1. Administering and Working with Enterprise Profitability and Cost Management
  2. Building and Calculating Models
  3. Creating and Managing Rules
  4. Creating Custom Calculation Rules
  5. Creating a Custom Calculation Rule Definition

Creating a Custom Calculation Rule Definition

To create a custom calculation rule definition:

  1. From the Home page, select Modeling, and then Designer.

  2. On the Waterfall Setup tab, click the Model drop-down, and select a model.

  3. Select the rule set to which you want to add the custom rule.

  4. Click plus icon, and then select Custom Calculation Rule.

  5. On the Create Custom Calculation Rule page, in the Definition tab, enter the following information:

    • Rule Name: Enter a name for the rule.

      For example, the "Occupancy Expense Allocations" rule set in the the BksML50 sample application provided with Enterprise Profitability and Cost Management, contains a custom rule called "Utilities Expense Adjustment".

      Rule names have the same restrictions as the member names in Oracle Essbase. See Naming Restrictions for Dimensions, Members, and Aliases.

    • Description: Enter a description for the rule.

      For example, you could say something like; "Increases utilities expenses by 10%"

      The description you enter here will appear in the Model Documentation report. Enter a description that will make the information about the custom rule informative for anyone reviewing the model logic in the future. See Generating a Model Documentation Report.

    • Sequence: Enter a number to determine the order in which the rule will run in the rule set.

      The Sequence can be any whole number from 1 to 9999.

      Rules with the same sequence number will run at the same time if parallel calculation is enabled for the parent rule set, and depending on the number specified for Calculation Threads in the Applications Settings. (See "Step 5: Select a Rule Set Calculation Option" in Creating a Rule Set and "Calculation Threads" in About Managing Application and System Settings.)

    • Enabled: If selected, the rule will be active when the calculation is performed.

    • Use Rule Set Context: If selected, the member selections done when the rule set was created will apply to this rule. If a Model Context has been enabled for the rule set, it will also be applied. See Understanding Model and Rule Set Context.