Oracle Hyperion Financial Mgmt 11.1.2: Create Rules Using Calc Mgr

Course Description

This course is designed to teach you the methodology to create rules for advanced business calculations in Financial Management applications. You learn how to design, maintain, and execute complex rules by using Calculation Manager. You also learn to increase database performance, write rules for dynamic accounts, create translation rules, create consolidation rules, and effectively troubleshoot rules using log files.Learn to:Create formulas, rules, rule sets, and rules templates with Calculation Manager Reduce database size and calculation time by proper use of the custom and Value dimensions in rules Calculate percentages and ratios for dynamic accounts Create loops by using member lists and data ranges Create rules with proper data-handling techniques Create allocation, currency translation, consolidation, and elimination rules

Skills Gained

• Calculate percentages and ratios for dynamic accounts
• Create loops by using member lists and data ranges
• Create rules with proper data-handling techniques
• Create allocation, currency translation, consolidation, and elimination rules
• Create formulas, rules, rule sets, and rules templates with Calculation Manager
• Reduce database size and calculation time by proper use of the custom and Value dimensions in rules

Who Can Benefit

• Administrator
• Application Developers

Prerequisites

• Hyperion Financial Management: Create and Manage Applications

Syllabus

Introduction to Calculation Manager

• Financial Management Rules
• Calculation Manager Overview
• Viewing Rules
• Viewing Flow Charts
• Printing Rules

Creating Rules and Formulas

• Creating Rules
• Creating Formula Components
• Member Expressions in Calculation Statements
• Operators, Keywords, and Functions
• Validating Rules

Managing Rules

• Creating and Validating Rule Sets
• Deploying Rules
• Managing Calculation Manager Objects
• Managing Script
• Importing and Exporting Calculation Manager Objects
• Migrating VB Script to Calculation Manager Objects

Managing Templates

• Templates Overview
• System Templates
• Adding Templates to Rules
• Creating Custom-Defined Templates
• Saving Rules and System Templates as Custom-Defined Templates

Reducing Maintenance with Variables

• Execution and Replacement Variables
• Creating Variables
• Assigning Values to Variables in Grids
• Passing Values to Variables
• Standard Variables for the Point of View
• Standard Variables for Custom and ICP Dimensions

Managing Rule Scope with Conditions

• Adding Condition Rows to Grids
• Adding Condition Components to Rules
• Trigger Functions for Conditions
• Managing Rule Execution for the Value Dimension

Managing the Custom and ICP Dimensions

• Subcubes and Performance
• Page Dimensions and Rules
• Specifying Source Dimensions
• Specifying Destination Dimensions

Troubleshooting with Log Files

• Log Files Overview
• Configuring Timer Logs
• Setting Up Debug Logs
• Creating Log Information Variables

Creating Rules Using Member Ranges

• Member Ranges and Loops
• List Functions and Member Range Components
• Adding Member Range Components to Rules
• Member Attributes in Loops

Improving Performance Using Data Units and Fixed Loops

• Data Units Overview
• Creating Variables for Data Range Components
• Adding Data Range Components to Rules
• Creating Data Range Replacement Variables
• Creating Rules with Fixed Loop Components

Managing Financial Management Data

• Retrieving and Writing Data
• Testing for No Data
• Setting Accounts to No Input
• Rounding with the Financial Round Template
• Rounding and Scaling with the Round Function

Managing Dimension Hierarchies

• Managing the Calendar
• Managing Calculation Status
• Managing Movement Accounts and Data Views
• Avoiding Circular Calculations in Hierarchies

Creating Rules for Dynamic Accounts

• Dynamic Accounts Overview
• Creating Rules with the Dynamic Function
• Applying Period Functions to Dynamic Rules

Creating Allocations

• Allocations Overview
• Creating Rules with the Alloc Function
• Creating Rules with the AllocationByEntity System Template
• Setting Parent Entities to Input

Creating Currency Translation Rules

• Currency Translation Overview
• Default Translation Process
• Translating Data with Trans and Transperiodic
• Calculating Exchange Differences
• Working with Currency Overrides

Creating Consolidation and Elimination Rules

• Default Consolidation and Elimination Calculation
• Consolidation Functions
• The Standard Consolidation Template
• Creating Consolidation and Elimination Rules