HFM: Administrator (5 days)


System administrators and implementation consultants.

Learning Objectives

Also available as


self-paced training via our Keyteach partnership.

Click here for details.

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Learn how to create and manage applications using EPMA and/or Classic. Explore financial consolidation and manage the sign-off and review cycle with process control and phased submissions. Setup intercompany and understand the mechanics of intercompany processing and automatic elimination.

Course Description

Discover how to manage, maintain and update configurations and metadata to meet new requirements on an ongoing basis. Explore the close manager and how to work with the schedules and templates to provide a structured list of tasks.

Navigate and configure various application components and learn about the validation of metadata. Learn more about member attributes and understand the implications of working with dense and sparse dimensions to adopt best practice design.

Find out about balance sheet movements, supplemental data, intercompany processing and working with journals. Discover how to use life cycle management snapshots to migrate system artefacts. Attendees will also gain an in-depth understanding of consolidation, translation and how to manage entity ownerships.

Find out how to build efficient, effective and responsive applications and master the concepts behind writing multidimensional calculations. Discover how data from a variety of different sources can be transformed and loaded to FCCS applications using Data Management (FDMEE).

Attendees will also explore how to automate a wide variety of common tasks including the archive, backup and restore of applications, the import of data and running business rules using EPM Automate.

Course Information

Audience: Implementation consultants, system administrators.

Duration: 5 days

Pre-requisites: None

Delivery method: 

Advanced preparation: None

Recommended CPE credits: 35 credits

Day Summary

Day 1: Overview, navigation, dimensionality and the end user process.


Day 2: EPMA application creation and design. 


Day 3: Data loading, document management, intercompany setup.

Day 4: Journals, financial rules, consolidation and translation.

Day 5: Life cycle management, security, Smart View.

Detailed Agenda

HFM Overview

• Logging onto the workspace
• Access & navigate HFM web
• HFM dimensions
• Introducing FDM


The End User Process

• Data forms overview
• Data grids overview
• Consolidating
• Promoting a process unit
• Financial reports
• Working with books


Application Build

  • Enterprise performance management architect (EPMA)

  • EPMA application building

  • Validation & deployment

  • Editing attributes

  • Periods

  • Scenarios

  • Missing data as zero

  • Accounts

  • Currencies

  • Entity and ICP

  • Default settings

  • Local and shared members

  • Dimension associations

  • Grid editor

  • Multiple apps/products

  • Viewing log files

  • Profiles and importing

  • Configurable dimensionality


Member Lists

• Static member lists
• Dynamic member lists


Loading Data

• Load and review data
• Load methods


Data Forms

• Creating data forms and linked forms


Data Grids

• Understanding data grids
• Design considerations for data grids


Other Documents

• Creating other documents
• Creating and maintaining task lists


Exchange Rates

• Entering exchange rates
• Value dimensions and custom combinations



• Intercompany setup
• Intercompany (IC) input & elimination
• ICP matching report



• Journal setup
• Creating and processing journals
• Journal reports


HFM Calculations

• Writing rules
• Calculation manager
• Creating basic rules


Process Control

• Process control setup
• Phased submissions


Consolidation and Translation

• Running consolidations
• Value dimension review
• Subcubes
• ‘On the Fly’ currency translations


HFM Portability

• Importing and extracting documents
• Lifecycle management (LCM)


Security Users, Groups & Classes

• User roles
• Creating users, groups and classes
• Provisioning user access


Smart View Overview

• Smart view panel and toolbar
• Member selection
• Ad hoc analysis
• Smart view options
• Writing functions
• HsSetValue
• Smart view data forms


This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.​

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