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Customizing Oracle EPM Workspace Logon Page for 11.1.2.4 Part I

It is very important for users to identify to which environments are they logging in. For this reason, I am sharing the following insights into how to customize the Oracle EPM workspace logo, which will help users determine if they are logging into a Production, Development, or QA environment. Out of the box Workspace log […]

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Design Patterns for Historical Translations in Oracle HFM Part 1

There is always very much confusion surrounding the topic of currency translation in Oracle Hyperion Financial Management (HFM). I will focus here on one of its more challenging aspects – translation of equity/capital accounts, aka historical translation. I will be arguing that: “Override accounts”, the traditional design for historical translations, is not the best fit […]

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Migrating Essbase Cubes to Oracle Analytics Cloud

With the shift to the cloud, on-premises Essbase applications may be migrated to Oracle Analytics Cloud (OAC) using a simple method provided by Oracle. Essbase Life Cycle Management process is cost effective and easy to use utility for EPM Professional or Technical lead to migrate the applications to the cloud without the need of recreating […]

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HFM to FCCS [ODTUG Webinar Q&A – Part 2]

If you didn’t have an opportunity to attend the webinar, HFM to FCCS – A Customer Success Story, presented by Doga Pamir, Solutions Architect at Perficient, you might want to check it out on ODTUG’s website as part of their educational webinar series. This event was originally presented at Kscope17 and was so well received, that ODTUG […]

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HFM to FCCS [ODTUG Webinar Q&A – Part 1]

Oracle Financial Consolidation and Close Cloud Service (FCCS) is one of the latest cloud solutions offered by Oracle.  Doga Pamir, Solutions Architect at Perficient, was selected by ODTUG to present at Kscope17 on this topic. His session, HFM to FCCS – A Customer Success Story, landed Doga not one, but two awards! The session was so well […]

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Oracle FCCS: A Deep Dive [Webinar]

Oracle Financial Consolidation and Close Cloud Service (FCCS) is the latest evolution of Oracle’s market-leading Financial Close Suite. What makes it different than Hyperion Financial Management (HFM)? A lot! Join us for a side-by-side review of FCCS and HFM. If you’re a customer of Hyperion Enterprise, HFM, or non-Oracle financial reporting packages evaluating alternative solutions, […]

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How to Encrypt the Admin Password When Used on a Batch Script

In one of my previous blog posts, the EPMAUTOMATE encrypt command was used to encrypt the administrator’s password on a batch script. Here, I describe the process for how to encrypt the password when used on a batch file. Before continuing, ensure the EPMAUTOMATE has been installed on the computer from which you are running […]

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How to Recycle PBCS Backups on AWS S3 Bucket After 61 Days

In this blog post, I will cover the necessary steps to create the S3 bucket storage that will transition to standard – IA (Infrequent Access) for 30 days to finally move to Glacier where the files will be archived for 61 days. Amazon Web Services’ (AWS) low-cost S3 cloud storage provides a cost-efficient solution to […]

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Archive PBCS Snapshots to Amazon S3 Cloud Storage

Amazon Web Services’ (AWS) low-cost S3 cloud storage provides a cost-efficient solution to archive snapshot files extracted from Oracle Planning and Budgeting Cloud Service (PBCS). In the following paragraphs, I will use the AWS Command Line interface (CLI) to upload to the Amazon S3 bucket to archive backup files pulled down from a PBCS instance. […]

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How to Restore PBCS Application Artifacts and Data from Snapshot

I recently wrote a blog post describing the process to create and download Oracle PBCS application SnapShots to local disks. Now I’m sharing a step-by-step look at the process of importing an application onto PBCS. In this article, I will describe how to remotely execute predefined commands to upload files and migrated Artifacts SnapShot. To […]

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Discover New 11.1.2.4 HFM Functionality

After teaching several HFM 11.1.2.4 Create & Manage Applications courses, I have found several functionality advantages of HFM 11.1.2.4. User Functionality Greatest user improvement comes in Smart View and the Journals Extension. Users now have to ability to create and manage journal entries in Excel. We know that any time functionality can be completed in […]

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A Modern Approach to Financial Reports Reconciliation

Gone are the days when several spreadsheets, pen and paper, and calculators are needed to reconcile financial reports. A common challenge in financial reporting is validating that what gets reported on executive dashboards matches with more detailed financial statements and transaction level reporting. What aggravates this endeavor is the fact that executive level dashboards are […]

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Sneak Preview: Financial Consolidation Cloud Service

If you’ve attended a recent Oracle EPM conference, you are likely aware that Oracle Planning and Budgeting Cloud Service (PBCS) has been the most successful cloud launch in Oracle’s history. That success has been fueled by many factors, including perceived difficulties with the predecessor to PBCS, Hyperion Planning. As of this writing, Oracle claims over […]

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The Future of Cloud Services with Hyperion Financial Management

When will we see a significant footprint established by Oracle in the Production-Server hosting realm for Cloud Services? Not anytime soon. However, Oracle, albeit recently, has realized the potential of an almost non-existent market in the Cloud Services division. The integration of Hyperion Financial Management on Cloud Services has the potential to become the next […]

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Integrating HFM and Planning Multi-Currency Applications

I am often asked by clients and colleagues why Hyperion Financial Management and Hyperion Planning are so different.  It’s typically when they are struggling to build an interface between the two, and they can’t reconcile converted currencies.  So today I want to share some of the industry’s best practices that should be taken into consideration […]

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Create a Security Plan with Oracle Hyperion Financial Management

Cris Dunn, project manager at Perficient, recently wrote a blog on Oracle Hyperion Financial Management (HFM) and the separation of duties between application administrative functionality and systems administration functionality. For new implementations, the Oracle Enterprise Performance Management (EPM) suite of products brings a new regimen of security terminology, often times making auditors cringe. Historically, Financial […]

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