Member formulas using HAL

Hi,
Can anybody help me out with a way......
How to Load UDA's and member formulas using HAL. We are using Planning 3.5 and HAl 7.3.
Thanks in advance

The first planning adapter that I have worked with which supported formula's and UDA's was the 9.2 version -- before 9.2, we were using Planning 4.01 and neither UDA's nor Formula's were supported for loading -- Planning itself didn't allow entry which is probably why the Planning adaptor didn't support this -- try the Essbase HAL adaptor if an upgrade of Planning isn't in your future.
Regards,
-John

Similar Messages

Associating member attributes using HAL in Essbase and Planning

Has anyone used HAL 7.0 to associate member attributes using either the Essbase Adapter or Planning Adapter? We are trying to upload the attributes to the members using a flat file but there isn't very good documentation in the HAL user guide regarding this. Any help would be appreciated.ThanksChris

Hi, These db's are recently migrated from back end. Are there any issues with the db's?

How to use user variable in Member Formula

Hi All
I have to write a member formula for %linearity quarter for a weekly application.This member will be used in reports and we do not want to do this calculation in reports, hence need to write member formula. The formula is
Week1 of Q1 forecast / Q1 Total Forecast , Week2 of Q1 Forecast/ Q1 Forecast.............,Week15 of Q2 forecast/ Q2Total Forecast.......and so on.
According to me it should work in the below mentioned manner , but need help in improvising the formula.
If(@ismbr("Weeks1") or @ismbr("Weeks2") or @ismbr("Weeks3") or @ismbr("Weeks4") or @ismbr("Weeks5") or @ismbr("Weeks6") or @ismbr("Weeks7") or @ismbr("Weeks8") or @ismbr("Weeks9") or @ismbr("Weeks10") or @ismbr("Weeks11") or @ismbr("Weeks12") or @ismbr("Weeks13") or @ismbr("Weeks14") )
"Current_Forecast"/"Q1"->"Current_Forecast";......
If anybody can help in suggesting how can i use user variable in this formula to achieve the required result.
Thanks

Hi
Thanks for the suggestion and it would be a better idea to use ISIDESC as compared to ISMBR.
I also wanted to ask if in the below mentioned formula if the result of first line is true than will the second line pick the current_forecast value of the respective member of Q1 and divide it by the current_forecast value of Q1.
IF(@ISIDESC("Q1"))
"Current_Forecast"/"Q1"->"Current_Forecast";
Also i need to know how can i write a member formula for week YOY% using user variables.The general formula is
Week 1 of FY13 - Week 1 of FY12/Weeks 1 of FY12
Week 2 of FY13 - Week 2 of FY12/Weeks 2 of FY13 and so on till week 53.
Thanks

How to use local variable in member formula?

Hi Expert,
We would like to use a {local variable} in a member formula, so that it can pick up the prompt from webform upon save. Would like to know if it is possible to do? If so, what is the correct syntax?
We attempted to use brace {scenario}, blacket [scenario], blacket with quote ["scenario"]. None of these work.
We are using 11.1.2.1 version, EPMA, Hyperion Planning.
Thanks in advance for your help!

One other pointer. Where did you define your variable? Hopefully you went into Calc Manager and selected <Tools>, <Variables>. From there, navigate to your application or database. Right-click on your application or database and select "New". In the bottom panel, you'll need to select your Variable Type. Make sure you select "Member", and not "Members". You cannot pass "Members" (plural) to a web input form. Also, if you want to define a variable for a custom dimension, you'll need to do it at the database level. Standard dimension member variables can be defined at the app level. (Not sure why this is the case, especially when my custom dimension exists in all plan types . . . . )
Anyway, hope this helps,
- Jake

Essbase ASO - How to aggregate all Parents in multiple dimensions when using member formulas

