Updating dimension member properties is a common practice in an EPM Planning/Financial Close system. This includes updating alias, member formulas, aggregation operator, etc. The traditional way is to load an updated dimension file to the system. However, bulk uploading dimension member names is always a tricky task. Especially in the on-premises Hyperion Planning…
For most cases, when designing planning applications, the end users would not have access to make changes to metadata/hierarchies. The system admin will take care of all the metadata maintenance activities. However, for certain cases, customers actually request to add their own members to the system during the budgeting and forecasting cycle. Giving…
If you have multiple EPM cloud subscriptions, you may want to connect them together. When users log into one application, they could easily toggle between different subscriptions. EPM connection provides this functionality. By using EPM connections, you will be able to: Use Navigator to move from one application to another User Cluster and Cards…
As we know FDMEE (Financial Data Quality Management Enterprise Edition) is a packaged solution for finance users to bring data from other environments. It has a Web-based interface and it is a powerful integration engine. When the source system is a flat file, we are able to set up the import format to…
If you have worked on Hyperion planning, PBCS; worked on dimensions, you must have heard consolidation properties. First of all, let’s take a step back and refresh our memory. What is consolidation properties? Consolidation properties determine how children roll up into the parent members. We can assign one consolidation property to a non-dimension or…
Attribute dimension is a very powerful function in Hyperion Planning, Essbase and EPM Cloud, such as PBCS/EPBCS. Now let’s focus on how to create and use attributes. 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…
On October 27th, FCCS November 2017 Update got released. One of the awesome updates is we can do configurable calculations. Oracle mentioned that: You can add your own custom calculations to the seeded default calculations for your applications. The system provides insertion points within the default consolidation process where you can include your…
In EPM cloud applications, such as PBCS and EPBCS, Oracle offers a great function, Smart Push, to synchronize data between cubes through webforms. Actually, not only for data part, comments, attachments, and supporting detail can be moved to multiple cubes as well. Let’s think about a real-life example, we just updated the revenue data…
Before we start the Simplified Dimension Editor topic, let’s take a quick review on the Simplified Interface. In November 2014, Oracle brought Simplified Interface to the EPM cloud product, Planning and Budgeting Cloud Service (PBCS). Since then the simplified interface is becoming the standard across the service. As a result, the legacy Standard…
When we start writing any calc scripts in calculation manager, typically, we will start with the SET commands, which is the housekeeping part. The SET commands are restricted to the certain scripts and make sure the script can run in a proper and efficient way. Today, I would like to go through the major…