Hyperion System 9 Business Rules Overview

Business Rules enables you to: Leverage the power of Essbase Analytics to create complex calculations Build sophisticated business rules including those which: Allocate costs among entities Model Revenue Model Expenses for: Employee planning Depreciation planning Selling costs Manufacturing costs Choose graphical components to build rules Store rules in a central repository where you can organize them into projects

Business Rules Roles

Roles

Navigating Hyperion System 9 Business Rules

Organizes business rules, sequences, macros, and variables into logical groupings of information.
Lists all objects in the Business Rules repository including business rules, sequences, macros, and variables.

Lists all projects you use to organize your calculations. Lists the properties of the client and server. View the database outline. Access and work with Business Rules nodes. Create and edit graphical business rules.

Components of BR Language Tab

Actions

Formulas

Navigating the Rule Editor

Select Outline Build Rule

Navigation Frame Select Actions and Formulas

Select Members

Business Rules Creation Process

Ensure that you do the following: Do not include upper level members that you do not really need. Calculate portions of the database on which your calculation is dependent. Make your last step to aggregate data affected by the rule.
N. America East

Sales 200 100

% of Sales

50%

West
Central South

20
30 50

10%
15% 25%

Launching the Rule Editor

2 3 Select an outline Create a new rule

Adding Actions to Business Rules

Aggregate Data Action

Calculation Options and Methods

Value type of User defined can be specified through Member Selection

Member Selection button

Assigning Access to Business Rules

To assign access to a user or group:

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Select the Access Privileges tab. Click Add. From the drop-down list, select a privilege. From the drop-down list, select a location. Select the user or group. Use the arrows to move users and groups into the Selected box. Click OK. Click Save.

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4. 5. 6. 7. 8.

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Launching Business Rules from the Web

If a rule is associated with a data form, then either: 1. From the view pane, click the rule, and then follow the steps for launching a rule from the Edit menu 2. From the Edit menu, select Launch Rules If a rule is not associated with a data form, then from the Tools menu, select Business Rules 1. Select a Plan Type 2. Select a Rule 3. Click Launch To launch the rule from the Edit menu: 1 1 1

To launch the rule from the view pane:

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Business Rules Formula Overview

You use the Formula tab to enter destination and source details for each part of a formula. You use the Formula Range tab to narrowly define the business rule range by setting up the range of members, functions, or runtime prompts.

On the Formula tab, you can add additional sources, calculation functions, number operands, operators, and parentheses to the default of one destination and at least one source.

You use the Data Condition tab to specify certain criteria that must be met before the business rule calculates data.

Building Formulas for Business Rules

Units-Rates formula is added to Graphical tab

Identify Components for Pro-Rata Ratio Formula

Total Headcount for the company is 1,000 people Department 1 has 500 employees Pro-Rata Business Rule Calculation Advertising Expense Allocation proportionally based on headcount Department 1 $50,000

(500/1000) * $100,000 =

$100,000 Advertising Expenses

Department 2 has 300 employees

(300/1000) * $100,000 =

Department 2 $30,000

Department 3 has 200 employees

(200/1000) * $100,000 =

Department 1 $20,000

Pro-Rata Ratio Formulas

Destination Source Total Advertising Expense Pro-Rata Ratio Component

Advertising Expense Allocation

Select Numerator

. .

Select Denominator

The destination is the portion of the database where you plan to store the results of your calculation. In the source, you select the portion of the database that you want to reference to obtain data. You set up the pro-rata ratio component to reflect the type of calculation you want to make.

Units-Rates Formulas

Variable Formulas

Managing Business Rules

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