Oracle® Hyperion Calculation Manager

New Features

Release 11.1.2.2


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Authors: EPM Information Development Team

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Table of Contents:

New Features

New Features

See the Calculation Manager New Features Guide. For new features relating to installation, architecture, and deployment changes in this release, see "New Features" in the Oracle Enterprise Performance Management System Installation and Configuration Readme.

Hosted Online Help

Online Help content for EPM System products is served from a central Oracle download location, which reduces the download and installation time for EPM System. You can also install and configure online Help to run locally. For more information, see the Oracle Enterprise Performance Management System Installation and Configuration Guide.

Release 11.1.2.2 New Features

Calculation Manager 11.1.2.2 includes these new and enhanced features:

  • Script editor enhancements

  • Bi-directional language support

  • A new Integer variable

  • A new security attribute on runtime prompt variables for Planning

  • A new runtime prompt validation value for Planning variables

  • Unlimited custom dimensions for Financial Management applications

  • New import options for importing .RLE files for Financial Management applications

  • The ability to find and replace all occurrences of a text string within the Rule and Template designers

  • The ability to undo graphical changes within the Rule and Template designers

  • The ability to convert a script component into a graphical component in the Rule Designer

  • The ability to import Essbase calc scripts as graphical business rules

  • The ability to copy shared components and variables when copying objects to another application within Calculation Manager

  • The ability to disable components within a business rule

  • The ability to debug, and capture statistical information about, business rules, components, and templates

  • A new metadata loop component in the Template Designer

Script editor enhancements

In this release, the Script Editor includes several enhancements: support for auto suggestion, code completion, line numbers, enhanced code coloring, code formatting , syntax verification, comments, and performance improvements.

  • You can use CTRL + space to display a list of suggested functions. Automatic, pre-filled defaults are provided for function parameters. When you type the first few letters of the function, you can press Ctrl and the space key to display function suggestions.

  • Key words, functions, strings, and comments are color coded automatically when you enter the space or Enter key.

  • Line numbers are displayed in the left margin of each line of the script.

  • When you enter certain code characters (for example, ", ', (, [, or {) Calculation Manager completes the code with other characters. If you enter FIX, Oracle Hyperion Calculation Manager enters () ENDFIX.; if you enter IF, Oracle Hyperion Calculation Manager adds the () ENDIF.

  • The script is formatted automatically in the editor if there are no syntactical errors.

  • Syntactical errors are checked for in the script. If there are errors, you are notified of them in a message box; they are highlighted in red.

  • You can highlight the script, and click the Comment icon to convert the script to a comment.

Note: You can turn line number display and code completion on and off.

Bi-directional language support

This release of Calculation Manager includes bi-directional language support for languages like Arabic and Hebrew that are read from right to left.

Planning and Essbase Integer Variable

In this release, there is a new type of variable for Planning and Essbase, the Integer variable. This variable type enables you to enter whole number values. When a business rule that uses an integer variable is launched, the integer variable can function as a runtime prompt if the RTP check box is selected when the integer variable is created.

Security Attribute on Planning Runtime Prompt Variables

For runtime prompt variables of the member type, you can specify these four security attributes that are used in Planning to control security and process management. Doing so prevents planners from changing data in planning units to which they do not have access.

  • Use Default: enables the default security setting if the access to members is not set to None in Planning.

  • Read: enables users to view the members they can select for a runtime prompt when they are launching a business rule in Planning.

  • Write: enables users to make changes to the members they can select for a runtime prompt when they are launching a business rule in Planning.

  • Approvals: enables users to make changes to the members they can select for a runtime prompt if they have write access to the members and the members belong to a planning unit in Planning.

Runtime Prompt Validation Value for Planning Variables

You can specify a validation value for runtime prompt variables used in business rules and in business rulesets. This enables you to validate business rules and business rulesets using different values for the runtime prompt variables used in them. You use the Member Selector to specify validation values for runtime prompt variables on the Variables tab of the Rule and Ruleset designers.

Unlimited Custom Dimensions for Financial Management Applications

In previous releases of Financial Management, four custom dimensions were supported. In this release of Financial management, Financial Management applications can have unlimited custom dimensions. Unlimited Financial Management custom dimensions are supported throughout Calculation Manager wherever dimension information is displayed, including in the Data Range and Metadata Loop components and in the Function and Member selectors.

New Import Options for Importing .RLE Files for Financial Management Applications

If you want to import a Financial Management .RLE file into Calculation Manager, you can convert the contents of the .RLE file into script or graphical components when you import them into Calculation Manager. If you convert the .RLE file into graphical components, and if there are condition statements in the .RLE file, you can include the condition statements as part of formula components, or you can include them as separate condition components within Calculation Manager flow charts. If you convert the .RLE file into graphical components, you can also specify how statements should be separated into component objects on the basis of comments in the script:

  1. As separate components where a separate component is generated for each comment line in the script.

  2. As multi-block components where one component is generated with one block for each of the comment lines in the script.

  3. As single-block components where one component is generated with one block for all of the comment lines in the script. (That is, there are no separate blocks for comment lines.)

