Getting Started with

Calc Manager for HFM

Chris Barbieri
Edgewater Ranzal
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
Our Services

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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
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
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 available
HFM 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 one
Only one can be
checked
All can be unchecked
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!
And finally Rules!

How do you define a rule?

A logical grouping of conditions, ranges, and
formulas that perform a distinct task
Rules dont have to be included in a set
They wont run if they are not in a deployed set
Variables

Tools > Variables

Replacement
Execution
Replacement Variables

Type
Type less
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
rules
Or
Variable is defined within the rule itself
Types
Boolean
String
Number
Execution Variables
Boolean Variables

True/False
responses
Variable Scope

Define the scope for each variable

Most are Rule specific
Some, like Tax Rates, are application specific
(Ruleset)
Variable Groups

Useful for sorting or associating the variables

Numeric Variables

Most often populated at the rule level

nData 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,
including
variables, by
choosing File >
Import

Browse for the
.XML file
Import Rules, contd

Choose the target application.

Update Location Details

This has no connection to the application you
highlighted

Click Import
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
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
Select the Calculation Type
The Rule Palette

1. Condition
2. Formula
3. Data Range
4. Member Range
5. Script
6. Fixed Loop
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?
Formula

Used to populate variables

And for most functions
HS.Exp
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 valid 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.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 exist
exist, within the current data unit
including derived data

You are here! Current record

Can evaluate each field or
Current data unit data value separately
 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
String Functions

Evaluate the account

We only want accounts beginning
with 3, but not 32101
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
hunting for
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
Questions

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

www.ranzal.com

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