Comments

  • Anthony Dodds

    Hi Mark.

    Yes you are correct the usual FR URL when creating an XML file doesnt work with cloud. What I have got working (With some side points is)

     https://<yourcloudURLupto.com>/hr/modules/com/hyperion/reporting/web/repository/HRRepositoryXML.jsp

    The side points are:

    1. You must connect to the Planning product first and log on with Cloud credentials
    2. When you then click on the Reporting node it will prompt again for username and password (in the old on premises dialogue box). Just enter your cloud credentials and then you will see the reports

    On point 1 above, if you dont logon first to planning, and instead click first on the Reporting node it will prompt you to logon using the normal cloud pop up box. You can logon and it brings back a page error - just cancel it and it will bring back the old on premise dialogue box. Which you can then logon as per point 2 successfully.

    Not great - but does work. (Unless anyone else has managed to work out the URL as its not available in the docs - well I cant find it!)

    Thanks

    Anthony

  • Anthony Dodds

    So yes you can use OICS - we have used it last year as part of a POC for a customer. It should be able to carryout what ever EPM Automate can as it uses APIs as far as I can remember.

    Looks like you are able to do most things. Are you struggling with the upload of the file due to it wanting the file source to come from a local directory?

    Also - have you see this from Oracle https://www.oracle.com/uk/cloud/free/ oracle are providing some free cloud so you can run EPMAutomate in the cloud

  • Anthony Dodds
    Hi The way I would deal with this is to add the form into a dashboard and make it the master, so you can use the apply context feature. Then add this dashboard to the navigation flow. I would then add the other form/forms to the navigation flow as a horizontal tab along side the master dashboard. Create a context based user variable and use this on the forms you want the POV to be based on the context of the first. Now when you go to the first dashboard, you can right click and see an apply context menu item. Select that, then navigate to the next horizontal tab, it will have the POV set to the row you selected on the first. That's the best you will get. Thanks Anthony
  • Anthony Dodds
    You pushed the message hard last week :-)
  • Anthony Dodds
    One question. Do you also have FCCS? I.e have you purchased multiple EPM services? You are trying to connect to a service on Planning4, so was that instance purchased as PBCS or FCCS? So both FCCS and PBCS use the same URLs so it could be that when you purchased the instance it was allocated as FCCS and hence why it's defaulting the application type to FCCS Thanks Anthony
  • Anthony Dodds
    We will see you there Mark!
  • Anthony Dodds
    No doubt - for larger customers and enterprise ones looking for cross EPM requirements. It's very good.
  • Anthony Dodds
    Good news.
  • Anthony Dodds
    Thanks Mark I think the problem comes with customers who want to upgrade from on premise to cloud. A customer who is using 3 BSO plan types today who don't map in any way to the modules, it makes moving to the cloud an expensive option. Not saying there won't be people that won't want to use the modules, but reality is they have existing good models already, adopting the modules is likely to be a too big a change in process adoption and also integration to other systems.
  • Anthony Dodds
    PS. Not saying the Enterprise license isn't good value. It's great value for what you get. But it's more about the price point for a customer that doesn't want all that extra stuff (there are still customers that just want a good Planning product).
  • Anthony Dodds

    Hi Mark

    Big list. One question...

    So are you saying that Planning Standard Cloud now forces you to use the Modules except the 1 BSO cube?? So if a customer doesnt want to use the modules and wants to be bespoke - their entry price into the cloud is the Enterprise Option?

    Thanks

    Anthony

  • Anthony Dodds
    Already booked up. See you there !
  • Anthony Dodds
    Hi Mark Are you sure you can apply security to the currencies? Also on the valid intersections. Sounds like a solution, but if you have both entity and currency as a page, then once you select an entity you are correct it will limit the list of the currencies, but then try and change to a different entity, you are then presented with a list of entities for the currency. You need to change the currency first before selecting the entity. You can get around this by making the entity a User Variable, but not everyone will think to do this. I agree with your calculation proposal, but if the business requirement is for the currency to always match the entity, then why would you choose simplified as you are then having to build around it to effectively produce what standard currency does.
  • Anthony Dodds
    Hi 3 BSO and 3 ASO Thanks Anthony
  • Anthony Dodds
    Hi Gary I think you have come up against one the big issues with the supposedly'simple' currency methods:-) it's not that simple. In my view the old method - now called Standard was actually a more common and easier method. It worked and actually performed well. If your business requirement is really the way you say, either create using the standard method or maybe use neither and create a custom currency dimension. On your options there are some issues. Not sure you can assign security to the currency dimension. Valid intersections isn't great and if used on the page if you select one combination, you then can't change the entity unless you firstly select a valid currency! You could get around this by using a user variable for entity and hiding it. Your approach to enter in a functional currency and copy in a calc does work, but why use simplified if you are effectively coding round it to create the standard approach. FYI - there is also fun in Data Management if you use simplified method. Especially if your file holds data for all entities.. it can be done. It's just not that intuitive Thanks Anthony