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    EPM GROOVY – Simplifying Server-side EPM Automate Scripting: Utilizing EPM Connection Manager for Secure Credentials



  • EPM GROOVY – How To Find All The Smartlists Associated With Members using Groovy

    One of my coworkers recently asked if there was a simple way to extract all the smart lists connected to members. The idea was to remove all unused smart lists. I could not do it in one step since smart lists might be associated with any member from any dimension. I don’t want to download…

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  • EPM GROOVY – How To Execute Business Rules Parallelly Using The REST API

    Parallel execution can be accomplished in a planning application in a variety of methods. One of the most effective methods is to build a rule set with a parallel or serial tag. Parallel execution and error handling are automatically handled by the system. Since there is no coding required, I would always choose the rule…

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  • EPM GROOVY – Use REST API to Automatically Move the Daily Maintenance Window If the Current Rule Takes Longer than Expected

    The idea is to come up with an approach to move the “daily maintenance” window if the current rule is going to take longer than anticipated and eventually collide with the maintenance window.  I choose to use the REST API to execute the business rule since it gives me the option to check other things while the…

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  • EPM GROOVY – How to Impersonate a User Using REST API

    This was a key feature that had been absent from the start of the REST API operations using groovy. Currently, when a planner performs a REST job, it executes so without using the planner’s access and instead uses the user id (Admin Access) that is linked with the REST Connection. This helps us most of…

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  • EPM GROOVY – How to Replace Form Level Formula Rows/Columns With Groovy’s ‘Run After Load’ Rules

    When calculating simple formulas at the form level, formula rows and columns prove to be very helpful. I haven’t implemented formula rows or columns in my previous implementation in a few years. Using groovy rules, we can modify “any” data fields after the form has loaded thanks to the “Run After Load” functionality. Whether it…

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  • IPM GROOVY – How to Execute Machine Learning Models Using a Custom Groovy Rule (BYOML)

    I’ve been curious about how easy it was to use externally fully trained ML models in planning apps ever since Oracle released Bring Your Own Machine Learning in EPM. For those who have no past experience with Machine Learning, Given the massive knowledge base already available on the internet, getting started is pretty simple. ML…

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  • EPM GROOVY – How to Perform On The Fly Webform Level Custom Calculations Before Saving the Form

    The majority of us executes groovy rules in ‘Run Before Save’ operation to check if user-entered data fits all of the validation requirements. If the data does not meet the conditions, we have the option to cancel the ‘Save’ action. We’ll utilize the same “Run Before Save” groovy business rules and perform simple calculations on…

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  • EPM GROOVY – Validate Data Files To Identify Unknown Members Before Loading It in Oracle Planning From The Calculation Manager

    Without uploading the data into the system, there are few methods for validating the data file to see if all of its records are going to be loaded or not without rejections. This type of validation is frequently carried out on a local server by comparing members to downloaded meta data csv files. I’d want…

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  • EPM GROOVY – Renaming Members in Bulk: A Guide to Using CSV Files with Calculation Manager

    We don’t have many choices for renaming many members at once. One common use case is when the source system decides to change the prefix of members, renaming all of the members becomes a challenge in a fully data loaded plan types. Here’s how groovy can help you solve the problem. RENAME MEMBERS I am…

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