSc/yW15o0quRpYYo46XlZZLKAFXa0BfsGEqACLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="156" data-original-width="319" src="https://4.bp.blogspot.com/-hW6GhprIOgo/Wh5s4at2P9I/AAAAAAAAJSc/yW15o0quRpYYo46XlZZLKAFXa0BfsGEqACLcBGAs/s1600/image012.png" /></a></div><br />The documentation provides a clear definition of what these options do, what it doesn’t mention is that these relate to the numeric data only load method.<br /><b><br /></b><b class="yellow">Store Data</b><b> — Inserts the value from the source or file into the target application, replacing any value that currently exists.</b><br /><b><br /></b><b class="yellow">Replace Data</b><b> — Clears all data for the POV in the target, and then loads from the source or file. For example, when you have a year of data in your Planning application but are only loading a single month, this option clears the entire year before performing the load.</b><br /><b><br /></b><b class="yellow">Add Data</b><b> — Adds the value from the source or file to the value in the target application. For example, when you have 100 in the source, and 200 in the target, then the result is 300.</b><br /><b><br /></b><b class="yellow">Subtract Data</b><b> — Subtracts the value in the source or file from the value in the target application. For example, when you have 300 in the target, and 100 in the source, then the result is 200.</b><br /><br />Before loading the data, I created a form to match the POV and entered a value.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-if9c90WuSvk/Wh5s4118LhI/AAAAAAAAJSg/1F2y5LVnvJATUsmb0Efi3wC81l8Dk7JoQCLcBGAs/s1600/image013.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="165" data-original-width="395" src="https://2.bp.blogspot.com/-if9c90WuSvk/Wh5s4118LhI/AAAAAAAAJSg/1F2y5LVnvJATUsmb0Efi3wC81l8Dk7JoQCLcBGAs/s1600/image013.png" /></a></div><br />The data was then loaded and the export mode selected was “Add Data”<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-n9262ZhDYac/Wh5s5bfFiYI/AAAAAAAAJSk/EB2TaI9jkA8mKWFVLqCCsxKADJ2wfkQowCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="213" data-original-width="980" height="139" src="https://1.bp.blogspot.com/-n9262ZhDYac/Wh5s5bfFiYI/AAAAAAAAJSk/EB2TaI9jkA8mKWFVLqCCsxKADJ2wfkQowCLcBGAs/s640/image014.png" width="640" /></a></div><br />As you would expect the data value loaded was added to the existing data.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-GWa7aYF5d3k/Wh5s5jrYiWI/AAAAAAAAJSo/jvwQOX7jR4UCjMhVt3ch1VQ02bsjIHL0wCLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="162" data-original-width="292" src="https://4.bp.blogspot.com/-GWa7aYF5d3k/Wh5s5jrYiWI/AAAAAAAAJSo/jvwQOX7jR4UCjMhVt3ch1VQ02bsjIHL0wCLcBGAs/s1600/image015.png" /></a></div><br />In the process logs you can see that an export file and Essbase data load rule are created.<br /><br /><b>INFO&nbsp; [AIF]: Creating data file: /u03/inbox/outbox/Vision_1448.dat</b><br /><b>INFO&nbsp; [AIF]: Data file creation completed: 1</b><br /><b class="yellow">DEBUG [AIF]: Created rule file: AIF0286</b><br /><b>INFO&nbsp; [AIF]: Saved rule file to essbase server</b><br /><br />The data is then loaded directly to Essbase using the data file and load rule.<br /><br />If you have worked with Essbase you will know that export mode options for replace, add and subtract match to those that can be set in an Essbase load data load rule.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-iAIF5G7qHAA/Wh5s6A8f1nI/AAAAAAAAJSs/ODE3oAjImIwXX1d_jPZFDvBlU4zrxb8WACLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="182" data-original-width="327" src="https://1.bp.blogspot.com/-iAIF5G7qHAA/Wh5s6A8f1nI/AAAAAAAAJSs/ODE3oAjImIwXX1d_jPZFDvBlU4zrxb8WACLcBGAs/s1600/image016.png" /></a></div><br />If I run an export again and change the mode to “Store Data”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-bGJjPf1cI34/Wh5s6mBZ3yI/AAAAAAAAJSw/6vHqRdYYjgE5F1Y4bR7ndv2tLAtA4-rRACLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="140" data-original-width="325" src="https://4.bp.blogspot.com/-bGJjPf1cI34/Wh5s6mBZ3yI/AAAAAAAAJSw/6vHqRdYYjgE5F1Y4bR7ndv2tLAtA4-rRACLcBGAs/s1600/image017.png" /></a></div><br />This time the data in the target application will be replaced with that from the data load.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Wk2uUYV3Zp0/Wh5s7ELZ4II/AAAAAAAAJS0/jg1PiDiyXGw5OSyiiAPnTrEafwR1Ght0wCLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="162" data-original-width="242" src="https://4.bp.blogspot.com/-Wk2uUYV3Zp0/Wh5s7ELZ4II/AAAAAAAAJS0/jg1PiDiyXGw5OSyiiAPnTrEafwR1Ght0wCLcBGAs/s1600/image018.png" /></a></div><br />All makes perfect sense, so now let us switch over to an all a data type load, the import format was updated to a type of “Delimited – All Data Type” and the load method in the rule set to “All data types with security”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-krO611zhsC0/Wh5s7XpzmbI/AAAAAAAAJS4/JtuNz0Ocbk0EQRlMHTeOXYVO8fRLUOzhgCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="93" data-original-width="462" src="https://4.bp.blogspot.com/-krO611zhsC0/Wh5s7XpzmbI/AAAAAAAAJS4/JtuNz0Ocbk0EQRlMHTeOXYVO8fRLUOzhgCLcBGAs/s1600/image019.png" /></a></div><br />The data value in the target application was set back to 500.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-3DPdl8P7t1U/Wh5s7hGvL7I/AAAAAAAAJS8/tu2HTuMvlG4OeTz4sL_vhPnuBkCJhyeuACLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="162" data-original-width="241" src="https://2.bp.blogspot.com/-3DPdl8P7t1U/Wh5s7hGvL7I/AAAAAAAAJS8/tu2HTuMvlG4OeTz4sL_vhPnuBkCJhyeuACLcBGAs/s1600/image020.png" /></a></div><br />The data is reloaded into the workbench and the export mode set to “Add Data”, this is done with an administrator account which means the load should be carried out by the OLU.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-vUs4UorbobI/Wh5s8ZE7joI/AAAAAAAAJTA/NxLKhc-Cl4Uip4VX_Qebr8zUkpo-hZ5TwCLcBGAs/s1600/image021.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="209" data-original-width="986" height="134" src="https://3.bp.blogspot.com/-vUs4UorbobI/Wh5s8ZE7joI/AAAAAAAAJTA/NxLKhc-Cl4Uip4VX_Qebr8zUkpo-hZ5TwCLcBGAs/s640/image021.png" width="640" /></a></div><br />The process logs highlight the load method is now using the outline load utility (OLU).<br /><br /><b class="yellow">DEBUG [AIF]: Overrode info.loadMethod for the admin user: OLU</b><br /><br />Outline data store load process finished. 1 data record was read, 2 data records were processed, 2 were accepted for loading (verify actual load with Essbase log files), 0 were rejected.<br /><br />Reloading the planning form shows that the data has been replaced instead of added to.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-z2tx2xjGB8A/Wh5s8vHuUBI/AAAAAAAAJTE/iyvA8IhvGqIWxqFJ_gVnkQP_Bt-dXCaJwCLcBGAs/s1600/image022.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="166" data-original-width="249" src="https://4.bp.blogspot.com/-z2tx2xjGB8A/Wh5s8vHuUBI/AAAAAAAAJTE/iyvA8IhvGqIWxqFJ_gVnkQP_Bt-dXCaJwCLcBGAs/s1600/image022.png" /></a></div><br />The reason for this is that is the way the OLU operates and to be honest the all data type is really aimed at loading non-numeric data such as text, dates or smart lists, if you think about it, it just wouldn’t make sense trying to add non-numeric data.<br /><br />How about if the process is repeated but this time with a non-administrator account, this should mean the REST API will be the method for loading the data (currently only EPM cloud supports this).<br /><br />Run the export again with export mode set to “Add Data”.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-QrCtARnyAXg/Wh5s9e-wVhI/AAAAAAAAJTM/u-AofuWzmVEMddWZCkS6G6U1dLg_K9gkgCLcBGAs/s1600/image024.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="138" data-original-width="330" src="https://1.bp.blogspot.com/-QrCtARnyAXg/Wh5s9e-wVhI/AAAAAAAAJTM/u-AofuWzmVEMddWZCkS6G6U1dLg_K9gkgCLcBGAs/s1600/image024.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>In the process log you can see that because it is all data type load and a non-admin user the load is carried out with the REST API, if you want to understand more about this method and its limitations then refer to my “<b><a href="http://john-goodwin.blogspot.co.uk/2017/03/fdmee-diving-into-essbase-and-planning_30.html">diving into the Essbase and Planning security mystery</a></b>” posts.<br /><br /><b>DEBUG [AIF]: LOAD_METHOD:HPL, LOAD_TYPE:DATA, EXPORT_MODE:ADD_DATA</b><br /><b class="yellow">DEBUG [AIF]: Overrode info.loadMethod for the non-admin user: REST</b><br /><b>DEBUG [AIF]: No need to connect to Essbase server.</b><br /><b>DEBUG [AIF]: requestUrl: http://localhost:9000/HyperionPlanning/rest/v3/applications/Vision/plantypes/Plan1/importdataslice</b><br /><b>INFO&nbsp; [AIF]: Number of rows loaded: 1, Number of rows rejected: 0</b><br /><br />Refreshing the data form confirms the data has been added to the existing value.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-eiS0IXnVusk/Wh5s-aNucKI/AAAAAAAAJTY/skmhp4aUSK8H7bt1WY6lgcdc2XRgqIfnwCLcBGAs/s1600/image026.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="151" data-original-width="215" src="https://2.bp.blogspot.com/-eiS0IXnVusk/Wh5s-aNucKI/AAAAAAAAJTY/skmhp4aUSK8H7bt1WY6lgcdc2XRgqIfnwCLcBGAs/s1600/image026.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>With the REST API method, Data Management will generate a file containing JSON that is read and passed as the payload when calling the REST resource.<br /><br />An example of the JSON created to load the data above is:<br /><br /><b class="yellow">{</b><br /><b class="yellow">&nbsp; &nbsp;"aggregateEssbaseData":true,</b><br /><b class="yellow">&nbsp; &nbsp;"dateFormat":"MM-DD-YYYY",</b><br /><b class="yellow">&nbsp; &nbsp;"cellNotesOption":"Skip",</b><br /><b class="yellow">&nbsp; &nbsp;"dataGrid":{</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; "columns":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "Actual"</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;]</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; ],</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; "rows":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;{</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "headers":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"1110",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"110",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"Working",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"BaseData",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"P_000",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"FY17",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"Nov"</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ],</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "data":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"400"</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ]</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;}</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; ]</b><br /><b class="yellow">&nbsp; &nbsp;}</b><br /><b class="yellow">}</b><br /><br />The REST resource has a parameter called “aggregateEssbaseData”, the value is set to true when the export mode of “Add Data” is selected, if “Store Data” is selected then value is set as false.<br /><br />The documentation on the REST API has some important information to consider when loading text and numeric data together using this method.<br /><br /><i>“<b class="yellow">aggregateEssbaseData which has a true or false value.&nbsp; If true, the values being saved will be added to the existing values. Only numeric values can be aggregated. Cells with Smart list, Text and Date data types will be rejected. If false, the data values will be overwritten.”</b></i><br /><br />If you set the export mode to add data and there is a mixture of numeric and non-numeric data the non-numeric should be rejected, to prove this I added a row to the source to load text to a text type member.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-YUjlEyzwOvU/Wh5s_eSMJRI/AAAAAAAAJTg/sJGx5HiSUs8N6mZVeOkuSdmKuSj5OUzIwCLcBGAs/s1600/image028.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="138" data-original-width="551" src="https://3.bp.blogspot.com/-YUjlEyzwOvU/Wh5s_eSMJRI/AAAAAAAAJTg/sJGx5HiSUs8N6mZVeOkuSdmKuSj5OUzIwCLcBGAs/s1600/image028.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>If there is no existing data for the text member then the export is successful, if there is existing data then the export fails.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-7OAabPJ4mEo/Wh5s_q_CjPI/AAAAAAAAJTo/4QekaauStEUqSW-IE9c6Zfncq2XEQhdhQCLcBGAs/s1600/image030.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="56" data-original-width="55" src="https://2.bp.blogspot.com/-7OAabPJ4mEo/Wh5s_q_CjPI/AAAAAAAAJTo/4QekaauStEUqSW-IE9c6Zfncq2XEQhdhQCLcBGAs/s1600/image030.jpg" /></a></div><br />The process log confirms the numeric data was loaded and the text data was rejected.<br /><br /><b class="yellow">INFO&nbsp; [AIF]: Number of rows loaded: 1, Number of rows rejected: 1</b><br /><b class="yellow">INFO&nbsp; [AIF]: List of rejected cells: ["[Actual, Text Example, 110, Working, BaseData, P_000, FY17, Nov]"]</b><br /><b class="yellow">ERROR [AIF]: The data load process has failed.</b><br /><br />So if you are loading numeric data that needs to be added to existing data then carefully consider the outcome when selecting a load method.<br /><br />There are also differences between the load methods when loading multiple records against the same POV, I will go through an example to demonstrate this.<br /><br />This time I have added an additional row to the source file which is against the same member combination as the previous row.<br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Gu2lEASYCb0/Wh5tAJtITnI/AAAAAAAAJTs/mP5bnnzXcS4nlYSKK1OgLpIdwQhlFWdIgCLcBGAs/s1600/image031.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="77" data-original-width="213" src="https://1.bp.blogspot.com/-Gu2lEASYCb0/Wh5tAJtITnI/AAAAAAAAJTs/mP5bnnzXcS4nlYSKK1OgLpIdwQhlFWdIgCLcBGAs/s1600/image031.png" /></a></div><br />The load method has been set to “Numeric Data Only”<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-8GrR-nZ8Qlk/Wh5tAckyC1I/AAAAAAAAJTw/cX9kQAZOcVs5CdxjKu_Elq4Rq4Sfj3x3QCLcBGAs/s1600/image032.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="222" data-original-width="990" height="142" src="https://2.bp.blogspot.com/-8GrR-nZ8Qlk/Wh5tAckyC1I/AAAAAAAAJTw/cX9kQAZOcVs5CdxjKu_Elq4Rq4Sfj3x3QCLcBGAs/s640/image032.png" width="640" /></a></div><br />The data is summed before it is loaded to the target application which you can see by switching the view in the UI to target.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Q-LoMhE8uGE/Wh5tIKQg7PI/AAAAAAAAJU0/gsjyscXrLHU2opIfBkQHWGLrI4ZMso1CgCLcBGAs/s1600/image033.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="193" data-original-width="879" height="140" src="https://1.bp.blogspot.com/-Q-LoMhE8uGE/Wh5tIKQg7PI/AAAAAAAAJU0/gsjyscXrLHU2opIfBkQHWGLrI4ZMso1CgCLcBGAs/s640/image033.png" width="640" /></a></div><br />The data export file that is created before being loaded to the target application also confirms this.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-1O7dO1LS9jQ/Wh5tBJWez_I/AAAAAAAAJT0/_rkbfEykIDo09X7O6g-U-lJ9YpJ62q1zQCLcBGAs/s1600/image034.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="20" data-original-width="466" src="https://3.bp.blogspot.com/-1O7dO1LS9jQ/Wh5tBJWez_I/AAAAAAAAJT0/_rkbfEykIDo09X7O6g-U-lJ9YpJ62q1zQCLcBGAs/s1600/image034.png" /></a></div><br />As expected the data in the target application is the same as the “Store Data” option was selected.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-1sGzkNFX0Io/Wh5tBZQEP7I/AAAAAAAAJT4/ZtJtBZYCTDIj6H1smoXYvcXTWFiyirdNgCLcBGAs/s1600/image035.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="159" data-original-width="232" src="https://1.bp.blogspot.com/-1sGzkNFX0Io/Wh5tBZQEP7I/AAAAAAAAJT4/ZtJtBZYCTDIj6H1smoXYvcXTWFiyirdNgCLcBGAs/s1600/image035.png" /></a></div><br />If we repeat the process using the “All data types with security” load method with an admin user then it acts differently.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-o9CNinSzVBI/Wh5tCEaBpPI/AAAAAAAAJT8/_1aBNbBRaYE6hkXX4ew8iW_ZGop-WmAHQCLcBGAs/s1600/image036.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="222" data-original-width="881" height="161" src="https://1.bp.blogspot.com/-o9CNinSzVBI/Wh5tCEaBpPI/AAAAAAAAJT8/_1aBNbBRaYE6hkXX4ew8iW_ZGop-WmAHQCLcBGAs/s640/image036.png" width="640" /></a></div><br />Checking the form after a successful load reveals that only one data value has been loaded.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-a5Gy5Qw2Ii4/Wh5tCcz5c2I/AAAAAAAAJUA/NIUUhgCV1okXMR3_5rfXDHBF-VYTRebJwCLcBGAs/s1600/image037.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="165" data-original-width="236" src="https://1.bp.blogspot.com/-a5Gy5Qw2Ii4/Wh5tCcz5c2I/AAAAAAAAJUA/NIUUhgCV1okXMR3_5rfXDHBF-VYTRebJwCLcBGAs/s1600/image037.png" /></a></div><br />The data export file contains only one value.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-4a2H6KNhHDA/Wh5tDLVujlI/AAAAAAAAJUE/Vdjr_wRl3K4nbHqa1K4xpiYjbA6LsORggCLcBGAs/s1600/image038.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="34" data-original-width="550" src="https://4.bp.blogspot.com/-4a2H6KNhHDA/Wh5tDLVujlI/AAAAAAAAJUE/Vdjr_wRl3K4nbHqa1K4xpiYjbA6LsORggCLcBGAs/s1600/image038.png" /></a></div><br />This is because when using the all data type method, instead of the values being summed the maximum value is loaded to the target and replaces any existing value.<br /><br />If the process is repeated using a non-admin account so the load method switches to using the REST API the functionality acts in the same way and the maximum value will be loaded.<br /><br />Another reason to stick with the “Numeric Data Only” load method when loading numerical data.<br /><div><br /></div><br />On to the final question which is:<br /><br /><b class="yellow">“Is mapping data values possible with the all data type?”</b><br /><br />Currently it is not possible with on-premise though I am sure that will change in a future patch, it wasn’t possible in EPM Cloud until a while back when data dimension appeared from nowhere in the usual cloud type way, I don’t remember reading about it in the monthly update documentation.<br /><br />If you look at the available dimensions in cloud there is a “Data” dimension available.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-lLgWiAkx2Hk/Wh5tDH13XSI/AAAAAAAAJUI/8_gtCf7-zsE8_Ga-f3QNedTCCGDjX4lSACLcBGAs/s1600/image039.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="167" data-original-width="196" src="https://4.bp.blogspot.com/-lLgWiAkx2Hk/Wh5tDH13XSI/AAAAAAAAJUI/8_gtCf7-zsE8_Ga-f3QNedTCCGDjX4lSACLcBGAs/s1600/image039.png" /></a></div><br />The data dimension is visible whether it is a numeric data only load or all data type load but it only relates to the latter, if you do try to use it for numeric data only loads then it will be ignored.<br /><br /><b class="yellow"><u>Update</u>: Available in on-premise FDMEE from 11.1.2.4.220</b><br /><br />It can also be ignored for all data type loads if there are no mappings required, if there are no mappings applied it will map the source to the target automatically.<br /><br />There nothing that different about using the data dimension for mappings but it is worth just putting a quick demonstration of it in action.<br /><br />I am going to through a simple example of loading Smart List data, I created a new Smart List based on members in a hierarchy.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-hSeeI_Yqyfw/Wh5tEB1dwjI/AAAAAAAAJUQ/HBxtlGuit7oE-x3zmR84svDfbtValKp5QCLcBGAs/s1600/image041.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="368" data-original-width="426" src="https://1.bp.blogspot.com/-hSeeI_Yqyfw/Wh5tEB1dwjI/AAAAAAAAJUQ/HBxtlGuit7oE-x3zmR84svDfbtValKp5QCLcBGAs/s1600/image041.png" /></a></div><br />The name and are automatically generated, the name is created by prefixing an underscore to the original member name and the label is a combination of member name and alias.<br /><br />The Smart List was applied against two account members and a form created to check the output from the data management load.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-ECviXQ_Glic/Wh5tE736fvI/AAAAAAAAJUU/q44M9ob56LwT0tN-eumDrv3yYrkjOL25QCLcBGAs/s1600/image042.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="400" data-original-width="475" src="https://2.bp.blogspot.com/-ECviXQ_Glic/Wh5tE736fvI/AAAAAAAAJUU/q44M9ob56LwT0tN-eumDrv3yYrkjOL25QCLcBGAs/s1600/image042.png" /></a></div><br />The source file is extremely basic with the two account members and data value for the Smart List.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-4zKyqmkX05g/Wh5tEzvkGwI/AAAAAAAAJUY/vDAzlq9gYHEqRD1EoalxeEwsa1USZbgxgCLcBGAs/s1600/image043.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="76" data-original-width="196" src="https://1.bp.blogspot.com/-4zKyqmkX05g/Wh5tEzvkGwI/AAAAAAAAJUY/vDAzlq9gYHEqRD1EoalxeEwsa1USZbgxgCLcBGAs/s1600/image043.png" /></a></div><br />The import format was set as a file type of “Delimited – All Data Type”.<br /><br />The data load rule load method was defined as “All data types with security”.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-bhs2feQ9rZg/Wh5tFkfeFoI/AAAAAAAAJUc/m_YqfK9yC-41Sln4_ImDXKlFhYoIM4MLgCLcBGAs/s1600/image044.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="205" data-original-width="480" src="https://3.bp.blogspot.com/-bhs2feQ9rZg/Wh5tFkfeFoI/AAAAAAAAJUc/m_YqfK9yC-41Sln4_ImDXKlFhYoIM4MLgCLcBGAs/s1600/image044.png" /></a></div><br />For this first example, no mappings were added to the data dimension.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-4Z32OnYxkPA/Wh5tF1-HUpI/AAAAAAAAJUg/EpzYtdSw4soRgQj1wE4W3smPhXD-MyGAACLcBGAs/s1600/image045.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="212" data-original-width="591" src="https://4.bp.blogspot.com/-4Z32OnYxkPA/Wh5tF1-HUpI/AAAAAAAAJUg/EpzYtdSw4soRgQj1wE4W3smPhXD-MyGAACLcBGAs/s1600/image045.png" /></a></div><br />The process log shows the data was loaded successfully as there were no rejections:<br /><br /><b class="yellow">Outline data store load process finished. 2 data records were read, 3 data records were processed, 3 were accepted for loading (verify actual load with Essbase log files), 0 were rejected.</b><br /><br />The data form shows that the values have been loaded though they don’t match any of the Smart List entries because they have not been mapped correctly.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-xUfElxCu4q4/Wh5tGjyyB9I/AAAAAAAAJUk/L89RE6D6a1QX2gA6P0glEE0Uc7gb6keMQCLcBGAs/s1600/image046.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="280" data-original-width="461" src="https://1.bp.blogspot.com/-xUfElxCu4q4/Wh5tGjyyB9I/AAAAAAAAJUk/L89RE6D6a1QX2gA6P0glEE0Uc7gb6keMQCLcBGAs/s1600/image046.png" /></a></div><br />In the above example, the values loaded are numeric so they still get loaded to Essbase even if they are mapped incorrectly, if you try to load invalid Smart List entries with text data like:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-oacvxzQ7LWY/Wh5tGxxBAJI/AAAAAAAAJUo/2GxaEgC6jA0OuC3JCszgzZKgnlDL46WsgCLcBGAs/s1600/image047.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="81" data-original-width="194" src="https://2.bp.blogspot.com/-oacvxzQ7LWY/Wh5tGxxBAJI/AAAAAAAAJUo/2GxaEgC6jA0OuC3JCszgzZKgnlDL46WsgCLcBGAs/s1600/image047.png" /></a></div><br />I cleared out the data entries in the form and ran the export again.<br /><br />The load looks to be successful from the log as it records that data was loaded:<br /><br /><b class="yellow">Outline data store load process finished. 2 data records were read, 3 data records were processed, 3 were accepted for loading (verify actual load with Essbase log files), 0 were rejected.</b><br /><br />In reality, no data will have been loaded as it did not match any Smart List entries which means it will have no numerical ID associated with it to load to Essbase.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-_WctkZlTXHs/Wh5tHgGrj3I/AAAAAAAAJUs/VebuEBcH7psAmR6yCa86ualaqMQ6wtU5QCLcBGAs/s1600/image048.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="184" data-original-width="231" src="https://1.bp.blogspot.com/-_WctkZlTXHs/Wh5tHgGrj3I/AAAAAAAAJUs/VebuEBcH7psAmR6yCa86ualaqMQ6wtU5QCLcBGAs/s1600/image048.png" /></a></div><br />Moving on, back to the original source file but this time I will add a mapping to the data dimension.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-DHCQLiKhnlI/Wh5tH4oi69I/AAAAAAAAJUw/UqBX3Xq_xWUQu8dB6csL80jgNHKpCWy1QCLcBGAs/s1600/image049.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="220" data-original-width="387" src="https://3.bp.blogspot.com/-DHCQLiKhnlI/Wh5tH4oi69I/AAAAAAAAJUw/UqBX3Xq_xWUQu8dB6csL80jgNHKpCWy1QCLcBGAs/s1600/image049.png" /></a></div><br />I have used the format function to prefix the source value with an underscore so it matches the format for the name of the Smart List entry.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-4Z0tgtwccec/Wh5tIYBt4nI/AAAAAAAAJU4/nKt_VlhMNHwc08pGbZdJSonB85T0YvrmQCLcBGAs/s1600/image050.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="215" data-original-width="593" src="https://2.bp.blogspot.com/-4Z0tgtwccec/Wh5tIYBt4nI/AAAAAAAAJU4/nKt_VlhMNHwc08pGbZdJSonB85T0YvrmQCLcBGAs/s1600/image050.png" /></a></div><br />Refreshing the form shows that the data has been mapped correctly this time as the Smart List entries are displayed with their associated label.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-qcEGmYYRs_8/Wh5tI7XGX3I/AAAAAAAAJU8/2j9E7f_bROY-lyexdPA33N3_PjbX2QPEQCLcBGAs/s1600/image051.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="189" data-original-width="397" src="https://3.bp.blogspot.com/-qcEGmYYRs_8/Wh5tI7XGX3I/AAAAAAAAJU8/2j9E7f_bROY-lyexdPA33N3_PjbX2QPEQCLcBGAs/s1600/image051.png" /></a></div><br />It is also possible to map the data to the Smart List label instead of the name.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-QmU0q-l9QSY/Wh5tJARbA8I/AAAAAAAAJVA/swoder_ZMTkngE5d1VR4Cp56p5y_Pm1FgCLcBGAs/s1600/image052.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="221" data-original-width="374" src="https://2.bp.blogspot.com/-QmU0q-l9QSY/Wh5tJARbA8I/AAAAAAAAJVA/swoder_ZMTkngE5d1VR4Cp56p5y_Pm1FgCLcBGAs/s1600/image052.png" /></a></div><br />The data will be mapped successfully in the target application with either the name or the label of the Smart List entry.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-DLG_Q65PAIM/Wh5tJUUJXLI/AAAAAAAAJVE/3at1eTj0OuMEH9nBjssIkEPAcTL3c3O7gCLcBGAs/s1600/image053.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="218" src="https://4.bp.blogspot.com/-DLG_Q65PAIM/Wh5tJUUJXLI/AAAAAAAAJVE/3at1eTj0OuMEH9nBjssIkEPAcTL3c3O7gCLcBGAs/s1600/image053.png" /></a></div><br />I think that covers as much as I need to on all data type mappings as they operate in pretty much the same way as standard dimension mappings.<br /><br />As always I hope you found this post useful, until next time..<br /><div><br /></div></div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-7261984404534852341 Thu Nov 30 2017 03:05:00 GMT-0500 (EST) FDMEE/Data Management – common questions part 2 http://john-goodwin.blogspot.com/2017/11/fdmeedata-management-common-questions_30.html <div dir="ltr" style="text-align: left;" trbidi="on">Moving on to the second part where I am going to cover a few of the common questions and misunderstanding around the different load methods in FDMEE/Data Management, mainly concentrating on the “All data types” method.<br /><br />The different load methods can be defined at application or data load rule level, for EPM cloud the methods currently available are:<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-260LHqmPSas/Wh5s0QI1JGI/AAAAAAAAJR8/qrCtAe0CwaIEhyy29KQ6ZDKkhlX8GwJIgCLcBGAs/s1600/image001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="115" data-original-width="261" src="https://1.bp.blogspot.com/-260LHqmPSas/Wh5s0QI1JGI/AAAAAAAAJR8/qrCtAe0CwaIEhyy29KQ6ZDKkhlX8GwJIgCLcBGAs/s1600/image001.png" /></a></div><br />Unless you have a specific requirement to load non-numeric data it is best to just stick with the “Numeric Data Only” method, though I have seen numerous posts in the Oracle forums where numeric data was being loaded but one of the all data type methods had been selected, this can cause problems due to the way the all data loads operate which I will get on to later.<br /><br />If you are not aware, the numeric data only method loads data behind the scenes using an Essbase data load rule, for the cloud a file is created during the export stage, an Essbase load rule is created and the data is loaded using the file and rule.<br /><br />The all data type method uses the outline load utility which you may be familiar with if you have been involved with on-premise planning, data is loaded directly through the planning layer instead of Essbase which allows non-numeric data to be loaded.<br /><br />I have already covered in detail in previous blog posts the different all data type load methods, the “All data types with auto-increment of line item” used to be named “All data types in Planning File Format” and changed name without warning, this is the cloud remember.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-De5v92XMfgc/Wh5s0fsRh8I/AAAAAAAAJR0/KT-xdfgGSL8xaNFgW2FD3LjILg2rVXxDgCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="104" data-original-width="514" src="https://2.bp.blogspot.com/-De5v92XMfgc/Wh5s0fsRh8I/AAAAAAAAJR0/KT-xdfgGSL8xaNFgW2FD3LjILg2rVXxDgCLcBGAs/s1600/image002.png" /></a></div><br />You can read the two posts I put together about this method&nbsp;<b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_21.html">here </a></b>and <b><a href="http://john-goodwin.blogspot.co.uk/2017/05/fdmeedata-management-all-data-types-in_26.html">here</a></b>, the posts were put together when the old naming convention was still in use, this should not be a problem as the functionality is exactly the same, just the name changed.<br /><br />I also put together a post around loading non-numeric data with the “All data types with security” which you can read about <b><a href="http://john-goodwin.blogspot.co.uk/2016/07/loading-non-numeric-data-to-planning.html">here</a></b>.<br /><br />To complicate matters further when loading data using this method as a non-administrator then the user’s security is enforced and a REST API comes into play instead of the OLU, luckily I put together three posts which try to explain how the security operates with cloud and on-premise for both Planning and Essbase, to start to understand the security mystery then go <b><a href="http://john-goodwin.blogspot.co.uk/2017/03/fdmee-diving-into-essbase-and-planning.html">here</a></b>.<br /><br />If you compare the load options currently available in on-premise FDMEE to the cloud then you will see they differ.<br /><div><br />Before 11.1.2.4.220<br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Cp2WZpmAhjk/Wh5s0dzPUKI/AAAAAAAAJR4/lBy_sn1uY3A4Sn1eP4BSBcmCxmTV21CGgCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="109" data-original-width="159" src="https://1.bp.blogspot.com/-Cp2WZpmAhjk/Wh5s0dzPUKI/AAAAAAAAJR4/lBy_sn1uY3A4Sn1eP4BSBcmCxmTV21CGgCLcBGAs/s1600/image003.png" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div>From 11.1.2.4.220<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-LoU4-eMjCNw/Wi5kYOIFtQI/AAAAAAAAJY8/dZYhSlOpVUINfWTckYsfYAZ4M4lF1pX4ACLcBGAs/s1600/220.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="130" data-original-width="238" src="https://2.bp.blogspot.com/-LoU4-eMjCNw/Wi5kYOIFtQI/AAAAAAAAJY8/dZYhSlOpVUINfWTckYsfYAZ4M4lF1pX4ACLcBGAs/s1600/220.PNG" /></a></div><br />The numeric loads can be defined to load data using either a file based Essbase data load rule which is the same as the cloud, alternatively you select to load using an Essbase SQL based load rule which will load the data directly from the FDMEE database repository.<br /><br />There are two available all data type load methods like the cloud except the security option is not available.<br /><br />Back to EPM cloud, there are a few strange functionality quirks when selecting one of the all data type load methods, these may well be bugs and will go away over time but at the moment some of the things to watch are for are.<br /><br />If you set one of the all data type load methods at target application level:<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-f5WBE6Twh6I/Wh5s1QMCzrI/AAAAAAAAJSA/4FDJuY_MxAYnPhnZF3VgpMj-6mmGMT1pwCLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="147" data-original-width="464" src="https://4.bp.blogspot.com/-f5WBE6Twh6I/Wh5s1QMCzrI/AAAAAAAAJSA/4FDJuY_MxAYnPhnZF3VgpMj-6mmGMT1pwCLcBGAs/s1600/image004.png" /></a></div><br />When you create a load rule, the rule will default to an all data type method and there is no option to override with “Numeric Data Only”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-XpEWSUvfiAc/Wh5s1x41WtI/AAAAAAAAJSE/wOap9p78ASk3P1_CsBGijLFjGEwuXvMwgCLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="111" data-original-width="710" src="https://4.bp.blogspot.com/-XpEWSUvfiAc/Wh5s1x41WtI/AAAAAAAAJSE/wOap9p78ASk3P1_CsBGijLFjGEwuXvMwgCLcBGAs/s1600/image005.png" /></a></div><br />So best to keep the target application load method to the default value of “Numeric Data Only” as this way it is possible to select any of the methods when defining a load rule.