Getting started with Calc Manager forHyperion Financial     Management           Chris Barbieri        Practice Director  ...
Chris Barbieri Established HFM performance tuning techniques and statistics widely used today 4+ years as Sr. Product Issu...
Calc Manager Intro: What, where, and why would I use it? Object hierarchies ◦ Variables ◦ Rule sets ◦ Objects Hung up on n...
Why Use Calc Manager? Code and document better ◦ Flow metaphor better describes the decision   process ◦ Enforces structur...
Object Hierarchy System View: primary view when you enter Calc Manager Choose the product
Application Once you select a product, you will see the available applications for each
Calculation Type These are the available HFM subroutines
A rule set is like a playlist Usually have one main set One “blank” set And one “debug” set ◦ Add or remove individual rul...
View > Deployment View Manage which set will be the deployed one ◦ Only one can be   checked ◦ All can be uncheckedDeploym...
Double-click on a set to see the contained rules ◦ Puts you into rule set manager ◦ Drag a rule in, or right-click to remo...
How do you define a rule? ◦ A logical grouping of conditions, ranges, and   formulas that perform a distinct task Rules do...
Variables Tools > Variables Replacement Execution
Replacement Variables “Type less” – Jim “the rules guy” Heflin Type fewer variables
Replacement Variables Constants
Execution Variables• Some are defined with the variable, so  the same definition can be used by all  rules.• In most cases...
Execution Variables
Boolean Variables True/False responses
Variable Scope Define the scope for each variable Most are “Rule” specific Some, like Tax Rates, are application specific
Variable Groups Useful for sorting or associating the variables
Numeric Variables Most often populated at the rule level nData is the most useful, as part of Data Range (HS.OpenDataUnit)
String Variables Second most popular Useful for storing and managing metadata member names or attributes
Do this before you make changes Select an application name from System View and File > ExportExport Rules
Import the entire collection, including variables, by choosing File > Import Browse for the .XML fileImport Rules
Choose the target application.  Update Location Details  This has no connection to the application you  highlighted Click ...
Helpful scheme while looking at various list views RS_ for “Rule Set” ◦ RS_Blank ◦ RS_Calculate ◦ RS_Debug RO_ for “Rule O...
Be Obvious, Not Cryptic
Does the graphical flow make sense?Another Rule Example
Use long names  HFM supports up to 50 alphanumeric  characters for the rule name And feel sorry for Essbase users ☺Create ...
Select the Calculation Type
1.   Condition2.   Formula3.   Data Range4.   Member Range5.   Script6.   Fixed LoopThe Rule Palette
99% of your rules should have some Most important performance aspect of your application Always ask yourself: ◦ Value dime...
Used to populate variables And for most functions ◦   HS.Exp ◦   HS.SetDataWithPOV ◦   HS.Clear ◦   Many moreFormula
Populate a Variable
HS.Clear
Like Windows, shows a little hand on the icon Usage ◦ Check this if you want to change or delete the   formula.Shared Form...
Does not appear in graphical ◦ Just set two intersections equal to each other ◦ Still a concept of left and right   Pull t...
Last one in wins!Multiple Rows
Blank for a dimension implies all base members with data Fill in a single parent member Use listsData Range
Evaluate the account ◦ We only want accounts beginning with “3”String Functions
Translate balance sheet accounts at average rate, using PVATranslate
Simple example The only time you can write to another entity ◦ A sibling ◦ [Proportion] or [Elimination] only ◦ Use a cond...
Only accounts flagged Consolidated are availableConsolidate, cont’d
Consolidate, cont’d
Cycle through a list of members within a given dimension Can be defined in the rules “Parent”,”[Base]” Or from custom memb...
NoInput
Test User Defined Fields
Note the use of a different formula for each ViewDynamic
NoInput Formula
Zoom
Is the rule running? Did it pass each condition? Add a formula {i} = {i} Enable Logging ◦ Rule LevelDebugging, aka “WriteT...
Icon indicates you can enter text Also add variables to see their contents at that point in the ruleDebugging, cont’d
Within data range, but before account condition After the conditionDebugging Example
Output log sample
Possible, but… ◦ … chicken’s way out Take you just as long to write in script as it would to use graphical mode ◦ And it w...
