Planning (E/PBCS): Business Rules (2 days)
Audience
Implementation consultants, developers, system administrators.
Learning Objectives
By the end of this course you will be able to design, manage and maintain complex business rules for Oracle Planning Cloud (PBCS).
Course Description
This comprehensive course covers key design principles and maintainance for the development of scripts for Business Rules and other calculations.
Attendees will learn the key concepts relating to calculations in Oracle Planning Cloud (PBCS) and will explore the different methods that can be used to perform calculations, gaining an understanding of the core application components that contribute to calculation performance.
Explore Calculation Manager, a powerful tool that facilitates the creation and management of calculation objects. Find out how to make best use of Calculation Manager to manage Business Rules. Learn about Essbase-related features to ensure that calculations execute with acceptable performance.
Understand how to control calculation scope and discover how more complex function types can be used to provide more comprehensive calculation capabilities in Oracle Planning Cloud (PBCS).
Please Note: A separate three day course is available for those interested in Groovy Scripting for Enterprise Planning Cloud (EPBCS).
Course Information
Audience: Implementation consultants, developers, system administrators.
Duration: 2 days
Pre-requisites: None
Delivery method:
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Classroom: Public - Live Online (check current schedule)
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Classroom: Private - In Person or Live Online (contact us to schedule)
Advanced preparation: None
Recommended CPE credits: 14 credits
Day Summary
Day 1: Calculation capabilities, member formulas, calculation scripts, traditional business rules vs groovy scripts, Calculation Manager, script editor, variables and run-time prompts.
Day 2: Calculation considerations, controlling calculation scope, cross dimensional operators, design considerations, writing calculations using functions..
Detailed Agenda
Calculation Capabilities
Understand the key concepts relating to calculations in Oracle Planning Cloud. Explore the different methods that can be used to perform calculations and gain an understanding of the core application components that contribute to calculation performance.
• Calculation methodology
• Block storage considerations
• Member formulas
• Variances with member formulas
• Calculation scripts
• Traditional business rules vs Groovy scripts
Calculation Manager
Calculation Manager is a powerful tool that facilitates the creation and management of calculation objects. Explore how to make best use of Calculation Manager to manage your organization’s rules.
• Navigating Calculation Manager
• Managing Business Rules
• Calculation Manager Views
• Visual script design vs calculation scripts • Navigating the calc script editor
• Variables and run-time prompts
Calculation Considerations
Calculations in Oracle Planning Cloud are executed against the Essbase database directly. As such, it is important to consider several Essbase-related features when preparing rules in order to ensure that they execute with acceptable performance.
• Dynamic vs Two Pass calculations
• Back calc calculations
• Intelligent calculation
• Understanding block creation
• Creating blocks on equation
Controlling Calculation Scope
The most straightforward way to ensure that business rules perform effectively is to ensure that you only calculate exactly what is required. Explore several methods that exist for controlling calculation scope.
• Calculation scripts
• Calculation scope using FIX
• Calculation scope using IF
• FIX or IF?
• Cross dimensional operators
Designing Calculations
Explore complex function types and discover how these can be used to provide more comprehensive calculation capabilities in Oracle Planning Cloud.
• General design considerations
• Writing calculations using functions
• Relationship functions
• Mathematical functions
• Range functions
• Conditional calculations
• Variance calculations
Register
This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live Cloud environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.
