Adding Calculation Rules

The Calculation Rule Definition Pane displays all the components that define the rule.

To add a rule:

  1. From Oracle Hyperion Enterprise Performance Management Workspace, select Navigate, then Applications, then Profitability, and then select the application that you want to view.
  2. In an open model, from Task Areas, select Manage Allocations, and then Calculation Rules.
  3. In the Rule Definition section, click the New Calculation Rule and then enter the following fields:

    • In Name, enter a calculation rule name.

    • In Rule Type, select one of the following values:

      • Multi Source Assignment—Defines allocations from multiple sources to multiple destinations; must have 1-5 source assignment rules, 1-5 destination assignment rules and 1 driver.

      • Calculated Measures—Defines basic mathematical calculations to modify the destination measure values; must have up to 1-5 destination assignment rules and 1-5 drivers.

      • Single Source Assignment—Executes individual assignments that act as exceptions to the Multi-source rule; must have a First and Last Driver Sequence Priority or select all drivers checked.

    • In Sequence, enter a numeric value from 0-9999.

    • In Optional: Rule SQL Execution Mode,

    • Optional: In Description, enter a brief description of the rule.

    • Optional: Enter a Search Tag to facilitate later searches for the rule.

  4. The Model Default SQL Execution Mode is displayed. Use the default or override it in Rule SQL Execution Mode.
  5. Enter one of the following in the Driver section:

    • For Multi Source Assignment and Calculated Measures calculation rules:

      Click Add driver and select the existent driver or click New driver to create new driver.

    • For Single Source Assignment calculation rule:

      • In First Driver Sequence Priority and Last Driver Sequence Priority enter an integer driver sequence priority value to provide a range of drivers

      • Check Select all drivers in order to cover all drivers

  6. For Multi Source Assignment, in the Source section:

    • For existent source assignment rule(s): Click Add source assignment rule and move existent source assignment rule(s) from the Available List to the Selected List.

    • For new source assignment rule(s): Click New source assignment rule and then select it.

  7. For Multi Source Assignment and Calculated Measures calculation rules, in the Destination section:

    • For existent destination assignment rule(s): Click Add destination assignment rule and move existent destination assignment rule(s) from the Available List to the Selected List

    • For new destination assignment rule(s): Click New destination assignment rule and then select it.

    Note:

    For Calculated Measures calculation rules destination assignment rules with Same as Source options should be filtered from the Available destination assignment rules.

  8. Click Save. The rule definition displays in the Calculation Rules section.