Using the Aggregation Template in a Business Rule (Planning and Essbase Block Storage Users Only)

You use the Aggregation template to aggregate data values of members you specify. You can define a restricted list of values so only these values are shown to the user. You can also use settings to specify whether data values should be aggregated into the local currency, whether missing values should be aggregated, among other settings.

For example, you may want to use the Aggregation template to aggregate a dimension, Data, at level 0. To aggregate at level 0, you must run the aggregation template to calculate the total and subtotals of the members in the Data dimension.

To use the Aggregation template in a business rule:

Complete step 1 through step 4.
In the Aggregation Template Wizard, on Point of View, do one of these three tasks to define the members to which you want to restrict the aggregation. Click Next.
- Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.
- Click the Member Selector icon to select a member or function for each of the dimensions listed.
- Select a dimension in the list, and click the Actions icon to select a member, variable, or function. See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.
On Full dimension aggregation, select up to five dimensions to aggregate fully. You can select three sparse and two dense dimensions. Click Next.
On Partial dimension aggregation (dense):
1. Select up to two dense dimensions to aggregate.
2. For each dense dimension you want to aggregate, use the Actions icon to select a member to aggregate.
3. For each dense dimension you want to aggregate, select an aggregation level to aggregate. You can aggregate its descendants, children, or ancestors.
4. Click Next.
On Partial dimension aggregation (sparse):
1. Select up to three sparse dimensions to aggregate.
2. For each sparse dimension you want to aggregate, use the Actions icon to select a member to aggregate.
3. For each sparse dimension you want to aggregate, select an aggregation level to aggregate. You can aggregate its descendants, children, or ancestors.
4. Click Next.
On Settings, specify settings such as whether the data should be aggregated into the local currency, whether missing values should be aggregated, and other settings.
1. To aggregate data to the local currency, select On. If you select Off, data is aggregated to the currency into which it was entered in the database.
2. To include any missing values in the aggregation, select On. If you select Off, missing values are not aggregated.
3. To optimize the aggregation on sparsely populated dimensions, select On. If you select Off, the calculation is not optimized on sparse dimensions.
4. Select one of these values for the calculator cache. The calculator cache is a buffer in memory that is used to create and track data blocks during calculation operations. The best size for the calculator cache depends on the number and density of the sparse dimensions you are aggregating. (See the Oracle Essbase Database Administrator's Guide.)
  - High: A calculator cache with the maximum number of bytes is used.
  - Default: A calculator cache with the default number of bytes is used.
  - Low: A calculator cache with the minimum number of bytes is used.
  - Off: No calculator cache is used.
  - All: A calculator cache is used even if one full sparse dimension is not calculated.
Click Finish.