Oracle HFM: Rules Training Course


3 days (21 CPE credits)


Technical System Administrators


A solid working knowledge of HFM from a System Administrator perspective.

Course Summary

Find out how to create rules for sophisticated business calculations within HFM.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or you can request a private class for your team:

Discover private classes in the Oracle HFM Rules training course
Oracle HFM Rules: Get the detailed course agenda for this training course now.

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

Course Description

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. 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.

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title: HFM: Rules

Duration: 3 days

Audience: Technical System Administrators

Pre-requisites: VBScript Foundation and a working knowledge of HFM from a System Administrator perspective

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 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:

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