We are trying to add a few MDX member formulae on some of our Accounts in the ASO cube. We recently understood that member formulas in ASO calculate both LEVEL0 and Parent members of other dimensions, So we are trying to tell Essbase to calculate LEVEL0's only and to aggregate all other levels in all dimensions. However we are unable to get the syntax right. Below is what we so far have
AccA has below formula:
CASE WHEN ISLEVEL([Period].Currentmember,0)
THEN
AccX+AccY
WHEN ISLEVEL([Period].Currentmember,1) OR ...etc
THEN SUM({LEAVES([Period].Currentmember)},[AccA])
END
This does work fine and gives correct values for Parent members in Period dimension. But we also have 3 other dimensions like Product, Area and Entity. We tried the below but this throws an error during retrival.
CASE WHEN ISLEVEL([Period].Currentmember,0)
THEN AccX+AccY
WHEN ISLEVEL([Period].Currentmember,1) OR ...etc
THEN SUM({LEAVES([Period].Currentmember),LEAVES([Product].Currentmember)},[AccA])
END
Should we add multiple SUM commands in there? All we want to do is tell Essbase to aggregate all other dimensions to parent levels. Please help.

Sorry to reiterate the post again.
DanPressman Was wondering what would be other way to write calculations other than Accounts.
I have a case where the user wants to calculate Ending Equity and this should be calculated at level0 using the rates and all parents of entity has to aggregate.
1. Level0 of entities calculate with rates
2. aggregate its children to parent entity
I have used solve order to get it work but taking a lot of time.
Is there any other alternative way of doing it? Which other dimension i can choose to perform this calculation? This is exactly similar to productsum calculation

How to use Dynamic Time Series YTD on a calc script / member formula?

Hi,
I activated Dynamic Time Series on Essbase and would like to use the YTD function of a measure for a certain month.
I tried to use
MeasureName->YTD(Dec)
MeasureName->Y-T-D(Dec)
But couldn't use it to syntax problems. How can I call this function instead of using @Accum or @SumRange?
Thank you
Edited by: Icebergue on 10/Ago/2011 11:07

I could be wrong, but I don't think you can use DTS members in calc scripts or member formulas. As you probably know, they can be used in Financial Reports, SmartView and Excel Add-in.
You can create an alternate hierarchy in your Time dimension though:
Jan (YTD): Jan ->Jan is being a shared member
Feb (YTD): Feb+Jan (YTD) ->Both Feb and Jan (YTD) are being a shared members
Dec (YTD): Dec+Nov (YTD) ->Both Dec and Nov (YTD) are being a shared members
Cheers,
Mehmet

How to load Essbase member formula into DRM using Automator

Hi,
I just wonder how to load Essbase member formula into a member property in DRM?
I encounter a problem when loading a member formula which as new line in the formula.
Here is the example of the record for Automator using | (pipe) delimiter where the formula has carriage return / new line:
ChangeProp|Master|Accounts|CYTDSignOnBonus|ESB_Formula|[OpenInputValueBlock]
[CYTD("Sign On Bonus")]
[CloseInputValueBlock]
In the above example. when the formula is loaded, it only load the 1st line and strip the remaining line.
Thanks.

Hello,
I have encountered this issue as well and here is how I receommend you deal with it. Unfortunately, DRM does not understand multiple lines in a formula and so it truncates the other lines.
1. The best way around it is to ensure that your formula does not have multiple lines. Strip all the enters and only use spaces. Essbase does not care about aesthetics as long as the formula is all in one line. This should take care of it.
2. Sometimes, the formulas for member properties are very long and they are in multiple lines. You can try using excel formulas to bring them all in one line. After removing enters and tabs myself multiple times, I informed my Essbase developers of this DRM issue and told them to provide me with the formulas without using Enters and tabs.
Hope this helps.
-- Adi

Migrating Planning 401 to 931 - member formulas

Hello,
When I migrate a planning application from 401 to 931, all member formulas that used to live in Essbase db's now need to live in the planning applications first. Is there a way to perform a migration of member formulas?
Thanks in advance,
Steve

user4958421 wrote:
hi,
You can use outline extractor to extract the metadata and member formula in a flat file and then use that flat file to upload metadata in planning using ODI or HAL.
Thanks!If you use ODI then the whole process could be automated using it, you could extract the parent/member plus its formula from the outline and then load them back into planning.
Cheers
John
http://john-goodwin.blogspot.com/

IF Statement in Member formula V11 -EPMA

Hi,
As any one used IF and ENDIF statement in the member formula on EPMA V11? I am using the same but it fails to deploy and I have no clue whatsoever.
Does it require an expression OpenInputvaluebox and closedInputvaluebox
Thanks in advance

