Getting the most out of Calculation Manager in Oracle Hyperion

Analysis Express LLC

Topics• What is Calculation Manager• Benefits of Calculation Manager• Prerequisites• Security• Logging in and selecting views• Importing Script• Designing Rules• Display Errors and warnings• Debugging and deployment• Demo followed by Q&A

What Is Calculation Manager

• A workplace module used to graphically import, develop, debug, manage and deploy business rules for HFM, Planning and Essbase.

• First offered in EPM version 11.1.1.0• “Hyperion Business Rules” is officially retired,

and no longer offered in version 11.1.2.2+ • There are many methods of importing Business

rules into Calculation Manager depending on product and version.

Calculation Manager Benefits

• Flexibility: Rules which are created or imported can be viewed and edited graphically and manually coded.

• Faster: Graphical representations of the complex calculation script logic benefits business users

• Simplicity: It’s a single web based interface for Financial Management, Essbase, and Planning.

• Less Maintenance: Offers excellent line by line debugging for Essbase scripts.

• Guidance: The displaying of Errors & Warnings is incredibly more verbose!

• User Friendly: You are able to switch from the graphical view and the script view with ease

Calculation Manger Prerequisites

• EPM 11.1.1.0 or higher• If you are unable to access Calculation

Manager, you may not have all of the prerequisites.

• If you don’t see it in workspace, you may just need to configure it

• Contact us for more information on enabling or installing calculation manager if you are having trouble.

Calculation Manager Security

• Security for Calculation manager for Essbase is inherited from Essbase.

• For Financial Management and Planning users, there are specific roles for each that you can assign that give you create, edit, and delete objects for each product.

Logging into Calculation Manager

1) Log into workspace

2) Go to Navigate, Administer, Calculation Manager

Using Desktop Mode

• Select View– System View – This is the default view. This lists

applications, plan types, and objects that you have permission to view. Most tasks are completed here.

– Custom View – Allows you to create folders and show only the objects you want to see.

– Deployment View – This contains rules and rule sets that you can set as deployable. This allows you to do full or partial deployments.

– Filter View – This allows you to query by example and filter different objects.

System View & Development View

Using Desktop Mode

• Actions Menu – Allows several different actions depending on the specific View you have selected– Selecting “System View”->”Database Properties” allows

you to perform many of the same tasks that can be completed in EAS, without the need to use the EAS client or access Administration Services Console.

– Selecting “System View”->”Import” allows you to bring pre-existing calculation scripts into Calculation Manager for editing and advanced debugging features.

• Shortcut Icons – You can press these icons and directly access features without going through the Actions Menu.

Database Properties Menu

Importing an Essbase Calculation Script Part 1

Importing an Essbase Calculation Script Part 2

Importing an Essbase Calculation Script Part 3

Importing an Essbase Calculation Script Part 4

Importing an Essbase Calculation Script Part 5

Rule Designer

• You can create/edit a rule flowchart to compliment your calculation script code.– This allows you to add code to a calculation

script without directly editing calculation script code.

– Can be useful for non-technical employees to create and manage calculation scripts.

– The flowchart method takes longer if the person writing the calculation script is an expert at writing calculation scripts.

Flow Chart

Displaying Errors & Warnings

• An awesome feature to decrease your calculation times– Accessed in the Errors & Warnings tab under Rule Designer– Gives a much more detailed error messages when somethings

goes wrong.– Provides guidance to decrease calculation time by pointing out

areas in the code which may be slowing down the entire process.

– Some may find this overly verbose, especially with pre-existing calculation scripts committed to production.

– Could see this being very useful for writing highly efficient and fast calculation scripts if you started using Calculation Manager from the beginning to write the particular calculation script.

– Much more useful for pointing out where there actually are errors in the code.

Displaying Errors & Warnings

Displaying Errors & Warnings

Debug Mode• Allows you to set up

breakpoints, similar to how an IDE will let you debug an object oriented programming language.

• Can be used to pinpoint errors in calculation logic in an easy, streamlined way.

Deploying an Essbase Calculation Script

• When you are done modifying the “Rule”, right click on it in System View and it will deploy it to the database and convert it back into a calculation script.

DEMO

Calculation Manager Takeaways

• New standard platform for Hyperion development

• Faster overall development• More flexibility• Less maintenance• Built for the future