Whatwouldhappenifidid 131205124157 Phpapp01

What would happen if I did
in HFM?
Session ID#
Chris Barbieri
About Edgewater Ranzal

One of the Largest Hyperion
Practices in the U.S.
Oracle / Hyperion Platinum
Partner - Highest Status
15 Years
700+ clients
1000+ projects
Vertical Expertise with HighProfile Clients from Coast to

Coast
Sound Project Methodology
Insures Project Success
One Stop Shop for ALL EPM
Implementation needs
Copyright 2013 by Chris Barbieri, Edgewater Ranzal
What would happen if I

Changed the IsCalculated flag on an account?
Changed an entitys currency?
Changed the Zero View settings?
Inserted a new entity into a locked hierarchy?
Loaded metadata without integrity check?
Changed number of review levels for a scenario?
Changed the IsCalculated flag

on an account/custom?
IsCalculated does two things:
Built-in No Input rule
HFM automatically clears the values
Sample account CalculatedAccount
Not checked = Input-able
Enter Data
Enter 78 in <EC>
Naturally 155 is
calculated (Translated)
Whats Under the Hood?

Kscope_DCE_1_2005 table
Stores <EC> and <PC> data
Whats are these code

numbers?
Need to convert labels to
ItemIDs*
Dp0_Input & Dp0_InputTransType

Dp*_Input stores YTD number
Each record holds 12 months, numbered 0 through
11
Dp*_InputTransType tells HFM what sort of number

it is
Input (16)
Calculated (32)
Derived (128)
This is Critical to Understand

The InputTransType is the metadata attribute
at the time the number is written to

the database!
If the IsCalculated attribute changes on the
Account, this is not updated in the table!
until a new number is written to that cell
Extract Data
Type 16 data can be
extracted
Extract Calculated will
include type 32 data
Change Flag to IsCalculated

Turn on IsCalculated
Load Metadata Only

Database still shows Input (16)
Grid shows no
input
Data extract shows
not calculated
Consolidate Data
Data remains
HFM clears cells with type 32, not 16
Despite the IsCalculated flag
Must clear it manually using HS.Clear in rules
Must remove data Prior to changing flag
Changed an Entitys Currency?

Data and journals are
stored by currency ID
UKSales
Originally GBP
Change to EUR
Parent EastRegion USD
Classic Mode Metadata Change

Error during load
Metadata Integrity Check
Wont load
Un-post then delete the journal?
Successfully Changed?
Before
After load
Translate
Parent Currency
Translate GBP
Is now translated value
from EUR to GBP
Time to
reload all
data and
journals!
Changed the Zero View settings?

Scenario setting
How should I treat missing data?
Zero YTD
HFM will derive a periodic value so we arrive at zero on a

YTD basis, reversing out the entire YTD balance from
prior period
Zero Periodic
HFM adds the periodic zero to prior period YTD,

essentially carrying prior period forward
Applies only to Revenue/Expense/Flow

Sample Sales for UKSales
Notice August Periodic and YTD
Change Actual Zero View to Periodic

Metadata load prevented
Unpost/reject journals and re-load metadata?

Re-post same journals
Notice August Changes?
Inserted a new entity into a locked

hierarchy?
July and August 2005 are
consolidated, published,
and locked
Insert new parent West
Changes from New Entity to Top

Review status and
Calc Status of
ancestors change
Consolidate and
Publish each period
Move Europe
Change existing entity
structure
Looking for NoData status
change
Move an Entity with NoData

No change to Calc status
Review Level stays same
Loaded metadata without the

integrity check enabled?
Has no bearing on data, only journals
Prevents broken journal entries from:
Deleted / renamed base members
Make an intersection invalid
Change Custom 1..4 Top Member

Remove IsICP
Promote a base Account / Custom to parent

Change currency on an entity
Change Zero View on scenario
Rename Sales to Revenue
Load metadata in Replace mode
Item IDs
Appname_Account_Item
Data and journals use ItemID
number 133, not Sales
Journal records in
Appname_JLENT_1_2005
Integrity Check On
Remove Check Integrity Flag

Dont try this at home!!!
No metadata load errors

seems too easy
now, about that journal
Account is removed
It cannot be looked up
Journal still refers to 133
Account_Item table
Replace mode
Removes Sales from
Appname_Account_Item
table
Adds Revenue
Assigns a new Item ID

177 is the next number
available
Reload Original Metadata?

Try to bring Sales back by
reloading
Enable Check Integrity
No errors this time around
Sales is assigned a new ID
178
Treated like a new member
Next ID in sequence
Delete Invalid Records

HFM deletes any data records or tables for
ItemIDs which dont exist in *_Item tables
No way to tell what account 133 was
Leaves journal records though

Forever orphaned
Changed the Maximum

Review Level?
September: all entities approved Levels 1- 5
Scenario Settings at default 10
Change to 2
MaxReviewLevel = 2
No bearing on
existing review
levels
Still at 5
No change to promote options

All 10 levels still available
No error when promoting

straight to 10
Placebo
Disable Process Management

for a scenario
Actual: set SupportsProcessManagement = N
All levels for scenario revert to Not Supported
Add it back? SupportsProcessManagement = Y

Eureka!
Chris Barbieri
cbarbieri@ranzal.com
+1.617.480.6173
www.ranzal.com

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What would happen if I did

About Edgewater Ranzal

Vertical Expertise with HighProfile Clients from Coast to

Copyright 2013 by Chris Barbieri, Edgewater Ranzal