Business rules and calculation manager

Hi ,
Could anyone pls tell me the difference between the calculation manager and business rules?

Calculation manager is a web component that is designed to manage business rules from a web interface. It is enabled to build calculations also using a graphic interface, although this mode is more suitable for simple calculations than for complex ones. Calculation manager allows you also to use complex templates that you can customize with prompts in order to adapt them to each rule without being force to change the code. Basically it is an evolution of the essbase business rules macro function. Once a business rule is created it has to be deployed in order to be used with planning applications. The deploy activity copies the rule on the database, both in the calculation manager tables in and the planning tables.
Business rules are instead essbase artifacts. They aren't available any more from version 11.1.2.2 on.
In versions older than the 11.1.2.2 you were forced to use calculation manager for epma applications, while essbase business rules were used in classic applications. In terms of calculations there is no difference between the two technologies, they behave exactly in the same way. There is only a small difference in the prompts syntax, {} in calculation manager and [] in essbase business rules.
Although i find the calculation manager web editor quite slow and imprecise to use, I anyway advice to use it in order to make eventual release upgrades easier.

Similar Messages

  • How to add access to business rule in calculation manager?

    Hi all,
    I would like to add access to each business rule in calculation manager. Is it the same method used like in 9.3.1? I can't find any document talking about that.
    Thanks
    Gary

    Hi,
    I thought it goes on the rule security, so say you had two rules in a ruleset, if you give access to both the rules to a user then the user will also see the ruleset.
    If you gave access to one of the rules then the user would not see the ruleset.
    Ok?
    Cheers
    John
    http://john-goodwin.blogspot.com/

  • Migrate Business Rules to Calculation Manager

    Hi Friends,
    we have Hyperion Planning v11.1.1.3 Application (Classic Application). I want to migrate from Business Rules to Calculation Manager.
    Please let me know the procesure.
    Thanks & Regards
    Sai.

    In EAS go to export, select the rules, make sure "for calc mgr" is ticked.
    Import the rules into calc manager.
    Cheers
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  • Error Validating Business Rule in Calculation Manager (@_AT) ?

    I have migrated an 11.1.1.3 business rule and two macros (templates) into Calculation Manager 11.1.2.2. When I validate the script I get the following error. Has anybody seen this before or have any guidance? The script syntax checks ok.
    "An error occurred in: Rule:FCO_3YrBud_DGAlloc Error:Error parsing formula for [FIX STATEMENT] (line 24): Expected [(] found [@_AT] after function name Rule FCO_3YrBud_DGAlloc "
    Line 24 is the first FIX statement in the script show below:
    SET UPDATECALC OFF; SET AGGMISSG OFF;
    %Template(name:="FCOm_TargetSection",application:="FCO",plantype:="FCO",dtps:=("parm1":=([["Three Year Budget"]]),"parm2":=([["DGAllocation"]]),"parm3":=([[{FCOrtpYears}]]),"parm4":=([[Mar]])))
    %Template(name:="FCOm_TargetAgg",application:="FCO",plantype:="FCO",dtps:=("parm1":=([["Three Year Budget"]]),"parm2":=([["DGAllocation"]]),"parm3":=([[{FCOrtpYears}]]),"parm4":=([[Mar]])))
    First template:
    SET UPDATECALC OFF; SET AGGMISSG OFF;
    FCOm_TargetSection
    parm1 = scenario
    parm2 = version
    parm3 = years
    parm4 = periods
    The purpose of this macro is to translate Target input to GBP and copy to Curr NA and aggreggated. Step1: Copy inputs to Total Section to I/P Total Section and No Project Step1: Copy inputs to Converted Currency - no need to translate as all inputs are in GBP Step2: Copy Input GBP values to Curr NA
    FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),@IDESCENDANTS("BH - T"), "Curr NA", "Baseline","Entered Currency","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
    DATACOPY "Total Section" TO "Input_Total Section";
    DATACOPY "Total Section" TO "No Project";
    ENDFIX
    FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),@IDESCENDANTS("BH - T"), "Curr NA","Total Section", "Input_Total Section", "No Project","Baseline","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
    DATACOPY "Entered Currency" TO "Converted Currency (GBP)";
    ENDFIX
    FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),@IDESCENDANTS("BH - T"), "Total Section","Input_Total Section","No Project", "Baseline", "Entered Currency","Converted Currency (GBP)","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
    DATACOPY "Curr NA" TO "Input GBP";
    ENDFIX
    Second template:
    FCOm_TargetAgg
    parm1 = scenario
    parm2 = version
    parm3 = years
    parm4 = periods
    The purpose of this macro is to  aggreggate Target data Step2: Aggregate data
    FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),"Baseline","Entered Currency","Converted Currency (GBP)")
    CALC DIM("Account","BudgetHolder","Input Currency","SectionProjects");
    ENDFIX

