Oracle PBCS December 2016 release updates

Here is a quick update on Oracle PBCS December 2016 proposed updates. More details can be found on Oracle’s release control document New REST API’s You can now use REST APIs to get and set substitution variables. Access logs that list user activity You can now download a daily access log, a Comma Separated Value (CSV) file, which provides detailed information on the resources that users accessed, duration of user activity, the IP addresses from … Read More

Oracle PBCS June release updates

Per Oracle’s RCD for June 2016, the Oracle PBCS release is expected to have the following updates. Some of these updates are a huge improvement over the current version. New User Interface: A new feature that allows current customers to switch the default user interface for all end users to the improved Simplified Interface. Smart View release This release contains new features such as support for attribute calculation across planning dimensions, attribute based dynamic … Read More

Quick Tip – Encrypt Oracle PBCS password using epm automate encrypt command

Epm Automate provides an encrypt command to encrypt Oracle PBCS password used in epm automate batch files. This can be very handy when using parameters files containing Oracle PBCS passwords. The syntax of the ‘encrypt’ command is: epmautomate encrypt password key <password file> Double click on the epmautomate.bat file found in C:\Oracle\EPM Automate\bin directory to start epm automate. At the command prompt you can type in epmautomate encrypt help to see information regarding the command. … Read More

Quick Tip – Launching Financial Reporting Web Studio from Oracle PBCS

Financial Reporting Web Studio is now available on Oracle PBCS Test Instances. This will be released on Production instances 2 weeks from now. Launch the Financial Reporting Web Studio from Oracle PBCS Workspace by navigating to Tools->Launch Reporting Web Studio. Please note that per Oracle release document, currently only a Service Administrator can save new report designs using this release of the Financial Reporting Web Studio.

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

Oracle PBCS EPM Automate utility fails when password contains ‘^’ or ‘!’ special character

On a recent PBCS project, I happened to run into an issue when using EPM Automate available with PBCS version 16.01.49. My EPM Automate batch failed, returning an’ EPMAT-9: Invalid credentials’ error. The same credentials worked fine when logging in PBCS Workspace. After a few iterations playing around with passwords with special characters, I found out that EPM Automate fails when the password contains ‘^’ or ‘!’ special character. It works fine with other special … Read More

Setting up Valid Intersections in Oracle PBCS

If you have been implementing on-premise Hyperion Planning applications, you would have a missed a very good feature, that of putting in a rule to mark certain member intersections as valid combinations for data entry. Oracle has provided this feature in Oracle PBCS called as Valid Intersections. However this feature is limited to the ‘Simplified’ interface within Oracle PBCS. After valid intersections are defined, cells containing invalid data are made read-only. On a recent PBCS … Read More

Quick Tip – Login format for Financial Reporting Studio on Oracle PBCS

The login format for Financial Reporting Studio on Oracle PBCS is slightly different compared to the on-premise one. Here is the format: User Name is in identitydomain.userid format. For example, if the identity domain is usxyzcorp and user id is then the user id should be entered as If the service instance URL is, you should use the following server URL format: in FR Studio.

Using Smart Push to synchronize plan types in Oracle PBCS

Oracle PBCS offers a feature called Smart Push that allows you to push data i.e. synchronize data between plan types when a form is saved. For example, you can setup Smart Push so that data from the BSO plan type is pushed to the ASO plan type whenever a form is saved thus ensuring that the ASO reporting plan type is always consistent with the BSO plan type. Please note that by default only the … Read More

Oracle PBCS September Updates

What’s new in Oracle PBCS September Updates : Delay in deprecating Standard Interface – Oracle had previously announced that the Simplified Interface will become the standard interface starting with the November release. This transition will be delayed to allow more adoption of the simplified interface by customers Removal of Internet Explorer 9 Support – The cloud service will work with IE9. However, Oracle will not fix any Internet Explorer 9 specific issues Smartview – … Read More

Oracle PBCS Automation Using EPM Automate and File Transfer Utility EPMCopy.exe

Oracle PBCS offers two utilities for automating tasks for PBCS. EPM Automate utility is used for uploading data or metadata files to the PBCS inbox folder, loading data to PBCS and refreshing the planning database. The File Transfer Utility EPMCopy.exe is more geared towards uploading a file to data management, running data management rules etc. The following sections describe each utility in detail. This post assumes the reader is familiar with the data load requirements … Read More

New Features in Upcoming Oracle PBCS August Release v15.08

Given below are brief details of some of the new features/updates in Oracle Budgeting and Planning Cloud Service Oracle PBCS August Release v15.08 Announcements: New Financial Reporting Studio Release v You would need to uninstall the current version and then install the new release. New Version of EPM Automate Utility – This version supports password encryption and file uploads to Data Management folders. New SmartView Version Release v Support for Internet Explorer in … Read More