Contents

Title and Copyright Information

Send Us Your Comments

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
• Conventions

1 Introduction

• Customizing Configuration Tools Font Type and Size
• Configuration Tools Business Process
• Sample Configurations
• Using the Configuration Tools Online Help
  • About the Online Help
  • Formatting Conventions
  • Navigate the Online Help
    • Use the Table of Contents
    • Using the Search Feature
    • Using the Business Process
    • Using the Index
    • Browse the Index Entries
    • Search the Index
  • Using Links
    • Using Hyperlinks
• Navigating the Configuration Tools
  • Starting the Program
  • About the Configuration Tools Windows
• A Note About RPASCE Configurability and Extensibility

2 Configuration Components Pane

• Know the Configuration Components
  • Configuration Components Pane Overview
    • Projects
    • Solution
    • Hierarchy
    • Data Interface
    • Styles
    • Taskflow
    • Solutions
    • Measures
    • Rule Sets, Rule Groups, and Rules
    • Workbooks and Worksheets
    • Wizards
    • Task List
• How RPASCE Uses Solution Configurations
  • The RPASCE Calculation Engine
  • Aggregation and Spreading
  • RPASCE Functions
• Right-Click Menus in the Configuration Components Pane
• Setting Tools Preferences

3 Projects

• Working with Projects
  • Create a Project
  • Save Changes to a Project
  • Using the Save As Option to Save a Project Using a Different Name
  • Open an Existing Project
  • Open an Existing Project from an Older Version of the Configuration Tools
  • Close a Project
• Understanding Hierarchies
• Configuration of Attribute Hierarchy Information
• Configuration of Virtual Hierarchy Information
  • Virtual Hierarchy and Dimension Constraints
• The Hierarchy Definition Window
  • About the Hierarchy Definition Window
• Working with Hierarchies
  • Create a New Hierarchy
    • Modify the Tools Name
  • Specify Hierarchy Properties
  • Delete a Hierarchy
  • Copy (Clone) Hierarchies
  • Working with Position Formats
  • Specifying the Position Format
    • Position Format Syntax
• Working with Dimensions
  • Create a Dimension
  • Defining Dimension Properties
    • Dimension Properties Descriptions
  • Delete a Dimension
  • Edit a Dimension
  • Create a Branch in a Hierarchy
  • Labeled Intersections
    • Adding a Labeled Intersection
    • Modifying a Labeled Intersection
    • Removing a Labeled Intersection
  • Configure 2-Dimensional Dimension Attribute
    • Define Attribute Hierarchy and Attribute Measure
    • Add Dimension Attribute Positions
    • Enable Dimension Attribute
• Data Interface Manager
  • Specify the Data Interface for a Measure
  • Add/Edit Data Interface Properties for a Measure
  • Delete Data Interface Information for a Measure
• Working with Styles
  • The Style Definition Tool
  • Style Attributes
  • Create a Style
  • Remove a Style
  • Edit a Style
• Working with Taskflows
  • Create a Taskflow
  • Adding an Activity to the Taskflow
  • Adding a Task to the Taskflow
  • Add a Step to the Taskflow
  • Add a Tab to the Taskflow
  • Delete Items from the Taskflow
  • Edit Items from the Taskflow
    • Order Items in the Taskflow
    • Validate the Taskflow
    • Generate Default Mapping
  • Hyperdynamic Tasks, Steps, and Tabs
    • Creating a Hyperdynamic Task
    • Adding a Hyperdynamic Step to the Taskflow
    • Adding a Hyperdynamic Tab to the Taskflow
    • Adding Worksheets to a Hyperdynamic Step or Tab
    • Removing a Worksheet from a Hyperdynamic Step or Tab
    • Creating the Taskflow for a Taskflow Created in a Release Earlier than 13.3.1

