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 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 0.1 0.1

Description Change Author Author Taiyab Haque Review#1 Amit Sharma

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Publish Date 29 Aug 2013 29th Aug 2013 th

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Contents Contents........................................................................................................................................... 2 Example#1 : Calculating Road_Tax and Sale_Tax ...........................................................................3 Example#2 : Propotional Allocation Using @Allocate Function........................................................8 Example#3 Working @UDA............................................................................................................ 15

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

Post calculated Output

Rule Designer (Graphical Expression)

Sale_Tax=Sales*0.05,

Road_Tax=Sales*0.07,

Tax=Sale_Tax+Road_Tax

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=Exampl1, Application Name = “Sample” and Database =”Basic”

Calc Manager Screen will come up

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

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FormulaMember

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

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 [Formual “Sale_Tax=Sales*0.05

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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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Example#2 : Propotional Allocation Using @Allocate Function To be calculated Members. (Graphical Expression)

Post calculated Output

Rule Designer

Complete Script

Fix(“Total Expenses”) “Budget=@Allocare(“Budget”->”Total Expenses”,@Children(“Total Expenses”), “Actual”, ,Share); EndFIX Steps to create script in Calculation Manager. Go to Sample->Basic->Rules->New Rule designer page is launched as shown below:

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

Drag Member Range object to the rule designer:

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Select member for Measures dimension as Total Expenses:

Select member for Measures dimension as Total Expenses: www.bisptrainings.com

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Member Selection window will popup, select Total Expenses

Drag Formula object in between Member Range:

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

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Select the function @Allocate :

 Select Amount= Budget->Total Expenses. www.bisptrainings.com

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 Allocation Range=@Children(“Total Expenses”).  Basis Member= Actual  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:

Example#3 Working @UDA

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To be calculated Members.

Post calculated Output

Expression in Graphical view

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Step#1 Drag Condition object after the script:

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

Select UDA as Major Market www.bisptrainings.com

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Step#3 Click on Add:

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Step#3 As UDA name Major Market is having space, put it in double codes: ISUDA(Market, “Major Market”) Step#4 Drag formula after the condition:

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

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

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Step#6 : Drag Formula afte the condition and set the formula : Sale_Tax = Sales * .06 Road_Tax = Sales * .05

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

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

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

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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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