Calculation Manager: The New and Improved Application to

Create Hyperion Planning Business Rules

Jeff Richardson

Edgewater Ranzal

Agenda

Introduction

Overview of Calc Manager

● Terminology

● Functionality

Demo

What’s new in 11.1.2.1?

Q&A

One of the Largest Hyperion Practices in the U.S.

Oracle / Hyperion Platinum Partner - Highest Status

Vertical Expertise with High-Profile Clients from Coast to Coast

Sound Project Methodology Insures Project Success

“One Stop Shop” for ALL EPM Implementation needs

About Edgewater Ranzal

15 Years

700+ clients

1000+ projects

Project

ManagementInfrastructure

Data

Services

ConsolidationBusiness

IntelligencePlanning

Our Services

Calculation Manager – What is it?

Tool for administering rules for Planning,

Essbase, and HFM

● We’ll focus exclusively on Planning/Essbase in

this session. For HFM, see my colleague Chris

Barbieri at the following sessions:

● Getting Started with Calc Manager for HFM

● Session 11, June 29, 8:30 – 9:30, Room 101B

● Advanced Topics in Calc Manager for HFM

● Session 12, June 29, 9:45 – 10:45, Room 101B

Calculation Manager – What is it?

Intuitive graphical user interface for rule construction and

administration

Replaces use of Hyperion Business Rules for

construction of calc rules for Planning

Required to develop rules for EPMA enabled Planning

apps

● Now an option for Classic Planning apps, as of version

11.1.1.3

Integrated into Workspace

Terminology

Within Calc Manager, there are three types of objects

● Components

● Smaller pieces of a larger rule – SET commands, FIX

statements, formulas, etc

● Rules

● Finished calc script

● Can be built using templates (standardized or custom)

● Rulesets

● Lauch rules sequentially or simultaneously depending

on your logic requirements

Calc Manager Functionality

There are two options to build a rule

● Graphical, using the Rule Palette

● Script Mode

Details on Graphical Model● Great choice for inexperienced developers, potentially

even power users

● This is the default mode for creating and editing a rule

● Drag new and/or existing objects into the rule.

● Generates calc script coding based on objects in palette

● Global ranges define global FIX statements

Calc Manager Functionality

Details on Script Mode● Similar to creating a calc script in EAS

● Developer can create rule in EAS and paste into script

Rule can be designed in Graphical Mode,

edited in Script Mode, and returned to

Graphical Mode.

Templates

There are several system templates provided within Calc

Manager for Planning and Essbase BSO apps:

● Clear Data

● Copy Data

● Amount-Unit-Rate

● Allocate Level to Level

● Allocate Simple

● Aggregation

● Export-Import Data

● SET commands

In addition, custom defined templates can be created

using the Template Palette

Rule Components – Rule Palette

When creating a rule in Graphical Mode, the

following components are available in the

Rule Palette:

● Formula

● Script

● Condition

● Member Block

● Member Range

● Fixed Loop

Executing Rules

Rules can be attached to web forms and

executed on save

Also, from Tools – Business Rules menu in

Planning

Only Essbase rules can be launched from

Calc Manager directly

Migrating Rules

Rules developed in Hyperion Business Rules

can be migrated to Calc Manager

● Rules migrated with the Planning application to

which they belong

● Business rules are migrated as business rules

● Sequences are migrated as rulesets

● Variables migrated as variables

● Macros migrated as templates

Demo of Calc Manager

DEMO

What’s New in 11.1.2.1?

Support for Essbase ASO rules

Smart List selector in Condition Builder

Parameters for UDA’s and Attributes in

Function Selector

Support for Public Sector Budgeting

Improved performance on large dimensions

(member selection)

LCM support for Classic Planning apps

Questions

Jeff Richardson

jrichardson@ranzal.com

(410) 726-9350

www.ranzal.com

Presentations

Calculation Manager: The New and Improved Application to Create Hyperion Planning

Business Rules – Monday, 11:15 am, Room 102C

Security and Auditing in HFM – Tuesday, 4:30pm, 101B

Getting Started with Calc Manager for HFM – Wednesday, 8:30am, 101B

Advanced Topics in Calc Manager for HFM – Wednesday, 9:45am, 101B

Maximizing the Value of an EPM Investment with ERPi, FDM & EPMA – Wednesday,

11:15am, 101B

Taking your FDM application to the next level with Advanced Scripting – Friday,

8:30am, 101B

IFRS reporting within Hyperion Financial Management – Thursday, 10:30am, 101B

www.ranzal.com

Jeff Richardson

jrichardson@ranzal.com

(410) 726-9350

www.ranzal.com

ranzal.wordpress.com