Oracle EPM Cloud

Overview

ReportWORQ supports the refresh of Excel-based reports that have been created using the Oracle Smart View Excel add-in using data in Oracle EPM Cloud. These reports use specifications that are embedded into hidden properties on each worksheet. ReportWORQ understands these report specifications and can use them to dynamically query data from Oracle EPM Cloud to update Excel worksheets. ReportWORQ refreshes data using the Oracle EPM Cloud REST API.

ReportWORQ helps you automate Smart View-enabled Excel reports by using ReportWORQ Parameters to copy sheets and adjust filter elements in the report specifications.

To use Oracle EPM Cloud as a datasource in ReportWORQ a connection must be configured in ReportWORQ by a ReportWORQ Administrator. This topic covers the following information about the Oracle EPM Cloud Datasource: 

• Configuring a Connection

• Oracle EPM Cloud-Specific ReportWORQ Parameters

Configuration

To add an  Oracle EPM Cloud  connection to the list of available Datasources, ReportWORQ administrators open the Administration screen then click the '+' button beside Datasources, and select the  Oracle EPM Cloud  option:

The required configuration sidebar opens up on the right-hand side of the page:

• Name: Any name can be selected for the connection, but defaults to 'Oracle Smart View'

• Host: This is the URL endpoint for your Oracle environment. It is used to communicate using the Oracle EPM REST API. More information on identifying your Host URL is provided below.

• Username & Password: The required connection credentials are a little different in that they require the "Tenant Name" in a prefix to the username that would normally be used to login to Oracle EPM Cloud via the Oracle API. More information on identifying the correct username is provided below.

• Test: Clicking the '✓' button will either display a success message or show error messages with further information on missing or misconfigured settings.

• Save: The 'Save' button saves changes made to the connection.

• The Oracle EPM Cloud Datasource can be enabled or disabled by clicking the checkbox

Oracle EPM Host Url and Username

ReportWORQ uses Oracle EPM Cloud Basic Authentication to connect to the Oracle EPM Cloud API, and that option uses the following conventions to define the Host URL and Username required by ReportWORQ (which match the examples in Configuration above):

• Host URL: <SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com

  • For example 'epm1-test-abc1234.epm.us3.oraclecloud.com'

    • <SERVICE_NAME>: epm1-test

    • <TENANT_NAME>: abc1234

    • <SERVICE_TYPE>: epm

    • <dcX>: us3

• Username: <TENANT_NAME>.<ORACLE_EPM_USERNAME>

  • For example 'abc1234.reportworq@company.com'

    • <TENANT_NAME>: abc1234

    • <ORACLE_EPM_USERNAME>: reportworq@company.com

More information about this authentication method is available on Oracle's website:

Oracle EPM Cloud-Specific ReportWORQ Parameters

ReportWORQ has an Oracle EPM Cloud-specific Dimension Parameter type that can be used to select a list of members from an Oracle Application and Dimension. For instance, you can use this option to cycle through all leaf-level Entity members in a FinRep Application, generating multiple copies of a report created in Oracle Smart View for each member value. Please see Creating Jobs for more information on using Parameters in ReportWORQ.