Face Off: Hyperion Calc

Manager vs. Essbase Calc

Scripts
Tracy McMullen & Glenn Schwartzberg
info@interRel.com
Disclaimer
These slides represent the work and opinions
of the presenter and do not constitute official
positions of Oracle or any other organization.
This material has not been peer reviewed and
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presenter.
This material should not be reproduced without
the written permission of interRel Consulting.



Focused more on Essbase / Planning
Little info on Calc Manager for HFM
About this session
In this corner
tried and true, your old friend
EAS Calc Scripts
In this corner
the new and improved
Calculation Manager
The Calc Script Editor is used to build Calc
Scripts by:
Typing into the Calc Script Editor text area
Using the Calc Script editor user interface features
Using any text editor and pasting the text into the
Calc Script Editor
Calc Script Editor

Calculation Manager
You can create Business
Rules for HFM and Planning
and Essbase in one central
place
You can design a rule in a
graphical environment, toggle
to a script (enhanced calc)
view, and back to the graphical
display
Calculation Manager
Design a rule in a graphical environment
Support calculation ranges, conditions, scripts, loops
Display the calculation flow in a graphical way
Provide predefined templates for standard Planning calculations
Allow custom templates definition
Design and use variables and Run time prompts
Copy or Share rules across applications
Share component across rules
Organize the calculation library by objects or in a tree structure
Deploy rule for launch in the EPM applications
Can go back and forth between graphical and script language
Control rule launch access rights
Optimization of BRs / Debugging of BRs

Calc Manager Overview
Round 1
Supported for Products
Calc Scripts Calc Manager
Essbase BSO Yes Yes
Essbase ASO Yes sort of (MaxL
editor)
Yes
Planning Yes
HFM Yes
HPCM Yes
Supported Products
Supported
11.1 Planning EPMA
11.1 Financial Management
11.1.1.3 Planning Classic
11.1.1.3 Essbase BSO
11.1.2 Essbase ASO

Calc Manager Availability
Round 2
User Interface

Love the scripting features Auto Complete / Insert Arguments

Love the scripting features Navigating the Outline

All available functions / member select

Rainbow of colors
EAS Calc Manager

Calc Manager - Graphical Rule Designer

11.1.2.3.500 Tabular View within Calc Manager
Creating a Script in Calc Manager

Improved Navigation in Recent Versions

Insert Functions / Navigate the Outline in 11.1.2.3.500

For complicated rules, the flow diagram is pretty cool

Captions create a readable flow
Vs. a Script

Print in Calc Manager
Calc Scripts Calc Manager
Create Calc Scripts EAS EPM Workspace Calc
Manager
GUI / Scripting Script only GUI or script
How experienced are
you with calc scripts?
More Less
Where can you
execute the calc?
EAS EAS, Workspace Must
Deployed to Essbase
first
User Interface Face Off
Determining Question Will you use Graphical or write scripts?
Round 3
Templates & Resuable Objects
Out of the box set of predefined standard
calculations related to Planning
Clear Data
Copy Data
Set Commands
Amount=Rate * Unit
Aggregate
Allocations
Allocations templates support :
Single dimension allocation (simple)
Custom driver
Multi level (allocate a level down to another level).
Custom templates are also supported
Other new templates!

Templates in Calc Manager
Currency
Conversion
Template
New Templates Available for Planning/Essbase
Allocate Simple
Exclude
New Templates Available for Planning/Essbase
Reusable formula components are defined once and then used
across multiple scripts
Make the change once and it flows through automatically
Saves time on development and maintenance

Reusable Formula Components in Calc Manager

Names of the business rules, templates, and business rulesets that are using the business rule or
business ruleset
Calculation type, plan type, or database of the business rules, templates, and business rulesets
that are using the business rule or business ruleset
App name of the business rules, templates, and business rulesets that are using the business rule
or business ruleset
Deployment status of the business rules, templates, and business rulesets that are using the
business rule or business ruleset
Validation status of the business rules, templates, and business rulesets that are using the
business rule or business ruleset
Description of the business rules, templates, and business rulesets that are using the business rule
or business ruleset