4 Solutions

• Working with Solutions
  • Create a Solution
  • Copy a Solution
  • Rename a Solution
  • Move a Solution
  • Delete a Solution
• Measures and Components
  • Measure Manager
    • Measure Properties
    • Measure Components
    • Measure Naming Conventions
  • Measure Component Design
  • Create a Major Component
  • Create a Minor Component
  • Defining Measure Component Properties
    • Measure Component Properties
  • Edit Components
    • Move Components
    • Push Components Down
    • Pull Components Up
    • Display or Hide Components
    • Find a Component
    • Rename a Component
    • Remove Components
  • Measure Validation within the Measure Manager
    • Disabling Measure Content Validation
• Working with Measures
  • Measure Manager Overview
  • Realize and Unrealize Measures
    • Realize a Measure
    • Unrealize a Measure
  • Rename a Measure
  • Show All Measures
  • Hide Measures by Component
  • Hide All Measures
  • Sort Measures by Property Value
  • Filter Measures by Property Value
• External Measures
  • Import a Measure
  • Remove an Imported Measure from a Solution
• Rule Sets
  • Create a Rule Set
  • Delete a Rule Set
  • Edit Rule Set Properties
• Rule Groups
  • Create a Rule Group
  • Delete a Rule Group
  • Copy a Rule Group
  • Edit Rule Group Properties
  • Measure Validation in the Rule Definition Window
  • Rule Definition
  • Create a Rule and Add It to a Rule Group
  • Add an Existing Rule to a Rule Group
  • Apply a Rule Pattern to Create New Rules or to Update Existing Rules
  • Delete a Rule from All Rule Groups
  • Remove a Rule from a Rule Group
  • Edit Properties of a Rule
  • Rename All Rules in a Rule Group
  • Filter Rules in a Rule Group
  • Reordering Rules in a Rule Group
  • Auto Generate Load and Commit Rules
  • Copy Selected Rules to Another Rule Group
  • Find and Replace Measures in the Copied Rules
• Expressions and Rules
  • Reorder an Expression in a Rule
  • Edit an Expression in a Rule
  • Delete an Expression from a Rule
  • Add an Expression to a Rule
• RPASCE Functions, Procedures, Keywords, and Modifiers
• Workbooks
  • Workbook Components
    • Workbook Tabs
    • Worksheets
    • Workbook Designer
  • Participation Measures Overview
  • Create a Workbook
  • Patch Workbook with New Attributes
  • Edit Workbook Properties
  • Defining Workbook Properties
    • General Tab
    • Custom Menus Tab
    • Workbook Hierarchies Tab
    • Real Time Alerts Tab
    • Workbook Transitions Tab
    • Measures Tab
    • Extended Measures Tab
    • Dynamic Position Maintenance Tab
• Working with the Rule Group Simulator
  • About the Rule Group Simulator
  • Invoking the Rule Group Simulator
  • Filtering the Measures Table
  • Changing the Edited Status of Measures
  • Using the Upstream and Downstream Panes
  • Exiting the Rule Group Simulator
• Working with Workbook Tabs
  • Create a Workbook Tab
  • Edit Workbook Tab Properties
  • Remove a Workbook Tab
  • Comprehensive Workbook Validation
• Working with Worksheets
  • Create a Worksheet
  • Defining Worksheet Properties for Pivot/Chart Worksheets
    • General Tab
    • Measure Profiles Tab
    • Position Queries Tab
    • Style Overrides Tab
    • Window Formatting Tab
  • Defining Worksheet Properties for Worksheets Tiled View
    • Tiled View Worksheet
    • Properties of the Tiled View Worksheet
    • Additional Tabs of the Tiled View Worksheet
  • Defining Worksheet Properties for the Worksheets Container View
    • Features of the Container View Worksheet
    • Top Filter Dimensions
    • Define the Axis Layout of the Worksheet
    • Support for Images, Attributes, and Measures
    • Alert Navigation
    • Support for Measure Profiles
    • Properties of the Container View Worksheet
    • Additional Tabs of the Container View Worksheet
  • Defining Worksheet Properties for Worksheets Card View
    • Card View Worksheet
  • Defining Worksheet Properties for the Worksheets Summary View
    • Summary View Worksheet
    • Properties of the Summary View Worksheet
    • Additional Tabs of the Summary View Worksheet
  • Specifying Which Measures Display in a Worksheet
  • Specify the Sequence of Measures on a Worksheet
  • Edit Worksheet Properties
  • Remove a Worksheet
• Wizards
  • Create a Wizard Group
  • Create a Wizard Page
  • Edit Wizard Control Properties

5 Accessibility

• Java Swing and the Java Access Bridge
• Accessibility Support with the RPASCE Configuration Tools
• Keyboard Focus Traversal Considerations

6 Configuring Dashboards in RPASCE EE

• Determining the Dashboard Requirements and the Approach
  • Functional Considerations for Efficient Dashboard Design
    • Dashboard Interaction Pattern
    • Data Partitioning and the Dashboard
    • System Responsiveness and Sizing
  • Best Practices for Dashboard Configuration
    • Determining What Levels to Include in Dashboard Workbooks
• Creation of a Dashboard Workbook Template
  • Measure and Rule Configuration Requirements
  • Support for Real Time Alert Functionality
  • Support for Batch Alert Functionality
  • Specifying the Wizards for the Dashboard Workbook
  • Specifying the Formatting for Metrics in Dashboard Tiles
• Creation of the Dashboard View Configuration File
  • Dashboard Settings Configuration in the Deployment Tool
  • Use of JSON in the Dashboard Settings Configuration File
    • JSON Structures
    • Use of JSON in the Dashboard Settings Configuration File
  • Top-Level Properties of the Dashboard Settings Configuration File
  • Configuration of Dashboard Profiles
    • The Administration Profile
    • Metric Dashboard Profiles
    • Metric Tile Configuration
  • Exception Dashboard Profiles
  • Exception Tile Configuration
• Configuring Attribute Roll-Up Dynamic Hierarchies
• Configuring the Unit of Measurement Display in Dashboards
• Dashboard Plans
• Dashboard Errors

