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


2 days (14 CPE credits)


Developers and System Administrators

Course Summary

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

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or you can request a private class for your team:


Learning Objectives

By the end of this course learners will be able to:

  • Identify the methods for controlling the scope of calculation
  • Examine the use of cross-dimensional operators to gather data from area of the database outside the scope of the calculation
  • Recognise how to navigate and employ the Calculation Manager for the construction of business rules
  • Appraise the ways in which data blocks are created and the effect this has on the way business rules are constructed
  • Critique the ways in which Range functions can be used to calculate averages and running totals
  • Illustrate the ways in which Allocation functions can be used to apportion data values from high level dimension members to low level members 

Course Description

This comprehensive course covers key design principles and maintenance for the development of scripts for Business Rules and other calculations.

Attendees will learn the key concepts relating to calculations in NetSuite Planning and Budgeting (NSPB) / Oracle Planning Cloud (PBCS) and will explore the different methods that can be used to perform calculations, gaining an understanding of the core application components that contribute to calculation performance.

Explore Calculation Manager, a powerful tool that facilitates the creation and management of calculation objects. Find out how to make best use of Calculation Manager to manage Business Rules. Learn about Essbase-related features to ensure that calculations execute with acceptable performance.

Understand how to control calculation scope and discover how more complex function types can be used to provide more comprehensive calculation capabilities in NetSuite Planning and Budgeting (NSPB) / Oracle Planning Cloud (PBCS).

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title:  NetSuite Planning and Budgeting (NSPB/PBCS) / Planning Cloud (E/PBCS): Business Rules

Duration: 2 days

Audience: System Administrators

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 14 credits - computer software and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration 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 submitted to the National Registry of CPE Sponsors through its website:

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  • UK +44 161 408 7722


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UK +44 161 408 7722
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