No idea…Fixed Loop
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Getting Started with Calc Manager for Hyperion Financial Management

  1. 1. Getting started with Calc Manager forHyperion Financial Management Chris Barbieri Practice Director Edgewater Ranzal cbarbieri@ranzal.com Session 7610
  2. 2. Chris Barbieri Established HFM performance tuning techniques and statistics widely used today 4+ years as Sr. Product Issues Manager at Hyperion HFM, Smart View, Shared Services, MDM Member of HFM launch team in 2001, certified in HFM and Enterprise MBA, Babson College B.S. Finance & Accounting, Boston College Co-founded the HFM Performance Tuning Lab at Ranzal with infrastructure expert Kurt Schletter Awarded Oracle ACE status
  3. 3. 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 Troubleshooting
  4. 4. 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 11.1.1.0: EPMA apps only 11.1.1.3 added support for Classic apps Very useable
  5. 5. Object Hierarchy System View: primary view when you enter Calc Manager Choose the product
  6. 6. Application Once you select a product, you will see the available applications for each
  7. 7. Calculation Type These are the available HFM subroutines
  8. 8. 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 typeRule Sets
  9. 9. View > Deployment View Manage which set will be the deployed one ◦ Only one can be checked ◦ All can be uncheckedDeployment View
  10. 10. 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!Manage a Rule Set
  11. 11. 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 setAnd finally… Rules!
  12. 12. Variables Tools > Variables Replacement Execution
  13. 13. Replacement Variables “Type less” – Jim “the rules guy” Heflin Type fewer variables
  14. 14. Replacement Variables Constants
  15. 15. Execution Variables• Some are defined with the variable, so the same definition can be used by all rules.• In most cases however, especially string and number variables, we defined them inside the rule itself. In these cases, the variable is part of a common formula, but the contents are rule specific.• Boolean• String• Number
  16. 16. Execution Variables
  17. 17. Boolean Variables True/False responses
  18. 18. Variable Scope Define the scope for each variable Most are “Rule” specific Some, like Tax Rates, are application specific
  19. 19. Variable Groups Useful for sorting or associating the variables
  20. 20. Numeric Variables Most often populated at the rule level nData is the most useful, as part of Data Range (HS.OpenDataUnit)
  21. 21. String Variables Second most popular Useful for storing and managing metadata member names or attributes
  22. 22. Do this before you make changes Select an application name from System View and File > ExportExport Rules
  23. 23. Import the entire collection, including variables, by choosing File > Import Browse for the .XML fileImport Rules
  24. 24. Choose the target application. Update Location Details This has no connection to the application you highlighted Click ImportImport Rules, cont’d
  25. 25. Helpful scheme while looking at various list views RS_ for “Rule Set” ◦ RS_Blank ◦ RS_Calculate ◦ RS_Debug RO_ for “Rule Object” ◦ RS_number if they are readily sequenced ◦ RS_ObviousPurposeInTitleCase Within a rule, provide intuitive Captions for each objectObject Naming
  26. 26. Be Obvious, Not Cryptic
  27. 27. Does the graphical flow make sense?Another Rule Example
  28. 28. Use long names HFM supports up to 50 alphanumeric characters for the rule name And feel sorry for Essbase users ☺Create a New Rule
  29. 29. Select the Calculation Type
  30. 30. 1. Condition2. Formula3. Data Range4. Member Range5. Script6. Fixed LoopThe Rule Palette
  31. 31. 99% of your rules should have some Most important performance aspect of your application Always ask yourself: ◦ Value dimension member? ◦ Which entities? ◦ Which period?Conditions
  32. 32. Used to populate variables And for most functions ◦ HS.Exp ◦ HS.SetDataWithPOV ◦ HS.Clear ◦ Many moreFormula
  33. 33. Populate a Variable
  34. 34. HS.Clear
  35. 35. Like Windows, shows a little hand on the icon Usage ◦ Check this if you want to change or delete the formula.Shared Formulas
  36. 36. Does not appear in graphical ◦ Just set two intersections equal to each other ◦ Still a concept of left and right Pull to the leftHS.Exp
  37. 37. Last one in wins!Multiple Rows
  38. 38. Blank for a dimension implies all base members with data Fill in a single parent member Use listsData Range
  39. 39. Evaluate the account ◦ We only want accounts beginning with “3”String Functions
  40. 40. Translate balance sheet accounts at average rate, using PVATranslate
  41. 41. Simple example The only time you can write to another entity ◦ A sibling ◦ [Proportion] or [Elimination] only ◦ Use a condition to avoid consolidating to a particular entityConsolidate
  42. 42. Only accounts flagged Consolidated are availableConsolidate, cont’d
  43. 43. Consolidate, cont’d
  44. 44. Cycle through a list of members within a given dimension Can be defined in the rules “Parent”,”[Base]” Or from custom member lists “OverrideAccounts” Most common inNoInput rulesMember Range
  45. 45. NoInput
  46. 46. Test User Defined Fields
  47. 47. Note the use of a different formula for each ViewDynamic
  48. 48. NoInput Formula
  49. 49. Zoom
  50. 50. Is the rule running? Did it pass each condition? Add a formula {i} = {i} Enable Logging ◦ Rule LevelDebugging, aka “WriteToFile” “WriteToFile”
  51. 51. Icon indicates you can enter text Also add variables to see their contents at that point in the ruleDebugging, cont’d
  52. 52. Within data range, but before account condition After the conditionDebugging Example
  53. 53. Output log sample
  54. 54. 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 writtenScript
  55. 55. No idea…Fixed Loop

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