Calculation Manager is the central repository for all calculation objects for all applications. These calculation objects can be navigated via different views. The System View displays calculation objects by application, by rule type and by object type. The List View allows filtering of the objects and displays the results in a flat list. The Custom View allows the organization of calculation objects in custom folders for easy navigation. This workshop will serve as an introduction to navigating through existing rules that have been created in the repository. It will familiarize you with some of features offered within Calculation Manager. There are subsequent workshops to create new calculation rules and to deploy rules to applications. Prerequisites Installation and configuration of EPM Architect. Calculation Manager and Planning Login as the Admin user to have full security access to all features. Considerations Review the Calculation Manager Overview powerpoint presentation before beginning the workshops in this document
Introduction to Calculation Manager 7 Oracle Hyperion Planning, Fusion Edition 11.1.1 Exercise 1 Navigation within Calculation Manager Objective Calculation Manager is an integral part of EPM Architect. Calculation Manager can be accessed from within the Application Library or from the workspace. For the purpose of this workshop, you will view the list of applications and access Calculation Manager from the Application Library. Once you are in Calculation Manager, you will be presented with the List View. There are many ways to navigate through the calculation objects within Calculation Manager. In this exercise, you should become familiar with how to navigate and view different calculation objects within the repository. Exercise Steps 1) Access the Application Library via the Navigate \ Administer \Application Library menu selections. A list of application views available will be displayed in the upper pane.
Introduction to Calculation Manager 8 Oracle Hyperion Planning, Fusion Edition 11.1.1 2) Select the TotPlan application from the list of application views. The rules information will be displayed in the pane at the bottom right hand corner of the screen. The rules are grouped by plan type. The first column displays the number of rule sets created for the plan type. The second column displays the number of rules within the same plan type. 3) Access Calculation Manager via the Navigat e \ Administer \ Calculation Manager menu. The default System View within Calculation Manager is now displayed. The System View displays all calculation objects within the repository. The objects are organized by application type.
Introduction to Calculation Manager 9 Oracle Hyperion Planning, Fusion Edition 11.1.1 4) Expand the Planning product folder to view the list of available applications for Planning.
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- Fall '19