D67955GC10_ag.pdf

Oracle Essbase 11.1.2: Calculate Block Storage Databases

Activity Guide

D67955GC10

Edition 1.0

December 2010

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Copyright © 2010, Oracle and/or it affiliates. All rights reserved.

Disclaimer

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AuthorLisa Alexander

Technical Contr ibutors and ReviewersDave CollinsFrank LaffeyMike NaderSergiy PecherskyyAneel ShenkerStan Ziolkowski

EditorSusan Moxley

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Table of Contents 0

Exercises

Lesson 1: Essbase Overview

Exercise 1.1 Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Exercise 1.2 Accessing Administration Services Console . . . . . . . . . . . . . . . . . . . . . . 3

Lesson 3: Calculation Script Basics

Exercise 3.1 Troubleshooting Intelligent Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Lesson 4: Dynamic Calculation Overview

Exercise 4.1 Eliminating Back Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Lesson 5: Developing and Testing IF and FIX Calculation Scripts

Exercise 5.1 Optimizing Script Calculation Performance . . . . . . . . . . . . . . . . . . . . . . . 7Exercise 5.2 Creating Complex Conditionals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Lesson 6: Copying and Clearing Data

Exercise 6.1 Creating a Baseline Forecast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Exercise 6.2 Clearing Bad Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Lesson 7: Developing Advanced Calculations

Exercise 7.1 Creating a Working Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Exercise 7.2 Calculating a Rolling Average . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Lesson 8: Developing Analytic Calculations

Exercise 8.1 Averaging Sales Risks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

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Lesson 9: Multidimensional Dynamic Calculations

Exercise 9.1 Optimizing with Dynamic Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Lesson 10: Normalizing Data

Exercise 10.1 Loading Data to Upper-Level Members . . . . . . . . . . . . . . . . . . . . . . . . . 21Exercise 10.2 Developing a Normalization Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Exercise 10.3 Copying Rates and Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Lesson 11: Performing Advanced Allocations

Exercise 11.1 Allocating Other Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Exercise 11.2 Optional: Tuning the Budget Calculation . . . . . . . . . . . . . . . . . . . . . . . . 27Exercise 11.3 Optional: Creating a Multilevel Allocation. . . . . . . . . . . . . . . . . . . . . . . . 28Exercise 11.4 Creating Multiple-Database Calculations . . . . . . . . . . . . . . . . . . . . . . . . 30

Exercise Solutions

Lesson 1: Essbase Overview

Solution 1.1 Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Solution 1.2 Accessing Administration Services Console . . . . . . . . . . . . . . . . . . . . . 35

Opening Administration Services Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Exploring the Navigation Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Verifying a Database Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Lesson 3: Calculation Script Basics

Solution 3.1 Troubleshooting Intelligent Calculation . . . . . . . . . . . . . . . . . . . . . . . . . 37Reviewing the Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Modifying the Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Lesson 4: Dynamic Calculation Overview

Solution 4.1 Eliminating Back Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Reviewing the Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Modifying the Sales Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Modifying CalcAll.csc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

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Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Lesson 5: Developing and Testing IF and FIX Calculation Scripts

Solution 5.1 Optimizing Script Calculation Performance . . . . . . . . . . . . . . . . . . . . . . 47Reviewing the Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Modifying the Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Solution 5.2 Creating Complex Conditionals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Creating the Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Lesson 6: Copying and Clearing Data

Solution 6.1 Creating a Baseline Forecast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Creating the Calculation Script. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Extra Credit: Forecasting Units Based on Trends . . . . . . . . . . . . . . . . . . . . . . . . . 53

Solution 6.2 Clearing Bad Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Creating the Calculation Script. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Lesson 7: Developing Advanced Calculations

Solution 7.1 Creating a Working Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Creating Substitution Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Copying Data into the Working Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Solution 7.2 Calculating a Rolling Average . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Creating a Rolling Average Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Modifying the Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Copying the Formula to the Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Lesson 8: Developing Analytic Calculations

Solution 8.1 Averaging Sales Risks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Setting up a Calculated Text Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Essbase 11.1.2 Calculate Block Storage Databases v

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Lesson 9: Multidimensional Dynamic Calculations

Solution 9.1 Optimizing with Dynamic Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Creating a Test Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Modifying the DynSales Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Adding DynCalc to Private Connections in Smart View . . . . . . . . . . . . . . . . . . . . . 65Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Lesson 10: Normalizing Data

Solution 10.1 Loading Data to Upper-Level Members . . . . . . . . . . . . . . . . . . . . . . . . . 68Creating a Clear Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Loading and Calculating Multilevel Inputs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Modifying the Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Loading and Calculating Level 0 Inputs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Modifying the Calculation Script for Leaf-Node Loads . . . . . . . . . . . . . . . . . . . . . . 71

Solution 10.2 Developing a Normalization Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Solution 10.3 Copying Rates and Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Creating a Normalization Script: List Price. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Testing List Price Normalization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Completing the Normalization Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Testing Normalization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Lesson 11: Performing Advanced Allocations

Solution 11.1 Allocating Other Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Modifying the Budget Calculation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Running a Calculation Test Cycle and Viewing the Calculation Log . . . . . . . . . . . 78Modifying the Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Testing the Normalization Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Solution 11.2 Optional: Tuning the Budget Calculation . . . . . . . . . . . . . . . . . . . . . . . . 80Adding Variables and Replacing Repetitive Code . . . . . . . . . . . . . . . . . . . . . . . . . 80Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Solution 11.3 Optional: Creating a Multilevel Allocation. . . . . . . . . . . . . . . . . . . . . . . . 83Adding Multilevel Allocations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Solution 11.4 Creating Multiple-Database Calculations . . . . . . . . . . . . . . . . . . . . . . . . 87Creating a Location Alias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Calculating Across Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Testing the Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

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Overview

This section contains hands-on exercises that you will work on throughout this course. Exercises are grouped by lesson.

Your instructor may choose to perform some exercises with you in demonstration format. Therefore, you may not be required to complete all exercises. It is, however, important that you complete all exercises as requested by the instructor, as many exercises build upon other exercises.

There are no exercises for Lesson 2, Calculation Overview.

Lesson 1 Essbase Overview

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Exercise 1.1 Starting Services

In this exercise, you start the necessary services for the class learning activities.

1. From the Managing Services folder on the Windows Desktop, double-click StartServices.

The following message is displayed: "Are you sure you want to START all Oracle/Hyperion Services?"

2. Click Yes.

A process window displays the services that are starting. When the process finishes, the following message is displayed: "All Oracle/Hyperion Services started. Your environment is now ready for your class. Enjoy!"

3. Click OK to close the dialog box.

Wait 3–5 minutes after the window closes before continuing to the next step, so that the services do not cause false failure messages.

4. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then epmsystem1, and then EPM System Diagnostic.

The Oracle EPM System diagnostic report is displayed in the first column, and PASSED or FAILED is displayed for each service.

5. Perform one of the following actions:

• If all services display a PASSED status, close the report. You successfully completed the exercise.

• If any service displays a FAILED status, close the report, and proceed to step 6.

6. From the Managing Services folder on the Windows Desktop, double-click Services.

The Services window is displayed.

7. Verify that the following services have a status of "Started":

- Hyperion Administration Services - Web Application

- Hyperion Foundation Services - Managed Server

- Hyperion Provider Services - Web Application

- Hyperion Studio Service BPMS bpms1

2 Essbase 11.1.2 Calculate Block Storage Databases

1 Essbase Overview

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- Oracle Process Manager (ohsInstance3193331783)

- Oracle Process Manager (EPM_epmsystem1)

- OracleOraDb11g_home1TNSListener

- OracleServiceORCL

NOTE: If any services failed to start, alert your instructor.

8. Close the Services window.

Exercise 1.2 Accessing Administration Services Console

Perform the following tasks to familiarize yourself with Administration Services Console:

1. Open Administration Services Console (with user name admin and password hyperion)

2. Explore the navigation hierarchy: Navigate to the list of Essbase Servers, and open a database outline.

3. Verify the database outline before closing the database outline.

Lesson 2

Essbase 11.1.2 Calculate Block Storage Databases 3

Lesson 3 Calculation Script Basics

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Exercise 3.1 Troubleshooting Intelligent Calculation

The BigCalc Sales database has a calculation script that returns incorrect results. In this exercise, you troubleshoot the calculation script.

