demoHFM

Introduction To Hyperion Financial Management

Topics Introduction Introduction to Hyperion  What is BI, BPM & EPM  Categories of EPM  HFM  HFM Architecture  Features of HFM  Data Storage in HFM  Data & Meta Data  HFM as!s"  FDM tas!s"  #eporting  $ther Conso%idation Conso%ida tion oo%s  App%ication Creation 

Hyperion 

Hyperion is an EPM syste 'ith Business Inte%%igence (BI) and Business Perforance Manageent (BPM ) oo%

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It has app%ications for P%anning, conso%idation, scorecarding, reporting, dash*oards, Ana%ysis, Wor!space, Master Data Manageent and Foundation"

What is BI 

BI too%s ena*%e organiations to ana%ye high -o%ues of inforation in order to ha-e e.ecti-e support during the decision/ a!ing process"

BPM 

Business performance management  is a set of anageent and ana%ytic processes that ena*%e the anageent of an organiation0s perforance to achie-e one or ore pre/se%ected goa%s"

What is EPM 

Enterprise Performance Management (EPM) is a anageent 1e%d of Business Performance Management   'hich considers the -isi*i%ity of operations in a c%osed/%oop ode% across a%% facets of the enterprise"

EPM Products

Categories of EPM  EPM ($2AP) App%ication

#eporting

Data Manageent

HFM P%anning  

I#

$DI

F# We* Ana%ysis Ess*ase

FDM D#M

What is HFM 

$rac%e Hyperion Financia% Manageent is a coprehensi-e, We*/*ased app%ication that de%i-ers g%o*a% 1nancia% conso%idation, reporting and ana%ysis in a sing%e, high%y sca%a*%e soft'are so%ution"

HFM Architecture

Features of HFM  

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C%ose 2ife Cyc%e Process anageent for tight contro% of the re-ie' and appro-a% process Data 3a%idation, Auditing" Currency trans%ation to support u%tip%e %oca% currencies Autoatic e%iinations for intercopany transactions

How the ata !tores in HFM 

su* cu*ic forat"

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Diensions

 here are 45 diensions for e-ery HFM app%ication

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ata % Meta ata Metadata is de"ned as the structural elements of an application that descri#e and hold data$ Eg6 Diension naes, Me*er naes ,Properties ,E7change #ates and security$ 

HFM Tas&s

'lder Consolidation Tools 

 Spreadsheet/*ased so%utions are di8cu%t to aintain and do not pro-ide an audit trai%" Auditors agree that spreadsheets are insu8cient for 1nancia% conso%idation and reporting today"

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Point so%utions for 1nancia% conso%idations are *ui%t on%y for the statutory reporting process and are genera%%y used *y on%y a %iited nu*er of ep%oyees in the accounting departent"

Application Creation 

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9 steps for creating App%ication" Creating App%ication Pro1%e" (:ear, Period, 3ie') Creating App%ication" Managing App%ication Security" Managing Metadata" 2oad Data, Data Fors, Me*er 2ists, #u%es, ;ourna%s, ICP to the App%ication"

!teps for loading data through FM

ata loading process

'(er(iew of HFM)FM) HF*   

Conso%idation, Contro% of data" Data 2oading oo% #eporting oo%

C'+C,-!I'+ Financial closing & consolidation ->OLAP solution  Extended Analysis  Reporting Solutions HFR,IR,!e"-analysis ->Rules are #ritten in $isual %asic script to create calculations in HF ->HF 'onsolidate t(e data and use )ata *anage*ent tool +or loading t(e data lie F),O)I,)R  ->

THA+.