Hfm Overview

HFM - HYPERION FINANCIAL MANAGEMENT What is Configurable Dimensions? 

Configurable Dimension allows the HFM administrator to set the number of custom

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dimensions in the application. For each dimension it is possible to set the size of the dimension and give a short name and a long name (alias).

What are the benefits of Configurable Dimensions? 

Configurable Dimensions provides HFM the flexibility lacking in the traditional

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tools with predefined fixed structures. HFM applications can be built with the exact number of custom dimensions needed. f ! custom dimensions are necessar"# necessar"# then the application can be built with !

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dimensions. f it needs $ or %# the number of custom dimension can be set 

accordingl". Customer re&uirements drive the design and the structure of the application without constraints or compromises.

What kind of application can be built in HFM? HFM is the preferred tool to create financial reporting applications. applications. Management reporting and legal consolidation can be handled within the same application. Configurable dimension proides an expandable framework ideal to handle all the re!uired details" whether it is operational or legal. For instance some dimensions can be used to analy#e $roduct and Market information" while other dimensions for type of ad%ustments or eliminations. &ll the information in these configurable dimensions is automatically aailable in Web forms" 'eports and in (xcel using the )mart*iew module. What is the +si#e, of a dimension?  

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'he size of a dimension determines the total number of elements in the dimension. Depending on the size of the dimension# the s"stem allocates in the database a different number of b"tes for the index . 'he size of a dimension can be either arge ! billions members ($ b"tes used internall") Medium *!#+++ members (! b"tes used internall") ,mall -! members (- b"te used internall")

What is the minimum number of custom dimensions in an application?

Classifcation: Classifcation: Genpact Internal

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'he minimum is ! custom dimensions. 'echnicall" the s"stem re&uires these ! dimensions to store the source and

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destination currencies for the exchange rates. 'he s"stem will automaticall" create these ! dimensions with a arge size.

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 What is the maximum number o !imension in an a""#i$ation% 

'he number of dimensions is limited b" the total number of b"tes used for all the

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index of these dimensions. 'his total must not exceed $+ b"tes. 'he s"stem will alwa"s create the first two dimensions as arge# which will use 

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b"tes. 'here will be *! b"tes remaining for additional customs. When creating an application" can - mix arge" Medium and )mall dimensions in the same application? 

/es. t is possible to create some custom dimensions as arge and other dimensions as Medium or ,mall.

What happens when - reach the maximum number of elements in a dimension? 

0lthough the officiall" published maximum number of elements is -!1 *!#+++1 !billion for ,mall# Medium# and arge dimension# internall" the s"stem can

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accommodate twice this number of elements. 2nce the maximum number of elements is reached in a dimension# it is not possible

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to create additional elements. 'he solution is then to create a new application and set the dimension with a larger size.

Can we delete elements in order to regain some index number for new elements?   

3o. 'he s"stem does not reuse index number of deleted elements. 0fter the application has been created in a Development environment# it is recommended to create a brand new application for 4roduction containing onl" the final version of metadata and using internall" onl" the exact number of index

Does Configurable Dimension hae an impact on performance?  

Configurable dimension does not have a direct impact on performance. n an application where Calculation rules are correctl" written# performance is driven b" the amount of data in the application# not b" the number of dimensions or the number of elements in each dimension.

Classifcation: Genpact Internal

Does adding dimension to an existing application hae an impact on performance? 

0dding dimensions to an existing application is li5el" to introduce more detailed

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reporting and therefore re&uire additional data and additional calculation rules. 'hese additional data and rules will have an impact on performance.

What is the optimal number of custom dimension?  

'here is no technical optimum number independent from the business re&uirements. For a specific application# the optimal number of dimensions is the smallest number of dimensions necessar" to handle the business re&uirements.

-s usability better with more dimensions or fewer dimensions?

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6sabilit" is better with fewer dimensions. t will be easier for the users to view and set the 4oint of 7iew with fewer

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dimensions. 'here will be less dimensions to use in 8ournals# 9eports# :rids# ;eb forms#

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,mart7iew. )hould existing applications be modified following the introduction of configurable dimensions? 

 The existing applications can be converted using the migration utilit"# the" can continue to be used as  is.

