Keeping up with EPM Cloud

For this blog we will be covering a common use case of exporting data from an EPM application to a file, for upload to a third-party system. While it is possible to export data from EPM Planning using the “Data Export to File” functionality in Data Integration, the formatting options available are quite limited and typically would require some manual file manipulation before it can be uploaded. This is where groovy comes in! In fact, to get the best of both worlds, we will be using a combination of both Data Integration AND groovy scripting , to produce a highly customised file format. This allows us to utilise the powerful mapping capabilities of Data Integration, as well as the file manipulation of groovy rules. Step 1 – Export to File in Data Integration For the first step, we will use the built in functionality to export data to a file. For details of how to do this, please refer to my previous blog here: https://lydia-maksoud-epm.blogspot.com/2025/01/exporting-epm-plan...

Approval groups are a welcome addition to the workflow approvals setup in EPM, which now allows you to submit segments of data defined by multiple dimensions, rather than just one or two. In the past we’ve been limited to submitting by Entity, with an optional secondary dimension; now however, with approval groups, we can setup approvals to submit portions of data which are much more specific and reference combinations from multiple dimensions if needed. For example, if the Revenue team is split into 3 Product streams, plus another stream for Cost submissions, then a combination of Entity, Account and Product is needed. Step 1 – Setup Approval Groups The first step is to create the required approval groups under Application -> Approval Groups . Create a new approval group and add the relevant dimensions. For example below, for Fuel Margin, I’ve selected the Revenue/COS and Fuel metric accounts, combined with the Fuel products. This means when this approval group is submi...