Creating an Aggregate Storage Formula Component

An aggregate storage formula component is comprised of formula calculation statements. To create the calculation statements of a formula, you enter or select members and variables. As you create the formula, each of its calculation statements is listed in a row within a grid in the Component Designer.

You can create a formula component from the System View or from within the Rule Designer. A formula component exists as an independent object in the database, so it can be shared amongst business rules.

To create a formula component for an aggregate storage application:

1. In System View, right-click Formulas, and then select New.
2. Enter a formula name and application type.
3. Select an Application.

   The application name must be a valid Planning application.

4. Select the Database.

   Note:

   If you right-click Formulas, and select New to create a new formula, the New Formula dialog is populated with the application type, the application, and the database you are working in within the System View.

5. Click OK.
6. In the Component Designer, in Properties, complete these steps:
   1. Optional: By default a formula is shared when you create it; you cannot select or clear the Shared check box.

      Tip:

      To create a formula that is not shared, open a business rule, then drag a new formula component into the business rule's flow chart. The shared check box is not selected. If you decide to make the formula shared, select the Shared check box.

   2. Optional: Edit the formula's name by entering a new one of up to 50 characters. (The name defaults from the New Formula dialog.)
   3. Optional: Enter a description of up to 255 characters for the formula.
   4. Optional: Enter a caption for the formula. The caption is displayed below the formula in the Rule Designer flow chart.

      Note:

      If you do not enter a caption, the component's name is displayed in the flow chart.

   5. Optional: Enter comments for the formula. For example, you may want to tell users how the formula component should be used.
7. On Formula, enter a caption for the formula.
8. Optional: From Offset Member, if you want the total amount of all of the formulas in the formula component to be written to an offset member, or a cross dimension member, click the Ellipsis icon to select a member.

   Note:

   You can define an offset member manually within the formulas you create below. The offset defined in the formula component is calculated as the sum of all calculated amounts.

9. To create a formula statement, click in the first formula statement row to the left of the equal sign. Then enter a member or cross dimension member selection, or click Actions to select a:

   • Variable (See Working with Variables.)

   • Member (See Adding Members and Functions to a Component.)

   Note:

   To type a cross dimension selection of members, enter each member name, separated by a right arrow. For example, mem1->mem2->mem3.

10. To complete the formula statement, click in the row to the right of the equal sign. Then enter a member or cross dimension member selection, or click Actions to select a:

    • Variable (See Working with Variables.)

    • Member (See Adding Members and Functions to a Component.)

11. Optional: For each formula statement row, click the Comments icon to enter comments about the formula statement. Click OK.
12. In Usages, you can view the rules that use the formula component.

    Note:

    None of the information on this tab can be edited.

13. Click .