Show Usages
For the experienced administrator, Copy to new
calc script for a previous calc script/syntax is the
best template
I also have auto correct / insert arguments
Templates in EAS?
Round 4
Rule Sets
Grouping / sequence of business rules





One set of logic to maintain; group in
many ways

Rule Sets in Calc Manager
HFM
Planning


No Essbase BSO
No Essbase ASO
Rule Sets are Supported for:
Componentize calc scripts and use MaxL to run groupings of calc logic

So how do I do that for Essbase apps? EAS
Why would you though?
While you can accomplish the requirement in either solution but
simpler in Calc Manager if you are talking about Planning
Rule sets allow Planning users to run multiple rules in one step from
the Planning UI
Security / run time prompts
But theoretically that would work for Planning too
Componentize calc scripts and use MaxL to run groupings of calc logic
But you cant run MaxL from a Planning data form or task list
But you can run a BR from data form that can run MaxL

Would that work for Hyperion Planning?
Round 5
Variables and Run Time Prompts
Create
dynamic
business
rules
Inputs from
users
Reduce the
number of
objects
Variable Designer
Many types of variables
Sub Var Essbase
Member Rangea range of members from one or more dimensions
Numerica number
Stringa text string
String as numbera text string Planning users only
Date as numbera date Planning users only
Essbasean Essbase substitution
variable Planning and Essbase app only
Cross Dimensiona selection of
dimensions Planning and Essbase app only
Dimensiona dimension Planning and Essbase app only
Membera member Planning and Essbase app only
Memberstwo or more members Planning and Essbase app only
Percenta percentage Planning and Essbase app only
Integeran integer Planning and Essbase app only
Member Rangea range of members
from one or more dimensions Planning and Essbase app only
Defined globally (for Planning), app level, database level or for rule
Two types: Execution and Replacement
Supports both run time prompts and substitution variables
RTPs are variables that prompt users to enter information when they launch a
business rule
For Essbase, RTP is supported as replacement variable for type of Member
Variables allow business rules to be dynamic
Best Practice no hard coding in Business Rules (specific year or month)
Syntax to identify each variable is as follows:
{} run time prompt
[] substitution variable

Variables

Run Time Prompt
Definitely Use Focused Aggregation
Enter Missing values for RTP during Validation, Debugging & Analysis
(Planning, Essbase)
Create Variables using Dim Names
Search in Variable Designer
Copy Variables Across Different Scopes
Select variable within member block component (Ess, Planning)
New Features in 11.1.2.3 Related to Variables
Long time support for sub vars
Variables supported within calc scripts
Calc scripts now have runtime prompts
variable support
More limited than what Calc Manager can do
Pass value from a script


EAS?
Round 6
Comparing 2 Calcs Side by Side

Compare Two BRs in Calc Manager

Compare to Calc Scripts in EAS
Round 8
Debugging
Points out the line
number (which may or
may not be right)
Can provide lots of info
(which may or may not
be helpful)
What if there is an error?
The key new functionality in this release is the Interactive
debugging mode. Interactive debugging provides following
features to the end user:
Ability to insert the break points
Ability to Remove/Disable the break points
Ability to add a condition to the break point
Ability to view the members of the intersection
Display before value and after value of the execution of all the intersection(s)
for member(s) in a statement.
Display all execution variable values (present in the statement) before and after
statement execution.
Calculation Manager 11.1.2.2 Debugging
Right click to insert
break points
View values before
and after
Step through
debugging script
Debugging in Calc Manager
Comment out sections of code and step
through the calculation
Retrieve data in Smart View or EAS preview to
check before and after values
Debugging in EAS
Round 9
Searching and Filtering
Searching for and Replacing Strings Globally
Throughout Calculation Manager
Filter objects by text string

