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...

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. Luckily for us, it is possible to export data from EPM Planning using the “Data Export to File” functionality in Data Integration. Here I will detail how to set this up, and some key settings to look out for. First, we need to setup a new Application, using the Action menu in Data Integration, and select Category Data Export and type Data Export to File .   Next, upload a text file containing the required column headings and save. For example, I have created a file named Generic_Export.txt with 11 comma delimited columns, as below:   This will create an application with the name of the file, which will be our target for the integration, containing all the columns listed in the file. Note: columns can be added manually later if needed! Now we can setup the integration, with our Planning application as the Source and the file fo...