calculation manager for hyperion planning training guide
TRANSCRIPT
ORACLE CORPORATION
Oracle Hyperion Planning Calculation Manager
Fusion Edition, 11.1.1
29 May 2008
3 Oracle Hyperion Planning, Fusion Edition 11.1.1
Table of Contents
Lesson 1: Introduction to Calculation Manager ..................................................................................4
Introduction to Calculation Manager ..................................................................................................5
Exercise 1 Navigation within Calculation Manager ........................................................................7
Exercise 2 Navigation using List view .......................................................................................... 18
Exercise 3 Navigation within Custom View.................................................................................. 21
Lesson 2: Rules creation ................................................................................................................... 23
Exercise 4 Create, Validate and Launch a simple rule .................................................................. 24
Exercise 5 Copy and modify an existing rule ................................................................................ 42
Exercise 6 Create, Validate and Launch an Advanced Rule ........................................................... 58
Exercise 7 Share rules and work with Rule sets ........................................................................... 66
Exercise 8 Import a HBR and a calc script into Calculation Manager ............................................. 72
Exercise 9 Manage the Rule Library ............................................................................................ 75
Lesson 1
Introduction to Calculation Manager
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Lesson 1: Introduction to Calculation Manager
Introduction to Calculation Manager
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Introduction to Calculation Manager
Calculation Manager is a module of EPMA that Planning and Financial Management
users can use to design, validate, and administrate business rules in a graphical
environment.
Calculation manager provides a graphical rule designer which allows creating and
editing simple and complex business rules, in using different components like member
ranges, conditions, formulas, scripts, loops.
Formula and script components can be shared and reused in different rules in different
applications.
The rule designer also provide predefined calculation logic called Templates. Available
templates can be used for clearing, copying, allocating and aggregating data, as well as
goal seek logic for calculation of type Amout/rate/unit.
Calculations entered in a rule can be generic and flexible through the use of variables
and Run Time Prompt (RTP).
A rule can be validated against the applicatoin view and against the deployed Planning
application.
The user can view the Essbase calc script generated, and can edit it in the graphical
mode.
Rules can be grouped into Rule sets (aka sequences in HBR)
Calculation manager provides features to administrate the rules, rule sets and shared
components in a library organized by Application, plan type and type of object. Another
way to classify calculation objects is to use custom folders.
The rule library also allows search and filtering of Calculation Manager objects.
Rules can be deployed individually or all together per application, through the
deployment options available.
In terms of migration, Calculation Manager provides a UI based integration wizard,
which for one selected application, will get rules and sequences and related objects
from the HBR repository and will migrate the elligible HBR business rules turn into
graphical rules. HBR Macros will turn into graphical templates.
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Calculation Manager also allows importing an Essbase calc script for the file system and
store it in the library as a graphical rule.
Calculation Manager is the central repository for all calculation objects for all
applications. These calculation objects can be navigated via different views. The System
View displays calculation objects by application, by rule type and by object type. The
List View allows filtering of the objects and displays the results in a flat list. The Custom
View allows the organization of calculation objects in custom folders for easy navigation.
This workshop will serve as an introduction to navigating through existing rules that
have been created in the repository. It will familiarize you with some of features offered
within Calculation Manager. There are subsequent workshops to create new calculation
rules and to deploy rules to applications.
Prerequisites
Installation and configuration of EPM Architect. Calculation Manager and Planning
Login as the Admin user to have full security access to all features.
Considerations
Review the Calculation Manager Overview powerpoint presentation before beginning
the workshops in this document
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Exercise 1 Navigation within Calculation Manager
Objective
Calculation Manager is an integral part of EPM Architect. Calculation Manager can be
accessed from within the Application Library or from the workspace. For the purpose of
this workshop, you will view the list of applications and access Calculation Manager
from the Application Library.
Once you are in Calculation Manager, you will be presented with the List View. There
are many ways to navigate through the calculation objects within Calculation Manager.
In this exercise, you should become familiar with how to navigate and view different
calculation objects within the repository.
