Unable to load Dates to EPBCS application using Oracle EPM Cloud Data Management

Issue Description 

There might be a scenario where you are trying to load Dates into EPBCS application and you end up with dates not getting loaded, and for the dates column you get a Blank value.

But in Data load workbench it shows that the data is loaded successfully.

The Import and Export process also shows success.

Root Cause

The Format for the column which holds the Date information is not correct.

Solution

Data management supports loading date in two formats

MM-DD-YYYY     &      DD-MM-YYYY

Based on the date format set in your EPBCS application the date format can be selected

Most preferably MM-DD-YYYY

So while designing the source file which is a CSV file, ensure you select the entire Date column

Right Click > Format Cells > Select Custom > and in the TYPE: section enter MM-DD-YYYY  or DD-MM-YYYY based on what is defined in your application.

Note: 

Ensure the value entered in the Type section should be in CAPS, Data management will not throw an error if you use Lower case, but the Date information wont get loaded to the EPBCS application.

EPM Cloud Data management / FDMEE / Troubleshooting steps

 

Required Roles for Loading Data

If you have an issue with loading data to Oracle Enterprise Performance Management Cloud using Data Integration, Data Management, EPM Automate or REST APIs, make sure that the user loading the data has one of the following roles:

• Service Administrator predefined role
• Power User predefined role and Run Integration application role

How to trace issues  using ERROR log

• The process details log in data management is the key log to trace any issues
• Ensure the Log level is set to 5 under System Settings tab > select Profile type to ALL
• Open the process details log in Notepad / Notepad++
• Find (Ctrl+F) for the key word "error"

How to determine the load status from DATA LOAD  WORKBENCH

In the Workflow tab > Data load workbench > there are four icons (fish icon) > Import , Validate , Export , Check

If the Import fish is grey, then the import step is failed the source system level 

• Ensure the source system connection is setup correctly 
• Ensure the file name is defined correctly in the data load rule 
• Ensure the data is available in the source combination in which it is extracting 
• Ensure the source filters are defined properly 

If the Import fish is Orange and Validate fish is Grey

• Go the Data load workbench > click on Validation errors 
• You will find the details of the missing mapping members 
• Ensure the mappings are defined correctly for those members and re-run the validate step

If the Import fish is Green, Validate fish is Green but the Export fish is Grey

• Ensure the connection is available and the properties of the target system is defined properly for the target system
• In the error log you will find an error code "Error: 3303", "Error: 3335" - it describes that the member is not available in the target 
• In those scenarios we need to manually create the members in the target system if it valid

Known error codes and solution

3303 Member not found in database.

3304 Insufficient access to store data.

3333 Bad data value supplied.

3335 Record rejected because of duplicate member names.

3336 Member/Data unknown.

3337 Record rejected because of dimension conflicts with Header Name

Oracle Cloud EPM : How to Export and Import Period mapping in Data management / Data exchange

NEW FEATURE

As we all know that using epm cloud data management we cannot export and import the period mapping, we need to manually add the periods in the Global mapping by referencing the prior period key and the period key and then define the application and source mapping accordingly.

But now the "DATA EXCHANGE" feature in Oracle EPM Cloud FCCS / PBCS / EPBCS has an option to add periods using excel. 

We can export the current mapping and then we can add our required mapping and then import the file back to data exchange which in turn gets updated to the Global mapping in data management.

STEPS

Go to Navigate > Data exchange 

Click on Actions > Period Mapping 

    Here you can import, export, delete period mappings 

Oracle EPM Cloud Data Management : How to define a Sub-String in Import format

 Requirement

        From a source dimension (Ex. Cost center), during the import to data load workbench, we need only the values starting from 5th position, and 6 characters from that. Rest all we need to ignore during import.

Example : CCWER500047TY - this is a cost center member
                    I need only 500047 to be imported to data load workbench

Solution

    In the import format use the expression shown below 

                        substr(UD2, 5, 6)

Oracle EPM Cloud - Data Management : How to use special characters, Prefix/Suffix, replace characters using Multi-Dimensional mapping

Source

Map only specific entities (IND, EUR, JAP)

Cost center* dimension begins with (03****) 

Target

Map to target Cost center dimension - 

1. Add a prefix CC 
2. Members begins with 03**** in source should map to 04**** in target

Example

Source 

Entity : IND, EUR, JAP 

Cost Center : 03MCHJ, 03JIUY, 03KIJY

Target

Cost Center : CC04MCHJ, CC04JIUY, CC04KIJY

SOLUTION

In the Target value define     #FORMAT("CC04##????")

