Creating a Formula Component (Financial Management, Planning, and Essbase Block Storage Application Users Only)

You can create a formula component from the System View. Formula components can be used in business rules and templates.

  To create a formula component:

  1. Enter the formula's name.

  2. Enter the Application Type (Financial Management, Planning, or Essbase).

  3. Select an Application Name. The application name must be a valid Performance Management Architect application, a Classic Financial Management orPlanning application, or an Essbase block storage application.

  4. Do one of these tasks:

    1. If you selected Financial Management, select the Calculation Type.

    2. If you selected Planning, select the Plan Type.

    3. If you selected Essbase, select the Database.

    Note:

    If you right-click Formulas and select New to create a new formula, the New Formula dialog is populated with the application type, the application, and the calculation or plan type you are working in within the System View.

  5. Click OK.

    The formula is displayed in the Component Designer. To design the formula component, see Designing a Formula Component (Financial Management, Planning, and Essbase Block Storage Application Users Only).