hfm admin features

O R A C L E ® H Y P E R I O N F I N A N C I A LM A N A G E M E N T , F U S I O N E D I T I O N

R E L E A S E 1 1 . 1 . 1 . 3

U S I N G A D M I N I S T R A T O R F E A T U R E S

Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.3 contains significant

enhancements to administrator features. Oracle Hyperion EPM Architect, Fusion Edition is a

feature in Financial Management that enables administrators to manage, create, and deploy

applications within one interface.

This document describes the key changes to administration features introduced with

Performance Management Architect. It also includes information on Classic Application

Administration features for any application not being managed using Performance Management

Architect.

CONTENTS IN BRIEF

Performance Management Architect Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Financial Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Summary of Changes to Key Financial Management Administration Tasks . . . . . . . . . . . . . 4

Summary of Classic Application Administration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Transitioning to Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Performance Management Architect ModulesPerformance Management Architect has the following modules:

l Dimension Library—A centralized location to manage dimensions and dimensionproperties. You can use the Dimension Library to:

m Create dimension import profiles—enabling dimension updates from flat files andrelational database interface tables

m Add, delete, and modify dimension members in the Shared Library or directly inapplications

m Modify dimension and member properties in the Shared Library or directly inapplications

l Application Library—A summary of applications that have been created and/or deployedto Financial Management, Oracle Hyperion Planning, Fusion Edition, Oracle HyperionProfitability and Cost Management, Fusion Edition, Essbase Aggregate Storage Option(ASO), or Essbase Block Storage Option (BSO). Applications contain dimensions anddimension attributes that are designed to meet specific requirements for FinancialManagement, Planning, Profitability and Cost Management, and Essbase (ASO) and (BSO)needs. You can use the Application Library to:

m Create Financial Management, Planning, Profitability and Cost Management, Essbase(ASO), or Essbase (BSO) reporting applications based on Financial Management andPlanning applications

m Manage applications in one centralized location

m View the data flow between applications

m Migrate applications to different servers

m Deploy applications to Financial Management, Planning, Profitability and CostManagement, Essbase (ASO), or Essbase (BSO)

l Calculation Manager— Enables you to create, validate, and deploy business rules andbusiness rule sets. (You launch business rules from within Financial Management andPlanning.)

There are three types of objects that can be calculated in Calculation Manager:

m Components, which are objects that comprise business rules and contain formulas,scripts, conditions, ranges, fixed loops, functions, members, and variables.

m Rules, which are objects that contain groups of components that perform calculations

m Rulesets, which are objects that contain two or more rules that are calculatedsimultaneously or sequentially.

Calculation Manager has system templates (such as, a template that copies data from onelocation to another and a template that allocates data from one level in the database outlineto other levels) that you can use in business rules. You can also create templates to performcalculations that solve problems unique to your business.

l Data Synchronization—Enables data synchronization between or within Hyperionapplications. You can use the Data Synchronizer to:

2 Using Administrator Features

m Create data synchronizations between Financial Management, Planning, Profitabilityand Cost Management, Essbase (ASO), and Essbase (BSO) as destinations, and thefollowing sources:

o Financial Management

o Planning

o Oracle Hyperion Profitability and Cost Management, Fusion Edition

o Essbase BSO

o External source (flat file)

o Interface table

For example, an administrator can synchronize data between two FinancialManagement applications; two Planning applications, and between one FinancialManagement and a Planning application.

m Create data mappings for reuse

m Create flat file and interface table mappings to import data into Hyperion applications

l Application Upgrade—Enables upgrades from previous Financial Management andPlanning releases

l Library Job Console—Provides a summary, including status, of Dimension Library andapplication activities, including imports, deployments, and data synchronizations

Financial Data ManagementYou can load data from E-Business Suite or PeopleSoft source systems into FinancialManagement using Oracle Hyperion Financial Data Quality Management ERP IntegrationAdapter for Oracle Applications through:

l Classic Administration

l Performance Management Architect

l Oracle Hyperion Financial Data Quality Management, Fusion Edition

ERP Integrator is a module of Oracle Hyperion Financial Data Quality Management, FusionEdition that enables you to:

l Integrate metadata and data from an Enterprise Resource Planning (ERP) source systeminto an Oracle Hyperion EPM target application.

l Drill through from the EPM application (Financial Management or Planning through webforms, Oracle Hyperion Smart View for Office, Fusion Edition or Oracle Hyperion FinancialReporting, Fusion Edition) and view details in the ERP source system.

