HYPERION® BUSINESS RULES - Oracle

HYPERION? BUSINESS RULES

RELEASE 9.3.1

ADMINISTRATOR'S GUIDE

Business Rules Administrator's Guide , 9.3.1

Copyright ? 1999?2007, Oracle and/or its affiliates. All rights reserved.

Authors: Melissa Snow

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Contents

Chapter 1. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 About Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Business Rules Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Easy to Create . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Easy to Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Easy to Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Business Rules Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Business Rules Product Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Business Rules Prerequisite Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Before Using the Administration Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Before Using the Web Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Using the Administration Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Using the Web Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 2. Working with Business Rules, Sequences, Macros, and Variables . . . . . . . . . . . . . . . . . . . . . . . . . 15 About Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Accessing Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Creating a Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Selecting a Database Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Editing a Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Saving a Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 About Business Rule Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Creating a Business Rule Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Editing a Business Rule Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Saving a Business Rule Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Deleting a Business Rule or Sequence from a Sequence . . . . . . . . . . . . . . . . . . . . . . . 25 About Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Creating Global Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Selecting Smart Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Creating Local Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Contents iii

Editing Local Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Selecting Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Deleting Local Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Inserting Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Associating Global Run-Time Prompt Variables with Business Rules . . . . . . . . . . . . . 37 About Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Creating Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Inserting Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Inserting Parameters into Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Editing Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 About Essbase Calculation Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Using Essbase Calculation Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 About Essbase Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Inserting Functions with the Function Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 About Adding Actions to Graphical Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Adding an Aggregate Data Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Adding a Copy Data Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Adding a Clear Data Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Adding a Create Blocks Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 About Adding Formulas to Graphical Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Adding a Formula to a Graphical Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Specifying a Destination in a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Specifying a Source in a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Specifying a Range in a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Using the Custom Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Adding a Source to a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Adding a Number Operand to a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Adding an Operator to a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Adding a Function to a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Inserting a Parenthesis in a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Specifying a Data Condition in a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Adding a Pro-Rata Ratio Formula to a Graphical Business Rule . . . . . . . . . . . . . . . . . 57 User Defined Pro-Rata Ratio Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Percent to Total Pro-Rata Ratio Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Percent to Parent Pro-Rata Ratio Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Percent to Member Pro-Rata Ratio Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Adding a Units-Rates Formula to a Graphical Business Rule . . . . . . . . . . . . . . . . . . . 58 Adding a Variable Formula to a Graphical Business Rule . . . . . . . . . . . . . . . . . . . . . . 59 Adding a Custom Formula to a Graphical Business Rule . . . . . . . . . . . . . . . . . . . . . . 60

iv Contents

Deleting a Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Deleting a Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Deleting Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Deleting Global Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Chapter 3. Assigning Access Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 About Adding Access Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 About Access Privileges for Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Adding or Editing Access Privileges for a Business Rule . . . . . . . . . . . . . . . . . . . . . . . 66 Deleting Access Privileges for a Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 About Access Privileges for Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Adding or Editing Access Privileges for a Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Deleting Access Privileges for a Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 About Access Privileges for Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Adding or Editing Access Privileges for a Macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Deleting Access Privileges for a Macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 About Access Privileges for Business Rule Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Adding or Editing Access Privileges for a Business Rule Sequence . . . . . . . . . . . . . . . . 73 Deleting Access Privileges from a Business Rule Sequence . . . . . . . . . . . . . . . . . . . . . 75 About Access Privileges for Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Adding Access Privileges to a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Deleting Access Privileges to a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Chapter 4. Validating and Launching Business Rules and Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Validating a Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Launching a Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Validating a Business Rule Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Launching a Business Rule Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Launching from a Shortcut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Command Line Launch Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Launching Several Business Rules from a Shortcut . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Batch File Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Automating Business Rules with Run-Time Prompts . . . . . . . . . . . . . . . . . . . . . . . . 85

Chapter 5. Using Projects to Manage Repository Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 About Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Creating Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Editing Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Adding Business Rules, Sequences, Macros, and Variables to a Project . . . . . . . . . . . . . . . 89 Deleting Business Rules, Sequences, Macros, and Variables from a Project . . . . . . . . . . . . 90

Contents v

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