Unboxing Oracle EPBCS – Creating an EPBCS application

I have been waiting to try out Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and I finally got a chance to write about it. In this post we will create an EPBCS application with multi-currency enabled and go through the application defaults. When you login to your EPBCS pod for the first time, you are presented with the following screen: Click on ‘Start’ under Planning and Budgeting You are presented with 3 options: Standard … Read More

Financial Reporting Studio Related Content Error Number 2019

I encountered a FR Studio Related Content Error – ‘error number: 2019′ with error message: ‘Unable to connect to http://<servername>:8200/raframework/browse/listXML?sso_token=’ while attempting to add related content to a FR report. Specifically, this error occurred when I was attempting to create a related content connection by clicking on a folder in the add related content dialog box.   The issue was caused during the Financial Reporting configuration in which the FINANCIAL_REPORTING_LWA was set to port 8200 instead … Read More

Planning Bug Alert: Data form column resizing does not work in Planning v11. when the columns contain more than one dimension.

Data form column resizing (using any of the options available) does not work in Planning v11. where data forms have more than one dimension in the columns. The width resets to the default value even after the column widths have been updated. This affects the form when opened in Workspace and Smartview. Oracle has identified this as a known bug and expected to be fixed in v11. Please note: The column does resize to ‘fit … Read More

Using Planning Calc Manager Variables in Essbase Calculation script with SET RUNTIMESUBVARS command

On a recent project, I wanted to execute an Essbase Calc script with substitution variables set to accept values passed by Planning business rule run time prompts. In this specific case, I wanted a user to run a business rule in a planning application that would use the run time prompt values and pass on to a calculation script in a separate standalone Essbase database. I used a combination of CDF in business rule that … Read More

Import Smart Lists into Oracle PBCS or Planning using a csv file

Here is an easy way to import Smart Lists in to Oracle PBCS or on premise Planning using a csv file. This has been tested on Oracle PBCS and Planning versions and later. The first step would be to export the existing Smart Lists. When we do this we get the file format that we can modify and re-import. If you do not have any smart lists yet in your application, you can create … Read More

Planning Member Formula Editor does not work after applying PSU

We applied Planning PSU to fix a SmartView bug we had encountered during development. PSU did not resolve the issue, however we also noticed that after applying PSU the Planning Formula editor did not work. The page was stuck at the message ‘Loading Member Formula Editor..’ Planning was rolled back to PSU so that the Planning member formula editor can be used.  We were using Internet Explore 9, however looks like … Read More

Access Control Report in Oracle EPM Shared Services returns a 403 Forbidden error

I usually run access control reports for Planning application through Shared Services by right clicking the planning application and selecting ‘Access Control Report’. However on a recent EPM project working on version when I attempted to run the report, I got a Error 403 Forbidden error. More research led me to Doc ID 2039157.1 on Oracle Support. The access control report feature in Shared Services has been discontinued from EPM v You will … Read More

Maximum number of rows exceeded errror in Smartview

When using Smartview on Essbase, you may get a maximum number of rows exceeded error specifying a number for the rows exceeded. This number is the one specified in the Oracle Provider Services maximum number of rows setting. The default setting is 5000 rows. When the Smartview query result exceeds 5000 rows (or the number specified in the Provider Services settings) , you get an error which looks like: Essbase Error (1020011): Maximum number of … Read More

Form Formula in Planning displays as #No ACCESS in Smartview for a non-admin user

On a recent Planning implementation we encountered an issue where a formula in a Planning form displayed #No Access in Smartview when accessed by non-admin users. When we logged in as an admin, the formula worked fine. The same formula displayed correctly when accessed through the Planning web. Planning Patch Set Update (PSU): did not resolve this issue either. We raised an SR with Oracle and after a few development iterations; Oracle confirmed … Read More


@MOVSUM and @MOVSUMX functions are handy functions that can used to calculate trailing or forward sums across dimensions. You can benefit from using these functions for calculating rolling sums. Details about @MOVSUMX function from the Oracle tech ref can be found here. Although the tech ref gives a lot of details, I thought it was worth sharing a practical use of this function and something worth noting regarding the time period range used in the … Read More