Oracle Hyperion Financial Mgmt 11.1.1: Create Rules Using Calc Mgr

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Oracle Hyperion Financial Mgmt 11.1.1: Create Rules Using Calc Mgr

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Description

This course is designed to teach you the methodology to create rules for advanced business calculations in Financial Management applications. You learn how to design, maintain, and execute complex rules by using Calculation Manager. You also learn to increase database performance, write rules for dynamic accounts, create translation rules, create consolidation rules, and effectively troubleshoot rules using log files.

Learn to:
  • Create formulas, rules, rule sets, and rules templates with Calculation Manager
  • Reduce database size and calculation time by proper use of the custom and Value dimensions in rules
  • Calculate percentages and ratios for dynamic accounts
  • Create loops by using membe…

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This course is designed to teach you the methodology to create rules for advanced business calculations in Financial Management applications. You learn how to design, maintain, and execute complex rules by using Calculation Manager. You also learn to increase database performance, write rules for dynamic accounts, create translation rules, create consolidation rules, and effectively troubleshoot rules using log files.

Learn to:
  • Create formulas, rules, rule sets, and rules templates with Calculation Manager
  • Reduce database size and calculation time by proper use of the custom and Value dimensions in rules
  • Calculate percentages and ratios for dynamic accounts
  • Create loops by using member lists and data ranges
  • Create rules with proper data-handling techniques
  • Create allocation, currency translation, consolidation, and elimination rules

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


Audience
  • Application Developers
  • Administrator

Course Topics 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
  • Managing Calculation Manager Objects
  • Managing Script
  • Importing and Exporting Calculation Manager Objects
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
  • 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
Working with Member Range Components
  • Member Ranges and Loops
  • List Functions and Member Range Components
  • Adding Member Range Components to Rules
  • Member Attributes in Loops
Working with Data Range and Fixed Loop Components
  • 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
  • Rounding with the Financial Round Template
  • Rounding and Scaling with the Round Function
Working with Dimension Hierarchies
  • Working with the Calendar
  • Managing Calculation Status
  • Managing Movement Accounts and Data Views
  • Avoiding Circular Calculations in Hierarchies
Creating Rules for Dynamic Accounts
  • Dynamic Accounts Overview
  • Creating Rules with the Dynamic Function
  • Applying Period Functions to Dynamic 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

Course Objectives
  • Calculate percentages and ratios for dynamic accounts
  • Create loops by using member lists and data ranges
  • Create rules with proper data-handling techniques
  • Create allocation, currency translation, consolidation, and elimination rules
  • Create formulas, rules, rule sets, and rules templates with Calculation Manager
  • Reduce database size and calculation time by proper use of the custom and Value dimensions in rules

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    There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.