1. In Administration Services Console, review IntCalc.csc (located under BigCalc Sales). Answer the following questions:

• What calculations must each section of the script accomplish?

• How many calculation passes are required for the script to fully calculate?

• Will the intelligent calculator affect how the script runs?

2. Test the calculation script:

a. Run ResetData.bat (located in c:\CF\EssCalcs\Scripts) to clear and reload data.

b. Execute IntCalc.csc.

c. Open BasicCalcs.xls (located in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).

d. Refresh the IntelligentCalc worksheet to view calculation results. Notice the incorrect results in Qtr 1 for the input rate accounts.

e. Open the BigCalc application log to view calculation messages.

3. Modify, save, and test IntCalc.csc:

a. Modify the script to accomplish the following tasks:

• Execute the back-calculation section of the script.

• Mark calculated data blocks clean at the end of the calculation process.

b. Save IntCalc.csc.

c. Repeat step 2 to test your calculation results.


4 Dynamic Calculation Overview

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Lesson 4 Dynamic Calculation Overview

Exercise 4.1 Eliminating Back Calculation

You want to improve calculation performance in the BigCalc Sales database. Because back calculation can more than double the time required to run a calculation script, eliminating back calculation can significantly improve your calculation performance.

1. In Administration Services Console, review CalcAll.csc (located under BigCalc Sales). Answer the following questions:



2. Modify the Sales outline in such a way that the back-calculation section of the CalcAll script is no longer necessary.

Hints:

• Open Dynamic.xls (located in c:\CF\EssCalcs\Dynamic). As you add new members to your outline, use the ShadowRates worksheet as a guide for what names to use.

• Prevent input rates from aggregating across dimensions.

• Follow the guidelines for user-friendly modeling: Move input rates to the Input branch of the Accounts dimension. (Moving input rates can affect hierarchy-based calculations and may require additional formulas to be added to the outline.)

NOTE: This exercise has many possible solutions.

3. Modify CalcAll.csc:

a. Remove the back-calculation section of the script.

b. Save it as CalcDyn.csc.


a. Run ResetData.bat to clear and reload data.

b. Execute CalcDyn.csc.



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d. Refresh the ShadowRates worksheet and compare your results to the following figure, or open BasicCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the ShadowRates worksheet:


5 Developing and Testing IF and FIX Calculation Scripts

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Lesson 5 Developing and Testing IF and FIX Calculation Scripts

Exercise 5.1 Optimizing Script Calculation Performance

Bigcorp forecast analysts want to improve the performance of a calculation script that assigns list prices to products in each product line. In this exercise, you improve the calculation performance of a prebuilt calculation script.

1. In Administration Services Console, review PriceFIX.csc (located under BigCalc Sales). Answer the following questions:



• Will the intelligent calculator affect how the script runs?


a. Run ResetData.bat (located in c:\CF\EssCalcs\Scripts) to clear and reload data.

b. Execute PriceFIX.csc.

c. Open the BigCalc application log to view calculation messages and write down the total calculation time.

d. Open BasicCalcs.xls (located in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).

e. Refresh the Prices worksheet to view calculation results.

Verify that prices for each product line match the global list prices at the bottom of the report.

3. In Administration Services Console, modify the PriceFIX script:

a. Reduce the number of calculation passes by substituting IF logic for the multiple fixes.

b. Save the script as PriceIF.

c. Repeat step 2 to test the performance of the modified script.



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Exercise 5.2 Creating Complex Conditionals

Bigcorp forecast analysts want to assign discount percentages to customers based on the number of forecasted units. The percentages must also differ by sales channel.

1. Create and save a calculation script:

a. Create a script to calculate the business rules in the following table:

Forecasted Units Forecasted Discount Percentage

Less than 300 • OEM customers: 6%

• Retail customers: 4.5%

• Distributor customers: 5.5%

Between 300 and 499 • OEM customers: 10%

• Retail customers: 7%

• Distributor customers: 9%

500 and over • OEM customers: 15%

• Retail customers: 12%

• Distributor customers: 13%

b. Save the script as DiscFcst.csc.



b. Execute DiscFcst.csc.




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d. Refresh the Discount% worksheet and compare your results to the following figure, or open BasicCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the Discount% worksheet:


Lesson 6 Copying and Clearing Data

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Exercise 6.1 Creating a Baseline Forecast

Bigcorp forecast analysts have already created forecasts for May through August. They want to create a baseline forecast from existing actual data for the remaining months of the year.

1. Create a script called BaseFcts.csc that accomplishes the following tasks:

a. Copies Sep through Dec prior year actual data to the Forecast scenario

b. Increases Sep through Dec forecast prices by 10%



b. Execute BaseFcst.csc.

c. Open AdvancedCalcs.xls (located in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).

d. Refresh the Forecast worksheet and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the Forecast worksheet:


6 Copying and Clearing Data

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3. Extra credit:: Forecasting Units Based on Trends

• Add a section to the script to forecast Sep-Dec units, based on a linear regression trend of forecast and actual data from Jan-Aug.

Hints:

• Before calculating the trend, you must first copy current year Jan-Apr units data into the Forecast scenario.

• Use the linear regression method with the @TREND function.

• Read the description of the @TREND function in the Oracle Essbase Technical Reference.

• In the @TREND function, you do not need to provide any of the following optional lists:

- Xlist (underlying variable values)

- weightList (weights for the data points)

- errorList (differences between the data points)

- XforecastList (underlying variable values for forecasted data)

• After testing your calculation, refresh the ForecastEX worksheet in AdvancedCalcs.xls to check your results against the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the ForecastEX worksheet:



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Exercise 6.2 Clearing Bad Data

In April, the customer O-Apple decided to stop ordering Roadranger 170 A hard drives, effective in May. Bigcorp analysts want you to clear all forecasted data for the customer-product combination during the months May-Dec.

1. Create a calculation script that clears May-Dec forecasted data from the combination of O-Apple and Roadranger 170 A. Save the script as ClearDat.csc.



b. Execute ClearDat.csc.

c. Open AdvancedCalcs.xls (located in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).



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d. Refresh the ClearData worksheet and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the ClearData worksheet:

NOTE: In a production environment, as a follow-up to clearing data, you would also modify input files or create rejection rules in your rules files to prevent bad data from being reloaded.


Lesson 7 Developing Advanced Calculations

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Exercise 7.1 Creating a Working Scenario

Each month Bigcorp forecast analysts require a working scenario that displays actual data from January through the prior month and forecast data from the current month through December.

Complete the following tasks to facilitate the required analysis:

1. Create the substitution variables for the BigCalc Sales database as described in the following table:

Variable Name Variable Value

CurrentMonth May

PriorMonth Apr

2. Create a script that copies data into the Working scenario:

a. Copy Current Year data into Working for Jan through the prior month.

b. Copy Forecast data into Working for the current month through Dec.

c. Save the script as Working.csc.



b. Execute BaseFcst.csc and then Working.csc.

NOTE: Running the reset script clears the forecast data calculated by the BaseFcst script. Thus, you must recalculate the forecast before copying it to the Working scenario.

c. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).


7 Developing Advanced Calculations

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d. Refresh the Working worksheet and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the Working worksheet:

Exercise 7.2 Calculating a Rolling Average

For unit sales, Bigcorp finance analysts require a six-month rolling average calculation that spans the Prior Year and Current Year scenarios.

1. Create a calculation script called RollAvg.csc that calculates the account Rolling 6 Avg Units as the average of units for the current month and the prior five months.

Hints:

• Because time-related members exist in multiple dimensions, your average must be cross-dimensional.

• The @XRANGE function creates a range of multidimensional members, but requires modification of your outline to work properly.

• This exercise has many possible solutions.

2. If you used @XRANGE in your calculation script, modify your scenario dimension so the scenarios are in chronological order.



b. Execute RollAvg.csc.

c. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).



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d. Refresh the RollingAverage worksheet and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the RollingAverage worksheet:

4. Copy the formula to the outline:

a. Copy the formula from the calculation script.

b. In the BigCalc Sales outline, open the Member Properties for Rolling 6 Avg Units and paste the formula into the formula editor.

c. Save the outline. If prompted, discard all data.