We hae an existing application with / custom dimensions where only 0 custom dimensions are used. How can - remoe the /th unused dimension?  

t is not possible to remove a dimension from an existing application. 0 new application must be created.

,hould existing applications be redesigned to ta5e advantage of configurable dimensions< f the business re&uirements are the same# then the existing application should remain the same. f the reporting needs are evolving# then it is possible add new dimensions to the existing application. How many custom dimensions should be used in an application? 'he number of custom dimensions depends on the level of details of the reporting. ;hen the same detailed anal"sis exist for multiple accounts# this detail should be created in a custom dimension. For instance# if ,ales# Cost of :ood ,old and :ross Margin must all be detailed b" products# then it is advised to create a 4roduct hierarch" in a custom dimension. ;hen an account must be anal"zed b" a combination of details# for instance ,ales b" 4roduct and also simultaneousl" b" Mar5et# then these details should be be created in separate dimensions. 'he more anal"tical details are re&uired# the more dimensions are

Classifcation: Genpact Internal

necessar". For instance# if ,ales# Cost of goods sold and :ross margin must be anal"zed simultaneousl" b" 4roduct# Mar5et# Channels# and 4ac5ages# then it is advised to use $ custom dimensions.

Can custom dimensions contain details of different natures? /es. 0 custom dimension can contain different t"pe of details# as long as these details are used on different accounts. For instance if the 4= accounts are detailed b" 4roducts and the >alance ,heet accounts are detailed b" Flows# then it is possible to use the same custom dimension for both details. 4roducts and Flows will be created as separate hierarchies in the same dimension. ;hen defining the accounts# 4= accounts will be associated with 4roduct hierarch" and >alance ,heet accounts will be associated with Flow hiearch". -s it better to create more custom dimensions or fewer custom dimensions? ;e believe it is better to create fewer dimensions because it will be easier for the user to navigate in the product. ;hen possible we thin5 it is better to use the same dimension for different t"pe of details# using the top member attributes in accounts to define the correct intersections. How does the s"stem associate custom elements with accounts< i5e in prior version# the valid custom dimension elements are associated with accounts using metadata attribute? Dimension 3ame@'opMember. )hould - create the application with extra unused dimensions" %ust in case it will be needed later? 3o. 'he application should be created with the exact number of dimensions re&uired for the current business re&uirements. ;e will provide a separate utilit" to add custom dimensions to existing application. ;hen a new dimension will be added to an existing application# all historical data will be preserved. 'he new dimension will contain a A3oneB element. 'he existing data will be set to A3oneB for the new dimension. What is the impact of Configurable Dimensions on the 1ser interface? ,everal changes were made in the 6ser nterface of the product to accommodate a variable number of custom dimensions. For instance# it is possible to control the dimensions displa"ed in the 4oint of 7iew and also how the 4oint of 7iew is displa"ed. 0re all Custom dimensions re&uired when entering 8ournal< /es. n order to adapt the 8ournal module to a possibl" large number of custom dimensions# the s"stem can automaticall" move common elements from the rows to the page so that the user does not have to repeat the same element on ever" row. How do the 'ules work with Configurable Dimensions? 0ll existing functions continue to wor5. ,ome new generic functions have been created to handle applications with more than $ custom dimensions. How are custom dimension names and dimension alias used in the system?

Classifcation: Genpact Internal

>oth custom dimension name and alias can be referenced in rules# web forms and s"stem reports. What is the impact of custom dimensions on the infrastructure platform? 'here is no direct impact of custom dimension on the infrastructure. 'he infrastructure must be sized based on the number of concurrent users# the amount of data processed during consolidation# the amount of data processed in reports or other data retrieval mechanisms# the intensit" of the calculation re&uired. For best performance# %$ bit s"stem using fast processors and large enough amount of memor" is recommended. How will you calculate minority interest in hyperion financial m anagement? 03, ;e need to write in rules as 4Con42wn4Min# to calculate percentage of minorit" intrest. EMinorit"EconsolidationEownership

