Archive for Hyperion

Using templates to create dynamic rules in Calcmanager 11.1.2.4

Posted in 11.1.2.4, ACE, BSO, Business Rules, CalcScript, Calculation Manager, Calculation Script, EPM, Essbase, Hacking, Hyperion Essbase, Hyperion Planning, New Features, Oracle, Performance, Templates, Tips and Tricks with tags , , , , , , , , , , , on January 1, 2016 by RZGiampaoli

Hi guys and happy new year!!!

And to start well the new year what’s best then a post?

Today I want to talk about the new version of Calculation manager (11.1.2.4). I know that it is out for a while now but still I think it has some cool features that are not explored.

In all Planning project, sooner or later, we come to a time that we need to create a currency conversion Rule (at least I like to create a custom Rule for performance reasons). Also some companies uses a lot of currencies.

Before continue I need to say that in our case I find out that less code is equal a less performance. What I mean by that is that for the forecast horizon range period for example, instead of use “IF” and test my 15/18 months horizon I triplicate the code using “FIX” and using “SET EMPTYMEMBERSETS ON ;”.

This set command ignores the “FIX” if it returns an empty set. This approach increases the performance a lot, some times more than 8 times (In this currency example, if I ran it at channel level with “IF”, toke 8 hours, with “FIX” takes 1 hours).

Ok that means I rarely use “IF” in my Rules.

Well, you can already imagine the size and row boring and prone error is the Rules if I use only “FIX” right? However, with the “Template” feature in calcmanager and the ability to call any template or rule using a script this nightmare turns in to a dream!

Let us see how it works!

A Currency conversion for forecast applications normally has two parts:

First parts is a period range part.

Second part is the currency conversion itself.

With calcmanager, we can create two template, one for the period and the other for call the currency conversion part.

Then for the Currency conversion calculation, I create a simple core template with just a formula and a script on it:

UDA Loop Template

The “dtp_Quote_UDA”  is a DTP (design time prompt) variable with a function that will insert double quotes in every value that comes from the “dtp_UDA” DTP variable (this will be used to get values from the outside template), this way we can have use just one variable to do two papers, currency name and UDA value. The code is:

@QUOTE([dtp_UDA])

The inside the Currency calculation script we will have:

Currency Script

As we can see inside the script, I used the “dtp_Quote_UDA” as well the “dtp_UDA”. This simplify the amount of parameters I need to pass and the maintenance as well. Let’s think, we need the same information, one with double quotes, for the UDA values and other without quotes, for the Rate name.

With this technic we need to pass just once the value, let’s say BRL, and in the code Calcmanager will replace before the execution in all places, and we’ll have @UDA(Entity,”BRL”) as well HSP_Rate_BRL.

This is awesome because now I have just 8 line of code that will be transformed in any amount of times I want. The best thing is, or everything is right or everything is wrong J

Because calcmanger now we have a layer between the code written and the code generated, and this is pretty cool because opens a huge windows for creativity. You can even generate the entire code dynamically.

Ok, the next step is to loop this template once for each currency we have. For this, I created another template. This one will be used for the Forecast horizon period range as well for loop the currencies.

Period loop template

Again, the code is pretty simple, just  two fixes and one script.

For the “Period FIX” we use two DTP variable to get the value of Year and period from the outside rule ([dtp_Period] and [dtp_Year]).

The product fix is just something related with our architecture and we do not need to bother about it.

Now the “Loop Currency” is a script that will call N number of times our first template. How can we do that with a script?

Basically every time you drag and drop a template inside a rule or to another template behind the graphic design calcmanager generate a command line. This code exists thanks to its API, and you can use it to manipulate and generate almost any kind of code inside calcmanger.

Currency loop template

As we can see, inside the script we have a “Fix” for the USD currency, (that is the only different conversion) and one row for each currency.

Each row is calling a template “%Template(name:=Currency Conversion – 2 – UDA Loop” from an application “application:=”WWOPS””, a plan type, “plantype:=”Pnl””, and is passing two DTS values, one for the UDA and other for the Entity, “dtps:=(“dtp_UDA”:=[[AED]],”dtp_Entity:=[[dtp_Entity]])”.

As you can see, you can pass a DTP variable using the variable itself (dtp_Entity:=[[dtp_Entity]]).

If you want to create this API code and don’t know how to write the right syntax you can just drag your template to a rule/template, set everything and change your view to “Edit Script” or “View Script”.

Edit script

Now we just need to create the rule that will call this template for the three range of periods we have:

Currency rule

Again a simple design with a small amount of components. Here we have our SET commands, a main fix and the three templates, each one calling the previous template for a different period of range.

Period Range

The final result is a Rule with 1213 rows generated from a 8 rows template. This is the magic of calcmanager and templates. You can simplify everything, you can create dynamic aggregations, that will change depending of the application and cube, you can create codes that changes depending of the member that is coming from the forms, everything with small set of code that is reusable anytime we want!

Rule code 1Currency code 2

…….

A dynamic way to build a currency rule in calcmanager. A lot faster to build and a lot easier to maintain, since if a new currency start to be used you just need to copy and paste one line in “Currency Loop” script, change the currency and it’s done.

Build Rules using templates looks more work and some time a little bit complicate but I remember well how much time I expend changing BRs and I can guarantee that this way is much faster and easier to develop and mainly to maintain.

In the end we just create a Rule and two templates that contains just one core calculation, in my case a script calling 47 times this core, some fixes, and that’s all. It was less than 60 rows of written code to generate 1213 rows. Pretty good for me 🙂

Rules ante templates

Hope you guys enjoy and I wish a happy new year for all and you dears ones.

