I am really excited about the breakout sessions this year.  I was asked to be involved in two additional sessions and one of my sessions has been moved.  I really hope to see you all in Orlando!

Ask the Experts – Planning Panel

Jun 12th, 2018 02:15 PM – 03:15 PM
Southern Hemisphere II

This is an open forum with a panel of experiences planning people that are there to answer questions and share knowledge.  It is a great way to get different opinions by people with a lot varying experiences.

Top-Down and Bottom-Up Planning at Breakthru Beverage Group

June 13th, 2018 11:45 AM – 12:45 PM
Northern Hemisphere E3

This presentation will walk attendees through technical and business solution and how to implement both a bottoms up and top down planning process.  It will also discuss the architecture and technical solution of how it was accomplished.  It will show people the benefits of Groovy calculations integrated with PBCS.  We will conclude with live examples and an documentation on both the technical architecture and business approach that attendees use as a basis to implement a similar solution.

The presentation will be structured as follows:

• Introduction
• Application overview
• Overview of the business processes
  • Process flow
  • User functionality
  • Benefits of PBCS
• Benefits and examples of allowing users to do top down or bottom up input
• Overview of the technical architecture and how it was implemented
• Live demo of working process, including
  • Top down entry
  • Bottom up entry
  • Input validation
  • Monthly phasing
• Overview of how Groovy was used to accomplish real time reporting

Why Groovy is Game Changing

June 13th, 2018, 3:30 PM – 4:30 PM
Northern Hemisphere E3

This presentation will walk attendees through the basics of Groovy calculations.  It will begin with an introduction on how to create a Groovy calculation and end with live demonstrations of all the functionality covered in a live application.

The presentation will be structured as follows:

• Introduction
• What is a Groovy calculation
• Basic Groovy syntax
• How to get help / where to learn
• Groovy integration with PBCS
  • How to calculate only the cells that changed
  • How to dynamically build and run Essbase calculations based on form changes and POV
  • How to bypass BSO calculations enabling input directly to ASO
  • How to customize form Smart Pushes to only include data that has changed
  • How to copy data from BSO to ASO, ASO to BSO, and ASO to ASO
  • How to perform proactive data validation
  • How to execute tasks based on user feedback
  • How to color code cells based on rules
  • How to validation RTPs
• Live demo of all functionality

Last Minute ODTUG Kscope18 Planning Souvenirs You Will ACTUALLY Use!

June 14th, 9:30 – 11:00 a.m.
Southern Hemisphere II

I will be presenting a deep dive on the Groovy Grid Builder Class and will include demo and shared code to do the following.

• Move Data from ASO to BSO to eliminate the need for consolidations
• Calculating outside of Essbase
• Mapping data when moving from cube to cube
• Clearing ASO effectively

There are a lot of reasons one might loop through children in a Groovy Calculation.  On my journeys with Groovy, I have run into a few roadblocks where this has been helpful.  Some of these were related to limits in PBCS.  Looping through sets of members allowed us to get around some of the limitations.

• Running Data Maps and Smart Pushes have limits on the amount of data they can push when executed from a business rule (100MB).
• Using the clear option on Data Maps and Smart Pushes has limits on the length of the string it can pass to do the ASO clear (100000 bytes).
• The Data Grid Builders have limits on the size of the data grid that can be created (500,000 cells before suppression).

All 3 of these situations create challenges and it is necessary to break large requests into smaller chunks.  An example would be running the methods on one entity at a time, no more than x products, or even splitting the accounts into separate actions.

Possibilities

Before going into the guts of how to do this, be aware that member functions in PBCS are available.  Any of the following can be used to create a list of members that can be iterated through.

• Ancestors (i)
• Children (i)
• Descendants (i)
• Children (i)
• Siblings (i)
• Parents (i)
• Level 0 Descendants

More complex logic could be developed to isolate members.  For example, all level 0 descendants of member Entity that have a UDA of IgnoreCurrencyConversion could be created.  It would require additional logic that was covered in Part 11, but very possible.

Global Process

In this example, Company was used to make the data movement small enough that both the clear and the push were under the limits stated above.  The following loops through every Company (Entity dimension) and executes a Data Map for each currency (local and USD).

// Setup the query on the metadata
Cube cube = operation.application.getCube("GP")
Dimension companyDim = operation.application.getDimension("Company", cube)
// Store the list of companies into a collection
def Companies = companyDim.getEvaluatedMembers("ILvl0Descendants(Company)", cube) as String[]

// Create a collection of the currencies 
def Currencies = ["Local","USD"] 

// Execute a Data Map on each company/currency
for (def i = 0; i < Companies.size(); i++) { 
 def sCompanyItem = '"' + Companies[i] + '"' 
 for (def iCurrency = 0; iCurrency < Currencies.size(); iCurrency++){
  operation.application.getDataMap("GP Form Push").execute(["Company":Companies[i]

On Form Save

When there are large volumes of data that are accessed, it may not be realistic to loop through all the children.  In the case of a product dimension where there are 30,000 members, the overhead of looping through 30,000 grid builds will impact the performance.  However, including all the members might push the grid size over the maximum cells allowed.  In this case, the need to iterate is necessary, but the volume of products is not static from day to day.  Explicitly defining the number of products for each loop is not realistic.  Below creates a max product count and loops through all the products in predefined chunks until all 30,000 products are executed.

def slist = [1,2,3,4,5,6,7,8,9,10]
// Define the volume of members to be included for each process
int iRunCount = 4
// Get the total number of items in the Collection
int iTotal = slist.size()
// Identify the number of loops required to process everything
double dCount = (slist.size() / iRunCount)
int iCount = (int)dCount
// Identify the number of items in the last process (would be be <= iRunCount)
int iRemainder = (slist.size() % iRunCount)

//Run through each grouping
for (i = 0; i <iCount; i++) {
 // loop through each of the members up to the grouping (iRunCount) 
 for (ii = 0; ii < iRunCount; ii++) {
  // Do the action
  // slist[i * iRunCount + ii] will give the item in the list to use as needed
  print slist[i * iRunCount + ii] + " "
 }
}

// Run through the last group up to the number in the group
 for (i = 0; i < iRemainder; i++) {
  // Do the action 
  print slist[iCount * iRunCount + i] + " "
 }

A Wrap

So, the concept is pretty simple.  Now that we have the ability to do things like this outside of typical planning functions really opens up some possibilities.  This example ran post-save, but what about pre-save?  How about changing the color of cells with certain UDAs?  What about taking other properties managed in DRM that can be pushed to Planning that would be useful?  How about spotlighting specific products for specific regions that are key success factors in profitability?

Do you have an idea?  Take one, leave one!  Share it with us.