Common questions

How do I export data from PBCS?

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How do I export data from PBCS?

We can simply click the Export Data option from the Application Overview tab.

  1. Create an Export Data job.
  2. Select Row, Column members, and specify POV.
  3. Save the Export Data job.
  4. Either manually trigger the Export Data job from PBCS, or use EPMAutomate to trigger this job.

How do I download automated EPM?

Get the Guide

  1. Open your PBCS instance and login as normal.
  2. Access ‘Setting and Actions’ by clicking your user name in the top right-hand corner of the Home page.
  3. Click Downloads.
  4. In the Downloads page, click Download for Windows/Linux in the EPM Automate section.
  5. When prompted, choose to save the file to your computer.

What are EPM products?

Enterprise performance management (EPM) software is an on-premise or cloud-hosted digital tool designed to collect and manage metrics related to financial performance and business planning processes.

What is PBCS application?

PBCS is a flexible application based on Oracle Hyperion Planning that supports enterprise-wide planning, budgeting, and forecasting in a cloud-based deployment model. It supports a hierarchical planning process that encompasses both corporate finance and the lines of business within an enterprise.

How do I export data from Fccs?

Once the Data Load Rule is created, you can begin exporting data to the target file. To do so, navigate to the Data Load Workbench. Select the appropriate Location, Period, Category, and Rule. Import the data from FCCS, Validate it against the mappings you’ve created, and then Export the data to the target file.

How do I backup my PBCS application?

EPM Cloud – Automate Backup & Save Snapshots

  1. Step 1: Set Variables. In the batch file, we will need to call EPMAutomate to help us log into the application.
  2. Step 2: Log into EPBCS / EPBCS Application.
  3. Step 3: Download Snapshot Backup File.
  4. Step 4 : Rename the Backup File.
  5. Step 5: Log out EPBCS / PBCS.

What is Oracle EPM automate?

EPM Automate enables users to remotely perform tasks within Oracle Enterprise Performance Management Cloud environments.

How do I upgrade my EPM automate?

Automatically downloads and silently installs the newest version of EPM Automate. After you run the login command to initiate a session, EPM Automate identifies the current installed version. If the installed version is not the newest available, EPM Automate informs you that a newer version is available.

Who uses EPM?

EPM solutions are primarily used by CFOs and the office of finance, while other functional areas, such as HR, sales, marketing, and IT, use EPM for operational planning, budgeting, and reporting.

What is included in PBCS?

Functionality included in PBCS:

  • Planning – Hyperion Planning.
  • “Classic” managed applications only – no EPMA.
  • Rules Management with Calculation Manager.
  • Data Integration through FDM EE.
  • Flat file loads for Hyperion Planning.
  • Large file uploads using http protocol.
  • On-premises app migration using LCM.

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