Key Performance Ideas is a full-service systems integrator and implementation consultancy with a focus on Oracle Hyperion applications and related technologies. Our blog is designed to help companies of all sizes derive the most value from their Oracle Hyperion Enterprise Performance Management and Business Intelligence (BI) software solutions. Search the blog and find tips and tricks and lessons learned from our experts. 

  • How to Create a Never Expire Password Using EPM Automate for Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and PBCS

    Ever have issues where EPM Automate failed due to an expired password? This blog will walk through how to create a password that never expires for a system user which then can be used in EPM Automate. Therefore, eliminating password expiration issues during EPM Automate.

    Begin by accessing the EPBCS or PBCS environment.

    Access the “Navigator” and under “Tools”, click on “Migration”.

    Download the “Artifact Snapshot” by clicking on “Snapshots” tab and select “Artifact Snapshot”. Click on “Actions” and then click on “Download”. A zip file will be downloaded to the computer.

    Unzip the downloaded “Artifact Snapshot” zip file. Click on HSS-Shared Services\resource\External Directory folder.

    Open the Users.csv file and add a system user at the end of the file, in the same format as the existing users (First Name, Last Name, Email, User Login). The system user does not have to be real users with real email addresses.

    Go to the Roles folder.

    Open the planning Service Administrator.csv file and add user to the end of the file, in the same format as the existing users (First Name, Last Name, Email, User Login). This should be the same as added in the Users.csv file.

    Zip the snapshot and use EPM Automate commands to import the snapshot using the credentials of an Identity Domain Administrator.

    Example of the EPM Automate Import script:

    • call epmautomate login
    • call epmautomate uploadfile Artifact
    • call epmautomate importsnapshot “Artifact Snapshot” userPassword=Password1 resetPassword=false
    • call epmautomate logout

    When calling the epmautomate import snapshot, indicate the userPassword for the system admin and set “false” for the resetPassword parameter. After automation is completed for the import snapshot, the system admin password will never expire, and the password can also be encrypted via EPM automate.

    Blog post by Jenny Wang of Key Performance Ideas.

  • Automating Metadata Kickouts in Data Management for Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and PBCS

    Do you manually manage kickouts every time when loading data into PBCS/EPBCS? What if you can automate kickouts to add into PBCS/EPBCS? Oracle released the feature of loading metadata using data management a while back. Using a similar approach and combined with EPM Automate, the monthly data load process will not fail due to new kickouts members. 

    First, data management needs to be setup to allow metadata integration in the target application.

    Select "Dimensions".

    Select the planning application (Prefix is optional) and click OK.

    This will generate six dimension target applications. These are Account, Entity, Scenario, Version, Custom, and Smart List.

    Below is a sample data file for loading.

    In column G, these members are the new projects in the Project dimension that will need to be added into PBCS/EPBCS. Column H is the Project Parent which specifies the parent for the new project members (Column G) and the alias (Column I). Column H is very important and needs to be added into the data file in order to handle the new project members.

    Next, create an import format for the project dimension.

    Then, create a location for the import format.

    In Data Load Rule, add a new rule for the metadata load process.

    In the Details section, click on Target Options. Input Dimension Name and Yes to Refresh Database.

    Define the mappings for each property of the Project dimension.

    Execute the data load rule. In Data Workbench, the parent, project member name, and the alias will display in the staging table. After the load completes, there should be a green checkmark next to the data load rule.

    Now, navigate to the dimension editor and select the project dimension. The project dimension should have the new project members added.

    To conclude, using this approach and combined with EPM Automate, the monthly load process will not have kickout issues. This setup will handle the new kickout members and then load the data into PBCS/EPBCS successfully.

    Blog post by Jenny Wang of Key Performance Ideas.

  • "Move and Improve"- Migrating from On Premise to Oracle EPBCS and Implementing Workforce Planning

    This company develops system-level solutions that optimize its customers’ applications. It’s market-leading products in radio frequency, high performance timing, memory interface, real-time interconnect, optical interconnect, wireless power, and smart sensors are among the company’s broad array of complete mixed-signal solutions for the communications, computing, consumer, automotive and industrial segments. The company has design, manufacturing, sales facilities and distribution partners throughout the world. They were founded in 1980 and employ approximately 1,700 employees worldwide.


