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Find out about new features, tricks I have discovered, or useful best practice advice for Oracle EPM Applications.

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July Patch: Oracle EPM Reports Agent

‘Ask Oracle’ allows users to ask Oracle to analyse and explain the contents of an EPM Report via a chat panel. What is the EPM Reports Agent? Chat Window In the latest patch Oracle has released a new feature: EPM Reports Agent – ‘Ask Oracle’. This allows users to have a conversation with the agent about contents of the report – for example: “Which cost centres are showing the highest variance to budget?” “Which columns are formula columns are in the grid?” This is available i

Jul 16

Push to ASO cube via Data Exchange with Clear Regions enabled - 'Cannot Clear Partial Data' error resolved.

Resolving the 'Cannot Clear Partial Data' error when pushing to ASO via Data Exchange.

May 7

November 2025 EPM Feature Update: Post Clone Steps Simplified by using LocalHost URL in Connections

November 2025 Patch Update - LocalHost supported in External Web Service Connections again!

Oct 31, 2025

Latest Blogs

BLOG PREVIEWS

July Patch: Oracle EPM Reports Agent

‘Ask Oracle’ allows users to ask Oracle to analyse and explain the contents of an EPM Report via a chat panel. What is the EPM Reports Agent? Chat Window In the latest patch Oracle has released a new feature: EPM Reports Agent – ‘Ask Oracle’. This allows users to have a conversation with the agent about contents of the report – for example: “Which cost centres are showing the highest variance to budget?” “Which columns are formula columns are in the grid?” This is available i

Reports

Sarah Ansell

Jul 164 min read

Push to ASO cube via Data Exchange with Clear Regions enabled - 'Cannot Clear Partial Data' error resolved.

Resolving the 'Cannot Clear Partial Data' error when pushing to ASO via Data Exchange.

Integrations

Sarah Ansell

May 73 min read

November 2025 EPM Feature Update: Post Clone Steps Simplified by using LocalHost URL in Connections

November 2025 Patch Update - LocalHost supported in External Web Service Connections again!

REST API

Sarah Ansell

Oct 31, 20252 min read

Updating Rolling Artifact Snapshot Backups Groovy Script for Groovy Engine Update

In the November EPM Planning patch update a new version of the Groovy engine, which has stricter validation rules, is being released. The Groovy Script Validator indicated that a rule I wrote about in a previous blog post needed updating so I thought I would add a post to show what needed to change and to provide an updated example. When I ran the validator the results showed that the date functions I had used were being deprecated and were not validating: Groovy Validator Re

Groovy

Sarah Ansell

Sep 30, 20253 min read

How to Create a Drop-Down Box Smart List Prompt

Image 1: Business rule containing Smart List Run Time Prompt This blog has been migrated from my old blog* Smart Lists are very powerful...

Rules

Sarah Ansell

Sep 16, 20252 min read

EPM Automate - Migrating large Snapshots using CopySnapshotfromInstance command

This blog has been migrated here from my older blog * Create a simple script to manage your migration process between environments. This...

EPM Automate

Sarah Ansell

Sep 16, 20253 min read

Tips for using REST API and groovy to run jobs in Oracle Cloud EPM Planning

Good to know tips for beginners using REST API via Groovy in EPM Planning

Integrations

Sarah Ansell

Apr 25, 20244 min read

Reference rows and columns in Oracle EPM Report formulas

In EPM Reports, formulas can be used to perform simple calculations, such as a variance calculation. Formulas require references to rows...

Reports

Sarah Ansell

Dec 5, 20232 min read

7 Day Rolling Artifact Snapshot Backups in the Cloud (Groovy Script)

*** September 2025 Update *** - Oracle have changed URL limits for the Connection set up so the localhost:9000 URL will no longer work to dynamically create your local connection. Now you will need to use the full URL in the format: https:// planning-domain .oraclecloud.com for example. Original Blog Each Oracle Planning Cloud environment has a Daily Maintenance window in which Oracle perform routine maintenance. During this automated process, the system will create a syst

Rules

Sarah Ansell

Jul 25, 20234 min read

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EPM

Consultant Tips

EPM Planning

Business Rules

Data Exchange

July Patch: Oracle EPM Reports Agent

Push to ASO cube via Data Exchange with Clear Regions enabled - 'Cannot Clear Partial Data' error resolved.

November 2025 EPM Feature Update: Post Clone Steps Simplified by using LocalHost URL in Connections

Latest Blogs

July Patch: Oracle EPM Reports Agent

Push to ASO cube via Data Exchange with Clear Regions enabled - 'Cannot Clear Partial Data' error resolved.

November 2025 EPM Feature Update: Post Clone Steps Simplified by using LocalHost URL in Connections

Updating Rolling Artifact Snapshot Backups Groovy Script for Groovy Engine Update

How to Create a Drop-Down Box Smart List Prompt

EPM Automate - Migrating large Snapshots using CopySnapshotfromInstance command

Tips for using REST API and groovy to run jobs in Oracle Cloud EPM Planning

Reference rows and columns in Oracle EPM Report formulas

7 Day Rolling Artifact Snapshot Backups in the Cloud (Groovy Script)

Be in Touch

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