7 Contextual Help

• Overview
• Contextual Help Configuration File
  • Creating the Configuration File
  • Using JSON
  • Configuration File Levels
  • Help Topic Building Blocks
  • Help Topic Tile
  • Naming Conventions for Keys
  • JSON Structure of Contextual Help Configuration File
  • Adding or Editing the Contextual Help Configuration File
  • Retrieving or Updating the InContext Help JSON File

8 System Preferences

• Global Domain
  • Measure Data
  • Multi-Language
  • Solution ID
  • Term Plan Labeling
  • Customizing Dashboard Labels
• Setting Workbench Preferences
• Setting Configuration Properties

9 Configuration Utilities

• Configuration Converter
  • Launching the Configuration Converter
  • Converting a Configuration
• Function Library Manager
  • Launching the Function Library Manager
  • Adding a Function Library to Be Validated in the Configuration Tools
  • Removing a Function Library from Being Validated in the Configuration Tools
• Report Generator
  • Generate a Report

10 Integration Tool

• Planning Data Store
• PDS Extensibility
• Integration Configuration Components
  • Shared Hierarchies and Dimensions
    • Shared Hierarchies Properties
  • Shared Facts
    • Shared Fact Properties
  • Integration Map
    • Integration Map Properties
    • Integration Map Constraints
  • Domain Information
    • Domain Information Properties
• Integration Tool
  • Working Integration Configurations
  • Working with Domain Information
  • Working with Shared Hierarchies
    • Shared Hierarchies Tab Validations
  • Working with Shared Facts
    • Fact Groups Tab
    • Shared Facts Tab
    • Import Facts
    • Shared Fact Tab Validations
  • Working with the Integration Map
  • Fact Grouping Best Practices
    • Grouping Based on Concurrent Access
    • Conditional Commits of Facts
    • Fact Group Assignment Process
    • Create Groups Based Upon Intersection
    • Partition Facts Based Upon Data Source
    • Partition Groups for Conditional Commits

11 Deployment Tool

• General Process Flow for Generating Deployment Resources
  • User Interface
  • Deployment Tool - Distributed Workbook Storage
  • Deployment Tool – Global Domain Configuration
  • Deployment Tool – Online Administrative Tasks
    • Administrative Task View
    • Administration Task Resource Contents
    • Task Attributes Element
    • Task Argument List Element
    • Argument Element
    • Argument Branch Element
    • Remove Argument Branch
    • Generate Translation File
  • Deployment Tool – Dashboard Settings Resource
    • DashboardSettings.json View
    • DashboardSettings.json Resource Contents
    • Metric Profile Element
    • Seasonal Profile Element
    • Exception Profile Element
    • Dynamic Hierarchy Element
    • Metric Tile Element
    • Comparison Metric Tile Element
    • Metric Tile Variance Element
    • Exception Tile Element
    • Creating Dashboard Profiles: Two Examples
  • Deployment Tool – Retail Home Dashboard Settings
    • How Metric Tiles are Populated in the Retail Home Portal Dashboard Page
    • RetailHomeConfig.json View
    • RetailHomeConfig.json Option in Deployment Tool
    • RetailHomeConfig.json Resource Contents
    • Template, Worksheet, and TileStates Definition
    • Validation against the Domain Configuration
    • Retail Home Translation Resources
  • Deployment Tool Limitations
    • Validation of Resource Contents

A Appendix – Note on Deprecated Functionality

• Deprecated Features in the RPASCE Platform
  • Working with Styles
  • Working with Taskflows
  • Working with Measures
  • Working with Workbooks
  • Working with Wizards
  • Deployment Tool
  • Configuration of RPAS Extensions

B Appendix – RPASCE Cloud Partitioning Guide

• Overview
• Domain Partitioning
• Performance Considerations
• Domain Partition Configuration
• Building a Domain Using the RPASCE Installer

