Beginning Calculation Manager for Essbase and Hyperion Planning
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This presentation will introduce the attendee to Calculation Manager. Calculation Manager is the new tool to create business rules and business rule sets to run against Hyperion Planning and Oracle Essbase. By attending the presentation, the attendee will learn about differences between Calculation Manager and Hyperion Business Rules, as well as see a live demo of the tool to develop and deploy business rules to a Hyperion Planning application.
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Beginning Calculation Manager for Essbase and Hyperion Planning
- 1. z al an rR ate Beginning Calculation Manager for Oracle dg ew E Essbase y of ert Prop Scott T. Pold Practice Manager #Kscope
- 2. Agenda Company Introduction z al an rR ● Who is Edgewater Ranzal Calculation Manager w ate ● ge Ed What is Calculation Manager? ● of Benefits of Calculation Manager? ● e rty Interface Introduction ● ro pof Calculation Manager P Components Demo ● Creating a rule or two Q&A #Kscope
- 3. Edgewater Ranzal Overview al nz ● Founded in 1996, Ranzal has implemented Oracle / Hyperion Ra solutions for over 700 companies (1,000+ projects) ter wa ● One of the largest Hyperion practices in the U.S. with global ge - highest status for an EPM- presence Oracle / Hyperion Platinum d E Partner of ● rty high-profile clients from coast to coast only partner ● ro pe Vertical expertise with ● P 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 #Kscope
- 4. What is Calculation Manager? ● z al Workspace Module used to graphically create, validate and administer an business rules for Essbase, Planning and HFM rR ● w ate Allows for the creation and administration of rules for Essbase (ASO and ge BSO), Planning and HFM in a single user interface. d ● o fE Rules can be created graphically or as a script and then converted back rty and forth Introduced in ro pe P ● 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!! #Kscope
- 5. Benefits of Calculation Manager ● z al Provides business users and admins a “friendly” view of complex an calculation logic rR ● Speeds development and administration by providing, reusable and ate shared components across multiple rules and applications w ge ● Ability to make modifications to calcs but chose deployment times to d individual apps instead of mass/forced changes ● o fE Ability to create controlled/traceable process for change rty management/auditing pe ● LCM Migration ● ● P ro 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 #Kscope
- 6. Calculation Manager – Security ● Provisioning created in Shared Services al nz Ra ● Assigned roles determine ability to Create, Edit and Delete Rules r e at ew ● Global Calculation Manager administrator role enables you to dg create, edit, and delete Planning, Financial Management, and f E only: The Financial Management Essbase objects yo ● Financial Management users t erFinancial Management objects Calculation Manager administrator role enables you to create, rop only: The Planning Calculation Manager edit, and delete ● P Planning users 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 #Kscope
- 7. Calculation Manager - Accessing ● To access Calculation z al an rR Manager: ● Log into Workspace w ate Navigate->Administer-> d ge fE Calculation Manager o rty ro pe P #Kscope
- 8. Calculation Manager - Views al nz ● Views allow you to see Calculation Manager objects in Various contexts Ra ● List View a ter g ew Ed ● System View ● Custom View o f rty pe ● Deployment View P ro #Kscope
- 9. Calculation Manager – List View Open – Open rule in Rule Designer z al an Delete – Delete the Rule rR Export – Export the rule to a .xml file Validate – Validate the rule ate Launch – Launch the rule (Essbase only) w Copy – Copy entire rule to another Application or create a copy ge within the same application d Create Shortcut – Creates a shortcut to the rule in another fE application, will be deployed to that application on next deployment o Show Usages – Shows the rules and rulesets that a shared rty component or rule is used in. Also shows the owner and the pe deployment and validation status. ro Change Owner – select a new owner for the rule P #Kscope
- 10. Calculation Manager – System View al • The System View is the default view when Calculation Manager is launched. z an • Rules are organized by application type (Essbase, Planning, HFM) and by rR application/db for Essbase (Plan Type for Planning, Calculation for HFM) ate • Right click menu allows for creation of new Rules, Scripts, Formulas and Templates w d ge o fE rty ro pe P #Kscope
- 11. Calculation Manager – Custom View al • The Custom View allows you to create and organize personal folders. You can drag z an and drop rules, rules sets, formulas, script components and templates into your rR folders w ate d ge o fE rty ro pe P #Kscope
