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Lots of exciting things going on right now – I’ll be in Las Vegas next week for the Collaborate 2017 conference. Originally I was just giving one presentation, but now I have three (yay!). I am going to be presenting on the PBCS REST API and in particular how to use it via the high-quality, open source PBCS […]
The Performance Architects Insider’s Guide to COLLABORATE 17 - 27-Mar-2017 12:35 - Performance Architects

Author: Kirby Lunger, Performance Architects

COLLABORATE 17, the largest meeting of Oracle user groups representing the full family of Oracle business applications and database software, is taking place Sunday, April 2nd through Thursday, April 6th at Mandalay Bay in Las Vegas. The event is co-hosted by the Independent Oracle Users Group (IOUG), the Oracle Applications Users Group (OAUG), and Quest International Users Group (Quest), which means this is the biggest meeting of Oracle users outside of Oracle OpenWorld!  As a result, the event can be somewhat difficult to navigate, so the Performance Architects team wanted to share our thoughts on important happenings at the conference for the BI and EPM (Hyperion) communities.

Pre-Conference Workshops

The OAUG holds pre-conference workshops on Sunday that provide “deep dives” into specific topics; these are a great way to get detailed instruction (and sometimes continuing professional education credits!) and to network with like-minded people.  Most of these cost an additional fee to attend.  The Performance Architects is hosting one workshop:

Special Interest Group Sessions and Events

There are four key special interest group (SIG) sessions and events that you should add to your calendar for BI/EPM-related topics:

  • Monday, April 3rd, 11:00 AM–12:00 PM: OAUG Hyperion SIG Session (Session ID: 10178 – Breakers E). Register here: https://app.attendcollaborate.com/event/member/317668
  • Tuesday, April 4th, 4:15 PM–5:15 PM: OAUG Endeca SIG Session (Session ID: 10010 – Breakers L). Register here: https://app.attendcollaborate.com/event/member/317501
  • Wednesday, April 5th, 11:00 AM – 12:00 PM: OAUG Oracle Business Intelligence – Big Data SIG Session (Session ID: 10214 – Breakers E). Register here: https://app.attendcollaborate.com/event/member/317704
  • Hyperion Connect Reception! Join us on Tuesday, April 4, from 7 p.m. – 8:30 p.m. and network with your fellow Oracle EPM users at a special reception just for this community within COLLABORATE. Share ideas, make connections and meet Oracle executives and product developers. The reception will start at 7 p.m. in the Palm Foyer of the North Convention Center and preregistration is not required!

Presentations

There are 1200+ sessions organized into 17 tracks, so it’s essential to figure out a schedule during the conference (just getting to sessions during the breaks can be tricky!).

We strongly recommend attending the Oracle roadmap sessions, as these are probably the only public roadmap sessions you’ll get to see until Kscope this June or OpenWorld in the fall.  For EPM, we recommend:

For BI, there aren’t any “official” roadmap sessions, so we recommend the BI-Big Data and Endeca SIG meetings mentioned above, as we know Oracle product management leaders will be attending both SIGs and presenting on product strategy and roadmap details at those sessions.

We would also be remiss if we didn’t mention that the Performance Architects team has several presentations scheduled during the conference:

Fun and Networking

The conference hosts some really fun events so that you can meet your peers and enjoy their company!  The Welcome Reception is held on Sunday night at the House of Blues and is a “don’t miss” way to see who’s attending the show this year.  The Monday Welcome Reception in the Vendor Showcase is also a fun kickoff event (with free drinks and food) and is a helpful way to see who’s exhibiting and what’s new in the vendor world (Performance Architects will be hosting a fun game at Booth 847).  If you’re lucky enough to get to stay for the end of the conference, the Attendee Appreciation Party on Wednesday night should also be on your schedule.

Performance Architects is also hosting a special, invite-only event during the conference.  If you’re interested in learning more, please email us here and we’ll let you know if there’s still space to participate.

We look forward to seeing you soon!