Exercise Steps
1) Access the Application Library via the Navigate \ Administer \Application Library menu
selections. A list of application views available will be displayed in the upper pane.
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2) Select the TotPlan application from the list of application views. The rules information will
be displayed in the pane at the bottom right hand corner of the screen. The rules are
grouped by plan type. The first column displays the number of rule sets created for the plan
type. The second column displays the number of rules within the same plan type.
3) Access Calculation Manager via the Navigate \ Administer \ Calculation Manager
menu. The default System View within Calculation Manager is now displayed. The System
View displays all calculation objects within the repository. The objects are organized by
application type.
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4) Expand the Planning product folder to view the list of available applications for Planning.
Select the TotPlan application and expand the folder. A list of subfolders by plan type is
displayed (RuleSets, Capex, Ops, Plan1, Plan2, Wrkforce).
5) Select the Plan type folder Plan1 and expand the folder. A list of subfolders by object type
will be displayed ( Rules, Formulas, Scripts, Templates). If each object type subfolder is
expanded, the list of available calculation objects for the object type will be displayed. If
you know the type of object you are looking for, you can navigate directly to the object type
folder and locate the object.
6) .Open the rule called Eden Calculate Revenue
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7) With the Rule Designer for the Eden Calculate Revenue rule opened, please note the four
main areas within this page. The left pane is the Object Palette. The top section lists all of
the new objects that can be inserted into the flow chart. The bottom section contains the
list of existing shareable objects that can be dragged and dropped into the flow chart. The
flow chart area on the top right contains the flow of the calculation logic. The bottom pane
contains the properties tab, the Formula, Script or Global Range or Variables tab and the
Usages tab. The information in the bottom pane corresponds to the object selected in the
flow chart. If the Begin object is selected from the flow chart, the corresponding property
information regarding the rule is displayed. If either the Script component (ABC) or the
Member Range component objects are selected from the flow chart, the corresponding
conditional statement details are displayed in the bottom pane.
Review properties for each component available in the flow chart.
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When finished, from the Existing Objects panel, expand TotPlan then expand Plan1 and
expand Rules. Select the rule called Eden Forecast Seasonal Growth, right click and select
Open.
8) Select each object on the flow chart and review the corresponding information in the
bottom pane. Please note that each object displays the Caption field. The Caption for each
object will be displayed on the flow chart. The purpose of the Caption field is to allow the
designer to enter more descriptive text for the object to be displayed on the flow chart. If
the Caption is not entered, the object Name will be displayed instead. Try to modify
Caption if none is entered and see impact in the flow chart.
Select the second formula component (like in the picture below) from the flow chart and
review the corresponding property information for the component object. Select the
formula tab to view the collection of calculation statements in grid format.
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9) In addition to Formula components, a rule can also contain Script component objects ( ).
A Script component contains a collection of valid Essbase Script statements. If Essbase
script is preferred over the graphical flow method of developing rules then Script
component objects can be included in the rule files. Note that Script components can
happily co-exist with the graphical objects and provide a method for gradually migrating
existing Essbase Script rules to the graphical methodology. Select the first Script component
next to the Begin component to view the sample script. Script component are commonly
used to declare Essbase set commands.
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10) Calculation Manager can also display the complete script generated by the flow chart. Click
on the Begin component, and select the Script tab.
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11) Tab back to the System View and select another rule to view. Expand the Capex subfolder,
expand Rules and open the rule Add Asset.
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12) The Add Asset rule contains many loop and conditional objects. For easy navigation within
the flow chart, a loop or conditional object can be collapsed by right-clicking. This allows a
portion of the rule to be viewed at one time. Collapse and expand some loop and
conditional objects within the flow chart to view the changes of flow chart display.
13) In order to view more of the flow chart on screen, either drag the handle of the Slider icon
to the left or click on the Shrink button .
Adjust the slider to view the flow at different levels of magnification.
