KSCOPE14-Face Off Hyperion Calc Manager vs Essbase Calc Scripts

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    Face Off: Hyperion CalcManager vs. Essbase Calc

    ScriptsTracy McMullen & Glenn Schwartzberg

    [email protected]

    mailto:[email protected]:[email protected]
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    Disclaimer

    These slides represent the work and opinionsof the presenter and do not constitute officialpositions of Oracle or any other organization.This material has not been peer reviewed andis presented here with the permission of thepresenter.This material should not be reproduced without

    the written permission of interRel Consulting.

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    Focused more on Essbase / PlanningLittle info on Calc Manager for HFM

    About this session

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    In this corner tried and true, your old friend

    EAS Calc Scripts

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    In this corner the new and improved

    Calculation Manager

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    The Calc Script Editor is used to build CalcScripts by: Typing into the Calc Script Editor text area

    Using the Calc Script editor user interface feature Using any text editor and pasting the text into the

    Calc Script Editor

    Calc Script Editor

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    Calculation Manager

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    Design a rule in a graphical environment

    Support calculation ranges, conditions, scripts, loops Display the calculation flow in a graphical way Provide predefined templates for standard Planning calculations Allow custom templates definition Design and use variables and Run time prompts

    Copy or Share rules across applicationsShare component across rulesOrganize the calculation library by objects or in a tree structureDeploy rule for launch in the EPM applicationsCan go back and forth between graphical and script languageControl rule launch access rights

    Optimization of BRs / Debugging of BRs

    Calc Manager Overview

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    Round 1

    Supported for Products

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    Calc Scripts Calc Manager

    Essbase BSO Yes Yes

    Essbase ASO Yes sort of ( MaxLeditor)

    Yes

    Planning Yes

    HFM Yes

    HPCM Yes

    Supported Products

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    Supported 11.1 Planning EPMA 11.1 Financial Management 11.1.1.3 Planning Classic

    11.1.1.3 Essbase BSO 11.1.2 Essbase ASO

    Calc Manager Availability

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    Love the scripting features Auto Complete / Insert Arguments

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    Love the scripting features Navigating the Outline

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    All available functions / member select

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    Rainbow of colorsEAS Calc Manager

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    11.1.2.3.500 Tabular View within Calc Manager

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    Creating a Script in Calc Manager

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    Insert Functions / Navigate the Outline in 11.1.2.3.500

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    Captions create a readable flow

    Vs. a Script

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    Print in Calc Manager

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    Calc Scripts Calc ManCreate Calc Scripts EAS EPM Works

    Manager

    GUI / Scripting Script only GUI or script

    How experienced areyou with calc scripts?

    More Less

    Where can youexecute the calc?

    EAS EAS, WorksDeployed tofirst

    User Interface Face Off

    Determining Question Will you use Graphical or write s

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    Out of the box set of predefined standard

    calculations related to Planning Clear Data Copy Data Set Commands Amount=Rate * Unit Aggregate Allocations

    Allocations templates support : Single dimension allocation (simple) Custom driver Multi level (allocate a level down to another level).

    Custom templates are also supported

    Other new templates!

    Templates in Calc Manager

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    Allocate SimpleExclude

    New Templates Available for Planning/Essbase

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    Reusable formula components are defined once and then used

    across multiple scriptsMake the change once and it flows through automaticallySaves time on development and maintenance

    Reusable Formula Components in Calc Manager

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    Names of the business rules, templates, and business rulesets that are using the business rule business rulesetCalculation type, plan type, or database of the business rules, templates, and businesthat are using the business rule or business ruleset

    App name of the business rules, templates, and business rulesets that are using the business ror business rulesetDeployment status of the business rules, templates, and business rulesets that are using thbusiness rule or business rulesetValidation status of the business rules, templates, and business rulesets that are using thebusiness rule or business rulesetDescription of the business rules, templates, and business rulesets that are using the busines

    or business ruleset

    Show Usages

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    For the experienced administrator, Copy to necalc script for a previous calc script/syntax is thbest templateI also have auto correct / insert arguments

    Templates in EAS?