Happy new year!!!! A new year full of surprises!

 

DEVEPM 2015 in review

Posted in 2015, ACE, EPM, KScope 15 with tags , , , , , , on December 31, 2015 by radk00

Hi all readers! Another year has gone and it was a great (if not the greatest) year for DEVEPM! We have done a lot of cool stuff this year like get nominated for the Oracle ACE Program, being at Kscope15, 2MTT for Oracle OTN, created articles for ODTUG’s Techinical Journal and Oracle OTN, got selected (twice) for Kscope16 and even Ricardo got married this year! An of course a lot of other EPM related topics 🙂

I would like to thank each one of you for accessing/reading/sharing our blog posts! I hope that we could positively impact your lives somehow with any of our post. That’s the reason why we blog: we want to somehow share our knowledge back to the community that always helped us in difficult times!

And 2016 will be no different! We will work even harder to bring new content about EPM world for you! Thanks again and see you soon!!!!

Follow us on Twitter: @RodrigoRadtke @RZGiampaoli @DEVEPM

Here’s an excerpt:

The concert hall at the Sydney Opera House holds 2,700 people. This blog was viewed about 25,000 times in 2015. If it were a concert at Sydney Opera House, it would take about 9 sold-out performances for that many people to see it.

Click here to see the complete report.

Article “Unleashing Hyperion Planning Security Using ODI” was published in OTN

Posted in Configuration, Hyperion Planning, ODI, Security with tags , , , , , , , , , , , , , on July 16, 2015 by RZGiampaoli

Hi guys!

OTN just published a new article from devepm entitled “Unleashing Hyperion Planning Security Using ODI”.

This article is all about Planning security and how you can use ODI to create cell level security based in anything you like (in our case is Attribute Dimension).

This is a study case and it’s in production for 3 years right now.

Please take a look and let us know your thoughts.

Thank you and see you soon.

DEVEPM will be at KScope 15!!!

Posted in EPM, Hyperion Planning, KScope 15, ODI, ODI 12c with tags , , , , , , , , on January 22, 2015 by radk00

Hi all, how are you doing? We are very happy to announce that our presentation “No more unknown members! Smart data load validation for Hyperion Planning using ODI” was approved for KScope 15! We’ll be there to talk about one of our preferred subject areas: How to improve EPM tools potential using ODI. We’ll be very pleased if you guys show up in our presentation. It’ll be great to meet everyone there and talk about EPM and other cool stuffs! Here is our presentation’s abstract:

“Usually, ODI data load interfaces for Essbase are simple and fast to be developed. But, depending on the data source quality, those interfaces may become a performance challenge. Essbase demands that all POV members in which we are trying to insert data to exist in the Essbase outline and when this is not true, Essbase switches its load method from Block Mode to Cell Mode. When this situation happens, one data load that would take only five minutes to complete may take several hours, degrading the Hyperion environment performance. Join us in this session to discover how we solved this problem in a dynamic way for any number of Hyperion Planning applications only using ODI data constraints and Hyperion Planning metadata repository to validate all POV members that will be used in the data load, guaranteeing the best performance and data quality on the Hyperion Planning environment.”

Kscope is the largest EPM conference in the world and it will be held on Hollywood, Florida on June this year. It will feature more than 300 technical sessions, five symposiums, deep dive sessions, and hands on labs over the course of five days. Got interested? If you sign up by March 25th you’ll take advantage of the Kscope early bird rates, then don’t waste more time and let’s be part of the greatest EPM event in the world.

Thank you very much everybody and we’ll be waiting for you at Kscope 15!

KScope15

DEV EPM 2014 in review

Posted in EPM, Kscope 14, ODI with tags , , , , , , on December 30, 2014 by radk00

Hi all readers! Another year has gone and it was a great (if not the greatest) year for DEVEPM! We have done a lot of cool stuff this year like ODI certification, ODTUG ODI Expert Panel, speaking at KScope14, changed ODI EPM KMs to work on ODI12c, ODI petition for EPM KMs support, OTNArchBeat Publication and a lot of other EPM related topics.

I would like to thank each one of you for accessing/reading/sharing our blog posts! I hope that we could positively impact your lives somehow with any of our post. That’s the reason why we blog: we want to somehow share our knowledge back to the community that always helped us in difficult times!

And 2015 will be no different! We will work even harder to bring new content about EPM world for you! Thanks again and see you soon!!!!

Follow us on Twitter: @RodrigoRadtke @RZGiampaoli @DEVEPM

Here’s an excerpt:

The concert hall at the Sydney Opera House holds 2,700 people. This blog was viewed about 22,000 times in 2014. If it were a concert at Sydney Opera House, it would take about 8 sold-out performances for that many people to see it.

Click here to see the complete report.

KScope14 presentation: Unleashing Hyperion Planning Security Using ODI

Posted in Hyperion Planning, Kscope 14, KScope 15, ODI, ODI Architecture, ODI Architecture with tags , , , , , on July 14, 2014 by radk00

Hi all!

We are back from KScope14! What a great conference! KScope is indeed the world’s greatest EPM conference ever! It’s the best place to talk to the best EPM professionals, learn about cutting edge technology and, in our case, also present some of the work that we are currently working on 🙂

Here is the PDF containing our session at KScope14. Please feel free to write comments about it! It’s always great to receive some feedback!

KScope 14 Presentation

Hope you enjoy it! If you were not able to go to KScope14 this year, please make an effort to go next year (it will be held at Hollywood!!! Kscope15). It’s worth every dollar invested!

See ya!