8 Developing Analytic Calculations

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Lesson 8 Developing Analytic Calculations

Exercise 8.1 Averaging Sales Risks

Before the next sales cycle, Bigcorp decided to identify its riskiest customers to best allocate limited risk mitigation resources. In this exercise, you modify an existing text measure to calculate sales risk averages for all customer channels.

1. In the BigCalc Sales outline, modify the calculated text measure Sales Risk Avg based on the properties in the following table:

Member Property Value

Type Text

Select Text List Sales Risk Levels

Data Storage Dynamic Calc

Formula Level 1 customers: Sales Risk Avg is an average of Sales Risk across all children of the current customer.

Level 0 customers: Sales Risk Avg is equal to Sales Risk.

2. Test the calculation:


NOTE: Because Sales Risk Avg is dynamic, a calculation script is not required to view the calculation results.

b. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).



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c. Refresh the SalesRiskAvg worksheet and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the SalesRiskAvg worksheet:


9 Multidimensional Dynamic Calculations

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Lesson 9 Multidimensional Dynamic Calculations

Exercise 9.1 Optimizing with Dynamic Calculation

You want to optimize your data block size by dynamically calculating dense calculations. In this exercise, you apply dynamic calculations wherever appropriate to members of dense dimensions, and then test your calculation results. This exercise has many possible solutions.

1. In Administration Services Console, create a test application:

a. Copy the BigCalc application and name it DynCalc.

b. Rename the DynCalc Sales database DynSales.

2. Modify the DynSales outline to include dynamic calculations wherever appropriate, and save the outline.

3. From Excel, open the Smart View panel and add the DynSales database to your list of private connections.


a. Run ResetDynamic.bat to clear, reload, and calculate data.

NOTE: ResetDynamic.bat automatically calculates the CalcDyn calculation script after clearing and reloading data.

b. Open Dynamic.xls (in c:\CF\EssCalcs\Dynamic). If prompted, enter your user credentials (user name admin and password hyperion).

c. Select the Aggressive worksheet, and set localhost_DynCalc_DynSales as the active connection.



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d. Refresh the worksheet and compare your results to the following figure, or open Dynamic_Solutions.xls (in c:\CF\EssCalcs\Calcs\Dynamic) and compare your results to the Aggressive worksheet:


10 Normalizing Data

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Lesson 10 Normalizing Data

Exercise 10.1 Loading Data to Upper-Level Members

The Bigcorp management team wants to load current year Other CGS measures to the total of all products and all customers, rather than deriving and loading level 0 data. In this exercise, you use the BigCalc Sales database to test different methods of loading upper-level data and you modify CalcDyn.csc, as necessary, to return correct calculation results at all levels.

1. Create a calculation script that clears all data in the BigCalc Sales database. Save the file as ClearAll.csc.

2. Use UpperLevel.xls (in c:\CF\EssCalcs\Normalize) to load and calculate multilevel input data:

a. Calculate ClearAll.csc to clear the Sales database.

b. Submit the data on the Multilevel Input worksheet.

c. Run CalcDyn.csc (you are testing an existing calculation against new input data to see if it returns correct results).

d. Refresh the Multilevel Audit worksheet to view the calculation results.

e. Examine the Comparison formulas section, and determine where calculated data is incorrect.

NOTE: If calculations are correct, the following message is displayed in cell B3: No Calculation Errors.

3. Modify the calculation script:

a. Save CalcDyn.csc as CYMulti.csc.

b. Modify the script to correct the calculation issues and limit the calculation to only Current Year data.

c. Repeat step 2 to test the changes.

4. Use UpperLevel.xls (in c:\CF\EssCalcs\Normalize) to load and calculate level 0 input data:

a. Calculate ClearAll.csc to clear the Sales database.



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b. Submit the data on the Level 0 Input worksheet.

c. Run CalcDyn.csc (you are testing an existing calculation against new input data to see if it returns correct results).

d. Refresh the Level 0 Audit worksheet to view the calculation results.

e. Examine the Comparison formulas section, and determine where calculated data is incorrect.

NOTE: If calculations are correct, the following message is displayed in cell B3: No Calculation Errors.

5. Modify the calculation script:

a. Save CalcDyn.csc as CYLev0.csc.

b. Modify the script to optimize calculation: aggregate missing values and calculate only Current Year data.

c. Repeat step 2 to test the changes.

Exercise 10.2 Developing a Normalization Table

Bigcorp budget analysts want to load budget data to upper-level members. You must create a complex script for budget data. Before creating your script, you plan the normalization process based on sample input data.

1. Open Budget.xls (in c:\CF\EssCalcs\Normalize).

2. Select the Normalization Table worksheet.

3. Based on the input sheets in Budget.xls, complete the normalization table.

Exercise 10.3 Copying Rates and Drivers

Based on the input data in Budget.xls and the normalization table that you developed in the preceding exercise, you create a script to normalize rates and drivers.

1. Create a normalization script for DynCalc DynSales:

a. Modify CalcDyn.csc to accomplish the following tasks:

• Calculate only Budget data.


10 Normalizing Data

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• Copy List Price down to level 0 blocks.

b. Validate the script and save it as Budget.csc.

2. Test List Price normalization:

a. Run LoadBudget.bat (in c:\CF\EssCalcs\Scripts) to clear and reload input data.

b. In Budget.xls, select the AuditCalcs worksheet.

c. If necessary, open the Smart View panel and double-click the DynSales database to connect.

d. Calculate Budget.csc, and refresh the worksheet.

e. Observe the calculation results: Why is no data returned for List Price?

3. Complete the normalization script. Modify Budget.csc to accomplish the following tasks:

• Create level 0 Budget data blocks.

• Provide current year units data for budget calculations.

• Normalize all rates and drivers.

4. Test the normalization script:

a. Run LoadBudgetAct.bat (in c:\CF\EssCalcs\Scripts) to clear and reload budget and actual input data.






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e. Compare your results to the following figure, or open Budget_Solutions.xls (in c:\CF\EssCalcs\Normalization\Complete) and compare your results to the AuditCalcs worksheet:


11 Performing Advanced Allocations

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Lesson 11 Performing Advanced Allocations

Exercise 11.1 Allocating Other Costs

In this exercise, you complete the budget calculation by adding a section to allocate other costs.

Keep the following points in mind:

• The allocation base must be aggregated before the ratios are calculated.

• Calculations for stored members should not be dependent on Dynamic Calc members. If they are, consider changing the Dynamic Calc members to stored members.

1. Modify Budget.csc. Add a section to the normalization process that allocates other costs based on the criteria in the following table:

Accounts Allocation Basis

Material Variances % of Units

Labor Variances % of Units

Overhead Variances % of Units

Obsolete Charges % of Net Sales

Inventory Adjustments % of Net Sales

2. Run a calculation test cycle and view the calculation log:

a. Run LoadBudgetAct.bat to clear and reload actual and budget input data.

b. In Administration Services Console, calculate Budget.csc.

c. Open the application log for DynCalc and scroll to the end of the log.

d. Observe the warning messages relating to Net Sales, for example:

Regular member [Inventory Adjustments] depends on dynamic-calc member [Net Sales].

3. Modify the outline:

a. In the DynSales outline, change Net Sales to a stored member.

b. Save the outline.

4. Test the normalization script:



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e. Compare your results to the following figure, or open Budget_Solutions.xls (in c:\CF\EssCalcs\Normalization\Complete) and compare your results to the AuditCalcs2 worksheet:



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Exercise 11.2 Optional: Tuning the Budget Calculation

The allocations in the budget calculation contain sections of repetitive code, which increases the chances of user error when creating the script. In this exercise, you replace repetitive code with variables.

1. Add variables and replace repetitive code in Budget.csc:

a. Declare script variables AllocUnits and AllocSales in the Housekeeping section of the script.

b. In the allocation section of the script, assign values to the two variables. Each variable stands for an allocation ratio.

c. In the formulas for the Other CGS accounts, replace the allocation ratios with script variables.

d. Validate the script and save it as BudgetA.csc.

TIP: Remember that script variables must be used inside a calculation member block, similar to IF statements.

2. Test the modified script:




d. Calculate BudgetA.csc, and refresh the worksheet.



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Exercise 11.3 Optional: Creating a Multilevel Allocation

Bigcorp budget analysts changed the business logic for the allocation of Labor Variances. In this exercise, you create a multilevel allocation for Labor Variances.