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    Round 4

    Rule Sets

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    Grouping / sequence of business rules

    One set of logic to maintain; group in

    many ways

    Rule Sets in Calc Manager

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    HFMPlanning

    No Essbase BSONo Essbase ASO

    Rule Sets are Supported for:

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    Why would you though? While you can accomplish the requirement in either solution but

    simpler in Calc Manager if you are talking about Planning Rule sets allow Planning users to run multiple rules in one step from

    the Planning UI Security / run time prompts

    But theoretically that would work for Planning too Componentize calc scripts and use MaxL to run groupings of calc logic But you cant run MaxL from a Planning data form or task list But you can run a BR from data form that can run MaxL

    Would that work for Hyperion Planning?

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    Round 5

    Variables and Run Time Prompts

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    CreatedynamicbusinessrulesInputs fromusersReduce thenumber ofobjects

    Variable Designer

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    Many types of variablesSub Var Essbase Member Range a range of members from one or more dimensions Numeric a numberString a text stringString as number a text string Planning users only Date as number a date Planning users only Essbase an Essbase substitution

    variable Planning and Essbase app only Cross Dimension a selection of

    dimensions Planning and Essbase app only

    Dimension a dimension Planning and Essbase app only Member a member Planning and Essbase app only

    Members two or more members Planning and Essbase app only

    Percent a percentage Planning and Essbase app only

    Integer an integer Planning and Essbase app only Member Range a range of members

    from one or more dimensions Planning and Essbase app only

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    Defined globally (for Planning), app level, database level or for rule

    Two types: Execution and ReplacementSupports both run time prompts and substitution variables

    RTPs are variables that prompt users to enter information when they launch abusiness rule

    For Essbase, RTP is supported as replacement variable for type of Member

    Variables allow business rules to be dynamicBest Practice no hard coding in Business Rules (specific year or month)Syntax to identify each variable is as follows:

    {} run time prompt [] substitution variable

    Variables

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    Run Time Prompt

    Definitely Use Focused Aggrega

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    Enter Missing values for RTP during Validation, Debugging & Analysis(Planning, Essbase)

    Create Variables using Dim Names

    Search in Variable Designer

    Copy Variables Across Different Scopes

    Select variable within member block component (Ess, Planning)

    New Features in 11.1.2.3 Related to Variables

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    Long time support for sub varsVariables supported within calc scriptsCalc scripts now have runtime prompts

    variable support More limited than what Calc Manager can do Pass value from a script

    EAS?

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    Round 6

    Comparing 2 Calcs Side by Side

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    Compare Two BRs in Calc Manager

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    Compare to Calc Scripts in EAS

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    Points out the linenumber (which may ormay not be right)Can provide lots of info(which may or may notbe helpful)

    What if there is an error?

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    The key new functionality in this release is the Interactive

    debugging mode. Interactive debugging provides followingfeatures to the end user: Ability to insert the break points Ability to Remove/Disable the break points Ability to add a condition to the break point

    Ability to view the members of the intersection Display before value and after value of the execution of all the intersection(

    for member(s) in a statement. Display all execution variable values (present in the statement) before and a

    statement execution.

    Calculation Manager 11.1.2.2 Debugging

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    Right click to insertbreak pointsView values beforeand afterStep throughdebugging script

    Debugging in Calc Manager

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    Comment out sections of code and stepthrough the calculationRetrieve data in Smart View or EAS preview check before and after values

    Debugging in EAS

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    Round 9

    Searching and Filtering

    S hi i C l M

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    Searching for and Replacing Strings GloballyThroughout Calculation ManagerFilter objects by text string

    Searching in Calc Manager

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    Round 8

    Managing Calc Scripts and Business Rules

    M l i l W S / Di l R l

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    Multiple Ways to Sort / Display Rules

    M R l

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    Open

    DeleteExportValidate

    DeployCopy ToCreate Short Cut

    Sh U

    Manage Rules

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    YOU MUST DEPLOY!

    Calculation Manager supports longer than 8 character names!

