Defining and Managing Calculation Rules in Management Ledger Models

In Management Ledger Profitability models, there are two types of calculation rules, allocation rules and custom calculation rules.

Allocation rules determine the source and destination of allocated data, which drivers are applied to that data, and where offsets are placed to balance accounts (Creating Management Ledger Allocation Rules). Management Ledger allocations differ from those in other types of Oracle Hyperion Profitability and Cost Management models in that there are no stages or revenue and cost layers. All the functionality of the other types is handled through the Manage Rules content area, a simple user interface with multiple tabs for different allocation tasks.

Custom calculation rules contain formulas in MDX format and are primarily used for adjusting data (Creating Management Ledger Custom Calculation Rules).

Both types of calculation rules are organized under rule sets. Rule sets run in their sequence number order, and then the rules within a set run in the order of their sequence numbers. Rules with the same sequence number can run at the same time, provided the computer hardware allows for parallel execution of processes. Rules can be copied within rule sets.

You can use contexts to define dimension and member defaults for both types of rules, either for all rules in a POV (Defining Global Contexts for Management Ledger Rules) or for all rules in a rule set (Defining and Managing Management Ledger Rule Set Contexts). For information about management and running calculation rules, see Calculating Management Ledger Models.