1. Add multilevel allocations to Budget.csc:

a. Modify the allocation for Labor Variances to complete the following calculation steps:

• Allocate data to the children of Family Total based on an even split between the children that have data.



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• Allocate data from the children of Family Total down to level 0 members based on the percentage of total units in the respective product family.

b. Save Budget.csc as BudgetB.csc.

2. Test the modified script:




d. Calculate BudgetB.csc, and refresh the worksheet.




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Exercise 11.4 Creating Multiple-Database Calculations

Bigcorp tax analysts maintain a separate database, BigTax Taxes, to store tax rates and other tax-related information. Bigcorp forecast analysts want to calculate the projected tax based on the gross margin stored in DynSales and the U.S. tax rate stored in BigTax Taxes.

1. In the DynCalc DynSales database, create a location alias of Taxes for the BigTax Taxes database.

2. Create a cross-database calculation script called Taxes.csc that accomplishes the following tasks:

• Turns intelligent calculation off.

• Calculates Projected Tax for all scenarios as gross margin times the current US tax rate stored in the TR0003 account in BigTax Taxes.


a. Run ResetDynamic.bat to clear, reload, and calculate input data.

b. Open Taxes.xls (in c:\CF\EssCalcs\Normalize) and select the ProjectedTax worksheet.

c. Set DynCalc as the active connection.

d. Calculate Taxes.csc and refresh the worksheet.



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e. Compare your results to the following figure, or open Taxes_Solutions.xls (in c:\CF\EssCalcs\Normalization\Complete) and compare your results to the Projected Tax worksheet:



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Exercise Solutions

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Overview

This section contains step-by-step solutions to successfully complete all exercises. Solutions are grouped by lesson.

There are no solutions for Lesson 2, Calculation Overview.


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Solution 1.1 Starting Services

In this exercise, you start the necessary services for the class learning activities.

1. From the Managing Services folder on the Windows Desktop, double-click StartServices.

The following message is displayed: "Are you sure you want to START all Oracle/Hyperion Services?"

2. Click Yes.

A process window displays the services that are starting. When the process finishes, the following message is displayed: "All Oracle/Hyperion Services started. Your environment is now ready for your class. Enjoy!"

3. Click OK to close the dialog box.

Wait 3–5 minutes after the window closes before continuing to the next step, so that the services do not cause false failure messages.

4. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then epmsystem1, and then EPM System Diagnostic.

The Oracle EPM System diagnostic report is displayed in the first column, and PASSED or FAILED is displayed for each service.

5. Perform one of the following actions:

• If all services display a PASSED status, close the report. You successfully completed the exercise.

• If any service displays a FAILED status, close the report, and proceed to step 6.

6. From the Managing Services folder on the Windows Desktop, double-click Services.

The Services window is displayed.

7. Verify that the following services have a status of "Started":

- Hyperion Administration Services - Web Application

- Hyperion Foundation Services - Managed Server

- Hyperion Provider Services - Web Application

- Hyperion Studio Service BPMS bpms1


1 Essbase Overview

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- Oracle Process Manager (ohsInstance3193331783)

- Oracle Process Manager (EPM_epmsystem1)

- OracleOraDb11g_home1TNSListener

- OracleServiceORCL

NOTE: If any services failed to start, alert your instructor.

8. Close the Services window.

Solution 1.2 Accessing Administration Services Console

Opening Administration Services Console

1. Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Administration Services, and then Start Administration Services Console.

The Administration Services Console login prompt is displayed.

2. Enter the following information:

• Server: localhost

• Username: admin

• Password: hyperion

3. Click OK.

Administration Services Console is displayed.

Exploring the Navigation Hierarchy

1. Select the Enterprise View tab (Ctrl+Shift+E).

2. Expand Essbase Servers, then localhost, then Applications, then Sample, and then Basic.

A list of database objects is displayed.

3. Double-click the Outline node (Ctrl+Enter).

The Basic outline is displayed in the object window.



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Verifying a Database Outline

1. Click Verify.

The following message is displayed: "The outline verified successfully."

2. Click OK.

3. Select File, and then Close.

Lesson 2


3 Calculation Script Basics

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Solution 3.1 Troubleshooting Intelligent Calculation

Reviewing the Calculation Script

1. In Administration Services Console, expand the BigCalc application node.

2. Expand the Sales database node.

3. Expand the Calculation Scripts node.

4. Double-click IntCalc.csc.

5. Click Yes to lock the script while viewing.

IntCalc.csc is displayed in Calculation Script Editor.

6. Review the calculation script and answer the following questions:


• Housekeeping: Sets log messaging to a summary level

• Main rollup: Calculates all dimensions

• Back calculation: recalculates input rates across all data blocks

• How many calculation passes are required for the script to fully calculate? 2 (one pass for the main rollup, one pass for the back calculation)

• Will the intelligent calculator affect how the script runs? Yes

Testing the Calculations

1. In Windows Explorer, browse to c:\CF\EssCalcs\Scripts.

2. Double-click ResetData.bat to clear and reload data.

3. In Calculation Script Editor for IntCalc.csc, press F5.

The Execute Calculation Script dialog box is displayed.

4. Click OK to execute the calculation script.

5. Open BasicCalcs.xls (located in c:\CF\EssCalcs\Calcs). If prompted for user credentials, complete the following steps:

• For User Name, enter admin.



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• For Password, enter hyperion.

• Click Connect.

6. Select the IntelligentCalc worksheet and, on the Essbase ribbon, click Refresh.

Notice the incorrect results in Qtr 1 for the input rate accounts: List Price, Discount %, Labor/Unit, Matl/Unit, and Overhead Rate are all incorrectly aggregated across time.

7. In Administration Services Console, examine the calculation messages in the application log:

a. Right-click the BigCalc application node.

b. Select View, and then Log.

The Log Viewer Options dialog box is displayed.

c. Select Starting date, and click OK.

d. Scroll down in the application log until you see a block of messages starting with the text Received Command [Calculate] from user [admin@Native Directory] using [IntCalc.csc]. Examine the calculation messages in the log.

e. Close the Log Viewer window.

Modifying the Calculation Script

1. Modify the body of IntCalc.csc to match the following script:

/* Housekeeping */SET MSG SUMMARY;SET UPDATECALC OFF;

/* Main Rollup */CALC ALL;

/* Back Calculation */

/* Correct input rates */("List Price" = "Gross Sales" / Units;"Discount %" = "Discounts" / "Gross Sales";"Labor/Unit" = "Direct Labor" / Units;"Matl/Unit" = Material / Units;"Overhead Rate" = Overhead / "Direct Labor";"Gross Margin %";


3 Calculation Script Basics

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)

/* Mark calculated data blocks clean */SET CLEARUPDATESTATUS ONLY;CALC ALL;

2. In the File menu, select Save.

3. Repeat the steps under "Testing the Calculations" to test your calculation results.

4. Close Calculation Script Editor.



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Solution 4.1 Eliminating Back Calculation





4. Double-click CalcAll.csc.


CalcAll.csc is displayed in Calculation Script Editor.



• Housekeeping: Disables intelligent calculation, enables aggregation of missing values, and sets log messaging to a summary level

• Main rollup: Calculates all dimensions except scenario

• Back calculation: Recalculates input rates across all data blocks

• How many calculation passes are required for the script to fully calculate? 2 (one pass for the main rollup, one for the back calculation)

7. Close Calculation Script Editor.

Modifying the Sales Outline

1. Double-click the Sales outline node.

Outline Editor is opened.

2. Find List Price:

a. In the Edit menu, select Find members.

b. In the "Search for" text box, enter List Price, and click OK.

The Find Results tab and match message are displayed.

c. Click OK to close the message.



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d. On the Find Results tab, double-click List Price.

The Outline tab is displayed, and List Price is selected.

3. Move List Price to the Input branch:

a. In the Edit menu, select Cut.

b. In the Accounts dimension, select Input.

c. In the Edit menu, select Paste child.

The following message is displayed: Are you sure you want to move the selected member?

d. Click Yes.

4. Repeat steps 2 and 3 for the following members:

• Discount %

• Labor/Unit

• Matl/Unit

• Overhead Rate

5. Change the consolidation property for List Price:

a. Under Input, right-click List Price and select Edit member properties.

The Member Properties dialog box is displayed.

b. In the Consolidation drop-down list, select (^) Never.

c. Click OK.