Hi,
This is the member formula formula I am trying to load:
IF (@IsMbr("Local"))
IF (@IsMbr(Hsp_InputValue))
IF (@IsMbr("No Year"))
IF (@IsMbr("BegBalance"))
IF (@IsMbr("Forecast"))
"RTD" = "Apr"->"Periodic" ->&FcstYear1: "Mar" ->"Periodic"->&FcstYear1;
ELSEIF (@IsMbr("RF1"))
"RTD" = ("Jul"->"Periodic" ->&FcstYear1: "Mar" ->"Periodic"->&FcstYear1) + ("Apr"->"Periodic"->&FcstYear2 : "Jun"->"Periodic"->&FcstYear2);
ELSEIF (@IsMbr("RF2"))
"RTD" = ("Oct"->"Periodic" ->&FcstYear1: "Mar" ->"Periodic"->&FcstYear1) + ("Apr"->"Periodic"->&FcstYear2 : "Sep"->"Periodic"->&FcstYear2);
ELSEIF (@IsMbr("RF3"))
"RTD" = ("Jan"->"Periodic" ->&FcstYear1: "Mar" ->"Periodic"->&FcstYear1) + ("Apr"->"Periodic"->&FcstYear2 : "Dec"->"Periodic"->&FcstYear2);
ENDIF;
ENDIF;
ENDIF;
ENDIF;
ENDIF;
Is there a syntax error here?
Cheers

Help needed in BPC 10 Member Formula

Hello Experts,
We are in BPC 10 NW SP 11.
Facing below error in report for Ratios hierarchy after
member formula is built.
Formulas is related to ratio
IIF([ACCOUNT_GL].[RE_IREV]=0, NULL, [ACCOUNT_GL].[RE_IAADJ]/[ACCOUNT_GL].[RE_IREV]);SOLVE_ORDER=10
RE_IREV is Income node
RE_IAADJ is expense node.
I have tried formula by removing square brockets for ACCOUNT
DIM member. Still no success.
Surprisingly, same formula, same hierarchy works fine in
another Model.
I have also compared measures in both the models, both are
identical.
Error in the report as below.
Server message:
code: UJO_READ_EXCEPTION_018
severity: error
description: MDX statement error: Value RE_IREV
/CPMB/WADNXJI for characteristic /CPMB/WADNXJI unknown
log id: KoFXP08mHM3X08002fJHZW
DATAVALUE: Value RE_IREV /CPMB/WADNXJI for characteristic
/CPMB/WADNXJI unknown
MDX: WITH MEMBER
[Measures].[PERIODIC] AS 'IIF([/CPMB/WADNXJI
PARENTH2].[2/CPMB/ACCTYPE]="INC",-[Measures].[/CPMB/SDATA],IIF([/CPMB/WADNXJI                 PARENTH2].[2/CPMB/ACCTYPE]="EXP",[Measures].[/CPMB/SDATA],IIF([/CPMB/WADNXJI
PARENTH2].[2/CPMB/ACCTYPE]="AST",([Measures].[/CPMB/SDATA],
CLOSINGPERIOD([/CPMB/WADBQQD
PARENTH1].[LEVEL02])),IIF([/CPMB/WADNXJI                 PARENTH2].[2/CPMB/ACCTYPE]="LEQ",-([Measures].[/CPMB/SDATA],
CLOSINGPERIOD([/CPMB/WADBQQD
PARENTH1].[LEVEL02])),-[Measures].[/CPMB/SDATA]))))' SOLVE_ORDER=3 MEMBER [/CPMB/WADNXJI                 PARENTH2].[RE_ALAE_RATIO] AS
'IIF([/CPMB/WADNXJI
PARENTH2].[RE_IREV                         /CPMB/WADNXJI]=0,
NULL, [/CPMB/WADNXJI
PARENTH2].[RE_IAADJ
/CPMB/WADNXJI]/[/CPMB/WADNXJI                 PARENTH2].[RE_IREV                         /CPMB/WADNXJI])'
SOLVE_ORDER=10 SELECT NON EMPTY {[/CPMB/WADBQQD                 PARENTH1].[2013.Q1                         /CPMB/WADBQQD]
,[/CPMB/WADBQQD
PARENTH1].[2013.Q2                         /CPMB/WADBQQD]
,[/CPMB/WADBQQD                 PARENTH1].[2013.Q3                         /CPMB/WADBQQD]
,[/CPMB/WADBQQD
PARENTH1].[2013.Q4                         /CPMB/WADBQQD]
,[/CPMB/WADBQQD
PARENTH1].[2013.TOTAL                      /CPMB/WADBQQD] } * {[/CPMB/WADNXJI                 PARENTH2].[RE_ALAE_RATIO]
,[/CPMB/WADNXJI
PARENTH2].[RE_ALL_RATIOS                   /CPMB/WADNXJI] ,[/CPMB/WADNXJI                 PARENTH2].[RE_COMBINED_RATIO]
,[/CPMB/WADNXJI
PARENTH2].[RE_EXPCOMM_RATIO] ,[/CPMB/WADNXJI                 PARENTH2].[RE_LOSS_RATIO]
,[/CPMB/WADNXJI
PARENTH2].[RE_OTHERCOMM_RATIO] ,[/CPMB/WADNXJI                 PARENTH2].[RE_STAT_COMB_RATIO]
,[/CPMB/WADNXJI
PARENTH2].[RE_STAT_EXP_RATIO] ,[/CPMB/WADNXJI                 PARENTH2].[RE_TOT_EXP_RATIO]
,[/CPMB/WADNXJI
PARENTH2].[RE_TOT_LOSS_RATIO] ,[/CPMB/WADNXJI                 PARENTH2].[RE_ULAE_RATIO] } ON
0 from
[/CPMB/WAMSZKS/!!O/CPMB/WAMSZKS]
WHERE ( [Measures].[PERIODIC] ,[/CPMB/WAD3OFZ                 PARENTH1].[ACTUAL]
,[/CPMB/WAD0VHV
PARENTH1].[ALL_CHANNELS                    /CPMB/WAD0VHV] ,[/CPMB/WAD021F                 PARENTH1].[LEGAL                           /CPMB/WAD021F]
,[/CPMB/WADME7W                 PARENTH1].[ALL_DATASRC                     /CPMB/WADME7W]
,[/CPMB/WAD0DZ0
PARENTH1].[FGI
/CPMB/WAD0DZ0] )
V1:Value RE_IREV /CPMB/WADNXJI for characteristic /CP
V2:MB/WADNXJI unknown
V3:
V4:
Thanks,
Senoy

