Hyperion Financial Management Advanced Course

Explore the evolution of Hyperion Financial Management through version history, compare consolidation tool competitors, and preview the comprehensive course contents covering workspace, data management, and reporting tools.

Explore the Oracle Hyperion ecosystem with a rapid tour of workspace, calculation manager, financial reporting studio, FDMEE, Shared services, and Smart View; learn navigation and key roles across modules.

Create an HFM consolidation application by building a profile with languages, calendar years, time periods, frequency options, and custom dimensions, then save as xml or .per.

Enable up to ten languages in a Hyperion financial management application by creating an application profile, importing it, and configuring French alongside the default English descriptions.

Explore HFM application metadata and dimensions, including standard versus custom dimensions, and understand dimension hierarchies and member relationships such as a parent and its children.

Create or modify HFM application data with metadata manager, import profiles and define custom dimensions, then build account dimension hierarchies from the chart of accounts and balance sheet structures.

Create and configure the entity dimension to model organization structure and consolidation paths, define currencies, build a hierarchy, and set properties such as isICP, journal postings, and security.

Explore scenario dimension properties and trial balance concepts in HFM, comparing ytd and periodic values, understanding zero view scenarios through travel expense examples and adjustments.

Open the metadata manager and configure scenario dimension member properties. Add an actual member, set default frequency and view, and review consolidation and data audit options.

Learn how the intercompany dimension (ICP) in HFM manages transactions, set up accounts and entities, and auto-creates ICP members via the IsICP property to build the ICP hierarchy.

Explore value dimension in Hyperion financial management, a system defined dimension for entity currency and parent currency, showing how entity currency, adjustments, totals, translations, eliminations, and contribution are computed.

Understand custom dimensions in Hyperion financial management, with unlimited members since version 11.1.2.2, switch for flow, and ytd vs periodic values for opening, additions, disposals, and closing balances.

Learn how switch type for flow in custom dimensions determines YTD versus periodic values, with asset and liability accounts showing balances and additions driving periodic differences for fixed asset schedules.

Explore application settings in Hyperion financial management, including the default currency, consolidation and translation methods, security settings, and metadata controls that govern the whole app.

Load metadata into an hfm application via Hyperion workspace from an app file, choosing merge or replace; scan for errors and review the metadata load in task audit.

Demonstrates creating and applying member lists in Hyperion financial management to group dimension members, including static/dynamic user lists and system lists, loaded via VB syntax in Notepad and log checks.

Create dynamic member lists for the entity and account dimensions by iterating through entities to include those with USD currency. Apply the lists to the dimensions using add-to-list methods.

Learn to create and configure data forms in Hyperion Financial Management, arrange dimensions, set decimals and descriptions, enter data, lock cells, and use linked forms for migration.

Learn to create data grids in HFM, select account and period members, view descriptions, and use grid features like calculation status, process level, and allocate rules, unlike data forms.

Enable line item details for accounts and scenarios to capture granular travel expenses, enter data for budget and actual, and troubleshoot metadata by reloading data in HFM.

This lecture demonstrates loading data into HFM using two file formats, with standard and custom dimensions, and explains load modes such as merge, replace, and accumulate.

Explore how custom dimensions extend the eight standard HFM dimensions to store details like cost center and currencies, enabling CAD to USD translations via exchange rates.

Learn how to perform default and currency translations in Hyperion, defining currencies, translation operators, and exchange rate grids, then load a trial balance, run translations, and verify results.

Learn how consolidation gathers data from dependent entities, considers consolidation status, runs calculations and translations, and uses options like consolidate impacted to produce a parent-level balance across currencies.

Explore Hyperion Financial Management consolidation methods and calculation statuses, such as OK, CN, and CH. Learn when to use consolidate all, consolidate all with data, or consolidate across alternate hierarchies.

Explore ownership management in HFM and the manage ownership module, including consolidation methods such as subsidiary, holding, proportional, equity, no consolidation, and custom methods.

Eliminate intercompany transactions at the consolidated level by pairing intercompany revenue and cogs with a plug account, tagging accounts and entities as ICP, applying elimination at the common parent level.

Learn to prevent intercompany transactions within the same account by applying the IS ICP property set to R in metadata, and see the grid mark invalid when entity equals partner.

Learn to generate intercompany matching reports with scripts in Hyperion Financial Management. Configure formats, point of view, entity and partner dimensions, and suppression rules with matching tolerance to tailor output.

Explore how HFM rules enable calculate, translate, and consolidate, with calculate subroutine and left side conventions (A#, E#, Y#, P#, w#, C1#, ICP). Write HS.Exp retained earnings and net income.

Explore common functions used in Hyperion financial management rules, including account type checks, base and child members, ICP and consolidation flags, plug accounts, and data translation and retrieval.

Learn how to use HS.Exp and calculation rules to compute commissions from gross sales across cost centers, applying 10 percent, and fix top-member metadata and left-right dimension alignment.

Explore custom translations in hyperion financial management by applying translation rules to translate balance sheet and income statement items using end-of-month and average rates, and calculate cumulative translation adjustments.

Learn to configure historic exchange rates in Hyperion Financial Management and apply them in translation rules using user defined properties, achieving accurate historic-rate account translations.

Learn how to build no-input restrictions and dynamic consolidation rules in Hyperion Financial Management, using hs.noInput, dynamic margin percentage calculations, and custom consolidation via application settings and manage ownership.

Explain minority interest calculations at the parent level using 100% and 80% ownership examples, showing non-controlling interest on the balance sheet and IFRS/GAAP implications.

Explore minority interest calculations in Hyperion Financial Management through 100% and 80% ownership scenarios, consolidation steps, and the emergence of non controlling interest.

Learn to write consolidation rules in Hyperion Financial Management to calculate minority interest and non controlling interest, using data units, consolidation methods, and elimination with accounts.

Learn to build a fixed assets schedule in HFM, detailing opening balances, additions, retirements, and closing balances by period and year, using a custom 2 dimension as movement for assets.

Enable students to configure metadata for fixed assets in Hyperion financial management, covering opening balances, additions, disposals, forex gain or loss, and flow-type behavior with calculated closing balances.

Develop and implement movement schedule rules by calculating opening and closing balances with additions and decreases, handling entity currency, periodic view, and forex translation.

Explore using variables in HFM rules to define temporary placeholders for numbers or dimension member combos, declared with dim and reused via ampersand and dot notation, as AllTop_members demonstrates.

Learn how to create and call subroutines in HFM rules, pass variables between main and subroutines, and organize commission calculations for clearer, maintainable financial rules.

Explore how to use Oracle Hyperion Calculation Manager to create, import, and deploy HFM rules, including rulesets, components, templates, and scripts, in consolidation workflows.

Validate and deploy HFM rules using calculation manager across system and deployment views, then test by adjusting the commission percentage to 0.20, confirming 20% of 3000 equals 600.

Create a new script in the HFM calculation manager, embed it into the calculation rule, and validate a 15 percent commission calculation.

Discover how on demand rules in HFM run a subset of calculations, attach to forms, and copy data between scenarios, using classic rules or calculation manager.