The previous post has discussed multiple ways of cloning environments, from on-prem Hyperion to cloud EPM to EPM automate. For more information, check the following post. EPM Lab – Clone Environment The screen-based clone environment interface surely provides flexibility and convenience. However, there are some caveats. I have seen folks cloning enrolments incorrectly or…
Since the narrative reporting feature comes to Planning management reporting, it has really improved the reporting capability. As installing the February 2022 planning updates, the management reports now are able to export to Excel Smart View, it pretty much completes the report functionalities. If you have been using the traditional Financial Reports (FR), I…
The attribute dimension is a special dimension that is associated with a business dimension. It is useful and powerful for filtering dimension members, processing specific calculations, and doing reporting. Attributes group data through alternative means as opposed to utilizing the existing dimensional rollups. For a more detailed attribute introduction, check the following previous…
The Freeform planning application came to the market in August 2019. Since then, it has been improved in multiple ways. The Latest Updates To start with the latest updates, starting from Feb 2022, the Enterprise EPM Cloud landing page now features the new FreeForm business process. Background Information Alright, let’s take a…
Before starting the quarter-to-date topic, a quick introduction to NetSuite Planning and Budgeting (NSPB) will be helpful for you to understand this solution. NetSuite Planning uses the EPM Planning platform, and it is part of the NetSuite SuiteSuccess solutions. NetSuite Planning comes with the Out of the Box versions, Standard and Premium, which help…
Starting from August 2021, we are able to process “Dense Sparse Optimization” (DSO), which is basically changing the dense dimension from Account to Period and Movement. Initially, the account was the only dense dimension in a Financial Consolidation and Close application. You may run into certain performance challenges, including taking a long time to…
Journals Overview During a financial consolidation and close period, when data was submitted to the system, additional adjustments might need to be entered. This is where the Journal Entry comes into the picture. We can also assign workflow and security for journals. This post will be mainly focusing on using Data Management and Excel…
If you are using a Planning application, you may need to use additional custom cubes to meet the specific business requirements. However, the number of cubes for a planning application has limitations. Let’s dig into the details in this post. The Planning application comes with two SKUs, the New EPM Planning and the Legacy…
The Clone Environment feature came to PCM first earlier this year, then it came to Planning, FCC, and other EPM solutions. In this post, let’s take a look at some migration ideas for both the on-prem and cloud solutions. On-prem LCM When talking about EPM migrations, Lifecycle Management (LCM) is commonly used for an…
Quick question, when using Smart View, from the log-in page, if you use SSO/company sign-in and have selected “Remember My Choice”, how would you go back to the original page to change the domain name and username/password? We will take a look at this situation in this post. When using Smart View to…