Introduction to Calculation Manager

Agenda
Day One Introduction to Calculation Manager Creating Rules and Formulas Managing Rules Managing Templates Day Two Reducing Maintenance with Variables Managing Rules Scope with Conditions Managing the Custom and ICP Dimensions Troubleshooting with Log Files

Agenda (continued)
Day Three Working with Member Range Components Working with Data Range and Fixed Loop Components Managing Financial Management Data Working with Dimension Hierarchies Creating Rules for Dynamic Accounts Day Four Creating Allocations Introduction to Currency Translation Creating Custom Translation Rules Creating Consolidation and Elimination Rules

Objectives
After completing this lesson, you should be able to: Describe Financial Management rules Describe Calculation Manager Work with Calculation Manager views View Rules Print Rules

Financial Management Rules

Financial Management rules provide powerful, customized calculations: Calculate data that cannot be calculated through a hierarchical aggregation, such as ratios or variance analyses Perform complex currency conversions and calculate exchange rate differences Prevent data entry for specific combinations of members Perform custom consolidations for statutory reporting requirements

Calculation Manager Overview

Design

Validate

Deploy

Rules and Rule Components

Loop component Condition component

Formula component

Calculation Types

Calculate

Translate

Consolidate

Working with Calculation Manager Views

System List Custom Deployment

System View

Product Application Calculation Type Rule Sets

Rules

Formulas Scripts Templates

List View
Filter options Click column headings to sort .

Custom View

Deployment View

Viewing Rules
Double-click to expand/collapse. Zoom in/out.

Printing Rules

Summary
In this lesson, you should have learned to: Describe Financial Management rules Describe Calculation Manager Work with Calculation Manager views View Rules Print Rules