Hyperion Financial Management 4.1: Create Rules

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 using VBScript and Financial Management Rules Editor. You learn how to increase database performance and write rules for dynamic accounts. You also learn how to effectively troubleshoot rules files by writing log data to text files. Exercises provide hands-on practice.

Objectives:

• Identify and implement syntax used in rules
• Describe and apply variables in rules
• Write rules for the custom and value dimensions
• Write rules for dynamic accounts
• Use custom Sub procedures, functions arrays, and loops in rules
• Retrieve data, write data, and test for No Data
• Work with data dimension hierarchies and allocate data
• Create custom currency translation rules and custom consolidation and elimination rules

Prerequisites:

Required Prerequisites:
Familiarity with Financial Management Application Administration
Basic knowledge of VBscript and Financial Management Rules
Hyperion Financial Management 4.1: Create & Manage Applications

Topics:

Reviewing Rules Syntax
About Rules
Objects and Functions
Creating Rules Expressions
Adding Operators and Functions to Expressions
Rule Types
Sub Procedures
String Comparison Functions
Creating Conditional Statements

Reducing Maintenance with Variables
About Visual Basic Variables
Creating Variables and Assigning Variables
Variables and Data Types
Variables and Constants
Creating Header Sections for Variables and Constants

Managing the Scope of Rules
Data Retrieval and Sub Cubes
Sub Cubes and Performance
Managing the Scope of Rules
Executing Rules with the Value Dimension

Creating Rules for Dynamic Accounts
Dynamic Account Types
Sub Dynamic Procedures
Creating Rules for Dynamic Accounts

Creating Custom Procedures
Creating Custom Sub Procedures
About Variables in Custom Sub Procedures
Calling Custom Sub Procedures
Creating Custom Functions
Calling Custom Functions
Troubleshooting with Logging Procedures
Managing Log Files

Creating Arrays and Loops
About Arrays and Loops
Creating Arrays Variables
Filling Arrays Using Member Lists
Creating Loops
Assigning Values with Arrays and Loops
Attributes in Loops
Processing Data Units with the Opendataunit Function

Managing Data
Retrieving and Writing Data
Testing for No Data
Setting Accounts to No Input
Setting Parent Entities to Input
Rounding and Scaling Overview
Rounding and Scaling with HS.Round

Working with the Calendar
Working with the Calendar
Managing Movement Accounts and Data Views
Avoiding Circular Calculations in Hierarchies
Using Sub Allocate to Create Applications

Creating Currency Translation Rules
About Translating Data
Creating Custom Translation Rules

Creating Consolidation and Elimination Rules
About Default Consolidation and Elimination Calculations
Creating Consolidation Rules