Working with Formula Expressions

Oracle Hyperion Planning member formulas support Oracle Essbase native formulas and Planning formula expressions that are evaluated and expanded into Essbase code blocks when the database is refreshed. In these expressions, you can address Smart Lists by name, which Planning replaces with their numerical values in calculations.

In the text box on the Member Formula tab, you can include predefined formula expressions in member formulas, and test them with the Validate button. You can also load them.

You can update the dimension outline without updating the business rules and calc scripts that depend on the outline. Calculations become more independent of specifics in the outline. You can use Smart Lists as objects in calculations. Performance is not decreased when you use formula expressions because they are run only when you refresh the database.

To use a formula expression in a member formula:

Select Administration, then Manage, then Dimensions.
Select the dimension for whose member to add or change a formula.
Select the member and click Edit.
Select Member Formula.
Select options for the following fields:
- Plan Type
  
  Note:
  
  A formula entered for the default plan type will be applied to all plan types unless it is overridden by a different formula entered for a specific plan type.
- Data Storage—Select a data storage option. The default is Store.
  
  Note:
  
  The plan type specific data storage field will not display the Shared or Label Only options. This is because a member cannot be set to Shared or Label Only in one plan type and not another.
- Solve Order—For aggregate storage plan types only, solve order specifies the order in which formulas are evaluated. Enter a whole number between 0 and 100000 (or use arrows to increase or decrease the number). The formulas for members that have a specified solve order are calculated in order from the lowest solve order to the highest. The default is 0.
In the text box, define formulas for the member.

You can include Planning formula expressions and Essbase native formulas in the member formula. See the Oracle Essbase Database Administrator's Guide for syntax, rules, and usage on Essbase native formulas.

Planning provides predefined formula expressions that you can use in member formulas. You cannot edit or create your own formula expressions.
Optional: To check the validity of the member formula, click Validate.
Optional: If there are errors in the member formula, click Show Details to view a description.
Optional: Click Reset to restore the previous member formula if you do not want to save the changes you made to the member formula.
Click Save.