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Hands-On Guide for Hyperion Calculation Manager Part I Description: BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s Guide for Oracle Hyperion Calculation Manager. This is a 1 st document in the series, in this we have covered 3 examples i) Basic Example ii) @Allocation iii) @UDA. Join our professional training program and learn from experts. History: Version Description Change Author Publish Date 0.1 Author Taiyab Haque 29 th Aug 2013 0.1 Review#1 Amit Sharma 29 th Aug 2013 www.bisptrainings.com www.hyperionguru.com

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Page 1: Hands on-guide-for-calculation-manager

Hands-On Guide for Hyperion Calculation Manager Part I

Description: BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s Guide for Oracle Hyperion Calculation Manager. This is a 1st document in the series, in this we have covered 3 examples i) Basic Example ii) @Allocation iii) @UDA. Join our professional training program and learn from experts.

History:Version Description Change Author Publish Date0.1 Author Taiyab Haque 29th Aug 20130.1 Review#1 Amit Sharma 29th Aug 2013

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Page 2: Hands on-guide-for-calculation-manager

ContentsContents........................................................................................................................................... 2

Example#1 : Calculating Road_Tax and Sale_Tax ...........................................................................3

Example#2 : Propotional Allocation Using @Allocate Function........................................................8

Example#3 Workijng @UDA...........................................................................................................15

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Page 3: Hands on-guide-for-calculation-manager

Example#1 : Calculating Road_Tax and Sale_Tax .To be calculated Members. Post calculated Output

Rule Designer (Graphical Expression)

Step#1 : Login to workspace:

Step#2 : Navigate to Administer->Calculation Manager.

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Step#3 : Go to Essbase->Sample->Basic->Rule

Step#4 : Specify the Rule Name, Database and Application Name

Calc Manager Screen will come up

Step#5: Click on icon in the first Formula section and click Member:

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Step#6: Select Sale_Tax member from Measures dimension and click on Ok:

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Step#7: Select Sales member from Measures Dimension and click on Ok:

Step#8: Click on the field where Sales is selected and add *0.05

Step#9 : Click on the bubble icon and add some comment for the formula:

Step#10: Similarly add second formula for Road_Tax=Sales*.07 And third formula for Tax=Sale_Tax+Road_Tax

Step#11: Click on Save icon and you will get Example1 is saved message as shown below:Step#12: Click on Validate icon and you will get message as shown below:

Step#13 : Lauch the rule by clicking Launch under Actions menu:

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Page 7: Hands on-guide-for-calculation-manager

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Page 8: Hands on-guide-for-calculation-manager

Example#2 : Propotional Allocation Using @Allocate FunctionTo be calculated Members. Post calculated Output Rule Designer (Graphical Expression)

Complete Script

Steps to create script in Calculation Manager.Go to Sample->Basic->Rules->New Rule designer page is launched as shown below:

Give rule name as Exam18: Select Application Type (Essbase) Application : (Sample) and Database : Basic

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Page 9: Hands on-guide-for-calculation-manager

Drag Member Range object to the rule designer:

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Page 10: Hands on-guide-for-calculation-manager

Select member for Measures dimension as Total Expenses:

Member Selection window will popup, select Total Expenses

Drag Formula object in between Member Range:

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Select the member “Budget” for which the formula is to be written:

Select the function @Allocate :

Select Amount= Budget->Total Expenses.

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Page 12: Hands on-guide-for-calculation-manager

Allocation Range=@Children(“Total Expenses”).

Basis Member= Actual

Allocation method= share

Allocation method= share

Save the rule.Validate by clicking on validate icon:

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Click on launch from Action menu:

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Check the output as shown below:

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Example#3 Workijng @UDATo be calculated Members. Post calculated Output

Expression in Graphical view

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Step#1 Drag Condition object after the script:

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Step#2 Select @ISUDA function, Dimension Name as Market and UDA as Major Market from dropdown:

Step#3 Click on Add:

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Step#3 As UDA name Major Market is having space, put it in double codes:

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Step#4 Drag formula after the condition:

Set the formula as below:Sale_Tax = Sales * 0.04Road_Tax = Sales * 0.03Select Member

Step#5 Set the condition as @ISUDA(Market , “New Market”):

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Page 20: Hands on-guide-for-calculation-manager

Step#6 : Drag Formula afte the condition and set the formula :

Sale_Tax = Sales * .06Road_Tax = Sales * .05

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Step#7 : Drag one more Formula below the second condition:

Set the formula as Sale_tax = sales * .02Road_tax = sales * .02

Step#8: Drag last formula just before the end:

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Page 22: Hands on-guide-for-calculation-manager

Step#9 Set the formula Tax = Sale_Tax + Road_Tax :

Step#10 : Save and Validate the rule:

Step#11 : Deploy the rule:

Step#12: Launch the rule by clicking Launch under Actions menu:

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