ORACLE CORPORATION

Oracle Hyperion Planning Calculation Manager
Fusion Edition, 11.1.1
29 May 2008

Table of Contents
Lesson 1: Introduction to Calculation Manager ..................................................................................4 Introduction to Calculation Manager ..................................................................................................5 Exercise 1 Exercise 2 Exercise 3 Navigation within Calculation Manager ........................................................................7 Navigation using List view .......................................................................................... 18 Navigation within Custom View.................................................................................. 21

Lesson 2: Rules creation ................................................................................................................... 23 Exercise 4 Exercise 5 Exercise 6 Exercise 7 Exercise 8 Exercise 9 Create, Validate and Launch a simple rule .................................................................. 24 Copy and modify an existing rule ................................................................................ 42 Create, Validate and Launch an Advanced Rule ........................................................... 58 Share rules and work with Rule sets ........................................................................... 66 Import a HBR and a calc script into Calculation Manager ............................................. 72 Manage the Rule Library ............................................................................................ 75

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Oracle Hyperion Planning, Fusion Edition 11.1.1

Lesson 1 Introduction to Calculation Manager Lesson 1: Introduction to Calculation Manager 4 Oracle Hyperion Planning.1 . Fusion Edition 11.1.

Calculation Manager provides a UI based integration wizard. A rule can be validated against the applicatoin view and against the deployed Planning application. Available templates can be used for clearing. in using different components like member ranges. allocating and aggregating data.1 . Rules can be grouped into Rule sets (aka sequences in HBR) Calculation manager provides features to administrate the rules. conditions. and administrate business rules in a graphical environment. as well as goal seek logic for calculation of type Amout/rate/unit. Calculation manager provides a graphical rule designer which allows creating and editing simple and complex business rules. In terms of migration. scripts. The user can view the Essbase calc script generated. The rule library also allows search and filtering of Calculation Manager objects. plan type and type of object. formulas. will get rules and sequences and related objects from the HBR repository and will migrate the elligible HBR business rules turn into graphical rules. through the deployment options available. validate. loops.1. which for one selected application. 5 Oracle Hyperion Planning. and can edit it in the graphical mode. HBR Macros will turn into graphical templates. rule sets and shared components in a library organized by Application. Another way to classify calculation objects is to use custom folders. The rule designer also provide predefined calculation logic called Templates. copying. Formula and script components can be shared and reused in different rules in different applications. Rules can be deployed individually or all together per application. Calculations entered in a rule can be generic and flexible through the use of variables and Run Time Prompt (RTP).Introduction to Calculation Manager Introduction to Calculation Manager Calculation Manager is a module of EPMA that Planning and Financial Management users can use to design. Fusion Edition 11.

The Custom View allows the organization of calculation objects in custom folders for easy navigation. There are subsequent workshops to create new calculation rules and to deploy rules to applications. The List View allows filtering of the objects and displays the results in a flat list.1.1 . Calculation Manager is the central repository for all calculation objects for all applications. Considerations Review the Calculation Manager Overview powerpoint presentation before beginning the workshops in this document 6 Oracle Hyperion Planning. The System View displays calculation objects by application. by rule type and by object type. It will familiarize you with some of features offered within Calculation Manager. Fusion Edition 11. These calculation objects can be navigated via different views. Prerequisites Installation and configuration of EPM Architect. Calculation Manager and Planning Login as the Admin user to have full security access to all features.Introduction to Calculation Manager Calculation Manager also allows importing an Essbase calc script for the file system and store it in the library as a graphical rule. This workshop will serve as an introduction to navigating through existing rules that have been created in the repository.

In this exercise. you should become familiar with how to navigate and view different calculation objects within the repository. There are many ways to navigate through the calculation objects within Calculation Manager. For the purpose of this workshop. 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. Fusion Edition 11.Introduction to Calculation Manager Exercise 1 Navigation within Calculation Manager Objective Calculation Manager is an integral part of EPM Architect. you will view the list of applications and access Calculation Manager from the Application Library. you will be presented with the List View.1. Once you are in Calculation Manager.1 . Calculation Manager can be accessed from within the Application Library or from the workspace. 7 Oracle Hyperion Planning.

