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Calc Manager
Intro: What, where, and why would I use it? Object hierarchies
Flow metaphor better describes the decision process Enforces structured variables Easy re-use of objects
New feature in 11.1.1.0: EPMA apps only 11.1.1.3 added support for Classic apps Very useable
Object Hierarchy
System View:
Application
Once you select a product, you will see the available applications for each
Calculation Type
Rule Sets
A rule set is like a playlist Usually have one main set One blank set And one debug set
Add or remove individual rules until you found the culprit Revert to the normal one when ready
Deployment View
View > Deployment View Manage which set will be the deployed one
Puts you into rule set manager Drag a rule in, or right-click to remove Sequence matters!
A logical grouping of conditions, ranges, and formulas that perform a distinct task They wont run if they are not in a deployed set
Variables
Replacement Variables
Type Type less less says Jim the rules guy Heflin Type fewer variables
Replacement Variables
Constants
Execution Variables
Either
Definition of the variable is the same for all rules Variable is defined within the rule itself Boolean String Number
Or
Types
Execution Variables
Boolean Variables
True/False responses
Variable Scope
Define the scope for each variable Most are Rule specific Some, like Tax Rates, are application specific (Ruleset)
Variable Groups
Numeric Variables
Most often populated at the rule level nData is the most useful, as part of Data Range (HS.OpenDataUnit)
String Variables
Second most popular Useful for storing and managing metadata member names or attributes
Export Rules
Do this before you make changes Select an application name from System View and File > Export
Import Rules
Import the entire collection, including variables, by choosing File > Import Browse for the .XML file
Click Import
Object Naming
Helpful scheme while looking at various list views RS_ for Rule Set
Conditions
99% of your rules should have some Most important performance aspect of your application Always ask yourself:
Formula
Shared Formulas
HS.Exp Function
Just set two intersections equal to each other Still a concept of left and right
Multiple Rows
HS.OpenDataUnit / @OpenDataUnit
exist, within the current data unit Fetches records that exist including derived data
Current record
Data Range
HS.OpenDataUnit Blank for a dimension implies all base members with data Fill in a single parent member Use lists Populate a variable for each field
String Functions
Member Range
Spend more time hunting for 25 records out of possible 1,000 intersections
37 86
Questions
Presentations
Calculation Manager: The New and Improved Application to Create Hyperion Planning Business Rules Monday, 11:15 am, Room 102C Security and Auditing in HFM Tuesday, 4:30pm, 101B Best Practices for Using DRM with EPMA Wednesday, 8:30am, 103A Getting Started with Calc Manager for HFM Wednesday, 8:30am, 101B Advanced Topics in Calc Manager for HFM Wednesday, 9:45am, 101B Maximizing the Value of an EPM Investment with ERPi, FDM & EPMA Wednesday, 11:15am, 101B Taking your FDM application to the next level with Advanced Scripting Friday, 8:30am, 101B IFRS reporting within Hyperion Financial Management Thursday, 10:30am, 101B
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