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Note that while the view is “zoomed out” as indicated by the Zoom icon displayed to the
right of the slider bar, the flow chart cannot be edited. To edit the flow chart, move the
slider handle to the right-most position or click on the Expand button until the Edit icon
is displayed.
Note that you can show on a specific part of a rule using a red area defined with the mouse.
Select a specific part of the rule you want to zoom in with the mouse, then Click inside the
red area in order to show the zoom of the selected area.
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14) Tab back to System View and select other rules to view. Close any unused tabs.
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Exercise 2 Navigation using List view
Objective
In addition to navigating the objects within the default System View, rules objects can be
easily located by using the filter options available in the List View. The objects can be
filtered by application, by calculation type, by object type, by label and by last update
information. The List View displays the filtered objects in a list. The objects can be sorted by
selecting the appropriate column heading.
Exercise Steps
1) Access Calculation Manager using Exercise 1 as a guide. If continuing from Exercise 1, from
the System View, select menu option View \ List View. The system will display the filter
options to allow selection of the filter criteria. Select the application type Planning, select
the application TotPlan and the object types Rules and Formulas. Hold down the “Ctrl” key
to make multiple selections.
2) After making your filter selections, the system will retrieve the calculation objects and
display them in the list format. Sort the objects by selecting each column heading.
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3) Select the Filter toolbar icon and test the other filter options by selecting the Advanced
Option tab. Select all objects with a label containing “Asset”.
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Then select all objects with a label starting with “Eden”. Also select objects that have been
modified between a range of dates such as July 1st to July 31st if possible.
4) From within the list, select any object and open from the right-click menu. The object will be
opened in a separate tab. Close any unused tabs when completed.
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Exercise 3 Navigation within Custom View
Objective
In addition to navigating the objects within the System View and List View, the objects can be
organized using custom folders. Within the Custom View, various levels of custom folders can
be created. Calculation objects can then be dragged and dropped in the folders. A folder can
contain objects from different applications and can also contain objects of different calculation
types or object types.
Exercise Steps
5) Access Calculation Manager using Exercise 1 as a guide. If continuing from Exercise 2, while
within the List View, select menu option View \ Custom View. The Custom View will be
displayed with existing folders created earlier.
6) To create a root custom folder, right-click on Planning and then select menu option New \
Folder. To create a sub-folder, right-click on the parent folder and select New \ Folder.
7) Expand and collapse the folders. Create additional custom folders. Drag and drop existing
calculation objects from the Existing Objects pane to the left of the custom folders.
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8) Select any calculation objects from the folder, right-click and open to view. The system will
display the object in a separate tab.
9) Close any unused tabs when completed.
Lesson 2
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Lesson 2: Rules creation
There are 7 tasks that will be covered as a part of this workshop:
• Create a simple rule made of templates for copy and aggregate and made
of simple formula component, member ranges, substitution variables and
Run time prompts. Validate and launch this rule and get results in
Planning.
• Create a more complex rule based on conditions, shared components and
run an allocation calculation. Validate and launch this rule and get results
in Planning.
• Shares these rules across multiple applications.
• Create a rule set, launch it, and merge variables.
• Migrate HBR rules.
• Organize the rule library.
• Import a calc script.
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Rules creation There are 7 tasks that will be covered as a part of this workshop:
Create a simple rule made of templates for copy and aggregate and made of simple formula component, member ranges, substitution variables and Run time prompts. Validate and launch this rule and get results in Planning.
Create a more complex rule based on conditions, shared components and run an allocation calculation. Validate and launch this rule and get results in Planning.
Shares these rules across multiple applications.
Create a rule set, launch it, and merge variables.
Migrate HBR rules.
Organize the rule library.
Import a calc script.
This workshop is designed for users to become familiar with the functionality provided
by the Rule designers, the rule library and the migrate/import functions.
Exercise 4 Create, Validate and Launch a simple rule
During this exercise, the user should be able to accomplish the following tasks:
• Create a new rule
• Drag and drop components in the flow chart
• Use member range and formula component
• Check the script
• Call member selector to select member and members through functions.