Searching in Calc Manager
Round 8
Managing Calc Scripts and Business Rules

Multiple Ways to Sort / Display Rules
Open
Delete
Export
Validate
Deploy
Copy To
Create Short Cut
Show Usages
Manage Rules
YOU MUST DEPLOY!
Wait - Not for Essbase (unless unicode)
Calculation Manager supports longer than 8 character names!
Round 6
Tuning Calc Scripts
New feature in Calc Manager to help optimize BR
logic
Only graphical business rules

Analyze BR Script for Optimization (Planning/BSO)
Who Won?
Did we have a knockout?
Share the rule design with functional/business users
Great for new Essbase admins
Feature rich solution (Run time prompts, templates,
search, compare)
Keep designing optimized business rules in a graphical
environment

We didnt even get to Calc Manager for ASO benefits
there in creating ASO calc scripts

Calculation Manager Benefits
Many compelling new features
EPMA
deployed
Planning and
Financial
Management
applications

11.1.1.1 11.1.1.3 11.1.2
Classic
Planning and
Financial
Management
applications
Essbase Block
Storage
Wizard based
templates
Zoom mode for
charts
Script mode:
find, replace
Essbase ASO
Public Sector
support
Fusion Integration
Nested templates
Enhancements to
FM
LCM support
11.1.2.3
Analyze BR
Compare BR
RTP support for
Essbase
Overall navigation,
management,
administration
Faster than putting together in Calc Manager
(for experienced Essbase admins)
Can be more innovative in creating unique (od)
scripts (maybe)
Tried and true simple solution
No need to deploy

For Planning definitely use Calc Manager


Calc Script Editor Advantages
Will it be one or the other?
Transitioning to Calc Manager
Import Essbase Calc Scripts into Calc Manager

Import Essbase Calc Scripts into Calc Manager
That will never happen
Ok it could happen

It is possible the rule will still run OK even
though Calc Manager does not validate

It Validates in EAS but not in Calc Manager
Questions / Answers

Thank you!
www.interrel.com
Day Time Room Title
Monday 9:45 AM 619/620
Competing Essbase Optimization Tips from Glenn and Edward:
2 Men Enter, 1 Man Leaves
Monday 1:15 PM 614 Business Analytics and Spatial Analytics: Leveraging Oracle Spatial in OBIEE
Monday 2:30 PM 618 Why Hyperion Strategic Finance is the Best Long-Range Planning Solution
Tuesday 9:45 AM 609 Oracle Hyperion Planning MythBusters: Facts vs Myths!
Tuesday 2:00 PM 615/616 Taking Oracle Business Intelligence Mobile
Tuesday 3:30 PM 609
Oracle Essbase Studio: Why in the Name of Glenn
Are You Not Using This Awesome Tool
Wednesday 8:30 AM 606 Exalytics at WellPoint: The Fastest Performance Imaginable
Wednesday 8:30 AM 619/620 Oracle Smart View Advanced Topics
Wednesday 9:45 AM 619/620 OBIEE for Essbase & Hyperion Users: There's Nothing to Be Afraid Of
Wednesday 9:45 AM 617 Verizon Wireless Quest to Control Their Hierarchies: A DRM Journey
Wednesday 11:15 AM 606 Got Text? Yes, You Can Store Text in Essbase
Wednesday 11:15 AM 615/616 OBIEE and Essbase - The Circle of Life
Wednesday 2:00 PM 619/20
Hyperion Financial Reporting:
Tips, Tricks & Best Practices at Summit Materials
Wednesday 3:15 PM 608 Cutting Edge Essbase: What's New and How It Just May Save Your Life
Wednesday 3:15 PM 619/620 Breaking Away from the Excel Add-In at CareFirst: Welcome to Smart View
Wednesday 4:30 PM 615/616 Face Off: Hyperion Calc Manager vs. Essbase Calc Scripts
Thursday 9:00 AM 612 THURSDAY DEEP DIVE: Reporting Track
Thursday 9:00 AM 602 THURSDAY DEEP DIVE: Essbase Track
Thursday 9:00 AM 608 THURSDAY DEEP DIVE: OBIEE Track