Other attributes of Global Calc

  • Global Calc operates on formulas and items. You specify the formulas and items through search criteria.

    If the Where Used option is used, then the rollup continues to any additional formulas whose values are impacted by the calculation of the identified formulas. There is no limit to the number of levels between the selected formulas and the formulas that are affected by the calculation.

    Exclusions must be performed in the Search or Where Used search. Calculations are performed on either all search results or all Where Used results regardless of whether formulas have become obsolete. In all cases, the Global Calc form includes all formulas that are included by the Global Calc process.

  • If any constituent formulas are identified by Search or Where Used, those get processed and calculated. Calculating a constituent formula does not automatically roll its parameter values up to the associated item. These formulas, in practice and by design, may not be 100% formulations. Forcing a roll-up with incomplete data would result in potentially incorrect data. If such a rollup is valid, the administrator can configure a custom script hook. The script hook can synchronize the item’s parameter values with the corresponding formula parameter values. Alternatively, use a formula search to retrieve the set of constituent formulas and then calculate these formulas using the Global Calc process.
  • The Global Calc process uses the memory available on an Optiva Server machine.
  • Presave and Postsave scripts are run during the Global Calc process. The related Messagelists are not displayed in the UI as they do when Calc is run for a single formula in the Formula form. Running scripts can slow down performance.
  • When an error is encountered, a message is generated that describes the error. The status of the object is set accordingly and the Global Calculation process continues. For example, if the error is for an equation for one parameter, other parameters are calculated and the formula is saved with other calculated parameters. Error messages are logged and can be reviewed later so that the object can be corrected.
  • Begin Global Calc during a time when few users are accessing the system.