Más contenido relacionado La actualidad más candente (20) Similar a Using REST with EPM Cloud Planning (20) Más de Kyle Goodfriend (14) Using REST with EPM Cloud Planning1. in HYPERION
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L E A R N I N G C E N T E R
USING REST WITH EPM
CLOUD PLANNING
Kyle Goodfriend
www.in2hyperion.com
In2hyperion.podia.com
©2020 Goodfriend Solutions LLC Slide 1
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SESSION GOALS
• Exposure to REST functionality
• Introduction to documentation
• REST
• Javadocs
• Introduction to calculation using REST
• Example showcase with reusable scripts
• Growing your knowledge of Groovy and REST
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©2020 Goodfriend Solutions LLC Slide 3
GET
E X C I T E D
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©2020 Goodfriend Solutions LLC Slide 4
EASE
O F U S E
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ABOUT KYLE
• Director, The Hackett Group
• Education
• Career
• Stock valuation / market analysis
• Accounting
• Finance
• Education
• Supporting finance & accounting
• Consulting
• IT background & training
• #Missing
• Contact Information
• Kyle.goodfriend@thehackettgroup.com
• kyle@in2hyperion.com
• Recognition
• Oracle
• Oracle Ace Director
• Oracle Enterprise Planning and Budgeting Cloud
Service Implementation Essentials
• Oracle Hyperion Planning 11 Certified
Implementation Specialist
• Oracle Cloud Customer Connect – Silver Trophy
Member
• Essbase & Planning Sales Specialist
• Essbase & Planning Pre-Sales Specialist
• Essbase & Planning Support Specialist
• Oracle Cloud Services Specialist
• Anaplan
• Anaplan Way
• Anaplanner
• MS Microsoft Certified Professional
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TRAINING DISCOUNT
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15%OFF
LIMITED TIME
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©2020 Goodfriend Solutions LLC Slide 7
• Makes things better
• Makes things faster
• Data can be validated pre-save
• Run-time prompts can be validated
WHAT YOU HAVE HEARD
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BUT WHAT YOU MAY NOT KNOW
• Build robust automation in calculations
• Build more proactive interactions
• Reduce effort of planners
• Reduce administrative overhead
• One language
©2020 Goodfriend Solutions LLC Slide 8
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Using REST with EPM Cloud Planning
Identifying The Significance
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TRANSLATE THIS TO FINANCE & ACCOUNTING
• Faster
• Immediate consolidated reporting – faster answers to the CFO and decision-
making
• Immediate response time on form save – more productive
• System Synchronization
• Where Planning is the source
• Where Planning is the destination
• Financial Planning / Reporting / Strategic Planning / Forecasting
• One message
• More self service / less dependency on administrators
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TRANSLATE THIS TO APPLICATION SUPPORT
• Fewer requests for help
• Fewer false positive system related issues
• Better communication
• Proactive troubleshooting
• Improved performance
• Automatic issue resolution
• Less time spent automating tasks
• Fewer technologies required to support the applications
• Fewer people and less time to support the applications
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Using REST with EPM Cloud Planning
Documentation
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GROOVY JAVADOCS
• Location
• https://docs.oracle.com/en/cloud/saas
/enterprise-performance-management-
common/groov/index.html
• REST Related Classes (REST Package)
• Connection
• HttpRequest
• HttpResponse
• HttpMethod
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REST
• Location
• https://docs.oracle.com/en/cloud/saas
/enterprise-performance-management-
common/prest/
• Planning related
• Planning REST APIs
• Migration REST APIs
• Migration REST APIs
• Setting Maintenance Window Time
• Managing Users
• Data Management REST APIs
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REST Basics
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REST TO YOU AND ME
• Industry standard
• Is a stateless protocol geared toward performance
• Available on most web services
• Executed by a URL
• Parameters
• Payload
• A response is returned that can be acted on
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ANATOMY OF A REQUEST
• URL
• Endpoint
• Path
• Method
• Headers
• Authorization
• Payload (or body/data)
©2020 Goodfriend Solutions LLC Slide 17
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DOCUMENTATION: REST REQUEST LAYOUT
©2020 Goodfriend Solutions LLC Slide 18
Path
Method
Payload
Parameters
URL
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Business Rule Basics
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GETTING STARTED – EXECUTING REFRESH
©2020 Goodfriend Solutions LLC Slide 20
• Setup connection with the URL and the AUTHORIZATION
• Identify the path
• Identify the METHOD
• Assign any required HEADERS
• Add the PAYLOAD
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GETTING STARTED – CHECKING STATUS
©2020 Goodfriend Solutions LLC Slide 21
• Initiate another request
• Update the URL
• Update the METHOD
• Read the response
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Working Examples
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IMPORT DATA FROM ANOTHER SOURCE
• Connect directly to the source
• No file movements
• Automation 100% in the cloud
• Reduces automation build/maintenance
• Retrieves JSON from source and updates Essbase
• Example
