Enterprise Data Management Deep Dive - Part III: Exploring the Understated Features of EDM

Published June 24 2020 by Kevin Black
Back to insights

Introduction

Welcome to a new blog series focused on recent – and perhaps overlooked and less understood - features and enhancements in Oracle Enterprise Data Management (EDM). The objective is to clarify and highlight the subtle, but powerful, features now available in EDM.

The previous posts in this series focused on the EDM search engine and the EDM Import function. For this final entry of the blog series, I’d like to focus on:

  • Property templates
  • Data storage property expressions
  • Multi language capabilities

Property Templates

One tremendous advantage with EDM is the packaged adapters. Packaged adapters not only offer built-in validations, and integration to target applications, but they greatly simplify the application setup process; step through a registration wizard, specify a few parameters, and voila! Your application, dimensions, and properties are magically built and ready to be filled with all kinds of warm, gooey goodness (or if you prefer, hierarchies and mappings).

For those keeping score at home, EDM now offers 6 packaged adapters:

  • Planning (PBCS)
  • Planning Modules (EPBCS)
  • Financial Consolidation and Close (FCCS)
  • Financials Cloud General Ledger
  • E-Business Suite General Ledger
  • Custom

See that last one? The custom or universal, adapter is critical when integrating EDM with applications not covered by the first five adapters. Even though the application registration process is more involved with the custom adapter, one item can help property templates.

When you are registering your application and adding properties to your node types, EDM offers several property templates to base your new property upon. Some of the property templates are your typical, data type templates, (e.g. String, Boolean, Date, Integer, Memo, etc.). But there are many others available. As an example, if you need to create a Data Storage or Aggregation property, you can use the provided property templates which will pre-populate the settings for you. See Figure 1.

Use these property templates to save time and enforce consistency in list values, min/max length, default values, and inheritance.

Figure 1

Data Storage Property Expressions

With the welcome introduction of Expressions (or Derived Properties) to EDM, you can find many opportunities to streamline hierarchy maintenance for EDM users. One such opportunity is the Data Storage property. When you are creating Planning applications in EDM, you will have a default property (cleverly named Data Storage), as well as Data Storage properties for each cube/plan type in your application. Keeping these property values in sync can be a challenge, and it is a hassle to update multiple data storage properties on a single node to keep them consistent.

Now, with derived properties, it’s very easy to create a simple expression that will set the cube/plan type-specific data storage properties to the default data storage value. Problem solved! The EDM user can focus on maintaining the default data storage property and know the other data storage properties will follow along automatically. Plus, for you rascals out there, you can still override data storage values for specific plan types to differ from the default value, if needed.

  • Interesting side note: what I described above has become such a common thing to do in EDM implementations that Oracle will be providing these data storage expressions out of the box in a future release.

Multi-Language Capabilities

Did you realize EDM can support multi-language, simply by modifying your browser setting? But it’s also important to understand the different categories of data within the EDM product and how they manage multi-language capabilities:

Many thanks to Rahul Kamath, Director, Product Management at Oracle, for providing clarification on these capabilities!

Category

Category Details

Multi-Language Support

System labels and messages

Menu items, button labels, messages, UI labels

Multi-language available; controlled by browser setting

System-defined metadata

Out-of-the-box, packaged application content and core properties

Defaults to English; multi-language not available

User-defined metadata

Data chain objects (node types, hierarchy sets, node sets), application and dimension names, expressions, etc.

Stored in the language it was created (but not translated)

User-defined data

Member names, request descriptions, request comments, etc.

Stored in the language it was created (but not translated)

See Figure 2 for screenshots demonstrating these capabilities.

Figure 2

Summary

That concludes this blog post and this 3-part blog series, so I hope it was helpful to understand these less obvious but very important features in EDM.

I’d love to hear any comments, questions, and suggestions, so please reach out,  and the  May 2020 EDM release contained several new features, so check back soon for my next post!

For comments, questions, or suggestions for future topics, please reach out to us at infosolutions@alithya.com.  Visit our blog regularly for new posts about Cloud updates and other Oracle Cloud Services such as Planning and Budgeting, Financial Consolidation, Account Reconciliation, and Enterprise Data Management.  Follow Alithya on social media for the latest information about EPM, ERP, and Analytics solutions to meet your business needs.

 

Contact us