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
Review#1

www.bisptrainings.com

Author
Taiyab Haque
Amit Sharma

Publish Date
29th Aug 2013
29th Aug 2013

www.hyperionguru.com

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



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.



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:



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

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:



Example#2 : Propotional Allocation Using @Allocate Function
(Graphical Expression)


Rule Designer

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



Drag Member Range object to the rule designer:



Select member for Measures dimension as Total Expenses:

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:

Select the function @Allocate :

 Select Amount= Budget->Total Expenses.


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

 Allocation method= share

Save the rule.
Validate by clicking on validate icon:



Click on launch from Action menu:



Check the output as shown below:



Example#3 Workijng @UDA


Expression in Graphical view



Step#1 Drag Condition object after the script:



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

Step#3 Click on Add:



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



Step#4 Drag formula after the condition:

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

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



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



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:



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:



Hands on-guide-for-calculation-manager

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