<br /><br />Another strange one is if you have a load rule set to a load method of “Numeric Data Only”<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-dxN9Xan_8XU/Wh5s2B0eVEI/AAAAAAAAJSI/NRlXhzPwuD4rz01N4T0eCOMoYUvmYRahwCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="94" data-original-width="430" src="https://1.bp.blogspot.com/-dxN9Xan_8XU/Wh5s2B0eVEI/AAAAAAAAJSI/NRlXhzPwuD4rz01N4T0eCOMoYUvmYRahwCLcBGAs/s1600/image006.png" /></a></div><br />Then change to one of the all data type methods.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-aml_tBPSjwI/Wh5s2cRn4cI/AAAAAAAAJSM/NZBlqUVIQLsDRot9pLeQ8cFWCSmo6Yu1gCLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="97" data-original-width="464" src="https://1.bp.blogspot.com/-aml_tBPSjwI/Wh5s2cRn4cI/AAAAAAAAJSM/NZBlqUVIQLsDRot9pLeQ8cFWCSmo6Yu1gCLcBGAs/s1600/image007.png" /></a></div><br />It is not possible to switch it back to numeric data only, the only values available are the all data type load methods.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-h_1VNB49bGw/Wh5s-bpJMyI/AAAAAAAAJTU/tfDJqHgeeY4uDJOERxgEG0oRzktK4ftZQCLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="98" data-original-width="325" src="https://3.bp.blogspot.com/-h_1VNB49bGw/Wh5s-bpJMyI/AAAAAAAAJTU/tfDJqHgeeY4uDJOERxgEG0oRzktK4ftZQCLcBGAs/s1600/image008.png" /></a></div><br />If you try and enter “Numeric Data Only” manually and save then you get hit with an error.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-_lrsSxzaeKo/Wh5s3CMrqEI/AAAAAAAAJSQ/gqGKbFdW9JkwJPelIJ7Bzwcv2mHMXxdkACLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="92" data-original-width="503" src="https://1.bp.blogspot.com/-_lrsSxzaeKo/Wh5s3CMrqEI/AAAAAAAAJSQ/gqGKbFdW9JkwJPelIJ7Bzwcv2mHMXxdkACLcBGAs/s1600/image009.png" /></a></div><br />If you try and use migration to import the rules back in it doesn’t seem to overwrite the property, yes you can delete the rule and recreate but remember if you try and delete the rule and data has already been loaded, then the data could be deleted.<br /><br />I do consider them to be bugs and if they are ever addressed and fixed I will update this post.<br /><br />Right, on to an issue that I have seen raised a few times which is usually down to load method selected:<br /><br /><b class="yellow">“I am selecting the export method of “Add Data” but the data is being replaced in the target application”</b><br /><br />To understand the problem, I think it is worth going through some examples of how the functionality works between numeric and all data type load methods.<br /><br />To start with let us take a numeric type load with a simple source file that contains one row of data.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-0qC3WbvGGNk/Wh5s3axOxlI/AAAAAAAAJSU/m4OdKUTKihw1jMdZN6Bx_faZYth_2qiygCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="216" src="https://1.bp.blogspot.com/-0qC3WbvGGNk/Wh5s3axOxlI/AAAAAAAAJSU/m4OdKUTKihw1jMdZN6Bx_faZYth_2qiygCLcBGAs/s1600/image010.png" /></a></div><br />The import format was set to type “Delimited – Numeric Data” and the rule load method defined as “Numeric Data Only”.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-icDr2uY5UZU/Wh5s35wK3EI/AAAAAAAAJSY/Mc-3VHFVkG8SWqZFvdYGGNXBxn7WVP6lwCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="96" data-original-width="418" src="https://1.bp.blogspot.com/-icDr2uY5UZU/Wh5s35wK3EI/AAAAAAAAJSY/Mc-3VHFVkG8SWqZFvdYGGNXBxn7WVP6lwCLcBGAs/s1600/image011.png" /></a></div><br />The data was into imported and validated in the workbench.<br /><br />To load the data to the target application there are four export modes available.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-hW6GhprIOgo/Wh5s4at2P9I/AAAAAAAAJSc/yW15o0quRpYYo46XlZZLKAFXa0BfsGEqACLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="156" data-original-width="319" src="https://4.bp.blogspot.com/-hW6GhprIOgo/Wh5s4at2P9I/AAAAAAAAJSc/yW15o0quRpYYo46XlZZLKAFXa0BfsGEqACLcBGAs/s1600/image012.png" /></a></div><br />The documentation provides a clear definition of what these options do, what it doesn’t mention is that these relate to the numeric data only load method.<br /><b><br /></b><b class="yellow">Store Data</b><b> — Inserts the value from the source or file into the target application, replacing any value that currently exists.</b><br /><b><br /></b><b class="yellow">Replace Data</b><b> — Clears all data for the POV in the target, and then loads from the source or file. For example, when you have a year of data in your Planning application but are only loading a single month, this option clears the entire year before performing the load.</b><br /><b><br /></b><b class="yellow">Add Data</b><b> — Adds the value from the source or file to the value in the target application. For example, when you have 100 in the source, and 200 in the target, then the result is 300.</b><br /><b><br /></b><b class="yellow">Subtract Data</b><b> — Subtracts the value in the source or file from the value in the target application. For example, when you have 300 in the target, and 100 in the source, then the result is 200.</b><br /><br />Before loading the data, I created a form to match the POV and entered a value.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-if9c90WuSvk/Wh5s4118LhI/AAAAAAAAJSg/1F2y5LVnvJATUsmb0Efi3wC81l8Dk7JoQCLcBGAs/s1600/image013.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="165" data-original-width="395" src="https://2.bp.blogspot.com/-if9c90WuSvk/Wh5s4118LhI/AAAAAAAAJSg/1F2y5LVnvJATUsmb0Efi3wC81l8Dk7JoQCLcBGAs/s1600/image013.png" /></a></div><br />The data was then loaded and the export mode selected was “Add Data”<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-n9262ZhDYac/Wh5s5bfFiYI/AAAAAAAAJSk/EB2TaI9jkA8mKWFVLqCCsxKADJ2wfkQowCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="213" data-original-width="980" height="139" src="https://1.bp.blogspot.com/-n9262ZhDYac/Wh5s5bfFiYI/AAAAAAAAJSk/EB2TaI9jkA8mKWFVLqCCsxKADJ2wfkQowCLcBGAs/s640/image014.png" width="640" /></a></div><br />As you would expect the data value loaded was added to the existing data.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-GWa7aYF5d3k/Wh5s5jrYiWI/AAAAAAAAJSo/jvwQOX7jR4UCjMhVt3ch1VQ02bsjIHL0wCLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="162" data-original-width="292" src="https://4.bp.blogspot.com/-GWa7aYF5d3k/Wh5s5jrYiWI/AAAAAAAAJSo/jvwQOX7jR4UCjMhVt3ch1VQ02bsjIHL0wCLcBGAs/s1600/image015.png" /></a></div><br />In the process logs you can see that an export file and Essbase data load rule are created.<br /><br /><b>INFO&nbsp; [AIF]: Creating data file: /u03/inbox/outbox/Vision_1448.dat</b><br /><b>INFO&nbsp; [AIF]: Data file creation completed: 1</b><br /><b class="yellow">DEBUG [AIF]: Created rule file: AIF0286</b><br /><b>INFO&nbsp; [AIF]: Saved rule file to essbase server</b><br /><br />The data is then loaded directly to Essbase using the data file and load rule.<br /><br />If you have worked with Essbase you will know that export mode options for replace, add and subtract match to those that can be set in an Essbase load data load rule.<br /><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-iAIF5G7qHAA/Wh5s6A8f1nI/AAAAAAAAJSs/ODE3oAjImIwXX1d_jPZFDvBlU4zrxb8WACLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="182" data-original-width="327" src="https://1.bp.blogspot.com/-iAIF5G7qHAA/Wh5s6A8f1nI/AAAAAAAAJSs/ODE3oAjImIwXX1d_jPZFDvBlU4zrxb8WACLcBGAs/s1600/image016.png" /></a></div><br />If I run an export again and change the mode to “Store Data”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-bGJjPf1cI34/Wh5s6mBZ3yI/AAAAAAAAJSw/6vHqRdYYjgE5F1Y4bR7ndv2tLAtA4-rRACLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="140" data-original-width="325" src="https://4.bp.blogspot.com/-bGJjPf1cI34/Wh5s6mBZ3yI/AAAAAAAAJSw/6vHqRdYYjgE5F1Y4bR7ndv2tLAtA4-rRACLcBGAs/s1600/image017.png" /></a></div><br />This time the data in the target application will be replaced with that from the data load.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Wk2uUYV3Zp0/Wh5s7ELZ4II/AAAAAAAAJS0/jg1PiDiyXGw5OSyiiAPnTrEafwR1Ght0wCLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="162" data-original-width="242" src="https://4.bp.blogspot.com/-Wk2uUYV3Zp0/Wh5s7ELZ4II/AAAAAAAAJS0/jg1PiDiyXGw5OSyiiAPnTrEafwR1Ght0wCLcBGAs/s1600/image018.png" /></a></div><br />All makes perfect sense, so now let us switch over to an all a data type load, the import format was updated to a type of “Delimited – All Data Type” and the load method in the rule set to “All data types with security”.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-krO611zhsC0/Wh5s7XpzmbI/AAAAAAAAJS4/JtuNz0Ocbk0EQRlMHTeOXYVO8fRLUOzhgCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="93" data-original-width="462" src="https://4.bp.blogspot.com/-krO611zhsC0/Wh5s7XpzmbI/AAAAAAAAJS4/JtuNz0Ocbk0EQRlMHTeOXYVO8fRLUOzhgCLcBGAs/s1600/image019.png" /></a></div><br />The data value in the target application was set back to 500.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-3DPdl8P7t1U/Wh5s7hGvL7I/AAAAAAAAJS8/tu2HTuMvlG4OeTz4sL_vhPnuBkCJhyeuACLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="162" data-original-width="241" src="https://2.bp.blogspot.com/-3DPdl8P7t1U/Wh5s7hGvL7I/AAAAAAAAJS8/tu2HTuMvlG4OeTz4sL_vhPnuBkCJhyeuACLcBGAs/s1600/image020.png" /></a></div><br />The data is reloaded into the workbench and the export mode set to “Add Data”, this is done with an administrator account which means the load should be carried out by the OLU.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-vUs4UorbobI/Wh5s8ZE7joI/AAAAAAAAJTA/NxLKhc-Cl4Uip4VX_Qebr8zUkpo-hZ5TwCLcBGAs/s1600/image021.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="209" data-original-width="986" height="134" src="https://3.bp.blogspot.com/-vUs4UorbobI/Wh5s8ZE7joI/AAAAAAAAJTA/NxLKhc-Cl4Uip4VX_Qebr8zUkpo-hZ5TwCLcBGAs/s640/image021.png" width="640" /></a></div><br />The process logs highlight the load method is now using the outline load utility (OLU).<br /><br /><b class="yellow">DEBUG [AIF]: Overrode info.loadMethod for the admin user: OLU</b><br /><br />Outline data store load process finished. 1 data record was read, 2 data records were processed, 2 were accepted for loading (verify actual load with Essbase log files), 0 were rejected.<br /><br />Reloading the planning form shows that the data has been replaced instead of added to.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-z2tx2xjGB8A/Wh5s8vHuUBI/AAAAAAAAJTE/iyvA8IhvGqIWxqFJ_gVnkQP_Bt-dXCaJwCLcBGAs/s1600/image022.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="166" data-original-width="249" src="https://4.bp.blogspot.com/-z2tx2xjGB8A/Wh5s8vHuUBI/AAAAAAAAJTE/iyvA8IhvGqIWxqFJ_gVnkQP_Bt-dXCaJwCLcBGAs/s1600/image022.png" /></a></div><br />The reason for this is that is the way the OLU operates and to be honest the all data type is really aimed at loading non-numeric data such as text, dates or smart lists, if you think about it, it just wouldn’t make sense trying to add non-numeric data.<br /><br />How about if the process is repeated but this time with a non-administrator account, this should mean the REST API will be the method for loading the data (currently only EPM cloud supports this).<br /><br />Run the export again with export mode set to “Add Data”.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-QrCtARnyAXg/Wh5s9e-wVhI/AAAAAAAAJTM/u-AofuWzmVEMddWZCkS6G6U1dLg_K9gkgCLcBGAs/s1600/image024.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="138" data-original-width="330" src="https://1.bp.blogspot.com/-QrCtARnyAXg/Wh5s9e-wVhI/AAAAAAAAJTM/u-AofuWzmVEMddWZCkS6G6U1dLg_K9gkgCLcBGAs/s1600/image024.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>In the process log you can see that because it is all data type load and a non-admin user the load is carried out with the REST API, if you want to understand more about this method and its limitations then refer to my “<b><a href="http://john-goodwin.blogspot.co.uk/2017/03/fdmee-diving-into-essbase-and-planning_30.html">diving into the Essbase and Planning security mystery</a></b>” posts.<br /><br /><b>DEBUG [AIF]: LOAD_METHOD:HPL, LOAD_TYPE:DATA, EXPORT_MODE:ADD_DATA</b><br /><b class="yellow">DEBUG [AIF]: Overrode info.loadMethod for the non-admin user: REST</b><br /><b>DEBUG [AIF]: No need to connect to Essbase server.</b><br /><b>DEBUG [AIF]: requestUrl: http://localhost:9000/HyperionPlanning/rest/v3/applications/Vision/plantypes/Plan1/importdataslice</b><br /><b>INFO&nbsp; [AIF]: Number of rows loaded: 1, Number of rows rejected: 0</b><br /><br />Refreshing the data form confirms the data has been added to the existing value.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-eiS0IXnVusk/Wh5s-aNucKI/AAAAAAAAJTY/skmhp4aUSK8H7bt1WY6lgcdc2XRgqIfnwCLcBGAs/s1600/image026.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="151" data-original-width="215" src="https://2.bp.blogspot.com/-eiS0IXnVusk/Wh5s-aNucKI/AAAAAAAAJTY/skmhp4aUSK8H7bt1WY6lgcdc2XRgqIfnwCLcBGAs/s1600/image026.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>With the REST API method, Data Management will generate a file containing JSON that is read and passed as the payload when calling the REST resource.<br /><br />An example of the JSON created to load the data above is:<br /><br /><b class="yellow">{</b><br /><b class="yellow">&nbsp; &nbsp;"aggregateEssbaseData":true,</b><br /><b class="yellow">&nbsp; &nbsp;"dateFormat":"MM-DD-YYYY",</b><br /><b class="yellow">&nbsp; &nbsp;"cellNotesOption":"Skip",</b><br /><b class="yellow">&nbsp; &nbsp;"dataGrid":{</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; "columns":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "Actual"</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;]</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; ],</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; "rows":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;{</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "headers":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"1110",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"110",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"Working",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"BaseData",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"P_000",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"FY17",</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"Nov"</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ],</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "data":[</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;"400"</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ]</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;}</b><br /><b class="yellow">&nbsp; &nbsp; &nbsp; ]</b><br /><b class="yellow">&nbsp; &nbsp;}</b><br /><b class="yellow">}</b><br /><br />The REST resource has a parameter called “aggregateEssbaseData”, the value is set to true when the export mode of “Add Data” is selected, if “Store Data” is selected then value is set as false.<br /><br />The documentation on the REST API has some important information to consider when loading text and numeric data together using this method.<br /><br /><i>“<b class="yellow">aggregateEssbaseData which has a true or false value.&nbsp; If true, the values being saved will be added to the existing values. Only numeric values can be aggregated. Cells with Smart list, Text and Date data types will be rejected. If false, the data values will be overwritten.”</b></i><br /><br />If you set the export mode to add data and there is a mixture of numeric and non-numeric data the non-numeric should be rejected, to prove this I added a row to the source to load text to a text type member.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-YUjlEyzwOvU/Wh5s_eSMJRI/AAAAAAAAJTg/sJGx5HiSUs8N6mZVeOkuSdmKuSj5OUzIwCLcBGAs/s1600/image028.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="138" data-original-width="551" src="https://3.bp.blogspot.com/-YUjlEyzwOvU/Wh5s_eSMJRI/AAAAAAAAJTg/sJGx5HiSUs8N6mZVeOkuSdmKuSj5OUzIwCLcBGAs/s1600/image028.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>If there is no existing data for the text member then the export is successful, if there is existing data then the export fails.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-7OAabPJ4mEo/Wh5s_q_CjPI/AAAAAAAAJTo/4QekaauStEUqSW-IE9c6Zfncq2XEQhdhQCLcBGAs/s1600/image030.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="56" data-original-width="55" src="https://2.bp.blogspot.com/-7OAabPJ4mEo/Wh5s_q_CjPI/AAAAAAAAJTo/4QekaauStEUqSW-IE9c6Zfncq2XEQhdhQCLcBGAs/s1600/image030.jpg" /></a></div><br />The process log confirms the numeric data was loaded and the text data was rejected.<br /><br /><b class="yellow">INFO&nbsp; [AIF]: Number of rows loaded: 1, Number of rows rejected: 1</b><br /><b class="yellow">INFO&nbsp; [AIF]: List of rejected cells: ["[Actual, Text Example, 110, Working, BaseData, P_000, FY17, Nov]"]</b><br /><b class="yellow">ERROR [AIF]: The data load process has failed.</b><br /><br />So if you are loading numeric data that needs to be added to existing data then carefully consider the outcome when selecting a load method.<br /><br />There are also differences between the load methods when loading multiple records against the same POV, I will go through an example to demonstrate this.<br /><br />This time I have added an additional row to the source file which is against the same member combination as the previous row.<br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Gu2lEASYCb0/Wh5tAJtITnI/AAAAAAAAJTs/mP5bnnzXcS4nlYSKK1OgLpIdwQhlFWdIgCLcBGAs/s1600/image031.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="77" data-original-width="213" src="https://1.bp.blogspot.com/-Gu2lEASYCb0/Wh5tAJtITnI/AAAAAAAAJTs/mP5bnnzXcS4nlYSKK1OgLpIdwQhlFWdIgCLcBGAs/s1600/image031.png" /></a></div><br />The load method has been set to “Numeric Data Only”<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-8GrR-nZ8Qlk/Wh5tAckyC1I/AAAAAAAAJTw/cX9kQAZOcVs5CdxjKu_Elq4Rq4Sfj3x3QCLcBGAs/s1600/image032.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="222" data-original-width="990" height="142" src="https://2.bp.blogspot.com/-8GrR-nZ8Qlk/Wh5tAckyC1I/AAAAAAAAJTw/cX9kQAZOcVs5CdxjKu_Elq4Rq4Sfj3x3QCLcBGAs/s640/image032.png" width="640" /></a></div><br />The data is summed before it is loaded to the target application which you can see by switching the view in the UI to target.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-Q-LoMhE8uGE/Wh5tIKQg7PI/AAAAAAAAJU0/gsjyscXrLHU2opIfBkQHWGLrI4ZMso1CgCLcBGAs/s1600/image033.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="193" data-original-width="879" height="140" src="https://1.bp.blogspot.com/-Q-LoMhE8uGE/Wh5tIKQg7PI/AAAAAAAAJU0/gsjyscXrLHU2opIfBkQHWGLrI4ZMso1CgCLcBGAs/s640/image033.png" width="640" /></a></div><br />The data export file that is created before being loaded to the target application also confirms this.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-1O7dO1LS9jQ/Wh5tBJWez_I/AAAAAAAAJT0/_rkbfEykIDo09X7O6g-U-lJ9YpJ62q1zQCLcBGAs/s1600/image034.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="20" data-original-width="466" src="https://3.bp.blogspot.com/-1O7dO1LS9jQ/Wh5tBJWez_I/AAAAAAAAJT0/_rkbfEykIDo09X7O6g-U-lJ9YpJ62q1zQCLcBGAs/s1600/image034.png" /></a></div><br />As expected the data in the target application is the same as the “Store Data” option was selected.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-1sGzkNFX0Io/Wh5tBZQEP7I/AAAAAAAAJT4/ZtJtBZYCTDIj6H1smoXYvcXTWFiyirdNgCLcBGAs/s1600/image035.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="159" data-original-width="232" src="https://1.bp.blogspot.com/-1sGzkNFX0Io/Wh5tBZQEP7I/AAAAAAAAJT4/ZtJtBZYCTDIj6H1smoXYvcXTWFiyirdNgCLcBGAs/s1600/image035.png" /></a></div><br />If we repeat the process using the “All data types with security” load method with an admin user then it acts differently.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-o9CNinSzVBI/Wh5tCEaBpPI/AAAAAAAAJT8/_1aBNbBRaYE6hkXX4ew8iW_ZGop-WmAHQCLcBGAs/s1600/image036.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="222" data-original-width="881" height="161" src="https://1.bp.blogspot.com/-o9CNinSzVBI/Wh5tCEaBpPI/AAAAAAAAJT8/_1aBNbBRaYE6hkXX4ew8iW_ZGop-WmAHQCLcBGAs/s640/image036.png" width="640" /></a></div><br />Checking the form after a successful load reveals that only one data value has been loaded.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-a5Gy5Qw2Ii4/Wh5tCcz5c2I/AAAAAAAAJUA/NIUUhgCV1okXMR3_5rfXDHBF-VYTRebJwCLcBGAs/s1600/image037.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="165" data-original-width="236" src="https://1.bp.blogspot.com/-a5Gy5Qw2Ii4/Wh5tCcz5c2I/AAAAAAAAJUA/NIUUhgCV1okXMR3_5rfXDHBF-VYTRebJwCLcBGAs/s1600/image037.png" /></a></div><br />The data export file contains only one value.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-4a2H6KNhHDA/Wh5tDLVujlI/AAAAAAAAJUE/Vdjr_wRl3K4nbHqa1K4xpiYjbA6LsORggCLcBGAs/s1600/image038.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="34" data-original-width="550" src="https://4.bp.blogspot.com/-4a2H6KNhHDA/Wh5tDLVujlI/AAAAAAAAJUE/Vdjr_wRl3K4nbHqa1K4xpiYjbA6LsORggCLcBGAs/s1600/image038.png" /></a></div><br />This is because when using the all data type method, instead of the values being summed the maximum value is loaded to the target and replaces any existing value.<br /><br />If the process is repeated using a non-admin account so the load method switches to using the REST API the functionality acts in the same way and the maximum value will be loaded.<br /><br />Another reason to stick with the “Numeric Data Only” load method when loading numerical data.<br /><div><br /></div><br />On to the final question which is:<br /><br /><b class="yellow">“Is mapping data values possible with the all data type?”</b><br /><br />Currently it is not possible with on-premise though I am sure that will change in a future patch, it wasn’t possible in EPM Cloud until a while back when data dimension appeared from nowhere in the usual cloud type way, I don’t remember reading about it in the monthly update documentation.<br /><br />If you look at the available dimensions in cloud there is a “Data” dimension available.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-lLgWiAkx2Hk/Wh5tDH13XSI/AAAAAAAAJUI/8_gtCf7-zsE8_Ga-f3QNedTCCGDjX4lSACLcBGAs/s1600/image039.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="167" data-original-width="196" src="https://4.bp.blogspot.com/-lLgWiAkx2Hk/Wh5tDH13XSI/AAAAAAAAJUI/8_gtCf7-zsE8_Ga-f3QNedTCCGDjX4lSACLcBGAs/s1600/image039.png" /></a></div><br />The data dimension is visible whether it is a numeric data only load or all data type load but it only relates to the latter, if you do try to use it for numeric data only loads then it will be ignored.<br /><br /><b class="yellow"><u>Update</u>: Available in on-premise FDMEE from 11.1.2.4.220</b><br /><br />It can also be ignored for all data type loads if there are no mappings required, if there are no mappings applied it will map the source to the target automatically.<br /><br />There nothing that different about using the data dimension for mappings but it is worth just putting a quick demonstration of it in action.<br /><br />I am going to through a simple example of loading Smart List data, I created a new Smart List based on members in a hierarchy.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-hSeeI_Yqyfw/Wh5tEB1dwjI/AAAAAAAAJUQ/HBxtlGuit7oE-x3zmR84svDfbtValKp5QCLcBGAs/s1600/image041.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="368" data-original-width="426" src="https://1.bp.blogspot.com/-hSeeI_Yqyfw/Wh5tEB1dwjI/AAAAAAAAJUQ/HBxtlGuit7oE-x3zmR84svDfbtValKp5QCLcBGAs/s1600/image041.png" /></a></div><br />The name and are automatically generated, the name is created by prefixing an underscore to the original member name and the label is a combination of member name and alias.<br /><br />The Smart List was applied against two account members and a form created to check the output from the data management load.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-ECviXQ_Glic/Wh5tE736fvI/AAAAAAAAJUU/q44M9ob56LwT0tN-eumDrv3yYrkjOL25QCLcBGAs/s1600/image042.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="400" data-original-width="475" src="https://2.bp.blogspot.com/-ECviXQ_Glic/Wh5tE736fvI/AAAAAAAAJUU/q44M9ob56LwT0tN-eumDrv3yYrkjOL25QCLcBGAs/s1600/image042.png" /></a></div><br />The source file is extremely basic with the two account members and data value for the Smart List.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-4zKyqmkX05g/Wh5tEzvkGwI/AAAAAAAAJUY/vDAzlq9gYHEqRD1EoalxeEwsa1USZbgxgCLcBGAs/s1600/image043.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="76" data-original-width="196" src="https://1.bp.blogspot.com/-4zKyqmkX05g/Wh5tEzvkGwI/AAAAAAAAJUY/vDAzlq9gYHEqRD1EoalxeEwsa1USZbgxgCLcBGAs/s1600/image043.png" /></a></div><br />The import format was set as a file type of “Delimited – All Data Type”.<br /><br />The data load rule load method was defined as “All data types with security”.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-bhs2feQ9rZg/Wh5tFkfeFoI/AAAAAAAAJUc/m_YqfK9yC-41Sln4_ImDXKlFhYoIM4MLgCLcBGAs/s1600/image044.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="205" data-original-width="480" src="https://3.bp.blogspot.com/-bhs2feQ9rZg/Wh5tFkfeFoI/AAAAAAAAJUc/m_YqfK9yC-41Sln4_ImDXKlFhYoIM4MLgCLcBGAs/s1600/image044.png" /></a></div><br />For this first example, no mappings were added to the data dimension.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-4Z32OnYxkPA/Wh5tF1-HUpI/AAAAAAAAJUg/EpzYtdSw4soRgQj1wE4W3smPhXD-MyGAACLcBGAs/s1600/image045.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="212" data-original-width="591" src="https://4.bp.blogspot.com/-4Z32OnYxkPA/Wh5tF1-HUpI/AAAAAAAAJUg/EpzYtdSw4soRgQj1wE4W3smPhXD-MyGAACLcBGAs/s1600/image045.png" /></a></div><br />The process log shows the data was loaded successfully as there were no rejections:<br /><br /><b class="yellow">Outline data store load process finished. 2 data records were read, 3 data records were processed, 3 were accepted for loading (verify actual load with Essbase log files), 0 were rejected.</b><br /><br />The data form shows that the values have been loaded though they don’t match any of the Smart List entries because they have not been mapped correctly.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-xUfElxCu4q4/Wh5tGjyyB9I/AAAAAAAAJUk/L89RE6D6a1QX2gA6P0glEE0Uc7gb6keMQCLcBGAs/s1600/image046.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="280" data-original-width="461" src="https://1.bp.blogspot.com/-xUfElxCu4q4/Wh5tGjyyB9I/AAAAAAAAJUk/L89RE6D6a1QX2gA6P0glEE0Uc7gb6keMQCLcBGAs/s1600/image046.png" /></a></div><br />In the above example, the values loaded are numeric so they still get loaded to Essbase even if they are mapped incorrectly, if you try to load invalid Smart List entries with text data like:<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-oacvxzQ7LWY/Wh5tGxxBAJI/AAAAAAAAJUo/2GxaEgC6jA0OuC3JCszgzZKgnlDL46WsgCLcBGAs/s1600/image047.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="81" data-original-width="194" src="https://2.bp.blogspot.com/-oacvxzQ7LWY/Wh5tGxxBAJI/AAAAAAAAJUo/2GxaEgC6jA0OuC3JCszgzZKgnlDL46WsgCLcBGAs/s1600/image047.png" /></a></div><br />I cleared out the data entries in the form and ran the export again.<br /><br />The load looks to be successful from the log as it records that data was loaded:<br /><br /><b class="yellow">Outline data store load process finished. 2 data records were read, 3 data records were processed, 3 were accepted for loading (verify actual load with Essbase log files), 0 were rejected.</b><br /><br />In reality, no data will have been loaded as it did not match any Smart List entries which means it will have no numerical ID associated with it to load to Essbase.<br /><br /><div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-_WctkZlTXHs/Wh5tHgGrj3I/AAAAAAAAJUs/VebuEBcH7psAmR6yCa86ualaqMQ6wtU5QCLcBGAs/s1600/image048.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="184" data-original-width="231" src="https://1.bp.blogspot.com/-_WctkZlTXHs/Wh5tHgGrj3I/AAAAAAAAJUs/VebuEBcH7psAmR6yCa86ualaqMQ6wtU5QCLcBGAs/s1600/image048.png" /></a></div><br />Moving on, back to the original source file but this time I will add a mapping to the data dimension.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-DHCQLiKhnlI/Wh5tH4oi69I/AAAAAAAAJUw/UqBX3Xq_xWUQu8dB6csL80jgNHKpCWy1QCLcBGAs/s1600/image049.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="220" data-original-width="387" src="https://3.bp.blogspot.com/-DHCQLiKhnlI/Wh5tH4oi69I/AAAAAAAAJUw/UqBX3Xq_xWUQu8dB6csL80jgNHKpCWy1QCLcBGAs/s1600/image049.png" /></a></div><br />I have used the format function to prefix the source value with an underscore so it matches the format for the name of the Smart List entry.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-4Z0tgtwccec/Wh5tIYBt4nI/AAAAAAAAJU4/nKt_VlhMNHwc08pGbZdJSonB85T0YvrmQCLcBGAs/s1600/image050.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="215" data-original-width="593" src="https://2.bp.blogspot.com/-4Z0tgtwccec/Wh5tIYBt4nI/AAAAAAAAJU4/nKt_VlhMNHwc08pGbZdJSonB85T0YvrmQCLcBGAs/s1600/image050.png" /></a></div><br />Refreshing the form shows that the data has been mapped correctly this time as the Smart List entries are displayed with their associated label.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-qcEGmYYRs_8/Wh5tI7XGX3I/AAAAAAAAJU8/2j9E7f_bROY-lyexdPA33N3_PjbX2QPEQCLcBGAs/s1600/image051.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="189" data-original-width="397" src="https://3.bp.blogspot.com/-qcEGmYYRs_8/Wh5tI7XGX3I/AAAAAAAAJU8/2j9E7f_bROY-lyexdPA33N3_PjbX2QPEQCLcBGAs/s1600/image051.png" /></a></div><br />It is also possible to map the data to the Smart List label instead of the name.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-QmU0q-l9QSY/Wh5tJARbA8I/AAAAAAAAJVA/swoder_ZMTkngE5d1VR4Cp56p5y_Pm1FgCLcBGAs/s1600/image052.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="221" data-original-width="374" src="https://2.bp.blogspot.com/-QmU0q-l9QSY/Wh5tJARbA8I/AAAAAAAAJVA/swoder_ZMTkngE5d1VR4Cp56p5y_Pm1FgCLcBGAs/s1600/image052.png" /></a></div><br />The data will be mapped successfully in the target application with either the name or the label of the Smart List entry.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-DLG_Q65PAIM/Wh5tJUUJXLI/AAAAAAAAJVE/3at1eTj0OuMEH9nBjssIkEPAcTL3c3O7gCLcBGAs/s1600/image053.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="218" src="https://4.bp.blogspot.com/-DLG_Q65PAIM/Wh5tJUUJXLI/AAAAAAAAJVE/3at1eTj0OuMEH9nBjssIkEPAcTL3c3O7gCLcBGAs/s1600/image053.png" /></a></div><br />I think that covers as much as I need to on all data type mappings as they operate in pretty much the same way as standard dimension mappings.<br /><br />As always I hope you found this post useful, until next time..<br /><div><br /></div></div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-7261984404534852341 Thu Nov 30 2017 03:05:00 GMT-0500 (EST) The Biggest Change to Reporting & Analysis in 2018 Won’t Be the Cloud http://looksmarter.blogspot.com/2017/11/Analytics2018.html <div dir="ltr" style="text-align: left;" trbidi="on"><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://1.bp.blogspot.com/-_YiRPfpXbD8/Wh7-Kg_ce7I/AAAAAAAA9Wk/cQ_tHDeevk4DJ4CQEFJ9yuXSkEdC_sMBQCLcBGAs/s1600/cb40-center-intro-analytics-cloud-3669472.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" data-original-height="396" data-original-width="673" height="188" src="https://1.bp.blogspot.com/-_YiRPfpXbD8/Wh7-Kg_ce7I/AAAAAAAA9Wk/cQ_tHDeevk4DJ4CQEFJ9yuXSkEdC_sMBQCLcBGAs/s320/cb40-center-intro-analytics-cloud-3669472.png" width="320" /></span></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;">Screenshot from&nbsp;https://www.oracle.com/solutions/business-analytics/day-by-day.html</span></td></tr></tbody></table><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Companies spent most of 2017 either preparing their journey to the Cloud, getting started on moving their applications to the Cloud, or hoping the whole Cloud thing would go away if we just ignored it long enough (like my late fees at Blockbuster). But in the end, the Cloud isn’t revolutionary: the Cloud just means someone else is managing your server for you. While it’s nice that your servers are now someone else’s problem, there is an actual revolution happening in reporting &amp; analysis and it’s a technology that’s been around for decades.