NCOATUG Fall Training Day Attendees will be exposed to what the REST API can do in EPM Cloud Planning. In this session, we'll walk through the documentation and build calculations that update metadata, import data from other systems, automate tasks, synchronize data,
and send emails when user-initiated processes fail. The session will conclude with where to go to advance your Groovy and REST skills.

1. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
in HYPERION
Oracle EPM l
L E A R N I N G C E N T E R
USING REST WITH EPM
CLOUD PLANNING
Kyle Goodfriend
www.in2hyperion.com
In2hyperion.podia.com
©2020 Goodfriend Solutions LLC Slide 1

2. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
SESSION GOALS
• Exposure to REST functionality
• Introduction to documentation
• REST
• Javadocs
• Introduction to calculation using REST
• Example showcase with reusable scripts
• Growing your knowledge of Groovy and REST
©2020 Goodfriend Solutions LLC Slide 2

3. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
©2020 Goodfriend Solutions LLC Slide 3
GET
E X C I T E D

4. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
©2020 Goodfriend Solutions LLC Slide 4
EASE
O F U S E

5. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
ABOUT KYLE
• Director, The Hackett Group
• Education
• Career
• Stock valuation / market analysis
• Accounting
• Finance
• Education
• Supporting finance & accounting
• Consulting
• IT background & training
• #Missing
• Contact Information
• Kyle.goodfriend@thehackettgroup.com
• kyle@in2hyperion.com
• Recognition
• Oracle
• Oracle Ace Director
• Oracle Enterprise Planning and Budgeting Cloud
Service Implementation Essentials
• Oracle Hyperion Planning 11 Certified
Implementation Specialist
• Oracle Cloud Customer Connect – Silver Trophy
Member
• Essbase & Planning Sales Specialist
• Essbase & Planning Pre-Sales Specialist
• Essbase & Planning Support Specialist
• Oracle Cloud Services Specialist
• Anaplan
• Anaplan Way
• Anaplanner
• MS Microsoft Certified Professional
©2020 Goodfriend Solutions LLC Slide 5

6. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
TRAINING DISCOUNT
©2020 Goodfriend Solutions LLC Slide 6
15%OFF
LIMITED TIME

7. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
©2020 Goodfriend Solutions LLC Slide 7
• Makes things better
• Makes things faster
• Data can be validated pre-save
• Run-time prompts can be validated
WHAT YOU HAVE HEARD

8. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
BUT WHAT YOU MAY NOT KNOW
• Build robust automation in calculations
• Build more proactive interactions
• Reduce effort of planners
• Reduce administrative overhead
• One language
©2020 Goodfriend Solutions LLC Slide 8

9. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
Identifying The Significance
©2020 Goodfriend Solutions LLC Slide 9

10. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
TRANSLATE THIS TO FINANCE & ACCOUNTING
• Faster
• Immediate consolidated reporting – faster answers to the CFO and decision-
making
• Immediate response time on form save – more productive
• System Synchronization
• Where Planning is the source
• Where Planning is the destination
• Financial Planning / Reporting / Strategic Planning / Forecasting
• One message
• More self service / less dependency on administrators
©2020 Goodfriend Solutions LLC Slide 10

11. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
TRANSLATE THIS TO APPLICATION SUPPORT
• Fewer requests for help
• Fewer false positive system related issues
• Better communication
• Proactive troubleshooting
• Improved performance
• Automatic issue resolution
• Less time spent automating tasks
• Fewer technologies required to support the applications
• Fewer people and less time to support the applications
©2020 Goodfriend Solutions LLC Slide 11

12. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
Documentation
©2020 Goodfriend Solutions LLC Slide 12

13. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
GROOVY JAVADOCS
• Location
• https://docs.oracle.com/en/cloud/saas
/enterprise-performance-management-
common/groov/index.html
• REST Related Classes (REST Package)
• Connection
• HttpRequest
• HttpResponse
• HttpMethod
©2020 Goodfriend Solutions LLC Slide 13

14. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
REST
• Location
• https://docs.oracle.com/en/cloud/saas
/enterprise-performance-management-
common/prest/
• Planning related
• Planning REST APIs
• Migration REST APIs
• Migration REST APIs
• Setting Maintenance Window Time
• Managing Users
• Data Management REST APIs
©2020 Goodfriend Solutions LLC Slide 14

15. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
REST Basics
©2020 Goodfriend Solutions LLC Slide 15

16. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
REST TO YOU AND ME
• Industry standard
• Is a stateless protocol geared toward performance
• Available on most web services
• Executed by a URL
• Parameters
• Payload
• A response is returned that can be acted on
©2020 Goodfriend Solutions LLC Slide 16

17. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
ANATOMY OF A REQUEST
• URL
• Endpoint
• Path
• Method
• Headers
• Authorization
• Payload (or body/data)
©2020 Goodfriend Solutions LLC Slide 17

18. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
DOCUMENTATION: REST REQUEST LAYOUT
©2020 Goodfriend Solutions LLC Slide 18
Path
Method
Payload
Parameters
URL

19. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
Business Rule Basics
©2020 Goodfriend Solutions LLC Slide 19

20. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
GETTING STARTED – EXECUTING REFRESH
©2020 Goodfriend Solutions LLC Slide 20
• Setup connection with the URL and the AUTHORIZATION
• Identify the path
• Identify the METHOD
• Assign any required HEADERS
• Add the PAYLOAD

21. in HYPERION
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L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
GETTING STARTED – CHECKING STATUS
©2020 Goodfriend Solutions LLC Slide 21
• Initiate another request
• Update the URL
• Update the METHOD
• Read the response

22. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
Working Examples
©2020 Goodfriend Solutions LLC Slide 22

23. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
IMPORT DATA FROM ANOTHER SOURCE
• Connect directly to the source
• No file movements
• Automation 100% in the cloud
• Reduces automation build/maintenance
• Retrieves JSON from source and updates Essbase
• Example
• Load currency rates
• No need for users to remember to do it
• Updated as needed
• No planner data entry errors
©2020 Goodfriend Solutions LLC Slide 23

24. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
IMPORT DATA FROM ANOTHER SOURCE - SCRIPT
©2020 Goodfriend Solutions LLC Slide 24

25. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
RUNNING A BUSINESS RULE
• Connect to any environment
• Automation 100% in the cloud
• Reduces automation build/maintenance
• Retrieves JSON from source
• Example
• Execute a business rule with run time prompts
• Prompts an be entered or passed from another business rule
• Status is monitored until completion
• Job console contains detailed information
©2020 Goodfriend Solutions LLC Slide 25

26. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
RUNNING A BUSINESS RULE - SCRIPT
• Use global connection
• Setup URL, method, header, and payload
• Payload includes
• Business rule name
• Run time prompts
©2020 Goodfriend Solutions LLC Slide 26

27. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
RUNNING A BUSINESS RULE - SCRIPT
• Status is monitored until completion
• Additional REST requests are made every second
©2020 Goodfriend Solutions LLC Slide 27

28. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
SYNCHRONIZING DATA
• Real time data movement
• No scheduled tasks required
• Real time reporting
• Integrated mapping
• Automatic synchronization
• Other Planning plan types
• Other Planning environments
• Other systems (FCCS, OneStream, Anaplan, Azure, on premise relational)
©2020 Goodfriend Solutions LLC Slide 28

29. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
SYNCHRONIZING DATA - SCRIPT
©2020 Goodfriend Solutions LLC Slide 29

30. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
SYNCHRONIZING DATA - SCRIPT
©2020 Goodfriend Solutions LLC Slide 30

31. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
SYNCHRONIZING DATA – THE IMPORT
• Payload
"aggregateEssbaseData":true,
"cellNotesOption":"Overwrite",
"dateFormat":"DD/MM/YYYY",
"strictDateValidation":true
"dataGrid":
response from the previous request
©2020 Goodfriend Solutions LLC Slide 31

32. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
SENDING EMAILS
• Connect to Office365, Exchange, third party services
• Improves communication
• Introduces proactive care and reduces administrative overhead
• Uses
• Notify user after long running process completes
• Notify administrators when a business rule fails
• Example
• Send email from a business rule
• Run time prompts allow for rule to be accessed from other artifacts
©2020 Goodfriend Solutions LLC Slide 32

33. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
SENDING EMAILS - SCRIPT
• Connects to third party service
• URL, method, header, and payload is constructed
• Email components use RTPs to be dynamic and reduce redundant
scripts
©2020 Goodfriend Solutions LLC Slide 33

34. in HYPERION
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L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
UPDATE METADATA
• Connect directly to the source
• No file movements
• Automation 100% in the cloud
• Reduces automation build/maintenance
• Retrieves JSON from source and updates Essbase
• Example
• Update store hierarchy from BestBuy.com
©2020 Goodfriend Solutions LLC Slide 34

35. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
UPDATE METADATA - SCRIPT
• Setup connection to Best Buy
• Retrieve all stores with its ID, city, state(region), country, and long
name
• Authorization and payload is in the URL as parameters
• Save number of items in each query
• Save the number of iterations to be made (totalPages)
©2020 Goodfriend Solutions LLC Slide 35

36. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
UPDATE METADATA - SCRIPT
• Loop through each
group
• Add each city
identified
• Add each store
identified with ID and
Alias
• Small difference for
international stores
©2020 Goodfriend Solutions LLC Slide 36

37. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
UPDATE METADATA - RESULT
• Stores are consolidated to city
• City is consolidated to state
• States are organized into a
regions and divisions
(management hierarchy)
©2020 Goodfriend Solutions LLC Slide 37

38. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
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Using REST with EPM Cloud Planning
Before Concluding
©2020 Goodfriend Solutions LLC Slide 38

39. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
COMPONENTS
• Groovy
• Open source
• Here to stay
• Planning is built with Groovy
• Oracle exposes Groovy for us to use
• RESTful API
• Transfer information through website actions
• Enables actions to be initiated
• Add a member
• Export data
• Get prices for all Best Buy products in the photo department
• Retrieve real time baseball player statistics from MLB
• EPM Planning API
• Predefined objects and functions
©2020 Goodfriend Solutions LLC Slide 39

40. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
WHERE TO GO TO GET HELP
• In2Hyperion
• www.in2hyperion.com/adventures-in-groovy
• podia.in2hyperion.com
• REST API
docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/prest/toc.htm
• Groovy Javadocs
docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/groov/index.html
©2020 Goodfriend Solutions LLC Slide 40

41. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
15% OFF TODAY AND TOMORROW
• Discount location
• https://in2hyperion.podia.com/?coupon=2020NCOATUG
• http://bit.ly/2020NCOATUG
• Try before you buy
• Available until Friday at 11PM EST
• REST class will NOT be completed until November
• 2 of the 5 modules will be released within the week
©2020 Goodfriend Solutions LLC Slide 41

42. in HYPERION
ORACLE • EPBCS
L E A R N I N G C E N T E R
2 Module
15% off all training
http://bit.ly/2020NCOATUG
Using REST with EPM Cloud Planning
inHYPERION
OracleEPMl
LEARNINGCENTER
CURRENT CURRICULUM
©2020 Goodfriend Solutions LLC Slide 42
Class Price Modules
Sample Training FREE 2 Includes 2 updates to Groovy for EPM
Cloud Planning
Mastering The EPM Planning Javadocs $99.00 3 Essential content to be independent in
building Groovy calculations
Groovy for EPM Cloud Planning $849.00 11 11 (Including updates as included API is
updated)
Groovy for EPM Cloud Planning (Grid Builders
Only)
$199.00 3 For those that just want to master Grid
Builders, modules from Groovy for EPM
Cloud Planning
Using the REST API in Groovy Calculations for
EPM Cloud Planning
$449.00 5 Oct/Nov release date – Understanding
REST and using it in Groovy calculations