How to restrict users from viewing load files from other locations in FDMEE

Create two locations in the names (example) "ForlocationA" and "ForlocationB"
Created two new users "USER A" and "USER B"
In Data Management enable "Location security" under Setup > Security settings
Click on "Maintain User groups" with prefix A and suffix K (anything)

Now new groups "A_ForlocationA_K" and A_ForlocationB_K" will be created

Assign those two groups with either Create Integration, Run Integration or any Intermediate roles.

Then in Shared services, assign USER A as a member of Group "A_ForlocationA_K"
Then in Shared services, assign user B as a member of Group "A_ForlocationB_K"

Then grant both the users USERA and USERB with the roles Create Integration, Run Integration roles

Then login to the workspace with userA - navigate to select Inbox and you will be able to see the folder ForlocationA alone
Then login in to the workspace with userB - navigate to select Inbox and you will be able to see the folder ForlocationB alone

You will not be able to see other locations created by other users when that respective user is logged in,

How to overcome Blank page issue during Drill-through via Smartview in EPM Cloud

In EPM Cloud, (PBCS,EPBCS) users might face an issue while doing a drill-through to data management or drill-through to source values.
Users might get a Blank page during the process.

The Smart View extension (add-in) for the browser would have not been installed.

To install the add-ins, refer the steps below

Chrome: 

Download the Smart View for Office extension from the Chrome web store.

Firefox:

Information about the Firefox add-in -
https://docs.oracle.com/applications/smartview/720/SVNST/firefox_extension_100x0867c8ee.htm#SVNST-GUID-DA412821-E7CD-40E4-9CA0-9739D8CAC0D8

For, IE11 - The following settings changes have to be completed -


Go to Tools > Internet Options > General > Tabs

Choose Open links from other programs : The current tab or window

New and missing features in Cloud Data Management in comparison to FDMEE on-premise

New and missing features in Cloud Data Management in comparison to FDMEE on-premise

Significance of Data Management in Cloud

Significance of Data Management in Cloud 

Cloud Data Management is intended to allow an organization to adopt a pure Cloud solution for Oracle EPM deployments.

• Cloud Data Management is a module within the Oracle EPM Cloud Services.
• It is built using the same code line as on-premises FDMEE.
• Cloud Data Management can integrate flat files.
• It includes all the on-premises FDMEE transformation capabilities including SQL mapping which can accommodate complex transformations.
• It includes the prebuilt logic to natively load data to each of the Oracle EPM Cloud
• Service offerings.
• Cloud Data Management can integrate with other Oracle Cloud Service offerings
• including the ability to source data from and load data back to Fusion G/L Cloud.
• As well, it can source data from other Oracle EPM Cloud Services.

Error "IndexError: index out of range: 1" while executing a batch process in FDMEE

Error "IndexError: index out of range: 1" while executing a batch process in FDMEE

Three major aspects of this issue are:

1. Insufficient Batch timeout value defined in the System settings / Application settings in the FDMEE application
2. Stuck thread timeout setting needs to be increased in the ErpIntegrator0 managed server (weblogic)
3. Increase the Connection Pool - Maximum Capacity range for EPM in the weblogic console

1. To increase the batch timeout setting in the FDMEE application

• Navigate to Data Management from EPM workspace
• From the Setup tab, and then under Configure, select System Settings
• In System Settings, from Profile Type, select Other
• Define a timeout value for the “Batch timeout in minutes”

            Note : In this the maximum batch timeout value can be 30000
2. To increase the Stuck Thread timeout setting in the ErpIntegrator0 managed server in weblogic

• Navigate to weblogic admin console
• Under domain structure, expand Environment and choose servers
• Choose ErpIntegrator0 from the servers list
• Under configuration, choose tuning
• Choose Lock & Edit to modify the setting value
• Increase the Stuck Thread Max time value, set the value to 9600
• Note : The value is in seconds. By default it will be 600 seconds
• Choose activate configuration so that the settings take effect
• Restart the FDMEE services.

3. To increase the Connection Pool - Maximum Capacity range for EPM in the weblogic console

• Navigate to weblogic admin console
• Under domain structure, expand Services and choose Data Sources
• Click on the 'Connection Pool' tab
• Click the 'Lock and Edit' button in the left pane
• Increase the ‘Maximum Capacity’ value from 30 to 300
• Click the 'Activate Changes' button in the left pane
• Restart the FDMEE services