ERP Integrator supports general ledger data for:

l PeopleSoft 9.0

l Oracle E-Business Suite 11.5.10 CU2

l Oracle E-Business Suite 12.0.6

Using Administrator Features 3

l Oracle E-Business Suite 12.1.1

For information on Oracle Hyperion Financial Data Quality Management ERP IntegrationAdapter for Oracle Applications, see the Oracle Hyperion Financial Data Quality ManagementERP Integration Adapter for Oracle Applications Administrator's Guide.

Summary of Changes to Key Financial ManagementAdministration Tasks

Table 1 Changes to Key Tasks in Financial Management

Category / Action Classic Action Performance Management ArchitectAction

Application Creation and Application Management

Profile creation Use the Win 32 Client to create Applicationprofiles. These templates define thelanguages, calendar, frequencies andperiods for applications.

Import dimensions into the DimensionLibrary using an import profile.

You can utilize these profiles to populate theDimension Library from flat files or relationalinterface tables.

Profiles define the mapping of thedimensional information within the flat fileor interface table. The languages, calendar,frequencies, and periods are now treated asdimensions similar to other dimensions(accounts, entities, and so on). Similar toearlier versions, these dimensions cannot bealtered once an application has beencreated.

Application In the Web or Win 32 Client, select CreateApplication, then enter the applicationlabel, description, and select the applicationprofile.

Select File > New > Application. Follow thesteps in the Application Wizard to create theapplication.

After you create the application inPerformance Management Architect, youmust deploy the application to FinancialManagement. After deployment, theapplication is available in FinancialManagement.

Application settings In the Web or Win 32 Client, select ManageMetadata. Open the application file andselect AppSettings.

Open the application and click on theapplication name. The application settingsare displayed in the Property Grid.

Creating dimensions In the Win 32 Client, select ManageMetadata. Then, open the application fileand select the dimension to edit.

Open the Dimension Library. (Navigate >Administer > Dimension Library) Performone of these actions:

l Import dimensions into the DimensionLibrary by creating and importing a flatfile or importing information frominterface tables. (File > Import > CreateProfile)



l Select File > New > Dimension. Enter aname, description and select thedimension type.

Modifying properties in bulk Use the List view in Metadata Management. Right-click a dimension and select GridEditor. Select the members you want to editin the Grid Editor wizard, then click Next.Then, select the properties and click Finish.In the Grid Editor, modify the properties andmembers, as necessary.

Searching for members Use Find in the Metadata Manager. Right-click a dimension and click FindMembers. Select to search by the member:Name, Alias, or Property. Click OK.

Reordering child members Use the Up and Down arrows to reordermembers within the Metadata Manager.

You can reorder children in the DimensionLibrary.

Drag a member up or down to change theorder or right-click the dimension where youwant to reorder the children, then, selectReorder Children. Change the order of thechildren and click OK.

Metadata editing In the Win 32 Client, open the application.

Perform one of these actions:

l Save the Application files and load intothe Financial Management applicationfrom the Web or Win 32 Client.

l Make the modifications directly withinthe XML or APP files and load into theFinancial Management application.

Perform one of these actions:

l Edit dimensions in the DimensionLibrary.

l Edit dimensions in the *.ads flat files.Then, reload into the Dimension Libraryin replace or merge mode; or load themodified dimensions through theinterface tables within the profile.

Metadata flat file formats Hyperion Application files (*.app) and XMLfiles (*.xml)

Financial Management utilizes a new flat fileformat, (*.ads).