• Validate the rule against the application view and against the deployed
application
• Find the rule in Planning and Launch it.
Exercise Steps
1) Access to Calc Manager – skip to step 2 if continuing from Lesson 1
a. http://localhost:19000/workspace
b. demoadmin/Demov52
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Click the Hyperion Workspace Navigate menu (Orange wheel icon) and pick Administer / Calculation manager
2) Create a new rule
If continuing from Lesson 1, select System View from the View menu. Navigate to Planning rules, then Totplan / Plan1. Open Rules and right click on New. Note: The rule you will create through the steps described below will do the following: For North America entities, you will initialize the Plan from last year’s Actual, and Calculate Variances and COS.
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Enter name and description for this rule and click on OK.
You should see the following screen without any calculation statements.
3) Based on the TotPlan application structure, define a first Member Range to
restrict the rule to the lowest level below North America from the Entity
hierarchy. Entities : Level 0 Entities below North America
Select the Member Range component from the Rule Palette and drag and drop it to
the Rule Designer.
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Use the member selector to fill the grid:
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Click in the Entity grid and click on the Actions icon and select the
member selector.
Expand the Entity hierarchy and expand TotalGeography, select E01.
Use the Add Special button to pick the Relative (0) function.
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4) Next step is to copy data from Actual using a template.
In the Existing Objects palette, expand System Templates.
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Drag and drop the Copy Data template from the system templates palette into the member range.
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Tab 1. Point of View:
Click in the Account Grid and click on the Actions icon .
Within the Member Selector window, click on the menu icon ( ) and select to show Description. Using the member selector for the Account dimension, restrict on descendants of Net revenue (Alias) using the add special button, and on Units and Price accounts and click on OK.
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Select the Tab 2. Source: Using Drop down list, select Scenario as the Main Dimension and Actual as the Main dimension member using the member selector. Using the member selector, select FY09 for Year and Final for Version and click on OK.
You should have the following grid:
Select the Tab 3. Destination: Modify the Dimension main member to be Plan from the scenario dimension. Replace FY09, Final by FY010, Working.
Select the Tab 4. Options:
Using the drop-down list, select to apply a percentage to the copied data.
Enter 15 as a percentage.
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Click on Save and then Select the Script Tab to have a look at the generated Essbase
script:
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5) Calculate Scenario Variances using formula
Drag and drop a formula component after The Copy Data template.
Enter Variances in the caption box.
Fill the grid with the following formula: "Act vs Plan”= Actual->Final ->FY09 – Plan "Act vs Plan %"= "Act vs Plan" / Plan You can type it, copy paste it from this document and call the member selector (these members belong to the scenario dimension)
Note: when using the member selector, If you select members from different dimensions, the cross-dim arrow is automatically generated.
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After completion, you should have the following formulas:
Note the different options available when creating formula (right click on formula): You can insert conditions, add or suppress formula rows, create sub-grids and copy/paste rows.
6) Create a Cost of Sales (COS) calculation using another formula component
Add a new formula component between Copy Data and Variances.
Enter COS in the caption box.
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Fill the formula grid with the following calculation: “Operating COS” = “Operating Revenue” / 2 In order to do it, use the member selector and perform a search on Alias or on Description property.
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451000 – Operating COS.
Finalize the right hand side part of the formula by manually entering:
“411100” / 2
You should see the following calculation:
7) Save your rule using the Save icon
8) Validate your rule against Planning using the Validation icon
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If you see the following error message:
Open the Administration Services Console for Essbase, open the TotPlan:Plan1
outline and define “Act vs Plan” and “Act vs Plan %” account members as Store Data
members. By default these two members are set to Dynamic Calc members. Save
the outline and go back to Calculation Manager.
Validate again your calculation against Plannning.
You should see the following message:
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9) Deploy the rule
Select the System View tab, highlight the COS and variances calculation, right click
and select to Deploy your calculation.
10) Create a web form In TotPlan and associate the new calculation.
