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Clearing Data in the Oracle Planning and Budgeting Cloud Service (PBCS) Simplified Interface
Posted on March 22, 2017
Author: Ben Hogle, Performance Architects

If you’ve ever loaded data into Oracle Planning and Budgeting Cloud Service (PBCS), you’ve almost inevitably had to clear data from your ASO and/or BSO cubes. Maybe you goofed, maybe something changed; it doesn’t matter, your data must be purged and reloaded; and the ability to clear large amounts of data relatively easy is a life saver for many of us in this business. This is generally a simple process that can be completed with a few simple steps.

Within the system, users can clear numerical cell data as well as additional cell details such as annotations and supporting details.  We’ll focus only on clearing numerical data in this blog post.

As most of you likely know by now, Oracle will discontinue use of the Standard Interface late this calendar year so I will only show how to do these tasks in the Simplified Interface (Need more information on this topic?  Check out the Performance Architects blog post: Oracle Planning and Budgeting Cloud Service (PBCS): Twelve Month Farewell Tour for the “Standard Interface”).

Clearing Data from cubes in the Simplified Interface can be very simple and easy by following a few quick steps:

  • From the home screen click: “Application>Overview”

  • Near the top right-hand side click: “Actions>Clear Cube”

  • Click: “Create”

  • Name your job and select the cube to be cleared from the drop down list, then select what data to clear.
    • The choices for a BSO cube clear are:
      • Clear All – Delete all data
      • Upper-Level Blocks – Delete data in upper level blocks only
      • Non-Input Blocks – Delete data in non-input blocks only
      • Dynamic Blocks – Delete dynamic block data only
      • Empty Blocks – Delete only blocks with values of: #MISSING
  • An ASO cube clear offers fewer options:
    • Clear All – Delete all data
    • All Aggregations – Delete all aggregated values
    • Partial Data – Clear data from a specific location (i.e., data attached to a specified scenario, version, etc.); Partial Data clear also lets the user decide whether they want a logical clear (essentially zeroing out the numbers) or a physical clear (actually removing all values from each cell)
  • Directly below are the BSO cube clear options and second below are for the ASO cube clear.

BSO

ASO

  • When finished select “Save and Close.” After the job is saved, you can then run the action

When you have finished adding and running the action, you’ll want to go through the data and verify that it has all been cleared from the proper cube that you selected. To do this, simply go to any created forms or reports that have previously been generated and verify that no data exists in the cube(s) that were cleared.

Several other ways to clear data exist, but I don’t have enough time in one blog entry to discuss them all. Please feel free to reach out us at communications@performancearchitects.com if you have any questions about clearing data in the PBCS Simplified Interface.

 

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