Existing Financial Management *.xml filescan be converted into the new *.ads fileformat using the Performance ManagementArchitect File Generator utility. You caninstall the File Generator utility as acomponent of Performance ManagementArchitect when using the Oracle HyperionEnterprise Performance ManagementSystem Installer, Fusion Edition.

Application upgrade Run HFM Schema Upgrade.exe tomodify the existing application’s databaseand register the applications with SharedServices.

Run HFM Schema Upgrade.exe tomodify the existing application’s databaseand register the applications with SharedServices.

Bring the upgraded applications into theApplication Library:

l Select Navigate > Administer >Application Upgrade. Navigate throughthe Application Upgrade wizard,



selecting the applications to be broughtinto the Application Library.

Duplicating applications within the sameenvironment

Application artifacts can be exported intoflat files from either the Web or Win 32Client:

l Application Profile

l Security

l Metadata

l Member Lists

l Rules

l Data

l Journals

l Documents

A replica of the application can then becreated by utilizing these artifacts within anew application.

Select Navigate > Administer > ApplicationLibrary. Right-click the source applicationand select Duplicate > As NewApplication. Enter a new name, select theapplication type, and input a description.

The new application contains the sameapplication settings and dimensionality asthe original application. Deploy the newapplication and load the existing applicationartifacts into the new application.

Duplicating applications to a new instance Run HfmCopyApplication.exe. Then,populate the dialog box with the appropriatesource and target application information.

Duplicating applications to a new instancein Performance Management Architect,duplicates only artifacts and does notinclude transaction data. To duplicatetransaction information, you still must runHfmCopyApplication.exe.

To duplicate applications to a new instancein Performance Management Architect:

Open the Application Library and right-clickthe source application and selectDuplicate > Deployed Application.

Next, enter the name and description, selectthe Financial Management instance,application server, and Shared Servicesproject for the new application. Then, selectthe appropriate data options The newapplication will contain all of the sourceapplication’s application settings andartifacts.

Replicating applications from its artifacts You can export these application artifactsinto flat files from the Web or Win 32 Client:

l Security

l Metadata

l Member Lists

l Rules

l Data

l Journals

l Documents

Applications can be extracted utilizing thePerformance Management Architect FileGenerator utility. This utility creates an *.adsflat file containing the application settingsand the dimensional structures for theselected application.

A replica of the application can then becreated by combining the *.ads file with thefollowing artifacts (which can be extractedfrom the Financial Management Web or Win32 Client):

l Security



A replica of the application can then becreated by utilizing these artifacts within anew application.

l Member lists

l Rules

l Data

l Journals

l Documents

Deleting applications In the Win 32 Client, select DeleteApplication. Then, select the applicationfrom the server cluster and click DeleteApplication.

Open the Application Library, right-click onthe source application and select Delete.Then, confirm the deletion of the application.

The application is deleted from theApplication Server and the application isremoved from the Application Library.

Data Synchronization

Copying data between applications Data can be copied through extract and loadusing either the Win 32 or Web Client.

Open the Data Synchronization module(Navigate > Administer > DataSynchronization) then select File > New >Synchronization. Follow the wizard to definesource and target information. After youselect the source and target, define theappropriate dimension mappings, applyfilters, and save the synchronization. You canexecute the synchronization manually orschedule an automated task using TaskAutomation.

Loading data into applications Data can be loaded using the Load Dataoption using either the Win 32 or Web Client.

You can also use Hyperion Application Linkand Hyperion Financial Data QualityManagement.

In Financial Management you have theability to load data using the interface tablesincluded with the Data Synchronizationmodule.

Open the Data Synchronization module(Navigate > Administer > DataSynchronization) then select File > New >Synchronization. Follow the wizard to definesource and target information. For thesource information, select Hyperion DataInterface Area (for data loaded via relationaldatabase) or External Source (for dataloaded via flat files). For the targetinformation, select the appropriate FinancialManagement application.

You can predefine external files and datainterface information using File > New >Data Interface Table Definition or File >New > External File Definition prior tobuilding the synchronization. You canmanually execute the synchronization orschedule the synchronization using TaskAutomation.