    Actually
    I have just been re thinking about your post. My comments above may not be correct for your situation. The Syntax above is correct if you are talking about the code "within" the template itself (So if you open the template and look at the code). But if the code you posted in your messages was from the script window of the rule (When in script mode) then your problem is something different potentially.
    So the first thing is to make sure that in the template itself (template open) the DTPs are defined in the global range or member range as [Parm1],[Parm2] etc (Or fix, depending on how the template is shown) as I said in my first response above, the template only defines the DTP, not the members and should be enclosed in square brackets, like [Parm1}. That will make sure the DTP as defined in your template correctly. Then we need to look at how you are defining those DTPs in the rule itself. Normally this is a lot easier if your rule is in graphical view, as you just click on the template and your can enter the values. As you have your rule in Script mode you need to be very careful in how you define the DTP values. Each DTP 'type' has different syntax in script mode.
    On looking at your script again I can see another problem potentially. When defining the values in the DTP's, the value needs enclosing with double square brackets, like so  [["Three Year Budget"]]. In your script you also have parenthesis. Which isn't always correct. There are times having parenthesis and double brackets is correct, but that is only when your DTP is type "Members", and by default I think old business rule macros will be translated into templates with the DTP types of "Script"
    So if you also amend your business section where the templates are defined to as below; (as you can see, no parenthesis around the DTP values).
    SET UPDATECALC OFF; SET AGGMISSG OFF;
    %Template(name:="FCOm_TargetSection",application:="FCO",plantype:="FCO",dtps:=("parm1":=[["Three Year Budget"]],"parm2":=[["DGAllocation"]],"parm3":=[[{FCOrtpYears}]],"parm4":=[[Mar]]))
    %Template(name:="FCOm_TargetAgg",application:="FCO",plantype:="FCO",dtps:=("parm1":=[["Three Year Budget"]],"parm2":=[["DGAllocation"]],"parm3":=[[{FCOrtpYears}]],"parm4":=[[Mar]]))
    The end game should be that when you open your rule and view in script mode and then select script tab down the bottom your templates should look as below, as you will see, all that should be shown in the script are the values substituted from the template definition, key point is that there are no brackets or Parenthesis. The script should show "pure" script. ( I have highlighted and underlined how those 4 DTPs should translate in the script view)
    First template:
    SET UPDATECALC OFF; SET AGGMISSG OFF;
    FCOm_TargetSection
    parm1 = scenario
    parm2 = version
    parm3 = years
    parm4 = periods
    The purpose of this macro is to translate Target input to GBP and copy to Curr NA and aggregated. Step1: Copy inputs to Total Section to I/P Total Section and No Project Step1: Copy inputs to Converted Currency - no need to translate as all inputs are in GBP Step2: Copy Input GBP values to Curr NA
    FIX("Three Year Budget","DGAlocation",FY15,Mar,@IDESCENDANTS("BH - T"), "Curr NA", "Baseline","Entered Currency","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
    DATACOPY "Total Section" TO "Input_Total Section";
    DATACOPY "Total Section" TO "No Project";
    ENDFIX
    FIX("Three Year Budget","DGAlocation",FY15,Mar,@IDESCENDANTS("BH - T"), "Curr NA","Total Section", "Input_Total Section", "No Project","Baseline","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
    DATACOPY "Entered Currency" TO "Converted Currency (GBP)";
    ENDFIX
    FIX("Three Year Budget","DGAlocation",FY15,Mar,@IDESCENDANTS("BH - T"), "Total Section","Input_Total Section","No Project", "Baseline", "Entered Currency","Converted Currency (GBP)","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
    DATACOPY "Curr NA" TO "Input GBP";
    ENDFIX
    Thanks
    Anthony

