This document provides information about an advanced training session on calculation manager for Hyperion Financial Management (HFM). It discusses various advanced topics in calculation rules for HFM including sub translate, sub dynamic, sub noinput, sub consolidate functions, troubleshooting with logging and timers. It also covers translating accounts at different rates, calculating rate differences, forcing a rate of 1, writing to other entities, changing other entity calc status, copying to other scenarios, consolidating data ranges, using the HS.Con function, testing user defined fields, dynamic functions, noinput functions, and debugging rules using write to file.

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

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. Our Services
Business
Consolidation Planning
Intelligence
Data Project
Infrastructure
Services Management

4. Advanced Topics in Calc Manager
● Sub Translate
● Sub Dynamic
● Sub NoInput
● Sub Consolidate
● Troubleshooting
● Logging
● Timers

5. A Note on 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

6. Translate
● Translate balance sheet accounts
at average rate, using PVA
● … this is in the middle of a data range

7. 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

8. 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

9. Write to Another Entity
● The only time you can write to another entity
● A sibling entity
AND
● [Proportion] or [Elimination] members only
AND
● @CON function in Sub Consolidate

10. 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…

11. Copy to Another Scenario

12. Non-Consolidating Parent
● Use a condition to avoid consolidating to a
particular entity

13. Consolidate – Data Range
● Only accounts
flagged
Consolidated are
available
● Don’t consolidate
zeros: skip them

14. Consolidate – HS.Con Function

15. Member Range
● Cycle through a list of members within a given
dimension
● Can be defined in the rules “Parent”,”[Base]”
● Or from custom member lists
“OverrideAccounts”
OverrideAccounts”
● Most common in NoInput rules
● Don’t use this elsewhere if you can avoid it

16. Member Range Example

17. Test User Defined Fields
● Explain
yourself

18. Dynamic Function
● Note the use of a different formula for each View

19. NoInput Function
● Inside a member
range
● Custom4
conditions not
shown

20. 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
● Formula Level
● Rule Level

21. Debugging, cont’d
● Icon indicates you can enter
text
● Also add variables to see their
contents at that point in the rule

22. Debugging Example
● Within data
range, but before
account condition
● After the
condition

23. 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

24. Questions
Chris Barbieri
cbarbieri@ranzal.com
+1.617.480.6173
www.ranzal.com

25. 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

26. www.ranzal.com
Chris Barbieri
cbarbieri@ranzal.com
+1.617.480.6173
www.ranzal.com