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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.

Oracle EPM Connector Updates

This section is to explore the updates in the newer versions of the Oracle EPM connector available on the Incorta connectors marketplace.

In order to get the newer version of the connector, please update the connector using the marketplace.

VersionUpdates
2.0.0.3Enhanced new version to discovering and extracting multi-parts in case of having huge amount of data in the data source.
2.2.1.1Requires upgrading the cluster to release 2024.7.x or 2024.1.7.
  ●  Support for OAuth 2.0 authentication

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:

FeatureSupported
Chunking
Data Agent
Encryption at Ingest
Incremental Load
Multi-Source✔
OAuth✔ (starting 2024.7.x and 2024.1.7)
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

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.
Note

EPM metadata and data jobs have to be setup so that the files generated are comma separated and use newline as the row separator. Please refer to Oracle documentation for more information.

Oracle EPM connector properties

Here are the properties for the Oracle EPM connector:

PropertyControlDescription
Name Your Data Sourcetext boxEnter a name for your data source
Server URLtext boxEnter the URL for the Oracle EPM Services REST API in the following form https://<SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com/
Application Nametext boxEnter the application name. The default is VisCnsl
Authentication Typedropdown listThis option is available starting 2024.7.x and 2024.1.7.
Select the authentication type:
  ●  Basic: via a username and password
  ●  OAuth 2.0 via a client ID and secret
Usernametext boxEnter the username.
This option is available when you select the Basic authentication type.
Passwordtext boxEnter the password.
This option is available when you select the Basic authentication type.
Oracle Cloud Identity Service URLtext boxEnter the Oracle Identity Cloud Service URL associated with the EPM applications Instance.
This option is required when you select the OAuth 2.0 authentication type.
Client IDtext boxEnter the client ID.
This option is required when you select the OAuth 2.0 authentication type.
Client Secrettext boxEnter the client secret
This option is required when you select the OAuth 2.0 authentication type.
Scopetext boxSpecify the scope of the access request, whether the scope of the Oracle resource or the service URL (Primary Audience) concatenated with the API. You can specify multiple scopes as a space-delimited list.
This option is required when you select the OAuth 2.0 authentication type.
AuthorizebuttonSelect the button to authorize Incorta using the provided OAuth 2.0 credentials.
This option is available when you select the OAuth 2.0 authentication type.
Use Download LinkstoggleEnable this option to use links to download Data and Metadata files directly from EPM files repository instead of running the jobs (must contain the FILE_NAME.zip).
MetaData Job Nametext boxEnter the metadata job, the dimension data.
This option is available when Use Download Links is disabled.
Data Job Nametext boxEnter the data job (fact data) name.
This option is available when Use Download Links is disabled.
MetaData Download Linktext boxEnter the metadata download link.
This option is available when Use Download Links is enabled.
Data Download Linktext boxEnter the data download link.
This option is available when Use Download Links is enabled.
Anchor Dimension Nametext boxEnter the column name of the anchor dimension data values
Number Of Anchor Dimension Columnstext boxThe number of columns that contain anchor dimension IDs in the extracted metadata .csv file
Cache Expiration In Minstext boxEnter the expiration time of the job file. The default is 30.
Point Of View Dimensionstext boxEnter comma separated names of dimensions in the order in which the Point of View (POV) data is in
Extra Optionstext boxEnter supported extra options in the form of key=value.

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:

PropertyControlDescription
Typedrop down listDefault is Oracle EPM
Data Sourcedrop down listSelect the Oracle EPM data source
CallbacktoggleEnable this property to expose the Callback URL field
Callback URLtext boxThis 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 → Full Load.
  • 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.