Reinstate the Workforce/Financial Module Artefacts

I was having an issue with an Oracle pre defined calculation in Workforce Planning that had been updated by introducing a modified variable run time prompt, but the artefact no longer worked as it was at least 3 years out of date. I needed to get back to a state where EPM recognised that it…

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Web Form Calculation Formula

Sometimes it can be advantageous to embed a formula into a Web Form rather than include it in the database. Such circumstances may be when the use case for the formula is so specific it doesn’t warrant putting into the database, or it is a variance of two columns that are different scenarios set by…

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EPM Reports – Getting Started

This blog was just intended as a quick start guide to EPM Reports, but now it also has tips for extracting Cell Comments, Supporting Details and Cell Attachments. While compiling the notes, the feature to get the Cell Comments that users enter in Web Forms and Smart View provided a way of extracting all the…

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Period End Average Selling Price

To calculate an average price in the Year_Total/Total_Period member is quite straight forwards if you’ve got your period hierarchy as dynamic calc. It just needs a forumula. It doesn’t need to be a Two Pass calculation member. The ASP (Average Selling Price) member in my model has the following properties: The time balance and account…

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Update Of Security by File

In this blog I wanted to update Planning Security using file imports. When a dimension is security enabled (see below) and required multiple members to have security applied to them, doing it through the user interface is tedious. This is also true of rules and forms. Import Security Groups First thing to do is add…

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Restoring Part of the Essbase Data

Here is a tip for restoring part of a Planning model, say for a specific Version/Scenario. First I have restored a model from which I want to extract the data, ready to import data into my PROD for only a specific version & scenario combination. Export in native Essbase format The folder has to be…

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Configure Financials Automatically

To all you EPM administrators out there, here’s one job you can automate, the monthly Configuration of the open periods on the Scenario dimension and setting of the “OEP_” substitution variables. One less thing to do each month end…. Save a bit of time. Basically I’ve got two scripts, the first to set the variables,…

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Access to Multiple Environments in Excel Smart View

A super quick post about a tip I got a few years ago on an easy way to manage access to multiple environments in Excel Smart View. The reason for going to post is that it surprises me how often that I come across people that have not seen this, so here it is. How…

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Performance step up for @PRIOR

I wanted to test the performance of using @XRANGE with @PRIOR verses using the cross dimensional operator in conditional statements to see how much performance could be improved.

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