Advanced Topics in Calc Manager for HFM
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Advanced Topics in Calc Manager for HFM Calc Manager for HFM Chris Barbieri Edgewater Ranzal
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Ranzal Practice Director, Chris Barbieri conducted this presentation at the recent ODTUG Kaleidoscope conference in Long Beach, California.
Transcript of Advanced Topics in Calc Manager for HFM
Advanced Topics in Calc Manager for HFMCalc Manager for HFM
Chris BarbieriEdgewater Ranzal
� One of the Largest Hyperion Practices in the U.S.
� Oracle / Hyperion Platinum Partner - Highest Status
About Edgewater Ranzal
15 Years� Vertical Expertise with High-
Profile Clients from Coast to Coast
� Sound Project Methodology Insures Project Success
� “One Stop Shop” for ALL EPM Implementation needs
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1000+ projects
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Advanced Topics in Calc Manager
● Sub Translate● Sub Dynamic● Sub NoInput● Sub Consolidate● Troubleshooting
● Logging● Timers
A Note on Translation
● HFM app settings determine default translation● HFM app settings determine default translation● But sometimes you need some accounts to
translate differently, such as Equity● Or maybe you want some accounts to use a whole
different rate
Translate
● Translate balance sheet accounts at average rate, using PVA● … this is in the middle of a data range
Calculate the Difference Between Rates
● The @Trans and @TransPeriodic will translate a value using the difference between rates
● …and write that out to another account/custom
Force a Rate of “1”
● Generally not advisable to use constants● Overrides are stored in a custom in this app
● Use “1” instead of the rate● Use “1” instead of the rate
Write to Another Entity
● The onlyonly time you can write to another entity● A sibling entityAND● [Proportion] or [Elimination] members only● [Proportion] or [Elimination] members onlyAND● @CON function in Sub Consolidate
Change Another Entity’s Calc Status
● @ImpactStatus● “Notify” next year that this year has changed
● “Notify” another scenario that it needs to copy data from this scenario…
Copy to Another Scenario
Non-Consolidating Parent
Use a condition to avoid consolidating to a ● Use a condition to avoid consolidating to a particular entity
Consolidate – Data Range
● Only accounts flaggedConsolidated are availableavailable
● Don’t consolidate zeros: skip them
Consolidate – HS.ConHS.Con Function
Member Range
● Cycle through a list of members within a given dimension
● Can be defined in the rules “Parent”,”[Base]”“Parent”,”[Base]”● Or from custom member lists
““OverrideAccountsOverrideAccounts””● Most common in NoInput rules● Don’t use this elsewhere if you can avoid it
Member Range Example
Test User Defined Fields
● Explain yourself
Dynamic Function
● Note the use of a different formula for each View
NoInput Function
● Inside a memberrange
● Custom4 conditions not conditions not shown
Debugging, aka “WriteToFile”
● Is the rule running? Did it pass each condition?● Add a formula {i} = {i}
● To contain the information you wan t to write out● At the point in the rule where you want the information
● Enable Logging● Enable Logging● Formula Level● Rule Level
Debugging, cont’d
● Icon indicates you can enter text
● Also add variables to see their contents at that point in the rule
Debugging Example
● Within data range, but before account condition
● After the condition
Script
● Possible, but…● … chicken’s way out
● Take you just as long to write in script as it would to use graphical mode● And it would still be better written
Presentations
Calculation Manager: The New and Improved Applicati on to Create Hyperion Planning Business Rules – Monday, 11:15 am, Room 102C
Security and Auditing in HFM – Tuesday, 4:30pm, 101B
Best Practices for Using DRM with EPMA – Wednesday, 8:30am, 103A
Getting Started with Calc Manager for HFM – Wednesday, 8:30am, 101B
Advanced Topics in Calc Manager for HFM – Wednesday, 9:45am, 101B
Maximizing the Value of an EPM Investment with ERPi , FDM & EPMA – Wednesday, 11:15am, 101B
Taking your FDM application to the next level with Advanced Scripting – Friday, 8:30am, 101B
IFRS reporting within Hyperion Financial Management – Thursday, 10:30am, 101B
