Hyperion® Calculation Manager

New Features

Release 11.1.2

Authors: EPM Information Development Team

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Table of Contents:

Calculation Manager New Features and Enhancements

Hyperion Calculation Manager supports these new and enhanced features for this release:

Support for Oracle Essbase aggregate storage business rules
Support for launching Essbase aggregate storage business rules from Calculation Manager
Custom function and parameter passing (Oracle Hyperion Financial Management, Fusion Edition only)
Smart list selector in the Condition Builder (Oracle Hyperion Planning, Fusion Edition only)
Parameters for user-defined attribute and attribute functions in the Function selector dialog
Support for Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition
Changes to the Member Selector to handle large numbers of members
Oracle Hyperion Enterprise Performance Management System 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 Oracle Hyperion EPM Architect, Fusion Edition 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 Oracle Essbase aggregate storage business rules from Calculation Manager. You can also launch business rules created in Calculation Manager from Oracle Essbase 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 rules 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 smartlists 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 predefinedPublic Sector Planning and Budgeting 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.

Note:

If you are working with a Performance Management Architect application, these predefined rules are loaded automatically when the application is created, if the Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition plan type is enabled.

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 Oracle Hyperion Financial Management, Fusion Edition and Planning applications. If a Classic Oracle Hyperion Planning, Fusion Edition application is using Hyperion Calculation Manager, you can now use Lifecycle Management to migrate the business rules in this application. Before this release, only Oracle Hyperion EPM Architect, Fusion Edition applications could use Oracle Hyperion Enterprise Performance Management System Lifecycle Management for migrating business rules.