Find and Replace All Occurrences of a Text String within the Rule and Template Designers

If you are working in graphical mode within the Rule Designer or the Template Designer, you can search for a text string in the rule or template components.

When you search for a text string, Calculation Manager starts the search with the first component after the component you selected in the flow chart, continues through to the end of the flow chart, and starts over at the beginning of the flow chart until it reaches the component you selected in the flow chart. After one occurrence of the text string is found, if you want to search for another, you need to start the search again to find the next occurrence of the text string.

You can also replace all of the occurrences of a text string within the Rule Designer or the Template Designer.

When you are finding and replacing all occurrences of a text string, you can include the business rule and its components' names, descriptions, comments, and captions in the search. You can also specify whether you want to match the case and whole words of the text string.

Undo Graphical Changes within the Rule and Template Designers

You can undo these changes you make to the flow chart within the Rule Designer and the Template Designer:

  • The addition of a component to the flow chart

  • The removal of a component from the flow chart

  • The pasting of a component into the flow chart

  • The movement of a component within the flow chart

  • The conversion of a script component into a graphical component

When you use undo, it undoes only the last change you made to a component within the business rule or template flow chart. You can use undo repeatedly to undo the last ten changes you made. Undo does not reverse changes you make within components.

Convert a Script Component into a Graphical Component in the Rule Designer

Within the Rule Designer flow chart, you can right-click a Planning or Essbase script component and convert it into a graphical component so you can more easily view the graphical flow of the business rule. To save the conversion of the script component into a graphical component, you must save the business rule. If you decide you want to discard the conversion, you can use the Undo feature to convert the graphical component back into a script component.

Import Essbase Block Storage Calc Scripts as Graphical Business Rules

To see block storage calc scripts defined in Essbase, you can import them into Calculation Manager as graphical business rules. If you imported a calc script previously, you can replace it or skip it during the import process. After you import calc scripts, if the imported calc script is in a script component, and you want to view it in graphical format, you can convert the script component into a graphical component in the business rule's flow chart.

Copy Shared Components and Variables when Copying Objects to Another Application

In addition to copying business rules, business rulesets, templates, and component objects from one application to another application, now you can copy variables and shared components when copying objects to a new application. This prevents you from having to recreate the variables and shared components within the copied to application.

When you copy a business rule and its shared components, the shared components are copied in the copied to application, and the copied business rule uses the shared components from the copied to application and plan type. If you do not copy shared components, the shared components are not copied in the copied to application, and the copied business rule uses the shared components from the original application and plan type.

Disable Components Within a Business Rule or Template from Script Generation

You can exclude components of a business rule or template from script generation by disabling them within the Rule Designer or the Template Designer. (You can disable any component except a condition component.) After you disable a component, and save the business rule or template, the component becomes gray in the business rule or template flow chart. You may want to disable a component to exclude it from validation when you want to analyze which components are causing validation errors in a business rule or template.

After you disable a component, you can view the generated script of a business rule in the Script tab of the Rule Designer or while working in script mode. If you are viewing the script on the Script tab, the disabled component does not display; if you are viewing the script while working in script mode, the disabled component is commented out.

Debug and Capture Statistical Information about, Business Rules, Components, and Templates

The Analyze feature enables you to analyze a business rule and capture statistical information like how long a component took to execute, how many times a component's formulas were run, and the values of a member intersection before and after the component was run.

The Debug feature enables you to run a business rule and examine its script line by line to see how the script executes. You can use Debug to perform these tasks:

  • Insert (and remove) break points where you want to stop the execution of the script to examine the values of the intersections of members in a statement. When the execution stops at a break point, the values of the intersection of all members in the statement are displayed.

  • Display a list of the break points.

  • Add a condition to a break point that stops the execution of the statement only if the condition is met. (Only members used in the statement with the breakpoint can be used in the condition.)

  • Display the values of members in a statement before and after their execution.

  • Display execution variable values in a statement before and after the statement is executed.

  • Exit and resume a debugging session.

Metadata Loop Component in the Template Designer

The Metadata Loop Component enables you to assign a parameter repeatedly to the members of a parent dimension. Metadata loop components can be used within custom-defined templates.

Release 11.1.2.1 New Features

Calculation Manager 11.1.2.1 includes these new and enhanced features:

  • Support for Oracle General Ledger Essbase applications in Calculation Manager

  • A new role that restricts users to view business rules and business rulesets in Oracle General Ledger

  • The ability to use shared objects (for example, a formula, script, business rule, or template) in a script component

  • Support for a new member block object for Essbase and Planning business rules

  • A new Any Text check box in the Filter dialog that enables you to display business rules according to text they contain

  • Support for Find and Replace functionality in the formula grid of a Formula component

Support for Oracle General Ledger Essbase Applications in Calculation Manager

For this release, Calculation Manager may be used by Oracle General Ledger users working with Essbase aggregate storage applications. Oracle General Ledger users use allocation components, point of view components, and formula components to design business rules.

New Role for Viewing and Editing Business Rules in Oracle General Ledger

The Rule Designer role is a new Calculation Manager role that enables Oracle General Ledger users to view and edit only the business rules and business rulesets that they created.