Security



Classic Editor Using the Financial ManagementConfiguration Utility, assign the ApplicationCreator role.

Assign the Application Creator role using theOracle's Hyperion® Shared Services Globalrole listing.

Note: If you are using PerformanceManagement Architect, you need the globalrole to create/deploy applications. TheApplication Creator role from the FinancialManagement Configuration Utility is notneeded.

Create Applications Role Applications could be created by any userthat has been provisioned as anAdministrator through Shared Services forthe given application.

The Performance Management ArchitectShared Services role of Application Creatorby product allows the user to create anddeploy applications.

Dimension Editing Role Dimension editing can be performed by anyuser that has been provisioned as anAdministrator through Shared Services forthe given application.

The Dimension Editor for PerformanceManagement Architect allows the user tocreate, manage, delete, and assigndimension security to other users.

Calculation Manager Administrator Rules files are maintained using theFinancial Management Rules Editor.

Financial Management Calculation ManagerAdministrator enables you to createbusiness rules using Calculation Manager.

Dimension Security Dimension modifications can only be madeby users that have been provisioned asAdministrators through Shared Services forthe given application.

Dimension security is assigned by theDimension Editor or the Dimension Owner.

Summary of Classic Application Administration TasksTable 2 Classic Application Administration Tasks

Category / Action Classic Action Oracle Enterprise PerformanceManagement Workspace, Fusion EditionAction

Application Creation and Application Management

Create applications on the Web Log on Financial Management at http://servername/HFM/. Select File > CreateApplication. Populate the requiredapplication information and select Create.

Log on EPM Workspace. Select Navigate >Administer > Classic ApplicationAdministration > ConsolidationsAdministration. Select Create Application.Populate the application information andselect Create.

Open applications on the Web Select File > Open Application. Select theapplication from the server cluster.

Select Navigate > Applications >Consolidation > Refresh. The newapplication is added to the existing list.

Delete applications on the Web Log on Financial Management at http://servername/HFM/. Select File > Delete

Log on Oracle Enterprise PerformanceManagement Workspace, Fusion Edition.Select Navigate > Administer > Classic


Category / Action Classic Action Oracle Enterprise PerformanceManagement Workspace, Fusion EditionAction

Application. Select the application from theserver cluster, then click OK.

Application Administration >Consolidations Administration. SelectDelete Application. Select the applicationfrom the server cluster and click OK.

Register applications on the Web Log on Financial Management at http://servername/HFM/. Select File >Register Application. Select the applicationfrom the server cluster. Review theapplication information and click Register.

Select Administration > ConsolidationsAdministration. Select RegisterApplication. Select the application from theserver cluster. Review the applicationinformation and click Register.

Security

Application Creation To create applications, you must be amember of the Application Creators groupdesignated within the FinancialManagement Server and Web configuration.

To create applications, you must be amember of the Application Creators groupdesignated within the FinancialManagement Server and Web configuration.In addition, in Shared Services, you must beassigned the Dimension Editor and FinancialManagement Application Creator roles.

Transitioning to Calculation ManagerWith the previous release, Financial Management and Planning users working with PerformanceManagement Architect applications could use a new calculation module, Hyperion CalculationManager, to create and administer their business rules in a graphical environment. However,classic Financial Management application users could only use Financial Management to createtheir business rules; classic Planning application users and Oracle Essbase BSO users could onlyuse Oracle's Hyperion® Business Rules to create and administer their business rules.

In this release, Financial Management and Planning users working with classic or PerformanceManagement Architect applications, and Essbase BSO application users, can create and managetheir business rules in Calculation Manager.

This table compares business rules features in Calculation Manager, in Business Rules (forPlanning and Essbase users) and in Financial Management (for Financial Management users).

Table 3 Comparison of business rules features in Calculation Manager, Financial Management, and Business Rules

Feature/Action In Calculation Manager In Business Rules (forPlanning and Essbaseusers)

In Financial Management(for FinancialManagement users)

Creating business rules You can create a businessrule graphically in a flowchart within the RuleDesigner.

