Getting Started with 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
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Calc Manager
● Intro: What, where, and why would I use it?● Object hierarchies
● VariablesRule sets● Rule sets
● Objects
● Hung up on naming schemes● Deploying, importing, exporting
Why Use Calc Manager?
● Code and document better● Flow metaphor better describes the decision
process● Enforces structured variables● Enforces structured variables● Easy re-use of objects
● New feature in 11.1.1.0: EPMA apps only● 11.1.1.3 added support for Classic apps● Very useable
Object Hierarchy
● System View:● Primary view when you enter Calc
Manager
● Choose the product
Application
● Once you select a product, you will see the available applications for each
Calculation Type
● These are the availableHFM rules subroutines
Rule Sets
● A rule set is like a playlist● Usually have one main set● One “blank” set● And one “debug” set
● Add or remove individual rules until you found the culprit
● Revert to the normal one when ready
● … per calculation type
Deployment View
● View > Deployment View
● Manage which set will be the deployed onebe the deployed one● Only one can be
checked● All can be unchecked
● Double-click on a set to see the contained rules● Puts you into rule set manager● Drag a rule in, or right-click to remove● Sequence matters!
Manage a Rule Set
● Sequence matters!
And finally… Rules!
● How do you define a rule?● A logical grouping of conditions, ranges, and
formulas that perform a distinct task
● Rules don’t have to be included in a set● Rules don’t have to be included in a set● They won’t run if they are not in a deployed set
Variables
● Tools > Variables● Replacement● Execution
Replacement Variables
● “Type lessType less” – says Jim “the rules guy” Heflin● Type fewer variables
Replacement Variables
● Constants
Execution Variables
Either● Definition of the variable is the same for all
rulesOr
● Variable is defined within the rule itselfTypes
● Boolean● String● Number
Execution Variables
Boolean Variables
● True/False responses
● Define the scope for each variable● Most are “Rule” specific● Some, like Tax Rates, are application specific
(“Ruleset”)
Variable Scope
Variable Groups
● Useful for sorting or associating the variables
Numeric Variables
● Most often populated at the rule level●● nDatanData is the most useful, as part of Data Range
(HS.OpenDataUnit)
String Variables
● Second most popular● Useful for storing and managing metadata
member names or attributes
Export Rules
● Do this before you make changes● Select an application name from System View
and File > Export
Import Rules
● Import the entire collection, includingvariables, by variables, by choosing File > Import
� Browse for the .XML file
� Choose the target application.� Update Location Details� This has no connection to the application you
highlighted
Import Rules, cont’d
highlighted
� Click Import
● Helpful scheme while looking at various list views● RS_ for “Rule Set”
● RS_Blank● RS_Calculate
Object Naming
● RS_Calculate● RS_Debug
● RO_ for “Rule Object”● RO_number if they are readily sequenced● RO_ObviousPurposeInTitleCase
● Within a rule, provide intuitive Captions for each object
Be Obvious, Not Cryptic
Another Rule Example
● Does the graphical flow make sense?
Do you miss script yet?
Create a New Rule
� Use long names� HFM supports up to 50 alphanumeric characters for
the rule name
● And feel sorry for Essbase users ☺● And feel sorry for Essbase users ☺
Select the Calculation Type
The Rule Palette
1. Condition2. Formula3. Data Range4. Member Range5. Script6. Fixed Loop
Conditions
● 99% of your rules should have some● Most important performance aspect of your
application● Always ask yourself:● Always ask yourself:
● Value dimension member?● Which entities?● Which period?
Formula
● Used to populate variables● And for most functions
● HS.ExpHS.SetDataWithPOV● HS.SetDataWithPOV
● HS.Clear● Many more
Populate Rule Scope Variables
HS.Clear Function Syntax
Shared Formulas
● Like Windows, shows a little hand on the icon● Usage◦ Check this if you want to change or delete the formula
HS.Exp or Data Range or Member Range?
● Do you want to:● Operate easily with all valid intersections at once?Or● Evaluate each record that exists, one at a time?Or● Look through each metadata member, regardless
if there is data or not?
All Intersections at Once
● HS.Exp will operate on all validvalid intersections of the chosen members:● “Pull” from right to left
HS.Exp Function
● Does not appear in graphical● Just set two intersections equal to each other● Still a concept of left and right
● Pull to the left
Multiple Rows
● Series of HS.ExpHS.Exp functions in the same formula● Last one in wins!
● … for the same target intersection
One Record at a Time
● HS.OpenDataUnit / @OpenDataUnit● Fetches records that existexist, within the current data unit● … including derived data
● You are here!● Current data unit
● Current record● Can evaluate each fieldfield or
data value data value separately
Data Range
●● HS.OpenDataUnitHS.OpenDataUnit● Blank for a
dimension implies dimension implies all base members with data
● Fill in a single parent member
● Use lists● Populate a variable
for each field
String Functions
● Evaluate the account● We only want accounts beginning
with “3”, but not “32101”
Member Range
● Rare times when the onlyoption is to cycle through metadata● Regardless if there is data or
notCan be time consuming● Can be time consuming● Spend more time “huntinghunting ” for
25 records out of possible 1,000 intersections
● Cannot rely on calc status● ICP matching report works
this way● ICP Entities * Partners *
Accounts * C1 * C2 * C3 * C4 = BillionsBillions of possible places!
● … So do Financial Reports and Smart View
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Questions
Chris [email protected]+1.617.480.6173www.ranzal.com
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
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