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    Wait - Not for Essbase (unless unicode)

    Calculation Manager supports longer than 8 character names!

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    Round 6

    Tuning Calc Scripts

    Analyze BR Script for Optimization (Planning/BSO)

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    New feature in Calc Manager to help optimize BR

    logicOnly graphical business rules

    Analyze BR Script for Optimization (Planning/BSO)

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    Who Won?

    Did we have a knockout?

    Calculation Manager Benefits

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    Share the rule design with functional/business users

    Great for new Essbase adminsFeature rich solution (Run time prompts, templates,search, compare)Keep designing optimized business rules in a graphicalenvironment

    We didnt even get to Calc Manager for ASO bthere in creating ASO calc scripts

    Calculation Manager Benefits

    Many compelling new features

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    Many compelling new features

    EPMAdeployedPlanning andFinancialManagementapplications

    11.1.1.1 11.1.1.3 11.1.2

    ClassicPlanning andFinancialManagementapplicationsEssbase BlockStorageWizard basedtemplatesZoom mode for

    Essbase ASOPublic SectorsupportFusion Integration

    Nested templatesEnhancements toFMLCM support

    11.1

    AnalyzeComparRTP supEssbase

    Overall manageadminis

    Calc Script Editor Advantages

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    Faster than putting together in Calc Manager(for experienced Essbase admins)Can be more innovative in creating unique (od)scripts (maybe)

    Tried and true simple solutionNo need to deploy

    l d f l l

    Calc Script Editor Advantages

    Will it be one or the other?

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    Will it be one or the other?

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    Import Essbase Calc Scripts into Calc Manager

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    Import Essbase Calc Scripts into Calc Manager

    It Validates in EAS but not in Calc Manager

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    That will never happenOk it could happen

    It is possible the rule will still run OK eventhough Calc Manager does not validate

    It Validates in EAS but not in Calc Manager

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    Questions / AnswersThank you!www.interrel.com

    Day Time Room Title

    Monday 9:45 AM 619/620 Competing Essbase Optimization Tips from Glenn and Edwar2 Men Enter, 1 Man Leaves

    Monday 1:15 PM 614 Business Analytics and Spatial Analytics: Leveraging Oracle Spatial i

    Monday 2:30 PM 618 Why Hyperion Strategic Finance is the Best Long Range Planning S

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    Monday 2:30 PM 618 Why Hyperion Strategic Finance is the Best Long-Range Planning S

    Tuesday 9:45 AM 609 Oracle Hyperion Planning MythBusters: Facts vs Myths!

    Tuesday 2:00 PM 615/616 Taking Oracle Business Intelligence Mobile

    Tuesday 3:30 PM 609 Oracle Essbase Studio: Why in the Name of Glenn

    Are You Not Using This Awesome Tool

    Wednesday 8:30 AM 606 Exalytics at WellPoint: The Fastest Performance Imaginable

    Wednesday 8:30 AM 619/620 Oracle Smart View Advanced Topics

    Wednesday 9:45 AM 619/620 OBIEE for Essbase & Hyperion Users: There's Nothing to Be Afr

    Wednesday 9:45 AM 617 Verizon Wireless Quest to Control Their Hierarchies: A DRM Jou

    Wednesday 11:15 AM 606 Got Text? Yes, You Can Store Text in Essbase

    Wednesday 11:15 AM 615/616 OBIEE and Essbase - The Circle of Life

    Wednesday 2:00 PM 619/20 Hyperion Financial Reporting:

    Tips, Tricks & Best Practices at Summit Materials

    Wednesday 3:15 PM 608 Cutting Edge Essbase: What's New and How It Just May Save You

    Wednesday 3:15 PM 619/620 Breaking Away from the Excel Add-In at CareFirst: Welcome to Sma

    Wednesday 4:30 PM 615/616 Face Off: Hyperion Calc Manager vs. Essbase Calc Scripts

    Thursday 9:00 AM 612 THURSDAY DEEP DIVE: Reporting Track

    Thursday 9:00 AM 602 THURSDAY DEEP DIVE: Essbase Track