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Advanced Topics in Calc Manager for HFM Calc Manager for HFM Chris Barbieri Edgewater Ranzal
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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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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
