How to Schedule Reports in Oracle EPM (Hyperion) using UiPath: Part Two of UiPath Blog Series

I hope you’re enjoying the “UiPath” blog post series; here is a link to the previous installment (Part One) to provide some helpful background. In this post, I focus on how to use UiPath to schedule Oracle EPM Cloud (Hyperion) reports.

As a quick recap, UiPath is a leading Robotic Process Automation (RPA) solution that can be used to automate processes in a user-friendly way. It can record a planner’s behaviors to minimize cumbersome, manual work.

Scheduling Reports in Oracle EPM Planning Cloud

From a budgeting, forecasting and planning perspective, extracting reports out of a planning system and getting them to team members as soon as possible is always critical, especially since some department heads or other leaders may not have access to this system and need to access reports via other means.

Logging into the system, selecting a department, running a report, printing as a PDF file, saving to a shared folder, and sending emails out can easily take 15-20 minutes per report. If you are looking at the whole team, the time spent on this tedious work is too time-consuming. The good news is that using an RPA tool like UiPath can help you to automate this process. UiPath works for both on-premises Oracle Hyperion Planning as well as Oracle EPM Planning Cloud.

Oracle Planning Cloud UiPath Studio Process Design

I’ll now walk you through a UiPath process design example. To start, I’m using UiPath Studio to create a new process and sequence. UiPath does provide a fully functional and free Community Edition. To get UiPath studio, simply go to the UiPath website and download the solution.

The following example shows how to schedule reports from an Oracle Planning Cloud system. In order to make the automation process as flexible as possible, I’ve saved an email address list and other credential-related information to a variable file. The high-level UiPath steps are as the following:

  1. Read and store an email address list from an Excel file

  2. Read and store the planning admin ID and password

  3. Read and store report names

  4. Open a browser

  5. Log into the planning application

  6. Select a specific report

  7. Update prompt window year, department, etc.

  8. Run the report

  9. Save the report as a PDF file

  10. Save the file to a local folder and rename it

  11. Send the report as an attachment to the emails that have been defined earlier

  12. Schedule this process

First, read the email list that will be sent out later, including admin credentials, report names, and other related variables.

Then, automate the login process, as we discussed in the previous UiPath blog post here.

Run a specific report, and don’t forget you’ll need to consider the prompt windows for most cases! The prompt windows are designed for years, months, departments, etc.

Send the reports out as attachments and schedule this process.

RPA UiPath Automation

Once the process is established, you can simply trigger the automation process from the ribbon.