Oracle EPM Planning Cloud “batch-bursting” allows you to bundle reports so that they can be scheduled and delivered via email or deposited in the repository. Job bursting allows you to execute these reports multiple times for different members of a chosen dimension.
In this blog post, we walk through setting up a monthly export of a budget report that will be emailed out to multiple department heads using Oracle Planning and Budgeting Cloud Service (PBCS). Using burst reporting, we can ensure that each department head receives a report only for the department they are responsible for.
From the main menu in PBCS, click the “Navigate” icon and select “Explore Repository” under the “Reporting” heading. This brings up the “EPM Cloud Repository” window. The first thing you’ll need create is a batch file containing the report you want to “burst” out.
Using the navigation pane on the left, go to the directory you’d like to store the batch file in. From there, select “File > New > Document” from the navigation pane. In the “New Document” tab that opens, select “Batch Reports for Scheduling” and click “Next.”
This is where you’ll select the report that you want to send out. Navigate to the directory where the report is stored, highlight it, and click the arrow to move that report to the “Selected Items” pane.
Once this is done, click “Finish” and you should be brought to a “New Document” tab for your batch file.
From here, you can name the file by clicking “File > Save.” After the batch is saved, you can close this tab and move back to the previous tab, where you should see your newly created batch file in the repository window.
With the “Batch File” saved, you can now begin the scheduling process. Start by selecting “Batch Scheduler” from the “Tools” menu.
This will open the “Batch Scheduler” tab. From here you should select “New Scheduled Batch” from the “File” menu.
Enter a name and, optionally, a description for this process. If this is meant to be a one-time execution, you can check the “Delete Scheduled Batch Entry from Scheduler if Completed Successfully” checkbox to prevent this job from cluttering up the repository. Otherwise, leave the box unchecked so we can continue to run this job in the future.
Next, select the “Batch” that we created earlier in the process.
Before we begin setting up the schedule, you’ll be prompted for login credentials to the server and database.
The next step will be to choose the frequency of your schedule. For this demonstration, you’ll perform the batch once using the “Perform Now” option, but an automated schedule can be set up easily using the other options.
Next, you’ll select the “Point of View” (POV) for the report. For this report, the POV consists of the Period, Years, and Department dimensions. You can leave the “Department” selector alone, since that’s what you’ll be “bursting” on in the next step.