HFM – Working with EPM Architect and Calculation Manager

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March 14th, 2012


It has been many years since Oracle/Hyperion first introduced the EPM Architect (EPMA) tool along with Calculation Manager.  For those of us who tried adopting EPMA and Calculation Manager early in the Hyperion 9.x releases, it was a challenging experience.  (Read my colleague’s experience with using Calculation Manager in his blog post here.  Many HFM administrators shied away from migrating to EPMA and Calculation Manager and even now, with Hyperion 11.1.2.1, there are still many holdouts.  Is avoidance still justified?

Image courtesy of Oracle Corporation

I can confidently say, “No.”  You have nothing to fear with the current release because it is stable with HFM and even more importantly, the two tools can help make your job easier.

 First, let’s talk about the modules of EPM Architect to manage metadata: Dimension Library and Application Library.  I want to make a clear distinction between managing metadata in EPM Architect versus using Hyperion Data Relationship Management (DRM) to manage master data.  DRM is a much more powerful enterprise application than EPM Architect.  For many companies that implement the Hyperion EPM suite, it really makes sense to forgo EPM Architect to manage metadata and instead implement DRM to manage master data.  (Our blog has a dedicated section that discusses DRM here.)  But if you are not ready to go to DRM, EPM Architect can be a valuable tool to manage your HFM metadata.  Here are some important benefits of using EPM Architect with HFM:

  • Renaming a base member and deploying it will not cause you to lose data in HFM anymore.
  • Mass metadata property updates can be done quickly via the Grid Editor function.
  • Previous deployment history will be archived in the Job Console (last 10 deployments).
  • In the Application Library, you can use the Duplicate command to create a new application from an existing application to do testing and what-if analysis.
  • Work-in-progress updates to metadata can be done to the Shared Library without affecting live applications and your work will be safe because it is stored in the RDBMS.  No more tracking multiple files on your computer.

Second, let’s switch to Calculation Manager.  Calculation Manager is the tool where you develop and manage business rules for the HFM application.  Just like with EPM Architect, adopting Calculation Manager can help you with many administrative duties.  Here are some important benefits of using Calculation Manager with HFM:

  • Viewing rules will be more logical in the flowchart organization structure of Calculation Manager.
  • Drag & drop and reorganize rules quickly within rulesets.  You can deactivate an entire group of rule code by removing a rule object (still saved for future use), so no more commenting out lines necessary.
  • Work-in-progress updates to business rules can be done in Calculation Manager without affecting live applications and your work will be safe because it is stored in the RDBMS.  No more tracking multiple files on your computer.
  • It keeps a history of your modifications by timestamps and allows you to query by date range to see what rules were modified.

Third and last, with both EPM Architect and Calculation Manager, planning to make the move now will be to your benefit as Oracle continues on the long-term roadmap to move all administration activities within the web Hyperion Workspace.  It is no longer necessary to be a holdout.


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The TopDown Team includes members of TopDown Consulting who want to let the community know about webcasts, conferences, and other events. The team also conducts interviews on various EPM industry topics.

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