Incorrect Data from File Loads in Data Management

I encountered an issue with a data load and in hindsight I should have known right away where to look.  Actuals are loaded during close through an automated process utilizing EPM Automate and Data Management.  The process has been working without issues since it was implemented.  But recently we needed to manually reload some prior periods due to … Continue reading Incorrect Data from File Loads in Data Management

DM, MR, and a Function

In keeping with the name of this site, this post will be a few random EPM items.  I believe each to be useful information, but not necessarily needing a dedicated post by themselves. PeriodsToDate Function The function PeriodsToDate can be a very useful function.  It is commonly used in a View dimension to get QTD … Continue reading DM, MR, and a Function

Data Management Tips

I’ve been working on data integrations in EPM Cloud Planning using Data Management.  I haven’t done a lot with Data Management over the last few projects, so I had to re-learn a bit as I was configuring these integrations.  Here are some things, in no particular order, that I came across to keep in mind … Continue reading Data Management Tips