There are five componentsfor Planning and Essbase,and six components forFinancial Management

You can create a businessrule in the Business RulesGraphical Designer and inthe Business Rules node ofthe Administration Consoleof Oracle EssbaseAdministration Services.

You can create a businessrule in the Rules Editor orin a text editor. You can useVisual Basic and FinancialManagement functionsand members in FinancialManagement businessrules.




that you use to designbusiness rules:

1. Formula component:contains calculationstatements written ordesigned withmembers, functions,and optionally,conditional statements

2. Script component:contains only VisualBasic (FinancialManagement) orEssbase (Planning)calc script statements.

3. Condition component:contains conditionalstatements (that is,If...Then statements)that are either true orfalse.

4. Loop component:contains lists ofmetadata members(for example, lists ofaccounts)

5. Member rangecomponent: containslists of metadatamembers (for example,lists of accounts)

6. (FinancialManagement usersonly) Data rangecomponent: containslists of data records(for example, lists ofaccount values)

You can use members,variables, and functions inthe components.

There are four actions andeight formulas you can useto design graphicalbusiness rules:

1. Aggregate Data action

2. Copy Data action

3. Clear Data action

4. Create Blocks action

5. Pro-Rata Rationformula

6. Distribution Factorformula

7. Evenly-Split formula

8. Increase-Decreaseformula

9. Units- Rates formula

10. Combined formula

11. Custom formula

12. Variable formula

Using system templates (inCalculation Manager) andactions and formulas (inBusiness Rules) to designbusiness rules

There are eight Planningand Essbase systemtemplates in CalculationManager:

1. The Aggregationtemplate aggregatesdata.

There are four actions inBusiness Rules thatfunction like several of thesystem templates inCalculation Manager:

1. The Aggregate Dataaction functions likethe Aggregation

Not applicable




2. The Copy Datatemplate copies data.

3. The Clear Datatemplate deletes data.

4. The Allocation Simpletemplate allocatesdata from one locationto another.

5. The Allocation Level toLevel templateallocates data frommultiple levels.

6. The Amount-Rate-Unittemplate calculatesone variable when yousupply values for theother two.

7. The Export Datatemplate exports datato a database or file.

8. The SET Commandstemplate enables youto enter scriptcommands thatoptimize theperformance ofcalculation scripts.

There are four FinancialManagement systemtemplates:

There are four FinancialManagement systemtemplates in CalculationManager:

l The Financial Roundtemplate rounds datausing financialrounding instead ofstatistical rounding.The Financial Roundfunction rounds data tothe specified numberof decimals using the 4down/5 up method.

l The Get Days In Monthtemplate generates thenumber of days in amonth based on aspecified year andmonth number. The

template in CalculationManager.

2. The Copy Data actionfunctions like the CopyData template inCalculation Manager.

3. The Clear Data action,together with theCreate Blocks action,functions like the ClearData template inCalculation Manager.

4. The Create Blocksaction, together withthe Clear Data action,functions like the ClearData template inCalculation Manager.

Business Rules alsoprovides formulas thatfunction like CalculationManager systemtemplates:

1. The Pro-Rata Ratioformula functions likethe Allocation Simpletemplate in CalculationManager.

2. The three Units-Ratesformulas function likethe Amount-Rate-Unittemplate in CalculationManager.




month can be enteredas a number outside ofthe usual range of 1 to12, and the functionoffsets. For example, ifyou enter the year2008 and the periodnumber 0, the numberof days for December2007 is returned. If youenter the year 2008and the period number14, the number of daysfor February 2009 isreturned. This functionalso accounts for Leapyears.

l The Is In List templatetests whether aspecified dimensionmember is a memberof a specified memberlist.

l The Entity Allocationtemplate allocates thesource account fromthe group parent entityto the destinationaccount for each entityin the list based on theallocation weightspecified.

Creating custom–definedtemplates (in CalculationManager) and macros (inBusiness Rules) to designbusiness rules

You can use a wizard todesign reusable custom-defined templates toperform calculationsunique to your business.You can copy a systemtemplate and save it with anew name to use as astarting point for a custom-defined template.

