getting started with calc manager for hfm
Post on 13-Sep-2014
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Ranzal Practice Director, Chris Barbieri conducted this presentation at the recent ODTUG Kaleidoscope conference in Long Beach, California.TRANSCRIPT
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
15 Years� Vertical Expertise with High-
Profile Clients from Coast to Coast
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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