Keeping up with EPM Cloud

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/ ------------------------------------------------------------------------------------------------------------------------------------- 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 t...

As well as staging table data, Data Management/FDMEE stores various setup components in SQL tables behind the scenes. We do not have direct access to these tables in PBCS, however there are a number of ‘System Maintenance Tasks’ within data management which can be used to update and maintain these hidden tables. This blog will focus on the ‘Maintain Setup Data’ task only. Maintain Setup Data This task is useful to clean up the setup component tables, including clearing invalid import formats, data load rules or locations from data management. Occasionally, “phantom” artefacts seem to get stuck in the background tables, with no way of deleting them from the front-end. For example, if there are rules which are selectable from the Workbench but do not appear in the Data Load Rules list and therefore can’t be removed. When this happens, the ‘Maintain Setup Data’ task can resolve the issue, providing a way to view and remove these stuck artefacts. There are ...