Support for Sharing an Object from a Script Component

In previous releases, Calculation Manager business rules, templates, formula components, and script components could be shared within and across applications, but could be referenced only in graphical mode. In this release, business rules, templates, formula components, and script components can be shared within and across applications and can also be referenced in script components and in script mode. The business rule script contains references to the shared objects, which are displayed in their entirety on a Script tab below the business rule script.

New Member Block Component for Essbase and Planning Business Rules

Essbase and Planning business rules can contain a new component, the member block component. The member block component functions like a loop component; it contains a string of members that are cycled through in a business rule.

New Any Text Check Box in the Filter Dialog

You can search for business rules, business rulesets, components, and templates according to any string of text they contain. In the Filter dialog, select the Any Text check box and enter the text string for which you want to search.

Support for Find and Replace in the Formula Grid of Formula Components

You can search for text and replace an instance, or all instances, of it in the formula grid of a formula component.

Release 11.1.2 New Features

Calculation Manager 11.1.2 includes these new and enhanced features:

  • Support for Essbase aggregate storage business rules

  • Support for launching Essbase aggregate storage business rules from Calculation Manager

  • Custom function and parameter passing (Financial Management only)

  • Smart list selector in the Condition Builder (Planning only)

  • Parameters for user-defined attribute and attribute functions in the Function selector dialog

  • Support for Public Sector Budgeting and Planning

  • Changes to the Member Selector to handle large numbers of members

  • Lifecycle Management support for standalone Calculation Manager

Support for Essbase Aggregate Storage Applications in Calculation Manager

For this release, Calculation Manager may be used by Essbase users working with Essbase aggregate storage applications, in addition to block storage applications. As in previous releases, Calculation Manager may be used by Financial Management and Planning users working with Performance Management Architect or Classic applications.

Support for Allocations and Custom Calculations

You can create allocations and custom calculations in Essbase aggregate storage business rules using new Point of View, Allocation, and Formula components. Calculation Manager enables you to build simple and complex allocations, through a wizard with a full set of options (for example, options for offsetting, rounding, and picking an allocation method). Calculation Manager also has dedicated options for allocations over time.

Calculation Manager also enables you to design simple custom formulas. You can build business rules combining one or multiple allocation wizards and one or more custom calculations. The allocations and custom calculations calculate data, which is then stored in the application; it is not calculated dynamically. This feature is useful for streamlining and simplifying reporting architectures where an Essbase block storage cube is used as a staging area to calculate an allocation and make simple calculations, followed by a data movement to an Essbase aggregate storage cube for fast reporting. Running allocations directly in Essbase aggregate storage cubes removes the need for an Essbase block storage calculation step while maintaining high performances in Essbase aggregate storage calculations. This simplifies the architecture of the reporting system.

Launch of Essbase Aggregate Storage Business Rules

Like Essbase block storage business rules, you can launch Essbase aggregate storage business rules from Calculation Manager. You can also launch Essbase business rules created in Calculation Manager from Administration Services.

Custom Function and Parameter Passing (Financial Management Application Users)

In the previous release, you could specify that any execution variables used in a Financial Management business rule be passed as parameters. In this release, you can specify that a Financial Management business rule be used as a function.

Smart List Selector in Condition Builder (Planning Application Users)

In addition to using members, functions, and variables in conditions, in this release, you can use smart lists in conditions within Planning business rules. This simplifies business rule design when business logic requires using conditions in business rules.

Parameters for User-Defined Attribute and Attribute Functions Display in the Function Selector

When you select the user-defined attribute and the attribute functions in the Function Selector dialog, the parameters for these functions are displayed. This makes it simpler for you to call attribute functions in the Rule Designer. Calculation Manager indicates what attribute dimension is associated with the regular dimensions and what the attribute members are.

Support for Public Sector Budgeting

In this release, Calculation Manager includes a feature that enables you to load predefined Public Sector Budgeting and Planning business rules into Classic applications. These business rules enable you to perform predefined calculations when you are working with Web forms in Planning. All business rules that are shipped with this product are available in the Calculation Manager graphical user interface. When creating a new Public Sector Planning and Budgeting application, you can automatically initialize the Public Sector Planning and Budgeting business rules with a set of rules in Calculation Manager. Having the business rules in the graphical mode in Calculation Manager simplifies the maintenance and updating of business rules.

Member Selector Enhancements to Improve Performance with Large Dimensions

To improve performance when you are working with dimensions with large numbers of members, and limit the display of members, the Member Selector displays only the first two thousand members when you expand a dimension or member node. If the display exceeds 2000 members, a message is displayed to prompt you to use the search function to find the member you are looking for.

Lifecycle Management Support for Standalone Calculation Manager

You can now migrate business rules and other objects designed in Calculation Manager to Classic Financial Management, Classic Planning, and Essbase applications. If a Classic Planning application is using Calculation Manager, you can now use Lifecycle Management to migrate the business rules in this application. Before this release, only Performance Management Architect applications could use Lifecycle Management to migrate business rules.

For new features relating to installation, architecture, and deployment changes in this release, see "New Features" in the Oracle Hyperion Enterprise Performance Management System Installation Readme.