Hyperion Financial Management:

Create and Manage Applications

5
Configuring Application Settings

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Objectives
At the end of this lesson, you should be able to:

Configure exchange rate and translation settings

Configure consolidation settings

Configure the validation account settings

Configure security settings

Configure audit settings

Set document attachment limits

2005 Hyperion Solutions Corporation. All Rights Reserved.

Configuring Exchange Rate and

Translation Settings

Use the DefaultCurrency property to specify the default currency for the
application.
Use the DefaultRateForFlowAccounts and
DefaultRateForBalanceAccounts to specify the accounts used to store
exchange rates for flow accounts and balance accounts.
Specify whether to use the PVA translation method.

2005 Hyperion Solutions Corporation. All Rights Reserved.

PVA Method
The Periodic Value Add (PVA) method:
1. Translates just the YTD change from the previous period at the current
periods exchange rate
2. Adds this to the previous month translated balance
Default Method

PVA Method

Jan

Feb

Jan

Feb

Exchange Rate

1:3

1:2

1:3

1:2

Local Currency YTD

50

75

50

75

Translated YTD

150

150

150

75 50 = 25
X

200

2
50

Current period
increase/decrease at
current period rate plus
prior period balance
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150
200

Consolidation Settings

Org by Period

Aggregation for Intercompany accounts

Custom consolidation rules

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Org by Period

Enable Org by Period if you need entity structures that vary from period
to period.
Org by Period lets you mark entities as active or inactive for each
period.
Example: Plant2 was sold in January, so you mark it as inactive from
February forward
January

Geographical

United States

California

Europe

Connecticut

Plant 1

France

Global Sales

February

Geographical

United States

Italy

California

Plant 2

Europe

Connecticut

Plant 1

France

Global Sales

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Italy

Plant 2

Intercompany Aggregations

The IntercompanyAggregationWeight property lets you specify a

consolidation percentage for intercompany entities to their parent ICP
Top.
A value of 1 represents 100% (for example, specify .5 for 50%).
ICP Top

Plant1

West Sales

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Consolidation Rules

Enable Consolidation Rules if you need to write custom rules to

override the default consolidation and elimination process.
If you select this option, you can define consolidation methods.
'*************************************************
'*
CONSOLIDATE ROUTINE
'*************************************************

Sub Consolidate()
'=================================================
'= Do not Consolidate if Equity Method
=
'=================================================
' If Method <> "EQUITY" then
'
Call WriteToFile("Entity=" & Entity & " POWN=" & POWN & "
PMIN=" & PMIN & "Account = " & Account)
'------------------------------------------------' Default consolidation
'------------------------------------------------'
Call HS.Con("",PCon,"")
'------------------------------------------------' Eliminations
'------------------------------------------------'
Select Case Account 'Account is variable from above Call
DataUnit command
'---------------------------------------------------' Standard I/C Elimination - does not apply if partner
' method is Equity
2005 Hyperion Solutions Corporation. All Rights Reserved.

Configuring Validation Account Settings

The ValidationAccount property identifies the validation account for

your application.
The validation account is used by Process Control and for data locking.
The validation account balance must be zero
before data can be promoted or approved.

2005 Hyperion Solutions Corporation. All Rights Reserved.

Configuring Security Settings

Securable dimensions include:

Account
Entity
Scenario
ICP
Custom dimensions

You can enable or disable security for each of these dimensions.

You can enable or disable metadata filtering for the application.

Account

Entity

Scenario

ICP

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Custom1
Custom1
Custom1
Custom4

Metadata Filtering
.

Entity

Geographical

UnitedStates

California

1000

Plant1

If users have access only

to the children of
California, the ancestors
display but are not
selectable.

WestSales
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Node Security

Parent option limits data access to these

members.

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Setting Document Attachment Limits

Document attachment size

Number of attachments per user

Number of characters for cell text

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Summary
In this lesson, you should have learned
how to:

Configure exchange rate and

translation settings
Configure consolidation settings
Configure the validation account
settings

Configure security settings

Configure audit settings

Set document attachment limits

2005 Hyperion Solutions Corporation. All Rights Reserved.