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">The Future of Reporting &amp; Analysis Can Also Take Selfies</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Up to this point, mobile has been an afterthought in the world of reporting &amp; analysis: we design for a laptop first and if something ends up mobile-enabled, that’s a nice-to-have. The commonly held belief is that mobile devices (phones, tablets) are too small of a footprint to show formatted reports or intricate dashboards. That belief is correct in the same way that Microsoft Outlook is way too complex of an application to make reading emails on a mobile device practical… except that most emails in the world are now read on a mobile device. They’re just not using Outlook. We had to rethink of a smaller, faster, easier, more intuitive (sorry, Microsoft) way of consuming information to take email mobile.<o:p></o:p></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Reporting &amp; analysis will also hit that tipping point in 2018 where we ask ourselves simply “what questions do I need answered to make better business decisions faster?” and then our phones will give us exactly that without all the detail a typical report or dashboard provides. Will mobile analytics kill off desktop applications? No more than the desktop killed off paper reports. They all have their place: paper reports are good for quickly looking at a large amount of formatted information, desktops will be good for details (Excel will live on for the foreseeable future), and mobile will take its rightful place as the dominant form of information consumption.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Forget the Past and Pay Attention to the Present</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">The greatest thing about mobile is that everyone has their phone less than six feet from them at all times [you just glanced over at yours to see if I’m right]. But would you ever look at your phone if your screen took a month to update? Traditional reports are very backwards-looking. Your typical Income Statement, for instance, tells you how you spent the last year, it sometimes tells you about the upcoming forecast, but it rarely tells you, “am I making money at this moment?” Just like the dashboard of a car would be awfully useless if it gave you last month’s average gas tank reading – hey, I was 75% full in December! – mobile reports won’t be for looking at historically dated information. Instead, we’ll look to mobile to give us just the information we need to take physical actions now.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">But Why is <i>2018 </i>the Year of Mobile Analytics?</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Quite simply, we didn’t have the technology to support our decisions until now. While we could take reports or dashboards and interact with them on mobile devices, we don’t want to actually perform analytics on our phones. We want the computers doing the analysis for us. While we’ve had data mining for years, it was relegated to high-priced data scientists or not-so-highly-paid analysts.<o:p></o:p></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">We now have artificial intelligence that can look through our data 24/7 and with no guidance from us, determine what drivers correlate with which results. Machine learning can then determine which information it delivers do we truly find useful. And so we don’t have to dig through all the results to find out what the system is trying to tell us, the mobile analytics apps in 2018 will convert complex information into natural language. It will simply tell us in plain English (or your language of choice), “I looked through all your information and here are the things you need to be aware of right now.”<o:p></o:p></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: 12.0pt; line-height: 107%;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: 12.0pt; line-height: 107%;">While that may seem like distant promises to many people, it’s here now. At Oracle’s OpenWorld 2017 conference, there was an amazing demonstration of everything I mentioned in the last paragraph. The audience was even more amazed when told that all that functionality would be in Oracle Analytics Cloud before OpenWorld 2018. I’m sure the employees of Microsoft, Tableau, QlikView, and others are either busy working on their own technological magic or they’re busier working on their resum</span><span style="font-size: 12.0pt; line-height: 107%; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">é</span><span style="font-size: 12.0pt; line-height: 107%;">s.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Am I Ready for the Future?</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: 12.0pt; line-height: 107%;">Start finding out at <a href="http://epm.bi/Survey">EPM.BI/Survey</a>. Each year, I conduct a global survey of Business Analytics. Last year, I asked over 250 companies how they were doing in the world of reporting, analysis, planning, and consolidation.&nbsp; To participate in this year’s survey, go to </span><a href="http://epm.bi/Survey"><span style="font-size: 12.0pt; line-height: 107%;">EPM.BI/Survey</span></a><span style="font-size: 12.0pt; line-height: 107%;"> and spend 15 minutes answering questions about your State of Business Analytics that you maybe haven’t thought of in years. In exchange for filling in the survey, you’ll be invited to a webcast on January 31, 2018, at 1PM Eastern, where you’ll learn how your BI &amp; EPM (Business Intelligence &amp; Enterprise Performance Management) stacks up against the rest of the world.<o:p></o:p></span></span></div><br /><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">If you have any questions, ask them in the comments or tweet them to me <a href="http://twitter.com/ERoske">@ERoske</a>.</span><b><o:p></o:p></b></span></div></div> Tek-E tag:blogger.com,1999:blog-6610245918564732307.post-8689398933603900491 Wed Nov 29 2017 13:43:00 GMT-0500 (EST) The Biggest Change to Reporting & Analysis in 2018 Won’t Be the Cloud @ERoske @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://looksmarter.blogspot.com/2017/11/Analytics2018.html <div dir="ltr" style="text-align: left;" trbidi="on"><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://1.bp.blogspot.com/-_YiRPfpXbD8/Wh7-Kg_ce7I/AAAAAAAA9Wk/cQ_tHDeevk4DJ4CQEFJ9yuXSkEdC_sMBQCLcBGAs/s1600/cb40-center-intro-analytics-cloud-3669472.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" data-original-height="396" data-original-width="673" height="188" src="https://1.bp.blogspot.com/-_YiRPfpXbD8/Wh7-Kg_ce7I/AAAAAAAA9Wk/cQ_tHDeevk4DJ4CQEFJ9yuXSkEdC_sMBQCLcBGAs/s320/cb40-center-intro-analytics-cloud-3669472.png" width="320" /></span></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;">Screenshot from&nbsp;https://www.oracle.com/solutions/business-analytics/day-by-day.html</span></td></tr></tbody></table><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Companies spent most of 2017 either preparing their journey to the Cloud, getting started on moving their applications to the Cloud, or hoping the whole Cloud thing would go away if we just ignored it long enough (like my late fees at Blockbuster). But in the end, the Cloud isn’t revolutionary: the Cloud just means someone else is managing your server for you. While it’s nice that your servers are now someone else’s problem, there is an actual revolution happening in reporting &amp; analysis and it’s a technology that’s been around for decades.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">The Future of Reporting &amp; Analysis Can Also Take Selfies</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Up to this point, mobile has been an afterthought in the world of reporting &amp; analysis: we design for a laptop first and if something ends up mobile-enabled, that’s a nice-to-have. The commonly held belief is that mobile devices (phones, tablets) are too small of a footprint to show formatted reports or intricate dashboards. That belief is correct in the same way that Microsoft Outlook is way too complex of an application to make reading emails on a mobile device practical… except that most emails in the world are now read on a mobile device. They’re just not using Outlook. We had to rethink of a smaller, faster, easier, more intuitive (sorry, Microsoft) way of consuming information to take email mobile.<o:p></o:p></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Reporting &amp; analysis will also hit that tipping point in 2018 where we ask ourselves simply “what questions do I need answered to make better business decisions faster?” and then our phones will give us exactly that without all the detail a typical report or dashboard provides. Will mobile analytics kill off desktop applications? No more than the desktop killed off paper reports. They all have their place: paper reports are good for quickly looking at a large amount of formatted information, desktops will be good for details (Excel will live on for the foreseeable future), and mobile will take its rightful place as the dominant form of information consumption.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Forget the Past and Pay Attention to the Present</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">The greatest thing about mobile is that everyone has their phone less than six feet from them at all times [you just glanced over at yours to see if I’m right]. But would you ever look at your phone if your screen took a month to update? Traditional reports are very backwards-looking. Your typical Income Statement, for instance, tells you how you spent the last year, it sometimes tells you about the upcoming forecast, but it rarely tells you, “am I making money at this moment?” Just like the dashboard of a car would be awfully useless if it gave you last month’s average gas tank reading – hey, I was 75% full in December! – mobile reports won’t be for looking at historically dated information. Instead, we’ll look to mobile to give us just the information we need to take physical actions now.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">But Why is <i>2018 </i>the Year of Mobile Analytics?</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Quite simply, we didn’t have the technology to support our decisions until now. While we could take reports or dashboards and interact with them on mobile devices, we don’t want to actually perform analytics on our phones. We want the computers doing the analysis for us. While we’ve had data mining for years, it was relegated to high-priced data scientists or not-so-highly-paid analysts.<o:p></o:p></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">We now have artificial intelligence that can look through our data 24/7 and with no guidance from us, determine what drivers correlate with which results. Machine learning can then determine which information it delivers do we truly find useful. And so we don’t have to dig through all the results to find out what the system is trying to tell us, the mobile analytics apps in 2018 will convert complex information into natural language. It will simply tell us in plain English (or your language of choice), “I looked through all your information and here are the things you need to be aware of right now.”<o:p></o:p></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: 12.0pt; line-height: 107%;"><br /></span></span></div><div class="MsoNormal" style="text-align: justify;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: 12.0pt; line-height: 107%;">While that may seem like distant promises to many people, it’s here now. At Oracle’s OpenWorld 2017 conference, there was an amazing demonstration of everything I mentioned in the last paragraph. The audience was even more amazed when told that all that functionality would be in Oracle Analytics Cloud before OpenWorld 2018. I’m sure the employees of Microsoft, Tableau, QlikView, and others are either busy working on their own technological magic or they’re busier working on their resum</span><span style="font-size: 12.0pt; line-height: 107%; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">é</span><span style="font-size: 12.0pt; line-height: 107%;">s.</span></span></div><h2 style="text-align: center;"><b><span style="font-size: 14.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Am I Ready for the Future?</span></span></b></h2><div class="MsoNormal" style="text-align: justify;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: 12.0pt; line-height: 107%;">Start finding out at <a href="http://epm.bi/Survey">EPM.BI/Survey</a>. Each year, I conduct a global survey of Business Analytics. Last year, I asked over 250 companies how they were doing in the world of reporting, analysis, planning, and consolidation.&nbsp; To participate in this year’s survey, go to </span><a href="http://epm.bi/Survey"><span style="font-size: 12.0pt; line-height: 107%;">EPM.BI/Survey</span></a><span style="font-size: 12.0pt; line-height: 107%;"> and spend 15 minutes answering questions about your State of Business Analytics that you maybe haven’t thought of in years. In exchange for filling in the survey, you’ll be invited to a webcast on January 31, 2018, at 1PM Eastern, where you’ll learn how your BI &amp; EPM (Business Intelligence &amp; Enterprise Performance Management) stacks up against the rest of the world.<o:p></o:p></span></span></div><br /><div class="MsoNormal" style="text-align: justify;"><span style="font-size: 12.0pt; line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">If you have any questions, ask them in the comments or tweet them to me <a href="http://twitter.com/ERoske">@ERoske</a>.</span><b><o:p></o:p></b></span></div></div> Tek-E tag:blogger.com,1999:blog-6610245918564732307.post-8689398933603900491 Wed Nov 29 2017 13:43:00 GMT-0500 (EST) Milestone for PBJ (PBCS REST API Java Client) Project: first outside contribution http://www.jasonwjones.com/2017/11/milestone-for-pbj-pbcs-rest-api-java-client-project-first-outside-contribution/ Just a quick note on a fun milestone for the PBJ project: the first code contribution from an outside developer has been merged into the codebase. This is one of the things I love about open source. The PBJ project has a very flexible license (Apache Software License 2.0) and as such it is quite [&#8230;] jason http://www.jasonwjones.com/?p=2013 Wed Nov 29 2017 12:54:44 GMT-0500 (EST) Milestone for PBJ (PBCS REST API Java Client) Project: first outside contribution @jwj @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.jasonwjones.com/2017/11/milestone-for-pbj-pbcs-rest-api-java-client-project-first-outside-contribution/ Just a quick note on a fun milestone for the PBJ project: the first code contribution from an outside developer has been merged into the codebase. This is one of the things I love about open source. The PBJ project has a very flexible license (Apache Software License 2.0) and as such it is quite [&#8230;] jason http://www.jasonwjones.com/?p=2013 Wed Nov 29 2017 12:54:44 GMT-0500 (EST) Explore Migration REST API - Oracle PBCS with Groovy flavor !!! http://onlyhyperion.blogspot.com/2017/11/explore-migration-rest-api-oracle-pbcs.html <div dir="ltr" style="text-align: left;" trbidi="on">I hope you have enjoyed the <a href="http://onlyhyperion.blogspot.in/2017/09/Finally-REST-on-Oracle-PBCS.html" target="_blank">Introduction</a> and the <a href="http://onlyhyperion.blogspot.in/2017/10/planning-rest-api-oracle-pbcs.html" target="_blank">Planning REST API</a> posts which were posted earlier. Lets explore the Migration related REST API for the Oracle PBCS in this post.<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-a4wmhJiRGt8/We7x1mYP3pI/AAAAAAAAa44/SniwLby3uxUgOAJ_WYa6GhGcuw3UNXA8ACLcBGAs/s1600/Thumbnail.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="165" data-original-width="294" height="358" src="https://3.bp.blogspot.com/-a4wmhJiRGt8/We7x1mYP3pI/AAAAAAAAa44/SniwLby3uxUgOAJ_WYa6GhGcuw3UNXA8ACLcBGAs/s640/Thumbnail.png" width="640" /></a></div><br /><br /><h2 style="text-align: left;"><b><u>Migration REST APIs</u></b></h2><div><b><u><br /></u></b></div>Use the Migration REST APIs to get API versions, work with files, and manage<br />services and application snapshots.<br /><br /><a name='more'></a><br /><br /><h3 style="text-align: left;">1.Getting API Versions for Migration APIs</h3><div>This function will retrieve the information about the available Migration API version.</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-r5PSQlflXwo/WgLUEMdBXVI/AAAAAAAAa9Y/BuTnHzhTgooXA24jNiQLn1e-gli4K6N8wCLcBGAs/s1600/1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="530" data-original-width="661" height="512" src="https://1.bp.blogspot.com/-r5PSQlflXwo/WgLUEMdBXVI/AAAAAAAAa9Y/BuTnHzhTgooXA24jNiQLn1e-gli4K6N8wCLcBGAs/s640/1.jpg" width="640" /></a></div><div class="separator" style="clear: both; text-align: left;">Output of the Program</div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-k_K34ph7VsY/WgLUEHxslEI/AAAAAAAAa9c/Ecua5ZaQq5IV4YWZujDwzymyngAqHNpyACLcBGAs/s1600/2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="167" data-original-width="682" height="156" src="https://3.bp.blogspot.com/-k_K34ph7VsY/WgLUEHxslEI/AAAAAAAAa9c/Ecua5ZaQq5IV4YWZujDwzymyngAqHNpyACLcBGAs/s640/2.jpg" width="640" /></a></div><h3 style="text-align: left;"><br />2. Get Information About a Specific REST API Version for Migration</h3>This function returns information about the specific version<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-Hz9jdXl66Bw/WgLhny2BP6I/AAAAAAAAa9s/R97wKXLjbKkgrCKdqpg55z9PmHmFOWeKgCLcBGAs/s1600/3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="529" data-original-width="658" height="514" src="https://3.bp.blogspot.com/-Hz9jdXl66Bw/WgLhny2BP6I/AAAAAAAAa9s/R97wKXLjbKkgrCKdqpg55z9PmHmFOWeKgCLcBGAs/s640/3.jpg" width="640" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">Output of the program&nbsp;</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-pMOTQH9Fzek/WgLhn5IhvoI/AAAAAAAAa9w/uVjW9Csu9PcZiycYnM7z15c6-ic2qvrJwCLcBGAs/s1600/4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="336" data-original-width="799" height="268" src="https://1.bp.blogspot.com/-pMOTQH9Fzek/WgLhn5IhvoI/AAAAAAAAa9w/uVjW9Csu9PcZiycYnM7z15c6-ic2qvrJwCLcBGAs/s640/4.jpg" width="640" /></a></div><br /><h3 style="text-align: left;">3.Upload and Download Files</h3><div><h4 style="text-align: left;">3.1 Download</h4><div><div>Downloads an application snapshot from the Oracle Planning and Budgeting Cloud<br />repository to the local environment.</div></div><div><br /></div><div><b>Pasting the code since couldn't capture it as a screenshot.</b></div><div><div><br /></div><div>// Download File Function</div><div>def downloadFile(filename) {</div><div>def url;</div><div>try {</div><div>String encodedFileName = URLEncoder.encode(filename, "UTF-8");</div><div>url = new URL(serverUrl + "/interop/rest/" + apiVersion + "/applicationsnapshots/" + encodedFileName + "/contents");</div><div>} catch (MalformedURLException e) {</div><div>println "Malformed URL. Please pass valid URL"</div><div>System.exit(0);</div><div>}</div><div>HttpURLConnection connection = (HttpURLConnection) url.openConnection();</div><div>connection.setDoOutput(true);</div><div>connection.setDoInput(true);</div><div>connection.setUseCaches(false);</div><div>connection.setRequestMethod("GET");</div><div>connection.setRequestProperty("Authorization", basicAuth);</div><div>int statusCode</div><div>try {</div><div>statusCode = connection.responseCode;</div><div>} catch (all) {</div><div>println "Error connecting to the URL"</div><div>System.exit(0);</div><div>}</div><div>if (statusCode == 200) {</div><div>InputStream is;</div><div>if (connection.getContentType() != null &amp;&amp; connection.getContentType().contains("application/json")) {</div><div>is = connection.getInputStream();</div><div>if (is != null) {</div><div>response = fetchResponse(is)</div><div>def object = new JsonSlurper().parseText(response)</div><div>println "Error occurred while downloading file"</div><div>if (object.details != null)</div><div>println "Error details: " + object.details</div><div>}</div><div>} else {</div><div>final int BUFFER_SIZE = 5 * 1024 * 1024;</div><div>saveFilePath = path + filename</div><div>File f = new File(saveFilePath);</div><div>is = connection.getInputStream();</div><div>FileOutputStream outputStream = new FileOutputStream(f);</div><div>int bytesRead = -1;</div><div>byte[] buffer = new byte[BUFFER_SIZE];</div><div>while ((bytesRead = is.read(buffer)) != -1) {</div><div>outputStream.write(buffer, 0, bytesRead);</div><div>}</div><div>println "Downloaded "&nbsp; + filename + " successfully";</div><div>}</div><div>} else {</div><div>println "Error occurred while executing request"</div><div>println "Response error code : " + statusCode</div><div>InputStream is = connection.getErrorStream();</div><div>if (is != null &amp;&amp; connection.getContentType() != null &amp;&amp;</div><div>connection.getContentType().startsWith("application/json"))</div><div>println fetchJobStatusFromResponse(fetchResponse(is))</div><div>System.exit(0);</div><div>}</div><div>connection.disconnect();</div><div>}</div></div><div><br /></div><div><b>Specifying the file name to download</b></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-cgb-y8b6juQ/WgrEiEqhNDI/AAAAAAAAa-o/CD6FqdpmQ7w3ucbcqs-IrKS46sEXxnV_wCLcBGAs/s1600/5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="85" data-original-width="474" height="114" src="https://3.bp.blogspot.com/-cgb-y8b6juQ/WgrEiEqhNDI/AAAAAAAAa-o/CD6FqdpmQ7w3ucbcqs-IrKS46sEXxnV_wCLcBGAs/s640/5.jpg" width="640" /></a></div><b>&nbsp;Output of the Program</b><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-vO-9Jb_9pLw/WgrEj4DFeBI/AAAAAAAAa-s/Ld6smMi-V6wI2labkXmqCWJFE9C1eVJgwCLcBGAs/s1600/6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="82" data-original-width="359" height="146" src="https://2.bp.blogspot.com/-vO-9Jb_9pLw/WgrEj4DFeBI/AAAAAAAAa-s/Ld6smMi-V6wI2labkXmqCWJFE9C1eVJgwCLcBGAs/s640/6.jpg" width="640" /></a></div><div><b><br /></b></div><div><br /></div><h4 style="text-align: left;">3.2 Upload</h4><br /><h3 style="text-align: left;">4. View and Delete Files</h3></div><div>Use these REST APIs to list and delete files.</div><h4 style="text-align: left;">4.1 List Files</h4><div>Lists the files in the Oracle Planning and Budgeting Cloud repository and returns information about the available file and application snapshots. It provides details such as name, type, size and last modified time. Size and last modified are not available for LCM snapshots.</div><div><br /></div><div>Function to list the files</div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-KfJ2ZCgAwpo/Wgw6gRoU58I/AAAAAAAAa-8/KJXNaLchSzYWZBJ4J_db_aAxqVACw9HzQCLcBGAs/s1600/7.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="619" data-original-width="744" height="532" src="https://3.bp.blogspot.com/-KfJ2ZCgAwpo/Wgw6gRoU58I/AAAAAAAAa-8/KJXNaLchSzYWZBJ4J_db_aAxqVACw9HzQCLcBGAs/s640/7.jpg" width="640" /></a></div><div><br /></div><div>Output of the Program</div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-5jzcnrwS6Ck/Wgw6nBeEZoI/AAAAAAAAa_A/fdOUcN6qIwU3Y7G19vtvYFfiIuV0n61WACLcBGAs/s1600/8.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="508" data-original-width="974" height="332" src="https://4.bp.blogspot.com/-5jzcnrwS6Ck/Wgw6nBeEZoI/AAAAAAAAa_A/fdOUcN6qIwU3Y7G19vtvYFfiIuV0n61WACLcBGAs/s640/8.jpg" width="640" /></a></div><div><br /></div><h4 style="text-align: left;">4.2 Delete Files</h4><div>Deletes a file from the Oracle Planning and Budgeting Cloud repository.</div><div><br /></div><div>Function to delete a file</div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-1f_KLRcGBww/Wgw-413MMWI/AAAAAAAAa_M/KXrA0mOvWsgYTmXny5kLCwMtQoD_wpRuQCLcBGAs/s1600/9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="352" data-original-width="865" height="260" src="https://2.bp.blogspot.com/-1f_KLRcGBww/Wgw-413MMWI/AAAAAAAAa_M/KXrA0mOvWsgYTmXny5kLCwMtQoD_wpRuQCLcBGAs/s640/9.jpg" width="640" /></a></div><div><br /></div><div>Output of the Program</div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-LOYHcbwyLWY/Wgw_A67yLcI/AAAAAAAAa_Q/MUwIoxlgXoQCa_kYYIJN0gJWec4t4obXQCLcBGAs/s1600/10.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="87" data-original-width="352" height="158" src="https://3.bp.blogspot.com/-LOYHcbwyLWY/Wgw_A67yLcI/AAAAAAAAa_Q/MUwIoxlgXoQCa_kYYIJN0gJWec4t4obXQCLcBGAs/s640/10.jpg" width="640" /></a></div><div><br /></div><h3 style="text-align: left;">5. Manage Services</h3><div>You can manage all available services using the following REST resources</div><div><br /></div><h4 style="text-align: left;">5.1 Get Information About All Services</h4><div>Returns information about all services that you can perform in an Oracle Planning and Budgeting Cloud instance.</div><div><br /></div><div>Function to get migration services</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-O9tnSjRApN8/WgxBNDCI9KI/AAAAAAAAa_c/OQ1nEukqETARthUI29DEhBFfAYwXXM8ggCLcBGAs/s1600/11.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="544" data-original-width="620" height="560" src="https://1.bp.blogspot.com/-O9tnSjRApN8/WgxBNDCI9KI/AAAAAAAAa_c/OQ1nEukqETARthUI29DEhBFfAYwXXM8ggCLcBGAs/s640/11.jpg" width="640" /></a></div><div><br /></div><div>Output of the Program</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-jX4nyOSW71o/WgxBS7l-yaI/AAAAAAAAa_g/vCu3ODUfNEQYpCqPieXGbWa7IY6VDgMeACLcBGAs/s1600/12.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="217" data-original-width="838" height="164" src="https://1.bp.blogspot.com/-jX4nyOSW71o/WgxBS7l-yaI/AAAAAAAAa_g/vCu3ODUfNEQYpCqPieXGbWa7IY6VDgMeACLcBGAs/s640/12.jpg" width="640" /></a></div><div>If you run the same program with the&nbsp;<b>url = new URL(serverUrl + "/interop/rest/" + apiVersion)</b><br />It does give you this output.<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-zYSqaP8jV-c/Wg10H8VyjsI/AAAAAAAAa_8/6oOLU7Tm8kk9CWZlEqDyNXMCSn9gAvjzwCLcBGAs/s1600/13.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="354" data-original-width="839" height="270" src="https://4.bp.blogspot.com/-zYSqaP8jV-c/Wg10H8VyjsI/AAAAAAAAa_8/6oOLU7Tm8kk9CWZlEqDyNXMCSn9gAvjzwCLcBGAs/s640/13.jpg" width="640" /></a></div><br /><br /></div><h4 style="text-align: left;">5.2 Run Recreate on a Service</h4><div>Recreates an Oracle Planning and Budgeting Cloud instance environment and sets it to its base settings.</div><div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-IH4zCvnnmEo/Wg2J8lKS6WI/AAAAAAAAbA0/9dveoMkdsaIeLlHq5wMtt2yuEFJgc2mLQCLcBGAs/s1600/14.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="339" data-original-width="965" height="224" src="https://1.bp.blogspot.com/-IH4zCvnnmEo/Wg2J8lKS6WI/AAAAAAAAbA0/9dveoMkdsaIeLlHq5wMtt2yuEFJgc2mLQCLcBGAs/s640/14.jpg" width="640" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div><br />Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-0Q0-k0_2TJM/Wg2DPMNPlHI/AAAAAAAAbAY/ae9k_mqT1sMiRYuQs4GkLseY1IZxcSh4QCLcBGAs/s1600/15.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="107" data-original-width="975" height="70" src="https://2.bp.blogspot.com/-0Q0-k0_2TJM/Wg2DPMNPlHI/AAAAAAAAbAY/ae9k_mqT1sMiRYuQs4GkLseY1IZxcSh4QCLcBGAs/s640/15.jpg" width="640" /></a></div><br /></div><h4 style="text-align: left;">5.3 Restart the Service Instance&nbsp;</h4><div>Function to restarts the service instance.<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-2g6octsKnzY/Wg2FqdFEp4I/AAAAAAAAbAk/3shL-9fNG2w1u9kBSWXHzoYCnUMi-WVCQCLcBGAs/s1600/16.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="393" data-original-width="980" height="256" src="https://2.bp.blogspot.com/-2g6octsKnzY/Wg2FqdFEp4I/AAAAAAAAbAk/3shL-9fNG2w1u9kBSWXHzoYCnUMi-WVCQCLcBGAs/s640/16.jpg" width="640" /></a></div><br />Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-aFQCwO-k-AE/Wg2GABJCu2I/AAAAAAAAbAo/HRd7VSq3iesxqyEGODXwDyLRS6EHboh3wCLcBGAs/s1600/17.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="143" data-original-width="977" height="92" src="https://2.bp.blogspot.com/-aFQCwO-k-AE/Wg2GABJCu2I/AAAAAAAAbAo/HRd7VSq3iesxqyEGODXwDyLRS6EHboh3wCLcBGAs/s640/17.jpg" width="640" /></a></div><br /></div><div><br /></div><h3 style="text-align: left;">6.Manage Application Snapshots</h3><div>You can manage the file system artifacts or application snapshots using the following REST resources.</div><div><br /></div><h4 style="text-align: left;">6.1 Get Information About All Application Snapshots&nbsp;</h4><div>This API returns information about all application snapshots that are available in an Oracle Planning and Budgeting Cloud instance. It provides details such as name, type, size, and last modified time. Type signifies whether it is a Migration snapshot or an external snapshot. Size and last modified time are not available for Migration type snapshots.</div><div><br />Function to get the details<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-SFhUt1V2gtc/Wg7oLkZ01oI/AAAAAAAAbBY/WnfwA2M87-Y-w8bYFLOk8EZz4uaqd8ErgCLcBGAs/s1600/20.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="596" data-original-width="666" height="572" src="https://2.bp.blogspot.com/-SFhUt1V2gtc/Wg7oLkZ01oI/AAAAAAAAbBY/WnfwA2M87-Y-w8bYFLOk8EZz4uaqd8ErgCLcBGAs/s640/20.jpg" width="640" /></a></div><br /><br />Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-nsjGpVk-6ig/Wg7oRol7yHI/AAAAAAAAbBc/n0gW59a7ZAUUNXe-8s4yCt4LP2AALJtUACLcBGAs/s1600/21.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="486" data-original-width="619" src="https://4.bp.blogspot.com/-nsjGpVk-6ig/Wg7oRol7yHI/AAAAAAAAbBc/n0gW59a7ZAUUNXe-8s4yCt4LP2AALJtUACLcBGAs/s1600/21.jpg" /></a></div><div class="separator" style="clear: both; text-align: center;"></div><br /></div><h4 style="text-align: left;">6.2 Get Information About a Specific Application Snapshot</h4><div>Returns information about all the operations that can be performed on a particular application snapshot. It provides details on operations such as Migration import and export, upload, download, and delete.</div><div><br />Function to retrieve the information about a specific snapshot<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-ctwBqvGYk0s/Wg7ZeA3WzLI/AAAAAAAAbBE/ujejufGg28s0KglAiu6dIAsVcpXOKPeOQCLcBGAs/s1600/18.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="601" data-original-width="802" height="478" src="https://1.bp.blogspot.com/-ctwBqvGYk0s/Wg7ZeA3WzLI/AAAAAAAAbBE/ujejufGg28s0KglAiu6dIAsVcpXOKPeOQCLcBGAs/s640/18.jpg" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div>&nbsp;Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Pn7L592RGgQ/Wg7Zf5dQ4mI/AAAAAAAAbBI/b6ekI-E6wQohKteoqJXCALc8w5yGY4RwACLcBGAs/s1600/19.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="607" data-original-width="1366" height="284" src="https://4.bp.blogspot.com/-Pn7L592RGgQ/Wg7Zf5dQ4mI/AAAAAAAAbBI/b6ekI-E6wQohKteoqJXCALc8w5yGY4RwACLcBGAs/s640/19.jpg" width="640" /></a></div><br /><br /></div><h3 style="text-align: left;">7. Use the Application Snapshot Service&nbsp;</h3><div><br /></div><h4 style="text-align: left;">7.1 Upload Application Snapshot&nbsp;</h4><div style="text-align: left;">This is already covered under upload, use the same function to upload a snapshot.</div><h4 style="text-align: left;">7.2 Download Application Snapshot</h4><h4 style="text-align: left;"><span style="font-weight: normal;"> This is already covered under download , use the same function to upload a snapshot.</span></h4><h4 style="text-align: left;"><br />7.2 Copy Application Snapshot&nbsp;</h4><div>This API copies a snapshot of one Oracle Planning and Budgeting Cloud environment (source) to another Oracle Planning and Budgeting Cloud environment (target).<br /><br />This API is executed on the target environment after details are provided for the source environment from which the snapshot is to be copied.<br /><br /><b>Prerequisites:</b> The password of the source EPM Cloud environment must have already been encrypted using EPM Automate. The encrypted password.epw file must then passed as one of the parameters for the copysnapshot REST API.<br /><br />Function to call CopySnapsot<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-keR6Xuu5FDg/Wh6z0hslYjI/AAAAAAAAbDc/kkM-G6r4MH0QC2yb0ZIKe46FhX4ly84uQCLcBGAs/s1600/27.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="474" data-original-width="996" height="302" src="https://3.bp.blogspot.com/-keR6Xuu5FDg/Wh6z0hslYjI/AAAAAAAAbDc/kkM-G6r4MH0QC2yb0ZIKe46FhX4ly84uQCLcBGAs/s640/27.jpg" width="640" /></a></div>&nbsp;Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-cS9-J8hE7mw/Wh6z18bzOzI/AAAAAAAAbDg/8p5yKK3N1Mg0TyEi1N80_MMSvQqfXM_NgCLcBGAs/s1600/26.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="169" data-original-width="977" height="110" src="https://2.bp.blogspot.com/-cS9-J8hE7mw/Wh6z18bzOzI/AAAAAAAAbDg/8p5yKK3N1Mg0TyEi1N80_MMSvQqfXM_NgCLcBGAs/s640/26.jpg" width="640" /></a></div><br />Make sure you have the Snapshot by the name "GroovyCopy" in the Source and no snapshot with the same exists in the Target.<br /><br /><br /></div><div><h3 style="text-align: left;">8. Provide Feedback</h3></div><div>This feedback service sends feedback or reports an issue to Oracle</div><div><br /></div><div>Function to provide feedback</div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-0phJc0CvfKQ/WhLGKNZ5onI/AAAAAAAAbCQ/NhVA7Hyk69AQbCkL_WGt2UCUg4qy48LIwCLcBGAs/s1600/22.