Professional Documents
Culture Documents
Overview
Financial Consolidation,
Reporting, and Analysis
Local
Monthly and
Quarterly
Actual Results
Regional
Input or Load
Submit
Validate
Approve
Finance Dept.
Review
Approve
Adjust
Consolidate
ERP/GL
Monthly
Forecast
Annual Budget
Input or Load
Submit
Validate
Central
Submit
Group Finance
Approve
Reject
Review
Approve
Adjust
Consolidate
IC match
Translate
Publish reports
SEC
Tax
Legal
Treasury
Management
Approve
Reject
Hyperion Reports
Reporting and charting tool for Web or print distribution of financial reports
Hyperion Application Link (Not available and supported from System 9.3 onwards)
Automated data and metadata integration between external systems and Hyperion Financial Management
Provides a single, systematic process for loading source data from disparate systems into target analytical applications. The Hyperion
FDM process provides data visibility, integrity, and verification. Hyperion FDM will be used to load metadata and data in to HFM.
Sharing of metadata and data between Hyperion Financial Management applications or between Hyperion Financial Management and
other Hyperion products
Managing User security and provisioning
Product Architecture
Windows client
Client
Browser client
Hyperion
Application
Reporting Microsoft Excel
designer
Application
Report server
Hyperion Financial
Management server
Data
Source data
RDBMS
Source data
TCS - HYPERION CoE
Navigating
Hyperion Financial
Management
Adjust
data
Calculate data
Load and
add data
Consolidate
data
Approve
data
Lock data
TCS - HYPERION CoE
Dimensions
Dimensions describe your organizations data.
Account
Entity
Income Before
Taxes
Period
Quarter1
Geographical
Gross Margin
United States
Total Revenues
January
Sales
California
February
Sales Interco
Connecticut
Total Costs
March
Salaries
Massachusetts
Interest Charges
Admin Expense
Dimension Hierarchies
Parents
Child of Gross
Margin
Income Before
Taxes
Gross Margin
(500)
Descendants of
Gross Margin
Total Revenues
Total Costs
(900)
Sales
(700)
Other Revenues
(200)
400
Salaries
400
Data
aggregates
to the
parents.
Income Before
Taxes
Gross Margin
(500)
Total Revenues
(900)
Sales
(700)
Other Revenues
(200)
400
Salaries
400
Scenario
Intercompany
Year
Account
Period
View
Value
Entity
Four custom dimensions available
Value Dimension
Your Windows ID
and password
Opening Applications
Navigating Hyperion
Financial Management
Masthead
Set user
preferences
View pane
View Pane
Browser view
Project view
Basic mode limits users to the tasks and documents in the workspaces to which they have access.
List of workspaces
Member list
Top parent
Managing Documents
Manage documents
Your Windows ID
and password
Hyperion Financial
Management Desktop
Opens an
application.
Creating Applications
You access the process pad from the Hyperion Financial Management Windows desktop client.
Defining Languages
Summary Period
Quarter 1
Base Periods
Editing Frequencies
Editing Periods
Add multiple
periods.
Add
child.
Add
sibling.
Save application profiles either locally or on the application sever with a .per extension.
Application Requirements
Setting Up Applications
You access the Create Application task from the File menu.
Setting Up Dimensions
You access the Manage Metadata task from the Windows client.
Editing Metadata
Select the
metadata type.
Search for a
member.
Select a member to
edit from the list.
You can drag a member from the Member List and add it to more than one parent.
Delete member.
Validate members.
Add member.
Cut, copy or paste.
Curly brackets ( {} )
Comma ( , )
Semi-colon ( ; )
At sign ( @ )
Double quotes ( " )
. + @
, #*
{}
Setting Up Entities
Entities define the consolidation path for your data.
Entity
Entity
[None]
[None]
EastSales and
WestSales occur
in alternate rollups.
