Ranzal Practice Director, Jeff Richardson conducted this presentation at the recent ODTUG Kaleidoscope conference in Long Beach, California.

1. Calculation Manager: The New and Improved Application to
Create Hyperion Planning Business Rules
Jeff Richardson
Edgewater Ranzal

2. Agenda
 Introduction
 Overview of Calc Manager
● Terminology
● Functionality
 Demo
 What’s new in 11.1.2.1?
 Q&A

3. About Edgewater Ranzal
 One of the Largest Hyperion
Practices in the U.S.
 Oracle / Hyperion Platinum
Partner - Highest Status
15 Years
700+ clients  Vertical Expertise with High-
1000+ projects Profile Clients from Coast to
Coast
 Sound Project Methodology
Insures Project Success
 “One Stop Shop” for ALL EPM
Implementation needs

4. Our Services
Business
Consolidation Planning
Intelligence
Data Project
Infrastructure
Services Management

5. Calculation Manager – What is it?
 Tool for administering rules for Planning,
Essbase, and HFM
● We’ll focus exclusively on Planning/Essbase in
this session. For HFM, see my colleague Chris
Barbieri at the following sessions:
● Getting Started with Calc Manager for HFM
● Session 11, June 29, 8:30 – 9:30, Room 101B
● Advanced Topics in Calc Manager for HFM
● Session 12, June 29, 9:45 – 10:45, Room 101B

6. Calculation Manager – What is it?
 Intuitive graphical user interface for rule construction and
administration
 Replaces use of Hyperion Business Rules for
construction of calc rules for Planning
 Required to develop rules for EPMA enabled Planning
apps
● Now an option for Classic Planning apps, as of version
11.1.1.3
 Integrated into Workspace

7. Terminology
 Within Calc Manager, there are three types of objects
● Components
● Smaller pieces of a larger rule – SET commands, FIX
statements, formulas, etc
● Rules
● Finished calc script
● Can be built using templates (standardized or custom)
● Rulesets
● Lauch rules sequentially or simultaneously depending
on your logic requirements

8. Calc Manager Functionality
 There are two options to build a rule
● Graphical, using the Rule Palette
● Script Mode
 Details on Graphical Model
● Great choice for inexperienced developers, potentially
even power users
● This is the default mode for creating and editing a rule
● Drag new and/or existing objects into the rule.
● Generates calc script coding based on objects in palette
● Global ranges define global FIX statements

9. Calc Manager Functionality
 Details on Script Mode
● Similar to creating a calc script in EAS
● Developer can create rule in EAS and paste into script
 Rule can be designed in Graphical Mode,
edited in Script Mode, and returned to
Graphical Mode.

10. Templates
 There are several system templates provided within Calc
Manager for Planning and Essbase BSO apps:
● Clear Data
● Copy Data
● Amount-Unit-Rate
● Allocate Level to Level
● Allocate Simple
● Aggregation
● Export-Import Data
● SET commands
 In addition, custom defined templates can be created
using the Template Palette

11. Rule Components – Rule Palette
 When creating a rule in Graphical Mode, the
following components are available in the
Rule Palette:
● Formula
● Script
● Condition
● Member Block
● Member Range
● Fixed Loop

12. Executing Rules
 Rules can be attached to web forms and
executed on save
 Also, from Tools – Business Rules menu in
Planning
 Only Essbase rules can be launched from
Calc Manager directly

13. Migrating Rules
 Rules developed in Hyperion Business Rules
can be migrated to Calc Manager
● Rules migrated with the Planning application to
which they belong
● Business rules are migrated as business rules
● Sequences are migrated as rulesets
● Variables migrated as variables
● Macros migrated as templates

14. Demo of Calc Manager
 DEMO

15. What’s New in 11.1.2.1?
 Support for Essbase ASO rules
 Smart List selector in Condition Builder
 Parameters for UDA’s and Attributes in
Function Selector
 Support for Public Sector Budgeting
 Improved performance on large dimensions
(member selection)
 LCM support for Classic Planning apps

16. Questions
Jeff Richardson
jrichardson@ranzal.com
(410) 726-9350
www.ranzal.com

17. 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
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

18. www.ranzal.com
Jeff Richardson
jrichardson@ranzal.com
(410) 726-9350
www.ranzal.com
ranzal.wordpress.com