I Frequently Asked Questions

What is the PBCS Plus One Business Process Option?

If you purchased EPM Cloud before June 4, 2019, in addition to the Standard PBCS and Enterprise PBCS licenses, Oracle offers a PBCS Plus One Business Process option. When you purchase the Enterprise PBCS license or PBCS Plus One Business Process option license, depending on the specific option you license, you can create an application of Enterprise type or convert a Standard application to an Enterprise application type and choose to configure Enterprise business processes: Financials, Strategic Modeling, Workforce, Projects, or Capital.

Some features in the product are enabled only when your application is an Enterprise application type. One such feature is using Groovy rules (see Using Groovy Rules).

How Can I Brand My Environment for Easy Recognition?

See Customizing Your Display.

Can I Change the Logo in My Business Process? What Graphical Elements can I Customize?

Yes, you can change the logo. See Customizing Your Display.

Can I Customize the Look of My EPM Business Processes and Change the Background?

Yes, you can customize the look and change the background. See Customizing Your Display.

How Can I Display Member Names in Multiple Languages?

Alias tables enable you to display member names in multiple languages. First, create an alias table for each language. Load member names for each language into the various alias tables. Then advise users of the specific regions to select their corresponding alias table as a user preference. See Administering Alias Tables and Setting the Display of Member Names or Aliases.

How can I take advantage of book-quality, financial reports created in Financial Reporting?

You can convert reports created with Financial Reporting for use in Planning Modules. These reports meet the unique requirements of the Finance department or any functional area that requires highly formatted multidimensional reporting. See Migrating Financial Reporting Reports to Management Reporting.

Where Can I Find Documentation and Examples for Groovy Business Rules?

Note:

  • If you purchased EPM Cloud before June 4, 2019, you can use Groovy rules only for applications of type “Enterprise” (available with Enterprise PBCS or PBCS Plus One licenses), Oracle Strategic Workforce Planning Cloud, or Oracle Sales Planning Cloud.

  • If you purchased EPM Cloud Standard Edition after June 4, 2019, you can use the Groovy rules included with the modules.

  • If you purchased EPM Cloud Enterprise Edition after June 4, 2019, you can use the Groovy rules included with the modules. Additionally, you can edit and create Groovy rules in Custom, Module, and Free Form business processes.

For basic information on working with Groovy rules, see Using Groovy Rules.

For details about creating business rules with Groovy, see Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

To view a technical reference and sample scripts for designing Groovy rules, see the Java API Reference for Oracle Enterprise Performance Management Cloud Groovy Rules on the cloud help center. You can also access this reference from the Oracle Enterprise Planning and Budgeting Cloud Academy. To access the Academy, sign into a business process instance, and then click Academy.

The API reference includes examples that demonstrate the syntax and power of the EPM Groovy object model.

To see example Groovy scripts:

  1. Open the Java API Reference for Oracle Enterprise Performance Management Cloud Groovy Rules, http://docs.oracle.com/cloud/latest/epm-common/GROOV/.
  2. Do one of the following:
    • On the main page, scroll down to Example Groovy Scripts. To view the examples, click the word “here” in the sentence about example Groovy scripts.
    • In the left pane, under All Classes, click a topic to view detailed information and examples of Groovy scripts. For example, click StrategicModel to see example scripts to load data from Planning and push it into Strategic Modeling, and to load data from Strategic Modeling and push it into Planning.