Launching Business Rules in Excel

Data source types: Oracle Hyperion Planning

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the Oracle Help Center. To open this library, from the Smart View ribbon, select the arrow next to Help, and then Documentation.

To launch a business rule in Excel to recalculate data in Oracle Essbase:

1. Open a Planning ad hoc grid or form (single or composite).
2. Save any unsaved data.

   Unsaved data is lost when you launch a business rule.

3. From the Planning ribbon, select Calculate, and then Business Rules.
4. From Business Rules, under Plan Type, select the plan type associated with the rule you want to use.
5. Select a rule from the rules listed for that plan type, and then click Launch.

   If the business rule includes runtime prompts, enter the information described in Entering Runtime Prompts.

   Note:

   Planning administrators: During form design in Planning, rules directly attached to a composite form with Run on Save enabled are not supported in Oracle Smart View for Office. You should always attach rules to a simple form, enable Run on Save, then attach the business rules from the simple to the composite form. This way, all runtime prompt values are picked up correctly from the form context and the business rules launch successfully.

   If the calculation is successful, the values in the Essbase database reflect the results of the calculation.

6. Click Close.
7. From the Smart View ribbon, select Refresh.

Related Topics:

Entering Runtime Prompts

Executing the Calculate Form and Calculate Currencies Business Rules