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Best approach to build OAC reports for EPM cloud data

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Hello All,

We have a requirement to build reports in OAC for EPM cloud planning data, what is the best approach to do achieve this?

Direct connection to EPM cloud from OAC DV.

RPD (connect to EPM and model the data).

Use ODI to extract data from EPM cloud and load into DW .

Appreciate any insights on this, thanks in advance.

Thanks

Best Answer

  • You need to essentially build the POV via Filters.

    You will also need to change properties on filters to not limit values based on other dimensions

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Answers

  • Hi Santosh,

    I had the same question few years ago in my previous work experience. I think for a quick real-time dashboard, it's always good to start with a direct connection to EPM cloud from OAC DV with the dedicated connector.

    Now, most of the time, based on your use case, it's also better to do the RPD or ODI extract route. So you can easily model it with other subject areas and dataset.

    I will let other EPM experts to answer. Soon you will be able to join a EPM/OAC user group and discuss this use case with them.

  • Santhosh_N
    Santhosh_N Rank 3 - Community Apprentice

    Hi @Benjamin Arnulf-Oracle

    Thanks for your response.

    I tried with the direct connection to EPM cloud and it's not working as expected, when i add one column from a dimension it displays data but when i add another column from a different dimension (both are from same cube), it is not returning any data. I am not sure if i have to change any settings for cube datasets.

    We have on-prem ODI 12c and EPM is on Cloud, I am looking into the possibility of loading EPM cloud data into Oracle DW tables and then use these tables as a source for the DV report.

    Thanks

    Santhosh

  • When you work with EPM Data in OAC you need to set filters for all dimensions or have on pivot, like you would with POV in Smart View.

  • Ambient
    Ambient Rank 5 - Community Champion
    edited May 13, 2025 5:33AM

    Hi @Santhosh_N,

    You should engage a SME on the EPM side that understands the data in the cube that you are building the DV Report on top of. You can't think of Essbase as just a fact table, given its multi-dimensional nature.

    It will be helpful for you to have the SME show you how to prototype the data set you want, by using SmartView.

  • Santhosh_N
    Santhosh_N Rank 3 - Community Apprentice

    Hello @Wayne Van Sluys

    Thanks for your response. I tried with adding two columns with filters applied on both columns but still did not return any data. Can you share any documentation link (if any) for building reports in the DV for EPM data?

    Thanks

  • Santhosh_N
    Santhosh_N Rank 3 - Community Apprentice

    Hello @Ambient

    Yes, i am working with an EPM specialist, he was able to quickly build the prototype in smartview but adding the same columns to the DV workbook is not returning any results. Please share any document links for building these type of reports in DV.

    Thanks

  • @Santhosh_N

    Please show me the list of dimensions and the filter bar.

  • Hi @Santhosh_N , please check the answer Wayne. He provided the best screenshot.

    One important thing to notice is that you tried to build an table with only referencing 2 filters in your point of view (POV): Account Default and Entity Default.

    As shown by Wayne, you need to reference ALL of your cube dimensions in you POV Filter bar.

  • Santhosh_N
    Santhosh_N Rank 3 - Community Apprentice

    Thanks @Wayne Van Sluys

    So I need to reference all the dimensions in my cube in the filter bar with this filter property (filters to not limit values based on other dimensions) even i am not using all of them in the report, correct?

    Thanks