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What Would Happen If I Did…
In Hyperion Financial Management?
Part 2

Chris Barbieri

Copyright ©2013 by Chris Barbieri, E...
Ever Wonder What Would Happen?
Delete the first few years of data in an application?
Make a base entity into a parent?
A m...
Delete the first few years of data in an
application?
No built-in functionality to archive
Can not remove years
● …Can add...
Retained Earnings Before

Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Clear Data

Database Management
Other Methods?
Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Clear Parent Entities?

Yes you can!
Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Calc Status
Does not return to “NoData”
● …Stays at “OK”

Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Back to the Roll Forward
Add a year condition to the rules

Now consolidate again
● Retained Earnings is gone
● Cell IsCal...
Avoid Lost Data
Account is calculated
Remove the flag before reconsolidating?
● On the Account
● … and the Custom4 member
...
Make a base entity into a parent?
Data can only be entered into base entities
<Entity Currency> in a parent is the sum of
...
Make EastSales a Parent
Load new metadata

Data in parent entity is not from its children

Copyright ©2013 by Chris Barbie...
Consolidate All With Data
Data in <Parent Currency> and above are
cleared during consolidation process
● … and re-populate...
A metadata load / deploy while someone
else is consolidating?
When you load metadata files, the system waits
for other tas...
Task Audit for Baseline Times
Load data
● Replace mode
● 49 seconds

Consolidate
● Multi-year grid: Consolidate All With D...
Metadata Should Complete First
Executed last of three activities
● Load Data: 65 seconds (vs. 49)
● Consolidation: 153 sec...
Add a new custom dimension in 11.1.2.2?
Requires Release 11.1.2.2.303 Patch Set Update
(PSU): 11.1.2.2.303
Application pro...
Edit the Profile
Add One new dimension to existing profile
● Custom5 = “Species”
● Save As...

Copyright ©2013 by Chris Ba...
Import this into the metadata file
Edit Customs > Import

“Species” is available for editing
Update Account attributes

Sa...
Update the Application
Consolidation
Administration
● Administration >
Applications
● Right-click and
Modify

Scary messag...
Load the New Profile
Select 5-dimension profile
Modify >
● Review Changes
● Note “Species” dimension
● Clear Data Audit Ta...
Clear Data Audit Table
If you have this enabled
● Use the Audit Extract Utility
● Or App > Consolidation >
Maintenance > D...
Return to Modify
Return to previous Modify steps

Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Simple Grid Showing 4 Dimension POV
Before

After

Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Database
AppName_Custom_Item table

Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Data Table
Before: Two LCustomX fields

After: Three LCustomX fields

Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
Load Application Elements
All data moved to Species “[None]”
Web metadata load options

Copyright ©2013 by Chris Barbieri,...
Updated Species Dimension
Data still resides in Species [None]
Other members now available
Update Account Custom

Copyrigh...
Woops! What About New Data?
HFM handled existing data and journals
Data integration tool and process needs to be
updated f...
Chris Barbieri
cbarbieri@ranzal.com
Needham, MA
USA
+1.617.480.6173
www.ranzal.com
Copyright ©2013 by Chris Barbieri, Edge...
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What would happen if i did...in hfm (part 2)

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Transcript of "What would happen if i did...in hfm (part 2)"

  1. 1. What Would Happen If I Did… In Hyperion Financial Management? Part 2 Chris Barbieri Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  2. 2. Ever Wonder What Would Happen? Delete the first few years of data in an application? Make a base entity into a parent? A metadata load / deploy while someone else is consolidating? Add a new custom dimension in 11.1.2.2? Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  3. 3. Delete the first few years of data in an application? No built-in functionality to archive Can not remove years ● …Can add later years Considerations ● Roll-forwards ● ● Retained earnings Cash flow ● Ratios that span years ● Reports Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  4. 4. Retained Earnings Before Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  5. 5. Clear Data Database Management Other Methods? Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  6. 6. Clear Parent Entities? Yes you can! Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  7. 7. Calc Status Does not return to “NoData” ● …Stays at “OK” Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  8. 8. Back to the Roll Forward Add a year condition to the rules Now consolidate again ● Retained Earnings is gone ● Cell IsCalculated Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  9. 9. Avoid Lost Data Account is calculated Remove the flag before reconsolidating? ● On the Account ● … and the Custom4 member ● Re-load 2005 and reconsolidate 2005 and 2006 again ● ● Possibly load Opening Balance in 2006, now that it’s not IsCalculated Still have to manage when to clear and when NoInput Re-load January 2006 base data with Replace mode? ● Forces HFM to “see” it as Input rather than Calculated This gets more complicated the more you think it through Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  10. 10. Make a base entity into a parent? Data can only be entered into base entities <Entity Currency> in a parent is the sum of [Contribution Total] of it’s children Add children to EastSales Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  11. 11. Make EastSales a Parent Load new metadata Data in parent entity is not from its children Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  12. 12. Consolidate All With Data Data in <Parent Currency> and above are cleared during consolidation process ● … and re-populated from base ● -1,300 is from rules, not data Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  13. 13. A metadata load / deploy while someone else is consolidating? When you load metadata files, the system waits for other tasks such as consolidation, data entry or other load processes to finish before proceeding to load the files. HFM Administrator Guide, p. 117 Can we see this? ● Task Audit… ● Running Tasks Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  14. 14. Task Audit for Baseline Times Load data ● Replace mode ● 49 seconds Consolidate ● Multi-year grid: Consolidate All With Data ● ● ● Actual 2005 Jan-Dec Actual 2006 Jan-Dec Actual 2007 Jan-Mar ● 72 seconds Load Metadata ● 13 seconds Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  15. 15. Metadata Should Complete First Executed last of three activities ● Load Data: 65 seconds (vs. 49) ● Consolidation: 153 seconds (vs. 72) ● Load Metadata: 115 seconds (vs. 13) Shortest activity Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  16. 16. Add a new custom dimension in 11.1.2.2? Requires Release 11.1.2.2.303 Patch Set Update (PSU): 11.1.2.2.303 Application profile determines dimensions Metadata file allows you to edit them Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  17. 17. Edit the Profile Add One new dimension to existing profile ● Custom5 = “Species” ● Save As... Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  18. 18. Import this into the metadata file Edit Customs > Import “Species” is available for editing Update Account attributes Save updated metadata Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  19. 19. Update the Application Consolidation Administration ● Administration > Applications ● Right-click and Modify Scary message! Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  20. 20. Load the New Profile Select 5-dimension profile Modify > ● Review Changes ● Note “Species” dimension ● Clear Data Audit Table Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  21. 21. Clear Data Audit Table If you have this enabled ● Use the Audit Extract Utility ● Or App > Consolidation > Maintenance > Data Audit ● XX = “Delete All” Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  22. 22. Return to Modify Return to previous Modify steps Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  23. 23. Simple Grid Showing 4 Dimension POV Before After Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  24. 24. Database AppName_Custom_Item table Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  25. 25. Data Table Before: Two LCustomX fields After: Three LCustomX fields Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  26. 26. Load Application Elements All data moved to Species “[None]” Web metadata load options Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  27. 27. Updated Species Dimension Data still resides in Species [None] Other members now available Update Account Custom Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  28. 28. Woops! What About New Data? HFM handled existing data and journals Data integration tool and process needs to be updated for new dimension Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
  29. 29. Chris Barbieri cbarbieri@ranzal.com Needham, MA USA +1.617.480.6173 www.ranzal.com Copyright ©2013 by Chris Barbieri, Edgewater Ranzal
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