Executing the Calculate Form and Calculate Currencies Business Rules

Data source types: Oracle Planning and Budgeting Cloud

If you are unfamiliar with Oracle Planning and Budgeting Cloud, see the Oracle Planning and Budgeting Cloud documentation and videos available on the Oracle Help Center.

The Calculate Data Form business rule is created for each form to calculate subtotals. The Calculate Currencies business rule is created for 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 important and may affect the data. If you plan to launch both Calculate Data Form and the Calculate Currencies business rules, always run the conversions before subtotaling the form.

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

Open a form.

Any data that is not saved on the spreadsheet is lost when you launch the business rule.
From the Planning ribbon, select Calculate, and then Rules on Form.

The business rules associated with the form are displayed in the Business Rules dialog box.
Complete one or both of the following actions:
- To convert currencies, select Calculate Currencies.
- To calculate subtotals, select Calculate Data Forms.
Click Launch.

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