 

This one time in Portland… - 27-Mar-2017 09:00 - Opal Alapat
Every now and then something happens in life and you have to share the story because it’s just so insane. This one is a long story and will take ~10 minutes to read. Back in January 2017, I had the opportunity to visit Portland for work. The travel for this trip was unlike any other … Continue reading This one time in Portland…
Using Direct Page Links for Forms and Dashboards in PBCS!!! - 24-Mar-2017 03:59 - Dayalan Punniyamoorthy
Like we had the smartcuts in On-premise the same functionality is available in PBCS as direct page links. Let’s cover them in this blog


Straight from the documentation it says “Oracle Planning and Budgeting Cloud supports direct URL links that allow you to access Oracle Hyperion Planning forms and dashboards and to integrate with Oracle Sales Cloud. You can use direct page links to create a URL that points to a specific form or dashboard. If users have appropriate access permissions, they can use the URL to go directly to the form or dashboard to view or update it within Planning and Budgeting Cloud.”

To use this feature, first create a form or dashboard, and then assign access and manage users and roles. You can then set up the URL for a direct page link and communicate the URL to users.

Composite forms are not supported for direct page links.


URL Parameters
The URL includes the following parameters. For ObjectType, specify either FORM or DASHBOARD. For ObjectName, substitute the name of your form or dashboard for FormName or DashboardName. Specify a point of view using POV and a comma-separated list of members; substitute your own member names for M1 and M2.

  • virtualhost - PBCS Instance url (eg: https://demo-test-demo.pbcs.us2.oraclecloud.com)
  • Direct=True
  • ObjectType=FORM or DASHBOARD
  • ObjectName=FormName or DashboardName
  • POV=M1,M2

The direct page link servlet requires authentication. Users must log on to gain access to the target page. After logon, users are redirected to the target page. If a user has already logged on, the target page is immediately displayed without requiring logon.

URL Pattern

Forms – use this direct page link URL pattern:


Dashboards – use this direct page link URL pattern:


I will be opening the Form "05. Fixed Cost Budget" using the direct link page. 



URL for opening the above form is 
https://demo-test-demo.pbcs.us2.oraclecloud.com/HyperionPlanning/faces/LogOn?
Direct=True&ObjectType=FORM&ObjectName=05.%20Fixed%20Cost%20Budget&POV=Westbury%20Location,SAL%20HISTORY

All spaces need to represent as %20


That's it for now,Happy days with PBCS!!!

Creating a large number of Period mapping using LCM–PBCS!!! - 22-Mar-2017 07:24 - Dayalan Punniyamoorthy
Well creating a large number of period mapping from 2013 to 2015 will take a while to create manually. Creating the same period mapping for multiple application is also a trouble if you create It manually.



If you want to edit the Period mapping under Global mapping




You need to extract the it under Application -> FDM Enterprise Edition -> Global Setup Artifacts -> Period Mapping


The Extract of the period mapping from LCM would like below,


Use the same format and append all the needed period and get it imported it back

If you want to edit the Period mapping under Application Mapping 

The process remains the same, but the LCM export needs to be taken from Application data and from the name of the application you actually want to add the period mappings



Hope this was useful, happy days with Cloud!!!



Author: Ben Hogle, Performance Architects

If you’ve ever loaded data into Oracle Planning and Budgeting Cloud Service (PBCS), you’ve almost inevitably had to clear data from your ASO and/or BSO cubes. Maybe you goofed, maybe something changed; it doesn’t matter, your data must be purged and reloaded; and the ability to clear large amounts of data relatively easy is a life saver for many of us in this business. This is generally a simple process that can be completed with a few simple steps.

Within the system, users can clear numerical cell data as well as additional cell details such as annotations and supporting details.  We’ll focus only on clearing numerical data in this blog post.

As most of you likely know by now, Oracle will discontinue use of the Standard Interface late this calendar year so I will only show how to do these tasks in the Simplified Interface (Need more information on this topic?  Check out the Performance Architects blog post: Oracle Planning and Budgeting Cloud Service (PBCS): Twelve Month Farewell Tour for the “Standard Interface”).

Clearing Data from cubes in the Simplified Interface can be very simple and easy by following a few quick steps:

  • From the home screen click: “Application>Overview”

  • Near the top right-hand side click: “Actions>Clear Cube”

  • Click: “Create”

  • Name your job and select the cube to be cleared from the drop down list, then select what data to clear.
    • The choices for a BSO cube clear are:
      • Clear All – Delete all data
      • Upper-Level Blocks – Delete data in upper level blocks only
      • Non-Input Blocks – Delete data in non-input blocks only
      • Dynamic Blocks – Delete dynamic block data only
      • Empty Blocks – Delete only blocks with values of: #MISSING
  • An ASO cube clear offers fewer options:
    • Clear All – Delete all data
    • All Aggregations – Delete all aggregated values
    • Partial Data – Clear data from a specific location (i.e., data attached to a specified scenario, version, etc.); Partial Data clear also lets the user decide whether they want a logical clear (essentially zeroing out the numbers) or a physical clear (actually removing all values from each cell)
  • Directly below are the BSO cube clear options and second below are for the ASO cube clear.

