Connectors → Oracle EPM

About Oracle EPM

Oracle Enterprise Performance Management (EPM) is a software that analyzes your business. It helps your organization to review and analyze financial reports to plan, budget, forecast, and report on business performance. You can use Oracle EPM to consolidate and finalize financial results.

About the Oracle EPM Connector

With the Oracle EPM connector, you can get financial data from Oracle EPM inside Incorta. You can create dashboards and insights based on this financial data to help your organization make good decisions and improve its financial performance. In addition, you can extract the data for planning, budgeting, and speeding up the financial consolidation and close processes.

Important

The Oracle EPM connector is a preview connector. Contact Incorta Support if you want to use it in production environments.

The Oracle EPM connector supports the following Incorta specific functionality:

Feature	Supported
Chunking
Data Agent
Encryption at Ingest
Incremental Load
Multi-Source	✔
OAuth
Performance Optimized	✔
Remote
Single-Source	✔
Spark Extraction
Webhook Callbacks	✔

Steps to connect Oracle EPM and Incorta

To connect Oracle EPM and Incorta, here are the high level steps, tools, and procedures:

Create an external data source
Create a schema with the Schema Wizard
or, Create a schema with the Schema Designer
Load the schema
Explore the schema

Create an external data source

Here are the steps to create an external data source with the Oracle EPM connector:

Sign in to the Incorta Direct Data Platform™.
In the Navigation bar, select Data.
In the Action bar, select + New → Add Data Source.
In the Choose a Data Source dialog, in Database, select Oracle EPM.
In the New Data Source dialog, specify the applicable connector properties.
To test, select Test Connection.
Select Ok to save your changes.

Oracle EPM connector properties

Here are the properties for the Oracle EPM connector:

Property	Control	Description
Name Your Data Source	text box	Enter a name for your data source
Server URL	text box	Enter the URL for the Oracle EPM Services REST API in the following form `https://<SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com/`
Application Name	text box	Enter the application name. The default is VisCnsl
Username	text box	Enter your username
Password	text box	Enter your password
MetaData Job Name	text box	Enter the metadata job, the dimension data
Data Job Name	text box	Enter the data job (fact data) name
Anchor Dimension Name	text box	Enter the column name of the anchor dimension data values
Number Of Anchor Dimension Columns	text box	The number of columns that contain anchor dimension IDs in the extracted metadata .csv file
Cache Expiration In Mins	text box	Enter the expiration time of the job file. The default is 30.
Point Of View Dimensions	text box	Enter comma separated names of dimensions in the order in which the Point of View (POV) data is in

Create a schema with the Schema Wizard

Here are the steps to create an Oracle EPM schema with the Schema Wizard:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the Schema Manager, in the Action bar, select + New → Schema Wizard.
In (1) Choose a Source, specify the following:
- For Enter a name, enter the schema name.
- For Select a Datasource, select the Oracle EPM source.
- Optionally create a description.
In the Schema Wizard footer, select Next.
In (2) Manage Tables, in the Data Panel, first select the name of the Data Source, and then check the Select All checkbox.
In the Schema Wizard footer, select Next.
In (3) Finalize, in the Schema Wizard footer, select Create Schema.

Note

All the joins between the Fact table and other tables mentioned in Point of View Dimensions are created automatically according to the relation, in addition to a join between the Fact file and the Anchor Dimension table.

Note

You can only use the Schema Wizard to create a schema for the Oracle EPM connector.

Oracle EPM data source properties

For a schema table in Incorta, you can define the following Oracle EPM specific data source properties as follows:

Property	Control	Description
Type	drop down list	Default is Oracle EPM
Data Source	drop down list	Select the Oracle EPM data source
Callback	toggle	Enable this property to expose the Callback URL field
Callback URL	text box	This property appears when the Callback toggle is enabled. Specify the URL.

View the schema diagram with the Schema Diagram Viewer

Here are the steps to view the schema diagram using the Schema Diagram Viewer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the Oracle EPM schema.
In the Schema Designer, in the Action bar, select Diagram.

Load the schema

Here are the steps to perform a Full Load of the Oracle EPM schema using the Schema Designer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the Oracle EPM schema.
In the Schema Designer, in the Action bar, select Load → Load Now → Full.
To review the load status, in Last Load Status, select the date.

Explore the schema

With the full load of the Oracle EPM schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.

To open the Analyzer from the schema, follow these steps:

In the Navigation bar, select Schema.
In the Schema Manager, in the List view, select the Oracle EPM schema.
In the Schema Designer, in the Action bar, select Explore Data.

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