You can design reusablemacros to performcalculations unique to yourbusiness.

Not applicable

Creating design timeprompts

You can use a wizard tocreate design timeprompts for custom-defined templates inCalculation Manager.

You can use variables inmacros to prompt forinformation.

Not applicable

Sharing components You can share script andformula componentsacross plan (for Planning)and calculation (for

Not applicable Not applicable




Financial Management)types and applications.

Dragging and droppingcomponents

You can drag and dropcomponents into abusiness rule's flow chartwithin the Rule Designer.

You can drag and dropactions and formulas intothe business rule's processbar in the GraphicalDesigner.

Not applicable

Showing and hiding detail You can zoom in or outwithin a flow chart todisplay more (or less)detail.


Editing a business rule incalc script format

You can edit a businessrule in calc script format,and return to editing itgraphically in the RuleDesigner.

You can edit a businessrule in calc script format,but you cannot return toediting it graphically.

You can edit a businessrule in text mode only.

Validating business rules If you are working with aPerformance ManagementArchitect application: youcan validate a Planningbusiness rule againstPerformance ManagementArchitect, FinancialManagement, and/orPlanning. You can validatea Financial Managementbusiness rule againstPerformance ManagementArchitect only. You maywant to validate againstPerformance ManagementArchitect, for example,when the application youare validating against isnot deployed, or when theapplication in OracleHyperion EPM Architect,Fusion Edition is notsynchronized with theapplications that aredeployed to FinancialManagement andPlanning.

If you are working with aclassic FinancialManagement or a classicPlanning application: youcan validate business rulesagainst only FinancialManagement or Planning,respectively.

You can validate abusiness rule againstEssbase or Planning.

You can use the Scanfunction to scan the VisualBasic script file to ensurethe functions are valid withthe correct number ofparameters and thedimension members arevalid for the application.




Deploying business rules You can deploy onebusiness ruleset percalculation type toFinancial Management;you can deploy one ormore business rules andbusiness rulesets toPlanning and Essbase. Youmust deploy business rulesand business rulesets tolaunch them from withinFinancial Management,Planning, or Essbase. Theapplications andcalculation types, plantypes, or databases youdeploy them to determinetheir launch locations.


Launching business rules After you deploy them fromCalculation Manager, youlaunch FinancialManagement businessrulesets and Planningbusiness rules from withinFinancial Managementand Planning. After youdeploy Essbase businessrules you can launch themfrom within CalculationManager or from withinAdministration Services.Launch locations aredetermined by thelocations to which youdeploy business rules andbusiness rulesets. You candefine multiple launchlocations for a businessrule by creating shortcutsfor it in CalculationManager.

You can launch businessrules from one or alllocations by selecting thelocations from which theycan be launched. You canlaunch business rules fromthe Rules node of theOracle EssbaseAdministration ServicesAdministration Console,the Business RulesGraphical Designer,theBusiness Rules WebLauncher, a command lineprompt, or from PlanningWeb.

You execute business ruleswhen you performcalculations, translations,consolidations, andallocations.

Working with views Calculation Managercontains four views of theobjects to which you haveaccess:

1. The System View

2. The Custom View

3. The Deployment View

4. The List View

Business Rules does notcontain views. You viewbusiness rules and otherobjects in a flat list, byobject type, from within theAdministration Console.

Not applicable

Using the System View The System View displays ahierarchical list of the





Financial Management,Planning, and/or Essbaseapplications, theircalculation types, plantypes, and/or databases,and the objects to whichyou have access. This viewenables you to see whichapplication andcalculation type, plan type,or database a businessrule is designed against.(This is the default view inCalculation Manager.)

Using the Custom View The Custom View displaysa list of folders you createand objects you drag anddrop into them. This viewenables you to organizeobjects in a way that ismeaningful to you.

*Not applicable Not applicable

Using the Deployment View The Deployment Viewdisplays a list, byapplication type andapplication, of the rulesand rulesets that aredeployed and notdeployed, and theirdeployment and validationstatus.


