This document provides an overview of using custom defined templates (CDTs) in Calc Manager to automate repetitive calculation development tasks. It discusses conceptualizing a framework for CDT implementation and applying CDTs to a driver-based budgeting application. The agenda includes reviewing CDTs, developing a conceptual framework, and demonstrating CDTs in Calc Manager to create a calculation and use variables and member ranges.

1. Advanced Calculations
in Calc Manager
Ron Moore
TopDown Consulting, Inc.

3. Solution Architect at TopDown Consulting
Certified in Essbase and Planning
Over 20 years experience with Essbase
Over 30 years experience in forecasting, financial
modeling and predictive analytics
Ron Moore

4. Use simple rolling forecast and driver based budgeting
examples
Automate repetitive calculation development tasks
using Custom Defined Templates (CDTs)
Answer some common CM questions
Objective

5. Quick review of CDTs (for more keystrokes see
http://www.odtug.com/p/do/sd/sid=5349&type=0)
Develop a conceptual framework for CDT
implementation
Apply CDTs to a Driver Based Budgeting application
Use Calc Manager to create a calculation in ASO
Demonstrate some tricks with variables
Agenda

6. CDTs are like wizards
● Executed during rule development
Drag in Components
● Formula, Script, Condition, Member Block, Member Range, Fixed
Loop, Metadata Loop, DTP Assignment
Design Time Prompts
● Prompt the designer for rule parameters
CDT prompts
● Questions in the wizard pages
Steps
● Pages in the wizard
Custom Defined Templates

7. Categorize static and customized elements
Create script components for static elements
Parameterize the customizations
●Design Time Prompts : Outline /one time customizations
●Run Time Prompts: End user customizations
Conceptual Framework Design Steps

8. Conceptual framework
Question Answer Examples
What’s static? Patterns in the code Baseline Fixes
Mathematical logic
What’s
customized?
Dimension names
Member names
Slices
Accounts v Measures
Members to forecast
History years v Forecast years

9. Identify predictable common elements that can be packaged
Common Dimension types

10. Run Time Prompt v. Design Time Prompt Customizations
Prompt Design Time Run Time
Measure to Calculate vPctGrowthMember
Growth Percent vGrowthPct
Year dimension dtpYearDim
Period Dimension dtpPeriodDim
First Month dtpFirstMonth

11. Parameterize Slices Forecast Slice (user
rtp)
Business
Units Slice
(user rtp)
Stored Data Types Slice
(rule designer dtp)

12. CODE DESIGN CHOICES : PIVOTING THE CODE

13. CONVERT TO IF

14. Drivers on Accounts v. Drivers on View Dimension
“Forecast” = “Sales” * “Drivers”;
“COGS” = “Sales” * “COGS Driver”;
“Rent” = “Sales” * “Rent Driver”;
“Payroll” = “Sales” * “Payroll Driver”;
Etc .

15. PUT DRIVERS ON THE VIEW DIMENSION
Strengths Weaknesses
Drivers on Accounts Dim • One less dimension • More maintenance
• Harder code
Drivers on View Dim • Easier maintenance
• Easier code
• One more dimension

16. TARGET CODE

17. PROMPT ANALYSIS
Code element Prompt
Business Unit Slice vBusUnits
Forecast Years Slice vFCYears
Stored Data Types Slice dtpStoredSlice
FCLeftSide dtpFCLeftSide
Method 1 Accounts vM1Accounts
Method 2 Accounts VM2Accounts
Year Dim dtpYearDim
Periods Dim dtpPeriodsDim
Driver Dim dtpDriverDim
Driver Member/s dtpDriverMb

18. Create the variables
Create the Custom Defined Template
●Drag in script component (Rolling Forecast code)
●Drag in member range components (FIXes)
●Create the DTPs
●Create steps
●Substitute RTPs/DTPs
Create the rule
●Drag in the CDT
●Additional member ranges (FIXes)
CDT Workflow

19. Create the Template
• System View | APP/DB
• Right Click Templates |New
• Drag in the FCLogic Script

20. SUBSTITUTE THE DPTS

21. SUBSTITUTE THE TIME FRAME DTPS

22. Create the new rule
Drag in the Custom Defined Template
Execute the wizard
Create additional Member Ranges
Save
Launch
Create the rule

23. FINAL RULE

24. WRITE A CALC MANAGER RULE
TO COPY DATA IN ASO

25. Create a new rule
Drag in the Point of View object
Drag in the formula object inside the POV object
Create the rule

26. Click the left node of the POV object
Make the following selections
Configure the POV
Measures "Price Paid", "Original Price", "Transactions", "Returns", "Units"
Years Leave this blank
Time @Level0Descendants("MTD")
Transaction
Type
@Level0Descendants("Transaction Type")
Payment Type @Level0Descendants("Payment Type")
Promotions @Level0Descendants("Promotions")
Age @Level0Descendants("Age")
Income Level @Level0Descendants("Income Level")
Products @Level0Descendants("Products")
Stores @Level0Descendants("Stores")
Geography @Level0Descendants("Geography")

28. Click the formula object
Enter the formula :
“Prev Year” = “Curr Year”
Validate
Save
Create the formula

29. Results
• Spreadsheet before the calc
• Launch the rule

30. You must address every dimension. That is, any
dimension not addressed on the left side of the
formula/s must be addressed in the POV
You cannot use any dynamic members in the POV or
formula.
What to watch out for:

31. DESIGN TIME PROMPTS
Setting Description
Type 14 types, we will use Member Range, Member and Dimension
Dependency Inclusive, Exclusive, None
Limits Dense/Sparse, Accounts/Time, Planning :required dimensions
Prompt it? Yes/No
Mandatory? Yes/No
Read Only Yes/No
DTP Text Custom text
Default value Depends on type

32. BUILT-IN DTPS
DTP Purpose
Application Type Project Planning or Public Sector Planning
Application Single or Multi currency
Upper POV Capture all upper fix dimensions to exclude or include in
downstream DTPs

33. Select the Design Time Prompt tab
Click the + sign to create a new row
Create the Design Time Prompts

34. CREATE THE STEPS

35. Steps
1. Time Frame
−dtpYearDim
−dtpPeriodDim
−dtpFirstMonth
2. Input Data Types
−dtpInputDataTypes

36. SELECT DTP FOR MEMBER RANGE

37. Drag in the Template
Create the Rule

38. CODE AFTER CDT WIZARD EXECUTION

39. ADD BUSINESS UNITS MEMBER RANGE

40. ADD FORECAST SLICE MEMBER RANGE

41. CODE

42. 1. Rollup driver denominator
2. Calculate driver %
3. Multiply driver % by total value to be allocated
Simple Allocation Code

43. Allocate Marketing based on Units driver
Calc Objective

44. Q & A