Use PowerShell to split large files by month/year for data loads into FDMEE on PBCS

If you are using PBCS, you may run into some challenges with large files being passed through FDMEE.  Whether performance is an issue or you just want to parse a file my month/year, this script might save you some time.

The Challenge

I recently had the need to break apart a file.  The source provided one large text file that included 2 years of data that was needed to populate the history of an employee metrics application.  The current process loaded files by month and we wanted to be able to piggy back off the existing scripts to load and process data in FDMEE and the monthly Planning data pushes to the ASO reporting cube.  So, the need break the data file into seperate files by month and year was required.  The file was delimited and formatted like the following.

Entity,Year,Scenario,Period,Account,Date,Employee,Pay Code,JobNumber,Data
BU1005,FY15,Actual,Feb,Pay Amount,02/02/2015,V1398950,P105,,108.10
BU1005,FY15,Actual,Feb,Pay Amount,02/03/2015,V1398950,P105,,108.92

The goal was to have a file for every unique month and year combination that included only the lines of the relevant time periods.  The header of the file also had to exist in each of the smaller files.  Since we were working on a Windows machine, we used PowerShell to script the solution.

Powershell Script Directions

The script is pretty simple to use and understand.  Update the script as follows.

  1. Create a new text file with a ps1 extension and paste the following into that file.
  2. Update the srcFile variable to point to the file to be parsed.
  3. Update the startYear to the first year in the file to be extracted.
  4. Update the currentYear variable to the last year in the file to be extracted.
  5. Update the ProcessName to a meaningful word or phrase that will be used to create the file name.
  6. Save the file and execute it like any other PowerShell script.

This will produce 12 files for each year with the header line and the data related to the month and year that represents the year and month in the file name.

Disclaimer

I welcome feedback on improving performance and will give credit to anybody that can improve on this.  I am NOT an expert in PowerShell and I am sure there are faster ways to accomplish this.  This created 12 files (1 year / 12 months) from a file that includes 7.8 million records and completed in 24 minutes.  So, this is pretty reasonable for one-off requests, but might need attention if it was a repeatable need.

This was developed using PowerShell 5 and some functions do not work in earlier adoptions of the software.

Powershell Script

#######################################################################
# Set the file to parse
# 
# Set the start year and end year
# 
# Change the counter if you want the files produced to start at
# something other than 1
#######################################################################
# Write a status to the screen to monitor progress
write-host "Processing started at $($(Get-Date).ToShortTimeString())"

# Update to point to the source file
$srcFile = "C:\Oracle\GCA\Data\Files\2015 Time Data\Time_DataPayAmount2015.csv" 

# Set to the first year you want to process
$startYear = 2015 
# Set to the last year you want to process
$currentYear = 2016 

# Used in the naming, is the starting number in name and increments by 1
$counter = 1 

# Get the first line (the header line) of the file 
$Header =  Get-Content $srcFile -First 1 

# Set the process name used in the file name 
$ProcessName = "Test Process" 

# Loop through each year in the range 
ForEach ($Years in $startYear..$currentYear )
 {
   # Loop through each month of the year
   ForEach ($months in 1..12 )
   {
     # Get the 3 month abbreviation of the month being processed
     $ShortMonth = (Get-Culture).DateTimeFormat.GetAbbreviatedMonthName($months)

     # Format year to FYxx (This is typically required on a Planning application)
     $FormattedYear = "FY" + 
     $Years.ToString().substring($Years.ToString().length - 2, 2)

     # Set the file name to a number starting with 1, the Month, and the year
     # Example: 01_ProcessName_Jan_2015.txt
     $FileOut = "{0:00}" -f $counter++ + "_" + $ProcessName + "_" + 
     $ShortMonth + "_" + $Years + '.txt'

     # Write out the header to the newly created file file
     $Header | out-file -filepath $FileOut -Encoding utf8  

     # Write out all the lines that match the month and year. The pattern 
     # includes a ".*" which is the equivalent of an AND conjunction, so 
     # the line has to include the processing year AND processing month 
     # for it to be included.
     select-string $srcFile -pattern "${FormattedYear}.*($($ShortMonth))" | 
     foreach {$_.Line} | out-file -filepath $FileOut -Encoding utf8 -Append

     # Write a status to the screen - this is not required but provides a level
     # of the current progress by communicating the Month/Year completed and the
     # time it completed  
     write-host $fileout "Completed at $($(Get-Date).ToShortTimeString())"
   }
 }

Conclusion

Hopefully this will benefit the community.  As I create more scripts like this, I plan to share them.




