ORACLE HYPERION CALC MANAGER – Part 1

With the continued investment in the Hyperion tool set by Oracle, there was a desire to centralize the development of calculations for HFM, Essbase, and Planning.  As a result of this, Oracle Hyperion Calculation Manager was born.  Calc Manager is a powerful tool for developing and administering rules for Planning and Essbase.   An intuitive graphical interface is available to help in the development process, helping to expedite movement through the learning curve for people just beginning to dip their toes into the world of Oracle Hyperion Planning and Oracle Essbase.

Over the course of several posts this summer, I’ll explore Calc Manager functionality from the Essbase and Planning points of view.  For EPMA-enabled Planning applications, use of Calc Manager is required.   With version 11.1.1.3, Calc Manager can be used with Classic Planning apps as well.  However, the focus of my blog posts will be EPMA-enabled apps, as Classic Planning rides off into the sunset.

Calc Manager, a component of EPM Architect, is integrated into EPM Workspace, the standard entry point for many Hyperion applications.  In order to access Calc Manager, log into Workspace, and select Nagivate->Administer->Calculation Manager (see screen shot below for navigation path).  However, before we get too far into actually navigating the tool, we’ll need to get comfortable with the terminology within Calc Manager.

There are three types of objects within Calc Manager:  components, rules, and rulesets.   Components are smaller pieces of a larger rule.  Things like SET commands, FIX statements, formulas, etc. are examples of components.  I’ll explore this in much greater detail in a future post, but think of a standard types of SET commands that you use in all of your scripts – this can be saved separately as a script component and pulled into a new rule very easily.  Included below is a shot of the Component Designer with a sample of some standard set commands.

Essentially, rules are the finished calc script, similar to Business Rules in the past.  Rules are used for modeling/allocations/aggregations and the like.  Rules can be built using system templates.  Oracle has provided standardized templates for tasks such as clearing, copying, allocating, aggregating, and exporting data.   Again, these templates will be explored in additional detail in a future post.

Rulesets are similar to Business Rule Sequences under Hyperion Business Rules.  Rulesets can be used to launch rules sequentially or simultaneously depending on your logic requirements.

Now that we’ve covered the basic terminology related to Calc Manager, in my next post, which should be online by July 4, we’ll walk you through creating a rule for an EPMA enabled Planning app.  In the meantime, if you have any questions, leave a comment!

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One thought on “ORACLE HYPERION CALC MANAGER – Part 1

  1. Pingback: ORACLE HYPERION CALC MANAGER – Part 4 – Creating RuleSets « Ranzal & Associates Weblog

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