Hello Vadim,
Thanks for the reply.
I am able to process ACCOUNT_GL dimension.
Also, I am using standard TIME dimension.
I found that the virtual provider(created by using source of data for my model) too is showing the error, when I place above member formula.
I am attaching the error messae when I try to do list records in the virtual provider.
When I remove the member formula, everything is fine
Thanks

Which is faster - Member formula or Calculation script?

Hi,
I have a very basic question, though I am not sure if there is a definite right or wrong answer.
To keep the calculation scripts to a minimum, I have put all the calculations in member formula.
Which is faster - Member formula or calculation scripts? Because, if i am not mistaken, FIX cannot be used in member formulas, so I need to resort to the use of IF, which is not index driven!
Though in the calculation script,while aggregating members which have member formula, I have tried to FIX as many members as I can.
What is the best way to optimize member formulas?
I am using Hyperion Planning and Essbase 11.1.2.1.
Thanks.

Re the mostly "free" comment -- if the block is in memory (qualification #1), and the formula is within the block (qualification #2), the the expensive bit was reading the block off of the disk and expanding it into memory. Once that is done, I typically think of the dynamic calcs as free as the amount of data being moved about is very, very, very small. That goes out the window if the formula pulls lots of blocks to value and they get cycled in and out of the cache. Then they are not free and are potentially slower. And yes, I have personally shot myself in the foot with this -- I wrote a calc that did @PRIORS against a bunch of years. It was a dream when I pulled 10 cells. And then I found out that the client had reports that pulled 5,000. Performance when right down the drain at that point. That one was 100% my fault for not forcing the client to show me what they were reporting.
I think your reference to stored formulas being 10-15% faster than calc script formulas deals with if the Formulas are executed from within the default calc. When the default Calc is used, it precompiles the formulas and handles many two pass calculations in a single pass. Perhaps that is what you are thinking of.^^^I guess that must be it. I think I remember you talking about this technique at one of your Kscope sessions and realizing that I had never tried that approach. Isn't there something funky about not being able to turn off the default calc if a user has calc access? I sort of thing so. I typically assing a ; to the default calc so it can't do anything.
Regards,
Cameron Lackpour

Which is faster - Member formula or Calculation scripts?

