Hyperion Financial Management Advanced Course

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.

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.

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.

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.

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 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.

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 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.

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 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.

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.

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

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.