Open the TotPlan application. Create a new form called Plan Initialization and
Variances with the following design:
Data form name: Plan Initialization and Variances
Asymmetric columns:
Rows:
Page/point of View:
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Select the Business Rules tab and associate the corresponding calculation you just have created (COS and Variances).
If necessary, launch the new rule (Note: as it is not an optimized calculation, it may take some time to execute – it may be interested to wait until the next rule/ next exercise is completed to launch a calculation done with Calculation Manager).
Exercise 5 Copy and modify an existing rule
During this exercise, the user should be able to accomplish the following tasks:
• Duplicate a rule
• Rearrange the calculation flow
• Use condition component
• Find the rule in Planning and Launch it
• Create RTP and use it in the rule
• Check the script
• Define Launch access rights for that rule
Exercise steps
1) Copy an existing rule.
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Go to the Calculation Manager System View tab. Select the “COS and Variances”
rule and select Copy To and give a name to the new calculation then OK.
Open the new rule (right-click and Open or double-click on the rule)
2) Add a condition to the new rule.
Drag and drop a condition component to the flow chart, between the two formulas (COS and Variances formulas).
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Condition is: If the ratio Gross Profit / Operating Revenue is, for last year’s Actual, greater or not than 50%. (Last year’s actual is defined by the cross dimension combination Actual->FY09->Final) Tip: As you will have to often use the following cross dimension string: Actual->FY09->Final, to be more efficient in the rules maintenance, you will create a variable names “Actual_Prior_Year”, and you will use this variable in your previous formula component instead of the cross dim string. a. Create a new Variable called Actual_Prior_Year With the Tools menu, select Variables. Expand the Planning tree on the left hand pane, and select TotPlan. This will show all the variables available for rules designed against this application. Expand TotPlan and select Plan1. You can create a variable using several ways: Right click on Plan1 and select New, or Right click in the left hand side panel and select New, or Highlight the File menu and select New > Variable. Fill the Properties tab as Follow:
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Save the variable and close the Variable tab.
b. Go back to the rule, in the flow chart click on the condition.
Enter the following caption to this condition component: Gross Profit Ratio >
50%
Call the condition builder ( ) from this screen
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Choose Data condition
Type the condition using member selector and variable selector for defining
the cross dimension selection:
"400000"->{Actual_Prior_Year} / "410000"->{Actual_Prior_Year} > 50%
which is equivalent to
“Gross Profit”->{Actual_Prior_Year} / "Net Revenue"->{Actual_Prior_Year}>
0.5
Add the condition to the upper grid using the Add icon ( ), then click on
ok
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Move the COS formula into the True statement of the condition, using a drag and
drop.
Modify the caption to this formula component (High COS)
3) Add a second condition
Drag and drop a new condition component into the false statement of the first condition component Or Copy the first condition, and paste it on the false horizontal lane using right click options. Enter/ update the condition: "Gross Profit Ratio"->{Actual_Prior_Year} > 25%
("400000"->{Actual_Prior_Year} / "410000"->{Actual_Prior_Year} > 0.25) Copy the High COS component to the true statement of the second condition and change the formula to: Operating COS = Operating revenue / 3. Set the caption of this formula component to Medium COS
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Medium COS:
4) Finalize the condition
Copy the High COS component to the false statement of the second condition and
change the formula to: Operating COS= Operating revenue / 4
Set the caption of this formula component to Low COS
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5) Restrict the COS calculation on level 0 Segments, below Seg01
Drag a drop a new member range to the left of the condition group. Call the member selector and choose the segment dimension. Pick the Seg01 segment, choose Relative 0 in the add special Click OK Move the Gross Profit Ratio Condition block inside the segment member range.
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6) Aggregate partially the Segment dimension
Drag and drop an Aggregation system template outside the Segments member range and before the Variances formula. Fill this template as follows
Using 1.Point of View tab: Restrict on Plan Using 4. Partial dimension aggregation (sparse) tab, check Segments, perform an aggregation on Seg01 and pick descendants as aggregation level for the sparse dimension1.