H"perion as compared to other tools is securit" used in the shared services. 'here is no , for 20ps but there is a , ( Internet Information Services)for HFM# f there is no , its time ta5ing process to retrieve the financial data. Can we hae multiple databases in single applications? "es. Can we start and stop an application indiidually and how to increase performance using this< ;e can manage our server resources b" starting onl" applications which receive heav" user traffic. ;hen an application is started# memor" is accompanied b" all associated data bases. Which type of tasks can you define in a task list? data forms and data grids What are the re!uirements for creating a dataform? Created metadata design# users is necessar" to create data forms Can anyone explain the ariable $2* in 3askFlow automation? the variables are onl" used to store the result of other stages as ,uccess or Failure. /ou will need to enter the 427 for each stage. What is the limitation of )cenario dimension? How many number of scenario4s we can define in HFM &pplicaiton? 03, no limitation D&3& F2'M *s D&3& 5'-D 427 selection can be restricted for users in Data forms but not in Data :rids . Data grids are more flexible for data anal"sis but not secure as data forms.

Classifcation: Genpact Internal

Date :rids can be modified b" an" user having viewall access but to modif" data forms "ou need to have special access. Data forms restricts user to a particular 427. Data :rid allows user to select an" members from the dimensions hierarch". Data forms should be designed for the user  who does repeatible tas5s  hitting a specific 427.# whereas Data :rids should be designed for the advanced user who has complete understanding of the entire application design.

Data entr" forms are pre defined and are generall" used to manuall" input data into reporting (financial statement) schedules.  'he" can also be used for reviewing purposes and it gives users a presentable G and consistent format to view data in H"perion. Data grids are the e&uivalent of pivot tables in excel. t should be used for ad hoc purposes to view G anal"se data in whatever form "ou choose. 'he user has the flexibilit" to choose what the" see in the rows# columns and page dimensions. 2ne of the main differences between data entr" forms and data grids is that "ou cant export data grids to excel whereas "ou can with data entr" forms. 2ther differences are  -. 9un consolidation# translation# promotion from data grids but not in data entr" forms.  !. /ou can lin5 other data entr" forms to a data entr" form  *. Data entr" forms offer greater formatting options than in data grids i.e. colours# fonts# bold# italics. 0t the end of the da"# the" are similar and there is no reason wh" "ou cant have (use) both. t all depends on "our local needs on how best "ou use both

where the alue will ad%ust after posting %ournal? we can see the adIustments in data grid. 0fter posting the Iournal the adIustable value comes under entit" currenc" adIustments. where the alue stores after done icp eliminations? the values are store under eliminations in value dimension. when we change the alue in dataform" is that alue will effect the data grids or not? no# because we can create the data forms through data grids onl". what is the importance of hyperion financial management? Man" finance executives face the daunting tas5 of consolidating their Companies financial and operating results using spreadsheets that are difficult to maintain and audit.

Classifcation: Genpact Internal

What is recurring %ournal? some Iournals we use rapidl". ,o# for the purpose# we will create recurring templates# we will create recurring Iournals. What is an &uto 'eersing 6ournal? f we create a Iournal as 0uto 9eversing 8ournal# the Iournal will posted in the next period b" reversing the Debit and Credit. What is consolidation? 0ggrigating the data from base level member to the parent level members. How will you perform Currency 3ranslations?

First we have to create all the currencies in the Meta Data tem called currencies. 'hen we have to perform currenc" translations in Jxplore data module b" using custom dimensions and value dimension. Which sub routines of 'ules will execute when you run consolidations ? Calculate# 'ranslation# Consolidation How do you enable 'ules to customi#e consolidation ? 0pplication ,ettings @ consolidation 9ules @ / What is 3ranslation ? t is Currenc" translation happens when a parent entit"s default currenc" is different from a child entit"s default currenc". runs when "ou choose 'ranslate or Consolidate. What is &d%ustment ? 0dIusment is to correct the data. t is done b" 8ournals at value dimension member Jntit" currenc" 0dIs and 4arent curr 0dIs. What is the difference between consolidate" consolidate all and consolidate all with the data ? consolidate  onl" entities that re&uire logic or consolidation are updated b" the s"stem. Consolidate 0ll with Data option is available for an" parent entit" regardless of its status.32D0'0 are s5ipped. Consolidate 0ll  an" 4arent entit" regardless of its status. 32D0'0 are also consolidated. how can you cancel consolidation ? HFM ;eb client @ 0dministration @ running 'as5s @ clic5 on the 9ed button

what is -C$ ?

