FDMEE JythonScripting

Jython Scripting in FDMEE It's Not That Scary Tony Scalese Edgewater Ranzal

About Edgewater Ranzal

15 Years 700+ clients 1000+ projects

Focus Services People Methodology Customers Partnership

We offer a full spectrum of EPM/BI Services Financial performance, Legal, Segment & Mgmt Reporting, Financial Close HFM Optimization, Performance Lab SOX Compliance Support Installation, Upgrades, Migration, System Monitoring, Backup and Recovery, Disaster Recovery, Load Testing, Hardware Sizing, Exalytics Benchmarking

Business Intelligence

Consolidation

Strategic Finance, Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Financial Planning

Enterprise Planning Costing & Profitability Mgmt

Infrastructure

Data Integration, Financial Data Management, Data Warehousing, Master Data Management &DRM, ETL Services, Automation

Dashboards & Scorecards, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration

Data Services

Project Management

Training & Support Services

Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE Custom Training Delivery: Process & Reporting

HPCM Standard & Detailed Models, Waterfall Allocations, Activity Based Costing, Customer, Product & LOB Profitability

Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation

Support Services – Infrastructure & Application Support Contracts

Agenda




Jython Overview Configuring Eclipse FDMEE Scripting Configuration

Let’s Get It Out of the Way


Why Jython and not VBScript? ● Jython is the strategic direction of Oracle development ● Jython is platform independent ● The API supporting Jython scripting will continue to be enhanced ● Jython error handling is more elegant and robust

Jython Basics









Python programming language written in JAVA Syntax is more sensitive than VBScript Variable data type is critical; declaration is implicit Comment characters: # or ‘’’’’’ import statement allows easy reuse of code Far more robust error handling Familiarize yourself with camelCase Not that different than VBScript

Script Format


Import JAVA classes import java.sql as sql




Utilize Try...Except try: Code to execute except: Error handling

Commonly Used JAVA Classes






Sys, Traceback: Can be used to get detailed error information including line in script producing error Java.sql: Used to interact with remote databases Smtplib: Used for email generation

Jython String Manipulation Method

Functionality

count(Substring,[Start],[End])

Number of times substring occurs

endswith(Suffix,[Start],[End])

Boolean result; does string end with suffix

find(substring,[Start],[End])

Returns position where substring is found

isdigit()

Boolean result; is string all numbers

isspace()

Boolean result; is string all spaces

lower()

Puts still in all lower case, similar to lcase

replace(old,new,[count])

Replaces text in string

split([separator],[max split])

Returns a list, string is divided by separator

startswith(prefix,[Start],[End])

Boolean result; does string start with prefix

strip([characters])

Removes specified character(s) from string

upper()

Puts still in all upper case, similar to ucase

zfill(width)

Returns numeric string filled left with zeros

Jython Statements Jython

VBScript

If Then

if x == 100: elif x == 200: else:

If x = 100 then Elseif x = 200 then Else End if

Case

No native statement; utilize dictionary or If Then statements

Select Case x Case 100 Case 200 Case Else End Select

Jython Iteration Jython

VBScript

Do Loop

while x 0: aSegments = strField.split(‘.’) sCC = aSegments[2] return sCC

Temporary Variables (RES.pVarTempx)




No longer limited to 5 Declare a variable before the function Designate the variable as global

strDept = “” def Nvision_Entity(strfield,strrecord): if strrecord[1:5] == “Dept:”: global strDept strDept = strrecord[6:9] return strfield

Using Temporary Variables


Simply return temporary variable in “assign” script

def Nvision_C1(strfield,strrecord): return strDept

Mapping Scripts






Similar in concept to varValues Be careful of overuse due to performance impacts Enter #SCRIPT to activate script section of maps fdmRow.getString(“FieldName”) fdmResult = “Mapped_Result”

Event Scripts





Execute during defined events within the application Fewer than FDM Classic, notably StartUp, POVChanged Scope needs to be well defined to ensure process only executes when needed No need to declare function ● def BefImport():  Not needed

Events – Before and After Event

Description

FDM Classic Equivalent

Import

Executes any time the import process is executed

ImportAction, FileImport

Calculate

Before & After Logic groups and maps processing

Calculate

ProcLogicGrp When logic groups are assigned

ProcLogicGroup

ProcMap

Executes ONCE during mapping application

ProcMap

Validate

Validate workflow step

Validate

ExportToDat

Export workflow step

ExportToDat

Load

Export workflow step

Load

Consolidate

Export workflow step

Consolidate

Check

Check workflow step

Check

Custom Scripts



Custom scripts are used to extend the functionality of FDMEE Custom script are organized in groups ● Scripts can be assigned to multiple groups