- 12. Calculation Manager – Deployment View al • The Deployment View lists all rules and rule sets by application type and application, z an as well as their validation and deployment status. From this view you can select rules rR and make them deployable. You can then deploy one or more rules (partial ate deployment), or all rules in an application (full deployment). w d ge o fE rty ro pe P #Kscope
- 13. Calculation Manager – Components al • A business rule can be composed of components, including formulas, z an scripts, conditions, member blocks, member ranges, data ranges (Financial Management users only), and loops rR • ate Formula components contain calculation statements that users can write or w ge design using members and functions, and optionally, conditional statements. • d Script components contain only Visual Basic (for Financial Management) or o fE Essbase (for Planning and Essbase) calc script statements rty • Condition components contain conditional statements pe • Member block components contain one member that you specify (Ess & Pln • only) P ro 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. #Kscope
- 14. Calculation Manager – Components Formulas (Planning & Essbase BSO) z al an • Comprised of a single or multiple calculation statements rR • Calculation statements are entered in a row of the grid within the component designer w ate ge • You can use the Condition Builder to create multiple and nested IF’s d • When you drag an existing formula into the flow chart, it automatically becomes a shared object. o fE rty • Displays with a caption below in the flow chart as shown: ro pe P 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: #Kscope
- 15. Calculation Manager – Components Conditions (Planning & Essbase BSO) z al an • IF…THEN statements rR • Unlike Formula and Script components, Condition components cannot be ate shared Metadata conditions (IF @ISMBR(Sales)) or Data conditions (IF Sales w ge > 0) d • Displays as a diamond with a ? in the flow chart, with the caption above: fE • Defines the member that t y o be calculated in a statement (opens a calc Member Blocks (Planning & Essbase BSO) ershould block) P rop can also be opened within the Formula and Condition • Note: Calc Blocks 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: #Kscope
- 16. Calculation Manager – Components Member Range (Planning & Essbase BSO) z al an • Member Range components cannot be shared rR • Member Range can be defined using Variables, Members, or Functions ate • Member ranges from multiple dimensions can be defined within one component w • Displays as two circles with a connecting line in the flow chart • Creates your FIX statements d ge o fE rty Fixed Loop (Planning & Essbase BSO) • Cycles through a list of members or records a fixed number of times. ro pe • Fixed Loop components cannot be shared across rules P #Kscope
- 17. Calculation Manager – ASO Components Point of View (Essbase ASO) z al an • Lists of members rR • Similar to FIX statement (Member Range) in BSO ate • You can use these functions to define the POV • @Level0Descendant w • @Sibling d ge fE • @UDA • @Attribute o rty ro pe from a member to the Lev0 descendants of that Allocation (Essbase ASO) P • Allows you to push data 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 #Kscope
- 18. Calculation Manager – Variables Variables z al • Accessed thru Tools->Variables menu option an • Application or Database Level variables rR • Types of Variables w ate ge • Execution: When the business rule is launched, the calculation defined d fE for the variable is performed. You can use execution variables in o formula, condition, or loop components rty • Replacement: When you are designing or launching the business rule, ro pe the variable is substituted with a calculation. You can use replacement P 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 #Kscope
- 19. Calculation Manager – Variables Replacement Variable types al nz • Numeric - a number Ra • String - a text string a ter wstorage application users • Planning and Essbase block ge only: f Ed t yo • Essbase - an Essbase substitution variable r • Planning and pe o Essbase users only • Pr Cross Dimension - a selection of dimensions • Dimension - a dimension • Member - a member • Members - two or more members • Percent - a percentage #Kscope
- 20. Calculation Manager – Variables Replacement Variable types z al • Planning users only an • String as number - a text string e rR • Date as number - a date w at • Member Range - a rangege members from one or more Ed of dimensions of rty pe • Financial Management users only ro P • 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 #Kscope
- 21. Calculation Manager – Best Practices • Use the graphical interface! z al an • rR ate Reuse objects to minimize code duplication ew • dg Remember to deploy (for Planning applications) fE yo ert • Set variables in consistent locations • P rop captions in the rule components to document Use comments and 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 #Kscope
- 22. Calculation Manager – Demo z al an rR w ate d ge o fE rty ro pe P #Kscope
- 23. Questions? z al Scott Pold an rR spold@ranzal.com ate ew Atlanta, Ga dg fE USA yo ert rop +1.678.787.1181 P www.ranzal.com #Kscope