Posts

Posts

  • Ganesh Koorelli
    Spread Data by Calendar days and Business days3
    Topic posted August 23, 2018 by Ganesh KoorelliRed Ribbon: 250+ Points, tagged Financial Planning, PBCS, Planning in Enterprise Performance Mgmt > Planning public
    Title:
    Spread Data by Calendar days and Business days
    Summary:
    Is there a way to spread Budget data by Calendar days and Business days in Hyperion Planning
    Content:

    Hello everyone,

    We are in process of implementing Hyperion EPBCS Finance and workforce modules

    Does anyone spread the budget by Calendar days and Business days in Hyperion planning, If Yes how did you accomplish this functionality

    Thank you

     

     

     

  • Logan Wacker
    Repurposing EPBCS to provide daily cash forecast data1
    Topic posted August 13, 2018 by Logan WackerSilver Trophy: 7,500+ Points, tagged Financial Planning, Integration, Planning, SmartView in Enterprise Performance Mgmt > Planning public
    Title:
    Repurposing EPBCS to provide daily cash forecast data
    Summary:
    Repurposing EPBCS to provide daily cash forecast data
    Content:

    All:

    Can EPBCS be configured to use the bank statement data present in Cash Management to build a daily cash forecast? Its important to note that cash flows need to be reported daily, and not aggregated our a month or quarter. Or would we need to create 'dummy' GL accounts that are reporting this information and have those feed EPBCS? We've heard multiple folks tell us that extending EPBCS to meet the cash forecasting requirements gap currently present in Cash Management is possible, however the configuration/use case lacks details. Any guidance would be greatly appreciated.

    Thanks.

    Logan

  • Hanny Shanar
    Setting up SAML SSO with Azure AD and Oracle EPBCS/PBCS1
    Topic posted May 25, 2018 by Hanny ShanarRed Ribbon: 250+ Points, tagged Financial Planning, PBCS, Planning, Security in Enterprise Performance Mgmt > Planning public
    Title:
    Setting up SAML SSO with Azure AD and Oracle EPBCS/PBCS
    Summary:
    How to guide on setting up Single Sign On with Azure AD for Planning Cloud
    Content:

    Azure Active Directory (AD) is Microsoft’s directory and Identity and Access Management (IAM) service in the cloud as opposed to ADFS, a Windows on-premise, claims-based Security Token Service (STS). In a Security Assertion Markup Language (SAML) federation, however, Azure AD and ADFS are functionally equivalent acting as Identity Provider (IdP) for a Service Provider (SP) such as a cloud-based application. Previously, we have discussed SAML federation with ADFS and Oracle PBCS here. In this discussion, we outline the high-level steps to establish SAML SSO between Azure and Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS).

    IdP configuration:  Since IdP configuration is performed by an Azure administrator and details are dependent on the version of Azure being used, we only highlight the requirements to configure Azure as Identity Provider for EPBCS below.

    From Azure portal, add EPBCS application

    Continue to configure SSO for EPBCS in Azure. Select SAML protocol for EPBCS

    Input EPBCS details

    An example of Identifier: https://login.us.oraclecloud.com:443/oam/fed/cloud/adomain. Identifier is known as Sign on URL or Provider ID in EPBCS. An example of Reply URL: https://login.us.oraclecloud.com:443/oam/server/fed/sp/sso?tenant=adomain. Reply URL is known as Assertion Consumer Service (ACS) URL in EPBCS. At this point, these values do not have to be exact; we can update them later.

    Continue with EPBCS configuration, generate Azure federation metadata and save as xml file, e.g., IdPmetadata.xml. Save EPBCS configuration in Azure.

    SP configuration: configure EPBCS as Service Provider

    Logon to EPBCS domain with identity domain admin ID. Navigate to Users->SSO Configuration

    Click Configure SSO

    Select ‘Import identity provider metadata’ and browse to upload the IdPmetadata.xml file saved earlier.

    Leave SSO protocol as HTTP Post and User Identifier at User Email Address contained in NameID. Click Save to continue.

    In the screenshot below, step 2 shows IdP information stored in EPBCS. Note EPBCS Provider ID and ACS URL shown in step 3. As mentioned earlier, in Azure update the SP URLs for EPBCS and save.

     

    Also from the portal, an Azure administrator can assign users and groups to EPBCS. The same users or groups must exist in EPBCS, either by manual entry or by uploading from a CSV file exported from Azure. Details of a batch upload process can be found here.

    Test and enable SSO from EPBCS

    Click Test to initiate federation SSO

    Click StartSSO and enter user ID as defined in Azure and in EPBCS, for instance, user’s company email. SSO success message is returned.