Free Slide on The Benefits of PBCS

I have been using PBCS for over a year now.  As much as it surprises me, I am a fan.  From my experience, I have seen good performance, above average stability, above average accessibility, and I enjoy the cutting edge functionality that is lacking with on-premise implementations.  I created some info-graphics for presentations and thought I would share with the community.  As always, if you would like to contract me for design work, I am always excited to take on interesting and challenging work.  If you would like to donate, click the link to the right.

#gallery-1 { margin: auto; } #gallery-1 .gallery-item { float: left; margin-top: 10px; text-align: center; width: 50%; } #gallery-1 img { border: 2px solid #cfcfcf; } #gallery-1 .gallery-caption { margin-left: 0; } /* see gallery_shortcode() in wp-includes/media.php */

Please remember that I put a lot of work into these works, so please do not alter or use without consent.

 

 

 




PBCS Pro Tip: Manage Multiple Test Accounts with One Gmail Address

Working with Jake Turrell always benefits me in many ways.  Jake found a fantastic way to minimize the effort it takes to create test accounts for testing and training Planning users.  You no longer have to create new multiple accounts.

“During the testing phase of most Planning implementations, developers need to create test user accounts.  I typically create at least one test user for each security group so I can verify that the correct access has been assigned.  With an on-premises Hyperion Planning implementation, this is easy – simply create user ID’s in the Shared Services native directory.  With PBCS, creating bulk test ID’s can be difficult, as each user ID requires a unique e-mail address.  If you need 50 test users, should you create 50 fake/temporary e-mail accounts?  Luckily the answer is no.”

Check out how here.

About Jake

Jake Turrell is a Hyperion Architect and Oracle Ace Associate with over 20 years of experience implementing Enterprise Performance Management solutions. Jake’s technology career began in the early 90’s as a Financial Systems intern at Dell in Austin, Texas, administering IMRS Micro Control (the DOS-based predecessor to Hyperion Enterprise). After working at Dell, Jake joined Ernst & Young’s Management Consulting practice where he worked with a variety of technologies. He later returned to the Hyperion world and joined a boutique Hyperion consulting firm in Dallas, Texas.
Jake has spent the last 17 years implementing Hyperion Planning and Essbase solutions for a variety of clients across multiple industries. Certified in both Hyperion Planning and Essbase, Jake holds a BBA from the University of Texas at Austin.




Check Out Jake Turrell at Kscope16

Jake TurrellKscope wouldn’t be the same without checking out Jake – one of the best.  The amount of time and effort he puts into his presentations is crazy and it shows.  If you want to learn something new, below is schedule.  If you get a picture of him in his formal wear (you will know what I mean if you see it), please post a picture in a comment and tweet me…PLEASE!

Presentations

Introduction to the Hyperion Planning REST API
Monday, Jun 27, 2016, Session 6, 4:30 pm – 5:30 pm

Introduction to Essbase Hybrid Aggregation Mode
Tuesday, Jun 28, 2016, Session 12, 4:45 pm – 5:45 pm

Hands-on-Lab

Introduction to Essbase Hybrid Aggregation Mode
Wednesday, June 29, 4:30 – 5:30 PM

I can’t go this year because, oddly, Jake can’t work on our project.  So, you all enjoy – hope to see you all next year.

 

Follow Jake




PBCS Architecture

For those of you that know me, I have a little graphic designer in me.  I frequently develop things that may be useful to others in the industry and like to share.  Below are 2 images that you may use with the understanding that the logo has to remain and can’t be re-branded.  If you would like to have this customized and your logo added, contact me and we can discuss the options.

PBCS Architecture

I was asked to summarize the PBCS Architecture.  Since this isn’t proprietary, here you go.

PBCS Architecture

 

Pizza As A Service

I won’t take credit for this concept.  You can find this all over the internet.  I was a little bored and wanted to present the concept to a client so I decided to recreate it a little more professionally.  This compares software as a service (SASS) to pizza.  Hope you can benefit from it and maybe get a few laughs.

