getting the most out of calculation manager in oracle hyperion
TRANSCRIPT
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Getting the most out of Calculation Manager in Oracle Hyperion
Analysis Express LLC
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Topics• What is Calculation Manager• Benefits of Calculation Manager• Prerequisites• Security• Logging in and selecting views• Importing Script• Designing Rules• Display Errors and warnings• Debugging and deployment• Demo followed by Q&A
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What Is Calculation Manager
• A workplace module used to graphically import, develop, debug, manage and deploy business rules for HFM, Planning and Essbase.
• First offered in EPM version 11.1.1.0• “Hyperion Business Rules” is officially retired,
and no longer offered in version 11.1.2.2+ • There are many methods of importing Business
rules into Calculation Manager depending on product and version.
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Calculation Manager Benefits
• Flexibility: Rules which are created or imported can be viewed and edited graphically and manually coded.
• Faster: Graphical representations of the complex calculation script logic benefits business users
• Simplicity: It’s a single web based interface for Financial Management, Essbase, and Planning.
• Less Maintenance: Offers excellent line by line debugging for Essbase scripts.
• Guidance: The displaying of Errors & Warnings is incredibly more verbose!
• User Friendly: You are able to switch from the graphical view and the script view with ease
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Calculation Manger Prerequisites
• EPM 11.1.1.0 or higher• If you are unable to access Calculation
Manager, you may not have all of the prerequisites.
• If you don’t see it in workspace, you may just need to configure it
• Contact us for more information on enabling or installing calculation manager if you are having trouble.
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Calculation Manager Security
• Security for Calculation manager for Essbase is inherited from Essbase.
• For Financial Management and Planning users, there are specific roles for each that you can assign that give you create, edit, and delete objects for each product.
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Logging into Calculation Manager
1) Log into workspace
2) Go to Navigate, Administer, Calculation Manager
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Using Desktop Mode
• Select View– System View – This is the default view. This lists
applications, plan types, and objects that you have permission to view. Most tasks are completed here.
– Custom View – Allows you to create folders and show only the objects you want to see.
– Deployment View – This contains rules and rule sets that you can set as deployable. This allows you to do full or partial deployments.
– Filter View – This allows you to query by example and filter different objects.
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System View & Development View
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Using Desktop Mode
• Actions Menu – Allows several different actions depending on the specific View you have selected– Selecting “System View”->”Database Properties” allows
you to perform many of the same tasks that can be completed in EAS, without the need to use the EAS client or access Administration Services Console.
– Selecting “System View”->”Import” allows you to bring pre-existing calculation scripts into Calculation Manager for editing and advanced debugging features.
• Shortcut Icons – You can press these icons and directly access features without going through the Actions Menu.
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Database Properties Menu
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Importing an Essbase Calculation Script Part 1
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Importing an Essbase Calculation Script Part 2
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Importing an Essbase Calculation Script Part 3
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Importing an Essbase Calculation Script Part 4
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Importing an Essbase Calculation Script Part 5
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Rule Designer
• You can create/edit a rule flowchart to compliment your calculation script code.– This allows you to add code to a calculation
script without directly editing calculation script code.
– Can be useful for non-technical employees to create and manage calculation scripts.
– The flowchart method takes longer if the person writing the calculation script is an expert at writing calculation scripts.
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Flow Chart
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Displaying Errors & Warnings
• An awesome feature to decrease your calculation times– Accessed in the Errors & Warnings tab under Rule Designer– Gives a much more detailed error messages when somethings
goes wrong.– Provides guidance to decrease calculation time by pointing out
areas in the code which may be slowing down the entire process.
– Some may find this overly verbose, especially with pre-existing calculation scripts committed to production.
– Could see this being very useful for writing highly efficient and fast calculation scripts if you started using Calculation Manager from the beginning to write the particular calculation script.
– Much more useful for pointing out where there actually are errors in the code.
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Displaying Errors & Warnings
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Displaying Errors & Warnings
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Debug Mode• Allows you to set up
breakpoints, similar to how an IDE will let you debug an object oriented programming language.
• Can be used to pinpoint errors in calculation logic in an easy, streamlined way.
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Deploying an Essbase Calculation Script
• When you are done modifying the “Rule”, right click on it in System View and it will deploy it to the database and convert it back into a calculation script.
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DEMO
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Calculation Manager Takeaways
• New standard platform for Hyperion development
• Faster overall development• More flexibility• Less maintenance• Built for the future