⚙️ Free Self-Paced Online Assessed Capstone & Certificate

Groovy Rules for Oracle EPM Cloud

The skill that separates an EPM administrator who can maintain an application from a developer who can extend it. Fourteen modules on Groovy business rules for Planning (EPBCS) — the language, the Java API, grids, run-time prompts, metadata, focused calculations, and REST integration. Free, and built to be worked in your own application.

PriceFree
Format14 self-paced modules
Time~15.5 hours
Access14 days from enrolment

⚠ Before you enrol — this course has a hard prerequisite

You need access to a non-production Oracle EPM Cloud Planning (EPBCS) environment with rights to author and deploy rules in Calculation Manager, and EPM Automate installed with a working service account. Every exercise from Module 4 onward is deployed and run for real, in your own application — you cannot learn what a rule does to a cube by reading about it, and we would rather say so before you enrol than after.

Check your subscription tier too. Groovy comes with EPM Enterprise Cloud Service, Enterprise PBCS or PBCS Plus One — a plain PBCS subscription does not include it. Thirty-second check: open Calculation Manager, start a new rule, and confirm "Groovy" is offered as a rule type.

If production is the only environment you have, please don't work through this course against it. Get a test environment first — every safety rule we teach depends on having somewhere that isn't production to be wrong in.

What you don't need: an AI account. Despite our name, this is a straight technical course — no Claude account, no AI tooling, nothing to sign up for. Everything you need is your EPM environment, a text editor, and Oracle's API reference. If your organisation restricts AI tools, that is no barrier to completing this course or earning the certificate.

Who This Course Is For

Built for people who already work in EPM and have hit the wall where the application can't do what the business is asking for. You do not need Java or Groovy experience. You do need to know what a cube, a dimension, a form, and a business rule are.

Taught on Planning (EPBCS) — but the skill is broader. Groovy is a Cloud EPM platform capability: Oracle supports it in Planning and FreeForm, in Enterprise Profitability and Cost Management, in Tax Reporting, and in Financial Consolidation and Close (for On-Demand rules). We teach it on Planning because Planning exercises the API most fully — form grids, edited cells, run-time prompts, Smart Push — which makes it the best vehicle for learning the model. If you work in FCCS, TRCS or EPCM this course is still for you; you'll need a Planning or FreeForm environment to do the exercises in, and the closing module sets out exactly what carries across to your business process and what doesn't.

Planning / EPBCS AdministratorsEPM Consultants EPM DevelopersFinance Systems Specialists Essbase & Calc Script VeteransFP&A Systems Owners

Why it's free: Groovy is the highest-pain, lowest-supply skill in the Australian EPM market, and the only existing options are Oracle's reference documentation and consultancy tribal knowledge. We'd rather be the people who taught you. Registration is required so your progress, capstone and certificate have somewhere to live — there's no card, no trial, and no upsell inside the course.

By the End, You Will Be Able To…

1

Write, deploy and debug Groovy business rules — the language fundamentals, the development loop, and the rule types

2

Navigate the Groovy Rules Java API object model — EpmScript, Operation, Application, Cube, DataGrid

3

Work with grids and run-time prompts — iterate edited cells, alter values, colour cells, and enforce real business validation at save

4

Generate Essbase calc scripts dynamically, so a rule calculates only what the planner actually changed

5

Look things up and troubleshoot in the Java API reference — the skill that keeps working as Oracle ships updates

6

Connect to external resources and REST APIs from a rule, safely — including moving data slices between environments

7

Leave with a Rule-Ready Pack — working rules, a measured performance retrofit, an integration script and a prompt library, all built in your own application

The 14 Modules

Modules 1–3 are pure language work and run locally. From Module 4 on, everything is deployed and run in your non-production environment.