Pizza As A Service




PBCS Release 16.06 Overview

PBCS is about to release a major upgrade (1 of 2 every year scheduled). Oracle released a 29 page document laying out everything that should be expected. Want the abbreviated version?

 

  • Want your users to see the simplified user interface? You will be able to make it the default.
  • Welcome to EPBCS. This enhanced version will include modules for Financials, Workforce, Projects, and Capital.
  • Users can now create dashboards that include editable forms and ad hoc grids, and include new chart types.
  • Forms, task lists, and reports can be viewed in either list view or hierarchical view.
  • You can now use an attribute dimension as a dimension, as a filter in forms and reports, and within ad hoc grids. Using attribute dimensions enables administrators and end users to perform tasks such as:
    1. Filtering data using attribute members, such as by products with a certain color
    2. Performing cross-dimensional rollups across attribute members
    3. Reporting and analysis with attribute dimension members using Smart View, or financial reports
    4. Using attribute dimensions in dynamic user variables 
Attribute dimensions are optional and are listed separately on the Layout tab of the Form Designer. Drag the Attribute dimension to a Point of View or to a row or column to add it to the form grid.
  • Administrators can create aliases for artifacts similar to alias tables where things like forms can be viewed in native languages.
  • For new applications, administrators can optionally choose a simplified multicurrency option during application creation. Using simplified currency avoids the use of the Hsp_Rates dimension and adds a Currency dimension with exchange rates stored in the Account dimension
  • You can now create smart lists based on dimension hierarchies. This dynamically updates smart list values based on member updates.
  • Form grid display can be tied to the start and end period for the respective scenarios on display
  • A new action menu in the console allows customers to clear specific areas within both input and reporting cubes
  • Users can now drill on shared members to get to the children of the base member.
  • Form designers can now prevent the form save confirmation message from being displayed to users by specifying an option in form design.
  • The usability and readability of forms is increased with duplicate aliases. Aliases can now contain the same name within an alias table and across alias tables.
  • Import Metadata functionality is extended to Microsoft Word.
  • You can now quickly add attribute dimensions to an ad hoc grid at any time during the ad hoc session.
  • In the Planning Admin Extension, you can now work with attribute dimensions and the Time Period dimension. Just as with regular dimensions, you can use the Planning Admin Extension in the Smart View application to quickly import and edit attribute and time dimension application metadata.
  • System Templates are now displayed under New Objects.
  • You can now add a warning or an error to a step using validation conditions. Errors prevent the next step. Warnings allow the next step after you click OK on the warning message. You can use a design- time prompt or function on the validation condition. This allows you to use functions on design-time prompts without having to create non-promptable design-time prompts.
  • When you are debugging business rules, a Condition Builder is now available to help you build conditions.
  • You can use the Member Selector dialog box to create MDX syntax and validation before running a partial clear.
  • The following new design-time prompt types are available:
    1. Percent
    2. Integer
    3. StringAsNumber
    4. DateAsNumber
    5. Smart List
    6. UDA

New Design-Time Prompt Functions

  • @AVAILDIMCOUNT – Returns the number of available dimensions.
  • @DEPENDENCY – “Inclusive” returns member(s) from Input 1 for which Input 2 has member(s) specified from the same dimensions. “Exclusive” returns members from Input 1 for which Input 2 has no specified members in the same dimensions.
  • @DIMATTRIBUTE – Returns the attribute name if the specified attribute is associated with a dimension.
  • @DIMNAME – Returns the name of a dimension if it is valid for the database.
  • @DIMUDA – Returns the UDA name if the specified UDA is valid for the dimension.
  • @EVALUATE – Returns the result of an expression.
  • @FINDFIRST – Finds the first substring of a string that matches the given regular expression.
  • @FINDLAST – Finds the last substring of a string that matches the given regular expression.
  • @GETDATA – Returns the value of the slice.
  • @INTEGER – Returns an integer.
  • @ISDATAMISSING – Returns true if the value of the slice is missing.
  • @ISANDBOXED – Determines if the current application is sandboxed.
  • @ISVARIABLE – Determines if the argument is a variable.
  • @MATCHES – Returns “true” if the first substring of a string matches the given regular expression.
  • @MEMBERGENERATION – Returns the generation number of a member.
  • @MEMBERLEVEL – Returns the level number of a member.
  • @MSGFORMAT – Takes a set of objects, formats them, and then inserts the formatted strings into the pattern at the appropriate places.
  • @OPENDIMCOUNT – Returns the number of dimensions for which a member was not specified.
  • @VALUEDIMCOUNT – Returns the number of dimensions for which a member was specified.
  • @TOMDX – Returns an MDX expression.

