Thursday, December 14, 2023

Oracle Idea Lab really does work!!


I wanted to share some recent idea lab posts I had made in the Oracle Cloud Customer connect ideas lab for EDM and show that getting these ideas into the forum, voted on and community comments provided really does help get new features and functionality for us to use.

 

First and foremost, I want to put out a big THANKS to the EDM product management and development teams for allowing us to provide this important input and even more important fact that you are listening and delivering.

 

In the recent test release of EDM (23.12) these ideas I had submitted came to life (note there are many others that the community submitted that also come to life).

 

·      Need to be able to evaluate (test) an expression in the Expression Build

o   Description

§  We need the ability to test out the results of an expression while still in the expression builder.

o   Use Case and Business Need

§  The process of writing an expression (formula) in EDM can be very complex and iterative. In the current user experience, it requires defining the expression, saving it, closing the object the expression is in (validation, property, NT converter, etc) then going to a view/viewpoint and trying it out. 

§  This cycle of setting up the expression, saving and testing it out can recycle as many as 2 dozen times (or more) before the expression is setup correctly.

§  If we had the ability to select a view/viewpoint and node to evaluate the expression against to see the result while still in the Expression Builder, this would make the process extremely efficient and ensure the expression is correct before actually saving it into EDM. 

 

 

·      Add Lineage to Transaction Audit report

o   Description

§  We would like to have the request lineage information available for download with the Transaction and Workflow audit reports.

o   Use Case and Business Need

§  Having the lineage in the downloads would allow the report to show how each of the transactions are associated via subscription. This is needed to be able to visualize the metadata movement within the application in EDM prior to publishing to the target ERP and EPM applications. 

 

·      Need to have audit filter that will include related requests

o   Description

§  Need to have audit filter that will include related requests.

o   Use Case and Business Need

§  As part of normal business we will filter specific requests in the audit using the given filters EDM has. Once we have the set of requests filtered down, we also need to see any request that is related to what has been filtered. 

§  Two use cases:

·      To see the specific requests that generated the items we have filtered to (up stream requests)

·      To see the specific requests that generated from the requests we have filtered (down stream requests)

 

 

·      Need to be able to run selected validation on a given viewpoint

o   Description

§  Need to be able to run a selected set of assigned validations on a given viewpoint. 

o   Use Case and Business Need

§  When running validations on a viewpoint we have different data stewards that are responsible for clearing different validations. We need a method to run a single or group of validations associated to a viewpoint so the results only show items for the selected validation(s) and not all.

 

·      Hide Tiles not used by 'Users'

o   Description

§  There are several tiles exposed to users that could be hidden when their access does not allow them to manage the related objects. 

o   Use Case and Business Need

§  For Non-Owner/Non-Data Manager users, the Applications, Node Types, Hierarchy Sets, Node Sets, Properties, Lookup Sets & Connections tiles should not be exposed.

§  For Data Managers the same applies with the exception of adding back the Applications tile.

 

Saturday, December 2, 2023

 EDM helpful hint – Data Storage and Implied Share identification for Universal Application in EDM.

How to create a dynamic Data Storage property in a Universal Application type in EDM and identify when a node is implied as a share since it has an ancestor that is shared above it in the hierarchy.

 

One of the challenges I had recently was to identify implied shared nodes in a hierarchy where the application type in EDM was “Universal”.  Since the out of the box logic for Data Storage does not come with or supported for the universal application, my solution required me to create some derived logic mimicking the logic Oracle has provided but not exposed on the Planning and FCC application types.

 

Steps involved:

1 – Add the PLN.Data Storage property to the node type on my universal application dimension. – This will be where we add the derived logic to mimic the OOB Planning and FCC logic.













2 – Create a new property called Custom.Display_DataStorage and add it to the node type on my universal application dimension – This is used to flag and display where a node is “implied” in the location of the hierarchy as an ancestor has been shared in the hierarchy and the particular node is just displayed in the UI but not actually part of the hierarchy (or export).