Geographical
UnitedStates
Geographical
Activity
California
SalesServices
Plant1
WestSales
Connecticut
WestSales
EastSales
EmeaSales
EmeaServices
EastSales
Manufacturing
Activity
Development
The AllowAdj property enables posting of journal adjustments to the <Ent Curr Adj> member for an entity
The AllowAdjFromChildren property enables posting of journal adjustments to a selected parent for entities with more than one parent
Specifies a security
class for the entity for
intercompany transactions.
California
IsICP Member
Plant1
Attribute
Plant1
West Sales
West Sales
1000
TCS - HYPERION CoE
Adding Currencies
You must add a currency to the application for each default currency assigned to an entity in the Entity dimension.
Select Currencies
from the Metadata
Item drop-down
list to add or edit
currencies.
Setting Up Accounts
and Custom Dimensions
Account Types
Asset
Balance
Liabilities
Balance Recurring
Income
Currency
Expense
Dynamic
Flow
Group Label
Income
GrossMargin
TotalRevenues
TotalCosts
TangibleAssetsNet
Asset
TangibleAssets
Expense
TangibleAssetsDeprec
Liability
Quarter 1
Jan
Total Revenues
Cash on Hand
Income
Asset
Feb
Mar
50
75
50
175
100
150
75
75
Accounts that use the Dynamic account type have this behavior:
Results are calculated on the fly; data is not stored.
Parent totals are calculated dynamically, not aggregated, to provide correct values for ratios and percentages.
Group Label
Statistical
TaxRate
SquareFootage
These accounts do
not aggregate to a
meaningful value.
UnitPrice
UnitsSold
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Custom dimensions work in conjunction with the Account dimension, providing additional detail for accounts.
Four custom dimensions are provided.
You can use custom dimension members to track movement detail for balance sheet accounts.
Members in custom dimensions inherit the account type behavior of the account with which they are used.
When tracking balance sheet movement, you may need to override the account type for some custom members.
These members
use the default
account behavior.
ClosingBalance
OpeningBalance
These members
need to show
monthly values,
not YTD balances.
Increases
Decreases
This member
needs to be
subtracted from
closing balance.
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If the associated account uses balance behavior (for example, asset or liability accounts), the custom member switches to flow
behavior.
If the associated account uses flow behavior (for example, income or revenue accounts), the custom member switches to balance
behavior.
ClosingBalance
OpeningBalance
Increases
Decreases
Auditing Data
Enable the EnableDataAudit property to keep an audit trail of changes made to an account.
Setting Up Scenarios
The Scenario dimension represents a set of related data, such as budget, actual, or forecast
Before you add a Scenario dimension member, you should have this information ready:
The frequency of a scenario specifies the time period level at which data can be input, for example, months or quarters.
Example 1: You load actual data on a monthly basis, so the frequency for the Actual scenario is set to Monthly.
Example 2:You forecast earnings on a quarterly basis, so you set the frequency of the Forecast scenario to Quarterly. Data input is not
permitted in months.
The default data view for a scenario can be either periodic values or year-to-date values.
February
March
Quarter 1
Periodic
10
10
15
35
Year to Date
10
20
35
35
Missing data can be interpreted as either zero for the current period (Periodic) or as zero for year to date (YTD).
You can specify separate settings for non-adjusted data and for adjusted data.
Configuring Application
Settings
Use the DefaultCurrency property to specify the default currency for the application.
Use the DefaultRateForFlowAccounts and DefaultRateForBalanceAccounts to specify the accounts used to store exchange rates for flow accounts and balance
accounts.
Specify whether to use the PVA translation method.
PVA Method
Translates just the YTD change from the previous period at the current periods exchange rate
Default Method
PVA Method
Jan
Feb
Jan
Feb
Exchange Rate
1:3
1:2
1:3
1:2
50
75
50
75
Translated YTD
150
150
150
200
75 50 = 25
X
2
50
Current period
increase/decrease at
current period rate plus
prior period balance
150
200
Consolidation Settings
Org by Period
Aggregation for Intercompany accounts
Custom consolidation rules
Org by Period
Enable Org by Period if you need entity structures that vary from period to period.
