One of the huge frustrations I have with Planning is the fact that you haven’t been able to stop a user from saving data that didn’t validate since Smart View was released and Data Forms could be opened in Excel. Prior to that, the forms could be customized with JavaScript and the form save could be interrupted and cells flagged. Well, thanks to Groovy Calculations, it is back, and every bit as flexible. Read more
On March 22, 2018, I am hosting a webinar featuring the work delivered at Breakthru Beverage Group in Chicago, Illinois. Breakthru had the traditional challenges, but it had some additional obstacles other don’t. With requirements of entering budget at any level, complex allocation and seeding logic, and the need for consolidated reporting in real time, we had to get creative. Welcome, Groovy Calculations! Read more
If your environment is a cloud product, whether it be PBCS or ePBCS, one thing that is critical to understand is the backups produced in the Migration area, may not be what you think. Learning this after the fact may have negative consequences on your ability to restore data. Read more
I was lucky enough to be invited to talk about the new Groovy Calculation in PBCS and ePBCS at the Ohio Valley OAUG meeting today. If you have read the Groovy series, you know how strongly I feel about the advancements in Hyperion Planning with the addition of Groovy Calculations. I want to share the presentation with a wider audience. This is a functional overview for those who are new to the concepts. This also introduces readers how to develop their first Groovy Calculation, and provides some examples. Read more
Groovy has the ability to execute Data Maps and Smart Pushes. Data Maps are objects that define the data movement between applications and are accessible globally. Smart Pushes are Data Maps that are attached to a Data Form and can override the dimensions settings. They are largely the same thing, but defined separately inside of PBCS. Read more
One of the challenges with EPM Automate has been eliminated this month. Although it was a minor issue, the need to update EPM Automate regularly was something that had to be considered monthly. Read more
Last year I presented an in-depth overview on PowerShell and how it can be utilized in the Hyperion environment. I have been asked many times to share it. Read more
I have been selected to speak at the OVOAUG on February 16, 2018. I have been there before, and it is a very nice group of people to engage with. If you are in the area, or would like to hear more about how Groovy in PBCS can change the landscape of performance, user interaction, improvement of data input, and reduced user frustration, please go to http://ohio.communities.oaug.org/ and register. I would love to see as many of you there as possible.
Here is the agenda. It is going to be a functional overview, but we will touch on how to start writing Groovy, and if you show up, I will be more than happy to talk before and/or after the session.
When moving data in PBCS with Data Maps or Smart Pushes, they have limits on how much data can be moved. The amount of data can be seen in the logs, and look something like this. Read more
When developing applications in PBCS, there are times when we need to request information from users. This is especially useful in workforce application, but certainly not limited to them. With Groovy, we can take validation to the next level. We can compare inputs to each other, we can limit input, and we can now stop the execution of the calculation until the inputs are validated. The difference now is that we have the ability to keep the prompts open, and force the user to either enter valid data, or cancel the request.
Let’s start with a very simple example. Let us assume we are adding a new employee, and we are asking for a hire and termination date. A real-life example would require more options, like a name, title, union, and other required inputs. To simplify this tutorial, we are only entering the hire and termination dates to prove out the validation and show functionality of the Groovy RTP validation logic.
When a user enters a termination date after a hire date and launches the rule, it validates and executes the rule.
When the job is opened in the job console, we see the RTPs and the values entered, and the Job Status is selected, the log shows the values returned to Essbase.
When a user enters a termination date prior to a hire date and launches the rule, it an error is returned and the RTP window doesn’t go away. At this point, the user has to correct the error, or cancel the execution of the business rule.
In this case, the log shows the business rule failed.
There are multiple objects that are used to accomplish RTP Validation. The code that processed the above action is the following.
/*RTPS: {RTP_HireDate} {RTP_TermDate}*/
def mbUs = messageBundle(["validation.InvalidDate":"The termination date must be after the hire date."])
def mbl = messageBundleLoader(["en" : mbUs])
// Validate the Rtp values
if(rtps.RTP_HireDate.getEssbaseValue() > rtps.RTP_TermDate.getEssbaseValue())
throwVetoException(mbl, "validation.InvalidDate", rtps.RTP_HireDate)
// Print the results to the log
println "Hire Date: " + rtps.RTP_HireDate.getEssbaseValue()
println "Term Date: " + rtps.RTP_TermDate.getEssbaseValue()
Creating RTPs in Groovy was covered in the previous article. If you haven’t read that, it would be a good time to take a look, as it explains the basic of this object. Expanding on the use of the object, we are using some additional methods. This object has many, including returning the input as boolean, double, strings, dates, members, and smart lists, to name a few. In this example, we are using getEssbaseValue, which returns the value sent to Essbase and stored. If there was a need to compare date ranges, we could have used the getDate, and expanded on this with the Groovy date functions to get the days, months, or years between the entered values. In this simple example, we just want to make sure the term date is greater than the hire date.
The first thing that is requires is to create a messageBundle and messageBundleLoader. These two objects work together to hold the errors, the error messages, and multiple languages, if required.
The messageBundle is a map that holds all the errors (name and description). In this example, we only have one error, but more can be added and separated by commas. The messageBundleLoader holds all the messageBundle objects that represent the different languages.
When an exception is found, executing this method will initiate an error and cause the RTP validations to fail. This method requires the messageBundleLoader, and the error to be returned to the user.
By now you are probably already thinking of other uses of this. I can see limiting growth rates, confirming combinations of RTPs (like not allowing salaried people in a union), ensuring that a new employee doesn’t have a hire date prior to the current date, and probably hundreds of other ways to use this.
If you would like to share an idea, please post a comment!
Being able to validate user input prior to executing a calculation and returning the input request to the user is huge step forward, and just another benefit of Groovy calculations. We can reduce the number of user errors and improve the user experience.