barbieriadvancedtopicsincalcmanagerforhfmkscope2011x-110708143418-phpapp02.pdf

Advanced Topics in

Chris Barbieri 

Edgewater Ranzal

About Edgewater Ranzal 

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15 Years 700+ clients 1000+ projects

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One of the Largest Hyperion Practices in the U.S. Oracle / Hyperion Platinum Partn Pa rtner er - Hig Highes hestt Status Status Vertical Expertise with HighProfile Clients from Coast to Coast Sound Project Methodology Insures Project Success “One Stop Shop” for ALL EPM Implementation needs

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Advanced Topics in Calc Manager ●

Sub Translate

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Sub Dynamic Sub NoInput

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Sub Consolidate

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Troubleshooting

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Logging Timers

A Note on Translation

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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 ●

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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” ●

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Generally not advisable to use constants Overrides are stored in a custom in this app ●

Use “1” instead of the rate

Write to Another Entity ●

The only time you can write to another entity A sibling entity AND ropor on or m na on mem ers on y AND @CON function in Sub Consolidate ●

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Change Another Entity’s Calc Status ●

@ImpactStatus ●

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“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

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Use a condition to avoid consolidating to a particular entity

Consolidate – Data Range ●

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Only accounts flagged Consolidated are Don’t consolidate zeros: skip them

Consolidate – HS.Con Function

Member Range

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Cycle through a list of members within a given dimension Can be defined in the rules “Parent”,”[Base]” Or from custom member lists “OverrideAccounts” OverrideAccounts” Most common in NoInput rules

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Don’t use this elsewhere if you can avoid it

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Member Range Example

Test User Defined Fields ●

Exp you

Dynamic Function

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Note the use of a different formula for each View

NoInput Function ●

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Inside a member range Custom4 con t ons not shown

Debugging, aka “WriteToFile” ● ●

Is the rule running? Did it pass each condition? Add a formula {i} = {i} ● ●

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To contain the information you wan t to write out At the point in the rule where you want the information Formula Level Rule Level

Debugging, cont’d ●

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Icon indicates you can enter text Also add variables to see their contents at that point in the rule

Debugging Example ●

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Within data range, but before account condition

After the condition

Script ●

Possible, but… ●

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… 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

Questions

Chris Barbieri  [email protected]  +1.617.480.6173  www.ranzal.com

Presentations

Calculation Manager: The New and Improved Application 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

www.ranzal.com

Chris Barbieri  [email protected]  +1.617.480.6173  www.ranzal.com