Drill Through to Another App in Oracle EPM Using Action Menu and Direct URL

In Oracle EPM Cloud, seamless navigation between applications is crucial for efficient data analysis and user experience. One powerful feature that enables this is the ability to drill through from one application to another—especially after a data push or integration via Data Management or Data Push. This blog post explores how to set up such drill-through functionality using Action Menus and Direct URLs.

Why Drill Through?

After pushing data from one Oracle EPM application to another (e.g., from a source Planning app to a target Reporting app), users often need to validate or analyze the pushed data. Instead of manually navigating to the target app and locating the relevant form or dashboard, you can configure a direct link that takes users exactly where they need to go—with the right context (POV) pre-selected.

Step-by-Step: Setting Up Drill Through with Action Menu and Direct URL

1. Understand the Direct URL Format

Oracle EPM supports direct URLs to forms and dashboards. Here's the general format:

For Forms:

https://<virtualhost>/HyperionPlanning/faces/LogOn?Direct=True&ObjectType=FORM&ObjectName=<FormName>&POV=<POV>

For Dashboards:

https://<virtualhost>/HyperionPlanning/faces/LogOn?Direct=True&ObjectType=DASHBOARD&ObjectName=<DashboardName>&POV=<POV>

URL Parameters Explained:

• virtualhost: Your Oracle EPM Cloud instance URL (e.g., https://demo-test-demo.pbcs.us2.oraclecloud.com)
• Direct=True: Always set to True to enable direct navigation
• ObjectType: Either FORM or DASHBOARD
• ObjectName: The exact name of the form or dashboard (replace spaces with %20)
• POV: Comma-separated list of member names (e.g., FY25,Jan,Actual)

2. Create an Action Menu in the Source App

To make this URL accessible from a form:

• Go to Navigator > Tools > Action Menus
• Create a new Action Menu item:
  • Label: e.g., Drill to Reporting App
  • Type: URL
  • URL: Paste your constructed direct URL
• Assign the Action Menu to the relevant form(s)

3. Dynamic POV Handling (Optional but Powerful)

To make the drill-through context-sensitive, you can use substitution variables or form context variables in the URL. For example:

https://<virtualhost>/HyperionPlanning/faces/LogOn?Direct=True&ObjectType=FORM&ObjectName=Revenue%20Form&POV=<Year>,<Entity>,<Period>

This ensures the target form opens with the same POV as the source form.

4. Test the Integration

After setting up:

• Push data from App A to App B using Data Management or Data Push
• Open the source form in App A
• Use the Action Menu to drill through
• Confirm that the target form/dashboard in App B opens with the correct POV- Note: the dimension which are passed through url must be in page and it should ahve all level0 descendants or whatever level we are drill through

Tips and Best Practices

• URL Encoding: Replace spaces with %20 in form/dashboard/member names
• Security: Ensure users have access to both source and target apps
• Naming Consistency: Use consistent member names across apps for smoother POV mapping
• Documentation: Maintain a reference sheet of all direct URLs for easy updates

Conclusion

Drill-through using Action Menus and Direct URLs in Oracle EPM Cloud is a simple yet powerful way to enhance cross-application navigation. Whether you're validating data after a push or enabling executive dashboards, this technique can significantly streamline your workflow.

References

• Adding or Changing Menu Items - Oracle Documentation
• Setting Up a Direct Link to a Planning in the Oracle EPM Cloud Form or Dashboard - Brovanture