Launching Business Rules in Excel

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the EPM Documentation Library. To open this library, from the Smart View ribbon, select the arrow next to Help, and then EPM Documentation.

  To launch a business rule in Excel to recalculate data in Essbase:

  1. Open a Planning ad hoc grid or form (single or composite).

  2. Save any unsaved data.

    Unsaved data is lost when you launch a business rule.

  3. From the Planning ribbon, select Calculate, and then Business Rules.

  4. From Business Rules, under Plan Type, select the plan type associated with the rule you want to use.

  5. Select a rule from the rules listed for that plan type, and then click Launch.

    If the business rule includes runtime prompts, enter the information described in step 2 of Entering Runtime Prompts.

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

  6. Click Close.

  7. From the Smart View ribbon, select Refresh.

Related topics:

Entering Runtime Prompts

Executing the Calculate Form and Calculate Currencies Business Rules