Org by Period lets you mark entities as active or inactive for each period.
Example: Entity A was sold in March, so you mark it as inactive from March forward
January
February
Intercompany Aggregations
The IntercompanyAggregationWeight property lets you specify a consolidation percentage for intercompany entities to their parent ICP Top
A value of 1 represents 100% (for example, specify .5 for 50%)
ICP Top
Plant1
West Sales
Consolidation Rules
Enable Consolidation Rules if you need to write custom rules to override the default consolidation and elimination process.
If you select this option, you can define consolidation methods.
'*************************************************
'*
CONSOLIDATE ROUTINE
'*************************************************
Sub Consolidate()
'=================================================
'= Do not Consolidate if Equity Method
=
'=================================================
' If Method <> "EQUITY" then
'
Call WriteToFile("Entity=" & Entity & " POWN=" & POWN & "
PMIN=" & PMIN & "Account = " & Account)
'------------------------------------------------' Default consolidation
'------------------------------------------------'
Call HS.Con("",PCon,"")
'------------------------------------------------' Eliminations
'------------------------------------------------'
Select Case Account 'Account is variable from above Call
DataUnit command
'---------------------------------------------------' Standard I/C Elimination - does not apply if partner
' method is Equity
The ValidationAccount property identifies the validation account for your application.
The validation account is used by process management and for data locking.
Account
Entity
Scenario
ICP
Custom dimensions
Account
Entity
Scenario
ICP
Custom1
Custom1
Custom1
Custom4
Metadata Filtering
Entity
Geographical
UnitedStates
California
1000
Plant1
WestSales
Node Security
Loading Metadata
Periods
Years
View
Load files are divided into sections with a exclamation point as the section delimiter
Sections can be in any order in the file
Fields for the items within a section are delimited with any of these characters:
,~@#$^&_|:;?\
!CURRENCIES
EUR;0;English=Euro;;French=Euro
USD;0;English=US Dollar;;French=Dollar Americaine
GBP;0;English=British Pound;;French=Livre Anglaise
Members Sections
Leave a field empty blank rather than omitting it if you are not providing a value
Use Y for true and T for false
!MEMBERS=Scenario
Actual;MTD;Periodic;Periodic;Periodic;Y;Reporting;;;N ;SYSTEM;10;Y
Budget;MTD;Periodic;Periodic;Periodic;Y;Budgeting;;;Y;SYSTEM;10;Y
Hierarchy Sections
!HIERARCHY sections define the parent/child relations within dimensions
Use this format:
<parent member>;<child member>
Represent top-level members as children of an empty parent:
;<top-level member>
Entity
Geographical
UnitedStates
California
!HIERARCHIES=Entity
;Geographical
Geographical;UnitedStates
Geographical;Europe
UnitedStates;California
California;1000
California;Plant1
California;WestSales
1000
Plant1
WestSales
Connectticut
Massachusetts
Europe
The !APPLICATION_SETTINGS section defines settings that apply to the entire application
Use this format to define application settings:
<Property>=<Value>
!APPLICATION_SETTINGS
Currency=USD
DefaultRateForBalanceAccounts=RATE1
DefaultRateForFlowAccounts=RATE2
UsePVAForBalanceAccounts=Y
UsePVAForFlowAccounts=Y
Currencies Section
<currency label>;<scale>;<operator>;<language>=<description>
!CURRENCIES
EUR;0;M;English=Euro;French=Euro
USD;0;M;English=US Dollar;French=Dollar Americaine
GBP;0;M;English=British Pound;French=Livre Anglaise
You access the Load Metadata and Extract Metadata tasks from the Browser View.
Load Options
You can merge the metadata in the file with the existing application metadata or you can replace the existing metadata.
