How to Connect Directly from Oracle Analytics Cloud to Oracle EPM Cloud

With this release, you can connect directly from Oracle Analytics Cloud Enterprise Edition or Professional Edition 5.6 to EPM Cloud Platform, provided you have both services. When you've configured the connection, you can visualize data from EPM Cloud business processes (Planning, Financial Consolidation and Close, and Tax Reporting) in Oracle Analytics Cloud. You no longer have to model EPM data in a metadata repository (RPD) file to create visualizations and dashboards in Oracle Analytics Cloud.

This blog and video tutorial will take you step by step through this process.

Oracle Analytics - EPM Cloud Connection

EPM Connector Instructions:

Firstly, we need to create a connection to our EPM instance. 

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On opening the connection dialogue, you will see a very pretty new icon, designating EPM connection capability.

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Complete the necessary connection details, ensuring that all starred / mandatory fields are completed.

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Next verify that the connection has been correctly “registered” in the connections area.

Oracle EPM Connector 4So now that we have verified that our connection exists, let’s go and make it available as a data set.

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Within the add data set dialogue, you will find an inventory of the databases which exist in the EPM application. Select the one you wish to source data from for your visualizations / dashboards.

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Once added, we are now going to elect to create a new project using this source.

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Once the Visualize screen opens you will see your source in the left hand navigation pane, you will be able to start adding members to the Visualization canvas.

Please note that to be able to view members and select filters (point of view members in EPM speak!), you will need to select change the Limit Values to “None”. See the screen shot below:

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Setting this to None will then allow us to see all of the members in that dimension and make our selections. Repeat this for all required dimensions.

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Once this is done, you should see all of your point of view members in the “Filters” area of the canvas.

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It is also possible to filter the View by adding expressions.

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Next we can begin dragging members onto the canvas. You can multiple select by holding the control key as you click on the relevant members.

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Just dragging the selected members onto the canvas will result in the most suitable base visualization being created on your behalf.

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From here we can change the visualization type. Initially try changing it on a Pivot visualization, and by default you will get something like the screen shot below.

We can now begin to work with that to make it more usable!

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Move dimensions between rows and columns, in our case we moved the Periods dimension.

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We end up with a more operational Pivot table, and can continue to add formatting as needed. We can hide repeated values from the grid, without affecting our retrieve.

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We can add formatting to our pivot table. In this instance, we have added some color shading to our Year Total and Quarters columns. Note you can multiple select columns by using your control key as you click on each column.

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Add another Visualization to the same canvas. An easy way to do this is to copy the existing artifact as a starting point , and then change or enhance the copy.

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In our case we made the bottom segment into a bar chart, but allowed it to be filtered by individual line from the Pivot Visualization above.

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Once you have played to your heart’s content, save the project to your folders. Once this has been done, you can go and add it to a dashboard. All of the functionality available in the Visualization is retained in the dashboard.

There you have it. This is a superb advance for OAC, and makes the ability to incorporate EPM into a comprehensive corporate reporting methodology really easy. No longer do you have to go through the pain of creating and maintaining an “rpd” for the purpose!

Happy hunting!

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