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Course Description

Creating Rules Using Calculation Manager in Oracle HFM

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.

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

  • Duration

    4 Days

  • Program Level


  • Delivery Method

    Group – Live

  • CPE Credit

    32 credits in Specialized Knowledge and Applications

Course Registration & Policies

Course Registration: 203-941-0714 or email training@compintelligence.com

Policies: For information regarding cancellations, refunds, or other questions, contact us at 203-941-0714 or training@compintelligence.com.

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