C Appendix – Calculation Engine User Guide

• Measure Definition and Base Intersections
  • Data Types
  • Base Intersection
  • Aggregation and Spreading Types
• Aggregation
• Spreading
  • Locks and Spreading Around Locked and Changed Cells
  • Spreading Methods
    • Proportional Spreading
    • Replicate Spreading
    • Even Spreading
    • Delta Spreading
    • PET and PST Spreading
    • Multi-Level Spreading
  • Hierarchical Protection Processing
  • Spreading of Recalc Type Measures
    • Non-Conforming Recalc Measures
• Expressions, Rules, and Rule Groups
  • Expressions
  • Rules
  • Rule Groups
    • Rule Group Transitions
• The Calculation Cycle
  • Protection Processing
    • Protection Processing Details
    • Protection Processing Example
    • Determining What to Calculate
    • Determining the Calculation Sequence
  • Cycle Groups
    • Cycle Breaking Functions
    • Cycle Group Evaluation
• Synchronized Measures
• Elapsed Period Locking
• Non-Conforming Expressions
  • Handling of Non-Conforming Expressions
    • Examples

D Appendix – Rules Function Reference Guide

• Syntax and Design
  • Functions
  • Procedures
  • Modifiers
  • Keywords
  • Syntax Conventions
  • Specification of Hierarchy, Dimension, or Position
  • Function Inverses
  • Functions with Multiple Results
• Special Handling for Functions
  • Error Handling
    • Keyword: if
    • Keyword: prefer
• Non-Conforming Measures
  • Non-Conforming Measure Examples
• Functional Keywords
  • Calendar Index Functional Keywords
  • Session Keywords
  • Calendar Hierarchical Date Keywords
• Modifiers
• Description of Functions
  • Calendar Index Functions
  • Calendar Calculation Functions
  • Index and Position Functions
  • Forecast Procedure
    • Forecast Requirements
    • Using the Forecast Procedure
  • Tensorflow Procedure
    • Tensorflow Parameter/Model Dependencies
    • Using the Tensorflow Procedure
    • Forecast Procedure Syntax
    • Configuration Parameters and Rules
    • Tensorflow Models Upload
    • Tensorflow Tensor Name
    • Tensorflow Feature Data
  • Time Series Functions
    • Single Time Series Functions
    • Double Time Series (Statistical Error) Functions
  • Hierarchical Functions and Procedures
    • Transform Procedures
    • Normalization and Resizing Functions
    • String Functions
    • Math Functions
  • Other Functions and Procedures
    • multisource
    • Left Hand Side (LHS) Measure Properties
    • Right Hand Side (RHS) Measure Properties
    • cover
    • uncover
    • min
    • max
    • sum
    • lag
    • lead
    • timeshift
    • round
    • roundup
    • rounddown
    • navalue
    • propspread
    • passthrough
    • rankagg
    • ranksort
    • positionLocked
    • randMask
    • loadagg
    • spreadcommit
    • dynHierRefresh
    • preModified
    • AggPEClc
    • intradayexport
    • intradayexportwb()

E Appendix – Aggregation and Spread Types

• Aggregation Types
• Spread Types
  • Arithmetic Operators
    • Unary Operators
    • Binary Operators

F Appendix – RPASCE Configuration Manager and rpasConfigMgr

• Using the rpasConfigMgr
• rpasConfigMgr Process
• diff
• merge
• diffAndMerge
• rpasConfigMgr Usage
• RPASCE Configuration Manager
  • Field/UI Item Description
  • Merge Functionality
  • Conflict Resolution Functionality
• RPASCE Configuration Manager Application
  • Merge Operation
    • A Note on Saving and Loading Merge Operations
  • Change Report Operation

G Appendix – Dynamic Hierarchies

• Domain Modified Dimensions
• Multiple Domain Modified Dimensions in Single Workbook
• Domain Modified Dimensions Dependent on Multiple Dimensions
  • Multiple Dimension Notes
  • Refreshing Dynamic Hierarchy Rollups
    • Configuring Dynamic Hierarchy Refresh
    • Applying Changes to Data in Dynamic Hierarchy Refresh
  • Dynamic Hierarchies in the Wizard Process
  • Loading and Committing Aggregated Data with Dynamic Hierarchies

H Appendix – RPASCE Rule Writing Tips

• Basic RPASCE Rules Information
  • Full and Incremental Evaluation Modes
  • Rule Group Transitions
  • NA Values and Iterators
• Principles for Writing Efficient Rules
  • Expensive Functions, Modifiers and Procedures
  • Caching Intermediate Results
  • Automatic Caching of Expression Phrases
• Tips
  • Rule Groups
  • Non-Materialized Measures
  • Display-Only Non-Materialized Measures
  • The If Statement
    • Caching the If Condition Phrase
    • The Ignore Keyword
• Expression Iteration Examples
  • Tips to Design Efficient RPASCE Expressions