Using the List View The List View displays a listof the objects you selectfrom the Filter dialog. Thefilter dialog enables you tocreate a filtered list, byapplication type, ofapplications, calculationand plan types, andobjects to which you haveaccess.


Migrating business rules You can migrate businessrules and other objectsfrom the previous releaseof Business Rules to thisrelease of CalculationManager.

Note: To migrateFinancial Managementbusiness rules, you use theImport feature ofCalculation Manager.

You can migrate businessrules from the previousrelease of Business Rulesto this release ofCalculation Manager andfrom previous releases ofBusiness Rules to thisrelease of Business Rules.

You can migrate businessrules from the previousrelease of FinancialManagement to thisrelease of CalculationManager and fromprevious releases ofFinancial Management tothis release of FinancialManagement.




Importing business rules You can import businessrules (and other objectssuch as templates andcomponents) intoCalculation Manager fromBusiness Rules or fromanother FinancialManagement, Planning, orEssbase application withinCalculation Manager. Youcan also import Essbasecalc scripts intoCalculation Manager.When you import calcscript files, they becomegraphical business rules inCalculation Manager.

You can import businessrules from an xml file intoBusiness Rules.

You can use the Load Ruleoption to import a validVisual basic script file intothe application.

Exporting business rules You can export one or morebusiness rules and otherobjects from CalculationManager to an xml file.

You can export businessrules and other objectsfrom Business Rules to anxml file.

You can use the ExtractRule option to exportbusiness rules fromFinancial Management toan external Visual Basicscript file.

Using business ruleshortcuts

You can create shortcuts toa business rule in multipleapplications andcalculation or plan types.When you deploy businessrules with shortcuts, a copyof the rule is deployed tothe applications andcalculation or plan typesfor which you created ashortcut.


Working with variables There are four variabletypes for Planning, twovariable types for FinancialManagement, and threevariable types for Essbasein Calculation Manager:

1. Global: can be used inany Planning orFinancial Managementapplication

2. Application: can beused only in thePlanning, FinancialManagement, orEssbase applicationfor which it was created

There are two variabletypes in Business Rules:

1. Global: can be used inany business rule

2. Local: can be used onlyin the business rulesfor which they arecreated

There are two variabletypes in FinancialManagement:

1. Global: apply to thewhole calculationprocess

2. Local: apply to theindividual subroutinesonly




3. Plan type or database:can be used only in thePlanning plan type orEssbase database forwhich it was created

4. Business rule: can beused only in thePlanning or Essbasebusiness rule for whichit was created

Assigning accesspermissions to create andedit business rules

In Calculation Manager,your ability to create, view,and edit business rulesand other objects isdetermined by the role youare assigned in Oracle'sHyperion® Shared Servicesand your ownership of theobject in CalculationManager. By default, auser owns the businessrules and other objects theuser creates. As anadministrator or owner ofthe object, you can assignownership of it to anotheruser.

In Business Rules, youassign permission to editbusiness rules and otherobjects by selecting whichusers and groups canmodify them.

In Financial Management,you do not need accesspermissions to create oredit business rules.

Assigning accesspermissions to launchbusiness rules

You assign permission tolaunching business rulesand business rulesets inFinancial Management,Oracle Hyperion Planning,Fusion Edition, or OracleEssbase after the businessrules and business rulesetsare deployed fromHyperion CalculationManager.

You assign permission tolaunch business rules andsequences in Oracle'sHyperion® Business Rulesby selecting the databaselocation (or all locations)from which they can belaunched and by selectingwhich users and groupscan launch them.

You assign permission toexecute a calculationprocess in Oracle HyperionFinancial Management,Fusion Edition by assigningthe correct role securityaccess for the applicationto which it belongs. Forexample, to run aConsolidate process, theuser must have rolesecurity for Consolidate.

*In Business Rules, you can create projects to organize your business rules, sequences, macros, and variables in ways that are meaningful toyou.


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Financial Management Using Administrator Features, 11.1.1.3

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