HFM: Rules (3 days)

Hyperion Financial Management (HFM): Rules (3 days)


Technical System Administrators


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

Learning objectives

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

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 for you.

Day summary

Day 1:

Understand mainstream calculations within HFM rules and 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 and custom translation rules.

Day 3:

Scripting custom member lists, extended translation, custom consolidation and intercompany processing rules.

Detailed course agenda / Justification for your manager 

FMR OD Page 1 

CPE Sponsors

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: Classroom (group - live)

Advanced preparation: None

Recommended CPE credits: 21 Credits - specialised knowledge 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

Hyperion Financial Management (HFM): Rules (3 days)
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