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