Platform Data Exploration Skill

The Platform Data Exploration skill helps you inspect applications, cubes or plan types, dimensions, members, forms, dashboards, and selected values through the packaged EPM Client Library.

Direct metadata questions go straight to the relevant operation. For business-data questions, the agent finds a relevant saved form, or reads a form or dashboard you name, then checks the returned scenario, version, period, entity, currency, and other coordinates before answering. Supported bounded ad hoc retrieval is available when an appropriate form cannot represent the requested slice. Follow-up questions reuse compatible context while retrieving fresh numeric values.

Example Prompts:

• List the cubes in the Vision application in EPM Test.
• Get the dimensions for Plan3 in Vision in EPM Test.
• Find the exact Product member <member name> in Vision Plan3 and show any ambiguous matches.
• Read the saved form <form name> in Vision and show the values for the explicitly selected <scenario>, <version>, <entity>, and <period>.
• Compare Actual and Budget for <metric> in <period> using a relevant form in Vision; show the source and full visible context.
• Show the data in dashboard <dashboard name> in Vision and identify the source form for each returned component.
• Find a relevant form for <business question> in Vision and explain why its metric and period fit my request.
• Show the substitution variables for Vision, excluding any credential-like values.

Note:

The current Planning package focuses on exploration. Planning wries are disabled by default; any supported persisted import needs a separately enabled host with review, approval, drift checks, and read-back. Form and dashboard exports can run configured load rules, so retrieval can have configured server-side effects. Hidden system dimensions are omitted from customer-facing dimension lists.