Getting Started with Calc Manager for HFM


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Ranzal Practice Director, Chris Barbieri conducted this presentation at the recent ODTUG Kaleidoscope conference in Long Beach, California.

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Getting Started with Calc Manager for HFM

  1. 1. Getting Started withCalc Manager for HFM Chris Barbieri Edgewater Ranzal
  2. 2. About Edgewater Ranzal One of the Largest Hyperion Practices in the U.S. Oracle / Hyperion Platinum Partner - Highest Status 15 Years 700+ clients Vertical Expertise with High- 1000+ projects Profile Clients from Coast to Coast Sound Project Methodology Insures Project Success “One Stop Shop” for ALL EPM Implementation needs
  3. 3. Our Services Business Consolidation Planning Intelligence Data Project Infrastructure Services Management
  4. 4. Calc Manager● Intro: What, where, and why would I use it?● Object hierarchies ● Variables ● Rule sets ● Objects● Hung up on naming schemes● Deploying, importing, exporting
  5. 5. Why Use Calc Manager?● Code and document better ● Flow metaphor better describes the decision process ● Enforces structured variables ● Easy re-use of objects● New feature in EPMA apps only● added support for Classic apps● Very useable
  6. 6. Object Hierarchy● System View: ● Primary view when you enter Calc Manager● Choose the product
  7. 7. Application● Once you select a product, you will see the available applications for each
  8. 8. Calculation Type● These are the available HFM rules subroutines
  9. 9. 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
  10. 10. Deployment View● View > Deployment View● Manage which set will be the deployed one ● Only one can be checked ● All can be unchecked
  11. 11. Manage a Rule Set● 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!
  12. 12. 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 ● They won’t run if they are not in a deployed set
  13. 13. Variables● Tools > Variables● Replacement● Execution
  14. 14. Replacement Variables● “Type less – says Jim “the rules guy” Heflin Type less”● Type fewer variables
  15. 15. Replacement Variables● Constants
  16. 16. Execution VariablesEither ● Definition of the variable is the same for all rulesOr ● Variable is defined within the rule itselfTypes ● Boolean ● String ● Number
  17. 17. Execution Variables
  18. 18. Boolean Variables● True/False responses
  19. 19. Variable Scope● Define the scope for each variable● Most are “Rule” specific● Some, like Tax Rates, are application specific (“Ruleset”)
  20. 20. Variable Groups● Useful for sorting or associating the variables
  21. 21. Numeric Variables● Most often populated at the rule level● nData is the most useful, as part of Data Range (HS.OpenDataUnit)
  22. 22. String Variables● Second most popular● Useful for storing and managing metadata member names or attributes
  23. 23. Export Rules● Do this before you make changes● Select an application name from System View and File > Export
  24. 24. Import Rules● Import the entire collection, including variables, by choosing File > Import Browse for the .XML file
  25. 25. Import Rules, cont’d Choose the target application. Update Location Details This has no connection to the application you highlighted Click Import
  26. 26. Object Naming● Helpful scheme while looking at various list views● RS_ for “Rule Set” ● RS_Blank ● 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
  27. 27. Be Obvious, Not Cryptic
  28. 28. Another Rule Example● Does the graphical flow make sense?
  29. 29. Do you miss script yet?
  30. 30. Create a New Rule Use long names HFM supports up to 50 alphanumeric characters for the rule name● And feel sorry for Essbase users ☺
  31. 31. Select the Calculation Type
  32. 32. The Rule Palette1. Condition2. Formula3. Data Range4. Member Range5. Script6. Fixed Loop
  33. 33. Conditions● 99% of your rules should have some● Most important performance aspect of your application● Always ask yourself: ● Value dimension member? ● Which entities? ● Which period?
  34. 34. Formula● Used to populate variables● And for most functions ● HS.Exp ● HS.SetDataWithPOV ● HS.Clear ● Many more
  35. 35. Populate Rule Scope Variables
  36. 36. HS.Clear Function Syntax
  37. 37. Shared Formulas● Like Windows, shows a little hand on the icon● Usage ◦ Check this if you want to change or delete the formula
  38. 38. 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?
  39. 39. All Intersections at Once● HS.Exp will operate on all valid intersections of the chosen members: ● “Pull” from right to left
  40. 40. 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
  41. 41. Multiple Rows● Series of HS.Exp functions in the same formula● Last one in wins! ● … for the same target intersection
  42. 42. One Record at a Time● HS.OpenDataUnit / @OpenDataUnit ● Fetches records that exist within the current data unit exist, ● … including derived data● You are here! ● Current record ● Can evaluate each field or ● Current data unit data value separately
  43. 43. Data Range● HS.OpenDataUnit● Blank for a dimension implies all base members with data● Fill in a single parent member● Use lists● Populate a variable for each field
  44. 44. String Functions● Evaluate the account ● We only want accounts beginning with “3”, but not “32101”
  45. 45. Member Range● Rare times when the only option is to cycle through metadata ● Regardless if there is data or not ● Can be time consuming ● Spend more time “hunting for hunting” 25 records out of possible 1,000 intersections ● Cannot rely on calc status 37● ICP matching report works this way 86 ● ICP Entities * Partners * Accounts * C1 * C2 * C3 * C4 = Billions of possible places!● … So do Financial Reports and Smart View
  46. 46. Questions Chris Barbieri +1.617.480.6173
  47. 47. 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
  48. 48. Chris Barbieri +1.617.480.6173