About Smart Push

For more meaningful and complete reporting, planners can push comments, attachments, and supporting detail to multiple plan types. Users can then do more analysis on the planning data coming from the different plan types.

For example, assume that you have expense planning in one plan type and revenue planning in another plan type. Assume further that you use a reporting plan type to consolidate your reporting needs. Without Smart Push, the data from your plan types would be moved to the reporting plan type through scheduled jobs. Smart Push allows the data to be moved to the reporting plan type almost immediately.

You can push planning data from:

  • Block Storage plan types to Aggregate Storage plan types

  • Block Storage plan types to Block Storage plan types

Considerations When Using Smart Push

When using Smart Push, keep in mind the following considerations:

  • Smart Push honors metadata and approvals security.

  • Smart Push is not supported for forms from source Aggregate Storage plan types.

  • Smart Push requires that at least one of the dense dimensions, account or period, is set as a dimension-to-dimension mapping in the application mapping definition.

  • Numeric data across all members selected for dimensions listed in the unmapped section of the source plan type in the application mapping is not listed in the Smart Push definition.

  • Whenever a target plan type has a change in dimensionality, you must select the corresponding application mapping on the Map Reporting Application screen, and then click refresh to refresh the data.

Tip:

Oracle recommends that you configure Smart Push to allow push only on some forms that act as summary forms in the BSO plan type so that users consolidate their actions before invoking reports. Automatic push should be limited because users tend to save data in a web application before finishing their data entry.

Configuring Smart Push for a Simple Form

  To configure Smart Push for a simple form:

  1. In EPM Workspace, select Navigate, then Applications, then Planning, and then select an application.

  2. In Form Folder, expand Forms, and then select a simple form.

  3. With the simple form selected, select Actions, and then Edit.

  4. Select the Smart Push tab.

    The defined application mappings for the form are displayed. Click create to add new application mappings if desired.

  5. Expand each application mapping.

  6. For each dimension shown under an application mapping, do one of the following to specify the Smart Push region for the dimension:

    • Select Use Form Context to push data for all the members selected for the dimension on the Layout tab.

    • Clear Use Form Context, and then click Select Member next to Overwrite Selection to select a member in the Member Selection dialog box.

      See Using the Member Selector for information on selecting members.

      Note:

      An application mapping definition can be overridden only on source plan type dimensions. Dimension members can be overridden if you take the context from a form by selecting Use Form Context. Dimension members can also be overridden if you specify members in the Member Section dialog box, or if you leave Overwrite Selection blank.

  7. For each application mapping, define whether Smart Push will be automatic or manual.

    • Select Run on Save to automatically push the data when the simple form is saved.

    • Leave Run on Save unchecked to manually push the data.

      To manually push the data, planners must click the link under Smart Push Details in the left pane. For example, data map names associated with a form would be listed here. See Pushing Data After Configuring Smart Push.

  8. Click Save to save the Smart Push configuration for the form.

Configuring Smart Push for a Composite Form

  To configure Smart Push for a composite form:

  1. In EPM Workspace, select Navigate, then Applications, then Planning, and then select an application.

  2. In Form Folder, expand Forms, and then select a composite form.

  3. With the composite form selected, select Actions, and then Edit.

  4. Select the Smart Push tab.

    All the simple forms for which Smart Push details are provided are displayed.

  5. Select a simple form in order to use its Smart Push details in the composite form.

  6. For each simple form selected, define whether Smart Push will be automatic or manual.

    • Select Run on Save to automatically push the data when the composite form is saved.

    • Leave Run on Save unchecked to manually push the data.

    If you select Run on Save to push the Smart Push details for a simple form when the composite form is saved, then regardless of whether you selected Run on Save for each application mapping in the simple form, all of the application mappings selected for Smart Push in the simple form are executed. Similarly, if Smart Push is configured to be manual, all of the simple form’s application mappings are executed regardless of whether Run on Save is selected for an application mapping in a simple form.

  7. Click Save to save the Smart Push configuration for the form.

Configuring Merge Options

Merge options for comments, attachments, and supporting detail are configured on the Data Options tab available when mapping an application for reporting. See Mapping an Application for Reporting and Setting Data Options.

Note:

When using Smart Push, relational data such as Supporting Details, Date, Smart List, and Text cannot be merged. Smart List, Date, and Text are pushed only in cases of a a one-to one-mapping between source cells and target cells. Empty cells are not considered for relational data push.

Pushing Data After Configuring Smart Push

See Pushing Data to a Reporting Application for information on how to push data.

How the data is pushed depends on whether you selected Run on Save when you configured Smart Push for a form.

  • If you selected Run on Save when you configured Smart Push for a form, the data is pushed when you save the form.

  • If you left Run on Save unchecked, with the form displayed in Planning, click the link under Smart Push Details <form name> in the left pane. For example, for a form named “Compensation Expenses,”you would click the link under Smart Push Details Compensation Expenses.

Note:

Smart Push always clears data in the target region before pushing new data.

Note:

If planners observe errors in Smart Push execution, the administrator must verify and fix how Smart Push is set up.

Viewing the Smart Push Status

To view the status of the data push, select Tools, and then Job Console. The Smart Push job will be displayed in the Job Console. If an error occurs, click the error link to troubleshoot the problem. If the data was pushed successfully, the Run Status is displayed as “Complete.