New Design Time Prompt Types

  1. Percent
  2. Integer
  3. StringAsNumber
  4. DateAsNumber
  5. Smart List
  6. UDA

New Custom Defined Functions

  • @CalcMgrBitAnd – Performs a bitwise AND operation, which compares each bit of the first operand to the corresponding bit of the second operand. If both bits are 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.
  • @CalcMgrBitOR – Performs a bitwise OR operation, which compares each bit of the first operand to the corresponding bit of the second operand. If either bit is 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.
  • @CalcMgrBitExOR – Performs an exclusive bitwise OR operation, which compares each bit of the first operand to the corresponding bit of the second operand. If either bit is 1, the corresponding result bit is set to 1; otherwise, the corresponding result bit is set to 0.
  • @CalcMgrBitExBoolOR – Performs an exclusive boolean bitwise OR operation.
  • @CalcMgrBitCompliment – Performs a unary bitwise complement, which reverses each bit.
  • @CalcMgrBitShiftLeft – Performs a signed left shift.
  • @CalcMgrBitShiftRight – Performs a signed right shift.
  • @CalcMgrBitUnsignedShiftRight – Performs an unsigned right shift.
  • @CalcMgrCounterClearAll – Removes all keys and values from the counter
  • @CalcMgrCounterClearKey – Removes the value from the counter associated with the key
  • @CalcMgrCounterDecrement – Decrements the value in the counter based on the key. If the key is not found, a value of zero is set for the key
  • @CalcMgrCounterDecrementKey – Decrements the value in the counter based on the key. If the key is not found, a value of zero is set for the key
  • @CalcMgrCounterGetKeyNumber – Returns the text found in the counter based on the key. If the key is not found, missing value is returned.
  • @CalcMgrCounterGetKeyText – Returns the text found in the counter based on the key. If the key is not found, missing value is returned.
  • @CalcMgrCounterGetNumber – Returns the number from the counter specified by the key. If the key is not found or the value is not a number, missing value is returned.
  • @CalcMgrCounterGetText – Returns the text found in the counter based on the key. If the key is not found, missing value is returned.
  • @CalcMgrCounterIncrement – Increment the value in the counter specified by the key
  • @CalcMgrCounterIncrementKey – Increments the value in the counter based on the key. If the key is not found, a value of zero is set for the key.
  • @CalcMgrExcelToDate – Converts an Excel date to YYYYMMDD format.
  • @CalcMgrExcelToDateTime – Converts an Excel date to YYYYMMDDHHMMSS format.
  • @CalcMgrGetStringFormattedDateTime – Converts the date defined by format to date in the YYYYMMddHHmmss format.
  • @CalcMgrDateToExcel – Converts a date in YYYYMMDD format to an Excel date
  • @CalcMgrDateTimeToExcel – Converts a date in YYYYMMDDHHMMSS format to an Excel date
  • @CalcMgrRollDay – Roll the day up or down to the date which is in the YYYYMMDD format
  • @CalcMgrRollDate – Adds or subtracts (up or down) a single unit of time on the given date field without changing larger fields.
  • Possible values of date_part are: day, month, week and year.
  • @CalcMgrRollMonth – Roll the month up or down to the date which is in the YYYYMMDD format.
  • @CalcMgrRollYear – Roll the year up or down to the date which is in the YYYYMMDD format.
  • @CalcMgrExcelACCRINT – Returns the accrued interest for a security that pays periodic interest
  • @CalcMgrExcelACCRINTM – Returns the accrued interest for a security that pays interest at maturity
