Tag Archives: Hyperion Financial Management

Dissecting Data Load Options in Hyperion Financial Management (HFM)

September 24, 2014

In Hyperion Financial Management (HFM) , you can load data using a text file; Oracle Financial Data Quality Management Enterprise Edition (FDMEE) in the newest version of Hyperion; or ERP Integrator (ERPi) in earlier versions of Hyperion.  This blog covers the first method, loading a text file. The general structure of a data load text file is comprised of a Group Dimension Section and a Data Section. …   Read More


© Performance Architects, Inc. and Performance Architects Blog, 2006 - present. Unauthorized use and/or duplication of this material without express and written permission from this blog's author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Performance Architects, Inc. and Performance Architects Blog with appropriate and specific direction to the original content.

Mystery Solved: Unraveling Oracle Hyperion Financial Management (HFM) Intercompany Eliminations

June 11, 2014

Unraveling the mystery of intercompany eliminations in Hyperion Financial Management (HFM) can be challenging.  In this blog post, I hope to provide some clarity into how HFM handles intercompany eliminations. The key players that handle eliminations in HFM are the entity, account, ICP (short for intercompany partner), and value dimensions. Assume the following example where you have two entities,…   Read More


© Performance Architects, Inc. and Performance Architects Blog, 2006 - present. Unauthorized use and/or duplication of this material without express and written permission from this blog's author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Performance Architects, Inc. and Performance Architects Blog with appropriate and specific direction to the original content.

Why a Financial Consolidation Application Should Not Be Used for Budgeting and Forecasting (AKA: Don’t Use HFM for Planning!)

June 4, 2014

Already using Hyperion Financial Management (HFM) for consolidations? If you are, it may seem economical to use it for budgeting and forecasting as well. But, before you spend the savings, consider the total cost of squeezing your planning and financial close processes into one application. Any organization large enough to need HFM likely has separate departments for controllership and…   Read More


© Performance Architects, Inc. and Performance Architects Blog, 2006 - present. Unauthorized use and/or duplication of this material without express and written permission from this blog's author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Performance Architects, Inc. and Performance Architects Blog with appropriate and specific direction to the original content.

Roll out your roll forwards with HFM!

April 30, 2014

A roll forward is a reconciliation of the change in balance for an account over a period of time.  For accountants, roll forwards are essential monthly close tasks.  However, when these tasks are undertaken using antiquated spreadsheets the process can become incredibly tedious.  The manual process of inputting or validating the beginning and ending balances…   Read More


© Performance Architects, Inc. and Performance Architects Blog, 2006 - present. Unauthorized use and/or duplication of this material without express and written permission from this blog's author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Performance Architects, Inc. and Performance Architects Blog with appropriate and specific direction to the original content.

The Case for Financial Close and Consolidation Solutions in the Higher Education Market: Why Your Institution Should Evaluate Hyperion Financial Management (HFM)

February 25, 2014

Increased scrutiny of the expensive cost of higher education has administrators asking tough questions.  Answering those questions requires quality data and the analytic tools to access answers to this information.   Hyperion Financial Management (HFM) can be a smart choice for colleges and universities for many of the same reasons commercial companies use financial close and consolidation solutions. HFM…   Read More


© Performance Architects, Inc. and Performance Architects Blog, 2006 - present. Unauthorized use and/or duplication of this material without express and written permission from this blog's author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Performance Architects, Inc. and Performance Architects Blog with appropriate and specific direction to the original content.

Automating Cash Flow with Hyperion Financial Management

November 27, 2013

Has your team recently implemented Hyperion Financial Management (HFM) , but you feel it is lacking bells and whistles you would expect with an enterprise application? Sure, the application is a great consolidation tool and it handles some incredibly complex ownership and allocation calculations with ease; but are you looking for the next big splash? Automating your statement of…   Read More


© Performance Architects, Inc. and Performance Architects Blog, 2006 - present. Unauthorized use and/or duplication of this material without express and written permission from this blog's author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Performance Architects, Inc. and Performance Architects Blog with appropriate and specific direction to the original content.

Financial Data Quality Management Enterprise Edition (FDMEE): An Old Favorite Gets a Makeover, with More Horsepower

June 26, 2013

With the release of Oracle Hyperion Enterprise Performance Management (EPM) 11.1.2.3 , the Financial Data Quality Management (FDM) toolset got a much needed overhaul. This tool has been popular with administrators and users of the Hyperion Financial Management (HFM) application software since it was known as Upstream. And as its capabilities expanded (and after it was renamed FDM), it has been a leading solution to cleanse and load data to Hyperion…   Read More


© Performance Architects, Inc. and Performance Architects Blog, 2006 - present. Unauthorized use and/or duplication of this material without express and written permission from this blog's author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Performance Architects, Inc. and Performance Architects Blog with appropriate and specific direction to the original content.