6. Repeat step 5 for the following members:

• Discount %

• Labor/Unit

• Matl/Unit

• Overhead Rate

7. Add a shadow rate to the outline:

a. Right-click Gross Sales, and select Add child.

b. In the text box, enter Avg List Price and press Enter.

c. Press Esc to close the next text box.



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d. Open the Member Properties dialog box for Avg List Price.

e. In the Consolidation drop-down list, select (~) Ignore.

f. In the Data Storage drop-down list, select Dynamic Calc.

g. Select the Formula tab, and enter the following formula:

"Gross Sales" / "Units";

h. Click Verify to check the formula syntax.

The following message is displayed: Formula verified successfully. No syntax errors detected.

i. Click OK to close the message, and then click OK to close the Member Properties dialog box.

8. Repeat step 7 to add the remaining shadow rates to the outline based on the following table:

Member Parent Member Properties Member Formula

Avg Disc % Discounts Consolidation (~) Ignore

Data Storage: Dynamic Calc

Variance reporting expense: true

"Discounts" / "Gross Sales";

Avg Labor/Unit Direct Labor (under Cost of Sales)

Consolidation (~) Ignore



"Direct Labor" / "Units";

Avg Matl/Unit Material Consolidation (~) Ignore



"Material" / "Units";

Avg OH Rate Overhead Consolidation (~) Ignore



"Overhead" / "Direct Labor";



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9. Add formulas to outline members based on the following table:

Member Parent Member Formula

Gross Sales Net Sales Units * "List Price";

Discounts Net Sales "Gross Sales" * "Discount %";

Direct Labor Cost of Sales "Labor/Unit" * Units;

Material Cost of Sales "Matl/Unit" * Units;

Overhead Cost of Sales "Direct Labor" * "Overhead Rate";

10. Change the consolidation operator for the following members to Ignore (~):

• Units (under Gross Sales)

• Gross Sales (shared, under Discounts)

• Units (shared, under Direct Labor)

• Units (shared, under Material)

• Direct Labor (shared, under Overhead)

11. Change the data storage property for Gross Margin % to Dynamic Calc.



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12. Compare your completed outline to the following figures:

Gross Margin accounts:

Input accounts:

13. Click Save.

14. If prompted to restructure data, select Discard all data.

Modifying CalcAll.csc

1. Open CalcAll.csc.

2. Save CalcAll.csc as CalcDyn.csc.

3. Remove the back-calculation section of the script.

4. Verify CalcDyn.csc:



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a. In the Syntax menu, select Check syntax.

The following message is displayed: Syntax check was successful.

b. Click OK.

5. Save CalcDyn.csc.




3. Open BasicCalcs.xls, and select the ShadowRates worksheet (if prompted, enter your user credentials).

4. On the Essbase ribbon, click Calculate.

The Calculation Scripts dialog box is displayed.

5. In the script list, select CalcDyn, and click Launch.

The following message is displayed: CalcDyn was successful.

6. Click OK, and then Close to return to Smart View.

7. On the Essbase ribbon, click Refresh.



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8. Compare your calculation results to the following figure, or open BasicCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the ShadowRates worksheet:

9. Close Excel.



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Solution 5.1 Optimizing Script Calculation Performance





4. Double-click PriceFIX.csc.


PriceFIX.csc is displayed in Calculation Script Editor.



• Housekeeping: Sets log messaging to a summary level, disables intelligent calculation, aggregates missing values

• Baseline Fix: Limits the calculation to the Forecast scenario

• Normalization: Assigns prices to products by product line

• Main rollup: Calculates all dimensions

• Back calculation: Recalculates input rates across all data blocks

• How many calculation passes are required for the script to fully calculate? 6 (five for normalization, one for the main rollup)

• Will the intelligent calculator affect how the script runs? Yes (which is why it is disabled in the Housekeeping section)






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3. In Calculation Script Editor for PriceFix.csc, press F5.

The Execute Calculation Script dialog box is displayed.

4. Click OK to execute the calculation script.

5. Examine the calculation messages in the application log:

a. Right-click the BigCalc application node.

b. Select View, and then Log.

The Log Viewer Options dialog box is displayed.

c. Select Starting date, enter today’s date, and click OK.

d. Scroll down the application log until you see a block of messages starting with the text Received Command [Calculate] from user [admin@Native Directory] using [PriceFix.csc]. Examine the calculation messages in the log.

e. Write down the total calculation time.

6. Open BasicCalcs.xls (located in c:\CF\EssCalcs\Calcs). If prompted, enter your user credentials (user name admin and password hyperion).

7. Select the Prices worksheet and, on the Essbase ribbon, click Refresh.

Verify that prices for each product line match the global list prices at the bottom of the report.


1. Modify the body of PriceFIX.csc to match the following script:

/* Housekeeping */SET MSG SUMMARY;SET UPDATECALC OFF;SET AGGMISSG ON;

/* Baseline Fix */FIX(Forecast)

/* Normalization */

/* Assign prices to products by product line */"List Price"(IF(@ISDESC("LIGHTBOLT"))

"List Price" = "No Customer"->"No Product"->"LB Price";ELSEIF(@ISDESC("THUNDERBALL"))



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"List Price" = "No Customer"->"No Product"->"TB Price";ELSEIF(@ISDESC("ROADRANGER"))

"List Price" = "No Customer"->"No Product"->"RR Price";ELSEIF(@ISDESC("MAVRIDER"))

"List Price" = "No Customer"->"No Product"->"MV Price";ELSEIF(@ISDESC("FIREBRAND"))

"List Price" = "No Customer"->"No Product"->"FB Price";ENDIF)

/* Main Rollup */CALC DIM (Accounts, "Year Tot", Customer, Product);

/* Close out the Baseline Fix */ENDFIX

2. Save the script as PriceIF.csc.

3. Repeat the steps under "Testing the Calculations" to test the performance of the modified script.

Solution 5.2 Creating Complex Conditionals

Creating the Script

1. In Administration Services Console, in the navigation hierarchy, select the Sales database node.

2. In the File menu, select Editors, and then Calculation Script Editor.

Calculation Script Editor is displayed.

3. Create the following calculation script:

/* Housekeeping */SET UPDATECALC OFF;

/* Baseline Fix */FIX ("Forecast")

/* Assign values to Discount % */"Discount %"(IF (Units < 300)

IF (@ISCHILD ("OEM"))"Discount %" = .06;



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ELSEIF (@ISCHILD ("Retail"))"Discount %" = .045;

ELSEIF (@ISCHILD ("Distributor"))"Discount %" = .055;

ENDIFELSEIF (Units >= 300 AND Units < 500)




ENDIFELSE




ENDIFENDIF)

/* Close out Baseline Fix */ENDFIX

4. Save the script as DiscFcst.csc.


1. Run ResetData.bat to clear and reload data.

2. Execute DiscFcst.csc.

3. Open BasicCalcs.xls (in c:\CF\EssCalcs\Calcs) and select the Discount% worksheet. If prompted, enter your user credentials (user name admin and password hyperion).



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4. Refresh the worksheet, and compare your results to the following figure, or open BasicCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the Discount% worksheet:



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Solution 6.1 Creating a Baseline Forecast

Creating the Calculation Script



/* Baseline Fix */FIX (Sep:Dec)

/* Copy Budget data to Forecast scenario */DATACOPY "Prior Year" TO Forecast;

/* Increase Forecast prices */FIX ("List Price")

Forecast = Forecast * 1.1;ENDFIX


2. Verify the syntax of the script.

3. Save the script as BaseFcst.csc.



2. Execute BaseFcst.csc.

3. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs) and select the Forecast worksheet. If prompted, enter your user credentials (user name admin and password hyperion).



