Oracle EPM Planning is a mature and highly capable platform. However, in real-world implementations, challenges around performance, usability, and long-term maintainability rarely stem from missing functionality. More often, they can be traced back to design and build decisions made early in the project lifecycle. This post focuses on practical, field-tested guidance for designing and building…
In November of the previous year, Form 2.0 was officially integrated into EPM products, encompassing Planning, FreeForm, Consolidation and Close, Enterprise Profitability and Cost Management, and Tax Reporting. This blog post will primarily delve into the setup process for Form 2.0, shedding light on the newly introduced functionalities within this version. It’s…
In a recent monthly patch, the Autosave feature has been brought to web forms. It is surely not a huge update but it comes in handy for end-users when using forms. We will take a quick look at this autosave feature in this post. Introduction The autosave is self-explanatory. It allows when users…
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…
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…
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…
In EPM Planning, we can now apply cell level security (CLS). It is finally here. It is surely exciting news. The CLS can deny access to cells that a user would normally have access to due to their regular security. It is defined as an exception to the existing member security. Historical…