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="23" data-original-width="308" height="47" src="https://4.bp.blogspot.com/-0phJc0CvfKQ/WhLGKNZ5onI/AAAAAAAAbCQ/NhVA7Hyk69AQbCkL_WGt2UCUg4qy48LIwCLcBGAs/s640/22.jpg" width="640" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-7tdMza4WVOQ/WhLGKFBS_fI/AAAAAAAAbCU/isjmvzBjUlIgSl6pC86YVl-QBBm52MAYQCLcBGAs/s1600/23.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="414" data-original-width="637" height="414" src="https://2.bp.blogspot.com/-7tdMza4WVOQ/WhLGKFBS_fI/AAAAAAAAbCU/isjmvzBjUlIgSl6pC86YVl-QBBm52MAYQCLcBGAs/s640/23.jpg" width="640" /></a></div><div><br /></div><div>It will shoot an email to all the stakeholders as shown below,</div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-O2vqIcZDcoo/WhLGwzMOfMI/AAAAAAAAbCc/iVTz5KZ3kFUSdrNITWg2Gpvl6rQVK_7qACLcBGAs/s1600/24.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="401" data-original-width="1366" height="186" src="https://3.bp.blogspot.com/-O2vqIcZDcoo/WhLGwzMOfMI/AAAAAAAAbCc/iVTz5KZ3kFUSdrNITWg2Gpvl6rQVK_7qACLcBGAs/s640/24.jpg" width="640" /></a></div><div><br /></div><h3 style="text-align: left;">9. LCM Export</h3><div>Initiates a repeat export of a Migration artifact based on the settings that were used to export artifacts using the Migration artifact export screen.</div><div><br />Function<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-pmn-yFacL8w/Wh61OrlLH_I/AAAAAAAAbDs/DgalkB1HUvcS070Y67sh5kwqyaS2T4aCQCLcBGAs/s1600/28.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="270" data-original-width="1071" height="160" src="https://3.bp.blogspot.com/-pmn-yFacL8w/Wh61OrlLH_I/AAAAAAAAbDs/DgalkB1HUvcS070Y67sh5kwqyaS2T4aCQCLcBGAs/s640/28.jpg" width="640" /></a></div><br />Output<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-y-ZALAzmyOM/Wh62oNuhHGI/AAAAAAAAbD4/7FM4Sc4d2igojztP5HQTMN7zZDZTlXsUACLcBGAs/s1600/30.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="78" data-original-width="407" height="122" src="https://2.bp.blogspot.com/-y-ZALAzmyOM/Wh62oNuhHGI/AAAAAAAAbD4/7FM4Sc4d2igojztP5HQTMN7zZDZTlXsUACLcBGAs/s640/30.jpg" width="640" /></a></div><br /></div><h3 style="text-align: left;">10. LCM Import &nbsp;</h3><div>Initiates import of a Migration snapshot so that the contents of the application snapshot are imported into the application.</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-uAE7m5P0Mqk/Wh62tCV1gwI/AAAAAAAAbD8/NH0QHB5r8Z8VzBvoliZZzOrmGqCHCH9GwCLcBGAs/s1600/29.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="286" data-original-width="1026" height="178" src="https://1.bp.blogspot.com/-uAE7m5P0Mqk/Wh62tCV1gwI/AAAAAAAAbD8/NH0QHB5r8Z8VzBvoliZZzOrmGqCHCH9GwCLcBGAs/s640/29.jpg" width="640" /></a></div><br /></div><div>Output<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-3Nyn8eD1ncw/Wh620LY6hFI/AAAAAAAAbEA/xeNjXwKJMqcF1smq2HLdVAFViMcfnzCkQCLcBGAs/s1600/30.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="78" data-original-width="407" height="122" src="https://1.bp.blogspot.com/-3Nyn8eD1ncw/Wh620LY6hFI/AAAAAAAAbEA/xeNjXwKJMqcF1smq2HLdVAFViMcfnzCkQCLcBGAs/s640/30.jpg" width="640" /></a></div><br /></div><div>Will continue this series with Data Management in the next post, until then have a good time with Oracle PBCS !!!!</div></div> Dayalan Punniyamoorthy tag:blogger.com,1999:blog-8461568663053917221.post-3103278901404530346 Wed Nov 29 2017 08:34:00 GMT-0500 (EST) Explore Migration REST API - Oracle PBCS with Groovy flavor !!! @pdayalan @orclEPMblogs http://onlyhyperion.blogspot.com/2017/11/explore-migration-rest-api-oracle-pbcs.html <div dir="ltr" style="text-align: left;" trbidi="on">I hope you have enjoyed the <a href="http://onlyhyperion.blogspot.in/2017/09/Finally-REST-on-Oracle-PBCS.html" target="_blank">Introduction</a> and the <a href="http://onlyhyperion.blogspot.in/2017/10/planning-rest-api-oracle-pbcs.html" target="_blank">Planning REST API</a> posts which were posted earlier. Lets explore the Migration related REST API for the Oracle PBCS in this post.<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-a4wmhJiRGt8/We7x1mYP3pI/AAAAAAAAa44/SniwLby3uxUgOAJ_WYa6GhGcuw3UNXA8ACLcBGAs/s1600/Thumbnail.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="165" data-original-width="294" height="358" src="https://3.bp.blogspot.com/-a4wmhJiRGt8/We7x1mYP3pI/AAAAAAAAa44/SniwLby3uxUgOAJ_WYa6GhGcuw3UNXA8ACLcBGAs/s640/Thumbnail.png" width="640" /></a></div><br /><br /><h2 style="text-align: left;"><b><u>Migration REST APIs</u></b></h2><div><b><u><br /></u></b></div>Use the Migration REST APIs to get API versions, work with files, and manage<br />services and application snapshots.<br /><br /><a name='more'></a><br /><br /><h3 style="text-align: left;">1.Getting API Versions for Migration APIs</h3><div>This function will retrieve the information about the available Migration API version.</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-r5PSQlflXwo/WgLUEMdBXVI/AAAAAAAAa9Y/BuTnHzhTgooXA24jNiQLn1e-gli4K6N8wCLcBGAs/s1600/1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="530" data-original-width="661" height="512" src="https://1.bp.blogspot.com/-r5PSQlflXwo/WgLUEMdBXVI/AAAAAAAAa9Y/BuTnHzhTgooXA24jNiQLn1e-gli4K6N8wCLcBGAs/s640/1.jpg" width="640" /></a></div><div class="separator" style="clear: both; text-align: left;">Output of the Program</div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-k_K34ph7VsY/WgLUEHxslEI/AAAAAAAAa9c/Ecua5ZaQq5IV4YWZujDwzymyngAqHNpyACLcBGAs/s1600/2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="167" data-original-width="682" height="156" src="https://3.bp.blogspot.com/-k_K34ph7VsY/WgLUEHxslEI/AAAAAAAAa9c/Ecua5ZaQq5IV4YWZujDwzymyngAqHNpyACLcBGAs/s640/2.jpg" width="640" /></a></div><h3 style="text-align: left;"><br />2. Get Information About a Specific REST API Version for Migration</h3>This function returns information about the specific version<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-Hz9jdXl66Bw/WgLhny2BP6I/AAAAAAAAa9s/R97wKXLjbKkgrCKdqpg55z9PmHmFOWeKgCLcBGAs/s1600/3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="529" data-original-width="658" height="514" src="https://3.bp.blogspot.com/-Hz9jdXl66Bw/WgLhny2BP6I/AAAAAAAAa9s/R97wKXLjbKkgrCKdqpg55z9PmHmFOWeKgCLcBGAs/s640/3.jpg" width="640" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">Output of the program&nbsp;</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-pMOTQH9Fzek/WgLhn5IhvoI/AAAAAAAAa9w/uVjW9Csu9PcZiycYnM7z15c6-ic2qvrJwCLcBGAs/s1600/4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="336" data-original-width="799" height="268" src="https://1.bp.blogspot.com/-pMOTQH9Fzek/WgLhn5IhvoI/AAAAAAAAa9w/uVjW9Csu9PcZiycYnM7z15c6-ic2qvrJwCLcBGAs/s640/4.jpg" width="640" /></a></div><br /><h3 style="text-align: left;">3.Upload and Download Files</h3><div><h4 style="text-align: left;">3.1 Download</h4><div><div>Downloads an application snapshot from the Oracle Planning and Budgeting Cloud<br />repository to the local environment.</div></div><div><br /></div><div><b>Pasting the code since couldn't capture it as a screenshot.</b></div><div><div><br /></div><div>// Download File Function</div><div>def downloadFile(filename) {</div><div>def url;</div><div>try {</div><div>String encodedFileName = URLEncoder.encode(filename, "UTF-8");</div><div>url = new URL(serverUrl + "/interop/rest/" + apiVersion + "/applicationsnapshots/" + encodedFileName + "/contents");</div><div>} catch (MalformedURLException e) {</div><div>println "Malformed URL. Please pass valid URL"</div><div>System.exit(0);</div><div>}</div><div>HttpURLConnection connection = (HttpURLConnection) url.openConnection();</div><div>connection.setDoOutput(true);</div><div>connection.setDoInput(true);</div><div>connection.setUseCaches(false);</div><div>connection.setRequestMethod("GET");</div><div>connection.setRequestProperty("Authorization", basicAuth);</div><div>int statusCode</div><div>try {</div><div>statusCode = connection.responseCode;</div><div>} catch (all) {</div><div>println "Error connecting to the URL"</div><div>System.exit(0);</div><div>}</div><div>if (statusCode == 200) {</div><div>InputStream is;</div><div>if (connection.getContentType() != null &amp;&amp; connection.getContentType().contains("application/json")) {</div><div>is = connection.getInputStream();</div><div>if (is != null) {</div><div>response = fetchResponse(is)</div><div>def object = new JsonSlurper().parseText(response)</div><div>println "Error occurred while downloading file"</div><div>if (object.details != null)</div><div>println "Error details: " + object.details</div><div>}</div><div>} else {</div><div>final int BUFFER_SIZE = 5 * 1024 * 1024;</div><div>saveFilePath = path + filename</div><div>File f = new File(saveFilePath);</div><div>is = connection.getInputStream();</div><div>FileOutputStream outputStream = new FileOutputStream(f);</div><div>int bytesRead = -1;</div><div>byte[] buffer = new byte[BUFFER_SIZE];</div><div>while ((bytesRead = is.read(buffer)) != -1) {</div><div>outputStream.write(buffer, 0, bytesRead);</div><div>}</div><div>println "Downloaded "&nbsp; + filename + " successfully";</div><div>}</div><div>} else {</div><div>println "Error occurred while executing request"</div><div>println "Response error code : " + statusCode</div><div>InputStream is = connection.getErrorStream();</div><div>if (is != null &amp;&amp; connection.getContentType() != null &amp;&amp;</div><div>connection.getContentType().startsWith("application/json"))</div><div>println fetchJobStatusFromResponse(fetchResponse(is))</div><div>System.exit(0);</div><div>}</div><div>connection.disconnect();</div><div>}</div></div><div><br /></div><div><b>Specifying the file name to download</b></div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-cgb-y8b6juQ/WgrEiEqhNDI/AAAAAAAAa-o/CD6FqdpmQ7w3ucbcqs-IrKS46sEXxnV_wCLcBGAs/s1600/5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="85" data-original-width="474" height="114" src="https://3.bp.blogspot.com/-cgb-y8b6juQ/WgrEiEqhNDI/AAAAAAAAa-o/CD6FqdpmQ7w3ucbcqs-IrKS46sEXxnV_wCLcBGAs/s640/5.jpg" width="640" /></a></div><b>&nbsp;Output of the Program</b><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-vO-9Jb_9pLw/WgrEj4DFeBI/AAAAAAAAa-s/Ld6smMi-V6wI2labkXmqCWJFE9C1eVJgwCLcBGAs/s1600/6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="82" data-original-width="359" height="146" src="https://2.bp.blogspot.com/-vO-9Jb_9pLw/WgrEj4DFeBI/AAAAAAAAa-s/Ld6smMi-V6wI2labkXmqCWJFE9C1eVJgwCLcBGAs/s640/6.jpg" width="640" /></a></div><div><b><br /></b></div><div><br /></div><h4 style="text-align: left;">3.2 Upload</h4><br /><h3 style="text-align: left;">4. View and Delete Files</h3></div><div>Use these REST APIs to list and delete files.</div><h4 style="text-align: left;">4.1 List Files</h4><div>Lists the files in the Oracle Planning and Budgeting Cloud repository and returns information about the available file and application snapshots. It provides details such as name, type, size and last modified time. Size and last modified are not available for LCM snapshots.</div><div><br /></div><div>Function to list the files</div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-KfJ2ZCgAwpo/Wgw6gRoU58I/AAAAAAAAa-8/KJXNaLchSzYWZBJ4J_db_aAxqVACw9HzQCLcBGAs/s1600/7.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="619" data-original-width="744" height="532" src="https://3.bp.blogspot.com/-KfJ2ZCgAwpo/Wgw6gRoU58I/AAAAAAAAa-8/KJXNaLchSzYWZBJ4J_db_aAxqVACw9HzQCLcBGAs/s640/7.jpg" width="640" /></a></div><div><br /></div><div>Output of the Program</div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-5jzcnrwS6Ck/Wgw6nBeEZoI/AAAAAAAAa_A/fdOUcN6qIwU3Y7G19vtvYFfiIuV0n61WACLcBGAs/s1600/8.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="508" data-original-width="974" height="332" src="https://4.bp.blogspot.com/-5jzcnrwS6Ck/Wgw6nBeEZoI/AAAAAAAAa_A/fdOUcN6qIwU3Y7G19vtvYFfiIuV0n61WACLcBGAs/s640/8.jpg" width="640" /></a></div><div><br /></div><h4 style="text-align: left;">4.2 Delete Files</h4><div>Deletes a file from the Oracle Planning and Budgeting Cloud repository.</div><div><br /></div><div>Function to delete a file</div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-1f_KLRcGBww/Wgw-413MMWI/AAAAAAAAa_M/KXrA0mOvWsgYTmXny5kLCwMtQoD_wpRuQCLcBGAs/s1600/9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="352" data-original-width="865" height="260" src="https://2.bp.blogspot.com/-1f_KLRcGBww/Wgw-413MMWI/AAAAAAAAa_M/KXrA0mOvWsgYTmXny5kLCwMtQoD_wpRuQCLcBGAs/s640/9.jpg" width="640" /></a></div><div><br /></div><div>Output of the Program</div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-LOYHcbwyLWY/Wgw_A67yLcI/AAAAAAAAa_Q/MUwIoxlgXoQCa_kYYIJN0gJWec4t4obXQCLcBGAs/s1600/10.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="87" data-original-width="352" height="158" src="https://3.bp.blogspot.com/-LOYHcbwyLWY/Wgw_A67yLcI/AAAAAAAAa_Q/MUwIoxlgXoQCa_kYYIJN0gJWec4t4obXQCLcBGAs/s640/10.jpg" width="640" /></a></div><div><br /></div><h3 style="text-align: left;">5. Manage Services</h3><div>You can manage all available services using the following REST resources</div><div><br /></div><h4 style="text-align: left;">5.1 Get Information About All Services</h4><div>Returns information about all services that you can perform in an Oracle Planning and Budgeting Cloud instance.</div><div><br /></div><div>Function to get migration services</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-O9tnSjRApN8/WgxBNDCI9KI/AAAAAAAAa_c/OQ1nEukqETARthUI29DEhBFfAYwXXM8ggCLcBGAs/s1600/11.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="544" data-original-width="620" height="560" src="https://1.bp.blogspot.com/-O9tnSjRApN8/WgxBNDCI9KI/AAAAAAAAa_c/OQ1nEukqETARthUI29DEhBFfAYwXXM8ggCLcBGAs/s640/11.jpg" width="640" /></a></div><div><br /></div><div>Output of the Program</div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-jX4nyOSW71o/WgxBS7l-yaI/AAAAAAAAa_g/vCu3ODUfNEQYpCqPieXGbWa7IY6VDgMeACLcBGAs/s1600/12.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="217" data-original-width="838" height="164" src="https://1.bp.blogspot.com/-jX4nyOSW71o/WgxBS7l-yaI/AAAAAAAAa_g/vCu3ODUfNEQYpCqPieXGbWa7IY6VDgMeACLcBGAs/s640/12.jpg" width="640" /></a></div><div>If you run the same program with the&nbsp;<b>url = new URL(serverUrl + "/interop/rest/" + apiVersion)</b><br />It does give you this output.<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-zYSqaP8jV-c/Wg10H8VyjsI/AAAAAAAAa_8/6oOLU7Tm8kk9CWZlEqDyNXMCSn9gAvjzwCLcBGAs/s1600/13.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="354" data-original-width="839" height="270" src="https://4.bp.blogspot.com/-zYSqaP8jV-c/Wg10H8VyjsI/AAAAAAAAa_8/6oOLU7Tm8kk9CWZlEqDyNXMCSn9gAvjzwCLcBGAs/s640/13.jpg" width="640" /></a></div><br /><br /></div><h4 style="text-align: left;">5.2 Run Recreate on a Service</h4><div>Recreates an Oracle Planning and Budgeting Cloud instance environment and sets it to its base settings.</div><div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-IH4zCvnnmEo/Wg2J8lKS6WI/AAAAAAAAbA0/9dveoMkdsaIeLlHq5wMtt2yuEFJgc2mLQCLcBGAs/s1600/14.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="339" data-original-width="965" height="224" src="https://1.bp.blogspot.com/-IH4zCvnnmEo/Wg2J8lKS6WI/AAAAAAAAbA0/9dveoMkdsaIeLlHq5wMtt2yuEFJgc2mLQCLcBGAs/s640/14.jpg" width="640" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div><br />Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-0Q0-k0_2TJM/Wg2DPMNPlHI/AAAAAAAAbAY/ae9k_mqT1sMiRYuQs4GkLseY1IZxcSh4QCLcBGAs/s1600/15.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="107" data-original-width="975" height="70" src="https://2.bp.blogspot.com/-0Q0-k0_2TJM/Wg2DPMNPlHI/AAAAAAAAbAY/ae9k_mqT1sMiRYuQs4GkLseY1IZxcSh4QCLcBGAs/s640/15.jpg" width="640" /></a></div><br /></div><h4 style="text-align: left;">5.3 Restart the Service Instance&nbsp;</h4><div>Function to restarts the service instance.<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-2g6octsKnzY/Wg2FqdFEp4I/AAAAAAAAbAk/3shL-9fNG2w1u9kBSWXHzoYCnUMi-WVCQCLcBGAs/s1600/16.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="393" data-original-width="980" height="256" src="https://2.bp.blogspot.com/-2g6octsKnzY/Wg2FqdFEp4I/AAAAAAAAbAk/3shL-9fNG2w1u9kBSWXHzoYCnUMi-WVCQCLcBGAs/s640/16.jpg" width="640" /></a></div><br />Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-aFQCwO-k-AE/Wg2GABJCu2I/AAAAAAAAbAo/HRd7VSq3iesxqyEGODXwDyLRS6EHboh3wCLcBGAs/s1600/17.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="143" data-original-width="977" height="92" src="https://2.bp.blogspot.com/-aFQCwO-k-AE/Wg2GABJCu2I/AAAAAAAAbAo/HRd7VSq3iesxqyEGODXwDyLRS6EHboh3wCLcBGAs/s640/17.jpg" width="640" /></a></div><br /></div><div><br /></div><h3 style="text-align: left;">6.Manage Application Snapshots</h3><div>You can manage the file system artifacts or application snapshots using the following REST resources.</div><div><br /></div><h4 style="text-align: left;">6.1 Get Information About All Application Snapshots&nbsp;</h4><div>This API returns information about all application snapshots that are available in an Oracle Planning and Budgeting Cloud instance. It provides details such as name, type, size, and last modified time. Type signifies whether it is a Migration snapshot or an external snapshot. Size and last modified time are not available for Migration type snapshots.</div><div><br />Function to get the details<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-SFhUt1V2gtc/Wg7oLkZ01oI/AAAAAAAAbBY/WnfwA2M87-Y-w8bYFLOk8EZz4uaqd8ErgCLcBGAs/s1600/20.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="596" data-original-width="666" height="572" src="https://2.bp.blogspot.com/-SFhUt1V2gtc/Wg7oLkZ01oI/AAAAAAAAbBY/WnfwA2M87-Y-w8bYFLOk8EZz4uaqd8ErgCLcBGAs/s640/20.jpg" width="640" /></a></div><br /><br />Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-nsjGpVk-6ig/Wg7oRol7yHI/AAAAAAAAbBc/n0gW59a7ZAUUNXe-8s4yCt4LP2AALJtUACLcBGAs/s1600/21.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="486" data-original-width="619" src="https://4.bp.blogspot.com/-nsjGpVk-6ig/Wg7oRol7yHI/AAAAAAAAbBc/n0gW59a7ZAUUNXe-8s4yCt4LP2AALJtUACLcBGAs/s1600/21.jpg" /></a></div><div class="separator" style="clear: both; text-align: center;"></div><br /></div><h4 style="text-align: left;">6.2 Get Information About a Specific Application Snapshot</h4><div>Returns information about all the operations that can be performed on a particular application snapshot. It provides details on operations such as Migration import and export, upload, download, and delete.</div><div><br />Function to retrieve the information about a specific snapshot<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-ctwBqvGYk0s/Wg7ZeA3WzLI/AAAAAAAAbBE/ujejufGg28s0KglAiu6dIAsVcpXOKPeOQCLcBGAs/s1600/18.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="601" data-original-width="802" height="478" src="https://1.bp.blogspot.com/-ctwBqvGYk0s/Wg7ZeA3WzLI/AAAAAAAAbBE/ujejufGg28s0KglAiu6dIAsVcpXOKPeOQCLcBGAs/s640/18.jpg" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div>&nbsp;Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Pn7L592RGgQ/Wg7Zf5dQ4mI/AAAAAAAAbBI/b6ekI-E6wQohKteoqJXCALc8w5yGY4RwACLcBGAs/s1600/19.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="607" data-original-width="1366" height="284" src="https://4.bp.blogspot.com/-Pn7L592RGgQ/Wg7Zf5dQ4mI/AAAAAAAAbBI/b6ekI-E6wQohKteoqJXCALc8w5yGY4RwACLcBGAs/s640/19.jpg" width="640" /></a></div><br /><br /></div><h3 style="text-align: left;">7. Use the Application Snapshot Service&nbsp;</h3><div><br /></div><h4 style="text-align: left;">7.1 Upload Application Snapshot&nbsp;</h4><div style="text-align: left;">This is already covered under upload, use the same function to upload a snapshot.</div><h4 style="text-align: left;">7.2 Download Application Snapshot</h4><h4 style="text-align: left;"><span style="font-weight: normal;"> This is already covered under download , use the same function to upload a snapshot.</span></h4><h4 style="text-align: left;"><br />7.2 Copy Application Snapshot&nbsp;</h4><div>This API copies a snapshot of one Oracle Planning and Budgeting Cloud environment (source) to another Oracle Planning and Budgeting Cloud environment (target).<br /><br />This API is executed on the target environment after details are provided for the source environment from which the snapshot is to be copied.<br /><br /><b>Prerequisites:</b> The password of the source EPM Cloud environment must have already been encrypted using EPM Automate. The encrypted password.epw file must then passed as one of the parameters for the copysnapshot REST API.<br /><br />Function to call CopySnapsot<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-keR6Xuu5FDg/Wh6z0hslYjI/AAAAAAAAbDc/kkM-G6r4MH0QC2yb0ZIKe46FhX4ly84uQCLcBGAs/s1600/27.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="474" data-original-width="996" height="302" src="https://3.bp.blogspot.com/-keR6Xuu5FDg/Wh6z0hslYjI/AAAAAAAAbDc/kkM-G6r4MH0QC2yb0ZIKe46FhX4ly84uQCLcBGAs/s640/27.jpg" width="640" /></a></div>&nbsp;Output of the Program<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-cS9-J8hE7mw/Wh6z18bzOzI/AAAAAAAAbDg/8p5yKK3N1Mg0TyEi1N80_MMSvQqfXM_NgCLcBGAs/s1600/26.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="169" data-original-width="977" height="110" src="https://2.bp.blogspot.com/-cS9-J8hE7mw/Wh6z18bzOzI/AAAAAAAAbDg/8p5yKK3N1Mg0TyEi1N80_MMSvQqfXM_NgCLcBGAs/s640/26.jpg" width="640" /></a></div><br />Make sure you have the Snapshot by the name "GroovyCopy" in the Source and no snapshot with the same exists in the Target.<br /><br /><br /></div><div><h3 style="text-align: left;">8. Provide Feedback</h3></div><div>This feedback service sends feedback or reports an issue to Oracle</div><div><br /></div><div>Function to provide feedback</div><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-0phJc0CvfKQ/WhLGKNZ5onI/AAAAAAAAbCQ/NhVA7Hyk69AQbCkL_WGt2UCUg4qy48LIwCLcBGAs/s1600/22.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="23" data-original-width="308" height="47" src="https://4.bp.blogspot.com/-0phJc0CvfKQ/WhLGKNZ5onI/AAAAAAAAbCQ/NhVA7Hyk69AQbCkL_WGt2UCUg4qy48LIwCLcBGAs/s640/22.jpg" width="640" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-7tdMza4WVOQ/WhLGKFBS_fI/AAAAAAAAbCU/isjmvzBjUlIgSl6pC86YVl-QBBm52MAYQCLcBGAs/s1600/23.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="414" data-original-width="637" height="414" src="https://2.bp.blogspot.com/-7tdMza4WVOQ/WhLGKFBS_fI/AAAAAAAAbCU/isjmvzBjUlIgSl6pC86YVl-QBBm52MAYQCLcBGAs/s640/23.jpg" width="640" /></a></div><div><br /></div><div>It will shoot an email to all the stakeholders as shown below,</div><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-O2vqIcZDcoo/WhLGwzMOfMI/AAAAAAAAbCc/iVTz5KZ3kFUSdrNITWg2Gpvl6rQVK_7qACLcBGAs/s1600/24.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="401" data-original-width="1366" height="186" src="https://3.bp.blogspot.com/-O2vqIcZDcoo/WhLGwzMOfMI/AAAAAAAAbCc/iVTz5KZ3kFUSdrNITWg2Gpvl6rQVK_7qACLcBGAs/s640/24.jpg" width="640" /></a></div><div><br /></div><h3 style="text-align: left;">9. LCM Export</h3><div>Initiates a repeat export of a Migration artifact based on the settings that were used to export artifacts using the Migration artifact export screen.</div><div><br />Function<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-pmn-yFacL8w/Wh61OrlLH_I/AAAAAAAAbDs/DgalkB1HUvcS070Y67sh5kwqyaS2T4aCQCLcBGAs/s1600/28.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="270" data-original-width="1071" height="160" src="https://3.bp.blogspot.com/-pmn-yFacL8w/Wh61OrlLH_I/AAAAAAAAbDs/DgalkB1HUvcS070Y67sh5kwqyaS2T4aCQCLcBGAs/s640/28.jpg" width="640" /></a></div><br />Output<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-y-ZALAzmyOM/Wh62oNuhHGI/AAAAAAAAbD4/7FM4Sc4d2igojztP5HQTMN7zZDZTlXsUACLcBGAs/s1600/30.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="78" data-original-width="407" height="122" src="https://2.bp.blogspot.com/-y-ZALAzmyOM/Wh62oNuhHGI/AAAAAAAAbD4/7FM4Sc4d2igojztP5HQTMN7zZDZTlXsUACLcBGAs/s640/30.jpg" width="640" /></a></div><br /></div><h3 style="text-align: left;">10. LCM Import &nbsp;</h3><div>Initiates import of a Migration snapshot so that the contents of the application snapshot are imported into the application.</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-uAE7m5P0Mqk/Wh62tCV1gwI/AAAAAAAAbD8/NH0QHB5r8Z8VzBvoliZZzOrmGqCHCH9GwCLcBGAs/s1600/29.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="286" data-original-width="1026" height="178" src="https://1.bp.blogspot.com/-uAE7m5P0Mqk/Wh62tCV1gwI/AAAAAAAAbD8/NH0QHB5r8Z8VzBvoliZZzOrmGqCHCH9GwCLcBGAs/s640/29.jpg" width="640" /></a></div><br /></div><div>Output<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-3Nyn8eD1ncw/Wh620LY6hFI/AAAAAAAAbEA/xeNjXwKJMqcF1smq2HLdVAFViMcfnzCkQCLcBGAs/s1600/30.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="78" data-original-width="407" height="122" src="https://1.bp.blogspot.com/-3Nyn8eD1ncw/Wh620LY6hFI/AAAAAAAAbEA/xeNjXwKJMqcF1smq2HLdVAFViMcfnzCkQCLcBGAs/s640/30.jpg" width="640" /></a></div><br /></div><div>Will continue this series with Data Management in the next post, until then have a good time with Oracle PBCS !!!!</div></div> Dayalan Punniyamoorthy tag:blogger.com,1999:blog-8461568663053917221.post-3103278901404530346 Wed Nov 29 2017 08:34:00 GMT-0500 (EST) Using the Oracle Data Visualization Dimension Player Plugin http://blog.performancearchitects.com/wp/2017/11/29/using-the-oracle-data-visualization-dimension-player-plugin/ <p>Author: Cameron Ross, Performance Architects</p> <p>Oracle’s <a href="http://www.oracle.com/technetwork/middleware/oracle-data-visualization/index.html">Data Visualization (DV) Desktop</a> provides users with the ability to quickly generate visualizations at the click of a button. One neat feature of DV Desktop is the ability to implement newly-released plugins from the <a href="https://www.oracle.com/solutions/business-analytics/data-visualization/library.html">Oracle Analytics Library</a>, where you will find a plugin called the “Dimension Player.” This plugin gives you the ability to quickly filter your visualizations using any of your dimensional columns.</p> <p>To get the Dimension Player go to the Analytics Library, search for “Dimension Player,” and then click “Download:”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1.png"><img class="alignnone size-medium wp-image-2193" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1-163x300.png" alt="" width="163" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1-163x300.png 163w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1-556x1024.png 556w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1.png 563w" sizes="(max-width: 163px) 100vw, 163px" /></a></p> <p>Once the plugin completes downloading, find the “DV Desktop” install in the file directory. Once there, copy and paste the zipped file into the folder labeled “Plugins” (if this is the first time you’re bringing in a custom plugin, then you’ll need to create the folder).</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2.png"><img class="alignnone size-medium wp-image-2192" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-300x180.png" alt="" width="300" height="180" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-300x180.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-768x462.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-1024x616.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-624x375.png 624w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>Once the zip file is imported into the “Plugins” folder, start up your DV Desktop instance. Create a new project using any of the data sources. Using the left side of the screen, click the “Visualizations” tab and verify that the new “Dimension Player” visual is there:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3.png"><img class="alignnone size-medium wp-image-2191" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3-130x300.png" alt="" width="130" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3-130x300.png 130w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3-444x1024.png 444w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3.png 577w" sizes="(max-width: 130px) 100vw, 130px" /></a></p> <p>Next, we will create a simple bar chart that displays “Product Subcategory” and “Sales” to show how the Dimension Player impacts this visual. Using the “Year” column in the Dimension Player, this automatically changes the graph based off of the years given.</p> <p>2013:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4.png"><img class="alignnone size-medium wp-image-2190" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-300x183.png" alt="" width="300" height="183" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-300x183.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-768x469.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-1024x626.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-624x381.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4.png 1555w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>2014:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5.png"><img class="alignnone size-medium wp-image-2189" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-300x183.png" alt="" width="300" height="183" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-300x183.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-768x470.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-1024x626.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-624x382.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5.png 1552w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>2015:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6.png"><img class="alignnone size-medium wp-image-2188" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-300x183.png" alt="" width="300" height="183" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-300x183.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-768x468.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-1024x624.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-624x380.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6.png 1553w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>The Dimension Player can be a very useful tool if there are a set of visuals that are better seen through all of the different options of a dimensional column (Gender, Race, Year, Location, etc.). The nicest part is that all of this can be done with the click of the button. This is just one of many visualizations that are on the Oracle Analytics Library page that can bring lots of value to any DV project and make portraying data much easier for the end user.</p> Melanie Mathews http://blog.performancearchitects.com/wp/?p=2187 Wed Nov 29 2017 05:14:14 GMT-0500 (EST) Using the Oracle Data Visualization Dimension Player Plugin @PerfArchitects @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://blog.performancearchitects.com/wp/2017/11/29/using-the-oracle-data-visualization-dimension-player-plugin/ <p>Author: Cameron Ross, Performance Architects</p> <p>Oracle’s <a href="http://www.oracle.com/technetwork/middleware/oracle-data-visualization/index.html">Data Visualization (DV) Desktop</a> provides users with the ability to quickly generate visualizations at the click of a button. One neat feature of DV Desktop is the ability to implement newly-released plugins from the <a href="https://www.oracle.com/solutions/business-analytics/data-visualization/library.html">Oracle Analytics Library</a>, where you will find a plugin called the “Dimension Player.” This plugin gives you the ability to quickly filter your visualizations using any of your dimensional columns.</p> <p>To get the Dimension Player go to the Analytics Library, search for “Dimension Player,” and then click “Download:”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1.png"><img class="alignnone size-medium wp-image-2193" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1-163x300.png" alt="" width="163" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1-163x300.png 163w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1-556x1024.png 556w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR1.png 563w" sizes="(max-width: 163px) 100vw, 163px" /></a></p> <p>Once the plugin completes downloading, find the “DV Desktop” install in the file directory. Once there, copy and paste the zipped file into the folder labeled “Plugins” (if this is the first time you’re bringing in a custom plugin, then you’ll need to create the folder).</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2.png"><img class="alignnone size-medium wp-image-2192" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-300x180.png" alt="" width="300" height="180" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-300x180.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-768x462.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-1024x616.