Extracting Metadata
Integrate enterprise resource planning systems (ERP) and other transaction-processing applications with Hyperion products
Move data and metadata between Hyperion products
Hyperion Application Link uses the integration environment and adapter technology of Vignette Business Integration Studio (VBIS)
Data integrations are created using adapters
Adapters are product-specific and let you map data and metadata between products
A library of standard adapters is included
You can purchase additional products adapters to meet your needs
Loading Data
Load files are divided into sections with an exclamation point as the section delimiter.
Sections can be in any order in the file.
Default column order is Scenario, Year, Period, View, Entity, Value, Account, ICP, Custom1, Custom2, Custom3, Custom4
Fields for the items within a section are delimited with any of these characters:
,~@#$^&_|:;?\
The group dimension section sets the point of view for the data records.
Data Section
Data section
Loading Data
Merge Option
Application
Account
Value
Account
Value
Sales
100
Sales
50
Returns
20
Purchases
30
Purchases
No Data
Results of Load
Account
Value
Sales
50
Returns
20
Purchases
30
Replace Option
Application
Account
Value
Sales
100
Returns
20
Purchases
No Data
Account
Value
Sales
50
Purchases
30
Results of Load
Account
Value
Sales
50
Returns
Purchases
30
Accumulate Option
Application
Account
Value
Account
Value
Sales
100
Sales
50
Returns
20
Purchases
30
Purchases
No Data
Results of Load
Account
Value
Sales
150
Returns
20
Purchases
30
Application
Account
Value
Account
Value
Sales
100
Sales
50
Returns
20
Sales
60
Purchases
No Data
Results of Load
Account
Value
Sales
110
Returns
20
Purchases
No Data
Extracting Data
Numbers in
parentheses
indicate that
multiple
members
are
selected.
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Copying Data
The number
of source
and
destination
periods must
be the same.
Removing Data
You can remove (clear) data for selected entities and accounts for a specific scenario, year, and period or list of periods.
Use data grids to enter, view, or edit data manually in Hyperion Financial Management.
Manual Entry
View
Edit
Point of View (POV) bar - Click to select members for point of view dimensions.
Selecting Members
A row or column
is displayed on
the grid for each
member that
you select.
Member Lists
Entering Data
Saves data
Spreading Data
2
Click the submit data button.
1
Enter amount
in summary
time period.
Calculating Data
Income
Before
Taxes
Account Dimension
Member List
Gross Margin
Total Revenue
Total Revenue
Sales
Total Costs
Sales Interco
Admin Expense
Total Costs
Salaries
Interest Expense
Admin Expense
Income Before
Taxes
Gross Margin
Total Revenues
Sales
Children of
Parent
Member List
Base Member
List
Sales
Sales Interco
Sales Interco
Salaries
Sales
Sales Interco
Interest Chgs
Total Costs
Admin Expense
Salaries
Interest Charges
Admin Expense
Income Before
Taxes
Static
Member List
Gross Margin
Total Revenues
Total Costs
Sales
Sales Interco
Total Costs
Total Revenues
Total Costs
Salaries
Dynamic
Member List
Admin Expense
Salaries
Interest Chgs
Admin Expense
Interest Charges
Admin Expense
You create member lists in a text file that you load into your application.
You include definitions for all user-defined member lists in a single file.
Member list files use VB script syntax.
Sub EnumMembersInList()
If HS.Dimension = Account" Then
If HS.MemberListID=1 Then
HS.AddMemberToList TotalRevenues"
HS.AddMemberToList TotalCosts
HS.AddMemberToList AdminExpense"
End If
End If
End Sub
The EnumMemberLists subroutine specifies the number of member lists for each dimension and the names of the member lists for each dimension.
Use the EnumMembersInList subroutine to create both static and dynamic member lists.
Use an HS.AddEntityToList statement to add a member to a list for the Entity dimension.
Use an HS.AddMemberToList statement to add a member to a list for dimensions other than Entity.
Specifies
the dimension
Specifies the member
list by its numeric ID
Specifies the members
to include in the list
Sub EnumMembersInList()
If HS.Dimension = "Account" Then
If Hs.MemberListID=1 Then
HS.AddMemberToList "Sales"
HS.AddMemberToList "SalesInterco"
HS.AddMemberToList "Purchases"
HS.AddMemberToList "PurchasesInterco"
End If
End If
End Sub
TCS - HYPERION CoE
The following syntax creates a dynamic member list in the Account dimension for all accounts with asset type = Asset.
User
authentication
Task
security
Document
security
Data
security
User Authentication
Task Security
You can specify the tasks that users and groups are authorized to perform.
Tasks for which users are not authorized are removed from the menus, presenting a customized user interface.
Task security is assigned through user roles.
Document Security
Document security is assigned through security classes.
Security classes are a grouping mechanism for assigning security aspects to sets of related members, documents, or other objects.
Data Security
Security Class
East Region
West Region
United Kingdom
Singapore
Assigned Access
Level
All
Read
Metadata
None
Example
TCS - HYPERION CoE
Click to open
the Add
User/Group
dialog box.
Security roles determine what tasks a user can perform in the application.
Hyperion Financial Management provides security roles that can be assigned to users and groups of an application.
Extract
Application
Level
Data
Access
Load
Manage
Reports
Application
Settings
UseSecurityForEntities = Y
UseSecurityForAccounts = Y
UseSecurityForScenario = Y
Entity Dimension
Security Classes
East Sales
US
Europe
Australia
..
(Member Attribute)
SecurityClass = US
Account
Scenario
ICP
Custom1
Custom2
Custom3
Custom4
Data Access
Access to a data cell is determined by the users most restrictive member access.
All / None
All / All
All / Read
Read / None
User Access
to Member
Member
Sales
All
Total Costs
Read
Florida
All
France
None
Document Access
Every document has a security class.
!USERS_AND_GROUPS
FINAPPS\AdminGroup
FINAPPS\ChrisW
FINAPPS\PatM
!SECURITY_CLASSES
Corporate
US
Europe
!ROLE_ACCESS
Administrator;Hyperion\User1
Load System;Hyperion\AdminGroup
Reviewer1;Hyperion\User2
!SECURITY_CLASS_ACCESS
System;FINAPPS\AdminGroup;All
System;FINAPPS\ChrisW;Read
Europe;FINAPPS\ChrisW;All
TCS - HYPERION CoE
Loading Security
Extracting Security
You can:
Add columns or rows for text input.
Add blank rows or columns for spacing.
Apply row and column formatting.
Form Builder
To define a data entry form, you use the options on the Web Data Entry Form Builder tabs.
The keywords you type in the Style and Cust Header Style fields consist of one or more style properties, separated by a semicolon.
By default, formatting assigned to rows overrides formatting assigned to columns.
Use the Details tab to set default display options for all rows and columns on the form.
Viewing Script
Creating Workspaces
About Workspaces
Tasks for this workspace
Available workspaces
Creating Workspaces
Creates a workspace
Adding Links
Managing Workspaces
Reorder the
workspace items
Sale
East Sales
Customer
1
3
West Factory
2
Intercompany
Invoice
(Transaction)
USA 2
California
Connecticut
2
Plant1
West Sales
Administration
East
Marketing
East
EastSales
1
TCS - HYPERION CoE
Elimination Process
USA
RentalRevenue: 0
RentalExpense: 0
California
Connecticut
RentalRevenue: 1500
RentalExpense: 0
RentalRevenue: 0
RentalExpense: 1500
Plant1
RentalRevenue: 1500
RentalExpense: 0
Sales West
Administration
East
EastSales
Marketing
East
RentalRevenue: 0
RentalExpense: 1500
Plug Accounts
Intercompany Accounts
Non-Intercompany Account
Sales - Intercompany
Purchases - Intercompany
IntercoDiffPL
500
600
100
Intercompany Eliminations
and the Value Dimension
Specifies a security
class for the entity for
intercompany transactions
Use the new intercompany transactions module to enter or load intercompany transactions at an invoice or transaction level.