Hi,
I have a very basic question, though I am not sure if there is a definite right or wrong answer.
To keep the calculation scripts to a minimum, I have put all the calculations in member formula.
Which is faster - Member formula or calculation scripts? Because, if i am not mistaken, FIX cannot be used in member formulas, so I need to resort to the use of IF, which is not index driven!
Though in the calculation script,while aggregating members which have member formula, I have tried to FIX as many members as I can.
What is the best way to optimize member formulas?
I am using Hyperion Planning and Essbase 11.1.2.1.
Thanks.

The idea that you can't reference a member formula in a FIX is false. Here's an example:
- Assume you have an account that has a data storage of Stored or Never Share.
- This account is called Account_A and it has a member formula of Account_B * Account_C;.
- You would calculate this account within a FIX (inside of a business rule) something like this:
FIX(whatever . . . )
"Account_A";
ENDFIX
If you simply place the member named followed by a semi-colon within a business rule, the business rule will execute the code in the in that member's member formula.
Why would you want to do this instead of just putting ALL of the logic inside the business rule? Perhaps that logic gets referenced in a LOT of different business rules, and you want to centralize the code in the outline? This way, if the logic changes, you only need to update it in one location. The downside to this is that it can make debugging a bit harder. When something doesn't work, you can find yourself searching for the code a bit.
Most of my applications end up with a mix of member formulas and business rules. I find that performance isn't the main driving force behind where I put my code. (The performance difference is usually not that significant when you're talking about stored members.) What typically drives my decision is the organization of code and future maintenance. It's more art than science.
Hope this helps,
- Jake

If Conditon in Hyperion Member Formula

Hi All,
I am developing a classic planning Hyperion Application using EPM 11.1.2.2.
I came across a situation where i need to use an "IF Condiotn" inside a member formula. I am not sure of its syntax, can some help me with that.

Hi
There is a slight difference when using IF statements in member formulas. You don't need to specify the member block association in a member formula
In a calc script
"Account"(
                IF(@IMBR(Jan))
      "member1" * "Member2";
                 ENDIF)
In a member formula
             IF(@IMBR(Jan))
                "member1" * "Member2";
                 ENDIF
Thanks
Anthony

@ATTRIBUTESVAL works properly in Calc script but not in Member Formula.