BSO

ASO

  • When finished select “Save and Close.” After the job is saved, you can then run the action

When you have finished adding and running the action, you’ll want to go through the data and verify that it has all been cleared from the proper cube that you selected. To do this, simply go to any created forms or reports that have previously been generated and verify that no data exists in the cube(s) that were cleared.

Several other ways to clear data exist, but I don’t have enough time in one blog entry to discuss them all. Please feel free to reach out us at communications@performancearchitects.com if you have any questions about clearing data in the PBCS Simplified Interface.

Getting the Most Out of FDMEE Using SQL - 21-Mar-2017 15:53 - TopDown Consulting

When Oracle introduced FDMEE, SQL became an option as a scripting language for mapping. Jython and SQL replaced VB that was used in FDM.  Initially, I gravitated towards using Jython but when I realized that you can do more with SQL, I started to explore it as an option. In this blog post, I will walk through a scenario where I used SQL in the mapping tables to do more than just mapping.

FDMEE and ERP Integrations

A scenario I frequently encounter is one where a client has integrated FDMEE with their ERP system, and as a result, they have lost ability to massage data using scripting in an import format.  In this particular example, our client was upgrading from FDM to FDMEE and wanted to directly integrate FDMEE with Oracle EBS R12.

In their FDM environment, they were creating flat files from a data warehouse and loading them into FDM. They utilized an import format script on the amount column that would divide the amount by 1000.  Since you cannot write a script in the import format when you have a direct integration with an ERP system, an alternative solution was needed.

That solution came in the form of a SQL script.

Specifically, we used a Lookup Dimension (such as UD5) in FDMEE so that we could create a SQL script in a dimension that would not interfere with the mapping for the other dimensions.

Lookup Dimensions

After creating the (UD5) lookup dimension, we added a SQL script in a Like mapping record, and the SQL is run on every record that is imported.

Note that a common question that we get after introducing a lookup dimension is: Will data get loaded to the target application using a lookup dimension?  The answer is, no. A lookup dimension is strictly used for reference.

For Example

Below is an example of a simple SQL script; however this functionality can be used to accomplish more complex SQL activities such as updating a table, updating values in a table, or referencing a table.

Final Thoughts
FDMEE is a multifaceted integration tool. Extending it with SQL is just one of the ways you can use it. If you have questions about this topic or you would like me to discuss another topic regarding FDMEE, DRM, or Integration please comment below or drop me an email.

The post Getting the Most Out of FDMEE Using SQL appeared first on TopDown Consulting Blog.

Kscope17 Preview: Your Destination Awaits - 20-Mar-2017 11:09 - ODTUG Kscope
Kscope12, my very first Kscope and the one that shares this year's location, was a superbly unique event. In last year's ODTUG Cinco de Mayo #tbt Twitter party ("tbt" = "ThrowBack Thursday" for those of you who don't use Twitter), pictures from Kscope12 kept surfacing attached to fond memories...
March ODTUG News - 20-Mar-2017 11:04 - ODTUG
ODTUG celebrated its 20th birthday! The ODTUG News will keep you up to date on ODTUG Kscope17 updates, events, and sponsorship opportunities. Read more to learn about Meetups and events in your area, and mark your calendars for our upcoming March and April webinars.
Kscope17 Preview: Your Destination Awaits - 20-Mar-2017 11:00 - Opal Alapat
(The following article has been cross-posted to ODTUG’s website.) Kscope12, my very first Kscope and the one that shares this year’s location, was a superbly unique event. In last year’s ODTUG Cinco de Mayo #tbt Twitter party (“tbt” = “ThrowBack Thursday” for those of you who don’t use Twitter), pictures from Kscope12 kept surfacing attached … Continue reading Kscope17 Preview: Your Destination Awaits
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