Classifcation: Genpact Internal

'he ntercompan" 4artnership Dimension provides an efficient wa" to identif"# report# and reconcile intercompan" account differences. ;ith the abilit" to view detail transaction at an" time# "ou can reconcile intercompan" account differences fre&uentl" and thus minimize their impact on the closing c"cle. 7ou are not able to load -C$ tansactions. what is the 'eason ? Cause C 4eriod is not opened. expand 'as5s and select C 'ransaction 'as5s ◊ ,elect Manage C 4eriods. From the ,cenario dropdown list# select a scenario for the period. From the /ear dropdown list# select a "ear for the period. select the chec5 box next to each period that "ou want to open. How to extract -ntercompany 3ransactions ? n the >rowser 7iew# expand 'as5s and select Jxtract 'as5s ◊ ,elect Jxtract C 'ransactions. From the 4oint of 7iew bar# select the scenario# "ear# and period. Jnter the names of the Jntit" and 4artner dimension members# or clic5 >rowse to find the Jntit" and 4artner members. ,elect to include one or more of the following options in the extract process 6nMatched# Matched# MisMatched# 4osted# 6n4osted# 9eason Codes. what is 3olerance amount ? 'olerance amount is small discrepancies in the amounts in ntercompan" 'ransactions. ;hat are the t"pes of consolidation and methods of consolidation '"pes -.egal Consolidation !.:eographical Consolidation *.Consolidation b" entit" Methods -.Consolidate !.Consolidate all *.Consolidate all with data What is the difference between switch sign for and switch type for and in which dimension it exists t exists in custom dimension ,witch sign for t is tic5ed to change  K 0,,J' to 0>'/  K 0>'/ to 0,,J'  K JL4J3,J to 9J7J36J  K 9J7J36J to JL4J3,J  K >003CJ to F2;  K F2; to >003CJ ,witch t"pe for t is tic5ed to change  K 0,,J' to JL4J3,J  K JL4J3,J to 0,,J'  K 0>'/ to 9J7J36J  K 9J7J36J to 0>'/  K >003CJ to F2;  K F2; to >003CJ

Classifcation: Genpact Internal

What are the types of %ournals? 9ecurring Iournal 9eversing Iournal 0uto reverse Iournal. what are system defined dimensions? value dimension# C4 dimension# How many custom dimensions are defined in HFM? 'here are four custom dimensions defined in HFM li5e (Custom-#!#*#$.) How many rules are defined in HFM? 'here are  t"pe of rules. -)calculation !)d"namic *)translation $)consolidation )icp rule %)input# N) 3o input# ) 0llocation 'he  t"pes of HFM business rules 1. Translation Rule: perform currency translations that overrides the default currency translation calculations in HFM, such as using historical rates.  2. Allocation Rule: allocation of data from one memer to multiple memers.  !. "onsolidation Rule: custom consolidation used to override the default HFM consolidation. "an e used to handle non#standard consolidation rules $such as regulatory re%uirements& or partial o'nership situations.  (. )nput Rule: allo's data to e entered at a parent entity, 'hich y default is not  allo'ed in HFM.  *. +o )nput Rule: locs specific intersections from users eing ale to enter data.  -. ynamic Rule: similar to dynamic calcs in /lanning0ssase, these rules are run during retrieval and its calculated values are not stored in HFM. Ho'ever, unlie /lanning0ssase, these rules are not 'ritten net to specific memers lie memer formulas. )nstead, they are defined in the rules file along 'ith the 3 other  types of rules.  3. Transaction Rule: used for the )ntercompany Transaction Module in HFM and allo's intercompany accounts to accept intercompany data.  4. "alculation Rule: performs other custom formulas that are not covered y the other types of rules.

What is the difference between data form 8 data grid?