    Once testing is successful, enable SSO in EPBCS

    Enable identity domain (cloud) credentials:

    EPBCS domain now presents both cloud and Azure sign on options:

    Additional Oracle Resources

    Oracle EPBCS / PBCS Documentation

    • About SSO

    • User Login with SSO

    • SAML Identity Provider Requirements

    • User Synchronization Requirements for SSO Configuration

    • Automated and Manual Configuration

    • Testing Your SSO Configuration

    • Troubleshooting Your SSO Configuration

  • Joe Steinbrenner
    Member Selector not working in Chrome Browser2
    Topic posted July 23, 2018 by Joe SteinbrennerSilver Medal: 2,000+ Points, tagged Financial Planning in Enterprise Performance Mgmt > Planning public
    Title:
    Member Selector not working in Chrome Browser
    Summary:
    Member Selector not working in Chrome Browser
    Content:

    Since the new update I can't select members in a form anymore. Clicking on triangle, check mark or  "OK"/"Cancel" buttons doesn't work . I have to press escape to close the " Select a member " window. This happened to several users but only in Prod, not the Test instance. 

    Does anybody else experience this issue?

    Google Chrome is up to date
    Google version: Version 67.0.3396.99 (Official Build) (64-bit)
    Windows version: 7
    Image:
  • Greg Olma
    Using Smart View Save Smart Form Functionality24.6
    Topic posted July 11, 2018 by Greg OlmaRed Ribbon: 250+ Points, tagged Financial Planning, PBCS, Planning, Reports, SmartView in Enterprise Performance Mgmt > Planning public
    Title:
    Using Smart View Save Smart Form Functionality
    Summary:
    This is the second in a series of articles exploring rarely used (or in this case newer) functionality in Smart View. Currently we will be exploring Smart Forms.
    Content:

    Welcome reader, this is the second in a series of articles exploring rarely used (or in this case newer) functionality in Smart View. Currently we will be exploring Smart Forms. Oracle added in “Save As Smart Form” functionality to Smart View for PBCS in 2016, but I have not seen it used in practice in any implementations yet, so I feel that it is worth exploring.

    So, what are Smart Forms? Smart Forms are essentially ad hoc grids saved up to the cloud with a twist: they can carry *some* native excel calculations. This can be extremely useful for users that do not want to learn the frankly clunky form formula syntax, but would like to create simple views into their data that can be shared with other users and are “repeatable”.

    Smart Forms are easy to create. First, create and ad-hoc retrieval in Smart View. This can be a ground-up retrieval, or a form that has been converted to ad-hoc analysis.

    smart%20form_01.png

    Here we have a simple retrieve with level 0 data which can be edited and a dynamically calculated parent.

    Choose “Save As Smart Form” from the Planning Ad Hoc ribbon.

    smart%20form_02.png

    Name the form, and choose the directory for where it is saved. Note: checking Submit Formatting will come into play in the next steps… might as well get into the habit of doing it.

    smart%20form_03.png

    Now that the Smart Form has been saved, you can see it both in Smart View, and the web Workspace interface. Note the unique icon for the “Projects_View” form with the “fx notation.

    smart%20form_04.png

    Now you have a form that was user-generated, and saved in a location that can now be accessed by the community of all users. It will provide repeatable and consistent views to the entire organization. The POV can be adjusted as needed when run, in the web interface or Smart View.

    Up to this point we have done little more than the “Save Ad Hoc Grid” functionality provides. Where Smart View forms are special is the ability to carry basic excel calculations from ad hoc sheets into forms.

    Consider the ad hoc grid shown below:

    smart%20form_05.png

    The “Buildings” and “People” rows and associated calculations were added in Excel. Saving this ad hoc grid as a Smart Form, and then opening that Smart Form has the following results:

    smart%20form_06.png

    Note the “Buildings” and “People” lines have become shaded. The green cells are now protected. You can see the excel formulas if they cells are selected, but you cannot edit them.

    So, this is now a form that cannot be edited… how can we modify to add more information? Simply right-click on the form in the Smart View panel, and choose “Ad hoc analysis”. This will bring up your what is essentially your initial excel retrieve with formulas intact.

    smart%20form_07.png

    Now, you can add additional formulas. In this case, we are going to add the ever-popular “13 month variance analysis” and associated %. Here it is as an ad hoc retrieve:

    smart%20form_08.png

    Choose to save as a Smart Form, here you can overwrite the prior version by choosing the same name / location.

    smart%20form_09.png

    Note the formatting shown above. I am showing 2 decimal places for all columns, and %’s for column E. I have selected “Submit Formatting” with the form. As I am overwriting the existing Smart From, Smart View wisely gives me a warning:

    smart%20form_10.png

    The results: the form now contains additional formulas, and the formatting I chose “stuck”.

    smart%20form_11.png

    Let’s look at this form in the web interface:

    smart%20form_12.png

    In the web interface, or in Excel, edits to the yellow cells are dynamically calculated:

    smart%20form_13.png

    So, what are the limits of the excel formula to form formula conversion? Well, simple arithmetic appears to work well, but just scratching the surface of excel functions reveals limitations pretty quickly. In the example below, I am attempting to apply a count function and receive the following error:

    smart%20form_14.png

    That’s about it for Smart View Forms, I recommend experimenting with this functionality and see what works for you. It is a fairly quick way to further merge ad hoc capabilities with a cloud based analytical application. More entries in this series will follow, please check back soon.

