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Beginning Calculation Manager for

Oracle Essbase

Scott T. Pold Practice Manager

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Agenda

Company Introduction

● Who is Edgewater Ranzal

Calculation Manager

● What is Calculation Manager?

● Benefits of Calculation Manager?

● Interface Introduction

● Components of Calculation Manager

Demo

● Creating a rule or two

Q&A

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Edgewater Ranzal Overview

● Founded in 1996, Ranzal has implemented Oracle / Hyperion

solutions for over 700 companies (1,000+ projects)

● One of the largest Hyperion practices in the U.S. with global

presence

● Oracle / Hyperion Platinum Partner - highest status for an EPM-

only partner

● Vertical expertise with high-profile clients from coast to coast

● Cover all requirements from pre-implementation process design

through infrastructure and training

● ONLY “One Stop Shop” for ALL EPM implementation needs

● 160+ Full time Consultants across all practices, I was employee

#13….11 years ago

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What is Calculation Manager?

● Workspace Module used to graphically create, validate and administer business rules for Essbase, Planning and HFM

● Allows for the creation and administration of rules for Essbase (ASO and BSO), Planning and HFM in a single user interface.

● Rules can be created graphically or as a script and then converted back and forth

● Introduced in v11.1.1.x

● Replaces Hyperion Business Rules in the 11.1.2.2 EPM product stack

● Remember the old Business Rules Graphic designer???? Calc Manager actually works!!

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● Provides business users and admins a “friendly” view of complex calculation logic

● Speeds development and administration by providing, reusable and shared components across multiple rules and applications

● Ability to make modifications to calcs but chose deployment times to individual apps instead of mass/forced changes

● Ability to create controlled/traceable process for change management/auditing

● LCM Migration

● Not limited to 8 characters (Except against Essbase cubes)

● Centralization of all EPM product calculations, vs separate areas for each product (HFM, Essbase, Planning)

● Centralization of variables used in calcs

● Rules may be created in either script or graphical mode and “toggled” between each view.

● Web Based

Benefits of Calculation Manager

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Calculation Manager – Security

● Provisioning created in Shared Services

● Assigned roles determine ability to Create, Edit and Delete Rules

● Global Calculation Manager administrator role enables you to create, edit, and delete Planning, Financial Management, and Essbase objects

● Financial Management users only: The Financial Management Calculation Manager administrator role enables you to create, edit, and delete Financial Management objects

● Planning users only: The Planning Calculation Manager administrator role enables you to create, edit, and delete Planning objects.

● Essbase users only: The Essbase administrator role enables you to create, edit, and delete Essbase objects.

● Note: The Essbase administrator role is inherited from Essbase; there is no Essbase Calculation Manager administrator role

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Calculation Manager - Accessing

● To access Calculation

Manager:

● Log into Workspace Navigate->Administer->

Calculation Manager

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Calculation Manager - Views

● Views allow you to see Calculation Manager objects in

Various contexts

● List View

● System View

● Custom View

● Deployment View

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Calculation Manager – List View

Open – Open rule in Rule Designer

Delete – Delete the Rule

Export – Export the rule to a .xml file

Validate – Validate the rule

Launch – Launch the rule (Essbase only)

Copy – Copy entire rule to another Application or create a copy

within the same application

Create Shortcut – Creates a shortcut to the rule in another

application, will be deployed to that application on next deployment

Show Usages – Shows the rules and rulesets that a shared

component or rule is used in. Also shows the owner and the

deployment and validation status.

Change Owner – select a new owner for the rule

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Calculation Manager – System View

• The System View is the default view when Calculation Manager is launched.

• Rules are organized by application type (Essbase, Planning, HFM) and by

application/db for Essbase (Plan Type for Planning, Calculation for HFM)

• Right click menu allows for creation of new Rules, Scripts, Formulas and Templates

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Calculation Manager – Custom View

• The Custom View allows you to create and organize personal folders. You can drag

and drop rules, rules sets, formulas, script components and templates into your

folders

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Calculation Manager – Deployment View

• The Deployment View lists all rules and rule sets by application type and application,

as well as their validation and deployment status. From this view you can select rules

and make them deployable. You can then deploy one or more rules (partial

deployment), or all rules in an application (full deployment).

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Calculation Manager – Components

• A business rule can be composed of components, including formulas,

scripts, conditions, member blocks, member ranges, data ranges

(Financial Management users only), and loops • Formula components contain calculation statements that users can write or

design using members and functions, and optionally, conditional statements.