  • @CalcMgrExcelAMORDEGRC – Returns the depreciation for each accounting period by using a depreciation coefficient
  • @CalcMgrExcelAMORLINC – Returns the depreciation for each accounting period
  • @CalcMgrExcelCOUPDAYBS – Returns the number of days from the beginning of the coupon period to the settlement date
@CalcMgrExcelCOUPDAYS – Returns the number of days in the coupon period that contains the settlement date
  • @CalcMgrExcelCOUPDAYSNC – Returns the number of days from the settlement date to the next coupon date
  • @CalcMgrExcelCOUPNCD – Returns a number that represents the next coupon date after the settlement date
  • @CalcMgrExcelCOUPNUM – Returns the number of coupons payable between the settlement date and maturity date, rounded up to the nearest whole coupon
  • @CalcMgrExcelCOUPPCD – Returns a number that represents the previous coupon date before the settlement date
  • @CalcMgrExcelCUMIPMT – Returns the cumulative interest paid on a loan between start_period and end_period
@CalcMgrExcelCUMPRINC – Returns the cumulative principal paid on a loan between the start period and the end period
  • @CalcMgrExcelDB – Returns the depreciation of an asset for a specified period using the fixed-declining balance method
  • @CalcMgrExcelDDB – Returns the depreciation of an asset for a specified period using the double- declining balance method or some other method you specify
  • @CalcMgrExcelDISC – Returns the discount rate for a security
  • @CalcMgrExcelDOLLARDE – Converts a dollar price expressed as an integer part and a fraction part, such as 1.02, into a dollar price expressed as a decimal number. Fractional dollar numbers are sometimes used for security prices.
  • @CalcMgrExcelDOLLARFR – Converts a dollar price, expressed as a decimal number, into a dollar price, expressed as a fraction
@CalcMgrExcelDURATION – Returns the annual duration of a security with periodic interest payments
  • @CalcMgrExcelEFFECT – Returns the effective annual interest rate
  • @CalcMgrExcelFV – Returns the future value of an investment
  • @CalcMgrExcelFVSCHEDULE – Returns the future value of an initial principal after applying a series of compound interest rates
  • @CalcMgrExcelINTRATE – Returns the interest rate for a fully invested security @CalcMgrExcelIPMT – Returns the interest payment for a given period for an investment based on periodic, constant payments and a constant interest rate
  • @CalcMgrExcelIRR – Returns the internal rate of return for a series of cash flows
  • @CalcMgrExcelISPMT – Calculates the interest paid during a specific period of an investment
  • @CalcMgrExcelMDURATION – Returns the Macauley modified duration for a security with an assumed par value of $100
  • @CalcMgrExcelMIRR – Returns the internal rate of return where positive and negative cash flows are financed at different rates
  • @CalcMgrExcelNOMINAL – Returns the annual nominal interest rate
  • @CalcMgrExcelNPER – Returns the number of periods for an investment
  • @CalcMgrExcelNPV – Returns the net present value of an investment based on a series of periodic cash flows and a discount rate
  • @CalcMgrExcelPMT – Returns the periodic payment for an annuity
  • @CalcMgrExcelPPMT – Returns the payment on the principal for a given period for an investment based on periodic, constant payments and a constant interest rate
  • @CalcMgrExcelPRICE – Returns the price per $100 face value of a security that pays periodic interest
  • @CalcMgrExcelPRICEDISC – Returns the price per $100 face value of a discounted security
  • @CalcMgrExcelPRICEMAT – Returns the price per $100 face value of a security that pays interest at maturity
  • @CalcMgrExcelPV – Returns the present value of an investment