The second column displays the number of rules within the same plan type. The rules are grouped by plan type.Introduction to Calculation Manager 2) Select the TotPlan application from the list of application views. The default System View within Calculation Manager is now displayed. 3) Access Calculation Manager via the Navigate \ Administer \ Calculation Manager menu. 8 Oracle Hyperion Planning. The first column displays the number of rule sets created for the plan type. The objects are organized by application type. The System View displays all calculation objects within the repository.1 . Fusion Edition 11.1. The rules information will be displayed in the pane at the bottom right hand corner of the screen.

Plan1. Templates). 5) Select the Plan type folder Plan1 and expand the folder. Scripts. A list of subfolders by plan type is displayed (RuleSets. Fusion Edition 11. you can navigate directly to the object type folder and locate the object. Formulas. 6) . Ops.Open the rule called Eden Calculate Revenue 9 Oracle Hyperion Planning. A list of subfolders by object type will be displayed ( Rules.Introduction to Calculation Manager 4) Expand the Planning product folder to view the list of available applications for Planning.1. Select the TotPlan application and expand the folder. the list of available calculation objects for the object type will be displayed. Capex. If each object type subfolder is expanded. Plan2.1 . Wrkforce). If you know the type of object you are looking for.

1. the Formula. Script or Global Range or Variables tab and the Usages tab. please note the four main areas within this page. If the Begin object is selected from the flow chart. the corresponding property information regarding the rule is displayed. Review properties for each component available in the flow chart. If either the Script component (ABC) or the Member Range component objects are selected from the flow chart. Fusion Edition 11. the corresponding conditional statement details are displayed in the bottom pane.Introduction to Calculation Manager 7) With the Rule Designer for the Eden Calculate Revenue rule opened. The bottom section contains the list of existing shareable objects that can be dragged and dropped into the flow chart. The top section lists all of the new objects that can be inserted into the flow chart. The left pane is the Object Palette. The flow chart area on the top right contains the flow of the calculation logic. The information in the bottom pane corresponds to the object selected in the flow chart.1 . The bottom pane contains the properties tab. 10 Oracle Hyperion Planning.

Select the formula tab to view the collection of calculation statements in grid format. right click and select Open. expand TotPlan then expand Plan1 and expand Rules. from the Existing Objects panel. the object Name will be displayed instead.1 .1. Select the second formula component (like in the picture below) from the flow chart and review the corresponding property information for the component object. 11 Oracle Hyperion Planning. 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. 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. Try to modify Caption if none is entered and see impact in the flow chart. Fusion Edition 11.Introduction to Calculation Manager When finished. The Caption for each object will be displayed on the flow chart. If the Caption is not entered. Select the rule called Eden Forecast Seasonal Growth.

Introduction to Calculation Manager 9) In addition to Formula components. Script component are commonly used to declare Essbase set commands. Fusion Edition 11. If Essbase script is preferred over the graphical flow method of developing rules then Script component objects can be included in the rule files. 12 Oracle Hyperion Planning. a rule can also contain Script component objects ( ). 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.1.1 . A Script component contains a collection of valid Essbase Script statements.

Fusion Edition 11.1 . 13 Oracle Hyperion Planning. Click on the Begin component.Introduction to Calculation Manager 10) Calculation Manager can also display the complete script generated by the flow chart.1. and select the Script tab.

1. expand Rules and open the rule Add Asset. Expand the Capex subfolder.1 . Fusion Edition 11. 14 Oracle Hyperion Planning.Introduction to Calculation Manager 11) Tab back to the System View and select another rule to view.

This allows a portion of the rule to be viewed at one time. a loop or conditional object can be collapsed by right-clicking. 15 Oracle Hyperion Planning. For easy navigation within the flow chart.1 . either drag the handle of the Slider icon to the left or click on the Shrink button . 13) In order to view more of the flow chart on screen. Collapse and expand some loop and conditional objects within the flow chart to view the changes of flow chart display. Adjust the slider to view the flow at different levels of magnification. Fusion Edition 11.Introduction to Calculation Manager 12) The Add Asset rule contains many loop and conditional objects.1.