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4. Refresh the worksheet, and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the Forecast worksheet:

Extra Credit: Forecasting Units Based on Trends

1. Modify BaseFcst.csc to match the following script:


/* Baseline Fix */FIX ("Sep":"Dec")

/* Copy Budget data to Forecast scenario */DATACOPY "Prior Year" TO "Forecast";

/* Increase Forecast prices */FIX ("List Price")

"Forecast" = "Forecast" * 1.1;ENDFIX

/* Copy Jan-Apr Actual units to Forecast */FIX("Jan":"Apr", "Units")

DATACOPY "Current Year" TO "Forecast";ENDFIX

/* Trend calculation for Sep-Dec Units */FIX("Forecast")



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"Units" = @TREND("Jan":"Aug",,,,,"Sep":"Dec", LR);ENDFIX


2. Verify and save the changes to the script.

3. Repeat the instructions under "Testing the Calculations" to test your calculation, substituting the ForecastEX worksheet for Forecast. Check your results against the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the ForecastEX worksheet:

Solution 6.2 Clearing Bad Data

Creating the Calculation Script



/* Clear Roadranger 170 A data for O-Apple */FIX ("Forecast", "May":"Dec")

CLEARDATA "O-Apple"->"ROADRANGER 170 A";ENDFIX



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2. Verify the syntax of the script.

3. Save the script as ClearDat.csc.



2. Execute ClearDat.csc.

3. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs) and select the ClearData worksheet. If prompted, enter your user credentials (user name admin and password hyperion).



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4. Refresh the worksheet, and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the ClearData worksheet:

NOTE: In a production environment, as a follow-up to clearing data, you would also modify input files or create rejection rules in your rules files to prevent bad data from being reloaded.



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Solution 7.1 Creating a Working Scenario

Creating Substitution Variables

1. In Administration Services Console, in the navigation hierarchy, right-click the localhost Essbase Server node.

2. Select Edit, and then Variables.

The Substitution Variables dialog box is displayed.

3. In the first row, complete the following tasks:

• In the Application drop-down list, select BigCalc.

• In the Database drop-down list, select Sales.

• In the Variable text box, enter CurrentMonth.

• In the Value text box, enter May.

4. Click Set.

5. Repeat steps 3 and 4 to create the variable PriorMonth with a value of Apr.

6. Click Close.

Copying Data into the Working Scenario


/* Information

Before this calculation is executed, the baseline forecast must be created by running BaseFcst.csc.*/


/* Copy actual data into the Working scenario */FIX (Jan:&PriorMonth)

DATACOPY "Current Year" TO "Working";ENDFIX



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/* Copy forecast data into the Working scenario */FIX (&CurrentMonth:Dec)

DATACOPY "Forecast" TO "Working";ENDFIX

2. Verify the script and save it as Working.csc.



2. Execute BaseFcst.csc and then Working.csc.

NOTE: Running the reset script clears the forecast data calculated by the BaseFcst script. Thus, you must recalculate the forecast before copying it to the Working scenario.

3. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs) and select the Working worksheet. If prompted, enter your user credentials (user name admin and password hyperion).

4. Refresh the worksheet, and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the Working worksheet:



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Solution 7.2 Calculating a Rolling Average

Creating a Rolling Average Calculation



"Rolling 6 Avg Units" = @MOVAVG (

Units,6,@XRANGE ("Prior Year"->Jan, "Current Year"->Dec)

);


2. Verify the script and save it as RollAvg.csc.

Modifying the Outline

1. Open the BigCalc Sales outline.

2. Expand the Scenario dimension.

3. Right-click Prior Year and select Cut.

4. Right-click Scenario and select Paste child.

The following message is displayed: Are you sure you want to move the selected member?

5. Click Yes.

Prior Year and Current Year are displayed as the first and second children of Scenario, respectively.

6. Click Save.

The Restructure Database Options dialog box is displayed.

7. Select Discard all data and click OK.



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2. Execute RollAvg.csc.

3. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs) and select the RollingAvg worksheet. If prompted, enter your user credentials (user name admin and password hyperion).

4. Refresh the worksheet, and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the RollingAvg worksheet:

Copying the Formula to the Outline

1. In RollAvg.csc, select the formula for Rolling 6 Avg Units (select only the script to the right of the equal sign): @MOVAVG (Units, 6, @XRANGE ("Prior Year"->Jan, "Current Year"->Dec));

2. Right-click the selected text, and select Copy.



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3. In the BigCalc Sales outline, right-click Rolling 6 Avg Units (in the Accounts dimension under Analysis).

4. Select Edit member properties.


5. Select the Formula tab.

6. In the formula text box, right-click and select Paste.

7. Click Verify.

The following message is displayed: Formula verified successfully. No syntax errors detected.

8. Click OK.

9. Click OK to close the Member Properties dialog box.

10. Save the Sales outline. If prompted, discard all data.



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Solution 8.1 Averaging Sales Risks

Setting up a Calculated Text Measure

1. Open the BigCalc Sales outline, and expand the Accounts dimension.

2. Modify member properties for Sales Risk Avg:

a. In the Type drop-down list, select text.

b. In the Select Text List drop-down list, select Sales Risk Levels.

c. Select the Formula tab.

d. In the Script section, enter the following formula:

IF( @ISLEV ("Customer", 1) ) @ROUND(

@AVGRANGE( SKIPNONE,

"Sales Risk", @CHILDREN(@CURRMBR("Customer")) )

);ELSE "Sales Risk";ENDIF

e. Select the Information tab, and change the storage type to Dynamic Calc.

f. Click OK.

3. Save the outline, restructuring all data if prompted.



NOTE: Because Sales Risk Avg is dynamic, a calculation script is not required to view the calculation results.


8 Developing Analytic Calculations

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2. Open AdvancedCalcs.xls (in c:\CF\EssCalcs\Calcs) and select the SalesRiskAvg worksheet. If prompted, enter your user credentials (user name admin and password hyperion).

3. Refresh the worksheet, and compare your results to the following figure, or open AdvancedCalcs_Solutions.xls (in c:\CF\EssCalcs\Calcs\Complete) and compare your results to the SalesRiskAvg worksheet:

4. Close Excel.



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Solution 9.1 Optimizing with Dynamic Calculation

Creating a Test Application

1. In Administration Services Console, in the navigation hierarchy, right-click the BigCalc application node.

2. Select Copy.

The Copy Application dialog box is displayed.

3. In the Application Name text box, enter DynCalc.

4. Click OK.

The DynCalc application node is added to the navigation panel.

5. Expand the DynCalc application node.

6. Under DynCalc, right-click the Sales database node.

7. Select Rename.

The Rename Database dialog box is displayed.

8. In the "Rename to" text box, enter DynSales.

9. Click OK.

Modifying the DynSales Outline

1. In the DynSales outline, make the following members of the Year Tot dimension Dynamic Calc:

• Year Tot

• Qtr 1

• Qtr 2

• Qtr 3

• Qtr 4

2. Make the following accounts Dynamic Calc:

• Gross Margin



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• Net Sales

• Cost of Sales

• Other CGS

3. Make the following accounts Dynamic Calc and flagged for two-pass calculation:

• Avg List Price

• Avg Disc %

• Avg Labor/Unit

• Avg Matl/Unit

• Avg OH Rate

• Gross Margin %

• Unit Mix by Cust

• Unit Mix

• Sales $ Mix

• Rolling 6 Avg Units

4. Make the following scenarios Dynamic Calc and flagged for two-pass calculation:

• Act Vs Bud

• Act Vs Fcst

• Bud Vs Fcst

5. Select the Outline Properties tab.

6. Under Data Storage, for Scenario, select Dense.

7. Save the DynSales outline.

8. If prompted to restructure data, select Discard all data.

Adding DynCalc to Private Connections in Smart View

1. Open Excel.

2. On the Smart View ribbon, click Open to open the Smart View panel.

3. Click Shared Connections. If prompted, enter your user credentials (user name admin and password hyperion).



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4. In the "Select Server to proceed" drop-down list, select Essbase - localhost.

The application list is displayed.

5. Expand DynCalc, and right-click DynSales.

6. Select Add to Private connections.

The Save as Private Connection dialog box is displayed.

7. Click OK to accept the defaults.

DynSales is displayed in the Private Connections list.

8. Double-click DynSales to activate the connection.


1. Run ResetDynamic.bat to clear, reload, and calculate data.

NOTE: ResetDynamic.bat automatically calculates the CalcDyn calculation script after clearing and reloading data.

2. Open Dynamic.xls (in c:\CF\EssCalcs\Dynamic) and select the Aggressive worksheet. If prompted, enter your user credentials (user name admin and password hyperion).