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR2-624x375.png 624w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>Once the zip file is imported into the “Plugins” folder, start up your DV Desktop instance. Create a new project using any of the data sources. Using the left side of the screen, click the “Visualizations” tab and verify that the new “Dimension Player” visual is there:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3.png"><img class="alignnone size-medium wp-image-2191" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3-130x300.png" alt="" width="130" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3-130x300.png 130w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3-444x1024.png 444w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR3.png 577w" sizes="(max-width: 130px) 100vw, 130px" /></a></p> <p>Next, we will create a simple bar chart that displays “Product Subcategory” and “Sales” to show how the Dimension Player impacts this visual. Using the “Year” column in the Dimension Player, this automatically changes the graph based off of the years given.</p> <p>2013:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4.png"><img class="alignnone size-medium wp-image-2190" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-300x183.png" alt="" width="300" height="183" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-300x183.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-768x469.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-1024x626.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4-624x381.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR4.png 1555w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>2014:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5.png"><img class="alignnone size-medium wp-image-2189" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-300x183.png" alt="" width="300" height="183" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-300x183.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-768x470.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-1024x626.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5-624x382.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR5.png 1552w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>2015:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6.png"><img class="alignnone size-medium wp-image-2188" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-300x183.png" alt="" width="300" height="183" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-300x183.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-768x468.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-1024x624.png 1024w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6-624x380.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/CR6.png 1553w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>The Dimension Player can be a very useful tool if there are a set of visuals that are better seen through all of the different options of a dimensional column (Gender, Race, Year, Location, etc.). The nicest part is that all of this can be done with the click of the button. This is just one of many visualizations that are on the Oracle Analytics Library page that can bring lots of value to any DV project and make portraying data much easier for the end user.</p> Melanie Mathews http://blog.performancearchitects.com/wp/?p=2187 Wed Nov 29 2017 05:14:14 GMT-0500 (EST) HFM 11.1.2.4.206 PSU http://ericerikson.blogspot.com/2017/11/hfm-11124206-psu.html <div dir="ltr" style="text-align: left;" trbidi="on"><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-IFPeypalxoY/Wh23TJI6OJI/AAAAAAAAAf4/hut_-wyC32MM8VL_fUmWZ27ftDWF3yqmQCLcBGAs/s1600/temp.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="158" data-original-width="1142" height="55" src="https://2.bp.blogspot.com/-IFPeypalxoY/Wh23TJI6OJI/AAAAAAAAAf4/hut_-wyC32MM8VL_fUmWZ27ftDWF3yqmQCLcBGAs/s400/temp.png" width="400" /></a></div><div><br /></div><div><br /></div>PSU 206 for HFM 11.1.2.4 came out on Nov 27, 2017. There are no new notable features included in this patch, but there are a whopping 53 defects and enhancements. They run the gamut from journals to task audit to security to infrastructure to IC matching to data grids to everything. There are three framework patches required along with 206 and a FDMEE PSE, so don't forget those. Also, FDMEE and Financial Reporting haven't been patched lately, but if those PSUs aren't up-to-date then now is a good time.<div><br /></div><div><br /></div><div><br /><div><br /></div><div><br /></div><div><br /></div></div></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-4605698186028283908 Tue Nov 28 2017 14:22:00 GMT-0500 (EST) HFM 11.1.2.4.206 PSU @ericerikson @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://ericerikson.blogspot.com/2017/11/hfm-11124206-psu.html <div dir="ltr" style="text-align: left;" trbidi="on"><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-IFPeypalxoY/Wh23TJI6OJI/AAAAAAAAAf4/hut_-wyC32MM8VL_fUmWZ27ftDWF3yqmQCLcBGAs/s1600/temp.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="158" data-original-width="1142" height="55" src="https://2.bp.blogspot.com/-IFPeypalxoY/Wh23TJI6OJI/AAAAAAAAAf4/hut_-wyC32MM8VL_fUmWZ27ftDWF3yqmQCLcBGAs/s400/temp.png" width="400" /></a></div><div><br /></div><div><br /></div>PSU 206 for HFM 11.1.2.4 came out on Nov 27, 2017. There are no new notable features included in this patch, but there are a whopping 53 defects and enhancements. They run the gamut from journals to task audit to security to infrastructure to IC matching to data grids to everything. There are three framework patches required along with 206 and a FDMEE PSE, so don't forget those. Also, FDMEE and Financial Reporting haven't been patched lately, but if those PSUs aren't up-to-date then now is a good time.<div><br /></div><div><br /></div><div><br /><div><br /></div><div><br /></div><div><br /></div></div></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-4605698186028283908 Tue Nov 28 2017 14:22:00 GMT-0500 (EST) Orlando From the Eyes of a Local http://www.odtug.com/p/bl/et/blogaid=752&source=1 With ODTUG Kscope18 just over 6 months away, we're getting very excited about all the activities and attractions that Orlando has to offer! Here's a list of a few "hot spots" that we encourage you to check out during your stay in Orlando. ODTUG http://www.odtug.com/p/bl/et/blogaid=752&source=1 Tue Nov 28 2017 09:45:44 GMT-0500 (EST) Orlando From the Eyes of a Local @odtug @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.odtug.com/p/bl/et/blogaid=752&source=1 With ODTUG Kscope18 just over 6 months away, we're getting very excited about all the activities and attractions that Orlando has to offer! Here's a list of a few "hot spots" that we encourage you to check out during your stay in Orlando. ODTUG http://www.odtug.com/p/bl/et/blogaid=752&source=1 Tue Nov 28 2017 09:45:44 GMT-0500 (EST) PBCS has a REST API, now what? http://www.jasonwjones.com/2017/11/pbcs-has-a-rest-api-now-what/ Note: this article was originally written for an ODTUG publication, but it never wound up getting published. So I thought I would just post it here instead. Oracle&#8217;s Planning and Budgeting Cloud Service – PBCS – is the first Hyperion product to get the full cloud treatment. In addition to Planning&#8217;s move to the cloud, it [&#8230;] jason http://www.jasonwjones.com/?p=1981 Mon Nov 27 2017 09:00:38 GMT-0500 (EST) PBCS has a REST API, now what? @jwj @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.jasonwjones.com/2017/11/pbcs-has-a-rest-api-now-what/ Note: this article was originally written for an ODTUG publication, but it never wound up getting published. So I thought I would just post it here instead. Oracle&#8217;s Planning and Budgeting Cloud Service – PBCS – is the first Hyperion product to get the full cloud treatment. In addition to Planning&#8217;s move to the cloud, it [&#8230;] jason http://www.jasonwjones.com/?p=1981 Mon Nov 27 2017 09:00:38 GMT-0500 (EST) EPM Lab – Attribute Dimension http://theepmlab.com/epm-lab-attribute-dimension/ &#160; Attribute dimension is a very powerful function in Hyperion Planning, Essbase and EPM Cloud, such as PBCS/EPBCS. Now let&#8217;s focus on how to create and use attributes. &#160; First thing first, what is Attribute. Generally speaking, attributes are the descriptions of data. Attributes are used to group data through alternative means as opposed to... Jun http://theepmlab.com/?p=1802 Sun Nov 26 2017 11:55:42 GMT-0500 (EST) EPM Lab – Attribute Dimension @_Jun_Zhang_ @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://theepmlab.com/epm-lab-attribute-dimension/ &#160; Attribute dimension is a very powerful function in Hyperion Planning, Essbase and EPM Cloud, such as PBCS/EPBCS. Now let&#8217;s focus on how to create and use attributes. &#160; First thing first, what is Attribute. Generally speaking, attributes are the descriptions of data. Attributes are used to group data through alternative means as opposed to... Jun http://theepmlab.com/?p=1802 Sun Nov 26 2017 11:55:42 GMT-0500 (EST) EPM Cloud Update – December 2017 – EPBCS & FCCS http://theepmlab.com/epm-cloud-update-december-2017-epbcs-fccs/ &#160; Oracle releases the application updates documentation on new features and fixed issues from the Applications Release Readiness site. From there, you will be able to check the update for Customer Experience, Human Capital Management, Enterprise Resource Planning, Supply Chain Management, Enterprise Performance Management. &#160; For PBCS, Enterprise Planning Cloud (EPBCS) and FCCS, usually, the latest update will be... Jun http://theepmlab.com/?p=1750 Fri Nov 24 2017 19:41:46 GMT-0500 (EST) EPM Cloud Update – December 2017 – EPBCS & FCCS @_Jun_Zhang_ @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://theepmlab.com/epm-cloud-update-december-2017-epbcs-fccs/ &#160; Oracle releases the application updates documentation on new features and fixed issues from the Applications Release Readiness site. From there, you will be able to check the update for Customer Experience, Human Capital Management, Enterprise Resource Planning, Supply Chain Management, Enterprise Performance Management. &#160; For PBCS, Enterprise Planning Cloud (EPBCS) and FCCS, usually, the latest update will be... Jun http://theepmlab.com/?p=1750 Fri Nov 24 2017 19:41:46 GMT-0500 (EST) Troubleshooting Performance Issues In PBCS/EPMCS? @CheckPointllc http://blog.checkpointllc.com/troubleshooting-performance-issues-in-pbcs/epmcs <p>Recently Oracle published an article on performance concerns in PBCS titled “EPM Cloud - Can the Capacity of an EPM Cloud Service be Increased?”&nbsp;In the article&nbsp;Kash Mohammadi, VP of EPM Cloud says the underlying compute&nbsp;resources in the cloud are designed for “elastic stability” and memory or CPU issues are very unlikely the cause of any performance issues. Instead customers should look at application design as the most likely cause of performance issues. Oracle provides a tool for reviewing an application’s design call the “Application Activity Report.” &nbsp;This very useful tool provides a wealth of metrics which can be used to identify performance issues and provide a starting point for improving your application's design and performance.&nbsp;</p> <p>Some of these key metrics are:</p> <ul> <li>User counts by day/week/month</li> <li>UI request times</li> <li>Average Service Response times by hour</li> <li>Top 10 most active users</li> <li>Worst performing Calc Rules</li> <li>Top 10 Calc Rules by execution and duration</li> <li>Word performing Essbase queries</li> <li>Top 10 Essbase queries by execution and duration</li> <li>Application Design Audit trail</li> </ul> <p>More information on the Application Activity Report and Access Logs can be found <a href="https://docs.oracle.com/cloud/latest/pbcs_common/UPBCS/pbcs_activity_report.htm#UPBCS-GUID-DA2128CB-D41D-4E16-B90C-9CEE9384D09C">here</a>.</p> <p>&nbsp;</p> <img src="https://track.hubspot.com/__ptq.gif?a=297092&amp;k=14&amp;r=http%3A%2F%2Fblog.checkpointllc.com%2Ftroubleshooting-performance-issues-in-pbcs%2Fepmcs&amp;bu=http%253A%252F%252Fblog.checkpointllc.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Mike Turner http://blog.checkpointllc.com/troubleshooting-performance-issues-in-pbcs/epmcs Thu Nov 23 2017 09:12:00 GMT-0500 (EST) Troubleshooting Performance Issues In PBCS/EPMCS? http://blog.checkpointllc.com/troubleshooting-performance-issues-in-pbcs/epmcs <p>Recently Oracle published an article on performance concerns in PBCS titled “EPM Cloud - Can the Capacity of an EPM Cloud Service be Increased?”&nbsp;In the article&nbsp;Kash Mohammadi, VP of EPM Cloud says the underlying compute&nbsp;resources in the cloud are designed for “elastic stability” and memory or CPU issues are very unlikely the cause of any performance issues. Instead customers should look at application design as the most likely cause of performance issues. Oracle provides a tool for reviewing an application’s design call the “Application Activity Report.” &nbsp;This very useful tool provides a wealth of metrics which can be used to identify performance issues and provide a starting point for improving your application's design and performance.&nbsp;</p> <p>Some of these key metrics are:</p> <ul> <li>User counts by day/week/month</li> <li>UI request times</li> <li>Average Service Response times by hour</li> <li>Top 10 most active users</li> <li>Worst performing Calc Rules</li> <li>Top 10 Calc Rules by execution and duration</li> <li>Word performing Essbase queries</li> <li>Top 10 Essbase queries by execution and duration</li> <li>Application Design Audit trail</li> </ul> <p>More information on the Application Activity Report and Access Logs can be found <a href="https://docs.oracle.com/cloud/latest/pbcs_common/UPBCS/pbcs_activity_report.htm#UPBCS-GUID-DA2128CB-D41D-4E16-B90C-9CEE9384D09C">here</a>.</p> <p>&nbsp;</p> <img src="https://track.hubspot.com/__ptq.gif?a=297092&amp;k=14&amp;r=http%3A%2F%2Fblog.checkpointllc.com%2Ftroubleshooting-performance-issues-in-pbcs%2Fepmcs&amp;bu=http%253A%252F%252Fblog.checkpointllc.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Mike Turner http://blog.checkpointllc.com/troubleshooting-performance-issues-in-pbcs/epmcs Thu Nov 23 2017 09:12:00 GMT-0500 (EST) DataSync in OAC – Automating a Job Via File Creation @ecapitaladvisor http://ecapitaladvisors.com/blog/datasync-oac-automating-job-via-file-creation/ <p>The DataSync utility is the easiest way to load data from relational or a file...</p> <p>The post <a rel="nofollow" href="http://ecapitaladvisors.com/blog/datasync-oac-automating-job-via-file-creation/">DataSync in OAC – Automating a Job Via File Creation</a> appeared first on <a rel="nofollow" href="http://ecapitaladvisors.com">eCapital Advisors</a>.</p> Amy Stine http://ecapitaladvisors.com/?p=8328 Tue Nov 21 2017 19:54:16 GMT-0500 (EST) DataSync in OAC – Automating a Job Via File Creation http://ecapitaladvisors.com/blog/datasync-oac-automating-job-via-file-creation/ <p>The DataSync utility is the easiest way to load data from relational or a file...</p> <p>The post <a rel="nofollow" href="http://ecapitaladvisors.com/blog/datasync-oac-automating-job-via-file-creation/">DataSync in OAC – Automating a Job Via File Creation</a> appeared first on <a rel="nofollow" href="http://ecapitaladvisors.com">eCapital Advisors</a>.</p> Amy Stine http://ecapitaladvisors.com/?p=8328 Tue Nov 21 2017 19:54:16 GMT-0500 (EST) New Drillbridge Plus feature: fetch attributes! http://www.jasonwjones.com/2017/11/drillbridge-plus-feature-fetch-attributes/ Drillbridge Plus has recently gained a new feature at the request of a customer. This one is kind of interesting and required a bit of deep thinking in terms of the best way to architect it. Here&#8217;s the deal: Smart View will let you drill-through on a data value where your grid is using attribute [&#8230;] jason http://www.jasonwjones.com/?p=1999 Tue Nov 21 2017 14:12:12 GMT-0500 (EST) New Drillbridge Plus feature: fetch attributes! @jwj @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.jasonwjones.com/2017/11/drillbridge-plus-feature-fetch-attributes/ Drillbridge Plus has recently gained a new feature at the request of a customer. This one is kind of interesting and required a bit of deep thinking in terms of the best way to architect it. Here&#8217;s the deal: Smart View will let you drill-through on a data value where your grid is using attribute [&#8230;] jason http://www.jasonwjones.com/?p=1999 Tue Nov 21 2017 14:12:12 GMT-0500 (EST) Zero-Based Budgeting: Pros, Cons & What to Know Before Getting Started https://www.us-analytics.com/hyperionblog/zero-based-budgeting <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/zero-based-budgeting" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/zero-based%20budgeting.jpg?t=1512966730140" alt="zero-based budgeting.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Zero-based budgeting (ZBB) is less common than traditional budgeting and <strong><a href="https://www.us-analytics.com/hyperionblog/should-you-use-rolling-forecasts-weighing-the-pros-and-cons">rolling forecasts</a></strong>. However, it’s been getting some attention in the last few years. Whereas traditional budgeting allows you to include items from the previous year, ZBB requires organizations to justify every dollar in detail.</p> <p>Building a budget from zero might seem like a tedious process, but it can help you make the best decisions for your company in the long run. In this blog post, we’ll cover some of the pros and cons of zero-based budgeting. And, we’ll look at some questions you need to ask before getting started with ZBB in Hyperion Planning.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fzero-based-budgeting&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/zero-based-budgeting Tue Nov 21 2017 10:19:51 GMT-0500 (EST) Zero-Based Budgeting: Pros, Cons & What to Know Before Getting Started @usanalytics @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https://www.us-analytics.com/hyperionblog/zero-based-budgeting <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/zero-based-budgeting" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/zero-based%20budgeting.jpg?t=1512602113902" alt="zero-based budgeting.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Zero-based budgeting (ZBB) is less common than traditional budgeting and <strong><a href="https://www.us-analytics.com/hyperionblog/should-you-use-rolling-forecasts-weighing-the-pros-and-cons">rolling forecasts</a></strong>. However, it’s been getting some attention in the last few years. Whereas traditional budgeting allows you to include items from the previous year, ZBB requires organizations to justify every dollar in detail.</p> <p>Building a budget from zero might seem like a tedious process, but it can help you make the best decisions for your company in the long run. In this blog post, we’ll cover some of the pros and cons of zero-based budgeting. And, we’ll look at some questions you need to ask before getting started with ZBB in Hyperion Planning.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fzero-based-budgeting&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/zero-based-budgeting Tue Nov 21 2017 10:19:51 GMT-0500 (EST) FDMEE/Data Management – common questions part 1 http://john-goodwin.blogspot.com/2017/11/fdmeedata-management-common-questions.html <div dir="ltr" style="text-align: left;" trbidi="on">There have been a few reoccurring questions raised recently&nbsp;around FDMEE/Data Management so I thought I would collate some of these types of questions and put a few posts together to address them, this way it saves me having to repeat the same response and instead refer to these posts.<br /><br />The first is question is: <br /><br />“<b class="yellow">Is it possible to have EPM cloud to cloud or hybrid integrations where the target application is the same name as one that has already been registered?</b>”<br /><br />I have written about EPM <b><a href="http://john-goodwin.blogspot.co.uk/2016/08/epm-cloud-to-cloud-using-data-management.html">cloud to cloud</a></b> integrations and on-premise <b><a href="http://john-goodwin.blogspot.co.uk/2017/01/fdmee-hybrid-update-part-1.html">hybrid</a></b> functionality in the past, the functionality works well until you try and add an application with the same name as one registered.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-VWRJ-M4zkh4/WhKWcFeWixI/AAAAAAAAJQQ/Ra-Zk0KXPysSywYFyY5vIZK2IOISmVHfACLcBGAs/s1600/image001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="99" data-original-width="247" src="https://3.bp.blogspot.com/-VWRJ-M4zkh4/WhKWcFeWixI/AAAAAAAAJQQ/Ra-Zk0KXPysSywYFyY5vIZK2IOISmVHfACLcBGAs/s1600/image001.png" /></a></div><br />This has definitely caused problems because if you wanted to move data from say a test to production cloud instance where typically the application name would the same it wasn’t possible and rendered the cloud to cloud functionality useless.<br /><br />It looks like Oracle finally recognised this design flaw and from the 17.10 EPM Cloud release it is now possible to register a duplicate application name.<br /><br /><b class="yellow"><u>Update</u>:&nbsp;the duplicate target application name functionality is available from FDMEE 11.1.2.4.220</b><br /><br />The duplicate target application name functionality in the cloud works against remote cloud connections or a local target application.<br /><br />You may ask why would you want to add a duplicate local application, well I am going to go through an example of why you might want to do this which also addresses another question that I have seen raised quite often.<br /><br />“<b class="yellow">Is it possible to have the period and year in the rows of source data and not have to drive the data load by the period in the POV or start/end period?</b>”<br /><br />I have already written about the <b><a href="http://john-goodwin.blogspot.co.uk/2016/12/data-management-loading-data-by.html">functionality</a></b> to load data when the period and year are contained in a source file, the problem with this functionality is that it is still driven by the period in the POV when importing from the workbench or by the start/end period when running a data load rule.<br /><br />The way around this is to change the period/year dimensions to a generic class and then define a data table column name for them in the target application dimension details, the problem with this is that it would affect all the integrations and you couldn’t have a mixture of driving loads by the POV or driving from the period information in a source file, with the ability to add a duplicate application it allows you to have both methods operate in tandem.<br /><br />So let me go through a simple example which uses the duplicate target application functionality with the ability to drive a data load from the period information contained in a source file.<br /><br />First, I am going to add a new local target application, the concept would be the same if adding a cloud target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-Y87JsC59_Io/WhKWcOk1eNI/AAAAAAAAJQU/z4n6SPh1Uz0JQf6l1vL0PLmqae4HnA9TwCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="172" data-original-width="191" src="https://3.bp.blogspot.com/-Y87JsC59_Io/WhKWcOk1eNI/AAAAAAAAJQU/z4n6SPh1Uz0JQf6l1vL0PLmqae4HnA9TwCLcBGAs/s1600/image002.png" /></a></div><br />Before the 17.10 or 11.1.2.4.220 release you would select the application type and then application name.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-fq4ECpnqQAg/WhKWcGILqqI/AAAAAAAAJQY/HDDnTCmzls8BPRvGbeKeB2aMx4J0QzbOQCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="112" data-original-width="145" src="https://4.bp.blogspot.com/-fq4ECpnqQAg/WhKWcGILqqI/AAAAAAAAJQY/HDDnTCmzls8BPRvGbeKeB2aMx4J0QzbOQCLcBGAs/s1600/image003.png" /></a></div><br />From 17.10 or 11.1.2.4.220 there is option to define a prefix.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-G21Jkj9LGhI/WhKWdG-NE3I/AAAAAAAAJQc/1QFNDKX8WOgrKp09rFtuKlzY_2nQL4zOACLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="135" data-original-width="169" src="https://2.bp.blogspot.com/-G21Jkj9LGhI/WhKWdG-NE3I/AAAAAAAAJQc/1QFNDKX8WOgrKp09rFtuKlzY_2nQL4zOACLcBGAs/s1600/image004.png" /></a></div><br /><div class="MsoNormal">The prefix can be up to 8 characters long.<o:p></o:p></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-RowMqe-bO4c/WhKWdnOwroI/AAAAAAAAJQg/XdBjVbtkgPgOdXJwl5_yFyiyBfG46cfjACLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="120" data-original-width="377" src="https://1.bp.blogspot.com/-RowMqe-bO4c/WhKWdnOwroI/AAAAAAAAJQg/XdBjVbtkgPgOdXJwl5_yFyiyBfG46cfjACLcBGAs/s1600/image005.png" /></a></div><br />The application is added with the prefix.<br /><br />In the original target application, the period dimension is assigned as a period dimension class and the year as a year dimension class, this means any of the existing integrations are driven by the POV.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-_ma2-B0fMTw/WhKWd0MHr3I/AAAAAAAAJQk/OVa7g_rK5zI5f4tKr1gaouqjezApaFRZgCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="248" data-original-width="482" src="https://3.bp.blogspot.com/-_ma2-B0fMTw/WhKWd0MHr3I/AAAAAAAAJQk/OVa7g_rK5zI5f4tKr1gaouqjezApaFRZgCLcBGAs/s1600/image006.png" /></a></div><br />The existing integrations will be unaffected by the duplicate application.<br /><br />For the duplicate application, I set the Period dimension is set as a generic dimension class and the data table column assigned to UD4, the year is set as a generic dimension and this is set to UD5 in the data table column name.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-sPfQTBirmRE/WhKWeKxuw1I/AAAAAAAAJQo/r8FUdIiMa3kBDM6N8b2ECtXNRZWhbimsACLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="253" data-original-width="522" src="https://3.bp.blogspot.com/-sPfQTBirmRE/WhKWeKxuw1I/AAAAAAAAJQo/r8FUdIiMa3kBDM6N8b2ECtXNRZWhbimsACLcBGAs/s1600/image007.png" /></a></div><br />Now a period mapping is created where the period name does not relate to a period or year and can be used in the POV.<br /><br />At first, I created under the new duplicate target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-EazJogrcl1M/WhKWeVM4iXI/AAAAAAAAJQs/iGoHTp01Fv8Np4uSiM0_wLhBcrXVXSbnACLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="166" data-original-width="889" height="119" src="https://4.bp.blogspot.com/-EazJogrcl1M/WhKWeVM4iXI/AAAAAAAAJQs/iGoHTp01Fv8Np4uSiM0_wLhBcrXVXSbnACLcBGAs/s640/image008.png" width="640" /></a></div><br />After testing I found that the period is not picked up in the POV and the values are read for the original target application, I also found errors were generated when using period mappings for the duplicate application.<br /><br />I removed the period mapping from the duplicate application and added one to the original application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-caF2W9WwC7c/WhKWe76-ZWI/AAAAAAAAJQw/2ayrgaBi5vohrycOn5NUQ69m4ona9NOrACLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="167" data-original-width="906" height="116" src="https://1.bp.blogspot.com/-caF2W9WwC7c/WhKWe76-ZWI/AAAAAAAAJQw/2ayrgaBi5vohrycOn5NUQ69m4ona9NOrACLcBGAs/s640/image009.png" width="640" /></a></div><br />The target period month and year target are not important but are required for the mapping to validate.<br /><br />The source csv file I am going to load contains both the periods and years I want the data to be loaded to.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Zs35BS1dmfQ/WhKWfICp_YI/AAAAAAAAJQ0/clv9VWnnKtQ_KPVYWn_FEEs0T3e6TLR4QCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="100" data-original-width="343" src="https://4.bp.blogspot.com/-Zs35BS1dmfQ/WhKWfICp_YI/AAAAAAAAJQ0/clv9VWnnKtQ_KPVYWn_FEEs0T3e6TLR4QCLcBGAs/s1600/image010.png" /></a></div><br />On to the import format, the duplicate application name is selected as the target, the mappings include the period and year dimensions because they were defined as generic in the target application dimension details.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-grGqw7zq0Bw/WhKWfPN8YMI/AAAAAAAAJQ4/z0a6YyP6ljMj7tDJo66FYlAiw4s9yx_KwCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="132" data-original-width="696" src="https://3.bp.blogspot.com/-grGqw7zq0Bw/WhKWfPN8YMI/AAAAAAAAJQ4/z0a6YyP6ljMj7tDJo66FYlAiw4s9yx_KwCLcBGAs/s1600/image011.png" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-l6KoEFUdqA8/WhKWfpv74jI/AAAAAAAAJQ8/eAen_VqBWBganydOkUptFKrkPouF1UjdgCLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="272" data-original-width="445" src="https://1.bp.blogspot.com/-l6KoEFUdqA8/WhKWfpv74jI/AAAAAAAAJQ8/eAen_VqBWBganydOkUptFKrkPouF1UjdgCLcBGAs/s1600/image012.png" /></a></div><br /><br />The only thing to note in the location definition except the import format is selected.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-5SFaZ4GUtYM/WhKXO4FUdUI/AAAAAAAAJRk/bXA8sk4WmBQqjJy-UWWEG_cD0Bw9aF1WACLcBGAs/s1600/add.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="197" data-original-width="671" src="https://1.bp.blogspot.com/-5SFaZ4GUtYM/WhKXO4FUdUI/AAAAAAAAJRk/bXA8sk4WmBQqjJy-UWWEG_cD0Bw9aF1WACLcBGAs/s1600/add.PNG" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>The POV is set to the new location and the period to “<b>No Per/Yr</b>” which was created earlier.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-TEcn2b7Uv6o/WhKWgAIl8hI/AAAAAAAAJRE/mj3Chs54Rpwv5O3F2hUrgXJSUEVpbH21gCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="21" data-original-width="525" src="https://3.bp.blogspot.com/-TEcn2b7Uv6o/WhKWgAIl8hI/AAAAAAAAJRE/mj3Chs54Rpwv5O3F2hUrgXJSUEVpbH21gCLcBGAs/s1600/image014.png" /></a></div><br />A new data load rule is created, the source csv file is uploaded and selected, the remaining properties were left as default meaning this rule would be a numeric data only type load method.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-46RdlHc4U90/WhKWgaOcAtI/AAAAAAAAJRI/TxV9FrqbNFc-bN-AGUm_lVjtCSOMsBXXwCLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="242" data-original-width="415" src="https://4.bp.blogspot.com/-46RdlHc4U90/WhKWgaOcAtI/AAAAAAAAJRI/TxV9FrqbNFc-bN-AGUm_lVjtCSOMsBXXwCLcBGAs/s1600/image015.png" /></a></div><br />You will notice that the data load mappings also include the period and year dimensions, usually these dimensions would be mapped by the period mapping but as we are using a different method these are going to be controlled by the data load mappings.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-T3cm_GjFmZc/WhKWgg2GSdI/AAAAAAAAJRM/Lz-n4Ipv1AA4V86YNtZaqVnw8sWrBfWywCLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="272" data-original-width="203" src="https://4.bp.blogspot.com/-T3cm_GjFmZc/WhKWgg2GSdI/AAAAAAAAJRM/Lz-n4Ipv1AA4V86YNtZaqVnw8sWrBfWywCLcBGAs/s1600/image016.png" /></a></div><br />For this simple example, all mapping except for the year dimension were created as like for like.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-UuoFjOAMcXI/WhKWg6oB8XI/AAAAAAAAJRQ/RtprGTCnJzMJonZHRLZN6rxRn8uz1F1HACLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="214" data-original-width="359" src="https://2.bp.blogspot.com/-UuoFjOAMcXI/WhKWg6oB8XI/AAAAAAAAJRQ/RtprGTCnJzMJonZHRLZN6rxRn8uz1F1HACLcBGAs/s1600/image017.png" /></a></div><br />As the source file contains the year in the style of “YYYY” so in this example “2017” it needs to be mapped to the target planning application format of “FYYY”, for this I used a FORMAT mapping type which prefixes the target with “FY”, ignores the first two character in the source and includes the third and fourth characters.<br /><br />Now to load the source data through the workbench.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-a2dEZnzvlCk/WhKWhU3kdmI/AAAAAAAAJRU/BKg477wm_qQsjbUZrCH_9LZxzrFqoPEYACLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="229" data-original-width="835" height="174" src="https://4.bp.blogspot.com/-a2dEZnzvlCk/WhKWhU3kdmI/AAAAAAAAJRU/BKg477wm_qQsjbUZrCH_9LZxzrFqoPEYACLcBGAs/s640/image018.png" width="640" /></a></div><br />The source data has been successfully imported and mapped, you can see that the year values have been transformed into the correct format.<br /><br />The export is then executed to load the data from data management into the target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-ghZJ45QS904/WhKWhemPdQI/AAAAAAAAJRY/ubxfDdMH4BgvTH45_2cCrzuRWeZ0sinlgCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="52" data-original-width="51" src="https://1.bp.blogspot.com/-ghZJ45QS904/WhKWhemPdQI/AAAAAAAAJRY/ubxfDdMH4BgvTH45_2cCrzuRWeZ0sinlgCLcBGAs/s1600/image019.png" /></a></div><br />To confirm the data has been loaded correctly an ad hoc retrieve was performed in Smart View.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-g6O2NECjgs4/WhKWhl7l7kI/AAAAAAAAJRc/r2mST0uFhq4rnJlZZ4xn_Oh_p9dCESixQCLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="182" data-original-width="351" src="https://2.bp.blogspot.com/-g6O2NECjgs4/WhKWhl7l7kI/AAAAAAAAJRc/r2mST0uFhq4rnJlZZ4xn_Oh_p9dCESixQCLcBGAs/s1600/image020.png" /></a></div><br />So now I am able to drive the data load from the period/year values in a source file and by using a duplicate application this allows the existing data loads to carry on being driven by the POV with integrations against the original target application.<br /><br />I am going to leave it there for this part as I don’t want to overload with too much information, in the next part I will go through some common misunderstandings with the all data type load method and look at mapping options for the all data type.