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EPM GROOVY – Add Entries to Smartlists Dynamically (No, Not from hierarchies)
Smart List drop-downs are used to select predefined values in a data form. They are typically associated with a member. If the number of entries is expected to grow, a hierarchy-driven Smart List can be used. This will automatically update the list of entries as the number of members in the hierarchy increases. However, an…
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EPM GROOVY – Writing a Grid-Spread Groovy Script That Works With Any Planning Application Without Any Modification
A few years ago, I worked in an ASO cube that allowed user input at the parent level. That was probably one of my first blog articles. I recently worked on an application where we had to allocate values to lower levels after they were entered in a form at the parent level. What if…
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EPM GROOVY – How To Create Re-usable Custom Month and Year Ranges in Groovy
Month and Year dimensions play a major role in most of the calculations. If it is a single-year app, it is easier to handle the month and year ranges inside our fix statements, but when it comes to multiple-year planning or forecasting, it is required to have multiple IF conditions inside FIX statements. These additional…
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EPM GROOVY – How to Transform Data Management Files Outside The Data Management Layer
Using EPM Groovy, I was able to transform a >600 MB data file with 34 columns and more than 1 million rows in under 35 seconds (only transformation). Let’s explore how Server-side EPM Automate, CSV Iterator, and CSV Writer may be used to modify a huge data management file. The data file transformation is carried…
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EPM GROOVY – How To Update User Variable Values Using a Groovy Business Rule
If you’ve been working with EPBCS recently, you may have all encountered the problem of a frozen screen when users attempted to update a new user variable value using the user preference window. This has been fixed now using a recent patch. But I hope it’s good to have a solution where the system prepopulates…
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EPM GROOVY – How To Convert SubVar / Scenario Month and Year Values To Date Objects and Compare
Java and Groovy both offer a wide range of options for creating, parsing, converting, and comparing date objects, which helps to address a number of use cases. The issue in EPM is that we either directly access the month and year values from the Scenario start end end period objects or save them in the…
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EPM GROOVY – Get Evaluated Members Function Cheat Sheet
A powerful method named getEvaluatedMembers() can be used in a Groovy business rule to fetch members from the system depending on various relationships to the current member. We can retrieve members based on below conditions. There aren’t a lot of resources available right now. I therefore decided to make a cheat sheet for quick reference.…
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EPM GROOVY – How To Convert The Periodic Data To YTD And Export It In a File
Recently, a very typical request from business asking for the YTD data export to a file for an external integration. Although it seemed like a very simple request, the challenges we ran into are described below. We have decided to try with two options: Because I hadn’t yet looked at Groovy’s transformer function, we went…
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