hyperion essbase calculation scripts presentation

8/11/2019 Hyperion essbase Calculation Scripts Presentation

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UNIT 3

Calculation Script Architecture


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Topics

When to use calc scripts

Calc Script Editor and online help

Database, dimension and member calculations Focus calculations

Generate member lists

Boolean functions Mathematical functions


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Introducing Calc Scripts

Components of calc scripts

Calc Script Editor and online Help

Commands and functions


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Using Calc Script Editor (Demo)


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Using Essbase Documentation(Demo)

Essbase manuals

Product online Help

HTML formatted documentation Techn ical Reference


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Exercise 3-1:Explore Calc Script Editor and

Online Help


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Exploring Essbase Calc ScriptFunctionality

Functional command and functions

Control flow commands (focus)

Macro functions Conditional commands

Boolean functions

Operators Math functions


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Using Functional Commands

CALC ALL

CALC DIM

MEMBER CALC Other CALC script commands


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(CALC ALL)

Low Level data loaded

Calculating the Database UsingCALC ALL

Entire database is calculated.

Data is calculated based on outlineconsolidations and member formulas.

Syntax:CALC ALL [EXCEPT DIM(dimList)| MBR(mbrList)];


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Calculating Dimensions UsingCALC DIM

Calculates a specified dimension or a list ofdimensions

Calculates first dimensions tagged as

Accounts and as Time

Calculates dense dimensions before sparse

Syntax:CALC DIM(Accounts);

(CALC DIM)

Low Level data loaded


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Calculating Members UsingMember Calc

Unary operators and equations

All database combinations for referencedmember

Syntax:MemberName ;


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Exercise 3-2:

Use Calc Functions


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Focusing Calculations

FIXENDFIX

IFELSEELSEIFENDIF

CROSS DIM OPERATOR ->


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Focusing Calculations UsingFixEndfix

Isolates a portion of the database

Syntax:FIX(mbrlist)

commands;

ENDFIX

FIX (East)


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Focusing Calculations UsingConditional Statements

IFENDIF

IFELSEENDIF

IFELSEIFENDIF IFELSEIFELSEENDIF


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Focusing Calculations UsingIF...ENDIF

Performs conditional tests before performing a

calculation

Commission (IF(Sales > 200000)Commission = Sales * .012 ;

ENDIF)

IF condition is TRUE then do statement.

IF condition is FALSE, then skip statement.


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Focusing Calculations UsingELSEIFELSE

Performs conditional test if IF statement is FALSE

Commission

(IF(Sales >= 200000)

Commission = Sales * .12;

ELSEIF (Sales >= 100000)

Commission = Sales * .098;

ELSE Commission = Sales * .05;

ENDIF)


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Focusing Calculations Using CrossDim

A pointer to data values of specific member

combinations

Syntax:-> Sales->Jan->Actual


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Exercise 3-3:

Focus Calculations


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Generating Lists Using MacroFunctions

Family

@CHILDREN

@DESCENDANTS

@SIBLING @RELATIVE

Generation and level

@GENMBRS

@LEVMBRS

Others

@UDA

@MATCH


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Generating Lists Using@ICHILDREN

Includes the specified member and all

members in the level immediately below the

specified member

Given this outline

FIX(@ICHILDREN(West))

ENDFIX

Applies calculations tothe following:

West, California, Oregon


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Generating Lists Using@IDESCENDANTS

Includes the specified member and either all

descendants or only the descendants down to

a specified generation or level.

Given the outline

FIX(@IDESCENDANTS(WEST))

ENDFIX

returns the following:West,California,San Diego,San

Francisco, Los Angeles, Chico,

Oregon


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Generating Lists Using @UDA

Generates a list of members that have the

referenced UDA

Given the outline,

FIX(@UDA(MARKET,Small Market))

ENDFIX

applies calculations tothe following:

Connecticut, New Hampshire, and South


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Generating Lists Using @MATCH

Allows you to perform a wild-card search formembers

100-10

100-20

200-10

200-30

300-20

Given the following members

FIX(@MATCH(PRODUCT,???-10))

ENDFIX

Returns the following:100-10,200-10


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Exercise 3-4:

Using Macro Functions


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Testing for Values Using BooleanFunctions

@ISDESC

@ISMBR

@ISLEV

Logical connectors


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Testing for Values Using@ISDESCENDANTS

Tests member during calculation to determine

appropriate formula for payroll

Payroll(If (@ISDESC(East) OR @ISDESC (West))

Payroll = Sales * .15;

ELSEIF (@ISDESC (Central))


ELSE


ENDIF)


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Testing for Values Using @ISMBR

Tests to see if a member is present for a

specific calculation

Fix (East)

Commission

( If (@ISMBR(New York:

New Hampshire))

Commission =

Commission * 1.25 ;

Endif )

Endfix


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Testing for Values Using @ISLEV

Tests to see if a member is present for a

specific calculation

If the calculation is

positioned on New York:

@ISLEV(Market,0)

is TRUE and

@ISLEV(Market,1)

is FALSE


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Using Logical Connectors withBoolean Functions

AND

OR

NOT


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Exercise 3-5:

Using Boolean Functions


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@VAR

@TRUNCATE

@MIN

@MOD

Transforming Values with MathFunctions

@VARPER

@ROUND

@MAX

@ABS


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Transforming Values with @VARand @VARPER

@VAR

Calculates the variance(difference) between the

values of two members

@VAR(Actual,Budget)

@VARPER

Calculates the variance(difference) percent

between the values of twomembers

VARPER(Actual,Budget)


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Transforming Values with@TRUNCATE and @ROUND

@TRUNCATE

Removes the fractionalpart of an expression

and returns the integer.

Total_Sales =

@TRUNCATE(

@SUM(Direct_Sales:

Other_Sales));

@ROUND

Rounds an expressionto the nearest whole

number or to a

specifically decimal

Profit =

@ROUND("Profit_%);


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Transforming Values with @MINand @MAX

@MIN

Returns the minimumvalue among the results

of an expressionQtr1 = @MIN(Jan:Mar) ;

@MAX

Returns the maximumvalue among the results

of an expression

Qtr1 = @MAX(Jan:Mar) ;


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Transforming Values with @MOD

Calculates the modulus (the remainder) of adivision operation

Factor = @MOD("Margin %", "Profit %");

Margin % = Dividend

Profit % = Divisor


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Transforming Values with @ABS

@ABS returns the absolute value of anexpression.

Variance = @ABS(Actual-Budget) ;

The absolute value turns negative numbersinto positive numbers:

@ABS(-5) = 5

@ABS(+5) = 5


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Exercise 3-6:

Math Functions


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Test Your Understanding

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