Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 About Financial Management
-
2
Managing Applications
- Application Administration
- Creating Applications
- Creating a New Application
- Creating an Application from a Profile File
- Copying from an Application
- Modifying Applications
- Registering Applications
- Opening Applications
- Closing Applications
- Changing Application Server Clusters
- Viewing the Application List
- Deleting Applications
- Loading Application Elements
- Extracting Application Elements
- Duplicating Financial Management Applications
- Importing Applications
- Working with System Messages
- Managing Application Access
- Managing System Users
- Managing Servers and Applications
- Auditing Tasks
- Auditing Data
- Monitoring Running Tasks
- Scanning For and Clearing Invalid Records
- Monitoring System Status Using HFM Insights
- 3 Managing Application Security
-
4
Managing Metadata
- Defining Accounts
- Defining Custom Members
- Defining Entity Members
- Defining Scenario Members
- Defining Application Settings
- Organization by Period
- Defining Consolidation Methods
- Defining Currencies
- Defining Cell Text Labels
- System-Generated Accounts
- Setting Up Intercompany Partners
- Metadata Filtering Based on Security
- Creating Metadata Files of the APP Format
- Metadata Referential Integrity
- Using the Metadata Merge Utility
- Loading Metadata
- Viewing Metadata Load Changes
- Extracting Metadata
- 5 Managing Member Lists
- 6 Managing Journals
-
7
Managing Data Forms
- Creating Data Forms in the Form Designer
-
Using Data Form Scripts
- AddMember
- BackgroundPOV
- Blank
- Cn
- Calc1
- CalcByRow
- Cell_Link
- CellText
- CustomHeader
- CustomHeaderStyle
- DynamicPOV
- FormInputBoxLength
- FormNumDecimals
- FormRowHeight
- FormScale
- HeaderOption
- HideInPov
- Instructions
- LineItemDetailSinglePeriod
- Link
- MaxCells
- MaxColsForSparseRetrievalMethod
- NoSuppress
- NumDecimals
- OnDemandRules
- Override
- POVOrder
- PrintNumDataColsPerPage
- PrintNumRowsPerPage
- PrintRepeatHeadersonAllPages
- Rn
- ReadOnly
- ReportDescription
- ReportLabel
- ReportSecurityClass
- ReportType
- RowHeaderPct
- SCalc
- Scale
- SelectablePOVList
- ShowDescriptions
- ShowLabels
- String
- Style
- SuppressColHeaderRepeats
- SuppressInvalidCols
- SuppressInvalidRows
- SuppressNoDataCols
- SuppressNoDataRows
- SuppressRowHeaderRepeats
- SuppressZeroCols
- SuppressZeroRows
- Using Relative Time Periods
- Order of Precedence for Conflicting Attributes
- Editing Data Forms
- Loading Data Forms
- Extracting Data Forms
- Deleting Data Forms
- 8 Extracting Data to a Database
-
9
Defining Reports
- Defining Journal Report Scripts
-
Defining Intercompany Matching Report Scripts
- Selecting Member Lists for Intercompany Matching Reports
- Selecting Accounts for Intercompany Matching Reports
- Specifying Decimal Places in Intercompany Matching Reports
- Selecting Style Sheets for Intercompany Matching Reports
- Specifying Currencies in Intercompany Matching Reports
- Suppression Options for Intercompany Matching Reports
- Intercompany Matching Report Script Keywords
- Defining Intercompany Transaction Report Scripts
- 10 Managing Rules
-
11
Rule Functions
- Functions Overview
- ABSExp
- AccountType
- AccountTypeID
- AddEntityToList
- AddEntityToListUsingIDs
- AddMemberToList
- AddMemberToListUsingIDs
- Alloc
- AllowAdjFromChildren
- AllowAdjs
- ApplicationName
- CalculateExchangeRate
- CalculateRate
- CalcStatus
- CellTextUnitItem
- Clear
- Con
- Consol1, Consol2, Consol3
- ConsolidateYTD
- ContainsCellText
- ContainsCellTextWithLabel
- Currency
- CustomTop
- DataUnitItem
- Decimal
- DefaultFreq
- DefaultParent
- DefaultTranslate
- DefaultView
- DefCurrency
- DOwn
- Dynamic
- Exp
- GetCell
- GetCellNoData
- GetCellRealData
- GetCellText
- GetCellTextWithLabel
- GetCellType
- GetCustomLabelArray
- GetItem
- GetItemIDs2
- GetItemIDs2ExtDim
- GetNumItems
- GetNumLID
- GetRate
- GetSubmissionGroup
- GetSubmissionPhase
- Holding
- ICPTopMember
- ICPWeight
- IDFromMember
- ImpactStatus
- Input
- IsAlmostEqual
- IsBase
- IsCalculated
- IsChild
- IsConsolidated
- IsDescendant
- IsFirst
- IsICP
- IsLast
- IsTransCur
- IsTransCurAdj
- IsValidDest
- IsZero
- List
- Member
- MemberFromID
- Method
- NoInput
- NoRound
- NumBase
- Number
- NumChild
- NumCustom
- NumDescendant
- NumPerInGen
- NumPeriods
- OpenCellTextUnit
- OpenDataUnit
- OpenDataUnitSorted
- Owned
- Owner
- PCon
- PEPU
- PeriodNumber
- PlugAcct
- POwn
- PVAForBalance
- PVAForFlow
- RateForBalance
- RateForFlow
- ReviewStatus
- ReviewStatusUsingPhaseID
- Round
- Scale
- SecurityAsPartner
- SecurityClass
- SetCellTextWithLabel
- SetData
- SetDataWithPOV
- SubmissionGroup
- SupportsProcessManagement
- SupportsTran
- SwitchSign
- SwitchType
- Trans
- TransPeriodic
- UD1...3
- ValidationAccount
- ValidationAccountEx
- XBRLTags
- 12 Custom Functions
- 13 Creating Rules Using Calculation Manager
- 14 Managing Intercompany Transactions
- 15 Managing Process Management Submission Phases
- 16 Managing Email Alerting
- A Configuration Settings
-
B
Optimizing Performance
- Performance Overview
- Common EPM Installation Directory References
- Financial Management Records and Subcubes
- Tuning Recommendations for Financial Management
- Diagnosing Performance Problems
- Tuning Operating Systems Parameters
- Tuning the Web Server
- Tuning Financial Management Applications
-
Tuning Oracle 11g Databases for Financial Management
- Introduction
- Common Performance Issues
-
Tuning Guidelines for Oracle 11g Databases
- Oracle Initialization Parameters
- CURSOR_SHARING
- MEMORY_TARGET
- MEMORY_MAX_TARGET
- SGA_TARGET
- SGA_MAX_SIZE
- PGA_AGGREGATE_TARGET
- LOG_BUFFER
- OPTIMIZER_MODE
- OPTIMIZER_INDEX_COST_ADJ
- PROCESSES
- SESSIONS
- TRANSACTIONS
- OPEN_CURSORS
- SESSION_CACHED_CURSORS
- TRACE_ENABLED
- STATISTICS_LEVEL
- TIMED_STATISTICS
- TIMED_OS_STATISTICS
- How to Determine Memory Settings for Oracle Database Release 11g
- How to Calculate the Number of Processes for Oracle Database Release 11g
- Other Considerations
- Frequently Asked Questions