Calculation Manager: The New and Improved Application to

Create Hyperion Planning Business Rules

Jeff Richardson
Edgewater Ranzal
Agenda

Introduction
Overview of Calc Manager
Terminology
Functionality
Demo
Whats new in 11.1.2.1?
Q&A
About Edgewater Ranzal

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Practices in the U.S.

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Calculation Manager What is it?

Tool for administering rules for Planning,

Essbase, and HFM
Well focus exclusively on Planning/Essbase in
this session. For HFM, see my colleague Chris
Barbieri at the following sessions:
Getting Started with Calc Manager for HFM
Session 11, June 29, 8:30 9:30, Room 101B
Advanced Topics in Calc Manager for HFM
Session 12, June 29, 9:45 10:45, Room 101B
Calculation Manager What is it?

Intuitive graphical user interface for rule construction and

administration
Replaces use of Hyperion Business Rules for
construction of calc rules for Planning
Required to develop rules for EPMA enabled Planning
apps
Now an option for Classic Planning apps, as of version
11.1.1.3
Integrated into Workspace
Terminology

Within Calc Manager, there are three types of objects

Components
Smaller pieces of a larger rule SET commands, FIX
statements, formulas, etc
Rules
Finished calc script
Can be built using templates (standardized or custom)
Rulesets
Lauch rules sequentially or simultaneously depending
on your logic requirements
Calc Manager Functionality

There are two options to build a rule

Graphical, using the Rule Palette
Script Mode
Details on Graphical Model
Great choice for inexperienced developers, potentially
even power users
This is the default mode for creating and editing a rule
Drag new and/or existing objects into the rule.
Generates calc script coding based on objects in palette
Global ranges define global FIX statements
Calc Manager Functionality

Details on Script Mode

Similar to creating a calc script in EAS
Developer can create rule in EAS and paste into script
Rule can be designed in Graphical Mode,
edited in Script Mode, and returned to
Graphical Mode.
Templates

There are several system templates provided within Calc

Manager for Planning and Essbase BSO apps:
Clear Data
Copy Data
Amount-Unit-Rate
Allocate Level to Level
Allocate Simple
Aggregation
Export-Import Data
SET commands
In addition, custom defined templates can be created
using the Template Palette
Rule Components Rule Palette

When creating a rule in Graphical Mode, the

following components are available in the
Rule Palette:
Formula
Script
Condition
Member Block
Member Range
Fixed Loop
Executing Rules

Rules can be attached to web forms and

executed on save
Also, from Tools Business Rules menu in
Planning
Only Essbase rules can be launched from
Calc Manager directly
Migrating Rules

Rules developed in Hyperion Business Rules

can be migrated to Calc Manager
Rules migrated with the Planning application to
which they belong
Business rules are migrated as business rules
Sequences are migrated as rulesets
Variables migrated as variables
Macros migrated as templates
Demo of Calc Manager

DEMO
Whats New in 11.1.2.1?

Support for Essbase ASO rules

Smart List selector in Condition Builder
Parameters for UDAs and Attributes in
Function Selector
Support for Public Sector Budgeting
Improved performance on large dimensions
(member selection)
LCM support for Classic Planning apps
Questions

Jeff Richardson
jrichardson@ranzal.com
(410) 726-9350
www.ranzal.com
Presentations

Calculation Manager: The New and Improved Application to Create Hyperion Planning
Business Rules Monday, 11:15 am, Room 102C

Security and Auditing in HFM Tuesday, 4:30pm, 101B

Getting Started with Calc Manager for HFM Wednesday, 8:30am, 101B

Advanced Topics in Calc Manager for HFM Wednesday, 9:45am, 101B

Maximizing the Value of an EPM Investment with ERPi, FDM & EPMA Wednesday,
11:15am, 101B

Taking your FDM application to the next level with Advanced Scripting Friday,
8:30am, 101B

IFRS reporting within Hyperion Financial Management Thursday, 10:30am, 101B

www.ranzal.com

Jeff Richardson
jrichardson@ranzal.com
(410) 726-9350
www.ranzal.com
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