Introduction to Calculation Manager Note that while the view is “zoomed out” as indicated by the Zoom icon displayed to the right of the slider bar. 16 Oracle Hyperion Planning. Fusion Edition 11. move the slider handle to the right-most position or click on the Expand button until the Edit icon is displayed.1 . the flow chart cannot be edited. Note that you can show on a specific part of a rule using a red area defined with the mouse.1. Select a specific part of the rule you want to zoom in with the mouse. To edit the flow chart. then Click inside the red area in order to show the zoom of the selected area.

1 . Close any unused tabs. Fusion Edition 11. 17 Oracle Hyperion Planning.1.Introduction to Calculation Manager 14) Tab back to System View and select other rules to view.

from the System View. rules objects can be easily located by using the filter options available in the List View. by object type. by label and by last update information.1.Introduction to Calculation Manager Exercise 2 Objective Navigation using List view In addition to navigating the objects within the default System View. The objects can be sorted by selecting the appropriate column heading. the system will retrieve the calculation objects and display them in the list format. The List View displays the filtered objects in a list. Hold down the “Ctrl” key to make multiple selections. by calculation type. Sort the objects by selecting each column heading. Exercise Steps 1) Access Calculation Manager using Exercise 1 as a guide. 18 Oracle Hyperion Planning. 2) After making your filter selections. If continuing from Exercise 1. Fusion Edition 11. The objects can be filtered by application. The system will display the filter options to allow selection of the filter criteria. select the application TotPlan and the object types Rules and Formulas. select menu option View \ List View. Select the application type Planning.1 .

1.Introduction to Calculation Manager 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”. 19 Oracle Hyperion Planning.1 . Fusion Edition 11.

1. 4) From within the list. Also select objects that have been modified between a range of dates such as July 1st to July 31st if possible.Introduction to Calculation Manager Then select all objects with a label starting with “Eden”. Fusion Edition 11. Close any unused tabs when completed. 20 Oracle Hyperion Planning. The object will be opened in a separate tab. select any object and open from the right-click menu.1 .

Drag and drop existing calculation objects from the Existing Objects pane to the left of the custom folders. The Custom View will be displayed with existing folders created earlier.Introduction to Calculation Manager Exercise 3 Objective Navigation within Custom View In addition to navigating the objects within the System View and List View. various levels of custom folders can be created. Within the Custom View. To create a sub-folder. while within the List View. Fusion Edition 11. If continuing from Exercise 2. 7) Expand and collapse the folders. the objects can be organized using custom folders.1 . Calculation objects can then be dragged and dropped in the folders. Create additional custom folders. right-click on Planning and then select menu option New \ Folder. A folder can contain objects from different applications and can also contain objects of different calculation types or object types. select menu option View \ Custom View. right-click on the parent folder and select New \ Folder.1. 21 Oracle Hyperion Planning. 6) To create a root custom folder. Exercise Steps 5) Access Calculation Manager using Exercise 1 as a guide.

Introduction to Calculation Manager 8) Select any calculation objects from the folder. The system will display the object in a separate tab. right-click and open to view. 22 Oracle Hyperion Planning.1 . Fusion Edition 11.1. 9) Close any unused tabs when completed.

Lesson 2

CALCULATION MANAGER FOR ORACLE HYPERION PLANNING

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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Oracle Hyperion Planning, Fusion Edition 11.1.1

Calculation Manager for Oracle Hyperion Planning

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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Oracle Hyperion Planning, Fusion Edition 11.1.1

Calculation Manager for Oracle Hyperion Planning

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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Oracle Hyperion Planning, Fusion Edition 11.1.1

1 . Fusion Edition 11. 26 Oracle Hyperion Planning.1. 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.Calculation Manager for Oracle Hyperion Planning Enter name and description for this rule and click on OK. You should see the following screen without any calculation statements. define a first Member Range to restrict the rule to the lowest level below North America from the Entity hierarchy. 3) Based on the TotPlan application structure.

1 .1. Fusion Edition 11.Calculation Manager for Oracle Hyperion Planning Use the member selector to fill the grid: 27 Oracle Hyperion Planning.

and select the Expand the Entity hierarchy and expand TotalGeography.1. select E01.1 . 28 Oracle Hyperion Planning.Calculation Manager for Oracle Hyperion Planning Click in the Entity grid and click on the Actions icon member selector. Use the Add Special button to pick the Relative (0) function. Fusion Edition 11.

1 .Calculation Manager for Oracle Hyperion Planning 29 Oracle Hyperion Planning. Fusion Edition 11.1.

1.1 .Calculation Manager for Oracle Hyperion Planning 4) Next step is to copy data from Actual using a template. Fusion Edition 11. 30 Oracle Hyperion Planning. expand System Templates. In the Existing Objects palette.

Fusion Edition 11.1. 31 Oracle Hyperion Planning.Calculation Manager for Oracle Hyperion Planning Drag and drop the Copy Data template from the system templates palette into the member range.1 .

click on the menu icon ( show Description. ) and select to Using the member selector for the Account dimension.Calculation Manager for Oracle Hyperion Planning Tab 1. and on Units and Price accounts and click on OK. Fusion Edition 11.1 . restrict on descendants of Net revenue (Alias) using the add special button.1. Point of View: Click in the Account Grid and click on the Actions icon Within the Member Selector window. . 32 Oracle Hyperion Planning.

Calculation Manager for Oracle Hyperion Planning 33 Oracle Hyperion Planning.1.1 . Fusion Edition 11.

Destination: Modify the Dimension main member to be Plan from the scenario dimension. select to apply a percentage to the copied data. You should have the following grid: Select the Tab 3. Fusion Edition 11. Enter 15 as a percentage.1. Using the member selector. select FY09 for Year and Final for Version and click on OK. Source: Using Drop down list. Working. Options: Using the drop-down list.Calculation Manager for Oracle Hyperion Planning Select the Tab 2.1 . select Scenario as the Main Dimension and Actual as the Main dimension member using the member selector. Select the Tab 4. 34 Oracle Hyperion Planning. Final by FY010. Replace FY09.

Fusion Edition 11.Calculation Manager for Oracle Hyperion Planning Click on Save and then Select the Script Tab to have a look at the generated Essbase script: 35 Oracle Hyperion Planning.1 .1.

1 .1. copy paste it from this document and call the member selector (these members belong to the scenario dimension) Note: when using the member selector. the cross-dim arrow is automatically generated. 36 Oracle Hyperion Planning.Calculation Manager for Oracle Hyperion Planning 5) Calculate Scenario Variances using formula Drag and drop a formula component after The Copy Data template. 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. Enter Variances in the caption box. Fusion Edition 11. If you select members from different dimensions.

6) Create a Cost of Sales (COS) calculation using another formula component Add a new formula component between Copy Data and Variances.1. you should have the following formulas: Note the different options available when creating formula (right click on formula): You can insert conditions. 37 Oracle Hyperion Planning. create sub-grids and copy/paste rows. Fusion Edition 11.1 . add or suppress formula rows.Calculation Manager for Oracle Hyperion Planning After completion. Enter COS in the caption box.

1.Calculation Manager for Oracle Hyperion Planning 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.1 . Fusion Edition 11. 38 Oracle Hyperion Planning.

1 . Fusion Edition 11.Calculation Manager for Oracle Hyperion Planning 451000 – Operating COS.1. 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 39 Oracle Hyperion Planning.

Save the outline and go back to Calculation Manager. open the TotPlan:Plan1 outline and define “Act vs Plan” and “Act vs Plan %” account members as Store Data members. Fusion Edition 11. Validate again your calculation against Plannning. You should see the following message: 40 Oracle Hyperion Planning.Calculation Manager for Oracle Hyperion Planning If you see the following error message: Open the Administration Services Console for Essbase. By default these two members are set to Dynamic Calc members.1.1 .

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: 41 Oracle Hyperion Planning.Calculation Manager for Oracle Hyperion Planning 9) Deploy the rule Select the System View tab. 10) Create a web form In TotPlan and associate the new calculation. Fusion Edition 11. Open the TotPlan application. highlight the COS and variances calculation.1.1 . right click and select to Deploy your calculation.

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.1 .Calculation Manager for Oracle Hyperion Planning Select the Business Rules tab and associate the corresponding calculation you just have created (COS and Variances). launch the new rule (Note: as it is not an optimized calculation. Fusion Edition 11. Exercise 5 Copy and modify an existing rule During this exercise. 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).1. If necessary. 42 Oracle Hyperion Planning.

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.1. Drag and drop a condition component to the flow chart. 43 Oracle Hyperion Planning.Calculation Manager for Oracle Hyperion Planning Go to the Calculation Manager System View tab.1 . Fusion Edition 11. between the two formulas (COS and Variances formulas).

select Variables. This will show all the variables available for rules designed against this application. or Highlight the File menu and select New > Variable. or Right click in the left hand side panel and select New.1 . Fill the Properties tab as Follow: 44 Oracle Hyperion Planning.1. Expand the Planning tree on the left hand pane. You can create a variable using several ways: Right click on Plan1 and select New. you will create a variable names “Actual_Prior_Year”. to be more efficient in the rules maintenance. and you will use this variable in your previous formula component instead of the cross dim string. greater or not than 50%. and select TotPlan.Calculation Manager for Oracle Hyperion Planning Condition is: If the ratio Gross Profit / Operating Revenue is. Fusion Edition 11. a. Expand TotPlan and select Plan1. Create a new Variable called Actual_Prior_Year With the Tools menu. (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. for last year’s Actual.

b.1 . Enter the following caption to this condition component: Gross Profit Ratio > 50% Call the condition builder ( ) from this screen 45 Oracle Hyperion Planning.1. Fusion Edition 11. in the flow chart click on the condition. Go back to the rule.Calculation Manager for Oracle Hyperion Planning Save the variable and close the Variable tab.

Fusion Edition 11. then click on  46 Oracle Hyperion Planning.5 Add the condition to the upper grid using the Add icon ( ok ).Calculation Manager for Oracle Hyperion Planning   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}> 0.1.1 .

25) Copy the High COS component to the true statement of the second condition and change the formula to: Operating COS = Operating revenue / 3.1 .Calculation Manager for Oracle Hyperion Planning Move the COS formula into the True statement of the condition. Set the caption of this formula component to Medium COS 47 Oracle Hyperion Planning. 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.1. Fusion Edition 11. using a drag and drop. Enter/ update the condition: "Gross Profit Ratio"->{Actual_Prior_Year} > 25% ("400000"->{Actual_Prior_Year} / "410000"->{Actual_Prior_Year} > 0. and paste it on the false horizontal lane using right click options.

1. Fusion Edition 11.Calculation Manager for Oracle Hyperion Planning 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 48 Oracle Hyperion Planning.1 .

below Seg01 Drag a drop a new member range to the left of the condition group.1 .Calculation Manager for Oracle Hyperion Planning 5) Restrict the COS calculation on level 0 Segments. Pick the Seg01 segment. 49 Oracle Hyperion Planning.1. Call the member selector and choose the segment dimension. choose Relative 0 in the add special Click OK Move the Gross Profit Ratio Condition block inside the segment member range. Fusion Edition 11.

Calculation Manager for Oracle Hyperion Planning 6) Aggregate partially the Segment dimension Drag and drop an Aggregation system template outside the Segments member range and before the Variances formula. Partial dimension aggregation (sparse) tab. check Segments.1 . perform an aggregation on Seg01 and pick descendants as aggregation level for the sparse dimension1. Fill this template as follows Using 1. Fusion Edition 11. 50 Oracle Hyperion Planning.Point of View tab: Restrict on Plan Using 4.1.

1 . Fusion Edition 11.1.Calculation Manager for Oracle Hyperion Planning 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) 51 Oracle Hyperion Planning.

1. Enter HSP_InputValue & Local or use the member selector 9) Aggregate the Entity dimension Select the second member range for FY10. Select Entity as the Sparse Dimension 1 using the 2. and Distribution in the 1. 52 Oracle Hyperion Planning.1 . Working. "Act vs Plan". Full Dimension aggregation tab. FY10. right and select Collapse. Working. 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. Point of View tab. Drag and drop an Aggregation system template before the End component. Fill the Aggregation template with the following: Restrict on "Plan". Fusion Edition 11.Calculation Manager for Oracle Hyperion Planning 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.

1 .Calculation Manager for Oracle Hyperion Planning 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 53 Oracle Hyperion Planning. Fusion Edition 11.1.

Open the webform.1. 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. 13) Use Substitution variables Go back to the rule designer in the workspace. Note: this second calculation should take some times to execute. Launch the rule “COS and Variances”.1 . Find the right components and make the change in typing or calling the variable selector. Click on the folder where you the web form is saved.Calculation Manager for Oracle Hyperion Planning Click on Actions / Deploy 12) Launch the rule Go back to Planning (through the navigate button / Application / Planning / TotPlan if necessary). Verify data before calculation. Fusion Edition 11. 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. refresh and check data after calculation. Edit the form “Plan initialization and Variances” and associate the second rule “COS and Variances advanced” and save changes. 54 Oracle Hyperion Planning.

Calculation Manager for Oracle Hyperion Planning Right click in the right pane and select new. Save the rule 55 Oracle Hyperion Planning.1. Fusion Edition 11. Select Version as Dimension Type. Click on Save. check the RTP box and enter Select Version as RTP Text. 15) Apply RTP in the rule Go back to your rule and replace “Working” by {Currversion} in the required components. or click on file / new / variable Name it Currversion in the Properties tab and select Member as type.1 .

Deploy and Launch. {Currversion}) Go back to graphical (Menu Edit / Graphical). Working] and remove the first FIX on [FY10. 56 Oracle Hyperion Planning. that this Run Time Prompt is present.1 . Fusion Edition 11. 16) Repeat tasks 10.1. Modify the Currversion RTP by assigning a default value. Notice that the templates have been replaced by regular components (this is the expected behavior) Test the rule again. Working] (or &CurrYr. 17) Edit the script Duplicate your rule using a File > Save as. Move the 15% increase formula into the second FIX on [FY10. Note: validating a RTP without a default value should generate an error. 11 and 12: Validate. and edit the script (Menu Edit / Script).Calculation Manager for Oracle Hyperion Planning Select the Begin component and check in the ‘Variable’ Tab.

1. and make sure she can see and launch the rule.Calculation Manager for Oracle Hyperion Planning Initial Script Modified Script 18) Apply Launch security In Planning. Reconnect to Planning with a user which does not have launch access .Henry. Add a No Launch access to Henry. 57 Oracle Hyperion Planning. Reconnect to Planning with a user which has a launch access – Carol . Give users and group a launch access to this rule and Close: Add a Launch access to Carol only. go to Administration / Business Rule Security. Select your rule. and make sure he does not see the rule. Fusion Edition 11.1 . and click on Assign Access. Give users and group access to the Plan initialization and variances web form to Carol and Henry.

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. Fusion Edition 11.1. Validate and Launch an Advanced Rule During this exercise. You can type it or call the member selector In the flow chart. You will use 2 templates to do it. and in the Global Range tab. 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. 58 Oracle Hyperion Planning. enter HSP_InputValue for the HSP_Rates dimension.1 .Calculation Manager for Oracle Hyperion Planning Exercise 6 Create. 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.

1 . FY10 and the same period range. Destination and fill it with: In the Options tab. choose to clear destination data prior the copy 59 Oracle Hyperion Planning. Select tab 1. Point of view Period Account Jan:{CurrPrd} @IDescendants(“IncomeStatement”) Select Tab 2. Working.FY09 for Jan to {CurrMonth} to Forecast.Calculation Manager for Oracle Hyperion Planning Within the previous member range component.Final. Fusion Edition 11. Source and fill with: Select tab 3. drag and drop a Copy Data template and initialize it as follows to copy data from Actual.1.