Custom scripts are registered ● Similar to Menu Maker specifying a caption ● Parameters can be added to make a script more dynamic





Custom scripts can executed from web UI No need to declare function ● def ER_OutputData():  Not needed

Custom Script Registration


Create a group ● Logical grouping that a user can select ● ●




By Region: North America, EMEA, Asia Pacific By Purpose: Data Exports, Budget, Actuals

Register script to group ● Add parameters if applicable

Executing Custom Scripts



Select Group Select Script & click Execute ● Specify parameters if applicable




Select Execution Mode and click OK

Development Mode



Used to test code without actually impacting the data in FDMEE 4 sections: 1. 2. 3. 4.




Initialize dev mode Populate context Custom code Clean-up actions

Once code is tested, sections 1, 2 & 4 can be removed, handled natively by the application

FDM Context


Each execution includes a collection of information

Commonly Used

Occasionally Used

Rarely Used

APPID CATKEY CATNAME CHKSTATUS EXPSTATUS IMPSTATUS INBOXDIR LOADID LOCKEY LOCNAME OUTBOXDIR PERIODNAME PERIODKEY PROCESSSTATUS SCRIPTSDIR VALSTATUS

EXPORTFLAG EXPORTMODE FILEDIR FILENAME IMPORTFLAG IMPORTFORMAT IMPORTMODE MULTIPERIODLOAD RULEID RULENAME SOURCENAME SOURCETYPE TARGETAPPDB TARGETAPPNAME

BATCHSCRIPTDIR EPMORACLEHOME EPMORACLEINSTANCEHOME

Initialize Development Mode import java.math.BigDecimal as BigDecimal import java.sql as sql import com.hyperion.aif.scripting.API as API fdmAPI = API() conn = sql.DriverManager.getConnection("jdbc:oracle:thin:@server:port:SID", "user", "password"); conn.setAutoCommit(False) fdmAPI.initializeDevMode(conn); print “Connected”

Populate Context fdmContext = fdmAPI.initContext(BigDecimal(LoadID)) print “Location Name: “ + fdmContext[“LOCNAME”]

Clean-up Action


fdmAPI.closeConnection();

Useful FDM APIs








getPOVLocation(LoadID), Category, StartPeriod, EndPeriod: Returns key, not text executeDML(query,param_list) getCustomScriptParameterValue(loadID,param): Load ID is optional executeQuery(query,parameters): Returns recordset showCustomFile(FilePath): Display file showCustomMessage(message) logFatal(message), Error, Warn, Info, Debug

Integrating Data from Relational Sources






The BefImport event script is used in conjunction with the Open Interface adaptor to import data from relational source This approach replaces import integration scripts from FDM Classic Check out Mike Casey’s presentation - Using the Open Interface Adapter in FDM Enterprise Edition 11.1.2.3 - on 6/25 from 2-3 for a deep dive into the setup

BefImport Script Sample - Setup import java.text.SimpleDateFormat as SimpleDateFormat import java.sql as sql strPOVPer = fdmContext["PERIODKEY"] strYear = SimpleDateFormat("yyyy").format(strPOVPer) lngMonth = SimpleDateFormat("MM").format(strPOVPer) strMonth = SimpleDateFormat("MMM").format(strPOVPer) batchName = "MatchDataLoadRuleParam"

BefImport Script Sample – Build Query insertStmt = """ INSERT INTO AIF_OPEN_INTERFACE ( BATCH_NAME ,YEAR ,PERIOD ,PERIOD_NUM ,CURRENCY ,COL01 ,COL02 ,AMOUNT ) VALUES ( ? ,? ,? ,? ,? ,? ,? ) """

BefImport Script Sample – Run Query #Connect to source DB sourceConn = sql.DriverManager.getConnection("jdbc:oracle:thin:@Serv er:Port:SID","User","Password"); #Build SELECT statement to get data to insert selectStmt = "Select * from table \n" selectStmt = selectStmt + "Where 1=1 \n" #Run the query to get the data stmt = sourceConn.prepareStatement(selectStmt) RS = stmt.executeQuery()

BefImport Script Sample – Import Data #Loop through the data and import it into the Open Interface table while(RS.next()): params = [ batchName, strYear,strMonth,lngMonth, "USD", RS.getString("Account"), RS.getString("Entity"), RS.getBigDecimal("Amount") ] fdmAPI.executeDML(insertStmt, params, False) fdmAPI.commitTransaction() #Close the connection RS.close() sourceConn.close()

Questions