  • Joe Steinbrenner
    Dashboard: User Variables2
    Topic posted June 26, 2018 by Joe SteinbrennerSilver Medal: 2,000+ Points, tagged Financial Planning, Planning in Enterprise Performance Mgmt > Planning public
    Title:
    Dashboard: User Variables
    Summary:
    Does every user have to select members for user variables in order to use the dashboard
    Content:

    We've created 2 User Variables (FcstPeriod1 and FcstPeriod2) so that we can compare the Revenue of 2 different periods in a dashboard. 

    When a user wants to view  the dashboard he/she first has to go to the  "User Variables" screen and choose members. Is there a way for the admin to set "default user variables" so that not every user has to go through that process? Otherwise I am expecting a ton of trouble tickets (...since users don't like to read manuals and ignore emails...)

     

     

     

    Image:
  • Erfan Rana
    Scenario and Version Dimension2
    Topic posted June 10, 2018 by Erfan Rana, tagged Financial Planning, Planning, Tip in Enterprise Performance Mgmt > Planning public
    Title:
    Scenario and Version Dimension
    Summary:
    Need Guidance what to place where
    Content:

    Hi Gurus - I would like to take guidance over three peculiar petrochemical industry based business requirements. EPBCS Financials, Projects and Workforce is being implemented.

    1. Yearly plan is prepared based upon 100% figures against an Entity and Product (POV). These figures are reduced based upon %age share of company ownership e.g. cost of an exploration well is shared between two parties 60% (we) and 40% (other party). Say total entered expense is $100,000, called as GROSS Figure; it is reduced to $60,000, called as NET.

    2. Few expenses are contingent upon happening of an event, called as CONTINGENT; and few expenses are confirmed, called as FIRM.

    3. Combination of GROSS and CONTINGENT, GROSS and FIRM, NET and CONTINGENT and NET and FIRM can have multiple VERSIONS.

    Can you please help which dimension should I use for GROSS and NET; which should be used for CONTINGENT and FIRM and which should be used for multiple VERSIONS.

    Should I go for a CUSTOM dimension? If we do so, approval process limitations comes under the way, as only three dimension combinations are routed through approval i.e. Entity, Scenario and Version.

    Please help

    Erfan Rana

  • Joe Steinbrenner
    HsSetValue to submit Forecast1
    Topic posted June 8, 2018 by Joe SteinbrennerSilver Medal: 2,000+ Points, tagged Financial Planning in Enterprise Performance Mgmt > Planning public
    Title:
    HsSetValue to submit Forecast
    Summary:
    Looking for VBA script to call Business rule script (Agg Script)
    Content:

    We are thinking about using the HsSetValue function to submit our forecast in excel. After pressing "Submit Data" we want to trigger an Agg script via a VBA button. 

    • Can anybody provide me with a VBA sample script?
    • What is your experience with using HsSetValue instead of using a "Form"? Any drawbacks?

    Thanks

    Joe

     

     

    Image:
  • Joe Steinbrenner
    Cleardata rule - How to exclude certain accounts?3
    Topic posted June 1, 2018 by Joe SteinbrennerSilver Medal: 2,000+ Points, tagged Financial Planning in Enterprise Performance Mgmt > Planning public
    Title:
    Cleardata rule - How to exclude certain accounts?
    Content:

    In our Forecast Cube we are loading the Revenue Forecast to several  different regions (i.e., REV_Region1,REV_Region2, REV_Region3, REV_Region4), these revenue accounts have no associated actuals, but I still want to keep the data for these accounts. Before loading the actuals we clear the Scenario. How can I exclude certain accounts from getting cleared out. The rule is below.

     

    Code Snippet:
  • Vish Thelapurath
    How to increase the maximum number of years allowed in...8
    Topic posted May 23, 2018 by Vish ThelapurathGreen Ribbon: 100+ Points, tagged Financial Planning, Planning in Enterprise Performance Mgmt > Planning public
    Title:
    How to increase the maximum number of years allowed in Enterprise Planning cloud application?
    Summary:
    Maximum number of years allowed in Year dimension is only 60. How to increase to 100 years?
    Content:

    We have a business need to capture 1200 months of cash flow for certain products. Enterprise Planning allows only 60 years. How an I increase this threshold from 60 to 100 years?

    Thanks,

    Vish.

     

    Image: