Mastering HFM Rules

Introduction to Calculation Manager

• Financial Management Rules
• Calculation Manager Overview
• Viewing Rules
• Viewing Flow Charts
• Printing Rules

Creating Rules and Formulas

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

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

Managing Templates

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

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

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

Managing the Custom and ICP Dimensions

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

Troubleshooting with Log Files

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

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

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

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

Managing Dimension Hierarchies

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

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

Creating Allocations

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

Creating Currency Translation Rules

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

Creating Consolidation and Elimination Rules

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