Fusion Edition 11. Working .Calculation Manager for Oracle Hyperion Planning Drag and drop a second Copy Data template and fill the rest of the year from {CurrPrd} to December: Plan.1. 60 Oracle Hyperion Planning. FY10. {CurrMonth} to December . FY10. Working.1 . {CurrMonth} to December to Forecast.

For this template. Fusion Edition 11.Calculation Manager for Oracle Hyperion Planning 4) Set a new Member Range Drop a new member range after the last Copy template. Final.1 .1. below “Electronics” (Seg01) (drop a member range component for segments and move the formula in this member range) 6) Aggregate Data. Recalculate the units with the formula: Units = “Operating Revenue” / Price Restrict this 2 lines formula to Relative 0 of Segments. outside the member range on segments. do a partial aggregation as follows: 61 Oracle Hyperion Planning. Working and FY10 5) Adjust Prices and recalculate units Within this member range. FY09) and add 7%. add a formula component for initializing the prices for each entity in using the last year Actual (Actual. and fill it with Forecast. Aggregate the Segments dimension using an Aggregation template.

Fusion Edition 11. and click the script tab to check the corresponding script. 8) Validate deploy and launch the new rule. Open the TotPlan planning application. Use the webform “01 Income Statement” in the financial statement folder. Go back to your formula component on price and replace Actual->FY09->Final by {Actual_Prior_Year} which is a variable defined under TotPlan/Plan1.1.Calculation Manager for Oracle Hyperion Planning 7) Check the script You can at any time. check what script is corresponding to your rule. Modify the webform in order to display Units and Price before the Net Revenue account and add the new calculation. 62 Oracle Hyperion Planning. Click on the Begin or End component.1 .

63 Oracle Hyperion Planning. 9) Modify the rule Select the North America member range (E01).double click or right click / collapse to have more space).Calculation Manager for Oracle Hyperion Planning Modify Page and Point of View: Open the webform and check price values – Compare to prices stored for Actual Final FY09. In the duplicated group. Actual Browse on segments and entity and check data Make sure data copied and calculated properly.1 . change the member range from North America (E01) to EMEA (E03) in the @relative selection. Forecast. (you can Collapse the first North America group . do a “copy group” and paste it at the end of the rule. 10) Shared component utilization Within the EMEA member range. delete or remove the Price adjustment formula. Launch the rule Check Income statements for Plan. Fusion Edition 11. also change the Caption to EMEA for the member range.1.

1 . 64 Oracle Hyperion Planning. Right click and select “Copy Reference” and paste it within the Electronics (Seg01) member range in the EMEA group. Fusion Edition 11. Change the increase rate within the formula modifying 1. Give a name to this shared formula: “Price Adjustment” and Save.1.Calculation Manager for Oracle Hyperion Planning Select the Price adjustement formula located into the North America group: Edit the Properties tab and check the Shared box.07 by 1.08.

Forecast and Working by these RTPs when appropriate in the calculation. Right click and open it. Using the webform “01 Income Statement” (or the one you have created) and with the Business Rules tab. Use Members on Data Form and Hide Prompt. In the Existing objects pane.Calculation Manager for Oracle Hyperion Planning Select the formula within the EMEA group and see that the formula has been updated.1 . year. 13) Launch the rule and test RTPs. 12) Validate and Deploy the rule. 65 Oracle Hyperion Planning.1. modify the design and test RTP option between Run on Save. The Price Adjustment formula is now a shared and reusable formula. scenario as the Plan type level. Fusion Edition 11. expand TotPlan. Plan1 and see the saved formula “Price Adjustment”. Click on the Usages tab to see which rule is using that formula. 11) Replace members with Run Time Prompts Create three RTPs: version. Go back to the rule and replace FY10.

1. Fusion Edition 11. 16) Share these rules with some other applications.1 . 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. Create shortcuts for these rules to the Finsrvcs Application (Plan 1 for all) 66 Oracle Hyperion Planning. using the “Create shortcut” function available in the right click menu.Calculation Manager for Oracle Hyperion Planning 14) Check Data Exercise 7 Share rules and work with Rule sets During this exercise.

Validate these rules in each application if relevant. as Finsrvcs doesn’t have the same dimensionality compared to TotPlan. Fusion Edition 11.1 .Calculation Manager for Oracle Hyperion Planning Note: in order to create calculation shortcuts you must have at least two EPMA enabled Planning applications. 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. 67 Oracle Hyperion Planning. you will not be able to validate. and check the rules which you want to deploy. In this example.1.

Fusion Edition 11. 68 Oracle Hyperion Planning.1. When the deployment is finished within the EPMA Job Console.Calculation Manager for Oracle Hyperion Planning Select an application which you want rules to be deployed to. go back to the deployment view and refresh the status. and right click on deploy to deploy the rules.1 .

1. Fusion Edition 11. Deploy the modified rule in Finsrvcs.Calculation Manager for Oracle Hyperion Planning 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. create a rule set (File > New > RuleSet) and name it: myRuleSet 69 Oracle Hyperion Planning. 18) Create a Rule set Go back in the system view From your initial TotPlan rules folder.1 .

70 Oracle Hyperion Planning. 19) Merge variable Make sure you are using common RTP between the rules in the rule set. If that is the case. Save and validate the RuleSet using the Actions menu. use the Merge variable option.1 .1.Calculation Manager for Oracle Hyperion Planning Add several rules using drag and drop in the RuleSet Designer. Deploy the rule set. Fusion Edition 11.

Fusion Edition 11.Calculation Manager for Oracle Hyperion Planning Deploy and Launch and make sure the merge is working. 71 Oracle Hyperion Planning.1 .1.

Do a right-click on Business Rules ( ) and select Export Business Rules.1 . the user should be able to accomplish the following tasks: • • Import a Business Rules Import a calc script In this exercise. Connect to Administration Console for Essbase (demoadmin/Demov52). 2) Go back to Calculation Manager. 1) Export a Business Rule. Expand Rules. 72 Oracle Hyperion Planning. and select your new calculation “Eden IT Allocation export”. IMPORTANT NOTE: be sure you have available Business Rules in Oracle Essbase Administration Services. Export the rule to your desktop and select the TotPlan:Plan1 Essbase outline to finalize the export. Fusion Edition 11. Both will be import into Calculation Manager as new rules. the user will connect to the Administration Console for Essbase and export a Business Rule and a Calc Script. select “Eden IT Allocation” and do a save as “Eden IT Allocation export”. Using the System View tab. Expand Business Rules and Repository View.1.Calculation Manager for Oracle Hyperion Planning Exercise 8 Import a HBR and a calc script into Calculation Manager During this exercise. Go down to the list. select File > Import.

1 .Calculation Manager for Oracle Hyperion Planning Select the rule saved on your desktop. Fusion Edition 11. use Skip Existing Objects for Import Options and click on update Location Details. Fill Details. Plan1 the imported rule.1. 73 Oracle Hyperion Planning. Import the rule and verify you can see it under TotPlan.

74 Oracle Hyperion Planning. Validate the rule and correct any issue you have encountered during the import process.Calculation Manager for Oracle Hyperion Planning Open the rule from the System View tab. Fusion Edition 11.1 . analyze the imported graphical flow and the associated script. Select File menu > Import.1. 3) Import an Essbase Calc Script From the System View tab of Calculation Manager. 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.

Calculation Manager for Oracle Hyperion Planning Refresh the System View and verify you have the new rule under TotPlan:Plan1. rule set.1 . 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. Fusion Edition 11. component or template 75 Oracle Hyperion Planning. Open and analyze the imported rule. Make modification and save the rule. 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. Use the View / Custom view to organize your rules in a folder and subfolder structure. Exercise 9 Manage the Rule Library During this exercise. See that the graphical flow is automatically generated.1. the user should be able to accomplish the following tasks: • Find a rule.