<br /><div><br /></div><br /></div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-297041254654401588 Tue Nov 21 2017 02:43:00 GMT-0500 (EST) FDMEE/Data Management – common questions part 1 @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://john-goodwin.blogspot.com/2017/11/fdmeedata-management-common-questions.html <div dir="ltr" style="text-align: left;" trbidi="on">There have been a few reoccurring questions raised recently&nbsp;around FDMEE/Data Management so I thought I would collate some of these types of questions and put a few posts together to address them, this way it saves me having to repeat the same response and instead refer to these posts.<br /><br />The first is question is: <br /><br />“<b class="yellow">Is it possible to have EPM cloud to cloud or hybrid integrations where the target application is the same name as one that has already been registered?</b>”<br /><br />I have written about EPM <b><a href="http://john-goodwin.blogspot.co.uk/2016/08/epm-cloud-to-cloud-using-data-management.html">cloud to cloud</a></b> integrations and on-premise <b><a href="http://john-goodwin.blogspot.co.uk/2017/01/fdmee-hybrid-update-part-1.html">hybrid</a></b> functionality in the past, the functionality works well until you try and add an application with the same name as one registered.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-VWRJ-M4zkh4/WhKWcFeWixI/AAAAAAAAJQQ/Ra-Zk0KXPysSywYFyY5vIZK2IOISmVHfACLcBGAs/s1600/image001.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="99" data-original-width="247" src="https://3.bp.blogspot.com/-VWRJ-M4zkh4/WhKWcFeWixI/AAAAAAAAJQQ/Ra-Zk0KXPysSywYFyY5vIZK2IOISmVHfACLcBGAs/s1600/image001.png" /></a></div><br />This has definitely caused problems because if you wanted to move data from say a test to production cloud instance where typically the application name would the same it wasn’t possible and rendered the cloud to cloud functionality useless.<br /><br />It looks like Oracle finally recognised this design flaw and from the 17.10 EPM Cloud release it is now possible to register a duplicate application name, unfortunately this has not made it down to on-premise yet so we can only hope it arrives in the next patch set whenever that may be.<br /><br />The duplicate target application name functionality in the cloud works against remote cloud connections or a local target application.<br /><br />You may ask why would you want to add a duplicate local application, well I am going to go through an example of why you might want to do this which also addresses another question that I have seen raised quite often.<br /><br />“<b class="yellow">Is it possible to have the period and year in the rows of source data and not have to drive the data load by the period in the POV or start/end period?</b>”<br /><br />I have already written about the <b><a href="http://john-goodwin.blogspot.co.uk/2016/12/data-management-loading-data-by.html">functionality</a></b> to load data when the period and year are contained in a source file, the problem with this functionality is that it is still driven by the period in the POV when importing from the workbench or by the start/end period when running a data load rule.<br /><br />The way around this is to change the period/year dimensions to a generic class and then define a data table column name for them in the target application dimension details, the problem with this is that it would affect all the integrations and you couldn’t have a mixture of driving loads by the POV or driving from the period information in a source file, with the ability to add a duplicate application it allows you to have both methods operate in tandem.<br /><br />So let me go through a simple example which uses the duplicate target application functionality with the ability to drive a data load from the period information contained in a source file.<br /><br />First, I am going to add a new local target application, the concept would be the same if adding a cloud target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-Y87JsC59_Io/WhKWcOk1eNI/AAAAAAAAJQU/z4n6SPh1Uz0JQf6l1vL0PLmqae4HnA9TwCLcBGAs/s1600/image002.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="172" data-original-width="191" src="https://3.bp.blogspot.com/-Y87JsC59_Io/WhKWcOk1eNI/AAAAAAAAJQU/z4n6SPh1Uz0JQf6l1vL0PLmqae4HnA9TwCLcBGAs/s1600/image002.png" /></a></div><br />Before the 17.10 release you would select the application type and then application name.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-fq4ECpnqQAg/WhKWcGILqqI/AAAAAAAAJQY/HDDnTCmzls8BPRvGbeKeB2aMx4J0QzbOQCLcBGAs/s1600/image003.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="112" data-original-width="145" src="https://4.bp.blogspot.com/-fq4ECpnqQAg/WhKWcGILqqI/AAAAAAAAJQY/HDDnTCmzls8BPRvGbeKeB2aMx4J0QzbOQCLcBGAs/s1600/image003.png" /></a></div><br />From 17.10 there is option to define a prefix.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-G21Jkj9LGhI/WhKWdG-NE3I/AAAAAAAAJQc/1QFNDKX8WOgrKp09rFtuKlzY_2nQL4zOACLcBGAs/s1600/image004.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="135" data-original-width="169" src="https://2.bp.blogspot.com/-G21Jkj9LGhI/WhKWdG-NE3I/AAAAAAAAJQc/1QFNDKX8WOgrKp09rFtuKlzY_2nQL4zOACLcBGAs/s1600/image004.png" /></a></div><br /><div class="MsoNormal">The prefix can be up to 8 characters long.<o:p></o:p></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-RowMqe-bO4c/WhKWdnOwroI/AAAAAAAAJQg/XdBjVbtkgPgOdXJwl5_yFyiyBfG46cfjACLcBGAs/s1600/image005.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="120" data-original-width="377" src="https://1.bp.blogspot.com/-RowMqe-bO4c/WhKWdnOwroI/AAAAAAAAJQg/XdBjVbtkgPgOdXJwl5_yFyiyBfG46cfjACLcBGAs/s1600/image005.png" /></a></div><br />The application is added with the prefix.<br /><br />In the original target application, the period dimension is assigned as a period dimension class and the year as a year dimension class, this means any of the existing integrations are driven by the POV.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-_ma2-B0fMTw/WhKWd0MHr3I/AAAAAAAAJQk/OVa7g_rK5zI5f4tKr1gaouqjezApaFRZgCLcBGAs/s1600/image006.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="248" data-original-width="482" src="https://3.bp.blogspot.com/-_ma2-B0fMTw/WhKWd0MHr3I/AAAAAAAAJQk/OVa7g_rK5zI5f4tKr1gaouqjezApaFRZgCLcBGAs/s1600/image006.png" /></a></div><br />The existing integrations will be unaffected by the duplicate application.<br /><br />For the duplicate application, I set the Period dimension is set as a generic dimension class and the data table column assigned to UD4, the year is set as a generic dimension and this is set to UD5 in the data table column name.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-sPfQTBirmRE/WhKWeKxuw1I/AAAAAAAAJQo/r8FUdIiMa3kBDM6N8b2ECtXNRZWhbimsACLcBGAs/s1600/image007.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="253" data-original-width="522" src="https://3.bp.blogspot.com/-sPfQTBirmRE/WhKWeKxuw1I/AAAAAAAAJQo/r8FUdIiMa3kBDM6N8b2ECtXNRZWhbimsACLcBGAs/s1600/image007.png" /></a></div><br />Now a period mapping is created where the period name does not relate to a period or year and can be used in the POV.<br /><br />At first, I created under the new duplicate target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-EazJogrcl1M/WhKWeVM4iXI/AAAAAAAAJQs/iGoHTp01Fv8Np4uSiM0_wLhBcrXVXSbnACLcBGAs/s1600/image008.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="166" data-original-width="889" height="119" src="https://4.bp.blogspot.com/-EazJogrcl1M/WhKWeVM4iXI/AAAAAAAAJQs/iGoHTp01Fv8Np4uSiM0_wLhBcrXVXSbnACLcBGAs/s640/image008.png" width="640" /></a></div><br />After testing I found that the period is not picked up in the POV and the values are read for the original target application, I also found errors were generated when using period mappings for the duplicate application.<br /><br />I removed the period mapping from the duplicate application and added one to the original application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-caF2W9WwC7c/WhKWe76-ZWI/AAAAAAAAJQw/2ayrgaBi5vohrycOn5NUQ69m4ona9NOrACLcBGAs/s1600/image009.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="167" data-original-width="906" height="116" src="https://1.bp.blogspot.com/-caF2W9WwC7c/WhKWe76-ZWI/AAAAAAAAJQw/2ayrgaBi5vohrycOn5NUQ69m4ona9NOrACLcBGAs/s640/image009.png" width="640" /></a></div><br />The target period month and year target are not important but are required for the mapping to validate.<br /><br />The source csv file I am going to load contains both the periods and years I want the data to be loaded to.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-Zs35BS1dmfQ/WhKWfICp_YI/AAAAAAAAJQ0/clv9VWnnKtQ_KPVYWn_FEEs0T3e6TLR4QCLcBGAs/s1600/image010.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="100" data-original-width="343" src="https://4.bp.blogspot.com/-Zs35BS1dmfQ/WhKWfICp_YI/AAAAAAAAJQ0/clv9VWnnKtQ_KPVYWn_FEEs0T3e6TLR4QCLcBGAs/s1600/image010.png" /></a></div><br />On to the import format, the duplicate application name is selected as the target, the mappings include the period and year dimensions because they were defined as generic in the target application dimension details.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-grGqw7zq0Bw/WhKWfPN8YMI/AAAAAAAAJQ4/z0a6YyP6ljMj7tDJo66FYlAiw4s9yx_KwCLcBGAs/s1600/image011.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="132" data-original-width="696" src="https://3.bp.blogspot.com/-grGqw7zq0Bw/WhKWfPN8YMI/AAAAAAAAJQ4/z0a6YyP6ljMj7tDJo66FYlAiw4s9yx_KwCLcBGAs/s1600/image011.png" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-l6KoEFUdqA8/WhKWfpv74jI/AAAAAAAAJQ8/eAen_VqBWBganydOkUptFKrkPouF1UjdgCLcBGAs/s1600/image012.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="272" data-original-width="445" src="https://1.bp.blogspot.com/-l6KoEFUdqA8/WhKWfpv74jI/AAAAAAAAJQ8/eAen_VqBWBganydOkUptFKrkPouF1UjdgCLcBGAs/s1600/image012.png" /></a></div><br /><br />The only thing to note in the location definition except the import format is selected.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-5SFaZ4GUtYM/WhKXO4FUdUI/AAAAAAAAJRk/bXA8sk4WmBQqjJy-UWWEG_cD0Bw9aF1WACLcBGAs/s1600/add.PNG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="197" data-original-width="671" src="https://1.bp.blogspot.com/-5SFaZ4GUtYM/WhKXO4FUdUI/AAAAAAAAJRk/bXA8sk4WmBQqjJy-UWWEG_cD0Bw9aF1WACLcBGAs/s1600/add.PNG" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"></div>The POV is set to the new location and the period to “<b>No Per/Yr</b>” which was created earlier.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://3.bp.blogspot.com/-TEcn2b7Uv6o/WhKWgAIl8hI/AAAAAAAAJRE/mj3Chs54Rpwv5O3F2hUrgXJSUEVpbH21gCLcBGAs/s1600/image014.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="21" data-original-width="525" src="https://3.bp.blogspot.com/-TEcn2b7Uv6o/WhKWgAIl8hI/AAAAAAAAJRE/mj3Chs54Rpwv5O3F2hUrgXJSUEVpbH21gCLcBGAs/s1600/image014.png" /></a></div><br />A new data load rule is created, the source csv file is uploaded and selected, the remaining properties were left as default meaning this rule would be a numeric data only type load method.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-46RdlHc4U90/WhKWgaOcAtI/AAAAAAAAJRI/TxV9FrqbNFc-bN-AGUm_lVjtCSOMsBXXwCLcBGAs/s1600/image015.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="242" data-original-width="415" src="https://4.bp.blogspot.com/-46RdlHc4U90/WhKWgaOcAtI/AAAAAAAAJRI/TxV9FrqbNFc-bN-AGUm_lVjtCSOMsBXXwCLcBGAs/s1600/image015.png" /></a></div><br />You will notice that the data load mappings also include the period and year dimensions, usually these dimensions would be mapped by the period mapping but as we are using a different method these are going to be controlled by the data load mappings.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-T3cm_GjFmZc/WhKWgg2GSdI/AAAAAAAAJRM/Lz-n4Ipv1AA4V86YNtZaqVnw8sWrBfWywCLcBGAs/s1600/image016.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="272" data-original-width="203" src="https://4.bp.blogspot.com/-T3cm_GjFmZc/WhKWgg2GSdI/AAAAAAAAJRM/Lz-n4Ipv1AA4V86YNtZaqVnw8sWrBfWywCLcBGAs/s1600/image016.png" /></a></div><br />For this simple example, all mapping except for the year dimension were created as like for like.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-UuoFjOAMcXI/WhKWg6oB8XI/AAAAAAAAJRQ/RtprGTCnJzMJonZHRLZN6rxRn8uz1F1HACLcBGAs/s1600/image017.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="214" data-original-width="359" src="https://2.bp.blogspot.com/-UuoFjOAMcXI/WhKWg6oB8XI/AAAAAAAAJRQ/RtprGTCnJzMJonZHRLZN6rxRn8uz1F1HACLcBGAs/s1600/image017.png" /></a></div><br />As the source file contains the year in the style of “YYYY” so in this example “2017” it needs to be mapped to the target planning application format of “FYYY”, for this I used a FORMAT mapping type which prefixes the target with “FY”, ignores the first two character in the source and includes the third and fourth characters.<br /><br />Now to load the source data through the workbench.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-a2dEZnzvlCk/WhKWhU3kdmI/AAAAAAAAJRU/BKg477wm_qQsjbUZrCH_9LZxzrFqoPEYACLcBGAs/s1600/image018.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="229" data-original-width="835" height="174" src="https://4.bp.blogspot.com/-a2dEZnzvlCk/WhKWhU3kdmI/AAAAAAAAJRU/BKg477wm_qQsjbUZrCH_9LZxzrFqoPEYACLcBGAs/s640/image018.png" width="640" /></a></div><br />The source data has been successfully imported and mapped, you can see that the year values have been transformed into the correct format.<br /><br />The export is then executed to load the data from data management into the target application.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-ghZJ45QS904/WhKWhemPdQI/AAAAAAAAJRY/ubxfDdMH4BgvTH45_2cCrzuRWeZ0sinlgCLcBGAs/s1600/image019.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="52" data-original-width="51" src="https://1.bp.blogspot.com/-ghZJ45QS904/WhKWhemPdQI/AAAAAAAAJRY/ubxfDdMH4BgvTH45_2cCrzuRWeZ0sinlgCLcBGAs/s1600/image019.png" /></a></div><br />To confirm the data has been loaded correctly an ad hoc retrieve was performed in Smart View.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-g6O2NECjgs4/WhKWhl7l7kI/AAAAAAAAJRc/r2mST0uFhq4rnJlZZ4xn_Oh_p9dCESixQCLcBGAs/s1600/image020.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="182" data-original-width="351" src="https://2.bp.blogspot.com/-g6O2NECjgs4/WhKWhl7l7kI/AAAAAAAAJRc/r2mST0uFhq4rnJlZZ4xn_Oh_p9dCESixQCLcBGAs/s1600/image020.png" /></a></div><br />So now I am able to drive the data load from the period/year values in a source file and by using a duplicate application this allows the existing data loads to carry on being driven by the POV with integrations against the original target application.<br /><br />I am going to leave it there for this part as I don’t want to overload with too much information, in the next part I will go through some common misunderstandings with the all data type load method and look at mapping options for the all data type.<br /><div><br /></div><br /></div> John Goodwin tag:blogger.com,1999:blog-6575283218005807475.post-297041254654401588 Tue Nov 21 2017 02:43:00 GMT-0500 (EST) Oracle Data Integration Cloud Platform: Everything You Need to Know https://www.us-analytics.com/hyperionblog/oracle-data-integration-cloud-platform <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/oracle-data-integration-cloud-platform" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/data%20integration.jpg?t=1512966730140" alt="Oracle Data Integration Cloud Platform: Everything You Need to Know" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Oracle has a new data integration solution in the cloud — combining features from all your favorite on-prem data governance and data integration tools.</p> <p>Oracle’s Data Integration Cloud Platform (DIPC) seeks to bring together everything you need from a data integration, data governance, and data quality solution in one platform. With this one tool, you’re able to connect to hundreds of data sources — on-prem and in the cloud.</p> <p>In this blog post, we’ll cover the features included in DIPC as well as uses cases, benefits, and security.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Foracle-data-integration-cloud-platform&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Becky Wagner https://www.us-analytics.com/hyperionblog/oracle-data-integration-cloud-platform Mon Nov 20 2017 17:05:05 GMT-0500 (EST) Oracle Data Integration Cloud Platform: Everything You Need to Know @usanalytics @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https://www.us-analytics.com/hyperionblog/oracle-data-integration-cloud-platform <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/oracle-data-integration-cloud-platform" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/data%20integration.jpg?t=1512966730140" alt="Oracle Data Integration Cloud Platform: Everything You Need to Know" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Oracle has a new data integration solution in the cloud — combining features from all your favorite on-prem data governance and data integration tools.</p> <p>Oracle’s Data Integration Cloud Platform (DIPC) seeks to bring together everything you need from a data integration, data governance, and data quality solution in one platform. With this one tool, you’re able to connect to hundreds of data sources — on-prem and in the cloud.</p> <p>In this blog post, we’ll cover the features included in DIPC as well as uses cases, benefits, and security.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Foracle-data-integration-cloud-platform&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Becky Wagner https://www.us-analytics.com/hyperionblog/oracle-data-integration-cloud-platform Mon Nov 20 2017 17:05:05 GMT-0500 (EST) FCCS - what if parent accounts are not populating? http://ericerikson.blogspot.com/2017/11/fccs-what-if-parent-accounts-are-not.html <div dir="ltr" style="text-align: left;" trbidi="on">Working on a FCCS project and came across an issue. Built the main income statement hierarchy using the seeded hierarchy and that worked well. Created a second, alternate hierarchy using shared members and the shared members worked well but the parents of those shared members had no data. Using the new simplified dimension editor (which currently doesn't allow you to add a shared member so you have to use the old one but anyway) all of the attributes looked good. Got some help from a friend at Oracle and turns out there is a property that needed changing. And the best place to do it, right now, is the dimension editor in Smart View.<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-L7mzFg8De7A/WhLJNCpbaJI/AAAAAAAAAfg/Ieaaht0jqW4o1LOI_19js3bxhK91bXHgwCLcBGAs/s1600/accounts.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="598" data-original-width="1116" height="340" src="https://2.bp.blogspot.com/-L7mzFg8De7A/WhLJNCpbaJI/AAAAAAAAAfg/Ieaaht0jqW4o1LOI_19js3bxhK91bXHgwCLcBGAs/s640/accounts.png" width="640" /></a></div><div><br /></div><div><br /></div><div>In our case the parent accounts, like 4050000, had no data. You think setting the Default Data Storage (shown twice in columns C and G) as Dynamic Calc would be enough but it's not. If you look at the columns, there is one that doesn't show in the simplified editor called Consol Data Storage - column F. For the parents this needs to be Dynamic Calc as shown. When the hierarchy wasn't working it was Never Share. &nbsp;So, click the cell, get the dropdown and change to Dynamic Calc (or copy/paste) and then click Submit and refresh the database.</div><div><br /></div><div>Overall I'm having fun with FCCS but it does remind me of the first year or two of HFM, where Enterprise was so mature and HFM was less so. But I'm also seeing a faster ramp-up of FCCS compared to HFM, so that's good.</div><div><br /></div><div>Have fun!</div><div><br /></div><div><br /></div><div><br /></div><div><br /></div><div><br /></div></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-8837705064254296964 Mon Nov 20 2017 07:30:00 GMT-0500 (EST) FCCS - what if parent accounts are not populating? @ericerikson @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://ericerikson.blogspot.com/2017/11/fccs-what-if-parent-accounts-are-not.html <div dir="ltr" style="text-align: left;" trbidi="on">Working on a FCCS project and came across an issue. Built the main income statement hierarchy using the seeded hierarchy and that worked well. Created a second, alternate hierarchy using shared members and the shared members worked well but the parents of those shared members had no data. Using the new simplified dimension editor (which currently doesn't allow you to add a shared member so you have to use the old one but anyway) all of the attributes looked good. Got some help from a friend at Oracle and turns out there is a property that needed changing. And the best place to do it, right now, is the dimension editor in Smart View.<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-L7mzFg8De7A/WhLJNCpbaJI/AAAAAAAAAfg/Ieaaht0jqW4o1LOI_19js3bxhK91bXHgwCLcBGAs/s1600/accounts.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="598" data-original-width="1116" height="340" src="https://2.bp.blogspot.com/-L7mzFg8De7A/WhLJNCpbaJI/AAAAAAAAAfg/Ieaaht0jqW4o1LOI_19js3bxhK91bXHgwCLcBGAs/s640/accounts.png" width="640" /></a></div><div><br /></div><div><br /></div><div>In our case the parent accounts, like 4050000, had no data. You think setting the Default Data Storage (shown twice in columns C and G) as Dynamic Calc would be enough but it's not. If you look at the columns, there is one that doesn't show in the simplified editor called Consol Data Storage - column F. For the parents this needs to be Dynamic Calc as shown. When the hierarchy wasn't working it was Never Share. &nbsp;So, click the cell, get the dropdown and change to Dynamic Calc (or copy/paste) and then click Submit and refresh the database.</div><div><br /></div><div>Overall I'm having fun with FCCS but it does remind me of the first year or two of HFM, where Enterprise was so mature and HFM was less so. But I'm also seeing a faster ramp-up of FCCS compared to HFM, so that's good.</div><div><br /></div><div>Have fun!</div><div><br /></div><div><br /></div><div><br /></div><div><br /></div><div><br /></div></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-8837705064254296964 Mon Nov 20 2017 07:30:00 GMT-0500 (EST) OAC Essbase & DV Hit Play @gadashek http://adashekepm.blogspot.com/2017/11/oac-essbase-dv-hit-play.html <a href="https://www.blogger.com/blogger.g?blogID=1699540956788037380" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"></a><span style="font-family: Trebuchet MS, sans-serif;"></span><br /><div style="text-align: left;"><span style="font-family: Trebuchet MS, sans-serif;"><br /></span></div><div style="text-align: left;"><span style="font-family: Trebuchet MS, sans-serif;">Have to say that I am really liking the OAC DV and the custom Plug-Ins that you can easily download and drag and drop the zip file!</span></div><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">I mentioned a few of them in my <a href="http://adashek-epm.blogspot.com/2017/11/oac-data-viz-bi-new-dbx-v12211108.html" target="_blank">prior post</a> with the Tree Viz and the Row Expander</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br /><span style="font-family: Trebuchet MS, sans-serif;">This is another custom plug-in that is really fun to use, Dim Player</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Again, a few</span><br /><b><span style="font-family: Trebuchet MS, sans-serif;">Easy Prep Steps:</span></b><br /><br /><ul><li><b><span style="font-family: Trebuchet MS, sans-serif;">Navigate using your favorite browser to -&gt; https://www.oracle.com/solutions/business-analytics/data-visualization/library.html</span></b></li><li><b><span style="font-family: Trebuchet MS, sans-serif;">Click the 'Plug-ins' tab</span></b></li><li><b><span style="font-family: Trebuchet MS, sans-serif;">Find the Plug-in that you are interested in adding to your set of visualizations</span></b></li><li><b><span style="font-family: Trebuchet MS, sans-serif;">Download the Zip file</span></b></li></ul><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><a href="http://4.bp.blogspot.com/-SEuSX1KI-Tg/WhB5YJmZInI/AAAAAAAAC1Q/ukIV_5OY110LDZWxy2J-BlRCdkJUzVyPQCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.52%2BPM.png" imageanchor="1"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" height="194" src="https://4.bp.blogspot.com/-SEuSX1KI-Tg/WhB5YJmZInI/AAAAAAAAC1Q/ukIV_5OY110LDZWxy2J-BlRCdkJUzVyPQCK4BGAYYCw/s200/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.52%2BPM.png" width="200" /></span></a><br /><a href="http://1.bp.blogspot.com/-_G-DMxtXL1c/WhB5e8wXMLI/AAAAAAAAC1g/wCVKI2znducTLUECm3fMcs3R0z-rf4xPwCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.15.03%2BPM.png" imageanchor="1"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" height="51" src="https://1.bp.blogspot.com/-_G-DMxtXL1c/WhB5e8wXMLI/AAAAAAAAC1g/wCVKI2znducTLUECm3fMcs3R0z-rf4xPwCK4BGAYYCw/s200/Screen%2BShot%2B2017-11-18%2Bat%2B12.15.03%2BPM.png" width="200" /></span></a><br /><a href="http://2.bp.blogspot.com/-vFGGzWrq1bM/WhB5az5QLTI/AAAAAAAAC1Y/ayvcwxxmcQs-dqX43gAExoLxRxoQ42JdgCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.37%2BPM.png" imageanchor="1"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" height="165" src="https://2.bp.blogspot.com/-vFGGzWrq1bM/WhB5az5QLTI/AAAAAAAAC1Y/ayvcwxxmcQs-dqX43gAExoLxRxoQ42JdgCK4BGAYYCw/s200/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.37%2BPM.png" width="200" /></span></a><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br /><span style="font-family: Trebuchet MS, sans-serif;">Here are a few tips to make sure that you are able to properly use this plug-in</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">You need to have a Dimension with the Dimension&nbsp;Type = Time (required)</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-Vts50nr0eb0/WhB-xpkFC-I/AAAAAAAAC10/pFWcdBRUOXYduUSPthaLZDSab4YFjkwHQCK4BGAYYCw/s1600/OAC_MLB_time.png" imageanchor="1"><img border="0" height="286" src="https://2.bp.blogspot.com/-Vts50nr0eb0/WhB-xpkFC-I/AAAAAAAAC10/pFWcdBRUOXYduUSPthaLZDSab4YFjkwHQCK4BGAYYCw/s640/OAC_MLB_time.png" width="640" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br />Years dimension is shown with a clock 🕒<br /><br /><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://3.bp.blogspot.com/-tlHR00sWc5U/WhB_IWB72iI/AAAAAAAAC18/-GEY_KBulFIjvf0OIyz9jrIPlVuYIyjEACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.40.20%2BPM.png" imageanchor="1"><img border="0" height="640" src="https://3.bp.blogspot.com/-tlHR00sWc5U/WhB_IWB72iI/AAAAAAAAC18/-GEY_KBulFIjvf0OIyz9jrIPlVuYIyjEACK4BGAYYCw/s640/Screen%2BShot%2B2017-11-18%2Bat%2B12.40.20%2BPM.png" width="449" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Start creating your Project, select your dataset(source), visualization.. add measure(s) etc.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Next you want to navigate on the left menu column and click the vertical bar icon for Visualizations.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://3.bp.blogspot.com/-D7cWz6zFWb8/WhCFi0h1JTI/AAAAAAAAC2U/vUL3EhEJux49Ohogm2yhlHpSbTYRXDiTgCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.06.20%2BPM.png" imageanchor="1"><img border="0" src="https://3.bp.blogspot.com/-D7cWz6zFWb8/WhCFi0h1JTI/AAAAAAAAC2U/vUL3EhEJux49Ohogm2yhlHpSbTYRXDiTgCK4BGAYYCw/s400/Screen%2BShot%2B2017-11-18%2Bat%2B1.06.20%2BPM.png" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Scroll to find your next viz to add, in this case DimPlayer, drag it onto your canvas</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-pd4dkRWjHjw/WhCHFvbZ7LI/AAAAAAAAC3E/US-jpbtbBZ82Wzt7CKhdJ7pDDj8F3riHQCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" imageanchor="1"><img border="0" height="93" src="https://2.bp.blogspot.com/-pd4dkRWjHjw/WhCHFvbZ7LI/AAAAAAAAC3E/US-jpbtbBZ82Wzt7CKhdJ7pDDj8F3riHQCK4BGAYYCw/s320/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">The magic of this plug-in is that it uses the Time tagged dimension as the Play Axis</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-ITU7-Vc0A7w/WhCGyIfHrrI/AAAAAAAAC28/lHa2F7DYPCcVAS_mgWcI4g7mHRALGeHAACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.23%2BPM.png" imageanchor="1"><img border="0" height="265" src="https://2.bp.blogspot.com/-ITU7-Vc0A7w/WhCGyIfHrrI/AAAAAAAAC28/lHa2F7DYPCcVAS_mgWcI4g7mHRALGeHAACK4BGAYYCw/s320/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.23%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">In my MLB cube, I have the Years dimension, drag the desired Generation in as the PlayAxis</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://3.bp.blogspot.com/-xkfvgi__YcA/WhCGY_jFKsI/AAAAAAAAC2o/1-WmLWK6HEQ8gMBmMmVvs3xtae9cNBjLACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.39%2BPM.png" imageanchor="1"><img border="0" height="199" src="https://3.bp.blogspot.com/-xkfvgi__YcA/WhCGY_jFKsI/AAAAAAAAC2o/1-WmLWK6HEQ8gMBmMmVvs3xtae9cNBjLACK4BGAYYCw/s320/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.39%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">But we are not ready. We need to ensure a few more items.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Open the 'menu' of this newly added viz.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://1.bp.blogspot.com/-iUObAGKMLcM/WhCJa2T7WGI/AAAAAAAAC38/G92s0vaJAxAKUpkNbyLe6iJCmg-6N89qQCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.20%2BPM.png" imageanchor="1"><img border="0" height="400" src="https://1.bp.blogspot.com/-iUObAGKMLcM/WhCJa2T7WGI/AAAAAAAAC38/G92s0vaJAxAKUpkNbyLe6iJCmg-6N89qQCK4BGAYYCw/s400/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.20%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Click/check ' Use as Filter'</span><br /><br /><br /><a href="http://3.bp.blogspot.com/-Ej6dnMjqZLQ/WhCIpX5HmbI/AAAAAAAAC3o/hplmSwyxpGcrqN_I_xKNluuEuTBmPSx3wCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.11%2BPM.png" imageanchor="1"><img border="0" height="400" src="https://3.bp.blogspot.com/-Ej6dnMjqZLQ/WhCIpX5HmbI/AAAAAAAAC3o/hplmSwyxpGcrqN_I_xKNluuEuTBmPSx3wCK4BGAYYCw/s400/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.11%2BPM.png" width="321" /></a><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">You also have the ability to change the speed of the refresh rate of the viz, just use the interval and key-in&nbsp;+/-&nbsp;the # of seconds you would prefer.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-MYUI0PEpT5s/WhCItq_pPqI/AAAAAAAAC3w/qG-hsSXGXzo3r8DOSRjDh0-ru0kxglzpACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" imageanchor="1"><img border="0" height="187" src="https://2.bp.blogspot.com/-MYUI0PEpT5s/WhCItq_pPqI/AAAAAAAAC3w/qG-hsSXGXzo3r8DOSRjDh0-ru0kxglzpACK4BGAYYCw/s640/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" width="640" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">You are now ready to Just.Hit.Play</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">All of the MLB Homeruns hit over time in approx. 1min!</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><div class="separator" style="clear: both; text-align: center;"><iframe allowFullScreen='true' webkitallowfullscreen='true' mozallowfullscreen='true' width='320' height='266' src='https://www.blogger.com/video.g?token=AD6v5dzss040Bw5QXfVgh4c2FNyX242wRFRxxIMhtqef469x17D9laIONy4540YGBUpBWbkn7kcpfiK8dAlKCK7GyA' class='b-hbp-video b-uploaded' FRAMEBORDER='0' /></div><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br /> G Adashek tag:blogger.com,1999:blog-1699540956788037380.post-8444616917418460842 Sat Nov 18 2017 14:35:00 GMT-0500 (EST) OAC Essbase & DV Hit Play http://adashek-epm.blogspot.com/2017/11/oac-essbase-dv-hit-play.html <a href="https://www.blogger.com/blogger.g?blogID=1699540956788037380" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"></a><span style="font-family: Trebuchet MS, sans-serif;"></span><br /><div style="text-align: left;"><span style="font-family: Trebuchet MS, sans-serif;"><br /></span></div><div style="text-align: left;"><span style="font-famly: Trebuchet MS, sans-serif;">Have to say that I am really liking the OAC DV and the custom Plug-Ins that you can easily download and drag and drop the zip file!