Ranzal Practice Director, Chris Barbieri conducted this presentation at the recent ODTUG Kaleidoscope conference in Long Beach, California.

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

17. Execution Variables

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

36. HS.Clear Function Syntax

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