Oracle Planning Cloud (E/PBCS)/NetSuite Planning and Budgeting:Business Rules

Gain a comprehensive understanding of how to design, manage and maintain complex business rules and calcula�ons in Oracle Planning Cloud (E/PBCS) and NetSuite Planning and Budge�ng (NSPB). This two-day course is essen�al for developers and system administrators for the development of effec�ve and op�mal calcula�ons for your applica�ons.

By the end of this course you will be able to design, manage and maintain complex business rules for Oracle Planning Cloud (E/PBCS) or NetSuite Planning and Budge�ng (NSPB).

This comprehensive course covers key design principles and maintenance for the development of scripts for Business Rules and other calcula�ons. Learn the key concepts and explore the different methods that can be used to perform calcula�ons, gaining an understanding of the core applica�on components that contribute to calcula�on performance.

Explore Calcula�on Manager, a powerful tool that facilitates the crea�on and management of calcula�on objects. Find out how to make best use of Calcula�on Manager to manage Business Rules. Learn about Essbase-related features to ensure that calcula�ons execute with acceptable performance.

Understand how to control calcula�on scope and discover how more complex func�on types can be used to provide more comprehensive calcula�on capabili�es in Oracle Planning Cloud (E/PBCS). A separate three day course is available for those interested in Groovy Scrip�ng for Oracle’s Enterprise Planning Cloud.

SUMMARY BY DAY

Day 1: Calcula�on capabili�es, member formulas, calcula�on scripts, tradi�onal business rules vs Goovy scripts, calcula�on manager, script editor, variables and run-�me prompts.

Day 2Calcula�on considera�ons, controlling calcula�on scope, cross dimensional operators, design considera�ons, wri�ng calcula�ons using func�ons.

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Course Informa�on:

Course �tle: Oracle Planning Cloud / NetSuite Planning and Budge�ng: Busienss RulesDura�on: 2 daysAudience: System administrators, developers and implementa�on consultantsPre-requisites: Significant knowledge of Oracle Planning Cloud or NetSuite Planning and Budge�ngDelivery method: Group Live and Group Internet-BasedAdvanced prepara�on: NoneRecommended CPE credits: 14 credits - computer so�ware and applica�onsProgramme level: Intermediate

Learning Objec�vesBy the end of this course learners will be able to:

• Iden�fy the methods for controlling the scope of calcula�on• Examine the use of cross-dimensional operators outside the scope of the calcula�on• Recognise how to navigate and employ the Calcula�on Manager for the construc�on of business rules• Appraise the ways in which data blocks are created and the effect this has on the way business rules are constructed• Cri�que the ways in which Range func�ons can be used to calculate averages and running totals• Illustrate how the Alloca�on func�on appor�ons data values from high level dimension members to low level members

Detailed Agenda Calcula�on Capabili�esUnderstand the key concepts rela�ng to calcula�ons in NSPB and E/PBCS. Explore the different methods that can be used to perform calcula�ons and gain an understanding of the core applica�on components that contribute to calcula�on performance.

• Calcula�on methodology• Block storage considera�ons• Member formulas• Variances with member formulas• Calcula�on scripts• Tradi�onal business rules vs Groovy scripts

Calcula�on ManagerCalcula�on Manager is a powerful tool that facilitates the crea�on and management of calcula�on objects. Explore how to make best use of Calcula�on Manager to manage your organiza�on’s rules.

• Naviga�ng Calcula�on Manager• Managing Business Rules• Calcula�on Manager Views• Visual script design vs calcula�on scripts• Naviga�ng the calc script editor• Variables and run-�me prompts

Calcula�on Considera�onsCalcula�ons are executed against the Essbase database, as such, it is important to consider several Essbase-related features when preparing rules in order to ensure that they execute with acceptable performance.

• Dynamic vs Two Pass calcula�ons• Back calc calcula�ons• Intelligent calcula�on• Understanding block crea�on• Crea�ng blocks on equa�on

Controlling Calcula�on ScopeThe most straigh�orward way to ensure that business rules perform effec�vely is to ensure that you only calculate exactly what is required. Explore several methods that exist for controlling calcula�on scope.

• Calcula�on scripts• Calcula�on scope using FIX• Calcula�on scope using IF• FIX or IF?• Cross dimensional operators

Designing Calcula�onsExplore complex func�on types and discover how these can be used to provide more comprehensive calcula�on capabili�es.

• General design considera�ons• Wri�ng calcula�ons using func�ons• Rela�onship func�ons• Mathema�cal func�ons• Range func�ons• Condi�onal calcula�ons• Variance calcula�ons

Keyteach is registered with the Na�onal Associa�on of State Boards of Accountancy (NASBA) as a sponsor of con�nuing professional educa�on on the Na�onal Registry of CPE Sponsors. Registra�on ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submi�ed to the Na�onal Registry of CPE Sponsors through its website: www.learningmarket.org