Executing the Calculate Data Form and Calculate Currencies Business Rules

The Calculate Data Form business rule is created for each data form to calculate subtotals. The Calculate Currencies business rule is created for data forms that include multiple currencies in a row, column, or page to enable the conversion of values among available currencies.

The order in which business rules are launched is very important and may affect the data. If you plan to launch both Calculate Data Form and the Calculate Currencies business rules, it is important that you run the conversions first, before subtotaling the data form.

  To launch the Calculate Data Form and Calculate Currencies business rules in Excel:

  1. Open a data form.

    Any data that is not saved on the spreadsheet is lost when you launch the business rule.

  2. From the Planning ribbon, select Calculate, then Rules on Form.

    The business rules associated with the data form are displayed in the Business Rules dialog box.

  3. Complete one or both of the following actions:

    • To convert currencies, select Calculate Currencies.

    • To calculate subtotals, select Calculate Data Forms.

  4. Click Launch.

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