Getting Started with Calc Manager for HFM

Getting Started with 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

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Calc Manager

● Intro: What, where, and why would I use it?● Object hierarchies

● VariablesRule sets● Rule sets

● Objects

● Hung up on naming schemes● Deploying, importing, exporting

Why Use Calc Manager?

● Code and document better● Flow metaphor better describes the decision

process● Enforces structured variables● 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

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 availableHFM rules subroutines

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

Deployment View

● View > Deployment View

● Manage which set will be the deployed onebe the deployed one● Only one can be

checked● All can be unchecked

● 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

● Sequence matters!

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● Rules don’t have to be included in a set● They won’t run if they are not in a deployed set

Variables

● Tools > Variables● Replacement● Execution

Replacement Variables

● “Type lessType less” – says Jim “the rules guy” Heflin● Type fewer variables

Replacement Variables

● Constants

Execution Variables

Either● Definition of the variable is the same for all

rulesOr

● Variable is defined within the rule itselfTypes

● Boolean● String● Number

Execution Variables

Boolean Variables

● True/False responses

● Define the scope for each variable● Most are “Rule” specific● Some, like Tax Rates, are application specific

(“Ruleset”)

Variable Scope

Variable Groups

● Useful for sorting or associating the variables

Numeric Variables

● Most often populated at the rule level●● nDatanData 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

Export Rules

● Do this before you make changes● Select an application name from System View

and File > Export

Import Rules

● Import the entire collection, includingvariables, by variables, by choosing File > Import

� Browse for the .XML file

� Choose the target application.� Update Location Details� This has no connection to the application you

highlighted

Import Rules, cont’d

highlighted

� Click Import

● Helpful scheme while looking at various list views● RS_ for “Rule Set”

● RS_Blank● RS_Calculate

Object Naming

● 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

Be Obvious, Not Cryptic

Another Rule Example

● Does the graphical flow make sense?

Do you miss script yet?

Create a New Rule

� Use long names� HFM supports up to 50 alphanumeric characters for

the rule name

● And feel sorry for Essbase users ☺● And feel sorry for Essbase users ☺

Select the Calculation Type

The Rule Palette

1. Condition2. Formula3. Data Range4. Member Range5. Script6. Fixed Loop

Conditions

● 99% of your rules should have some● Most important performance aspect of your

application● Always ask yourself:● Always ask yourself:

● Value dimension member?● Which entities?● Which period?

Formula

● Used to populate variables● And for most functions

● HS.ExpHS.SetDataWithPOV● HS.SetDataWithPOV

● HS.Clear● Many more

Populate Rule Scope Variables

HS.Clear Function Syntax

Shared Formulas

● Like Windows, shows a little hand on the icon● Usage◦ Check this if you want to change or delete the formula

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?

All Intersections at Once

● HS.Exp will operate on all validvalid intersections of the chosen members:● “Pull” from right to left

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

Multiple Rows

● Series of HS.ExpHS.Exp functions in the same formula● Last one in wins!

● … for the same target intersection

One Record at a Time

● HS.OpenDataUnit / @OpenDataUnit● Fetches records that existexist, within the current data unit● … including derived data

● You are here!● Current data unit

● Current record● Can evaluate each fieldfield or

data value data value separately

Data Range

●● HS.OpenDataUnitHS.OpenDataUnit● Blank for a

dimension implies dimension implies all base members with data

● Fill in a single parent member

● Use lists● Populate a variable

for each field

String Functions

● Evaluate the account● We only want accounts beginning

with “3”, but not “32101”

Member Range

● Rare times when the onlyoption is to cycle through metadata● Regardless if there is data or

notCan be time consuming● Can be time consuming● Spend more time “huntinghunting ” for

25 records out of possible 1,000 intersections

● Cannot rely on calc status● ICP matching report works

this way● ICP Entities * Partners *

Accounts * C1 * C2 * C3 * C4 = BillionsBillions of possible places!

● … So do Financial Reports and Smart View

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Questions

Chris [email protected]+1.617.480.6173www.ranzal.com

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

www.ranzal.com

Chris BarbieriChris [email protected]

+1.617.480.6173www.ranzal.com