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Burst Financial Reports to a shared directory for HFM

  • November 24, 2014
  • Tutorial
An easy way to distribute reports to various users outside of running individual reports or books and then emailing it out to users is by creating a batch and burst to a shared directory. A batch can run various reports on multiple members in a dimension, adding the bursting capability...
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FDMEE: Locations, Import Formats and Scripts

  • November 17, 2014
  • Tutorial
Locations In FDMEE, a Location is a level where a data load is executed.  In other words, users define locations to specify where to load the data and each location is assigned an Import Format, Data Load Rules and Data Load Mappings.  As discussed below, users must create Import Formats...
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Quick BSO Tuning Tips

  • April 29, 2014
  • Tutorial
    Here are some quick tips to check when tuning your BSO application: 1. Dimension Order ♦ Use the hourglass model: Largest dense to smallest dense, smallest sparse to largest sparse ♦ Attribute dimensions are always last. 2. Dense/Sparse Settings ♦ Typically, your accounts and period dimensions are classified as dense. 3....
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Security in HFM

  • February 24, 2014
  • Tutorial
In this post, I will discuss Security and the role it has within HFM applications. I will show how to change user access for different Security Classes, and also how to create a new user in an application. Both of these topics are very significant for assigning accessibility to your...
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Task Lists in HFM

  • February 10, 2014
  • Tutorial
In this blog, I will be discussing how to create a task list and also what purpose they serve in HFM. They can be a resourceful tool within the application to help manage your workload and I will explain how in the following paragraph. A Task List in HFM serves...
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Creating an HFM Application

  • February 10, 2014
  • Tutorial
Creating an Application Blog When creating a new HFM application, there are specific steps that must be taken to get the application up and running. It starts with creating and naming the application. To create an HFM application, once you are logged in to Workspace: Go to File > New...
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Shared Members

  • January 30, 2014
  • Tutorial
What are shared members? Shared members “share values between members.” In other words, data associated with the member comes from another member with the same name.  For example, lets say under the Product dimension, I would like to add the member “Coke” under Caffeine and share it under Diet. Look...
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Understanding BSO Data Storage in Essbase

  • December 24, 2013
  • Tutorial
Not only is Essbase a leading calculation engine, but as a multidimensional database, it is also efficient at storing data. Essbase creates data blocks and an index system in order to access and store data into a cube. The cube above contains three dimensions: Scenario Accounts Period Data values are...
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Hyperion Planning – validatedata.js

  • January 2, 2013
  • Tutorial
Happy New Year! It has been a while since I have had to use the validatedata.js script to edit data on a Hyperion Planning web form. You would think with the new custom form validation in 11.1.2 you would not have a use for the validatedata.js file. When using custom...
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Automating Oracle EPM Metadata Updates Using Data Relationship Management

  • December 3, 2012
  • Tutorial
Link to DRM whitepaper The need for automating metadata updates is becoming more important as systems to facilitate financial consolidations and financial budgeting and forecasting are being implemented. Most companies prior to implementing a product to facilitate these activities used Microsoft Excel which inherently cannot synchronize metadata between worksheets and/or...
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