Setup Direct Link to PBCS Form or Dashboard

If you’ve ever tried to send a direct link to a PBCS form or dashboard, you’ll know that it’s not as simple as copying the URL from within the webpage. This usually ends in an error or directs the recipient to the PBCS home page, instead of to the intended form or dashboard.

Luckily, it is in fact possible to send a direct URL for a specific PBCS form or dashboard, but we must construct the URL in a precise way. This blog details how this can be done.

The URL template differs slightly depending on whether you want to open a Form or a Dashboard.

Data Forms:
https://virtualhost/HyperionPlanning/faces/LogOn?Direct=True&ObjectType=FORM&ObjectName=FormName&POV=M1,M2

Dashboards:
https://virtualhost/HyperionPlanning/faces/LogOn?Direct=True&ObjectType=DASHBOARD&ObjectName=DashboardName&POV=M1,M2


Where the parameters for the URL are as follows:

·         Virtualhost – this is the PBCS Instance URL (eg: https://demo-test-demo.pbcs.em2.oraclecloud.com)
·         Direct=True – always true, indicates a direct link to the Form/Dashboard
·         ObjectType=FORM or DASHBOARD – specify the type of object (Form or Dashboard only)
·         ObjectName=FormName or DashboardName – the name of the Form or Dashboard.
·         POV=M1,M2 – a comma separated list of member names, one from each dimension in the Point of View

Important note! If any of the form/dashboard/member names in the URL contain spaces, use %20 to replace the space character. For example, to open a form named “Form Test”, the ObjectName value would be Form%20Test



For example, use this URL to link directly to the above Dashboard "Revenue By Market":

https://virtualhost/HyperionPlanning/faces/LogOn?Direct=True&ObjectType=DASHBOARD&ObjectName=Revenue%20by%20Market&POV=Computer%20Equipment

A great use of this feature is to send out a direct dashboard link with a custom POV, rather than sending out individual extracted reports to each user.

Comments

  1. Bryant25 April 2021 at 21:53

    I am really very happy for the nice approach is visible in this blog and thank you very much for using the nice technology in this blog.I really appreciate your work.If you require about ConsultantsGST Return Filing Services in delhi | Tax Return Filing in delhi please click on it.

    ReplyDelete

Post a Comment

Popular posts from this blog

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

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