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Custom EPM Tooltips using Groovy

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Groovy is a standard scripting language which is available in EPM applications to allow dynamic customisation in multiple contexts around the system. The availability of groovy is dependent on the EPM licensing; groovy scripting is available for EPM Enterprise applications only. As with all coding languages, use of the documentation is key and Oracle have provided a brilliant scripting reference which can be found here: https://docs.oracle.com/en/cloud/saas/applications-common/22b/cgsac/groovy-basics.html In this blog we will focus on using groovy scripting to generate user tooltips , depending on the cell being referenced. Tooltips are the messages that show up for users when the cursor hovers over a particular cell. Depending on the form contents, these can be used to offer more specific guidance and to provide further context for data entry. In the below example, we will be using groovy to set tooltips which provide additional information on the different forecasting d...

Executing Smart View Retrievals using VBA

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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 ...