Groovy Scripting for Planning (EPBCS)

(3 days)


Implementation consultants, developers, technical system administrators.

Learning Objectives

By the end of this course you will be able to enhance the potential of Oracle's Planning Cloud (EPBCS) applications through the use of intelligent and dynamic Groovy Rules. This can be achieved by making use of a Groovy Rule’s ability to generate code dynamically at runtime, enabling more targeted and faster executing calculations.

Course Description

Groovy is an object-oriented programming language for the Java platform that can be used with Oracle's Planning Cloud subscriptions (and PBCS+1). Groovy Rules are created in Calculation Manager and are deployed, validated, and run within planning and budgeting applications, like standard business rules, however they provide a wealth of potential improvements over traditional rules. This three-day course focuses on the design of sophisticated Groovy Rules to address scenarios that normal business rules can't solve.

Groovy Rules focus calculations more specifically than traditional business rules, meaning that it is possible to calculate only what is absolutely required. This in turn leads to faster calculation and aggregation times and quicker availability of data in ASO reporting cubes. Groovy Rules can also interact with the data in a webform, providing a host of dynamic improvements to the user interface. This can be used to provide real-time feedback to users, allowing for sophisticated and highly visible data validation.

In this course, we’ll explore the fundamentals of Groovy scripting for the Oracle Cloud, from an introduction to syntax and setting up a development environment through to writing complex scripts that enhance and improve an application. We’ll investigate the Groovy Rules Java APIs and explore working with data and metadata to perform validations. We’ll also find out how to dynamically generate focused calc scripts at runtime, based on execution context. Additionally, attendees will be given the opportunity to explore how Groovy can be used to interact with the available REST APIs.

Course Information

Audience: Implementation consultants, developers, technical system administrators.

Duration: 3 days

Pre-requisites: None

Delivery method: ​

Advanced preparation: None

Recommended CPE credits: 21 credits 

Day Summary

Day 1: Groovy fundamentals, data types, syntax, creating Groovy Rules, development environment, Groovy Rules Java APIs, Cube Interface, Data Grid Interface.


Day 2: Working with Grids, Iterators, Changing Cell Colours, Data Grid Builder, Validation Rules, Working with Data, Working with Metatdata


Day 3: Performance Enhacements, Focused Calc Scripts, Focused Aggregation, Focused Smart Pushes, Monitoring Performance, Using Groovy to Interact witht he REST APIs. ​

Detailed Agenda

Groovy Fundamentals:

Explore the fundamentals that underpin the Groovy scripting language, from declaring and assigning variables to setting up a local development environment, helping to prepare and validate your code.

  • Groovy Basics

  • Data Types

  • Syntax Introduction

  • Use Cases in Enterprise Planning and Budgeting Cloud

  • Creating and Managing Groovy Rules

  • Setting up a Local Development Environment


Exploring the Groovy Rules Java APIs:

Discover how the Java API allows Groovy Rules to leverage the syntax and powers of the EPM Groovy object model.

  • The EpmScript Class

  • The Operation Class

  • The Application Class

  • The Cube Interface

  • The Data Grid Interface


Working with Grids:

Augment the end user experience by using Groovy to add interface enhancements, such as rich validations or more useful and detailed log messages.

  • Iterators

  • Changing Cell Colors

  • Altering Values

  • Log Messages

  • DataGridBuilder

  • Validation Rules


Working with Data:

Review how the available helper classes can be used to prepare on-screen data dynamically and how detailed validations can be added to prompts.

  • DataGridDefinitionBuilder

  • Run Time Prompts


Working with Metadata:

Discover how Groovy Rules can be used to interact with an application’s metadata, allowing adjustments to be made to an application on a dynamic and intelligent basis.

  • Adding Members

  • Renaming Members

  • Moving Members

  • Changing Member Properties


Improving Performance:

Learn how Groovy can be used to significantly improve the performance of routines beyond what is possible with traditional business rules.

  • Generating Focused Calc Scripts

  • Focused Aggregation

  • Focused Smart Pushes

  • Monitoring Performance


Additional Topics:

Explore how Groovy can be used to interact with the Oracle Cloud REST APIs, allowing you to perform numerous administration tasks in the application

  • Using Groovy to Interact with REST APIs


This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live Cloud environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.

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