    The Finance team has historically used on premise Oracle® Hyperion Planning™ for detailed revenue and P&L planning. Generating planning expenses related to personnel had been a highly manual and fragmented process typically done in Excel by a just a handful of corporate users. With business operations in over 50 legal entities around the world, getting a consistent, clear view of salary and headcount forecasts in a timely manner had been challenging. Furthermore, internal controls related to salary and bonus data limited access to only a handful of planners. The majority of planners responsible for workforce expenses did not have access to the salary and bonus information for their employees.

    The company required a workforce solution that would allow quarterly forecasting by named employee and related expenses, calculated at the GL account level and integrated into their existing planning application. Most of their users would not be given access to detailed salary and related accounts by named employees, but would still be responsible for the results in aggregate at the cost center level. The application would need to be refreshed with data for 1,700 employees on a quarterly basis using a source file requiring only very limited ETL and calculate data at the level of granularity required for management reporting.

    The company selected a Cloud based solution, Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS), for their new financial statement reporting and revenue and workforce planning system and chose Key Performance Ideas, the nation’s leading implementer of EPM Cloud solutions, as their implementation partner.

    Partnering with Key Performance Ideas, the company chose to move their on premise Revenue and Reporting Planning application to the Oracle EPBCS and enable the EPBCS Workforce Planning module. EPBCS is a planning, budgeting and forecasting solution which includes best practice, prebuilt frameworks for Financials, Workforce, Capital, and Project Planning. Based on Hyperion Planning, the EPBCS solution provides the needed sophisticated modelling and analytic capabilities the company’s users require (and are accustomed to) with the added capabilities of pre-built frameworks for rapid implementation of additional detailed models.

    Key Performance Ideas migrated the existing Planning application using “move and improve” techniques for moving from on premise to the cloud and improving their forecasting processes by implementing the Workforce Planning module within EPBCS. The company wanted to leverage the best practice prebuilt elements provided by Oracle in the Workforce Planning module, but also had several custom enhancements which Key Performance Ideas tailored to their requirements.

    Necessary customizations included replacing the process to load data to use source system-derived files instead of the pre-defined templates. Calculation logic was modified for employee bonus payments, as well as new employee expenses. These modifications were integrated into EPBCS calculations, processes, and user interface. Additionally, the resulting data was copied into the existing reporting application with a greater level of detail than natively supplied by the Workforce Planning module. Finally, the user interface was updated to shield detailed salary and bonus information from most Workforce users.
    The company also engaged Key Performance Ideas’ System Maintenance And Remote Troubleshooting (S.M.A.R.T.) team to provide managed services and administration of their EPBCS environment. The S.M.A.R.T. team of Oracle certified, US-based administrators reduces the company’s operational risk and minimizes interruptions to core organization planning and reporting exercises.

    Benefits Achieved
    The Finance team is responsible for preparing plans and forecasts for financial statements drawn from detailed models for revenue and workforce expenses. With the implementation of EPBCS, they are able accomplish all related activities in a single application. The new Workforce Planning module implementation achieves the following benefits:

    • Best practice, named headcount workforce engine provides the majority of detailed headcount calculations
    • Annual and monthly drivers are readily accessible and tailored to the company’s requirements
    • Snapshots from the HR source system are readily loadable into the application with minimal alterations
    • Detailed account reporting requirements are fulfilled outside of the underlying Workforce engine, allowing future updates from Oracle to be patched into the application with minimal disruption.
  • Oracle Analytics Cloud Integrated with EPBCS and PBCS- Watch the Webinar

    Would you like to perform real-time deep analysis and reporting of your Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) or Planning and Budgeting Cloud Service (PBCS) application without the need to export the data to your Data Warehouse or other analytical tool? Would your Finance team like to extend their reporting capabilities beyond budgets and forecasts and integrate other data sources? 

    Watch our webinar as we review how to leverage Oracle Analytics Cloud (OAC) to enable dynamic drilldowns from EPBCS and PBCS summary views into General Ledger and sub-ledger transactions and explore other advanced reporting and data visualization capabilities. 

    Our speaker, David Decker, presents a demonstration of OAC integrated with EPBCS/PBCS and showcase how organizations can improve their overall reporting of business performance. David also presents how your organization can build a case study to invest in OAC, as well as:

    • Best approaches to integration with your EPBCS and PBCS application
    • How to identify the data sources for needed reporting
    • Advanced analytics and reporting capabilities, including techniques to show data in the appropriate visualization for each decision maker in your organization

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