@CalcMgrExcelRATE – Returns the interest rate per period of an annuity
  • @CalcMgrExcelRECEIVED – Returns the amount received at maturity for a fully invested security
  • @CalcMgrExcelSLN – Returns the straight-line depreciation of an asset for one period
  • @CalcMgrExcelSYD – Returns the sum-of-years’ digits depreciation of an asset for a specified period
  • @CalcMgrExcelTBILLEQ – Returns the bond-equivalent yield for a Treasury bill
  • @CalcMgrExcelTBILLPRICE – Returns the price per $100 face value for a Treasury bill
  • @CalcMgrExcelTBILLYIELD – Returns the yield for a Treasury bill
  • @CalcMgrExcelXIRR – Returns the internal rate of return for a schedule of cash flows that is not necessarily periodic
  • @CalcMgrExcelXNPV – Returns the net present value for a schedule of cash flows that is not necessarily periodic
  • @CalcMgrExcelYIELD – Returns the yield on a security that pays periodic interest
  • @CalcMgrExcelYIELDDISC – Returns the annual yield for a discounted security; for example, a Treasury bill
  • @CalcMgrExcelYIELDMAT – Returns the annual yield of a security that pays interest at maturity
  • @CalcMgrExcelCEILING – Rounds a number up (away from zero) to the nearest integer or to the nearest multiple of significance
  • @CalcMgrExcelCOMBIN – Returns the number of combinations for a given number of objects
  • @CalcMgrExcelEVEN – Rounds a number up to the nearest even integer
  • @CalcMgrExcelFACT – Returns the factorial of a number
  • @CalcMgrExcelFACTDOUBLE – Returns the double factorial of a number
  • @CalcMgrExcelFLOOR – Rounds a number down, toward zero
  • @CalcMgrExcelGCD – Returns the greatest common divisor
  • @CalcMgrExcelLCM – Returns the least common multiple
  • @CalcMgrExcelMROUND – Rounds a number to a specified number of digits
  • @CalcMgrExcelMULTINOMIAL – Returns the multi-nominal of a set of numbers
  • @CalcMgrExcelODD – Rounds a number up to the nearest odd integer
  • @CalcMgrExcelPOWER – Returns the result of a number raised to a power
  • @CalcMgrExcelPRODUCT – Multiplies its arguments
  • @CalcMgrExcelROUNDDOWN – Rounds a number down, towards zero
  • @CalcMgrExcelROUNDUP – Rounds a number up, away from zero
  • @CalcMgrExcelSQRT – Returns a positive square root
  • @CalcMgrExcelSQRTPI – Returns the square root of (number * pi)
  • @CalcMgrExcelSUMSQ – Returns the sum of the squares of the arguments
  • @CalcMgrExcelSUMPRODUCT – Returns the sum of the products of corresponding array components
  • @CalcMgrExcelAVEDEV – Returns the average of the absolute deviations of data points from their mean
  • @CalcMgrExcelDEVSQ – Returns the sum of squares of deviations
  • @CalcMgrExcelLARGE – Returns the nth highest number
  • @CalcMgrExcelMEDIAN – Returns the median of the given numbers
  • @CalcMgrExcelSMALL – Returns the nth smallest number
  • @CalcMgrExcelSTDEV- Estimates standard deviation based on a sample
  • @CalcMgrExcelVAR – Estimates variance based on a sample
  • @CalcMgrExcelVARP – Estimates variance based on the entire population
  • @CalcMgrFindFirst – Find the first substring of this string that matches the given regular expression.
  • @CalcMgrFindLast – Find the last substring of this string that matches the given regular expression.
  • @CalcMgrMatches – Returns true, if the first substring of this string that matches the given regular expression. For regular expression, see ”java.util.regex.Pattern” in the Java docs.
  • @CalcMgrMessageFormat – Creates a string with the given pattern and uses it to format the given arguments.
  • @CalcMgrStartsWith – Tests if this string starts with the specified prefix.