  • Business rules in calculation manager

    Hi experts,
    I'm currently working with Hyperion Fusion Edition 11.1.1.2.
    In calculationmanager I created 10 business rules for an application.
    I then deleted all of them in one step (marked all then right click "delete").
    The intenet explorer browser freezed showing "DELETE".
    I then closed the browser and logged back in, imported the new 10 business rules to the application and deployed them.
    It is very wierd that I still have the old 10 business rules which I deleted plus the 10 new business rules.
    The old business rules are not to be found either in system-,deployment-, or list-view.
    Is there workaround to delete the 10 old business rules which I cannot see in calculation manager and still exist in planning?
    Many thanks
    Ed

    There are 2 ways to deploy rules to planning from calc manager.
    Option 1. When you select a bunch of rules and deploy, the old ones are not deleted from planning.
    Option 2. Go to the deployment view, select the rules you want to deploy. Go back to the system view and do a deploy at the application node.
    When you deploy at the application level, planning will erase all the existing ones and replaces it with the new ones.
    -SM

  • Business Rules and Calc Manager

    Can anyone help with these questions:
    1) Are you supposed to be able to run business rules from/via Smart View?
    2) Since HBR is being decomm'd in 1.2.2 and Calc Manager fully replaces it, are you supposed to be able to run Calc Mgr calcs from/via Smart View
    3) Can you create Run Time Prompts in Calc Manager for an Essbase (not Planning) connection only? Since you can in HBR surely you can in Calc Mgr? It was greyed out in my test.
    Thanks
    Steve

    Hi Steve,
    To date Smart View only runs rules against Essbase when using Hyperion Planning. Using rules in conjunction with forms is one of the value propositions of Hyperion Planning.
    The guide is pretty clear the RTP's are for Planning only.
    Suggest you take a read through the Calculation Manager admin guide available at: http://docs.oracle.com/cd/E17236_01/epm.1112/cmgr_admin.pdf
    And the full EPM product docs are always nice to have on hand from http://www.oracle.com/technetwork/middleware/performance-management/documentation/index.html or from the quick link area on my blog.
    Regards,
    John A. Booth
    http://www.metavero.com

  • Books about Business Rules and Decision Management?

    Hi,
    I read the book Decision Management Systems by James Taylor that was very inspirational for me. Can anyone recommend other books about that topic?
    Best Regards,
    Tobias

    From Oracle documentation:
    [http://docs.oracle.com/cd/E11882_01/server.112/e26088/statements_8004.htm]
    WITH CHECK OPTION Specify WITH CHECK OPTION to indicate that Oracle Database prohibits any changes to the table or view that would produce rows that are not included in the subquery. When used in the subquery of a DML statement, you can specify this clause in a subquery in the FROM clause but not in subquery in the WHERE clause.
    [...]

  • Upgrade Business rules with Calc Manager

    Hello Gurus,
    Recently performed an upgrade from 11.1.1.3 to 11.1.2.2 by replicating the Database to a new database machine.
    I had Business rules in 11.1.1.3 and did not perform any steps to migrate the rules to Calculation manager in 11.1.2.2
    The doubt I have is,
    1. Are the business rules automatically upgraded when performing upgrade by EPM system configurator (since the database is replicated)
    2. If so, how do I see the business rules in 11.1.2.2 environment? How can I use migrate feature option.
    Thanks
    HyperionEPM.

