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Auto Predict – AI in Oracle EPM

Recently Oracle introduced Auto Predict in their Planning Environments. These feature is true artificial intelligence where Planning predicts your forecast automatically. This blog goes into the details of how Auto Predict can help your business.

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Pro Tip 9

On premise Hyperion Planning and early versions of PBCS automatically linked accounts across plan types. To disable this default behavior administrators were required to assign each non linked account with a UDA of HSP_Nolink.
Oracle planning now allows you to globally disable this function in the Application settings. Set the “Link Accounts by Default” setting to “No” to disable any linking of accounts across plan types.

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Smart View and Flex Forms

A good reason to update to at least the 11.1.2.5.900 version of Smart View is the Enhanced Free-Form Support. This new feature is only available within Smart View and allows you to customize the row members within a form. Having the ability to delete, insert and reorder members within a form can be helpful when using large forms. Using an Enhanced Free-Form also allows you to sort and filter members using native Excel functionality.

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Pro Tip 8

Do you have EPM Automate running for you automated EPM Processes? A good rule of thumb is to make sure and add an “Upgrade” process to your first step. Oracle will on occasion create updates to this utility and with a simple command of “EPMAutomate upgrade” you can ensure that your utility is up to date. If you’re version of EPM Automate is up to date, then nothing will happen and it’ll move forward to the next process.

Pro Tip 7

If you ever struggle with the traditional Calc Scripts of Essbase in the Oracle EPM Cloud suite spend some time looking at the Custom Defined Functions such as @CalcMgr and @CalcMgrExcel. Often times these calculations are overlooked by traditional implementations because of the lack of literature and examples of them. However, these functions are perfect for complex date logic when date fields are used in EPBCS or any of the EPM tools. They can help identify entered day, month, or year, calculate differences in time, tell you the current date and even account for leap years. So the next time you’re struggling with date logic consider these calculation functions.

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Let’s Move to Hybrid

In June 2019 Oracle opened up the ability to use Hybrid BSO for EPBCS allowing organizations to drastically reduce calculation times, application size and improve overall performance. Learn how you can take advantage of Hybrid today!

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Pro Tip 6

Recently Oracle introduced new functionality to allow Drill-Through to the Data Management Landing Page from PBCS Data Forms and Smart View Ad-hoc to Excel. Previously, the only option was to the web browser. The functionality is available via the Options Ribbon, Advanced tab. The setting is called “Drill-Through Launch” and you can either force it to Excel by selecting “In New Sheet” or have it prompt you by selecting “Prompt Me to Choose Target”. Personally, I like the second option because your not forced into one option. You can choose the “In Web Browser” if you want to check the drill to source or check mapping details or Excel if you want to do Excel analysis on the detail values.

Pro Tip 5

Getting timeout errors in Smart View? Tired of the screen flickering when retrieving data. Built into Smart View are optimizations that could help.

Go to Smart View-> Help-> Health Check.

Health Check provides a menu with recommended settings. Try them out and see if it helps with your Smart View performance issues!

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Data Management for Currency Enabled EPM Applications

Have you ever used Oracle’s Currency Enabled applications for Planning, PBCS or EPBCS. It’s very straight forward and simple to use. Learn about how you can easily load data through Data Managengement in these enabled applications.