Creating Rules Using Calculation Manager in Oracle HFM

Creating Rules Using Calculation Manager in Oracle HFM

  • Course Number:O-HFM-RULES-CM
  • Duration:4 Days


The Creating Rules Using Calculation Manager in Hyperion Financial Management (HFM) course is designed to guide seasoned HFM Administrators and Power Users through an in-depth and practical approach to building new rules, from the basic to the advanced, and to understanding and enhancing current rule sets within applications.

Starting with a rules introduction, students will extract, backup and perform basic rules editing from within an existing application. Once these basic concepts are understood, the student will learn specific techniques for rules creation, such as utilizing Member Lists, dynamic rules creation, and utilizing variables.

The student will then be introduced to advanced rules writing techniques. Topics such as Beginning Retained Earnings roll forward, transferring Current Net Income to the Balance Sheet, Translation – dollar override, forecasting, and ratios. After completing these topics, the student will work through an in depth case study enabling them to apply their newly acquired skills to developing a basic cash flow.

This course is very intense and not intended for the new HFM user or Administrator.

Click here to read the full course outline.

Who Should Attend

  • Application Developers
  • Power Users
  • System Administrators


  • Basic Microsoft Windows skills
  • Knowledge of spreadsheets
  • Working knowledge of accounting
  • Working knowledge of Hyperion Financial Management

Course Information

  • Advance Preparation: None
  • Program Level: Advanced
  • Delivery Method: Group - Live
  • CPE Credit: 32 credits in Specialized Knowledge and Applications