Security

  • While the overall access rights granted to a user are controlled by the assigned identity domain role, Service Administrators can use the Access Control feature from the Console to assign additional application-level access by provisioning users and Native Directory groups with application-specific roles. For instance, a Planner in the service can now be assigned the Approvals Administrator role to enable the user to perform approvals-related activities.



One at a time, please

Introduction

One of the problems with giving users of Hyperion Planning the ability to run calculations is opening up the possibility for all of them to run the same calculation at the same time.  This can cause a range of issues, from slower performance, to calculations never finishing due to locked blocks, to crashing the server.

Prior to Planning, I created VB applications to monitor what was calculated to make sure multiple calculations were not executed at the same time.  Initiating a calculation through a web portal allowed us to notify the user that the calculation request was ignored because a calculation was already running.

Both Essbase and Planning have come a long way since the 90s.  With the introduction of the @RETURN function, developers can interact with users and create a break in a calculation (business rule) so it doesn’t proceed.  The message is still reactive, but with some creativity, there are some really awesome things you can achieve.  Controlling what calculations are executed simultaneously is one of those things.

The Goal

Assume an application has a global consolidation calculation that is required to be executed for reporting requirements.  Since the administrators don’t want to be bothered at all hours of day and night, they want to enable the users to run the calculation and ensure it isn’t run more than one time during the calculation window.

This assumes the 6 required dimensions in Planning, plus a Department dimension.

The Method

 

Make a predefined placeholder where an indicator can be saved – a 1 or a 2.  When the calculation is executed, the value will be set to a 1.  When the calculation is finished, the value will be set to 2.  When the calculation is initiated, it will check that value.  If it is a 2, the calculation will execute.  If it is a 1, it assumes a calculations is already running so it will abort and notify the users.  This ensures that the calculation will never run twice at the same time.

Note:  I prefer the use of 1 and 2 over 0 and 1.  Many times a process is implemented to eliminate zeros and restructure the application periodically.  Not using a zero can eliminate errors in some situations.

Example

FIX("No Entity","No_Dept","No Account","Budget","FY15","BegBalance")    SET CREATEBLOCKONEQ ON;    "Working"(      /* Check to see if a calculation is running         If the flat is a 1, return a message and stop the calculation         If the flag is a 2, continue */      IF("Working" == 1)        @RETURN ("This calculation is already running.  Please come back at a
                       later time and try again.", ERROR);      ELSE        "Working" = 1;      ENDIF)    SET CREATEBLOCKONEQ OFF;  ENDFIX     /* Aggregate the database */  FIX("Working","Budget","FY15")    AGG("Entity","Department");  ENDFIX     /* Set the flag back to 2 */  FIX("No Entity","No_Dept","No Account","Budget","FY15","BegBalance")    "Working" = 2;   ENDFIX

Summary

This method could be used in a variety of situations, not just a global calculation.  If this inspires you to use the @RETURN in other ways, please share them with the In2Hyperion and we can make your solution available to everybody.

 

 

 

 

 




Recommended Settings for Oracle Hyperion Products

Problem

Oracle has recommended settings for Internet Explorer (IE7, IE8, IE9, IE10 and IE11) when using Hyperion products.  I get this question a lot from my clients, so I thought I would share Oracles suggested settings.  Without changing these, there will be intermittent problems, and frustration points.

Solution

Configure browser to check for new version every time user visits a page

  • Open Internet Explorer
  • Go to Tools > Internet options > General
  • In “Browsing history” section click on “Settings” button and then select “Every time I visit the webpage” option
  • Click OK, then Apply.

Disable default pop-up blocking

  • Open Internet Explorer
  • Go to Tools > Internet options > Privacy tab
  • Uncheck “Turn on Pop-up Blocker”

Add Workspace URL to trusted sites

  • Open Internet Explorer
  • Go to Tools > Internet options > Security tab
  • Select “Trusted sites” from “Select a zone to view or change security settings” window, then click on “Sites” button.
  • Type your workspace URL in form http://workspaceserver:portnumber in “Add this website to the zone”
  • Uncheck “Require server verification (https:) for all sites in this zone”
  • Click Add, then Close.
  • Click OK and Apply.

Customize security settings

  • Open Internet Explorer
  • Go to Tools > Internet options > Security tab
  • Select “Trusted sites” from “Select a zone to view or change security settings” window
  • Select zone containing your Oracle Hyperion servers and click on “Custom level…” button
  • In “Miscellaneous” section enable options “Access data sources across domains” and “Allow script-initiated windows without size or position constraints”
  • In “ActiveX controls and plug-ins” section enable “Run ActiveX controls and plug-ins” and “Script ActiveX controls marked safe for scripting”.
  • Click OK
  • Click Apply, then OK

Enable option “Always allow session cookies”.

  • Open Internet Explorer
  • Go to Tools > Internet options > Privacy Tab > Advanced. Check the “Override automatic cookie handling”, accept the first and third party cookies and check the “Always allow session cookies” option.

Only for SSL enabled environments: Disable option “Do not save Encrypted Pages to Disk”.

  • Open Internet Explorer
  • Go to Tools > Internet options > Advanced Tab. In “Security” section uncheck the option “Do not save Encrypted Pages to Disk”.