3. On the Smart View ribbon, click Open, select Active Connections, and then localhost_DynCalc_DynSales.



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4. Refresh the worksheet, and compare your results to the following figure, or open Dynamic_Solutions.xls (in c:\CF\EssCalcs\Dynamic\Complete) and compare your results to the Aggressive worksheet:



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Solution 10.1 Loading Data to Upper-Level Members

Creating a Clear Script

1. In Administration Services Console, in the navigation hierarchy under BigCalc, select the Sales database node.

2. Select File, then Editors, and then Calculation Script Editor.

3. Create the following script:

CLEARBLOCK ALL;

4. Select Syntax, and then Check syntax.

The following message is displayed: "Syntax check was successful."

5. Click OK.

6. Save the calculation script as ClearAll.csc.

Loading and Calculating Multilevel Inputs

1. Open UpperLevel.xls (in c:\CF\EssCalcs\Normalize). If prompted, enter your login credentials.

2. Select the Multilevel Input worksheet.

3. Calculate ClearAll.csc.

a. In the Smart View panel, in the Private Connections list under BigCalc, select the Sales database node.

b. Right-click Sales, and select Calculate to display the Calculation Scripts dialog box.

c. Select ClearAll, and click Launch.

d. Click OK, and then Close to return to the worksheet.

4. On the Smart View ribbon, click Submit Data.

Input data is sent to the Sales database.

5. Select the Multilevel AuditSheet worksheet.


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6. View input data:

a. Set localhost_BigCalc_Sales as the active connection.

b. Refresh the worksheet to see the loaded data.

c. Scroll down to the Channel Total section, and verify upper-level loads.

NOTE: Calculation status messages are displayed in the top left-hand corner of the worksheet. By default and if calculations are incorrect, cell B4 displays the following message: Contains Calculation Errors. If calculations are correct, cell B3 displays the following message: No Calculation Errors.

7. View calculated data:

a. Launch CalcDyn.csc.

b. Refresh the worksheet.

The following message is displayed in cell B4: Contains Calculation Errors.

c. Examine the Comparison formulas section, and determine where calculated data is incorrect.

Gross Margin for the intersection of Channel Total and Family Total is incorrect. Qtr 1 is also incorrect.


1. In Administration Services Console, select the Enterprise View tab.

2. Under Essbase Servers, localhost, Applications, and BigCalc, expand the Sales database node, and then the Calculation Scripts node.

3. Double-click CalcDyn.

The Calculation Script Editor window is displayed.

4. In the File menu, select Save as.

5. Save the script as CYMulti.csc.

6. Modify the script to perform the following tasks:

• Set aggregate missing values to OFF.

• Calculate only Current Year data.



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• Recalculate Gross Margin after all dimensions are consolidated.

Here is the completed script:

/* Information

Created by: YourNameCreated On: DatePurpose: This script consolidates the Bigcorp Sales database in

Current Year and then recalculates Gross Margin to offsetupper-level data loads.

*//* Housekeeping */

SET UPDATECALC OFF;SET AGGMISSG OFF;

/* The Baseline Fix */FIX ("Current Year")

/* The Main Rollup */CALC DIM (Accounts, "Year Tot", Customer, Product);

/* The Back Calculation */("Gross Margin";)


7. Repeat the steps described in the “Loading and Calculating Multilevel Inputs” section of this exercise to test your calculation script.

The following message is displayed in cell B3: No Calculation Errors.

Loading and Calculating Level 0 Inputs

1. In UpperLevel.xls, select the Level 0 Input worksheet.

2. Run ClearAll.csc for the BigCalc Sales database.

3. On the Smart View ribbon, click Submit Data.

Input data is sent to Bigcorp Sales.

4. Select the Level 0 AuditSheet worksheet.

5. View input data:


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a. Set localhost_BigCalc_Sales as the active connection.

b. Refresh the worksheet to see the loaded data.

c. Scroll down to the No Customer section, and verify leaf-level loads.

NOTE: Calculation status messages are displayed in the top left-hand corner of the worksheet. By default and if calculations are incorrect, cell B4 displays the following message: Contains Calculation Errors. If calculations are correct, cell B3 displays the following message: No Calculation Errors.

6. View calculated data:

a. Launch CalcDyn.csc.

b. Refresh the worksheet.


Modifying the Calculation Script for Leaf-Node Loads

1. In Administration Services Console, under BigCalc Sales, open CalcDyn.csc.

2. In the File menu, select Save as.

3. Save the script as CYLev0.csc.

4. Modify the script to perform the following tasks:

• Set aggregate missing values to ON.

• Calculate only Current Year data for all time periods.

Here is the completed script:

/* Information

Created by: YourNameCreated On: 9/22/2005Purpose: This script consolidates the Bigcorp Sales database in

Current Year.*//* Housekeeping */

SET UPDATECALC OFF;SET AGGMISSG OFF;



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/* The Baseline Fix */FIX ("Current Year")

/* The Main Rollup */CALC DIM (Accounts, "Year Tot", Customer, Product);


5. Repeat the steps in the “Loading and Calculating Level 0 Inputs” section of this exercise to test your calculation script.


Solution 10.2 Developing a Normalization Table

1. Open Budget.xls (in c:\CF\EssCalcs\Normalize).

2. Select the Normalization Table worksheet.

3. Based on the input sheets in Budget.xls, complete the normalization table.

4. Compare your results to the finished normalization table in the following figure or compare your table to the completed table on the NormZ tab:


10 Normalizing Data

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Solution 10.3 Copying Rates and Drivers

In this exercise, you create a script to normalize rates and drivers.

Creating a Normalization Script: List Price

1. In Administration Services Console, under DynCalc DynSales, open CalcDyn.csc.

2. Save CalcDyn.csc as Budget.csc.

3. Modify Budget.csc to match the following script:

/* Information

Created by: YourNameCreated On: 9/22/2005Purpose: This script normalizes budget data in the DynCalc DynSales

database.*//* Housekeeping */

SET UPDATECALC OFF;SET AGGMISSG ON;SET MSG SUMMARY;

/* Baseline Fix */FIX ("Budget")

/* Normalization */

/* Normalize rates loaded to upper levels */"List Price" = @PARENTVAL("Customer", "List Price");



4. Validate and save Budget.csc.

Testing List Price Normalization

1. Run LoadBudget.bat (in c:\CF\EssCalcs\Scripts) to clear and reload input data.

2. In Budget.xls, select the AuditCalcs worksheet.



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3. If necessary, open the Smart View panel and double-click the DynSales database to connect.

4. View input data:

a. Change O-IBM to OEM.

b. Click Refresh.

List Price data is displayed under Input Accounts in cells C34:E34.

5. Calculate Budget.csc, and refresh the worksheet.

No data is displayed for List Price.

6. Change the POV back to the level 0 block to verify list price data at level 0:

a. Change OEM to O-IBM.

b. Click Refresh.

No data is displayed for the level 0 block.

Why is no data returned for List Price? No data is displayed for List Price because no budget data is loaded to level 0 data blocks Thus, level 0 data blocks do not exist. When the @PARENTVAL formula for List Price is calculated, the lowest-level blocks possible to calculate are the blocks where List Price was loaded (Channel-level blocks).Calculating List Price in these blocks overwrites the input data with the List Price stored in the Channel Total blocks, which is #MISSING. Therefore, although the formula is correct, your calculation results are incorrect because target blocks do not exist.

Completing the Normalization Script

1. Modify Budget.csc to match the following script:

/* Information

Created by: YourNameCreated On: 9/22/2005Purpose: This script normalizes budget data in the DynCalc DynSales

database.*//* Housekeeping */


/* Copy Current Year units to Budget */


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FIX(@GENMBRS(Product, 5), @LEVMBRS(Customer, 0), Units)DATACOPY "Current Year" TO "Budget";

ENDFIX

/* Baseline Fix */FIX ("Budget")

/* Normalization */

/* Normalize rates loaded to upper levels */"List Price" = @PARENTVAL("Customer", "List Price");"Discount %" = "Discount %"->"Family Total";"Labor/Unit" = "Labor/Unit"->"Channel Total";"Matl/Unit" = "Matl/Unit"->"Channel Total";"Overhead Rate" = @MDANCESTVAL(2, "Product", 3, "Customer", 2);



2. Verify and save the script.

Testing Normalization

1. Run LoadBudgetAct.bat (in c:\CF\EssCalcs\Scripts) to clear and reload budget and actual input data.

NOTE: This is a different batch file than the one used at the beginning of the exercise.