    From 11.1.2.2 documentation:
    Upgrade Wizard
    If your application used Oracle Hyperion Business Rules, the Upgrade Wizard automatically converts Business Rules business rules to Oracle Hyperion Calculation Manager business rules. Release 11.1.2.2 supports onlyBusiness Rules business rules as the calculation module.
    Notes:
    •Classic application administration is now called Oracle Hyperion Planning application administration (versus Oracle Hyperion EPM Architect application administration).
    •The Upgrade Wizard automatically upgrades applications having Oracle Hyperion Business Rules business rules, converting them to Calculation Manager business rules. However, the Upgrade Wizard does not automatically convert Release 11.1.2.1 applications having Oracle Hyperion Calculation Manager business rules. For those upgrade instructions, see the Oracle Enterprise Performance Management System Installation and Configuration Guide.
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    To prepare to migrate Business Rules, perform the following tasks in your current Business Rules environment before installing Release 11.1.2.2:
    1.in Business Rules, within the Rule Editor, remove the associated outline (that is, the design time location) from each business rule. After you do this, the Associated Outline drop-down list should display the text, Select Outline.
    2.On the Locations tab of the Rule Editor, ensure that each business rule has a valid launch location, which must be an absolute location. Although “All Locations” is valid in Business Rules, when you migrate business rules, you must provide the details of a specific launch location (that is, the application type---Planning or Essbase, the server name, the application name, and the database or plan type). If you want a business rule to be valid for multiple launch locations, you must provide the details for each location. The locations must be in different applications; you cannot migrate the same business rule to different plan types in the same application within Calculation Manager.
    If the rule is a part of a sequence, then the launch location of the rule within the sequence must be one of the launch locations listed in the Locations tab of the rule.
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    6.If you are an Essbase-only Business Rules user, you must export business rules. To export the Essbase rule from Business Rules:
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    Make a note of the location. You import the file later in the process.
    Migrating Business Rules to Calculation Manager for use with Planning
    If you applied the maintenance release to move from Planning Release 11.1.2.0 or 11.1.2.1 to Release 11.1.2.2, and you were using Business Rules rules, you must migrate the rules to Calculation Manager rules.
    Before you migrate, ensure that user directories and native users with the same SID are available when you upgrade Shared Services.
    Ensure that the Planning applications are upgraded to the current release and are available in Calculation Manager under SYSTEM View.
    To migrate Business Rules rules to Calculation Manager rules:
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    The data that was exported during database configuration with EPM System Configurator is imported to Calculation Manager.
    2.Repeat for each Planning application.
    3.Deploy the rules from Calculation Manager to Planning. See the Oracle Hyperion Calculation Manager Designer's Guide.
    After migrating business rules and rules security, if any of the rules had multiple launch locations and you migrated to more than one location, Calculation Manager creates a rule for the first migration, and shortcuts for all subsequent migrations. If the rule had rule-level variables, for the shortcuts that are created in the application in the new environment , its variables are moved to the Plan level. In this scenario, test rules in your environment to ensure that they work as expected.
    If you still have problems, raise an SR and we can get on a call to figure out why the rules are not coming over.
    -Sree

  • JHeadstart, Oracle Business Rules and BPEL Process Manager

    Dear JHeadstart Team,
    I have some questions regarding integration of JHeadstart and Oracle Business Rules and Oracle BPEL Process Manager. As a matter of fact I don't have any work expriences with these tools so my questions may not be good and precise.
    1- Using a business rule engine can dramatically increase speed of development and ease of maintenance.I had a very good exprience in using JHeadstart and Headstart in the past but I wanted to know if it is possible to use Oracle Business Rules in conjunction with the JHeadstart ? If so, What steps should be taken? Is there any known issue about this integration? Does Oracle Business Rules have any interference with JHeadstart or it is only used in model layer during insert,update,delete?
    2- Is it possible to develope a system based on oracle work flow engine (Oracle BPEL Process Manager) using JHeadstart ? If so, What steps should be taken and how the changes in the flow of work would by applyed in a system developed by JHeadstart. Is there any known issue about this integration?
    Any help,link to documents or general guidelines would be highly appreciated.
    Thanks in advance,
    Navid