• Load currency rates
• No need for users to remember to do it
• Updated as needed
• No planner data entry errors
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IMPORT DATA FROM ANOTHER SOURCE - SCRIPT
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RUNNING A BUSINESS RULE
• Connect to any environment
• Automation 100% in the cloud
• Reduces automation build/maintenance
• Retrieves JSON from source
• Example
• Execute a business rule with run time prompts
• Prompts an be entered or passed from another business rule
• Status is monitored until completion
• Job console contains detailed information
©2020 Goodfriend Solutions LLC Slide 25
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RUNNING A BUSINESS RULE - SCRIPT
• Use global connection
• Setup URL, method, header, and payload
• Payload includes
• Business rule name
• Run time prompts
©2020 Goodfriend Solutions LLC Slide 26
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RUNNING A BUSINESS RULE - SCRIPT
• Status is monitored until completion
• Additional REST requests are made every second
©2020 Goodfriend Solutions LLC Slide 27
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SYNCHRONIZING DATA
• Real time data movement
• No scheduled tasks required
• Real time reporting
• Integrated mapping
• Automatic synchronization
• Other Planning plan types
• Other Planning environments
• Other systems (FCCS, OneStream, Anaplan, Azure, on premise relational)
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SYNCHRONIZING DATA - SCRIPT
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SYNCHRONIZING DATA - SCRIPT
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SYNCHRONIZING DATA – THE IMPORT
• Payload
"aggregateEssbaseData":true,
"cellNotesOption":"Overwrite",
"dateFormat":"DD/MM/YYYY",
"strictDateValidation":true
"dataGrid":
response from the previous request
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SENDING EMAILS
• Connect to Office365, Exchange, third party services
• Improves communication
• Introduces proactive care and reduces administrative overhead
• Uses
• Notify user after long running process completes
• Notify administrators when a business rule fails
• Example
• Send email from a business rule
• Run time prompts allow for rule to be accessed from other artifacts
©2020 Goodfriend Solutions LLC Slide 32
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SENDING EMAILS - SCRIPT
• Connects to third party service
• URL, method, header, and payload is constructed
• Email components use RTPs to be dynamic and reduce redundant
scripts
©2020 Goodfriend Solutions LLC Slide 33
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UPDATE METADATA
• Connect directly to the source
• No file movements
• Automation 100% in the cloud
• Reduces automation build/maintenance
• Retrieves JSON from source and updates Essbase
• Example
• Update store hierarchy from BestBuy.com
©2020 Goodfriend Solutions LLC Slide 34
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UPDATE METADATA - SCRIPT
• Setup connection to Best Buy
• Retrieve all stores with its ID, city, state(region), country, and long
name
• Authorization and payload is in the URL as parameters
• Save number of items in each query
• Save the number of iterations to be made (totalPages)
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UPDATE METADATA - SCRIPT
• Loop through each
group
• Add each city
identified
• Add each store
identified with ID and
Alias
• Small difference for
international stores
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UPDATE METADATA - RESULT
• Stores are consolidated to city
• City is consolidated to state
• States are organized into a
regions and divisions
(management hierarchy)
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Before Concluding
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COMPONENTS
• Groovy
• Open source
• Here to stay
• Planning is built with Groovy
• Oracle exposes Groovy for us to use
• RESTful API
• Transfer information through website actions
• Enables actions to be initiated
• Add a member
• Export data
• Get prices for all Best Buy products in the photo department
• Retrieve real time baseball player statistics from MLB
• EPM Planning API
• Predefined objects and functions
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WHERE TO GO TO GET HELP
• In2Hyperion
• www.in2hyperion.com/adventures-in-groovy
• podia.in2hyperion.com
• REST API
docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/toc.htm
• Groovy Javadocs
docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/groov/index.html
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15% OFF TODAY AND TOMORROW
• Discount location
• https://in2hyperion.podia.com/?coupon=2020NCOATUG
• http://bit.ly/2020NCOATUG
• Try before you buy
• Available until Friday at 11PM EST
• REST class will NOT be completed until November
• 2 of the 5 modules will be released within the week
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CURRENT CURRICULUM
©2020 Goodfriend Solutions LLC Slide 42
Class Price Modules
Sample Training FREE 2 Includes 2 updates to Groovy for EPM
Cloud Planning
Mastering The EPM Planning Javadocs $99.00 3 Essential content to be independent in
building Groovy calculations
Groovy for EPM Cloud Planning $849.00 11 11 (Including updates as included API is
updated)
Groovy for EPM Cloud Planning (Grid Builders
Only)
$199.00 3 For those that just want to master Grid
Builders, modules from Groovy for EPM
Cloud Planning
Using the REST API in Groovy Calculations for
EPM Cloud Planning
$449.00 5 Oct/Nov release date – Understanding
REST and using it in Groovy calculations