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5. Compare your results to the following figure, or open Budget_Solutions.xls (in c:\CF\EssCalcs\Normalization\Complete) and compare your results to the AuditCalcs worksheet:



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Solution 11.1 Allocating Other Costs

Modifying the Budget Calculation

1. In Administration Services Console, under DynCalc DynSales, open Budget.csc.

2. Modify Budget.csc to look like the following script:

/* Information

Created by: YourNameCreated On:9/22/2005Purpose:This script calculates the DynCalc DynSales database.

*/

/* Housekeeping */

SET UPDATECALC OFF;SET AGGMISSG ON;SET MSG SUMMARY;/* Copy Current Year units to Budget */FIX(@GENMBRS(Product, 5), @LEVMBRS(Customer, 0), Units)

DATACOPY "Current Year" TO "Budget";ENDFIX

/* The Baseline Fix */FIX("Budget")

/* Normalization */


/*Focused rollup for allocation of Other Expenses: calculate Net Sales, then sum Units and Net Sales across Product and Customer dimensions for members used as the allocation base.*/



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@IDESCENDANTS ("Net Sales");FIX ("Net Sales", Units)@IDESCENDANTS ("Family Total");@IDESCENDANTS ("Channel Total");ENDFIX

/* Allocate Other CGS */

"Material Variances" = "Material Variances"->"Family Total"->"Channel Total"

* "Units" / "Units"->"Family Total"->"Channel Total";"Labor Variances" =

"Labor Variances"->"Family Total"->"Channel Total"* "Units" / "Units"->"Family Total"->"Channel Total";

"Overhead Variances" = "Overhead Variances"->"Family Total"->"Channel Total"

* "Units" / "Units"->"Family Total"->"Channel Total";"Obsolete Charges" =

"Obsolete Charges"->"Family Total"->"Channel Total"* "Net Sales" / "Net Sales"->"Family Total"->"Channel Total";

"Inventory Adjustments" = "Inventory Adjustments"->"Family Total"->"Channel Total"

* "Net Sales" / "Net Sales"->"Family Total"->"Channel Total";

/* Main Rollup */

CALC DIM (Accounts, "Year Tot", Customer, Product);


3. Validate and save Budget.csc.

Running a Calculation Test Cycle and Viewing the Calculation Log

1. Run LoadBudgetAct.bat to clear and reload actual and budget input data.

2. In Administration Services Console, calculate Budget.csc.

3. Open the application log for DynCalc and scroll to the end of the log.

4. Observe the warning messages relating to Net Sales, for example:

Regular member [Inventory Adjustments] depends on dynamic-calc member [Net Sales].



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TIP: Calculations for stored members should not be dependent on Dynamic Calc members. If they are, consider changing the Dynamic Calc members to stored members.

Modifying the Outline

1. In the DynSales outline, right-click Net Sales.

2. Select Edit member properties.


3. In the Data Storage drop-down list, select Store Data.

4. Click OK.

5. Click Save.

The Restructure Database Options dialog box is displayed.

6. Select All data.

7. Click OK.

Testing the Normalization Calculations







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5. Compare your results to the following figure, or open Budget_Solutions.xls (in c:\CF\EssCalcs\Normalization\Complete) and compare your results to the AuditCalcs2 worksheet:

Solution 11.2 Optional: Tuning the Budget Calculation

Adding Variables and Replacing Repetitive Code


2. Save Budget.csc as BudgetA.csc.

3. Modify the allocation section to look like the following script:

/* Information

Created by: YourNameCreated On:9/22/2005Purpose:This script calculates the DynCalc DynSales database.



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*/

/* Housekeeping */


VAR AllocUnits;VAR AllocSales;

/* Copy Current Year units to Budget */FIX(@GENMBRS(Product, 5), @LEVMBRS(Customer, 0), Units)


/* The Baseline Fix */FIX("Budget")

/* Normalization */




/* Allocate Other CGS */"Units"(AllocUnits = "Units"/"Units"->"Family Total"->"Channel Total";AllocSales = "Net Sales"/"Net Sales"->"Family Total"->"Channel Total";



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"Material Variances" = "Material Variances"->"Family Total"->"Channel Total" *AllocUnits;

"Labor Variances" = "Labor Variances"->"Family Total"->"Channel Total" * AllocUnits;

"Overhead Variances" = "Overhead Variances"->"Family Total"->"Channel Total" *AllocUnits;

"Obsolete Charges" = "Obsolete Charges"->"Family Total"->"Channel Total" * AllocSales;


* AllocSales;)

/* Main Rollup */



4. Validate the script and save it as BudgetA.csc.





4. Calculate BudgetA.csc, and refresh the worksheet.



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Solution 11.3 Optional: Creating a Multilevel Allocation

Adding Multilevel Allocations


2. Save Budget.csc as BudgetB.csc.

3. Modify the allocation for Labor Variances to look like the following script:

/* Information

Created by: YourName



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Created On:9/22/2005Purpose:This script calculates the DynCalc DynSales database.

*/

/* Housekeeping */

SET UPDATECALC OFF;SET AGGMISSG ON;SET MSG SUMMARY;/* Copy Current Year units to Budget */FIX(@GENMBRS(Product, 5), @LEVMBRS(Customer, 0), Units)


/* The Baseline Fix */FIX ("Budget")

/* Normalization */




/* Allocate Other CGS */

"Material Variances" = "Material Variances"->"Family Total"->"Channel Total"

* "Units" / "Units"->"Family Total"->"Channel Total";"Overhead Variances" =

"Overhead Variances"->"Family Total"->"Channel Total"* "Units" / "Units"->"Family Total"->"Channel Total";



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/* Multilevel allocation for Labor Variances *//* Step 1: Allocate Labor Variances to the children of Family Total based on an even split between the children with data */

FIX( @CHILDREN( "Family Total"))"Labor Variances" =

"Labor Variances"->"Family Total"->"Channel Total" / @COUNT(

SKIPMISSING,@RANGE(

Units, @ISIBLINGS(

@CURRMBR(Product))

));

ENDFIX

/* Step 2: Allocate Labor Variances to Gen5 (level 0) products based on percent of product family units */FIX( @GENMBRS( "Product", 5))

"Labor Variances" = @MDANCESTVAL( 2, "Product", 3, "Customer", 2, "Labor Variances")* ("Units" / @MDANCESTVAL( 2, "Product", 3, "Customer", 2, "Units"));

ENDFIX

/* Allocate Obsolete Charges and Inventory Adjustments based on percent of Net Sales */"Obsolete Charges" =

"Obsolete Charges"->"Family Total"->"Channel Total"* "Net Sales" / "Net Sales"->"Family Total"->"Channel Total";


* "Net Sales" / "Net Sales"->"Family Total"->"Channel Total";

/* Main Rollup */



4. Save BudgetB.csc.



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4. Calculate BudgetB.csc, and refresh the worksheet.




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Solution 11.4 Creating Multiple-Database Calculations

Creating a Location Alias

1. In Administration Services Console, in the navigation hierarchy, right-click the DynSales database node.

2. Select Edit, and then Location aliases.

The Location Aliases dialog box is displayed.

3. In the first row of the table, create a location alias based on the following table:

Parameter Value

Alias Taxes

Essbase Server localhost

Application BigTax

Database Taxes

User Name admin@Native Directory

Password hyperion

4. Click Test.

A check mark is displayed in the Verified column.

5. Click Set, and then Close.

Calculating Across Databases

1. Create a calculation script for DynSales based on the following script:


/* Calculate Projected Tax */"Projected Taxes" = "Gross Margin" * @XREF(Taxes, US, TR0003);

2. Save the script as Taxes.csc.



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1. Run ResetDynamic.bat (in c:\CF\EssCalcs\Scripts) to clear, reload, and calculate input data.

2. Open Taxes.xls (in c:\CF\EssCalcs\Normalize) and select the ProjectedTax worksheet. If prompted, enter your user credentials.

3. Set DynCalc as the active connection.

4. Calculate Taxes.csc and refresh the worksheet.

5. Compare your results to the following figure, or open Taxes_Solutions.xls (in c:\CF\EssCalcs\Normalization\Complete) and compare your results to the Projected Tax worksheet:


Documents

D67955GC10_ag.pdf