    Couple of things I would like to add, are the following.
    In the context of an ADF application usage of Oracle Business Rules most likely is in the business logic layer, but mind that it does not need to be restricted to that.
    Oracle Business Rules takes so called 'facts' as input, evaluates some rules based on that and change those facts or return some result. That might be checking a business rule as defined in the JHeadstart Developers Guide. But it might also return some value that is used in a navigation rule.
    Think about a page flow where after page A normally page C is presentend, but in case of some situation (like a customer ordered something and you want to present some special offering based on that) you want page B presented in between (i.e. A -> B -> C). Oracle Rules could be used to determine this page flow. This would be an example of using it in the controller layer (probably in combination with using facts that come from the model layer).
    Another remark that I would like to make, is that in my opinion it does not make much sense to use Oracle Rules for business rules that logically more or less are part of your data model (like end date must be on or after begin date). You typically use Oracle Rules to implement business rules that are of a volatile nature, meaning that day-to-day business may require a change of the rules. One example is the navigation case that I mentioned before. Another (typical) example would be a rule that defines when a customer is a Gold customer.
    Jan Kettenis

  • Business Rules and BPM

    Anybody here knows the difference between Business Rules and BPM..
    We can do pretty much everything with a Business Rules Engine as we would do with BPM , then in which scenario should we use BPM and in which scenario should we use Business Rules Engine?
    Ofcourse Business Rules Engine has more complex set of rules than any BPM product in the market for .eg. ILOG Business Rules...

    BPM and a rules engine are different. Both are important, but they have different uses.
    Oracle BPM Studio is used by Business Analysts and Developers to model processes, integrate underlying components (including business rules) and develop user interfaces.
    There's an Engine that executes the processes that have been modeled. It sends the work item instances to the right person or persons with the right data when the work item reaches an interactive activity in the process. Similarly the Engine has invokes the underlying components specified in the process when the work item instance reaches an automatic activity.
    There's an out of the box Workspace runtime that lets end users manage and run their work item instances as they flow throughout the processes.
    We can business rules inside the processes, but one does not replace the other.
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  • Business rules and active databses

    All,
    Are there any good links where I can read about the limitations of active database features (such as constraints and triggers) and other options and alternatives to implementing business rules?
    Regards

    BPM and a rules engine are different. Both are important, but they have different uses.
    Oracle BPM Studio is used by Business Analysts and Developers to model processes, integrate underlying components (including business rules) and develop user interfaces.
    There's an Engine that executes the processes that have been modeled. It sends the work item instances to the right person or persons with the right data when the work item reaches an interactive activity in the process. Similarly the Engine has invokes the underlying components specified in the process when the work item instance reaches an automatic activity.
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  • Enable/select/change to Business rules from Calc Manager in App settings

    Hi all,
    Somehow we are Unable to Expand the Planning Node in Essbase Administration Services (EAS) Console When Creating Business Rules. I am not sure is it
    I am not sure, is it because of one of the application has calc settings as calc manager in under application settings in dev environment, but in other environment all applications set it as Business Rules.
    I was trying to change from Calc Manager to Business rules in App settings, but it is grayed out and not able to change to Business rule from calc manager.
    Please suggest me.
    Thanks,

    If it say been set incorrectly then you may need to update one of the relational tables for the application.
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    Values - 1=HBR, 2=CalcMgr
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    Cheers
    John
    http://john-goodwin.blogspot.com/

  • Problem with balance carry forward business rule and automatic adjustments

    Hi All,
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    Someone can help me with this Issue?
    And sorry for my english

    Hi,
    Can you try as follows :
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    CURRENCY = %RPTCURRENCY_SET%
    TID_RA = %TIME_SET%
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    regards,
    Raju

  • Document on XML date rules and date management

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    Hello
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  • 9.3.3 Upgrade, null pointer exception when accessing business rules and mac

    Hello,
    We upgraded from 9.3.1 to 9.3.3. In the Essbase Administration Services Console, when I attempt to access business rules or macros from a client PC, we get a null pointer exception. The message does not tell us much, but I cannot find more.
    I can access business rules and macros using EAS Console from the server. Do I have a bad installation, or have I missed a step?
    Thank you,

    Hi,
    You might have to re-organize your application module hierarchy to place your common code.
    If your intension is to auto populate the primary key for your Entity Objects., I would suggest below common practice.
    1). Create a Base Entity Impl class for your project that extends oracle.jbo.server.EntityImpl
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    3). Make sure that all your Entity Objects extend your base entity impl class
    4). Use EL expression to call this method for auto-generating primary key attribute of your Entity Object.
    e.g., adf.object.getDbSequence("sequenceName")
    Regards,
    Eshwar

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