Modules 1–3
The Language
~2.5 hrs
  • Groovy fundamentals and your local setup — the 20% of the language you'll actually use
  • Data types, syntax and collections — including why money is BigDecimal and missing isn't zero
  • Closures — the idea every grid iteration and every focused calculation rests on
Modules 4–6
Rules & the Java API
~3.25 hrs
  • Groovy rules in EPM — rule types, where they attach, security, and a development loop that isn't three minutes a cycle
  • The object model — EpmScript, Operation, Application, and the context a calc script can never have
  • Cube, DataGrid, and how to look things up — the method that keeps you productive as the API moves
Modules 7–10
Grids, Data & Metadata
~4.5 hrs
  • Grid iterators and altering values — acting only on the cells the planner edited
  • Cell colours, log messages, and validation rules planners actually understand
  • Grid definitions and run-time prompts — reading data the form isn't showing, and never trusting a prompt
  • Metadata from a rule — adding, renaming and moving members, with the guards that make it survivable
Modules 11–12
Performance
~2.5 hrs
  • Generating focused calc scripts — the technique that turns a four-minute save into seconds
  • Focused aggregation and Smart Push — moving only the slice that changed
  • Monitoring performance, and proving the rewrite worked with numbers instead of impressions
Modules 13–14
Integration & Capstone
~2.5 hrs
  • REST, connections and jobs — calling out from a rule without ever putting a credential in one
  • What "running EPM Automate from a business rule" really means, and where each tool belongs
  • Extracting and moving data slices between environments
  • Capstone: the Rule-Ready Pack — assembled, self-reviewed, and submitted for assessment
Closing module
Where Else Groovy Applies
Reference
  • The support matrix — Planning, FreeForm, EPCM, Tax Reporting, and FCCS (On-Demand rules, a narrower surface)
  • What transfers unchanged: the language, the object model, the API lookup method, the performance technique, every safety rule
  • What doesn't: the form-save story is Planning's, seeded models differ, and the consequences of a wrong number aren't the same in a consolidation or a tax provision

The Kind of Work You'll Do

Every exercise runs on your own application. These are the shapes you'll be building.

Module 11 — Focused Calculation
// What changed?
def edited = operation.grid.dataCellIterator().findAll { it.edited }
if (!edited) { println 'Nothing edited.'; return }

// Derive the smallest scope that covers it
def entities = edited.collect { it.getMemberName('Entity') }.unique()
def periods  = edited.collect { it.getMemberName('Period') }.unique()

// Generate, PRINT, then execute
println script
cube.executeCalcScript(script)
Result: A save that recalculates four cells instead of the whole cube
Module 8 — Validation That Helps
"Growth of 47.3% exceeds the 30% policy limit
for Marketing. Adjust the value or attach a
justification comment before saving."
Result: A message that names the breach, quantifies it and states the next action — instead of "Invalid value", which every planner has learned to ignore
Module 6 — Finding Out What Actually Exists
// The API reference tells you what should be there.
// This tells you what IS there, in your release.
Cube cube = operation.application.getCube('MerPlan')

cube.class.methods
    .findAll { !it.name.startsWith('get') }
    .collect { it.name }.unique().sort()
    .each { println "  $it" }
Result: An authoritative method list for your own service — the habit that keeps you productive as Oracle ships monthly updates

Safety Is Taught First, Not Last

A Groovy rule can write data, change metadata, run jobs and call other environments. The safety module comes before any code in the course, and every module ends with a check against it.

Never Develop Against Production

Not once, not "just to test the syntax". It's a prerequisite of the course that you have somewhere else to work — this is the one rule with no exception.

Credentials Live in Connections

Never in script text — not in a comment, not "temporarily". A rule with a URL and password in it leaks them into every export, migration, backup and support ticket for the life of the application.

💾

Snapshot Before You Write

Taught as a command you've already run, not a good intention. The snapshot must exist before the run — which is why EPM Automate is a prerequisite.

🖨️

Print the Script Before You Execute It

Every generated calc script gets logged before it runs. This single habit catches almost every scoping mistake — including the ones in code you borrowed from a forum and skimmed.

⚠️

Oracle Ships Updates Monthly

Method signatures, menu paths and EPM Automate syntax move. We say so in the course, date-stamp the material, hedge version-sensitive detail, and teach the API lookup as a habit — your service's own API reference outranks us.

🤖

A Rule That Runs Isn't a Rule That's Correct

Compiling proves the syntax, not the numbers. Every exercise ends by reconciling what the rule produced against what it should have produced — and the capstone is assessed on it.

Free — With a Real Assessment Behind It

The certificate is earned on an assessed capstone, not on attendance or a completion tick.

Stop maintaining the application. Start extending it.

Free, self-paced, and assessed. All you need is an account and a non-production environment to be wrong in.