</span></div><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">I mentioned a few of them in my <a href="http://adashek-epm.blogspot.com/2017/11/oac-data-viz-bi-new-dbx-v12211108.html" target="_blank">prior post</a> with the Tree Viz and the Row Expander</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br /><span style="font-family: Trebuchet MS, sans-serif;">This is another custom plug-in that is really fun to use, Dim Player</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Again, a few</span><br /><b><span style="font-family: Trebuchet MS, sans-serif;">Easy Prep Steps:</span></b><br /><br /><ul><li><b><span style="font-family: Trebuchet MS, sans-serif;">Navigate using your favorite browser to -&gt; https://www.oracle.com/solutions/business-analytics/data-visualization/library.html</span></b></li><li><b><span style="font-family: Trebuchet MS, sans-serif;">Click the 'Plug-ins' tab</span></b></li><li><b><span style="font-family: Trebuchet MS, sans-serif;">Find the Plug-in that you are interested in adding to your set of visualizations</span></b></li><li><b><span style="font-family: Trebuchet MS, sans-serif;">Download the Zip file</span></b></li></ul><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><a href="http://4.bp.blogspot.com/-SEuSX1KI-Tg/WhB5YJmZInI/AAAAAAAAC1Q/ukIV_5OY110LDZWxy2J-BlRCdkJUzVyPQCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.52%2BPM.png" imageanchor="1"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" height="194" src="https://4.bp.blogspot.com/-SEuSX1KI-Tg/WhB5YJmZInI/AAAAAAAAC1Q/ukIV_5OY110LDZWxy2J-BlRCdkJUzVyPQCK4BGAYYCw/s200/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.52%2BPM.png" width="200" /></span></a><br /><a href="http://1.bp.blogspot.com/-_G-DMxtXL1c/WhB5e8wXMLI/AAAAAAAAC1g/wCVKI2znducTLUECm3fMcs3R0z-rf4xPwCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.15.03%2BPM.png" imageanchor="1"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" height="51" src="https://1.bp.blogspot.com/-_G-DMxtXL1c/WhB5e8wXMLI/AAAAAAAAC1g/wCVKI2znducTLUECm3fMcs3R0z-rf4xPwCK4BGAYYCw/s200/Screen%2BShot%2B2017-11-18%2Bat%2B12.15.03%2BPM.png" width="200" /></span></a><br /><a href="http://2.bp.blogspot.com/-vFGGzWrq1bM/WhB5az5QLTI/AAAAAAAAC1Y/ayvcwxxmcQs-dqX43gAExoLxRxoQ42JdgCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.37%2BPM.png" imageanchor="1"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" height="165" src="https://2.bp.blogspot.com/-vFGGzWrq1bM/WhB5az5QLTI/AAAAAAAAC1Y/ayvcwxxmcQs-dqX43gAExoLxRxoQ42JdgCK4BGAYYCw/s200/Screen%2BShot%2B2017-11-18%2Bat%2B12.14.37%2BPM.png" width="200" /></span></a><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br /><span style="font-family: Trebuchet MS, sans-serif;">Here are a few tips to make sure that you are able to properly use this plug-in</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">You need to have a Dimension with the Dimension&nbsp;Type = Time (required)</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-Vts50nr0eb0/WhB-xpkFC-I/AAAAAAAAC10/pFWcdBRUOXYduUSPthaLZDSab4YFjkwHQCK4BGAYYCw/s1600/OAC_MLB_time.png" imageanchor="1"><img border="0" height="286" src="https://2.bp.blogspot.com/-Vts50nr0eb0/WhB-xpkFC-I/AAAAAAAAC10/pFWcdBRUOXYduUSPthaLZDSab4YFjkwHQCK4BGAYYCw/s640/OAC_MLB_time.png" width="640" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br />Years dimension is shown with a clock 🕒<br /><br /><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://3.bp.blogspot.com/-tlHR00sWc5U/WhB_IWB72iI/AAAAAAAAC18/-GEY_KBulFIjvf0OIyz9jrIPlVuYIyjEACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B12.40.20%2BPM.png" imageanchor="1"><img border="0" height="640" src="https://3.bp.blogspot.com/-tlHR00sWc5U/WhB_IWB72iI/AAAAAAAAC18/-GEY_KBulFIjvf0OIyz9jrIPlVuYIyjEACK4BGAYYCw/s640/Screen%2BShot%2B2017-11-18%2Bat%2B12.40.20%2BPM.png" width="449" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Start creating your Project, select your dataset(source), visualization.. add measure(s) etc.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Next you want to navigate on the left menu column and click the vertical bar icon for Visualizations.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://3.bp.blogspot.com/-D7cWz6zFWb8/WhCFi0h1JTI/AAAAAAAAC2U/vUL3EhEJux49Ohogm2yhlHpSbTYRXDiTgCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.06.20%2BPM.png" imageanchor="1"><img border="0" src="https://3.bp.blogspot.com/-D7cWz6zFWb8/WhCFi0h1JTI/AAAAAAAAC2U/vUL3EhEJux49Ohogm2yhlHpSbTYRXDiTgCK4BGAYYCw/s400/Screen%2BShot%2B2017-11-18%2Bat%2B1.06.20%2BPM.png" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Scroll to find your next viz to add, in this case DimPlayer, drag it onto your canvas</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-pd4dkRWjHjw/WhCHFvbZ7LI/AAAAAAAAC3E/US-jpbtbBZ82Wzt7CKhdJ7pDDj8F3riHQCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" imageanchor="1"><img border="0" height="93" src="https://2.bp.blogspot.com/-pd4dkRWjHjw/WhCHFvbZ7LI/AAAAAAAAC3E/US-jpbtbBZ82Wzt7CKhdJ7pDDj8F3riHQCK4BGAYYCw/s320/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">The magic of this plug-in is that it uses the Time tagged dimension as the Play Axis</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-ITU7-Vc0A7w/WhCGyIfHrrI/AAAAAAAAC28/lHa2F7DYPCcVAS_mgWcI4g7mHRALGeHAACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.23%2BPM.png" imageanchor="1"><img border="0" height="265" src="https://2.bp.blogspot.com/-ITU7-Vc0A7w/WhCGyIfHrrI/AAAAAAAAC28/lHa2F7DYPCcVAS_mgWcI4g7mHRALGeHAACK4BGAYYCw/s320/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.23%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">In my MLB cube, I have the Years dimension, drag the desired Generation in as the PlayAxis</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://3.bp.blogspot.com/-xkfvgi__YcA/WhCGY_jFKsI/AAAAAAAAC2o/1-WmLWK6HEQ8gMBmMmVvs3xtae9cNBjLACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.39%2BPM.png" imageanchor="1"><img border="0" height="199" src="https://3.bp.blogspot.com/-xkfvgi__YcA/WhCGY_jFKsI/AAAAAAAAC2o/1-WmLWK6HEQ8gMBmMmVvs3xtae9cNBjLACK4BGAYYCw/s320/Screen%2BShot%2B2017-11-18%2Bat%2B1.07.39%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">But we are not ready. We need to ensure a few more items.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Open the 'menu' of this newly added viz.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://1.bp.blogspot.com/-iUObAGKMLcM/WhCJa2T7WGI/AAAAAAAAC38/G92s0vaJAxAKUpkNbyLe6iJCmg-6N89qQCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.20%2BPM.png" imageanchor="1"><img border="0" height="400" src="https://1.bp.blogspot.com/-iUObAGKMLcM/WhCJa2T7WGI/AAAAAAAAC38/G92s0vaJAxAKUpkNbyLe6iJCmg-6N89qQCK4BGAYYCw/s400/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.20%2BPM.png" width="320" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">Click/check ' Use as Filter'</span><br /><br /><br /><a href="http://3.bp.blogspot.com/-Ej6dnMjqZLQ/WhCIpX5HmbI/AAAAAAAAC3o/hplmSwyxpGcrqN_I_xKNluuEuTBmPSx3wCK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.11%2BPM.png" imageanchor="1"><img border="0" height="400" src="https://3.bp.blogspot.com/-Ej6dnMjqZLQ/WhCIpX5HmbI/AAAAAAAAC3o/hplmSwyxpGcrqN_I_xKNluuEuTBmPSx3wCK4BGAYYCw/s400/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.11%2BPM.png" width="321" /></a><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">You also have the ability to change the speed of the refresh rate of the viz, just use the interval and key-in&nbsp;+/-&nbsp;the # of seconds you would prefer.</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><a href="http://2.bp.blogspot.com/-MYUI0PEpT5s/WhCItq_pPqI/AAAAAAAAC3w/qG-hsSXGXzo3r8DOSRjDh0-ru0kxglzpACK4BGAYYCw/s1600/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" imageanchor="1"><img border="0" height="187" src="https://2.bp.blogspot.com/-MYUI0PEpT5s/WhCItq_pPqI/AAAAAAAAC3w/qG-hsSXGXzo3r8DOSRjDh0-ru0kxglzpACK4BGAYYCw/s640/Screen%2BShot%2B2017-11-18%2Bat%2B1.08.02%2BPM.png" width="640" /></a></span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">You are now ready to Just.Hit.Play</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;">All of the MLB Homeruns hit over time in approx. 1min!</span><br /><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><div class="separator" style="clear: both; text-align: center;"><iframe allowFullScreen='true' webkitallowfullscreen='true' mozallowfullscreen='true' width='320' height='266' src='https://www.blogger.com/video.g?token=AD6v5dzss040Bw5QXfVgh4c2FNyX242wRFRxxIMhtqef469x17D9laIONy4540YGBUpBWbkn7kcpfiK8dAlKCK7GyA' class='b-hbp-video b-uploaded' FRAMEBORDER='0' /></div><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><span style="font-family: Trebuchet MS, sans-serif;"><br /></span><br /> G Adashek tag:blogger.com,1999:blog-1699540956788037380.post-8444616917418460842 Sat Nov 18 2017 14:35:00 GMT-0500 (EST) What’s EPRCS? Management Reporting from Oracle EPM, BI & ERP Data https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/Oracle%20EPRCS.jpg?t=1512966730140" alt="Oracle EPRCS.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Finding a solution that allows for collaborative financial reporting that retains data integrity is an important goal for many organizations. It’s not a decision to take lightly, and you probably have a lot of questions about each tool you’re looking at.</p> <p>If you use Oracle EPM, BI, and/or ERP technology, you’re likely considering Oracle Enterprise Performance Reporting Cloud Service — a management and narrative reporting tool designed specifically for your Oracle systems.</p> <p>To help you decide if EPRCS is a good fit for you, we’ve covered frequently asked questions in this blog post. If you prefer video, skip straight to the <a href="https://www.us-analytics.com/video-oracle-enterprise-performance-reporting-cloud-service-eprcs">EPRCS demo</a> for a visual tour.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fenterprise-performance-reporting-cloud&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud Fri Nov 17 2017 13:34:40 GMT-0500 (EST) What’s EPRCS? Management Reporting from Oracle EPM, BI & ERP Data @usanalytics @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/Oracle%20EPRCS.jpg?t=1511385206548" alt="Oracle EPRCS.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Finding a solution that allows for collaborative financial reporting that retains data integrity is an important goal for many organizations. It’s not a decision to take lightly, and you probably have a lot of qutions about each tool you’re looking at.</p> <p>If you use Oracle EPM, BI, and/or ERP technology, you’re likely considering Oracle Enterprise Performance Rorting Cloud Service — a management and narrative reporting tool designed specifically for your Oracle systems.</p> <p>To help you decide if EPRCS is a good fit for you, we’ve covered frequently asked questions in this blog post. If you prefer video, skip straight to the <a href="https://www.us-analytics.com/video-oracle-enterprise-performance-reporting-cloud-service-eprcs">EPRCS demo</a> for a visual tour.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fenterprise-performance-reporting-cloud&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/enterprise-performance-repoing-cloud Fri Nov 17 2017 13:34:40 GMT-0500 (EST) What’s EPRCS? Management Reporting from Oracle EPM, BI & ERP Data @usanalytics https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/Oracle%20EPRCS.jpg?t=1512966730140" alt="Oracle EPRCS.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Finding a solution that allows for collaborative financial reporting that retains data integrity is an important goal for many organizations. It’s not a decision to take lightly, and you probably have a lot of questions about each tool you’re looking at.</p> <p>If you use Oracle EPM, BI, and/or ERP technology, you’re likely considering Oracle Enterprise Performance Reporting Cloud Service — a management and narrative reporting tool designed specifically for your Oracle systems.</p> <p>To help you decide if EPRCS is a good fit for you, we’ve covered frequently asked questions in this blog post. If you prefer video, skip straight to the <a href="https://www.us-analytics.com/video-oracle-enterprise-performance-reporting-cloud-service-eprcs">EPRCS demo</a> for a visual tour.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fenterprise-performance-reporting-cloud&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/enterprise-performance-reporting-cloud Fri Nov 17 2017 13:34:40 GMT-0500 (EST) DEVEPM on Oracle Magazine @devepm @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https://devepm.com/2017/11/16/devepm-on-oracle-magazine/ Hi all! Very quick post today! Rodrigo was interviewed by Oracle Magazine for the November/December issue. Check it out! DEVEPM on Oracle Magazine Thanks! Advertisements<img alt="" border="0" src="https://pixel.wp.com/b.gif?host=devepm.com&#038;blog=33318620&#038;post=1701&#038;subd=devepm&#038;ref=&#038;feed=1" width="1" height="1" /> radk00 http://devepm.com/?p=1701 Thu Nov 16 2017 10:44:23 GMT-0500 (EST) DEVEPM on Oracle Magazine @vepm @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https:/evepm.com/20171/16/devepm-on-oracle-magazine/ Hi all! Very quick post today!odrigo was inerviewed by Oracle Magazine or the November/December issue. Check it out! DEVEPM on Oracle Magazine Thanks! Advertisements<img alt="" borde="0" src="http://pixel.wp.com/b.gif?host=devepm.com&#038;blog=33318620&#038;post=1701&#038;subd=devepm&#038;ref=&#038feed=1" width="1" height="1" /> radk00 htt//devepm.com/?p=1701 Thu Nov 16 2017 10:44:23 GMT-0500 (EST) DEVEPM on Oracle Magazine @devepm @orclEPMblogs @orclEPMbogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @oclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https://devepm.com/2017/11/16/devepm-on-oracle-magazine/ Hi all! Very quick post today! Rodrigo was interviewed by Oracle Magazine for the November/December issue. Check it out! DEVEPM on Oracle Magazine Thanks! Advertisements<img alt="" border="0" src="https://pixel.wp.com/b.gif?host=devepm.com&#038;blog=33318620&#038;post=1701&#038;subd=devepm&#038;ref=&#038;feed=1" width="1" height="1" /> radk00 https://devepm.com/2017/11/16/devepm-on-oracle-magazine/ Thu Nov 16 2017 10:44:23 GMT-0500 (EST) DEVEPM on Oracle Magazine @vepm @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs https:/evepm.com/20171/16/devepm-on-oracle-magazine/ Hi all! Very quick post today!odrigo was interviewed by Oracle Magazine for the November/December issue. Check it out! DEVEPM on Oracle Magazine Thanks! Advertisements<img alt="" border="0" src="https://pixel.wp.com/b.gif?host=devepm.com&#038;blog=33318620&#038;post=1701&#038;subd=devepm&#038;ref=&#038;feed=1" width="1" height="1" /> radk00 htt//devepm.com?p=1701 Thu Nov 16 2017 10:44:23 GMT-0500 (EST) DEVEPM on Oracle Magazine https://devepm.com/2017/11/16/devepm-on-oracle-magazine/ Hi all! Very quick post today! Rodrigo was interviewed by Oracle Magazine for the November/December issue. Check it out! DEVEPM on Oracle Magazine Thanks! Advertisements<img alt="" border="0" src="https://pixel.wp.com/b.gif?host=devepm.com&#038;blog=33318620&#038;post=1701&#038;subd=devepm&#038;ref=&#038;feed=1" width="1" height="1" /> radk00 http://devepm.com/?p=1701 Thu Nov 16 2017 10:44:23 GMT-0500 (EST) Now EPM Automate Supports Proxies That Require Authentication! http://blog.checkpointllc.com/now-epm-automate-supports-proxies-that-require-authentication <p>With the latest Oracle Cloud Updates the EPM Automate utility now supports proxy authentication. The EPM Automate utility is the tool used for automating many of the maintenance activities in the EPM cloud. With the 17.10 Oracle Cloud updates released in October the utility has been updated to allow for additional login functionality that support Internet Proxies which require authentication. For more information administrators should check out the latest documentation available from Oracle. New login command information for EPM Automate can be found here <a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-124-0D810B06">EPM Automate Login Commands</a>.</p> <p>&nbsp;</p> <img src="https://track.hubspot.com/__ptq.gif?a=297092&amp;k=14&amp;r=http%3A%2F%2Fblog.checkpointllc.com%2Fnow-epm-automate-supports-proxies-that-require-authentication&amp;bu=http%253A%252F%252Fblog.checkpointllc.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Mike Turner http://blog.checkpointllc.com/now-epm-automate-supports-proxies-that-require-authentication Thu Nov 16 2017 09:12:00 GMT-0500 (EST) Now EPM Automate Supports Proxies That Require Authentication! @CheckPointllc @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://blog.checkpointllc.com/now-epm-automate-supports-proxies-that-require-authentication <p>With the latest Oracle Cloud Updates the EPM Automate utility now supports proxy authentication. The EPM Automate utility is the tool used for automating many of the maintenance activities in the EPM cloud. With the 17.10 Oracle Cloud updates released in October the utility has been updated to allow for additional login functionality that support Internet Proxies which require authentication. For more information administrators should check out the latest documentation available from Oracle. New login command information for EPM Automate can be found here <a href="https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-124-0D810B06">EPM Automate Login Commands</a>.</p> <p>&nbsp;</p> <img src="http://track.hubspot.com/__ptq.gif?a=297092&amp;k=14&amp;r=http%3A%2F%2Fblog.checkpointllc.com%2Fnow-epm-automate-supports-proxies-that-require-authentication&amp;bu=http%253A%252F%252Fblog.checkpointllc.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Mike Turner http://blog.checkpointllc.com/now-epm-automate-supports-proxies-that-require-authentication Thu Nov 16 2017 09:12:00 GMT-0500 (EST) Firefox Update Breaks Smart View Links (On-Premise + Cloud) @HVilminko @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orlEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://feedproxy.google.com/~r/hyperionfinn/~3/AWKSsjbLkRc/firefox-update-breaks-smart-view-links.html Mozilla has just released a new version of their browser: <a href="https://www.mozilla.org/en-US/firefox/57.0/releasenotes/" target="_blank">Firefox 57 “Quantum”</a>. The new release is <a href="https://blog.mozilla.org/firefox/quantum-performance-test/" target="_blank">promised to be even faster than before</a>, but there is one downside as well; it disables extensions that haven’t been implemented with the new WebExtensions technology. The extension installed by Oracle Smart View is among the "legacy" extensions that can't be used with the latest Firefox version.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s1600/firefox%2B57%2Band%2Bsv%2Bextension.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="220" data-original-width="961" height="91" src="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s400/firefox%2B57%2Band%2Bsv%2Bextension.png" width="400" /></a></div><br />This means that the "Open in Smart View" links in HFM, Planning, PBCS and FCCS will cease to work in latest Firefox because they rely on the old extension.<br /><br /><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="255" data-original-width="597" height="136" src="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (HFM)</span></td></tr></tbody></table><div class="separator" style="clear: both; text-align: center;"><br /></div><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="437" data-original-width="490" height="285" src="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (PBCS)</span></td></tr></body></table><br />Oracle has published the following statement in the latest Smart View readme file and also in the monthly notes for the EPM Cloud Services.<r /><br /><blockquote><b>USING FIREFOX ESR 52.4.2 WITH SMART VIEW</b></blockquote><blockquote>Future releases of Mozilla Firefox will be phasing out support for XUL-based add-ons such as Smart View. Starting in mid-November 2017, only add-ons and extensions built with new web extension technology will work in Firefox. Therefore, Smart View 11.1.2.5.710 only supports <u>Firefox versions up to ESR 52.4.1. If you want to continue using Firefox with Smart View 11.1.2.5.710, do not upgrade your Firefox browser.</u> If your Firefox browser is set to automatically install updates, Oracle recommends changing the setting to “Check for updates, but let me choose whether to install them.” See the Firefox help for instructions on changing this setting.</blockquote><br />I have not heard any official statements yet, but I hope that Oracle will update the Smart View extension to work with the latest version soon. Meanwhile your best option is to use the less frequently updated&nbsp;<a href="https://www.mozilla.org/en-US/firefox/organizations/" target="_blank">Firefox ESR version</a> as Oracle recommends.<img src="http://feeds.feedburner.com/~r/hyperionfinn/~4/AWKSsjbLkRc" height="1" width="1" alt=""/> Henri Vilminko tag:blgger.com,1999:blog-6873528634794784349.post-740235213025092421 Wed Nov 15 2017 15:05:00 GMT-0500 (EST) Firefox Update Breaks Smart View Links (On-Premise + Cloud) @HVilminko @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://feedproxy.google.com/~r/hyperionfinn/~3/AWKSsjbLkRc/firefox-update-breaks-smart-view-links.html Mozilla has just released a new version of their browser: <a href="https://www.mozilla.org/en-US/firefox/57.0/releasenotes/" target="_blank">Firefox 57 “Quantum”</a>. The new release is <a href="https://blog.mozilla.org/firefox/quantum-performance-test/" target="_blank">promised to be even faster than before</a>, but there is one downside as well; it disables extensions that haven’t been implemented with the new WebExtensions technology. The extension installed by Oracle Smart View is among the "legacy" extensions that can't be used with the latest Firefox version.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s1600/firefox%2B57%2Band%2Bsv%2Bextension.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="220" data-original-width="961" height="91" src="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s400/firefox%2B57%2Band%2Bsv%2Bextension.png" width="400" /></a></div><br />This means that the "Open in Smart View" links in HFM, Planning, PBCS and FCCS will cease to work in latest Firefox because they rely on the old extension.<br /><br /><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="255" data-original-width="597" height="136" src="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (HFM)</span></td></tr></tbody></table><div class="separator" style="clear: both; text-align: center;"><br /></div><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="437" data-original-width="490" height="285" src="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (PBCS)</span></td></tr></body></table><br />Oracle has published the following statement in the latest Smart View readme file and also in the monthly notes for the EPM Cloud Services.<br /><br /><blockquote><b>USING FIREFOX ESR 52.4.2 WITH SMART VIEW</b></blockquote><blockquote>Future releases of Mozilla Firefox will be phasing out support for XUL-based add-ons such as Smart View. Starting in mid-November 2017, only add-ons and extensions built with new web extension technology will work in Firefox. Therefore, Smart View 11.1.2.5.710 only supports <u>Firefox versions up to ESR 52.4.1. If you want to continue using Firefox with Smart View 11.1.2.5.710, do not upgrade your Firefox browser.</u> If your Firefox browser is set to automatically install updates, Oracle recommends changing the setting to “Check for updates, but let me choose whether to install them.” See the Firefox help fr instructions on changing this setting.</blockquote><br /&g;I have not heard any official statements yet, but I hope that Oraclewill update the Smart View extension to work with the latest version oon. Meanwhile your best option is to use the less frequently updatedamp;nbsp;<a href="https://www.mozilla.org/en-US/firefox/oganizations/" target="_blank">Firefox ESR version</a> as Oracle recommends.<img src="http://feeds.feedburner.com/~r/hyperionfinn/~4/AWKSsjbLkRc" height="1" width="1" alt=""/> Henri Vilminko tag:blogger.com,1999:blog-6873528634794784349.post-740235213025092421 Wed Nov 15 2017 15:05:00 GMT-0500 (EST) Firefox Update Breaks Smart View Links (On-Premise + Cloud) @HVilminko http://feedproxy.google.com/~r/hyperionfinn/~3/AWKSsjbLkRc/firefox-update-breaks-smart-view-links.html Mozilla has just released a new version of their browser: <a href="https://www.mozilla.org/en-US/firefox/57.0/releasenotes/" target="_blank">Firefox 57 “Quantum”</a>. The new release is <a href="https://blog.mozilla.org/firefox/quantum-performance-test/" target="_blank">promised to be even faster than before</a>, but there is one downside as well; it disables extensions that haven’t been implemented with the new WebExtensions technology. The extension installed by Oracle Smart View is among the "legacy" extensions that can't be used with the latest Firefox version.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s1600/firefox%2B57%2Band%2Bsv%2Bextension.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="220" data-original-width="961" height="91" src="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s400/firefox%2B57%2Band%2Bsv%2Bextension.png" width="400" /></a></div><br />This means that the "Open in Smart View" links in HFM, Planning, PBCS and FCCS will cease to work in latest Firefox because they rely on the old extension.<br /><br /><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="255" data-original-width="597" height="136" src="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (HFM)</span></td></tr></tbody></table><div class="separator" style="clear: both; text-align: center;"><br /></div><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="437" data-original-width="490" height="285" src="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (PBCS)</span></td></tr></tbody></table><br />Oracle has published the following statement in the latest Smart View readme file and also in the monthly notes for the EPM Cloud Services.<br /><br /><blockquote><b>USING FIREFOX ESR 52.4.2 WITH SMART VIEW</b></blockquote><blockquote>Future releases of Mozilla Firefox will be phasing out support for XUL-based add-ons such as Smart View. Starting in mid-November 2017, only add-ons and extensions built with new web extension technology will work in Firefox. Therefore, Smart View 11.1.2.5.710 only supports <u>Firefox versions up to ESR 52.4.1. If you want to continue using Firefox with Smart View 11.1.2.5.710, do not upgrade your Firefox browser.</u> If your Firefox browser is set to automatically install updates, Oracle recommends changing the setting to “Check for updates, but let me choose whether to install them.” See the Firefox help for instructions on changing this setting.</blockquote><br />I have not heard any official statements yet, but I hope that Oracle will update the Smart View extension to work with the latest version soon. Meanwhile your best option is to use the less frequently updated&nbsp;<a href="https://www.mozilla.org/en-US/firefox/organizations/" target="_blank">Firefox ESR version</a> as Oracle recommends.<img src="http://feeds.feedburner.com/~r/hyperionfinn/~4/AWKSsjbLkRc" height="1" width="1" alt=""/> Henri Vilminko tag:blogger.com,1999:blog-6873528634794784349.post-7402352130525092421 Wed Nov 15 2017 15:05:00 GMT-0500 (EST) Firefox Update Breaks Smart View Links (On-Premise + Cloud) http://feedproxy.google.com/~r/hyperionfinn/~3/AWKSsjbLkRc/firefox-update-breaks-smart-view-links.html Mozilla has just released a new version of their browser: <a href="https://www.mozilla.org/en-US/firefox/57.0/releasenotes/" target="_blank">Firefox 57 “Quantum”</a>. The new release is <a href="https://blog.mozilla.org/firefox/quantum-performance-test/" target="_blank">promised to be even faster than before</a>, but there is one downside as well; it disables extensions that haven’t been implemented with the new WebExtensions technology. The extension installed by Oracle Smart View is among the "legacy" extensions that can't be used with the latest Firefox version.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s1600/firefox%2B57%2Band%2Bsv%2Bextension.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="220" data-original-width="961" height="91" src="https://2.bp.blogspot.com/-B-jKiq7JX3M/WgwedUFb_fI/AAAAAAAACcM/HoDPyw447zMk2kLpbfH6qDcFOhu41KtywCLcBGAs/s400/firefox%2B57%2Band%2Bsv%2Bextension.png" width="400" /></a></div><br />This means that the "Open in Smart View" links in HFM, Planning, PBCS and FCCS will cease to work in latest Firefox because they rely on the old extension.<br /><br /><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="255" data-original-width="597" height="136" src="https://1.bp.blogspot.com/-NgqYS3TFaJA/Wgx0QsfsO8I/AAAAAAAACcc/qCjOvdPY4UwnFrwfu_DbMWS5tdiCtngjACLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (HFM)</span></td></tr></tbody></table><div class="separator" style="clear: both; text-align: center;"><br /></div><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody><tr><td style="text-align: center;"><a href="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s1600/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="437" data-original-width="490" height="285" src="https://4.bp.blogspot.com/-NSzgfW9PCnU/Wgx1vG-fOxI/AAAAAAAACco/Fu7pWLvb2Kwu0IG9O4jwXWMfAQrzaotJQCLcBGAs/s320/firefox%2B57%2Bopen%2Bin%2Bsv%2Bpbcs.png" width="320" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Open in Smart View (PBCS)</span></td></tr></tbody></table><br />Oracle has published the following statement in the latest Smart View readme file and also in the monthly notes for the EPM Cloud Services.<br /><br /><blockquote><b>USING FIREFOX ESR 52.4.2 WITH SMART VIEW</b></blockquote><blockquote>Future releases of Mozilla Firefox will be phasing out support for XUL-based add-ons such as Smart View. Starting in mid-November 2017, only add-ons and extensions built with new web extension technology will work in Firefox. Therefore, Smart View 11.1.2.5.710 only supports <u>Firefox versions up to ESR 52.4.1. If you want to continue using Firefox with Smart View 11.1.2.5.710, do not upgrade your Firefox browser.</u> If your Firefox browser is set to automatically install updates, Oracle recommends changing the setting to “Check for updates, but let me choose whether to install them.” See the Firefox help for instructions on changing this setting.</blockquote><br />I have not heard any official statements yet, but I hope that Oracle will update the Smart View extension to work with the latest version soon. Meanwhile your best option is to use the less frequently updated&nbsp;<a href="https://www.mozilla.org/en-US/firefox/organizations/" target="_blank">Firefox ESR version</a> as Oracle recommends.<img src="http://feeds.feedburner.com/~r/hyperionfinn/~4/AWKSsjbLkRc" height="1" width="1" alt=""/> Henri Vilminko tag:blogger.com,1999:blog-6873528634794784349.post-7402352130525092421 Wed Nov 15 2017 15:05:00 GMT-0500 (EST) How to Implement Transparent Data Encryption (TDE) in an Oracle Database http://blog.performancearchitects.com/wp/2017/11/15/how-to-implement-transparent-data-encryption-tde-in-an-oracle-database/ <p>Author: Cameron Ross, Performance Architects</p> <p>The reason for using <a href="http://www.oracle.com/technetwork/database/security/tde-faq-093689.html">Oracle Transparent Data Encryption Oracle (TDE)</a> column encryption is to protect confidential data, such as credit card and social security numbers, stored in table columns. TDE column encryption encrypts and decrypts data transparently when data passes through the SQL layer with no modification required to any existing application.</p> <p>The first step to implementing Oracle TDE is to create a wallet file location that will store all of the encryption key information. Below is a screenshot after manually creating the “orcl_wallet” folder in the file directory on the machine where the Oracle database is installed:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1.png"><img class="alignnone size-medium wp-image-2174" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-300x157.png" alt="" width="300" height="157" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-300x157.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-768x402.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-624x326.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1.png 855w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>The next step is to specify the location of the wallet in the “sqlnet.ora” file, located in the “NETWORK/admin” folder.</p> <ul> <li>ENCRYPTION_WALLET_LOCATION =(SOURCE =(METHOD = FILE)(METHOD_DATA =(DIRECTORY = ’file location’)))</li> </ul> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2.png"><img class="alignnone size-medium wp-image-2173" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-300x113.png" alt="" width="300" height="113" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-300x113.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-768x290.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-624x235.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2.png 954w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>Then, open up a command window and connect to “sqlplus” using the “sys” as an “sysdba” account.   As an alternative, a user assigned the “SYSKM” privilege also login.</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3.png"><img class="alignnone size-medium wp-image-2172" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3-300x159.png" alt="" width="300" height="159" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3-300x159.