Before you create a business rule in the Administration Console, make sure that Administration Services Server is running. For more information on Administration Services Server, see the Essbase Administration Services Installation Guide.
Launch the Administration Console by selecting Start > Programs > Hyperion > Administration Services > Start Administration Services Console.
In the Analytic Administration Services Login dialog box, enter a server name and your user name and password to log on to Administration Services.
If the Enterprise View tab is not displayed, select it in the bottom of the left frame of the Administration Console window.
In the left navigation frame of Administration Services, expand the Business Rules node. Then expand the Repository View node.
Right-click the Rules node and select New Rule.
The Rule Editor is launched with the Graphical tab displayed.
Optional: If you have not selected an outline, from the Associated outline drop-down list, do one of the following:
Choose an outline. (The outlines that are displayed in the drop-down list are outlines that you worked with in this session.)
Choose Select outline to access another dialog from which you can select an outline that you have not worked with in this session. From the Select Database Outline dialog box, drill down to select a database outline from Planning or Essbase, and click OK.
The name of the outline is displayed in the Associated outline drop-down list. You can look at the contents of the outline on the BR Outline tab as you create your business rule.
Choose no associated outline selected if you do not want to work with an outline. In this case, no outline is displayed on the BR Outline tab.
On the Graphical and Source tabs, write the business rule. Depending on what type of business rule you want to create, do either of the following:
Create a graphical business rule on the Graphical tab. You can insert actions and formulas into a graphical business rule by right clicking inside the Graphical tab. You can also insert actions and formulas by selecting them from the BR Language tab and dragging and dropping them onto the Graphical tab. You can do the following:
Specify the global properties of the business rule, including how formula components should be calculated in the rule and what dimensions should be common to all of the formula components in the rule (known as the business rule range).
Note:
Action components are not included in the global business rule range. You must select dimensions and members for action components on the Range tab of each action component. See About Adding Actions to Graphical Business Rules
On the Overview tab, select the On button if you want to turn on intelligent calculation on. Intelligent calculation calculates only the data blocks that need to be calculated, which makes the calculation more efficient. Keep the default setting (Off) if you want all data blocks to be calculated.
On the Range tab, for each dimension in the list that you want to include, enter a value in the Selected Values text box or click the magnifying glass icon to select the members and variables. For more information on member selection, see Selecting Members.
Add actions to the business rule. For more information on using actions in a graphical business rule, see About Adding Actions to Graphical Business Rules.
Add formulas to the business rule. For more information on using formulas in a graphical business rule, see About Adding Formulas to Graphical Business Rules.
Create a non-graphical business rule (that is, an enhanced calc script) on the Source tab. You can insert variables and macros into a non-graphical business rules by right clicking inside the Source tab. You can also insert functions and commands by selecting them from the BR Language tab and dragging and dropping them onto the Source tab. You can do the following:
Add global variables to the business rule. For more information on creating global variables, see Creating Global Variables.
Add macros to the business rule. For more information on creating macros, see Creating Macros.
Add Essbase calculation commands to the business rule. For more information on inserting Essbase calculation commands, see Using Essbase Calculation Commands.
Add Planning formula expressions to the business rule. For more information on Planning formula expressions, see the Hyperion Enterprise Performance Management Architect Administrator's Guide.
Add Essbase functions to the business rule. For more information on inserting Essbase functions, see Inserting Functions with the Function Editor.
You can create a graphical business rule on the Graphical tab and make changes to it on the Source tab. After you make changes to it on the Source tab, however, you cannot make additional changes to it on the Graphical tab; additional changes can only be made on the Source tab. You can view the graphical business rule in its enhanced calc script format on the Source tab. You can create a non-graphical business rule on the Source tab, but you cannot make changes to it on the Graphical tab. When you create a rule on the Source tab, you can only make changes to it on the Source tab.
Optional: From the Variables tab, create or modify local variables (that is, variables that are used only in this business rule) and local or global runtime prompt variables.
On the Local Variables tab, do the following:
Edit local variables. See Editing Local Variables.
Create local variables. See Creating Local Variables.
Delete local variables. See Deleting Local Variables.
On the Runtime Prompts tab, do the following:
Use the Move Up and Move Down buttons to reorder the local and global runtime prompts that are displayed during validation and launch.
Select the Hide check box next to a runtime prompt to hide it from users when they validate or launch the business rule.
Click Add Global Variable Link to access the Global Variables dialog box from which you can select global runtime prompt variables to associate with the business rule. See Associating Global Runtime Prompt Variables with Business Rules.
Select a variable, and click Remove Global Variable Link to remove the runtime prompt variable from the business rule.
On the Usages tab, you can see which business rule sequences use this business rule. If you are creating the business rule, the tab is empty until you begin using the rule in sequences.
On the Doc tab, write a summary for other users of what this business rule does. For graphical business rules, you can also view and/or print HTML documentation for the rules.
For example, you might include a note that lets users know that a business rule should be used to calculate quarterly revenues for a product line, and aggregate them into a value for the year end.
On the Properties tab, enter a name, description, and owner for the business rule. If you want to prevent other users from viewing or editing the rule, select the Locked check box.
On the Locations tab, do one of the following:
Click Add.
In the Associated Outline dialog box, do one of the following:
Choose a database location. For more information on working with locations, see Managing Database Locations.
Choose a cluster. For more information on working with clusters, see Managing Clusters
Choose Select Outline to access another dialog from which you can select an outline. From the Select Database Outline dialog box, drill down to select a database outline from Planning or Essbase, and click OK.
The server and database name is displayed in the Locations text box.
To enable users to validate and run the business rule against all database locations and clusters, click Allow All locations.
To delete one or more database locations so users cannot validate or launch the rule against them, select them from the Locations text box, and click Delete.
The ability to assign access privileges is based on the locations you assign to the business rule. If you want a cluster or database location to be available when you assign access privileges, you must select it from the Associated Outline dialog box, or select Allow All Locations to ensure that all locations and clusters are available.
On the Access Privileges tab, if you are an administrator, you can grant and/or delete access to the business rule. If you are the owner, or you were granted modify access to the rule, you can assign users edit/no edit privileges for the business rule. For more info, see Adding or Editing Access Privileges for a Business Rule and Deleting Access Privileges for a Business Rule.
Click Save to save the business rule. For more information on saving business rules, see Saving a Business Rule.
Optional: Validate the business rule. For more information on validating business rules, see Validating a Business Rule.
Optional: Launch the business rule. For more information on launching business rules, see Launching a Business Rule.