Working with On-Demand Rules

On-Demand Rules are ad-hoc rules that can be used for calculations outside of the consolidation process. An administrator can create on-demand rules to be executed by other users at any time.

Users who have launch permissions can invoke on-demand rules from data forms, Oracle Smart View for Office, post-Data Load processing, journal posting, Supplemental Data posting, or from the Rules card. You can verify or adjust an on-demand rule before invoking consolidation, since it is independent from the consolidation process. You can execute calculations regardless of the current calculation status.

Using on-demand rules outside of the consolidation process reduces consolidation time, since these calculations do not need to be repeated for each consolidation. For example, reclassification or adjustments, or loading life-to-date balances and redirecting them to the appropriate Movement members are calculations that may only need to be executed one time. They are not required to be calculated every time a consolidation process is launched.

You can attach on-demand rules to a data form so that you can execute the calculations and verify the results while viewing the data in the form. This method is faster than running a consolidation to view the results.

See Creating On-Demand Rules, and Adding On-Demand Rules to Data Forms.

You can also create customized calculations using Configurable Calculation rules. See Creating Configurable Calculations.

You create both on-demand rules and Configurable Calculation rules in Calculation Manager using Essbase script statements.

  • On-demand rules are executed on an as-needed basis outside of the consolidation process.

  • Configurable Calculation rules are always executed as part of the consolidation process.

The following table is a summary of the features of On-Demand Rules and Configurable Calculations.

Feature Summary On-Demand Rules Configurable Calculations
Rule content created by Administrator

Yes

Yes

No restriction of number of rules created

Yes

 
Always executed as part of Consolidation Process  

Yes

Execute stand-alone on demand

Yes

 
Execute regardless of existing Calculation Status

Yes

 
Launch from Data Form/ Smart View /Rules card

Yes

 
Calculation Manager support

Yes

Yes

Support most Essbase functions

Yes

Yes

Ability to write to Parent Currency  

Yes

Ability to write to Elimination Consolidation member  

Yes

Ability to write to Intercompany Eliminations Data Source member  

Yes

User handling of housekeeping logic (SET, Block, Calc Dim)

Yes

 
Calculation Status Update

Yes

Yes

Validate and Deploy Rule

Yes

Yes

Import and Export Rule

Yes

Yes

Follow same best practices for rule writing

Yes

Yes