Classifcation: Genpact Internal

point of view is restricted in data from. Data form supports for export= import of L. ;e will add and delete the data forms. explain the scenario t"pes< 0ctual# >udget# Forecast. what are the types loading data in HFM? Merge# 9eplace# 0ccumulation# 9eplace b" securit". (xplain percent control and percent console? percent control is upper boundar" of consolidation percentage# 4ercent console contains the actual percentage of consolidation. (xplain member list and define types of member list? 0 member where we can use to see the data and modif" the data is called member list. ,"stem defined member list 6ser defined member list ◊ static and d"namic member list. what are the HFM tasks? collect = load# adIust# calculate# translate# consolidate# loc5 data# publish data. (xplain HFM &rchitecture? HFM is designed to operate as a multi tier s"stem. Client tier◊ user interface and abilit" to communicate with the application. Middle tier◊connections to database web tier◊ it contains web server and all functions of the application. Database tier◊ contains 9D>M, and all HFM data and metadata. How do you load the data in to HFM? HFM directl" cant ta5e the data from J94 pac5ages. 'hen loaded into FDM and mapped with HFM. What is 3riangulation? 0 mean of converting balances from one currenc" to another via a third common currenc". How do "ou eliminate the intercompan" transactions< ntercompan" transactions are eliminated through plug account. What is data lock? 0 user controlled mechanism that prevents changes to data according to specified criteria# such 0s period or scenario.

Classifcation: Genpact Internal

Difference between balanced" unbalanced and balanced by entity %ournals? -) all debits and credits will be balanced !) all debits and credits will not be balanced. *) 0ll debits and credits are balanced for particular entit".

What is Dynamic memberlist? 0s the dimension members are added and deleted# the d"namic member list automaticall" 9eflects the changes b" repl"ing the user defined criteria.

H&"erion Finan$ia# Mana'ement Inter(ie) *uestions an! Ans)ers  What is H&"erion Finan$ia# Mana'ement % Oracle Hyperion Financial Management is a comprehensive, Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. Oracle Hyperion Financial Management utilizes todays most advanced technology, yet is built to be owned and maintained by the enterprises finance team.  What are the beneits o the H&"erion Finan$ia# Mana'ement ! • •

"#$#F%&'  (ccelerate reporting cycles - )educe closing cycles by days, deliver more timely results to internal and e*ternal sta+eholders.

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%mprove transparency and compliance - Helps reduce the cost of compliance as stipulated by the 'arbanes-O*ley (ct, electronic filing, and other regulatory reuirements and support disclosure reuirements, such as sustainability reporting

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/erform strategic analysis - 'pend less time on processing and more time on value-added analysis

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0eliver a single truth - /rovide a single version of the truth to support financial management and statutory reporting

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#asily integrate - %ntegrate not only with Hyperion products but also w ith your e*isting infrastructure

+eine H&"erion% Hyperion is "usiness %ntelligence "% and "usiness /erformance Management "/M  tool. %t is the mar+et leader in Operational , Financial and 'trategic /lanning. %t contains the applications for reporting, /lanning , dashboards, (nalysis, score carding, consolidation, Wor+space, Master 0ata Management and Foundation. Ex"#ain O#a" an! mention i it is re#ate! to HYPERION FINANCIAL MANAGEMENT ! •

Hyperion HFM1 Hyperion /lanning both are #ssbase based. &hey are front-end tech and #ss base is the bac+ end. #ss-base is a M-O2(/. &here are three types of O2(/ technology present in the mar+et. &hese are )O2(/, MO2(/ and HO2(/.

Classifcation: Genpact Internal

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 (n e*ample of )O2(/ is "O. Here we deal with table and they acts as a virtual cube. "ut if we thin+ about Oracle #*press Hyperion #ssbase and 3ognos then they are real cubes. &hus MO2(/. )O2(/4MO2(/5HO2(/.

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%n case of "O, we need to 6oin to attain the O2(/ effect virtually but behind is a 6oined table. "ut in 3ase of MO2(/ there is no concept of table it is cube only.

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For e*ample a page is a table then a "oo+ is a 3ube.

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%f the data is large then it is advisable to ta+e up )O2(/ not MO2(/. because the performance of the cubes degrade. %f the size of data is around 788 9" to 7:8 9" then it is fine to go with MO2(/ and if it is more then that then we should choose "O.

Ex"#ain )h& )e use H&"erion % •

 We have %%' for HFM although there is no %%' for O2(/s. %f there is no %%' then it is a time ta+ing process to retrieve financial data.

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%s it possible to have one ('O database and one "'O database in a single application. ;ustify .

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$o because ('O1"'O classification is defined at (pplication level and not at the database.

Can )e ha(e mu#ti"#e !atabases in sin'#e a""#i$ation %