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3-624x330.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3.png 679w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>After logging into “sqlplus,” execute the following commands to create, open, and set the master key:</p> <ul> <li>ADMINISTER KEY MANAGEMENT CREATE KEYSTORE ‘file location’ IDENTIFIED BY ‘password’; <ul> <li>This command creates the keystore file in the location that was inserted into the sqlnet.ora file</li> </ul> </li> <li>ADMINISTER KEY MANAGEMENT SET KEYSTORE OPEN IDENTIFIED BY ‘password’; <ul> <li>This command opens the keystore to enable encrypting columns or tablespaces</li> </ul> </li> <li>ADMINISTER KEY MANAGEMENT SET KEY IDENTIFIED BY ‘password’ WITH BACKUP; <ul> <li>This command sets up the master key that controls all of the keys that are used to encrypt specific columns</li> </ul> </li> </ul> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4.png"><img class="alignnone size-medium wp-image-2171" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4-300x164.png" alt="" width="300" height="164" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4-300x164.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4-624x342.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4.png 676w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>Query “V_$ENCRYPTION_WALLET” to ensure that the “STATUS” column is set to “OPEN” and that the “WALLET_TYPE” column is set to “PASSWORD.” This ensures that the wallet has been set up correctly and is open.</p> <p>One advanced feature of TDE is being able to set the wallet for auto-login. This opens the wallet and key store automatically whenever the database is started.   If auto-login is not enabled, commands to open the key store must be executed each time the database is started.</p> <p>To enable auto-login, enter the following statements:</p> <ul> <li>ADMINISTER KEY MANAGEMENT CREATE AUTO_LOGIN KEYSTORE FROM KEYSTORE ‘file location’ IDENTIFIED BY ‘password’;</li> <li>After entering the “Create Auto Login” command, use the “Startup Force” command to restart the database instance. The reason to restart the database instance is so that it can switch the wallet type from “password” to “auto-login.”</li> </ul> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5.png"><img class="alignnone size-medium wp-image-2170" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5-300x162.png" alt="" width="300" height="162" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5-300x162.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5.png 418w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>To ensure that the auto-login is set to “Wallet,” log in to the database via any SQL querying tool and query the “V_$ENCRYPTION_WALLET” table. Ensure that your “WALLET_TYPE” column is set to “AUTOLOGIN” and that the “STATUS” column is set to “OPEN.”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6.png"><img class="alignnone size-medium wp-image-2169" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6-300x120.png" alt="" width="300" height="120" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6-300x120.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6.png 609w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>&nbsp;</p> Melanie Mathews http://blog.performancearchitects.com/wp/?p=2168 Wed Nov 15 2017 05:16:30 GMT-0500 (EST) How to Implement Transparent Data Encryption (TDE) in an Oracle Database @PerfArchitects @orclEPMblogs @orclEPMblogs http://blog.performancearchitects.com/wp/2017/11/15/how-to-implement-transparent-data-encryption-tde-in-an-oracle-database/ <p>Author: Cameron Ross, Performance Architects</p> <p>The reason for using <a href="http://www.oracle.com/technetwork/database/security/tde-faq-093689.html">Oracle Transparent Data Encryption Oracle (TDE)</a> column encryption is to protect confidential data, such as credit card and social security numbers, stored in table columns. TDE column encryption encrypts and decrypts data transparently when data passes through the SQL layer with no modification required to any existing application.</p> <p>The first step to implementing Oracle TDE is to create a wallet file location that will store all of the encryption key information. Below is a screenshot after manually creating the “orcl_wallet” folder in the file directory on the machine where the Oracle database is installed:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1.png"><img class="alignnone size-medium wp-image-2174" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-300x157.png" alt="" width="300" height="157" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-300x157.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-768x402.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1-624x326.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-1.png 855w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>The next step is to specify the location of the wallet in the “sqlnet.ora” file, located in the “NETWORK/admin” folder.</p> <ul> <li>ENCRYPTION_WALLET_LOCATION =(SOURCE =(METHOD = FILE)(METHOD_DATA =(DIRECTORY = ’file location’)))</li> </ul> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2.png"><img class="alignnone size-medium wp-image-2173" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-300x113.png" alt="" width="300" height="113" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-300x113.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-768x290.png 768w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2-624x235.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-2.png 954w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>Then, open up a command window and connect to “sqlplus” using the “sys” as an “sysdba” account.   As an alternative, a user assigned the “SYSKM” privilege also login.</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3.png"><img class="alignnone size-medium wp-image-2172" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3-300x159.png" alt="" width="300" height="159" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3-300x159.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3-624x330.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-3.png 679w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>After logging into “sqlplus,” execute the following commands to create, open, and set the master key:</p> <ul> <li>ADMINISTER KEY MANAGEMENT CREATE KEYSTORE ‘file location’ IDENTIFIED BY ‘password’; <ul> <li>This command creates the keystore file in the location that was inserted into the sqlnet.ora file</li> </ul> </li> <li>ADMINISTER KEY MANAGEMENT SET KEYSTORE OPEN IDENTIFIED BY ‘password’; <ul> <li>This command opens the keystore to enable encrypting columns or tablespaces</li> </ul> </li> <li>ADMINISTER KEY MANAGEMENT SET KEY IDENTIFIED BY ‘password’ WITH BACKUP; <ul> <li>This command sets up the master key that controls all of the keys that are used to encrypt specific columns</li> </ul> </li> </ul> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4.png"><img class="alignnone size-medium wp-image-2171" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4-300x164.png" alt="" width="300" height="164" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4-300x164.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4-624x342.png 624w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-4.png 676w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>Query “V_$ENCRYPTION_WALLET” to ensure that the “STATUS” column is set to “OPEN” and that the “WALLET_TYPE” column is set to “PASSWORD.” This ensures that the wallet has been set up correctly and is open.</p> <p>One advanced feature of TDE is being able to set the wallet for auto-login. This opens the wallet and key store automatically whenever the database is started.   If auto-login is not enabled, commands to open the key store must be executed each time the database is started.</p> <p>To enable auto-login, enter the following statements:</p> <ul> <li>ADMINISTER KEY MANAGEMENT CREATE AUTO_LOGIN KEYSTORE FROM KEYSTORE ‘file location’ IDENTIFIED BY ‘password’;</li> <li>After entering the “Create Auto Login” command, use the “Startup Force” command to restart the database instance. The reason to restart the database instance is so that it can switch the wallet type from “password” to “auto-login.”</li> </ul> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5.png"><img class="alignnone size-medium wp-image-2170" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5-300x162.png" alt="" width="300" height="162" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5-300x162.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-5.png 418w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>To ensure that the auto-login is set to “Wallet,” log in to the database via any SQL querying tool and query the “V_$ENCRYPTION_WALLET” table. Ensure that your “WALLET_TYPE” column is set to “AUTOLOGIN” and that the “STATUS” column is set to “OPEN.”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6.png"><img class="alignnone size-medium wp-image-2169" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6-300x120.png" alt="" width="300" height="120" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6-300x120.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/cam-6.png 609w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>&nbsp;</p> Melanie Mathews http://blog.performancearchitects.com/wp/?p=2168 Wed Nov 15 2017 05:16:30 GMT-0500 (EST) Top Oracle PBCS Features You May Not Be Using – Part 1: Invalid Scenario/Time Suppression http://ecapitaladvisors.com/blog/top-oracle-pbcs-features-you-may-not-be-using-part-1/ <p>Since Oracle’s roll out of Planning and Budgeting Cloud Service, there have been plenty of...</p> <p>The post <a rel="nofollow" href="http://ecapitaladvisors.com/blog/top-oracle-pbcs-features-you-may-not-be-using-part-1/">Top Oracle PBCS Features You May Not Be Using &#8211; Part 1: Invalid Scenario/Time Suppression</a> appeared first on <a rel="nofollow" href="http://ecapitaladvisors.com">eCapital Advisors</a>.</p> Amy Stine http://ecapitaladvisors.com/?p=8183 Mon Nov 13 2017 11:00:56 GMT-0500 (EST) Upgrading Hyperion Soon? Document These 4 Things https://www.us-analytics.com/hyperionblog/upgrading-hyperion-soon-document-these-4-things <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/upgrading-hyperion-soon-document-these-4-things" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/Upgrade%20Hyperion%20Soon%20-%20Document%20these%204%20things.jpg?t=1512966730140" alt="Upgrading Hyperion Soon? Document These 4 Things" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br>There are many reasons for having to upgrade your Oracle EPM enterprise software, including:</p> <ul> <li>Compatibility with new operating systems</li> <li>New features or functionality that could benefit your business</li> <li>Support from Oracle if your current version is falling off support and maintenance</li> <li>Mergers, acquisitions, chart of account restructures, and consolidation of multiple systems</li> </ul> <p>No matter your reason for upgrading, documentation should be a priority. Good documentation paves the way for a smooth transition and successful migration.</p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fupgrading-hyperion-soon-document-these-4-things&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/upgrading-hyperion-soon-document-these-4-things Fri Nov 10 2017 06:11:00 GMT-0500 (EST) Upgrading Hyperion Soon? Document These 4 Things @usanalytics @orclEPMblogs @orclEPMblogs @orclEPMblogs https://www.us-analytics.com/hyperionblog/upgrading-hyperion-soon-document-these-4-things <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/upgrading-hyperion-soon-document-these-4-things" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/Upgrade%20Hyperion%20Soon%20-%20Document%20these%204%20things.jpg?t=1511277740715" alt="Upgrading Hyperion Soon? Document These 4 Things" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br>There are many reasons for having to upgrade your Oracle EPM enterprise software, including:</p> <ul> <li>Compatibility with new operating systems</li> <li>New features or functionality that could benefit your business</li> <li>Support from Oracle if your current version is falling off support and maintenance</li> <li>Mergers, acquisitions, chart of account restructures, and consolidation of multiple systems</li> </ul> <p>No matter your reason for upgrading, documentation should be a priority. Good documentation paves the way for a smooth transition and successful migration.</p> <h3></h3> <img src="http://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fupgrading-hyperion-soon-document-these-4-things&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/upgrading-hyperion-soon-document-these-4-things Fri Nov 10 2017 06:11:00 GMT-0500 (EST) FCCS - Exchange Rate Type for Accounts http://ericerikson.blogspot.com/2017/11/fccs-exchange-rate-type-for-accounts.html <div dir="ltr" style="text-align: left;" trbidi="on">Working with FCCS, one of the account properties is Exchange Rate Type. There are multiple choices as shown here from the Simplified Dimension Editor.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-ZmbniZ3kU4w/WgTI12E4f_I/AAAAAAAAAe4/aFiOSvs7ptMK7v6KHytj3_TXBfEQdjVxQCLcBGAs/s1600/bs%2Brate%2Btype.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="398" height="371" src="https://4.bp.blogspot.com/-ZmbniZ3kU4w/WgTI12E4f_I/AAAAAAAAAe4/aFiOSvs7ptMK7v6KHytj3_TXBfEQdjVxQCLcBGAs/s400/bs%2Brate%2Btype.png" width="400" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br />Looking at the choices, you might be tempted, as I was, to use Average for income statement accounts and Ending for balance sheet accounts. After all, the two account types usually do currency translation at the respective exchange rates. Or, you may be thinking Average for the balance sheet accounts since the Time Balance property should be Flow (not Balance - and yes, it should be Flow, not Balance) because of the movement dimension information.<br /><br />But, as it turns out, the correct answer (with one exception) is No Rate. Not exactly sure why, but apparently FCCS already knows what to do.<br /><br />The exception is if a balance sheet account needs a historical translation. Those three are okay to use. If an override is used, either rate or amount, then pick the appropriate choice. If an account is historical but does not contain an override (the help uses the example of Retained Earnings) then select Historical.<br /><br /><br /><br /><br /></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-9108409861929438593 Thu Nov 09 2017 16:37:00 GMT-0500 (EST) FCCS - Exchange Rate Type for Accounts @ericerikson @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://ericerikson.blogspot.com/2017/11/fccs-exchange-rate-type-for-accounts.html <div dir="ltr" style="text-align: left;" trbidi="on">Working with FCCS, one of the account properties is Exchange Rate Type. There are multiple choices as shown here from the Simplified Dimension Editor.<br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://4.bp.blogspot.com/-ZmbniZ3kU4w/WgTI12E4f_I/AAAAAAAAAe4/aFiOSvs7ptMK7v6KHytj3_TXBfEQdjVxQCLcBGAs/s1600/bs%2Brate%2Btype.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="398" height="371" src="https://4.bp.blogspot.com/-ZmbniZ3kU4w/WgTI12E4f_I/AAAAAAAAAe4/aFiOSvs7ptMK7v6KHytj3_TXBfEQdjVxQCLcBGAs/s400/bs%2Brate%2Btype.png" width="400" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br />Looking at the choices, you might be tempted, as I was, to use Average for income statement accounts and Ending for balance sheet accounts. After all, the two account types usually do currency translation at the respective exchange rates. Or, you may be thinking Average for the balance sheet accounts since the Time Balance property should be Flow (not Balance - and yes, it should be Flow, not Balance) because of the movement dimension information.<br /><br />But, as it turns out, the correct answer (with one exception) is No Rate. Not exactly sure why, but apparently FCCS already knows what to do.<br /><br />The exception is if a balance sheet account needs a historical translation. Those three are okay to use. If an override is used, either rate or amount, then pick the appropriate choice. If an account is historical but does not contain an override (the help uses the example of Retained Earnings) then select Historical.<br /><br /><br /><br /><br /></div> ericerikson tag:blogger.com,1999:blog-6544753899810698939.post-9108409861929438593 Thu Nov 09 2017 16:37:00 GMT-0500 (EST) What’s New in Oracle Data Visualization? (Update on V4 Desktop Version) https://www.us-analytics.com/hyperionblog/oracle-data-visualization-v4 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/oracle-data-visualization-v4" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/oracle%20data%20visualization%20v4.jpg?t=1512966730140" alt="oracle data visualization v4.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The recent release of <a href="https://www.us-analytics.com/hyperionblog/oracle-analytics-cloud-questions">Oracle Analytics Cloud (OAC)</a> V4 comes with many changes to Oracle Data Visualization (DV) Desktop version.&nbsp; The latest version of DV expands upon the current features — visual data storytelling, end user self-service, and mobile accessibility — to give you an even better user experience.</p> <p>In this blog post we’ll give you an overview of several new features made to…</p> <ul> <li>Your Homepage</li> <li>Data actions</li> <li>The storytelling interface</li> <li>Data flows<br><br></li> </ul> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Foracle-data-visualization-v4&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/oracle-data-visualization-v4 Thu Nov 09 2017 13:46:43 GMT-0500 (EST) What’s New in Oracle Data Visualization? (Update on V4 Desktop Version) @usanalytics @orclEPMblogs @orclEPMblogs @orclEPMblogs https://www.us-analytics.com/hyperionblog/oracle-data-visualization-v4 <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/oracle-data-visualization-v4" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/oracle%20data%20visualization%20v4.jpg?t=1511277740715" alt="oracle data visualization v4.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The recent release of <a href="https://www.us-analytics.com/hyperionblog/oracle-analytics-cloud-questions">Oracle Analytics Cloud (OAC)</a> V4 comes with many changes to Oracle Data Visualization (DV) Desktop version.&nbsp; The latest version of DV expands upon the current features — visual data storytelling, end user self-service, and mobile accessibility — to give you an even better user experience.</p> <p>In this blog post we’ll give you an overview of several new features made to…</p> <ul> <li>Your Homepage</li> <li>Data actions</li> <li>The storytelling interface</li> <li>Data flows<br><br></li> </ul> <img src="http://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Foracle-data-visualization-v4&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/oracle-data-visualization-v4 Thu Nov 09 2017 13:46:43 GMT-0500 (EST) Modernizing an Outdated Financial Close Process https://www.us-analytics.com/hyperionblog/modernizing-an-outdated-financial-close-process <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/modernizing-an-outdated-financial-close-process" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/Modern%20finance.jpg?t=1512966730140" alt="Modernizing an Outdated Financial Close Process" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br>When you hear “A.B.C.: Always Be Closing!” — you probably think of an angry Alec Baldwin in <em>Glengarry Glen Ross</em> yelling at a room of real estate agents. It’s the motto of salespeople, but it completely applies to the world of accounting, if you think of it in terms of financial close.</p> <p>A continuous, or extended, financial close is where we’re headed. Though this might be the most important part of the modern financial close, other aspects include automating time-consuming manual tasks and delivering high value and reduced cycle times.</p> <p>In this blog post, we’ll address each aspect of a modern <a href="https://www.us-analytics.com/solutions/financial-close-consolidation">financial close</a>, starting with a continuous financial close cycle.</p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fmodernizing-an-outdated-financial-close-process&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/modernizing-an-outdated-financial-close-process Thu Nov 09 2017 12:07:00 GMT-0500 (EST) Modernizing an Outdated Financial Close Process @usanalytics @orclEPMblogs @orclEPMblogs @orclEPMblogs https://www.us-analytics.com/hyperionblog/modernizing-an-outdated-financial-close-process <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/modernizing-an-outdated-financial-close-process" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/Modern%20finance.jpg?t=1511277740715" alt="Modernizing an Outdated Financial Close Process" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br>When you hear “A.B.C.: Always Be Closing!” — you probably think of an angry Alec Baldwin in <em>Glengarry Glen Ross</em> yelling at a room of real estate agents. It’s the motto of salespeople, but it completely applies to the world of accounting, if you think of it in terms of financial close.</p> <p>A continuous, or extended, financial close is where we’re headed. Though this might be the most important part of the modern financial close, other aspects include automating time-consuming manual tasks and delivering high value and reduced cycle times.</p> <p>In this blog post, we’ll address each aspect of a modern financial close, starting with a continuous financial close cycle.</p> <h3></h3> <img src="http://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fmodernizing-an-outdated-financial-close-process&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/modernizing-an-outdated-financial-close-process Thu Nov 09 2017 12:07:00 GMT-0500 (EST) ODTUG Kscope18 Update #2 http://www.odtug.com/p/bl/et/blogaid=751&source=1 Opal Alapat, the ODTUG Kscope18 Conference Chair, shares some updates about ODTUG Kscope18. ODTUG http://www.odtug.com/p/bl/et/blogaid=751&source=1 Wed Nov 08 2017 12:48:46 GMT-0500 (EST) ODTUG Kscope18 Update #2 @odtug http://kscope18.odtug.com/p/bl/et/blogaid=751&source=1 Opal Alapat, the ODTUG Kscope18 Conference Chair, shares some updates about ODTUG Kscope18. ODTUG http://kscope18.odtug.com/p/bl/et/blogaid=751&source=1 Wed Nov 08 2017 12:48:46 GMT-0500 (EST) ODTUG Kscope18 Update #2 @odtug @orclEPMblogs @orclEPMblogs @orclEPMblogs http://www.odtug.com/p/bl/et/blogaid=751&source=1 Opal Alapat, the ODTUG Kscope18 Conference Chair, shares some updates about ODTUG Kscope18. ODTUG http://www.odtug.com/p/bl/et/blogaid=751&source=1 Wed Nov 08 2017 12:48:46 GMT-0500 (EST) ODTUG Kscope18 Update #2 http://kscope18.odtug.com/p/bl/et/blogaid=751&source=1 Opal Alapat, the ODTUG Kscope18 Conference Chair, shares some updates about ODTUG Kscope18. ODTUG http://kscope18.odtug.com/p/bl/et/blogaid=751&source=1 Wed Nov 08 2017 12:48:46 GMT-0500 (EST) Renaming Presentation Tables in OBIEE 12c http://blog.performancearchitects.com/wp/2017/11/08/renaming-presentation-tables-in-obiee-12c/ <p>Author: Linda Stewart, Performance Architects</p> <p>Today I was working in an <a href="http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/overview/index.html">Oracle Business Intelligence Enterprise Edition (OBIEE) 12c</a> RPD (Version 12.2.1.2, the on-premise Oracle BI solution) and I dragged my table from the logical level to the presentation level.  I wanted to rename the table, but the name in the property sheet was locked.</p> <p>The solution is to set a property in the “Tools &gt; Option &gt; General” tab.</p> <p>Let’s walk through the solution:</p> <p>My logical table object is: “Fact_PC_Reconciliation_Extension” and I want the presentation table object name to be: “Fact &#8211; PC Reconciliation Report.”</p> <p>If I go to the presentation layer and right-click my table, I then can select “Properties” from the menu:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1.png"><img class="alignnone size-medium wp-image-2184" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1-159x300.png" alt="" width="159" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1-159x300.png 159w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1.png 205w" sizes="(max-width: 159px) 100vw, 159px" /></a></p> <p>The property sheet has the “Name” value greyed out and it cannot be edited:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2.png"><img class="alignnone size-medium wp-image-2183" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2-300x294.png" alt="" width="300" height="294" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2-300x294.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2.png 602w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>To fix this, click “Tools &gt; Options” and then in the “General” tab, check “Edit presentation names” and click “OK:”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3.png"><img class="alignnone size-medium wp-image-2182" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3-255x300.png" alt="" width="255" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3-255x300.png 255w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3.png 359w" sizes="(max-width: 255px) 100vw, 255px" /></a></p> <p>Reopen the menu for the table by right clicking on “Presentation Table name”:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4.png"><img class="alignnone size-medium wp-image-2181" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4-145x300.png" alt="" width="145" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4-145x300.png 145w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4.png 205w" sizes="(max-width: 145px) 100vw, 145px" /></a></p> <p>Notice that we now have two new menu options: “Rename Wizard” and “Rename.”  Open “Properties:”</p> <p>The value for “Name” is now unlocked and we can rename the “Presentation Table.”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5.png"><img class="alignnone size-medium wp-image-2180" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5-300x294.png" alt="" width="300" height="294" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5-300x294.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5.png 609w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>After renaming:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6.png"><img class="alignnone size-medium wp-image-2179" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6-300x196.png" alt="" width="300" height="196" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6-300x196.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6.png 588w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>I hope this blog might save some others some time when working in the RPD.</p> Melanie Mathews http://blog.performancearchitects.com/wp/?p=2178 Wed Nov 08 2017 05:59:00 GMT-0500 (EST) Renaming Presentation Tables in OBIEE 12c @PerfArchitects @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs @orclEPMblogs http://blog.performancearchitects.com/wp/2017/11/08/renaming-presentation-tables-in-obiee-12c/ <p>Author: Linda Stewart, Performance Architects</p> <p>Today I was working in an <a href="http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/overview/index.html">Oracle Business Intelligence Enterprise Edition (OBIEE) 12c</a> RPD (Version 12.2.1.2, the on-premise Oracle BI solution) and I dragged my table from the logical level to the presentation level.  I wanted to rename the table, but the name in the property sheet was locked.</p> <p>The solution is to set a property in the “Tools &gt; Option &gt; General” tab.</p> <p>Let’s walk through the solution:</p> <p>My logical table object is: “Fact_PC_Reconciliation_Extension” and I want the presentation table object name to be: “Fact &#8211; PC Reconciliation Report.”</p> <p>If I go to the presentation layer and right-click my table, I then can select “Properties” from the menu:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1.png"><img class="alignnone size-medium wp-image-2184" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1-159x300.png" alt="" width="159" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1-159x300.png 159w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS1.png 205w" sizes="(max-width: 159px) 100vw, 159px" /></a></p> <p>The property sheet has the “Name” value greyed out and it cannot be edited:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2.png"><img class="alignnone size-medium wp-image-2183" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2-300x294.png" alt="" width="300" height="294" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2-300x294.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS2.png 602w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>To fix this, click “Tools &gt; Options” and then in the “General” tab, check “Edit presentation names” and click “OK:”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3.png"><img class="alignnone size-medium wp-image-2182" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3-255x300.png" alt="" width="255" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3-255x300.png 255w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS3.png 359w" sizes="(max-width: 255px) 100vw, 255px" /></a></p> <p>Reopen the menu for the table by right clicking on “Presentation Table name”:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4.png"><img class="alignnone size-medium wp-image-2181" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4-145x300.png" alt="" width="145" height="300" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4-145x300.png 145w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS4.png 205w" sizes="(max-width: 145px) 100vw, 145px" /></a></p> <p>Notice that we now have two new menu options: “Rename Wizard” and “Rename.”  Open “Properties:”</p> <p>The value for “Name” is now unlocked and we can rename the “Presentation Table.”</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5.png"><img class="alignnone size-medium wp-image-2180" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5-300x294.png" alt="" width="300" height="294" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5-300x294.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS5.png 609w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>After renaming:</p> <p><a href="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6.png"><img class="alignnone size-medium wp-image-2179" src="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6-300x196.png" alt="" width="300" height="196" srcset="http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6-300x196.png 300w, http://blog.performancearchitects.com/wp/wp-content/uploads/2017/10/LS6.png 588w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>I hope this blog might save some others some time when working in the RPD.</p> Melanie Mathews http://blog.performancearchitects.com/wp/?p=2178 Wed Nov 08 2017 05:59:00 GMT-0500 (EST) Getting Started with Strategic Modeling in EPBCS https://www.us-analytics.com/hyperionblog/strategic-modeling-with-epbcs <div class="hs-featured-image-wrapper"> <a href="https://www.us-analytics.com/hyperionblog/strategic-modeling-with-epbcs" title="" class="hs-featured-image-link"> <img src="https://www.us-analytics.com/hubfs/EPBCS%20strategic%20modeling.jpg?t=1512966730140" alt="EPBCS strategic modeling.jpg" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>What’s your biggest problem when it comes to financial modeling? The answer we typically hear is spreadsheets. Of course, there’s nothing wrong with using a spreadsheet — Excel is a great tool that can <em>assist </em>with many of your processes. However, only using a customized spreadsheet for financial modeling can create data inconsistency and lacks transparency.</p> <p><a href="https://www.us-analytics.com/hyperionblog/pbcs-vs-epbcs-comparing-oracle-cloud-planning-applications">Oracle Enterprise Planning and Budgeting Cloud Service’s (EPBCS)</a> Strategic Modeling module was created to help you solve all the problems caused by using a spreadsheet for financial modeling and impact analysis.</p> <p>In line with EPBCS’s out-of-the-box features and functions, Strategic Modeling comes with out-of-the-box capabilities. In this blog post, we’ll cover those capabilities, how Strategic Modeling works, and why you should use it.</p> <img src="https://track.hubspot.com/__ptq.gif?a=135305&amp;k=14&amp;r=https%3A%2F%2Fwww.us-analytics.com%2Fhyperionblog%2Fstrategic-modeling-with-epbcs&amp;bu=https%253A%252F%252Fwww.us-analytics.com%252Fhyperionblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Michelle Heath https://www.us-analytics.com/hyperionblog/strategic-modeling-with-epbcs Tue Nov 07 2017 16:11:16 GMT-0500 (EST)