Simplifying Oracle EPM: Understanding Groovy Scripting Basics for Forecasting


Oracle EPM’s integration with Groovy scripting offers a powerful tool for automating and streamlining financial processes. Groovy, a dynamic scripting language, enhances Oracle EPM’s capabilities, allowing for more efficient and accurate financial planning. This article delves into how Groovy scripts can be utilized in Oracle EPM, with a focus on automating forecast updates based on actual data, and provides a detailed explanation of how the script functions.

Understanding Groovy Scripting in Oracle EPM

Groovy scripting in Oracle EPM is a game-changer for financial teams. It allows for the automation of tasks, data validation, and complex calculations, reducing manual effort and the potential for errors. Let’s explore an example script that automates the process of updating financial forecasts.

Example Groovy Script for Forecast Adjustment

Here’s a simple Groovy script used in Oracle EPM for updating forecast data based on actuals:

// Import necessary classes
import com.hyperion.planning.HspMember;
import oracle.epm.scripting.api.*;

// Define the members
String actualScenario = "Actual";
String forecastScenario = "Forecast";
String version = "Working";
String year = "FY2023";
String account = "Expenses";

// Retrieve the actual and forecast data
double actualData = PlanningData.getCell(actualScenario, version, year, account).getValue();
double forecastData = PlanningData.getCell(forecastScenario, version, year, account).getValue();

// Check if actual expenses are more than 10% higher than forecast
if (actualData > forecastData * 1.10) {
    // Update the forecast to match the actuals
    PlanningData.setCell(actualData, forecastScenario, version, year, account);
    println("Forecast for " + account + " updated to match actuals.");
} else {
    println("No update needed. Forecast within acceptable range.");

// Save changes;

Breaking Down the Script:

  1. Import Statements:
    • import com.hyperion.planning.HspMember;
    • import oracle.epm.scripting.api.*;
    These lines import necessary classes from Oracle EPM’s scripting API, enabling the script to interact with the planning application.
  2. Defining Members:
    • String actualScenario = "Actual"; and similar lines define variables for the script, such as the scenarios (Actual and Forecast), version, year, and account. These variables are used to specify where to retrieve and update data.
  3. Retrieving Data:
    • double actualData = PlanningData.getCell(actualScenario, version, year, account).getValue();
    This line retrieves the actual data for the specified account. The getCell method is used to access the data cell in the planning application.
  4. Comparison and Conditional Logic:
    • The if statement checks if the actual expenses exceed the forecast by more than 10%. This conditional logic is crucial for determining whether an update is needed.
  5. Updating Forecast:
    • PlanningData.setCell(actualData, forecastScenario, version, year, account);
    If the condition is met, this line updates the forecast data to match the actual data.
  6. Logging and Saving:
    • The println statements provide feedback in the script log, indicating whether an update was made.
    •; saves the changes to the planning application.

Benefits of Using Groovy Scripts in Oracle EPM

Groovy scripts offer efficiency, accuracy, flexibility, and scalability. They can be customized to fit specific business rules and scenarios, making them a versatile tool for financial teams.

Implementing Groovy Scripts

Effective implementation of Groovy scripts in Oracle EPM requires a good understanding of your financial processes. Collaboration between IT and financial teams is key to identifying automation opportunities and developing accurate scripts.


Groovy scripting in Oracle EPM is a powerful tool for enhancing financial forecasting. By automating key processes and improving data accuracy, Groovy scripts can significantly boost the efficiency and reliability of financial planning. As businesses navigate complex financial landscapes, leveraging advanced tools like Groovy scripting becomes increasingly important.

Kelly Adams
Kelly Adams
Kelly is an expert in Oracle Enterprise Performance Management (EPM), skilled in implementing and optimizing this tool for enhanced business performance. Her expertise encompasses system customization, user training, and staying abreast of the latest EPM technologies. Kelly's proficiency in Oracle EPM is a valuable asset to organizations aiming to leverage technology for improved decision-making and process efficiency.


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