We are using Essbase 11.1.2 –
"Global_Period" is a Dynamic Calc Member. Below is its Member Formula:
"ProjType " is an attribute (text) dimension.
"Global_Period" ="ValidAccount";
IF (@ISLEV ("Total_Expenses", 0) AND @ISMBR("HSP_InputValue") AND @ISLEV ("Version",0) AND
@ISMBR("No_GL_Account") AND @ISLEV ("Scenario",0) AND @ISLEV ("Years",0) AND @ISMBR ("Local")
AND @ISLEV("Tot_Org",0) AND NOT @ISIDesc ("Service_Division") AND @ISLEV("Tot_PRJ",0) )
"Global_Period"->"No_GL_Account"-> @CURRMBR ("Projects") =
1* "ValidAccount"->"Global_Version" ->"Global_Scenario"->&Budget_Year->"Global_Entity"->
"No_GL_Account"->"HSP_InputValue"->"Local"->
@MEMBER(@NAME(@CONCATENATE ("Proj_",@ATTRIBUTESVAL("ProjType"))));
ENDIF
The above Member- Formula is failed to work when opening a Data Form that contain "Global_Period".
The error messages in the log file are as follow:
[Thu Mar 1 16:55:39 2012]Local/Projects/Plan1/admin@Native Directory/1122748736/Error(1200370)
Error executing formula for [Global_Period] (line 1): attempt to cross a null member in function [@X]
[Thu Mar 1 16:55:39 2012]Local/Projects/Plan1/admin@Native Directory/1122748736/Error(1200370)
Error executing formula for [Global_Period] (line 0): attempt to cross a null member in function [@_VAL]
When converting the "Global_Period" to be a Store member.
The Calc Script below is exactly equivalent to the Formula, and run perfectly with no Errors.
"Global_Period" ="ValidAccount";
FIX ("HSP_InputValue", "Local","No_GL_Account", @RELATIVE ("Total_Expenses", 0),
@RELATIVE ("Version",0), @RELATIVE("Scenario",0), @RELATIVE ("Years",0),
@REMOVE (@RELATIVE ("Tot_Org",0),@IDESCENDANTS ("Service_Division")),
@RELATIVE ("Tot_PRJ",0))
SET CREATENONMISSINGBLK ON;
"Global_Period"
("Global_Period"->"No_GL_Account" -> @CURRMBR ("Projects")=
1* "ValidAccount"->"Global_Version" ->"Global_Scenario"->&Budget_Year->
"Global_Entity"->"No_GL_Account"->"HSP_InputValue"->"Local"->
@MEMBER(@NAME(@CONCATENATE ("Proj_",@ATTRIBUTESVAL("ProjType"))));
SET CREATENONMISSINGBLK OFF;
ENDFIX
For many reasons we prefer to use the Dynamic Calc Formula for "Global_Period".
As result of some checking I discover that the problem is with the function @ATTRIBUTESVAL,
because the formula has worked fine when I replace the @ATTRIBUTESVAL with a string.
Please help, what is the right way to write the formula in order to make it work.
Thanks
Tami Kedem

Dear Cameron Lackpour,
Thank you very much, for your reply.
I'd given it a try, but it didn't help.
The purpose of this formula is as follow:
We holds 1's (ones) for allowable combinations of "Project_Type and Accounts", namely, each project type has different list of accounts that are allowed for input.
I need to populate the input 1's to all projects (and their children) according to its "ProjType".
The Data forms has periods in columns, thus by putting "Global_Period" (Hide) as the first column, and use "Suppress Missing rows" - for each project (on the "Page") , the form will show just the allowable Accounts in rows.
(we have around 300 Accounts, 50,000 members in Project dimension and around 25 Types of projects).
Please help.
Thanks!
Regards,
Tami Kedem

Block creation problem in member formula

Hi,
I have a member formula as below :
IF(.....)
x = a/b;
ENDIF
where a,b have their own member formulas.
There is no issue with the calculations of x,a or b, but I am facing an issue with block creation of x.
Is there a way to handle block creation through member formulas? I know the way out through calc scripts, but i am trying to limit the use of calc scripts.
Thanks!
Note:The storage property of all three members is store. Also, a and b lie in the same intersection (same block), and x lies in another intersection.

In the following section of the dbag: http://docs.oracle.com/cd/E12825_01/epm.111/esb_dbag/frameset.htm?dcaoptcs.htm...
Under the sub-section: In Equations in a Dense Dimension...
It states as follows:
In Equations in a Dense Dimension
When you use a cross-dimensional operator in an equation in a dense dimension, Essbase does not automatically create the required blocks if both of these conditions apply:
Resultant values are from a dense dimension.
The operand or operands are from a sparse dimension.
You can use the following techniques to create the blocks and avoid the performance issue.
Ensure that the results members are from a sparse dimension, not from a dense dimension. In this example, the results member Budget is from a sparse dimension:
FIX(Sales)
Budget = Actual * 1.1;
ENDFIX
FIX(Expenses)
Budget = Actual * .95;
ENDFIX
Use the DATACOPY calculation command to create and then calculate the required blocks. See Using DATACOPY to Copy Existing Blocks.
Use a member formula that contains the dense member equations:
FIX(Sales, Expenses)
Budget (Sales = Sales -> Actual 1.1;*
Expenses = Expenses -> Actual .95;)*
ENDFIX
The phrasing of that last part would lead me to believe that block creation via a member formula is possible. Though I'm not sure of the member to which that formula should be applied. Furthermore, the code looks funky in that we're fixing on Sales and fixing on Expenses, and them on the left side of the equation within the fix.
Thoughts anyone?

Member formulas using HAL

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