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7) Restrict calculations
Drag and drop a member range component right after the Copy Data template Fill it with Plan Drag and drop the condition group into this member range (using the Segments Member range). Drag and drop the Aggregation template into this range
Drag and drop another member range component just before the member range on Plan Fill it with FY10 and Working (use member selector – select these 2 members in this member selector)
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Drag and drop the member range on Plan within the member range on FY10 and Working Drag and drop the Variance formula component outside the member range on plan, and inside the member range on FY10 and Working
8) Restrict the whole Rule on HSP_InputValue (HSP_Rates dimension) and Local
(currency dimension)
Go to the begin component Select the Global Range tab. Enter HSP_InputValue & Local or use the member selector
9) Aggregate the Entity dimension
Select the second member range for FY10, Working, right and select Collapse.
Drag and drop an Aggregation system template before the End component. Fill the Aggregation template with the following: Restrict on "Plan", "Act vs Plan", FY10, Working, and Distribution in the 1. Point of View tab. Select Entity as the Sparse Dimension 1 using the 2. Full Dimension aggregation tab.
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10) Validate the rule
Click on Actions / Validate or click on the green check box Check Planning to validate the calc script logic Final Rule flow chart should look like this:
11) Deploy the rule
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Click on Actions / Deploy
12) Launch the rule
Go back to Planning (through the navigate button / Application / Planning / TotPlan if necessary). Edit the form “Plan initialization and Variances” and associate the second rule “COS and Variances advanced” and save changes. Click on the folder where you the web form is saved. Open the webform. Verify data before calculation. Launch the rule “COS and Variances”, refresh and check data after calculation. Note: this second calculation should take some times to execute.
13) Use Substitution variables
Go back to the rule designer in the workspace. You will replace FY10 by an Essbase substitution variable that already exists: CurrYr You will replace FY09 by an Essbase substitution variable that already exists: PriorYr The Essbase substitution variable in that TotPlan application is designed as an Application variable. Find the right components and make the change in typing or calling the variable selector. 14) Create a variable for Run time Prompts
Go back to the rule library and call the variable designer by clicking on Tools / Variables Expand the Planning hierarchy on the left hand side and select Global.
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Right click in the right pane and select new, or click on file / new / variable Name it Currversion in the Properties tab and select Member as type. Select Version as Dimension Type, check the RTP box and enter Select Version as RTP Text.
Click on Save.
15) Apply RTP in the rule
Go back to your rule and replace “Working” by {Currversion} in the required components. Save the rule
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Select the Begin component and check in the ‘Variable’ Tab, that this Run Time Prompt is present.
16) Repeat tasks 10, 11 and 12: Validate, Deploy and Launch.
Note: validating a RTP without a default value should generate an error. Modify
the Currversion RTP by assigning a default value.
17) Edit the script
Duplicate your rule using a File > Save as, and edit the script (Menu Edit / Script).
Move the 15% increase formula into the second FIX on [FY10, Working] and remove the first FIX on [FY10, Working] (or &CurrYr, {Currversion}) Go back to graphical (Menu Edit / Graphical). Notice that the templates have been replaced by regular components (this is the expected behavior) Test the rule again.
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Initial Script Modified Script
18) Apply Launch security
In Planning, go to Administration / Business Rule Security. Select your rule, and click on Assign Access. Give users and group a launch access to this rule and Close: Add a Launch access to Carol only. Add a No Launch access to Henry. Give users and group access to the Plan initialization and variances web form to Carol and Henry.
Reconnect to Planning with a user which does not have launch access - Henry, and make sure he does not see the rule. Reconnect to Planning with a user which has a launch access – Carol , and make sure she can see and launch the rule.
