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Calc Manager: Go Beyond Basics and Unleash the Power of Oracle Hyperion Planning
Ludovic De Paz TopDown Consulting
Terrence Sundar Shutterfly
Ludovic De Paz
l Engineer with a finance background.
l 15 years of experience, 13 years in consulting.
l Not afraid of technology.
l Certified with Essbase and Planning.
Terrence Sundar
l 7 years in FP&A, 7 years working with Planning & Essbase
l Oracle North America Consulting in 2007
l Certified with Essbase and Planning
l Joined Shutterfly in 2011
About Shutterfly
REVENUE MODEL IMPLEMENTATION & CALC MGR
Shutterfly Revenue Business Challenges
● Existing Planning and Reporting process was informal, not SoX compliant.
● Ecomm, DW & FPA with plenty of unorganized, revenue data
● Plenty of MS Excel models, all with different revenue numbers, which one is correct?
● Lack of Revenue ownership amongst the teams
Shutterfly Revenue Design Challenges
● Tight deadlines ● Proof of Concept in 2.5 months ● Full solution in 4 months
● Complex and Unusual Business Rules ● Revenue with drivers and metrics, not a straight P&L ● Cascading Business Rules
● Daily Revenue ● Period dimension with 380 stored members: big overhead
SFLY Rev Model Performance Results ● Reduced metadata all-around, combined dimensions,
simple and nimble ● Reduced input time from 2 days with 20+ Excel models to
several hours using less than a dozen web forms, allowed for increased reporting
● Avg Web Form takes less than 60 seconds
● Setting the correct calc parallel value and block creation was critical to improving calc times
Calc Mgr Lessons Learned (1/2)
l Break-down complex Excel formulas into bite-size pieces
l Use bite-size pieces to create various calc types using the GUI
l Go ahead and create generic objects for future expansion and keep them in your toolbox
SHUTTERFLY CALC MGR SET-UP
Calc Mgr Lessons Learned (2/2)
l Calc Mgr is not a substitute for member formulas
l Crammed and complex vs. Organized and dispersed l Save often synonymous to deploying Often
l Go GUI from the Get-Go…
Don’t Be Scared of the Graphical Mode
Graphical Mode
l Calc Manager writes good Essbase code l You can see the script generated l Script editing vs. Graphical editing ● Poor performance can come from design (database
or rule) ● Once you master the Graphical interface you can
write some fast and safe rules ● Need to have success with a few rules with graphical
to build confidence
Graphical Mode
Graphical is easier to understand and to maintain for non IT people
Graphical Mode
Graphical Mode
Graphical Mode
Graphical Mode
Graphical Mode
Graphical Mode
Graphical Mode
Graphical Mode
Think Differently for Success…
Create the Formula
Add Member Range
Add Member Range
Add Global Range
Look for Optimization
Reuse, Reduce, and Recycle
Demo Time
Formulas, Scripts, and Rules
l A modification in a Shared formula, Script or rule will be automatically propagated to all rules using it
l Need a re-deploy
The Art of Templates
A Template?
l What is a Template? ● A template is a reusable Rule ● Where you can add parameters (DTP) to customize
the Template
l When to use Templates? ● When a calculation is repeatable ● With different parameters
Example
A Template?
l Good candidates for templates ● Any rule where you need a ‘Local’ and ‘Global’
version ● Currency conversion
● Give admins the ability to safely create Business Rules after consultants leave
Templates Tips
l It is Easier to create the Rule first, then the Template
l Cannot create Templates with Rules calling another Rule
l Don’t use Global Range with a Rule if you want to save it as a Template
Templates vs. Rules vs. Scripts
l A template is not just a re-usable component ● It is a “Rule generator”
l If you need to have a re-usable Rule or Formula, use a Rule or Formula
Document Better
Document Better: Rules
Document Better: Ruleset
Document Better: Formula
Document Better: Script
Document Better: Add Comments
Document Better: Add Comments
Print Function
l Use the Print function to deliver: ● high quality ● Up to date
Print Function
Questions anyone?
Tiny Print Promo Code: TPF3Z7XXBD Wedding Paper Divas Promo Code: WPD4AXB36B Contacts: [email protected] [email protected]
TIPS & TRICKS
Formulas
l Create IF statements directly in formulas ● And avoid to use the ‘Condition’ component
l Add commands in Formulas: ● @CALCMODE (BLOCK), @CALCMODE
(BOTTOMUP)
l Copy and Paste ● Entire sets of formulas
Use Rulesets
l Helps keep rules targeted to one specific task
l Can be assigned to a Planning Menu, task list
WHAT IS CALC MANAGER?
Official Definition
You use Calculation Manager to create, validate, deploy, and administer sophisticated calculations that solve Oracle Hyperion Financial Management, Oracle Hyperion Planning, and Oracle Essbase business problems. Calc Manager Admin Guide page 17.
Use of Graphical Interface
0%
10%
20%
30%
40%
50%
60%
70%
Never Convert to Graphical Graphical all the way
Use Custom Templates
Yes, 5%
No, 95%
Favorite Features
● Disable Item
● Rules are neatly organized by Plan Type
● No need to deal anymore with Locations
● Possibility to reuse an entire Rule within a Rule
● Debug mode
Deployment Demystified
Types of Deployments
l Partial Deployment: one or more Business Rules or RuleSets
l Full Deployment: deploy all Business Rules and RuleSets
l Planning Deploy: clear all Rules, RuleSets, and Variables
The Deployment View