As an EPM Administrator or Implementation Specialist, we have all had that moment when someone comes to us and asks for the dreaded extract out of an Enterprise Performance Management (EPM) application. Depending on the system combination (Hyperion Financial Management (HFM), Planning, etc.) and the file layout specifications, this can be tricky. Layer in the concept of a Cloud application, and things have now gotten real!
In an on-premise installation of Financial Data Quality Management Enterprise Edition (FDMEE), we could use scripting within a “custom application” to build an end-to-end approach for delivering a flat-file extract for third party consumption. With the release of version 19.06, Oracle has further enhanced this concept and brought it to Cloud Data Management (CDM). The Cloud application now provides the ability to design and produce a text file for downstream consumption in Oracle Cloud products (PCMCS, EPBCS, FCCS). WHOA!
I recently busted out the functionality and this is what I have discovered: It’s crazy simple!
- Create a text file with your defined headers
- Create a target application and set your settings
3. Create an import format
- Create a Location & DLR
- Create the desired Maps
- Run the Data Load Rule
It is that simple! CDM produces a file that looks similar to this:
It can PIVOT!?
As crazy as it sounds, it can even pivot the data! I find this extremely helpful as it is a common request to have twelve months of data in column format. CDM leverages the PIVOT command of the database for this process and creates the pivot file with ease and efficiency.
What does it do behind the scenes?
Behind the scenes, CDM appears to run a standard import and validation of the data, but it leverages a different set of workflow instructions. The process does not consider unmapped items which are left as blank fields in the output.
It also does not permanently store any data in the CDM repository unless you want it to. The documentation can be easily misinterpreted because you will see “fish,” but no data is stored (more on this later). A quick review of the process details log shows that all the work is done in the “tDataSeg_T” table. This is the “temporary working” table of Data Management, and it is cleared after/before each new run for optimal performance. Since the data is never moved out of this table, it is never retained. Even the export process that produces the output file pulls from the temporary table.
A review of the Documentation shows that there are 3 main supported types for processing:
- Simple (the option selected here) – Does all the work in tDataSeg_T and does not retain any data or archive maps. Although, be warned, it does retain the process details and “fish” status which can look a bit strange.
- Full No Archive – Data is retained in tDataSeg only after the import step. Data is deleted after the export.
- Full – All data is retained. Full process flows are supported (check rules, drill down, etc.).
That’s great, but my file is stuck in the Cloud!
Not really…let’s think this through in a workflow process. When using Cloud applications, we might have an automation wrapper or a larger workflow process. If not, we are using the general user interface (GUI), and we can access the file in two ways:
- Data File Explorer
- Process Details -> Download File option
If we are using a more automated approach, we just need to include additional steps to:
- Monitor the data load rule for completion
- Verify the status of that completion (do not proceed forward if it failed; do something different)
- Confirm that the file was created
- Download the file that was created
- Continue the automated routine
It is simple to produce a file using Data Management in the EPM Cloud products. This is a welcomed change that further enhances the product lines by delivering on client needs. This allows us to build a simplified Cloud solution that was previously only on-premise.
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