IC = Intercompany
Open IC period
Create IC
transaction
Match IC
transaction
Post IC
transaction
Revise IC
transaction if
needed
Generate
matching
reports
Perform drill
through from
account balance
Lock entities
Close IC period
The following needs to be considered as part of the setup for the Intercompany Transactions module:
IC periods must be open.
Intercompany transaction rules must be defined in the rules file and loaded into the application (error message results if rules are not defined).
Scaling The scaling factor affects the display of the transaction amount.
Matching tolerances need to be determined.
Reason codes need to be defined.
Currency conversion rates must be entered.
OR
Entity A
Entity B
Automatic matching by transaction ID, reference ID, or account with or without tolerance amount
Manual matching with or without tolerance amount
Automatic
< 10 USD
1:1
100
300
---400
500
---900
500 USD
Transaction ID
Reference ID
Receivables - Interco
500
Payables - Interco
500
Drill-Through Reports
Locking Entities
After intercompany processing is complete, lock entities to ensure that no further changes are made.
About Journals
Account
Balance
Journal
Adjustments
Adjusted
Account
Balance
Journal Uses
Account
Balance
Journal
Adjustments
Adjusted
Account
Balance
User
Accounts
Entities
Period
Create a journal
Submit the Journal
for approval
<Entity Currency>
500
-75
425
Journal A:
<Entity Currency>
500
-75
425
-100
Journal B:
+25
Parent Adjustments
Accessing Journals
Entity *
Journal Template
POV
Description
Accounts
Reclass balances
Interest Expense
Set up
in advance
C1..C4
Amounts
Debit
Credit
Balanced
Unbalanced
Balanced by Entity
Entity
Debit
Credit
Debit
Credit
500
500
500
300
Debit
Credit
500
500
Entity
Debit
Credit
400
400
Creating Journals
Blank Journal
Journal Template
Description
Description
Accounts
Accounts
Reclass Balance
Interest Expense
C1..C4
Amounts
Amounts
Debit
Credit
Processing Journals
Accountant
or
Financial
Analyst
1
Journal Status:
Working
Status: Submitted
Accounting
Manager
/Supervisor
OR
Status:
Approved
If Approved, user
can post journal 4
Status:
Rejected
Journal Adjustments
Previewing Reports
Rule Basics
About Rules
Types of Rules
Calculate
Consolidate
Translate
Dynamic
Input
No Input
Allocation
Transactions
Sub Calculate()
HS.Exp "A#TargAcct=A#SourceAcct
End Sub
Sub NoInput()
HS.NoInput"A#Sales.S#Budget
End Sub
You place the rules for each type in a separate subroutine in the rules file.
Rules Files
Object
Function
HS.Entity.DefCurrency
HS.Scenario.DefCurrency
Variables store values that can be accessed repeatedly by different rules in your rules file.
You use a Dim statement to define a variable.
You can define as many variables as you need.
After you define a variable, you write an expression to assign it a value.
Dim aStartBalance
aStartBalance = 500
Select members to
add to the rule.
You can customize the appearance of each rule element to make your rules file easier to read.
You can use account expressions within Exp to specify the source and destination values.
HS.Exp DestinationValue=SourceValue
HS.Exp A#Sales=1500
HS.Exp A#Cash=A#Cash.P#Prior
Account Expressions
A#NetIncome
A#Cash.P#January.E#USA.C1#OpeningBalance
You can use standard math operators on the right side of the equal sign.
You can use Period and Year keywords for dynamic time calculations.
You can create expressions that set values for multiple accounts.
Use the ALL keyword to assign values to all accounts.
You can use an IfThen statement to execute an expression only if the conditions that you specify are met.
The NoInput function prevents users from entering data into specific cells or groups of cells.
The Member function retrieves the label of the member currently being processed for the specified dimension.
HS.NoInput"A#Sales.S#Budget"
The IsFirst function tests whether the current period is the first in the year or whether the current year is the first in the application.
Allocation Rules
For example, you could allocate a lump sum total for heating expenses from the Facilities entity to a list of entities.
