Getting Started with Calc Manager for HFM
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Ranzal Practice Director, Chris Barbieri conducted this presentation at the recent ODTUG Kaleidoscope conference in Long Beach, California.
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Getting Started with Calc Manager for HFM
- 1. Getting Started with 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. 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
- 5. 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
- 6. Object Hierarchy ● System View: ● Primary view when you enter Calc Manager ● Choose the product
- 7. Application ● Once you select a product, you will see the available applications for each
- 8. Calculation Type ● These are the available HFM rules subroutines
- 9. 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
- 10. Deployment View ● View > Deployment View ● Manage which set will be the deployed one ● Only one can be checked ● All can be unchecked
- 11. Manage a Rule Set ● 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!
- 12. 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 ● They won’t run if they are not in a deployed set
- 13. Variables ● Tools > Variables ● Replacement ● Execution
- 14. Replacement Variables ● “Type less – says Jim “the rules guy” Heflin Type less” ● Type fewer variables
- 15. Replacement Variables ● Constants
- 16. Execution Variables Either ● Definition of the variable is the same for all rules Or ● Variable is defined within the rule itself Types ● Boolean ● String ● Number
- 18. Boolean Variables ● True/False responses
- 19. Variable Scope ● Define the scope for each variable ● Most are “Rule” specific ● Some, like Tax Rates, are application specific (“Ruleset”)
- 20. Variable Groups ● Useful for sorting or associating the variables
- 21. Numeric Variables ● Most often populated at the rule level ● nData is the most useful, as part of Data Range (HS.OpenDataUnit)
- 22. String Variables ● Second most popular ● Useful for storing and managing metadata member names or attributes
- 23. Export Rules ● Do this before you make changes ● Select an application name from System View and File > Export
- 24. Import Rules ● Import the entire collection, including variables, by choosing File > Import Browse for the .XML file
- 25. Import Rules, cont’d Choose the target application. Update Location Details This has no connection to the application you highlighted Click Import
- 26. Object Naming ● Helpful scheme while looking at various list views ● RS_ for “Rule Set” ● RS_Blank ● 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
- 27. Be Obvious, Not Cryptic
- 28. Another Rule Example ● Does the graphical flow make sense?
- 29. Do you miss script yet?
- 30. Create a New Rule Use long names HFM supports up to 50 alphanumeric characters for the rule name ● And feel sorry for Essbase users ☺
- 31. Select the Calculation Type
- 32. The Rule Palette 1. Condition 2. Formula 3. Data Range 4. Member Range 5. Script 6. Fixed Loop
- 33. Conditions ● 99% of your rules should have some ● Most important performance aspect of your application ● Always ask yourself: ● Value dimension member? ● Which entities? ● Which period?
- 34. Formula ● Used to populate variables ● And for most functions ● HS.Exp ● HS.SetDataWithPOV ● HS.Clear ● Many more
- 35. Populate Rule Scope Variables
- 37. Shared Formulas ● Like Windows, shows a little hand on the icon ● Usage ◦ Check this if you want to change or delete the formula
- 38. 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?
- 39. All Intersections at Once ● HS.Exp will operate on all valid intersections of the chosen members: ● “Pull” from right to left
- 40. 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
- 41. Multiple Rows ● Series of HS.Exp functions in the same formula ● Last one in wins! ● … for the same target intersection
- 42. One Record at a Time ● HS.OpenDataUnit / @OpenDataUnit ● Fetches records that exist within the current data unit exist, ● … including derived data ● You are here! ● Current record ● Can evaluate each field or ● Current data unit data value separately
- 43. Data Range ● HS.OpenDataUnit ● Blank for a dimension implies all base members with data ● Fill in a single parent member ● Use lists ● Populate a variable for each field
- 44. String Functions ● Evaluate the account ● We only want accounts beginning with “3”, but not “32101”
- 45. Member Range ● Rare times when the only option is to cycle through metadata ● Regardless if there is data or not ● Can be time consuming ● Spend more time “hunting for hunting” 25 records out of possible 1,000 intersections ● Cannot rely on calc status 37 ● ICP matching report works this way 86 ● ICP Entities * Partners * Accounts * C1 * C2 * C3 * C4 = Billions of possible places! ● … So do Financial Reports and Smart View
- 46. Questions Chris Barbieri cbarbieri@ranzal.com +1.617.480.6173 www.ranzal.com
- 47. 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
- 48. www.ranzal.com Chris Barbieri cbarbieri@ranzal.com +1.617.480.6173 www.ranzal.com