...Records & Subcubes in HFM

A few years ago, I decided to spend time to understand how HFM calculation engine works with aim to improve the performance of the rules. The first stop was the HFM manual, the basic design considerations and the section that is referring to subcubes to understand the calculation mechanism.

...Org by Period

Recently, in the OTN forum, we were discussing the functionality of Org by Period.

Org by Period specifies whether the application allows new consolidation structures to co-exist with previous consolidation structures in the same application.  If it will be set to ‘Y’, it will enable the functionality to activate or deactivate legal entities by reporting period.

As an example, let's consider entity AB which should be consolidate to parent A for period P1 to P3 and then consolidated to parent B for periods P4 to P12. In order to achieve this, in the Ownership management module the entity would be flagged as Active under parent A for periods P1 to P3 and then it will be flagged as Inactive. For periods P4 to P12, the entity will be flagged as Inactive for parent entity A and Active for parent entity B.

Based on this, the parent entity A would retain the values on a YTD basis for only the data that came from P1 to P3.  Data from periods P4 to P12 would be only consolidate to Parent B.

Finally, the metadata would show the entity underneath both Parent A and Parent B, though the various metadata selector dialogs have a "show active only" button when you want to show only the current period's active structure.

Cheers,

Thanos

... configuring an HFM environment

One really interested task that is a crucial phase of a project and I would like to share a summary of my experience is the configuration of an Oracle HFM environment.  Before going further, I would like to clarify that I am not an expert on that field but I will do my best to describe it...

Proem

As it happens in every project after the receipt of the new environment from the OS team, the implementation team will install and configure all the Hyperion components. Based on the great improvements of Hyperion v11.1.2.3 (11.1.2.4 is out but not in production yet so…), the installation is a really quick task contrary to the configuration of the environment which needs a lot of study, preparation and communication with the different infra teams of the customer.

Main

For me the best way to discuss about configuration is