Heating 60,000
20,000
20,000
20,000
TCS - HYPERION CoE
Running Consolidations
About Consolidation
NetProfit
Connecticut
20000
Administration East
6000
Marketing East
5000
Development
4000
EastSales
5000
Consolidated
data for
Connecticut
entity
Consolidation Process
US
Connecticut
California
Processes
Calculation rules are run
Currency translations are
performed
Ownership percentages are
applied
Intercompany transactions
are eliminated
[Contribution Total]
[Contribution]
[Contribution Adjs]
[Proportion]
[Elimination]
[Parent Total]
[Parent]
[Parent Adjs]
Geographical
100%
100%
United States
California
100%
Sample Organization
Ownership Structure
Europe
Connecticut
France
90%
Italy
50%
80%
Plant 1
East Sales
Plant 2
Click Save
Running Consolidations
USD
EUR
Geographical
Europe
Entity Currency = EUR
Parent
Currency
= USD
January
February
Europe
Europe
France
March
France
Italy
Plant 2
Europe
Italy
France
Italy
Plant 2
Plant 2
Use process management to review, promote, submit, approve, reject, and publish process units.
Review
Promote
Submit
Approve
Publish
Reject
Process Units
A process unit is the combination of data for a specific Scenario, Year, Period, Entity, and Value.
Example
Scenario
Year
Period
Entity
Value
Actual
2005
January
West Sales
USD
Not Started
First Pass
Review Level 1, 2,
Submitted
Approved
Published
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Security roles determine the review actions that users can perform.
Use security roles to aid compliance with Sarbanes-Oxley, especially requirements imposed by section 404.
Reviewer 2
Submitter
Reviewer 1
Review Supervisor
Reviewer 2
You access data in a process unit based on a combination of the following items:
Your assigned security role
Your access rights to the process unit (through security classes)
None
Read
Promote
All
**********************************************************************
'Validation Rules
'Validation Rules will only run at the legal entity level
'User defined field # 1 has been set to LEGAL for all legal entities
'**********************************************************************
Example
100
100
Account calculation = Assets (Liabilities and Equity)
You use the Process menu to move process units through the review cycle
Available
review
levels
Approve/Publish Data
Lock Data
TCS - HYPERION CoE
Automating Tasks
About Taskflows
Calculate
Load
Consolidate
Monitoring Taskflows
Taskflow 1
Taskflow 2
Every 15 Minutes
Components of a Taskflow
Stages define specific tasks such as calculations, consolidations, data loads, and so on
Links tell the system how to proceed after completion of the step
Success
Success
Stage 1
Stage 2
Links
Links
Failure
Stage 3
Failure
End
Creating a Taskflow
Three
tabs
Starting
Event
Used to
define the
scheduled
times for the
event to
occur
Adding Links
After the taskflow is created and saved, select the taskflow and then select Run Now to test.
Smart View is an Excel add-in that enables you to use the familiar Excel interface to view and analyze data.
Using menu-driven options in Microsoft Office, you can import data and images from Hyperion products into Office.
Use the Connection Manager to establish a connection to a Hyperion Financial Management data source.
Icon for
active
connection
Changing Members
To drill down or up, double-click the member or use the toolbar icons.
Options determine the next level for drilling down.
The entity
dimension is
pivoted to the
rows.
USD
GBP
Calculate
data
Translate
data
Consolidate
data
TCS - HYPERION CoE
Function Builder
Manual entry
These are the new functions in Smart View, along with their counterpart from the prior Excel Add In.
HsGetValue = HFMVal
HsSetValue = HFMLnk
HsCurrency = HFMCur
HsDescription = HFMDes
HsLabel = HFMLab
HsGetText Display Cell Text
HsSetText Sends Cell Text to the Hyperion Financial Management Application
Creating Functions
Select function
Select members
POV Manager
Entity
Scenario
Year
View
Period
C1..C4
Account
Value
ICP
To change
members, click
the Edit button.
THANK YOU