10 Managing Rules

You use Oracle Hyperion Financial Management rules to automate the calculations of data within an application. You can use rules for these purposes:

• Calculate data entry level amounts for a specific entity, scenario, and period.

• Prevent data entry for a specific cell in a specific entity, scenario, and period.

• Allow input at the Parent entity level.

• Calculate data that cannot be calculated through a hierarchical aggregation, such as ratios or variance analysis.

• Perform allocations from a parent entity to a list of base entities.

• Perform complex currency conversions, calculate exchange rate differences, or perform other calculations necessary for your consolidation.

• Define formulas to dynamically calculate accounts.

• Specify the accounts in the application that support intercompany transactions.

You can write rules in a text editor, such as Notepad ++.

Note:

To work with rules in Oracle Hyperion Calculation Manager, see Creating Rules Using Calculation Manager.