Disable option “Enable Native XMLHTTP”. This setting is recommended only for customers using HFM 9.3.1 or older with IE 7. If you are using version 11.1.1.x of EPM products or newer, this option should be enabled.

  • Open Internet Explorer
  • Go to Tools > Internet options > Advanced Tab. In “Security” section uncheck the option “Enable Native XMLHTTP”.

Using Internet Explorer 9 Compatibility View option.

  • Open Internet Explorer
  • For 11.1.2.1.600 Planning and EPMA: Compatibility View should be enabled in Tools > Compatibility View Settings
  • For EPM 11.1.2.2 products: Go to Tools > Compatibility View Settings. Make sure EPM Workspace URL is not enabled for Compatibility View and uncheck all available options at the bottom of the pop-up window.

For products using JRE Plugin (Web Analysis, Performance Scorecard, Administration Services) make sure that a compatible version of plugin is installed on the client machine.

  • Check JRE Plugin certification for your EPM product in support matrix
  • Check installed Java version in Control Panel > Java > General > About. If required update Java version to a supported release.
  • Enable option “Always Auto-Download” in Control Panel > Java > Advanced > JRE Auto-Download=

Using Internet Explorer 11 Enterprise Mode. Limited support with EPM 11.1.2.2.500 and 11.1.2.3.500. For more information see Document 1920566.1.




Force Excel to Calculate Dependencies In Order

Overview

If you have ever used custom functions in Excel, depending on the complexity of them, you have probably run into an issue where the accuracy of the results was sporadic. There is a quick solution. Use CTRL ALT SHIFT F9.

The lengthier explanation from Microsoft explains that the calculation of worksheets in Excel can be viewed as a three-stage process:

  • Construction of a dependency tree
  • Construction of a calculation chain
  • Recalculation of cell

With the introduction of complex VBA functions, the default calculation can produce inaccurate results because it doesn’t evaluate the dependency tree and calculation chain correctly.

So, if you have this issue, the most complete and thorough (and time consuming) calculation can be initiated by clicking CTRL ALT SHIFT F9. This forces the dependency tree to be rebuilt and recalculates the entire workbook. There are several levels in forcing Excel to calculate.

F9

Recalculates all cells that Excel has marked as dirty, that is, dependents of volatile or changed data, and cells programmatically marked as dirty. If the calculation mode is Automatic Except Tables, this calculates those tables that require updating and also all volatile functions and their dependents.
VBA: Application.Calculate

SHIFT F9

Recalculates the cells marked for calculation in the active worksheet only.
VBA: ActiveSheet.Calculate

CTRL ALT F9

Recalculates all cells in all open workbooks. If the calculation mode is Automatic Except Tables, it forces the tables to be recalculated.
VBA: Application.CalculateFull

CTRL ALT SHIFT F9

Causes Excel to rebuild the dependency tree and the calculation chain for a given workbook and forces a recalculation of all cells that contain formulas.
VBA: Workbooks(reference).ForceFullCalculation (introduced in Excel 2007)

References




Countdown to 11.1.2.4

The Countdown begins

11.1.2.4 is being releases in as little as 10 days.  It is really exciting and here is what you will see.

On the fly iterative planning using sandboxes

  • Create version on the fly
  • Honors security and access rights
  • Iterative modeling
  • Dynamic scenario comparisons
  • Collaborative modeling

Web form performance improvements

  • Near 0 lag times
  • Fast cell-to-cell navigation
  • Quick scrolling
  • Forms with 100,000 cells loads in less than 5 seconds

Setup valid combinations

  • Forms show only valid combinations
  • End users can only interact with valid combinations
  • No more data entered in the wrong place
  • Bypasses the lack of multidimensional security
  • Speeds user interaction
  • Out of the box clear of invalid combinations

User defined calculations

  • Loaded from Excel by the user
  • They persist with member references
  • Excel syntax
  • Supports most of the Excel financial, mathematical, and statistical functions

Real time push to ASO, including relational data

  • Calculate and aggregate instantaneously

Simpler user interface

—–

This might introduce more questions than answers, but you don’t have to wait long to get them.  11.1.2.4 will be released this month – as soon as the end of next week!