Ask an Expert

Oracle EPM & BI Blog

Kscope16: Download the EPM Presentations

Another ODTUG Kaleidoscope conference has wrapped up. If you didn't attend or missed a few sessions — don't worry, you haven't completely missed out. This blog post will  recap US-Analytics' part in the 5-day event that featured over 300 sessions and more BI and EPM presentations than any other conference. 

Read More

HFM Metadata Utility 2.0: New Query Function

The HFM Metadata Utility, a free utility that allows you to import HFM metadata files (.app format) into Excel and export edited content back into Excel, has been updated to allow users to run basic hierarchy queries. Download the latest version of the utility here

With the updated tool, you can now run five queries: Compare Base Members, Find Duplicates Under Parent, Find Shared Parents, List Shared Parent Members, and List Shared Base Members.

Read More

HFM Administrator Tips and Tricks, Part 2: Month-End Activities

We're back again for the second post in a three-part series on maintaining your HFM application with tips and techniques you should employ:

  1. Prior to month-end close
  2. During month-end close
  3. After month-end close

If you missed the first post, check it out here: HFM Administrator Tips and Tricks, Part 1: Pre-Close Activities.

Read More

Kscope16: Registration Savings & Must-See Events

Another ODTUG Kaleidoscope conference is fast approaching! Kicking off on June 26, Kscope will be held just steps from the Magnificent Mile and Millennium Park in Chicago. The 5-day event features over 300 sessions and boasts more BI and EPM presentations than any other conference.

Don't forget to register by March 25 (the deadline for early bird registration) and use code USA to save a total of $400 on your Kscope pass.

Read More

HFM Administrator Tips and Tricks, Part 1: Pre-Close Activities


You’ve just purchased a newly built home. The house is immaculate, the lawn well-manicured. It’s everything you hoped it would be. Several months after you’ve moved in, it still has the same new home feel, but over time the house needs to be maintained. The kitchen gets dirty, the grass grows, the sink gets backed up, and your child thinks the walls are a nice huge canvas for their works of art…

Similarly, a new Hyperion Financial Management (HFM) application can have that same feel. You’ve gone through the requirements, design, build, testing, data validations, training, parallels, and go-live. The consultants have left and the first few months go well, but over time the demands on your new application grow. In order to keep that application running smoothly during the course of that transition, you need to properly maintain it. Even with no changes to your HFM application, there is still preventative maintenance that you should be undertaking.

Read More

Planning to Go Public? The Critical Role of Finance & Accounting

It’s no secret that IPOs require a lot of preparation, yet most companies still underestimate the amount of time it takes. Many end up delaying their target date. Conventional business wisdom says that your organization should act and operate like a public company for at least a year before the IPO event — but did you know that your finance and accounting processes should be upgraded and in place two years before going public?

Read More

HFM Metadata Utility: How to Edit .App Files in Excel

The Hyperion Financial Management (HFM) Metadata Utility is a free utility that allows you to import HFM metadata files (.app format) into Excel, where the content can be reviewed, edited, and exported back to a file for loading to HFM. The utility is lightweight and leverages the power of Excel for fast, easy reviews and edits. Download the HFM Metadata Utility here.

Once a metadata file is chosen for import, the utility creates a tab in Microsoft Excel for each section of the import file. It then writes the contents of that section to the tab. Sections for custom dimensions are dynamically added as well:

Read More

IFRS Adoption Status in the U.S. — Inevitable or Unlikely?


As 2015 draws to a close, we wanted to provide updates on International Financial Reporting Standards (IFRS) and its adoption in the U.S.

In the early aughts, it seemed more a matter of when than if the U.S. would adopt IFRS, but recent pronouncements indicate that the U.S. is further away from adopting the accounting standards.

Read More

A Better Way to Clear Data in HFM

Although Hyperion Financial Management (HFM) has a screen for clearing data, I have always preferred the option of clearing data with a file. For those not familiar with the technique, it is simply loading a data file with the data fields for each record replaced with the string 'NODATA'. When loaded using the Merge method, the file clears the target data without leaving behind hard zeros.

In this blog post, you'll learn how to use this alternative — dare I say, "better" — method for working to clear data in HFM.

Read More

Oracle HFM Journals in Smart View

The latest version of Smart View brings a highly anticipated feature: the ability to manage journals through Smart View. This feature requires Oracle HFM version or later and Smart View version or later.

Read More

Subscribe to Email Updates

Browse by Topic

See All