1. Administering Financial Consolidation and Close
  2. Working with Rules
  3. Working with Configurable Calculations
  4. Working within Calculation Manager

Working within Calculation Manager

When you click on a Configurable Calculation rule from the Consolidation Process page, the system opens Calculation Manager and you can work with the rule. By default, the content of the seeded rule is empty, and only contains comments. You can create calculation logic using either of these methods:

  • Use the graphical UI to drag and drop objects to the rules

    In Graphical mode, you can use a Function Selector and Member Selector. You can drag and drop objects to the Designer.

  • Edit rules using Essbase script

    In Script mode, you can use a Function Selector and Member Selector. You can cut and paste, find and replace, show or hide comments, and import or export.

The Function Selector and Member Selector are fully supported in both the graphical and script mode. You can always switch between the graphical and script mode by selecting the applicable option in the View drop-down:

  • Designer

  • Edit Script

  • View Script

You can also comment out a section of the code for testing purposes (add or remove comments).

Calculation Manager features are enabled for Configurable Calculations.

For custom-defined functions supported by Calculation Manager, see Working with Calculation Manager Custom Defined Functions.

For detailed information on using Calculation Manager, see Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

You can perform validation at any time before or during the save process. The system ensures that the members and functions are valid and that the syntax is correct.

In order for your custom calculations to be part of the process, you must Deploy the rule.

Note that you cannot deploy templates that you created from Calculation Manager. You must include them either in Configurable Calculations (insertion points) or On-Demand Rules and then deploy those rules.

If you encounter any errors during deployment, you can see the error detail in the Job console error log. After the rule is deployed, the system changes the calculation status to "System Change" (SC). You must reconsolidate data based on the changes made to the rule that has been deployed.

Note that the calculations that you define in Calculation Manager cannot be executed standalone. When the rule is deployed, Financial Consolidation and Close will insert the script statements of the seeded rule into the appropriate places of the consolidation logic.

You do not launch rules from within Calculation Manager. In addition, you cannot include Scenario/Year/Period/Entity as the OUTER FIX statement in your seeded rule because the selection of Scenario/Year/Period/Entity is determined by the user who invokes the consolidation from Financial Consolidation and Close. See Working with Essbase Calc Script.