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Exercise 6 Create, Validate and Launch an Advanced Rule
During this exercise, the user should be able to accomplish the following tasks:
• Copy paste groups of components
• Use a shared component
• Use Run Time Prompt (RTP)
• Use the Clear Data, Copy Data and Allocate templates
• Use the Aggregation template
Exercise Steps
1) Create a new rule and call it: Generate Forecast
2) Define member ranges
Select the Begin component, and in the Global Range tab, enter HSP_InputValue for the
HSP_Rates dimension. You can type it or call the member selector
In the flow chart, drag and drop a member range component and define the following
selection for the Entity dimension: Relative 0 below “North America”
3) Copy data
You will initialize Forecast FY10 based on existing Actual FY09 data and Plan FY10 for
unknown months. You will use 2 templates to do it.
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Within the previous member range component, drag and drop a Copy Data template
and initialize it as follows to copy data from Actual,Final,FY09 for Jan to {CurrMonth} to
Forecast, Working, FY10 and the same period range.
Select tab 1. Point of view
Period Jan:{CurrPrd}
Account @IDescendants(“IncomeStatement”)
Select Tab 2. Source and fill with:
Select tab 3. Destination and fill it with:
In the Options tab, choose to clear destination data prior the copy
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Drag and drop a second Copy Data template and fill the rest of the year from {CurrPrd}
to December: Plan, FY10, Working , {CurrMonth} to December to Forecast, FY10,
Working, {CurrMonth} to December .
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4) Set a new Member Range
Drop a new member range after the last Copy template, and fill it with Forecast,
Working and FY10
5) Adjust Prices and recalculate units
Within this member range, add a formula component for initializing the prices for each
entity in using the last year Actual (Actual, Final, FY09) and add 7%.
Recalculate the units with the formula: Units = “Operating Revenue” / Price
Restrict this 2 lines formula to Relative 0 of Segments, below “Electronics” (Seg01)
(drop a member range component for segments and move the formula in this member
range)
6) Aggregate Data.
Aggregate the Segments dimension using an Aggregation template, outside the member
range on segments.
For this template, do a partial aggregation as follows:
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7) Check the script
You can at any time, check what script is corresponding to your rule.
Click on the Begin or End component, and click the script tab to check the corresponding
script.
Go back to your formula component on price and replace Actual->FY09->Final by
{Actual_Prior_Year} which is a variable defined under TotPlan/Plan1.
8) Validate deploy and launch the new rule.
Open the TotPlan planning application.
Use the webform “01 Income Statement” in the financial statement folder.
Modify the webform in order to display Units and Price before the Net Revenue account
and add the new calculation.
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Modify Page and Point of View:
Open the webform and check price values – Compare to prices stored for Actual Final
FY09.
Launch the rule
Check Income statements for Plan, Forecast, Actual
Browse on segments and entity and check data
Make sure data copied and calculated properly.
9) Modify the rule
Select the North America member range (E01), do a “copy group” and paste it at the
end of the rule.
(you can Collapse the first North America group - double click or right click / collapse -
to have more space).
In the duplicated group, change the member range from North America (E01) to EMEA
(E03) in the @relative selection; also change the Caption to EMEA for the member
range.
10) Shared component utilization
Within the EMEA member range, delete or remove the Price adjustment formula.
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Select the Price adjustement formula located into the North America group:
Edit the Properties tab and check the Shared box. Give a name to this shared formula:
“Price Adjustment” and Save.
Right click and select “Copy Reference” and paste it within the Electronics (Seg01)
member range in the EMEA group.
Change the increase rate within the formula modifying 1.07 by 1.08.
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Select the formula within the EMEA group and see that the formula has been updated.
The Price Adjustment formula is now a shared and reusable formula.
In the Existing objects pane, expand TotPlan, Plan1 and see the saved formula “Price
Adjustment”. Right click and open it.
Click on the Usages tab to see which rule is using that formula.
11) Replace members with Run Time Prompts
Create three RTPs: version, year, scenario as the Plan type level.
Go back to the rule and replace FY10, Forecast and Working by these RTPs when
appropriate in the calculation.
12) Validate and Deploy the rule.
13) Launch the rule and test RTPs.
Using the webform “01 Income Statement” (or the one you have created) and with the
Business Rules tab, modify the design and test RTP option between Run on Save, Use
Members on Data Form and Hide Prompt.