• Script components contain only Visual Basic (for Financial Management) or

Essbase (for Planning and Essbase) calc script statements

• Condition components contain conditional statements

• Member block components contain one member that you specify (Ess & Pln

only)

• Member range components, or metadata loops, contain lists of metadata

members (i.e. lists of accounts)

• Data Range components (Financial Management users only), or data loops,

contain lists of data records (for example, lists of account values).

• Fixed loop components contain metadata loops that, for example, loop through

a list of metadata members like accounts.

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Calculation Manager – Components

Formulas (Planning & Essbase BSO)

• Comprised of a single or multiple calculation statements

• Calculation statements are entered in a row of the grid within the

component designer

• You can use the Condition Builder to create multiple and nested IF’s

• When you drag an existing formula into the flow chart, it automatically

becomes a shared object.

• Displays with a caption below in the flow chart as shown:

Scripts (Planning & Essbase BSO)

• Only viewed as a script, not graphically

• All Essbase calculation commands/functions are permitted

• Robust edit and commenting capability

• Displays with a caption below in the flow chart as shown:

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Calculation Manager – Components

Conditions (Planning & Essbase BSO) • IF…THEN statements

• Unlike Formula and Script components, Condition components cannot be

shared Metadata conditions (IF @ISMBR(Sales)) or Data conditions (IF Sales

> 0)

• Displays as a diamond with a ? in the flow chart, with the caption above:

Member Blocks (Planning & Essbase BSO) • Defines the member that should be calculated in a statement (opens a calc

block)

• Note: Calc Blocks can also be opened within the Formula and Condition

Component designers, but the member block component is useful for

nesting multiple calculation statements within a single block.

• Cannot be shared between other rules

• Created from within the rule you are working with, not from the

System View as most other components.

• Displays as two circles with a connecting line in the flow chart:

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Calculation Manager – Components

Member Range (Planning & Essbase BSO)

• Member Range components cannot be shared

• Member Range can be defined using Variables, Members, or Functions

• Member ranges from multiple dimensions can be defined within one component

• Displays as two circles with a connecting line in the flow chart

• Creates your FIX statements

Fixed Loop (Planning & Essbase BSO)

• Cycles through a list of members or records a fixed number of times.

• Fixed Loop components cannot be shared across rules

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Calculation Manager – ASO Components

Point of View (Essbase ASO)

• Lists of members

• Similar to FIX statement (Member Range) in BSO

• You can use these functions to define the POV

• @Level0Descendant

• @Sibling

• @UDA

• @Attribute

Allocation (Essbase ASO)

• Allows you to push data from a member to the Lev0 descendants of that

member

• Can Allocate evenly or using a driver (calculate percentages)

• Must specify rounding method and what to do when the basis is negative or

zero within the component designer

Formula (Essbase ASO)

• Calculation statements you can design using members, functions and variables

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Calculation Manager – Variables

Variables

• Accessed thru Tools->Variables menu option

• Application or Database Level variables

• Types of Variables

• Execution: When the business rule is launched, the calculation defined

for the variable is performed. You can use execution variables in

formula, condition, or loop components

• Replacement: When you are designing or launching the business rule,

the variable is substituted with a calculation. You can use replacement

variables in formula components

• Run Time Prompts Variables

• You can create variables that prompt users to enter information when

they launch a business rule. These runtime prompt variables prompt

users for such information as members, text, dates, or numbers.

• The prompts tell users what type of data is expected

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Calculation Manager – Variables

Replacement Variable types

• Numeric - a number

• String - a text string

• Planning and Essbase block storage application users

only: • Essbase - an Essbase substitution variable

• Planning and Essbase users only • Cross Dimension - a selection of dimensions

• Dimension - a dimension

• Member - a member

• Members - two or more members

• Percent - a percentage

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Calculation Manager – Variables

Replacement Variable types

• Planning users only • String as number - a text string

• Date as number - a date

• Member Range - a range of members from one or more

dimensions

• Financial Management users only • Data Range - a range of data values

• Log Information - information from the log file

• Boolean - a condition that returns a true or false value

• Financial Management, Planning, and Essbase block

storage application users only • Array - a list of values

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Calculation Manager – Best Practices

• Use the graphical interface!

• Reuse objects to minimize code duplication

• Remember to deploy (for Planning applications)

• Set variables in consistent locations

• Use comments and captions in the rule components to document

the logic.

• Don’t be afraid of Calc Manager, it’s not difficult

• It is the direction Oracle is going

• Business rules go away in v11.1.2.2

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Calculation Manager – Demo

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Questions?

Scott Pold spold@ranzal.com

Atlanta, Ga

USA

+1.678.787.1181

www.ranzal.com Property of Edgewater Ranzal