Using Tags in IPM Insights

Intelligent Performance Management (IPM) integrates directly into your EPM applications to provide automated predictions, data analysis and insight into anomalies or patterns which may otherwise go unnoticed. In the June 2024 EPM patch, Oracle released new Tags functionality to IPM, which allows users to tag each other in insights and apply hashtags which can then be used to filter the insights later.

To recap briefly, there are 3 types of IPM insight available:

  • Forecast Variance & Bias Insights – Reveals potential hidden bias in forecasts submitted by planners by analysing past data. 
  • Prediction Insights – Analyses variances between predicted scenarios such as forecasts and computer-generated projections.
  • Anomaly Insights – Identifies inconsistency in historic actuals by highlighting outlier values.

See my other blog here for more information on configuring IPM insights: https://lydia-maksoud-epm.blogspot.com/2022/06/introducing-ipm-insights.html

Since the June 2024 patch, there is now an extra card in the IPM cluster called Tags, which is where administrators create and manage available tags.

There are two ways to utilised tags within IPM insights:

1. Use the comment box to tag an insight, using the # 

2. Use the @ in a comment to mention another user

Some of the benefits of the tags functionality are:

  • Mentioning other users allows them to focus on only those insights which require their attention in IPM
  • Users can filter to view only those insights they’ve been tagged/mentioned in, using a “My Insights” filter
  • Hashtags can be used as custom filters (e.g. #FinanceReview)
  • Discussions can then be focused around specific data insights which have been tagged

As explained, this functionality requires some administrator configuration – this can either be done by an in-house EPM admin, or via our friendly Brovanture support desk.

Comments

Post a Comment

Popular posts from this blog

Loading Actuals from Fusion ERP Cloud to PBCS

Image
If you’re looking to set up a data load of Actuals from ERP to PBCS and have heard this is an “Out of the box” integration, then good news! Not only is the OOTB connector included within PBCS Data Management but the integration is simple to setup and to schedule using EPM Automate. This blog will detail how to setup the ERP to PBCS connector in Data Management and some of the common errors found when running the data load. The first thing to know about this integration is that the data source is actually the ASO Essbase cube which sits underneath the Fusion ERP tables, holding the period Actuals values. This ERP Essbase cube is created using job ‘Create General Ledger Balances Cube’ when configuring the ERP system. This cube must be created before the integration can be set up correctly and can be accessed directly via Smart View for reconciliations. Set up the Source System As this is an Oracle built connector, it’s as simple as providing a name for the source system ...
Read more

Loading multi-period row data files using Data Management

Image
The ability to load multi-period data with the Period and/or Year in the rows is not particularly new (since release 16.10), however it is something that most people seem to forget is possible in Data Management. This really is something worth remembering as it eliminates the need to either split the data files into one file per month or try to pivot the month into the columns. In order to set this up, let’s firstly look at how to add the Period and Year columns to the import format. Add the Period and Year columns using the Add -> Source Period Row dropdown, and input: The Source Column name – e.g. PERIOD The Field Number (file column) – e.g. 3 Any required expressions for that field  As these are Period/Year dimensions, the mappings are not held in the usual Data Load Mappings area. Instead they are configured in the Period Mappings , under the Source Mapping tab. Select the Source System as File to add a new mapping calendar for loading the data ...
Read more

Executing Smart View Retrievals using VBA

Image
When working with Hyperion systems, Smart View is a key tool used for reporting, as well as inputting data. It provides a valuable link between Hyperion and Excel, which allows users to retrieve data from the database straight into Excel with ease. Smart View functions are available through the Smart View toolbar and can be used with Essbase, HFM, Planning or Cloud connections. Occasionally, it is necessary to perform Smart View functions behind the scenes using VBA code, rather than manually using the Smart View toolbar. For example, a spreadsheet which will refresh all the Essbase retrieval sheets on opening, so that users can view the most up to date data, without having to remember to refresh each of the retrieval sheets themselves. This blog will be cover how to retrieve data using a Smart View refresh function in VBA. For more information about Smart View Excel VBA functions, go to the Oracle Hyperion Smart View Developers Guide .  System Requirements ...
Read more