Launching Business Rules in Excel

  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.

   Note:

   Planning administrators: During form design in Planning, rules directly attached to a composite form with Run on Save enabled are not supported in Smart View. You should always attach rules to a simple form, enable Run on Save, then attach the business rules from the simple to the composite form. This way, all runtime prompt values are picked up correctly from the form context and the business rules launch successfully.

   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.