Moore Advanced Calculations in Calc Manager OW 20151015
Transcript of Moore Advanced Calculations in Calc Manager OW 20151015
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Advanced Calculationsin Calc Manager
Ron Moore
TopDown Consulting, Inc.
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�Solution Architect at TopDown Consulting
�Certified in Essbase and Planning
�Over 20 years experience with Essbase
�Over 30 years experience in forecasting, financial
modeling and predictive analytics
Ron Moore
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�Use simple rolling forecast and driver based budgeting
examples
�Automate repetitive calculation development tasks
using Custom Defined Templates (CDTs)
�Answer some common CM questions
Objective
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�Quick review of CDTs (for more keystrokes see
http://www.odtug.com/p/do/sd/sid=5349&type=0)
�Develop a conceptual framework for CDT
implementation
�Apply CDTs to a Driver Based Budgeting application
�Use Calc Manager to create a calculation in ASO
�Demonstrate some tricks with variables
Agenda
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�CDTs are like wizards
● Executed during rule development
�Drag in Components
● Formula, Script, Condition, Member Block, Member Range, Fixed
Loop, Metadata Loop, DTP Assignment
�Design Time Prompts
● Prompt the designer for rule parameters
�CDT prompts
● Questions in the wizard pages
�Steps
● Pages in the wizard
Custom Defined Templates
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�Categorize static and customized elements
�Create script components for static elements
�Parameterize the customizations
●Design Time Prompts : Outline /one time customizations
●Run Time Prompts: End user customizations
Conceptual Framework Design Steps
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Conceptual framework
Question Answer Examples
What’s static? Patterns in the code Baseline Fixes
Mathematical logic
What’s
customized?
Dimension names
Member names
Slices
Accounts v Measures
Members to forecast
History years v Forecast years
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Identify predictable common elements that can be packaged
Common Dimension types
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Run Time Prompt v. Design Time Prompt Customizations
Prompt Design Time Run Time
Measure to Calculate vPctGrowthMember
Growth Percent vGrowthPct
Year dimension dtpYearDim
Period Dimension dtpPeriodDim
First Month dtpFirstMonth
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Parameterize Slices Forecast Slice (user
rtp)
Business
Units Slice
(user rtp)
Stored Data Types Slice
(rule designer dtp)
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CODE DESIGN CHOICES : PIVOTING THE CODE
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CONVERT TO IF
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Drivers on Accounts v. Drivers on View Dimension
“Forecast” = “Sales” * “Drivers”;
“COGS” = “Sales” * “COGS Driver”;
“Rent” = “Sales” * “Rent Driver”;
“Payroll” = “Sales” * “Payroll Driver”;
EtcD.
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PUT DRIVERS ON THE VIEW DIMENSION
Strengths Weaknesses
Drivers on Accounts Dim • One less dimension • More maintenance
• Harder code
Drivers on View Dim • Easier maintenance
• Easier code
• One more dimension
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TARGET CODE
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PROMPT ANALYSIS
Code element Prompt
Business Unit Slice vBusUnits
Forecast Years Slice vFCYears
Stored Data Types Slice dtpStoredSlice
FCLeftSide dtpFCLeftSide
Method 1 Accounts vM1Accounts
Method 2 Accounts VM2Accounts
Year Dim dtpYearDim
Periods Dim dtpPeriodsDim
Driver Dim dtpDriverDim
Driver Member/s dtpDriverMb
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�Create the variables
�Create the Custom Defined Template
●Drag in script component (Rolling Forecast code)
●Drag in member range components (FIXes)
●Create the DTPs
●Create steps
●Substitute RTPs/DTPs
�Create the rule
●Drag in the CDT
●Additional member ranges (FIXes)
CDT Workflow
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Create the Template
• System View | APP/DB
• Right Click Templates |New• Drag in the FCLogic Script
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SUBSTITUTE THE DPTS
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SUBSTITUTE THE TIME FRAME DTPS
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�Create the new rule
�Drag in the Custom Defined Template
�Execute the wizard
�Create additional Member Ranges
�Save
�Launch
Create the rule
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FINAL RULE
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WRITE A CALC MANAGER RULE
TO COPY DATA IN ASO
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�Create a new rule
�Drag in the Point of View object
�Drag in the formula object inside the POV object
Create the rule
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�Click the left node of the POV object
�Make the following selections
Configure the POV
Measures "Price Paid", "Original Price", "Transactions", "Returns", "Units"
Years Leave this blank
Time @Level0Descendants("MTD")
Transaction
Type
@Level0Descendants("Transaction Type")
Payment Type @Level0Descendants("Payment Type")
Promotions @Level0Descendants("Promotions")
Age @Level0Descendants("Age")
Income Level @Level0Descendants("Income Level")
Products @Level0Descendants("Products")
Stores @Level0Descendants("Stores")
Geography @Level0Descendants("Geography")
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�Click the formula object
�Enter the formula :
�“Prev Year” = “Curr Year”
�Validate
�Save
Create the formula
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Results
• Spreadsheet before the calc
• Launch the rule
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�You must address every dimension. That is, any
dimension not addressed on the left side of the
formula/s must be addressed in the POV
�You cannot use any dynamic members in the POV or
formula.
What to watch out for:
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DESIGN TIME PROMPTS
Setting Description
Type 14 types, we will use Member Range, Member and Dimension
Dependency Inclusive, Exclusive, None
Limits Dense/Sparse, Accounts/Time, Planning :required dimensions
Prompt it? Yes/No
Mandatory? Yes/No
Read Only Yes/No
DTP Text Custom text
Default value Depends on type
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BUILT-IN DTPS
DTP Purpose
Application Type Project Planning or Public Sector Planning
Application Single or Multi currency
Upper POV Capture all upper fix dimensions to exclude or include in downstream DTPs
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�Select the Design Time Prompt tab
�Click the + sign to create a new row
Create the Design Time Prompts
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CREATE THE STEPS
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Steps
1. Time Frame
−dtpYearDim
−dtpPeriodDim
−dtpFirstMonth
2. Input Data Types
−dtpInputDataTypes
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SELECT DTP FOR MEMBER RANGE
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Drag in the Template
Create the Rule
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CODE AFTER CDT WIZARD EXECUTION
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ADD BUSINESS UNITS MEMBER RANGE
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ADD FORECAST SLICE MEMBER RANGE
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CODE
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1. Rollup driver denominator
2. Calculate driver %
3. Multiply driver % by total value to be allocated
Simple Allocation Code
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Allocate Marketing based on Units driver
Calc Objective
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Q & A