Posts Tagged ‘EPM’
Dimension Member Count Matrix
When managing a system it is useful to have a table of dimensions and the cubes that they are valid in like the example below. The numbers are a count of the members in the dimension that are valid for that cube. To get the grid, I have a groovy script to produce the CSV…
Read MoreDelete Multiple Reports
How to delete a reports folder with multiple reports in it without having to delete each report individually. You can go into navigator→forms it shares the same folder structure as reports. In my installation these folders have no webforms and appear empty in the “Form and Ad Hoc Grid Management” You can delete the folders…
Read MoreManaging Files and Folders
Housekeeping of files in the instance can be an unwieldy task. I’ve a couple of scripts to identify a list of files and another to delete files. Moving files produced into a default folder to the desired directory, I use a Pipeline process where the target folder can be changed from default. Finally some scripts…
Read MoreA Notation for Variables
Setting up variables in EPM for Substitution, User Variables or Run Time Prompts without some forethought beforehand will lead to a proliferation of variables, the use of which can become obfuscated and can become redundant without anyone noticing. This article is my naming structure to pre-empt these problems. Often when I’ve seen EPM systems, variables…
Read MoreASO Copy Actual to Forecast
In Planning a common requirement is to actualise the forecast with the latest actuals. This blog is a groovy script that will clear the Actual set of periods from the Forecast e.g. Jan to Jun for the current year and then copy the same periods from the Actual Scenario into the Forecast. It is an…
Read MoreWeb 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…
Read MoreUpdate 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…
Read MoreConfigure 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,…
Read MoreView Double Entry Transactions
Ever done an intercompany recharge of costs? The calculation creates the other side of the transaction and you want to see it, but the security set up prohibits you from viewing what you’ve just done. I was confronted with this paradox problem, I had a web form to input intracompany cross charges, but all I…
Read MoreBSO database, calc performance or size management
What to do if the size of your database is getting close to your storage limit, or the performance of a calculation is becoming less optimal because it is running over too many blocks, here is a tip to see where the blocks are in your BSO application. From the Database Properties the total block…
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