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14) Check Data
Exercise 7 Share rules and work with Rule sets
During this exercise, the user should be able to accomplish the following tasks:
• Share rules across application
• Duplicate rules
• Create a rule set
• Merge and hide variables
• Work with Cross application rule sets
Exercise Steps
15) In the system view multi select the rules you created in your application or select
several rules under TotPlan.
16) Share these rules with some other applications, using the “Create shortcut” function
available in the right click menu.
Create shortcuts for these rules to the Finsrvcs Application (Plan 1 for all)
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Note: in order to create calculation shortcuts you must have at least two EPMA enabled
Planning applications.
Validate these rules in each application if relevant.
In this example, as Finsrvcs doesn’t have the same dimensionality compared to TotPlan,
you will not be able to validate.
17) Deploy these rules to these new locations
Go in the deployment view (View menu / Deployment View)
Expand the locations which have received these new rules, and check the rules which
you want to deploy.
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Select an application which you want rules to be deployed to, and right click on deploy
to deploy the rules.
When the deployment is finished within the EPMA Job Console, go back to the
deployment view and refresh the status.
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Go to Planning and check that the rules are present.
Make a change to one of the initial rule (under TotPlan).
Make sure the status is updated in the deployment view.
Deploy the modified rule in Finsrvcs.
18) Create a Rule set
Go back in the system view
From your initial TotPlan rules folder, create a rule set (File > New > RuleSet) and name
it: myRuleSet
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Add several rules using drag and drop in the RuleSet Designer.
Save and validate the RuleSet using the Actions menu.
Deploy the rule set.
19) Merge variable
Make sure you are using common RTP between the rules in the rule set.
If that is the case, use the Merge variable option.
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Deploy and Launch and make sure the merge is working.
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Exercise 8 Import a HBR and a calc script into Calculation Manager
During this exercise, the user should be able to accomplish the following tasks:
• Import a Business Rules
• Import a calc script
In this exercise, the user will connect to the Administration Console for Essbase and
export a Business Rule and a Calc Script. Both will be import into Calculation Manager as
new rules.
IMPORTANT NOTE: be sure you have available Business Rules in Oracle Essbase
Administration Services.
1) Export a Business Rule.
Connect to Administration Console for Essbase (demoadmin/Demov52). Expand
Business Rules and Repository View.
Expand Rules, select “Eden IT Allocation” and do a save as “Eden IT Allocation export”.
Do a right-click on Business Rules ( ) and select Export Business
Rules. Go down to the list, and select your new calculation “Eden IT Allocation export”.
Export the rule to your desktop and select the TotPlan:Plan1 Essbase outline to finalize
the export.
2) Go back to Calculation Manager. Using the System View tab, select File > Import.
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Select the rule saved on your desktop, use Skip Existing Objects for Import Options and
click on update Location Details. Fill Details.
Import the rule and verify you can see it under TotPlan, Plan1 the imported rule.
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Open the rule from the System View tab, analyze the imported graphical flow and the
associated script. Validate the rule and correct any issue you have encountered during
the import process.
3) Import an Essbase Calc Script
From the System View tab of Calculation Manager, Select File menu > Import.
Browse to C:\ORCL\HYSL\products\Essbase\EssbaseServer\app\TotPlan\Plan1 and
select any calc script you want to import.
Update Location details and import he calc script.
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Refresh the System View and verify you have the new rule under TotPlan:Plan1.
Open and analyze the imported rule. See that the graphical flow is automatically
generated. Make modification and save the rule.
Exercise 9 Manage the Rule Library
During this exercise, the user should be able to accomplish the following tasks:
• Find a rule, rule set, a component within the rule library
• Identify usages (who uses what)
• Organize rules and rule sets in Folders
• Filter the library
This is a free form workshop.
Use the View / Custom view to organize your rules in a folder and subfolder structure.
Use the view / List view to get a flat list of all Calc manager artifacts and use the filter
options to find a particular rule, component or template