EPM Cloud: Edit Variables Task

UPDATE: see the below link for an updated method of inserting URL tasks into task lists:

 https://brovanture.com/oracle-epm-cloud-make-the-user-experience-simple-intuitive-with-direct-links/

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As part of a year rollover or budget opening task list, it is a common task for an administrator to need to update substitution variables. For example, updating the substitution variable that indicates the current financial year.


The problem is that there isn’t a specific ‘Edit Variables’ task type to guide the admin to the correct page for editing sub vars.

Fortunately, the same result can be achieved using a URL task type, along with the below URL:

https://OracleDomain.oraclecloud.com/HyperionPlanning/planningJET/variables/js/views/variables.html

Where OracleDomain is your EPM Cloud environment.


Instructions for which variables to update can still be accessed from the Task (i) icon.

The Task will show with a URL world icon.


Clicking on the Task Name link will open a second tab on the Variables page:
The original tab will stay open for the admin to reference back to instructions or move onto the next task.

Comments

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