HFM: Rules (3 days)

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How Can I Take this Course?

Keyteach provides flexible training options to suit your needs. Choose from globally scheduled instructor-led courses or private classes just for your team. There is no self-paced 'On Demand' version of this course.

Would you like to arrange a private class for your team?

Keyteach provides the flexibility to deliver this instructor-led course on dates that suit your team’s schedule. Private classes, conducted live online with a remote instructor, require a minimum of two participants. Alternatively, we can arrange in-person training at your location upon request.

  • HFM Rules Private Instructor-Led Training for Your Team   $2,850.00 per person (min 2 attendees)

Course Summary

Find out how to create rules for sophisticated business calculations within HFM. Attendees will explore the methodological approach to designing, maintaining, and running complex rules using VBScript and Notepad++. Gain an overview of rules, statement routines, as well as objects, variables, attributes, loops and functions.

Audience

  • System Administrators
  • Implementation Consultants

Duration

  • Instructor-led training: 3 days (21 CPE Credits)

Course Description

This course explores the methodological approach to designing, maintaining and running complex rules use VBScript and Notepad++. Gain an overview of rules, statement routines, as well as objects, variables, attributes, loops and functions. Find out about rules for opening and closing balances, no input, testing for members and conditions, VB strings, as well as rules for validations, process control, translation and consolidation.

The course focuses on the design of rules for optimisation of database performance in HFM, and also seeks to enable students to troubleshoot effectively by writing log data to text files. Administrators will learn to create advanced calculations to facilitate the translation and consolidation requirements for an organisation. If you’re managing an HFM system but want a better understanding of existing scripts and the knowledge to write your own efficient calculations, this is the course for you.

Learning Objectives

By the end of this course learners will be able to:

  • Recognize the methods of editing and debugging HFM Rules files
  • Appraise the use of Input and NoInput sub processes in determining data cells where data can be input
  • Identify the use of arrays in performing repetitive processing across multiple dimension members
  • Critique the use of DataUnits for performing large-scale data processing, such as consolidation
  • Differentiate the use of translation rules for translating data using different rates and translating FX differences over time
  • Illustrate the use of HFM Rules in performing non-standard consolidations and intercompany eliminations

Summary by Day

Day 1

  • Understand mainstream calculations within HFM rules
  • Investigate efficient scripting with custom dimensions

Day 2

  • Troubleshooting and debugging existing scripts
  • Mass calculation on subsets of data
  • Interaction with process control status flags
  • Custom translation rules

Day 3

  • Scripting custom member lists
  • Extended translation
  • Custom consolidation
  • Intercompany processing rules

Course Agenda

  • Rules Overview
    • Creating basic rules
  • Calculate
    • Using variables, operators, and functions
    • Constants
    • Period and Year keywords
    • Ratios and opening balances
    • Testing for dimension members
    • Retrieving an item of data
  • NoInput
    • NoInput rules
    • Arrays
  • Troubleshooting
    • Housekeeping
    • Rules order
    • Using Excel to debug
  • Data Units
    • Using loops and arrays
    • Value dimension
  • Process Control
    • Process status
    • Calculation status
    • Impact status
  • Translate
    • Overview
    • Override exchange rate
    • Calculate exchange rate difference
  • Member Lists
    • Static member lists
    • Dynamic member lists
  • Consolidate
    • Overview
    • Intercompany process
    • Consolidation function
  • Calculation Manager
    • Overview
    • Accessing and reviewing the dimension library
    • Using Calculation Manager

National Association of State Boards of Accountancy (NASBA)

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  • Course title: HFM: Rules
  • Duration: 3 days
  • Audience: System Administrators | Implementation Consultants
  • Pre-requisites: None
  • Delivery method: Group Live and Group Internet-Based
  • Advanced preparation: None
  • Recommended CPE credits:
    Group Live and Group Internet-Based: 21 credits - computer software and applications
  • Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

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