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Oracle Hyperion Financial Management - Create Rules Using Calc Mgr

( Duration: 4 Days )

This Oracle Hyperion Financial Management - Create Rules Using Calc Mgr training course covers creating rules and calculations in Hyperion Financial Management (rather than Hyperion Planning), and is designed to teach you how to create rules for advanced business calculations. The course is based on creating these rules and calculations within Calculation Manager. You will learn to design, maintain, and execute complex rules by using Calculation Manager. Choose this course if you will use Calculation Manager.

By attending Oracle Hyperion Financial Management - Create Rules Using Calc Mgr workshop, delegates will learn to:

  • 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

The Oracle Hyperion Financial Management - Create Rules Using Calc Mgr class is ideal for:

  • Administrators
  • Developers

COURSE AGENDA

1

Creating Rules and Formulas

  • Creating Rules
  • Creating Formula Components
  • Member Expressions in Calculation Statements
  • Operators, Keywords, and Functions
  • Validating Rules
2

Managing Rules

  • Creating and Validating Rule Sets
  • Deploying Rules
  • Importing and Exporting Calculation Manager Objects
  • Creating Rules as VB Script Components
  • Converting Script Components to Graphical Rules
  • Importing Rules From RLE Files
3

Managing Templates

  • Templates Overview
  • System Templates
  • Adding Templates to Rules
  • Creating Custom-Defined Templates
  • Saving Rules and System Templates as Custom-Defined Templates
4

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
5

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
6

Managing the Custom and ICP Dimensions

  • Subcubes and Performance
  • Page Dimensions and Rules
  • Specifying Source Dimensions
  • Specifying Destination Dimensions
7

Troubleshooting with Log Files

  • Log Files Overview
  • Configuring Timer Logs
  • Setting Up Debug Logs
  • Creating Log Information Variables
8

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
9

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
10

Managing Financial Management Data

  • Retrieving and Writing Data
  • Testing for No Data
  • Setting Accounts to No Input
  • Enabling Accounts for Intercompany Transactions
  • Rounding with the Financial Round Template
  • Rounding and Scaling with the Round Function
11

Managing Dimension Hierarchies

  • Managing the Calendar
  • Managing Calculation Status
  • Managing Movement Accounts and Data Views
  • Avoiding Circular Calculations in Hierarchies
12

Creating Rules for Dynamic Accounts and Equity Pickup

  • Dynamic Accounts Overview
  • Creating Rules with the Dynamic Function
  • Applying Period Functions to Dynamic Rules
  • Creating Equity Pickup Rules
  • Running Equity Pickup Rules
13

Creating Allocations

  • Allocations Overview
  • Creating Rules with the Alloc Function
  • Creating Rules with the AllocationByEntity System Template
  • Setting Parent Entities to Input
14

Creating Currency Translation Rules

  • Currency Translation Overview
  • Default Translation Process
  • Translating Data with Trans and Transperiodic
  • Calculating Exchange Differences
  • Working with Currency Overrides
15

Creating Consolidation and Elimination Rules

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
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  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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