Modular HFM Bootcamp (including Rules & Reporting Essentials)

(5 days)


System administrators and implementation consultants (Days 1-5), end users (Day 4), report developers (Day 5).

Learning Objectives

This comprehensive course takes students through the typical steps needed in an implementation of Hyperion Financial Management (HFM), including the essentials of Rules and Financial Reporting Web Studio, all in five days. Students develop and deploy HFM as an interactive case study throughout the course.​

Course Description

Originally the 123OLAP HFM Bootcamp, this course is designed for private training and is modular to enable students performing different roles to attend just the topics they need. It begins with a general overview of HFM and how it fits into the Oracle suite of products. The class then focuses on metadata. Both methods of metadata management—classic and EPMA—are introduced. Students then set up the HFM dimensions. Advanced topics include alternate hierarchies, attributes, and importing/exporting. Students review importing and exporting data to/from HFM, and the various alternatives available.

The next major topic is an extensive coverage of rules. Then the focus is on security, showing students how to create and manage user and group access within HFM using Shared Services. Following are various administrator topics such as creating data entry forms, setting up process control, and other available controls.

The next component of the class focuses on end-user tasks including creating and modifying grids, debits and credits with journals, inter-company reporting, process control, and building reports using Smart View.

Financial Reporting Web Studio is covered on the last day.

Upon completion of this course, students will be able to: create and deploy HFM applications and metadata, set up and maintain security, load, translate and consolidate data from external systems, create rules, and manage review process, and develop and deploy Financial Reports.

Course Information

Audience: Implementation consultants, system administrators.

Duration: 5 days

Pre-requisites: None

Delivery method: 

  • Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 40 credits

Day Summary

Day 1: Overview of HFM, creating an application, metadata modeling, data loading


Day 2: Rules


Day 3: Security, admin tasks and automation, admin process control and validations, data entry forms

Day 4: End User tasks - journals, intercompany reporting, process control, smart view

Day 5:Financial Reporting Web Studio

Detailed Agenda

Overview of HFM



  • Create application

  • Dimension attributes and performance considerations

  • Application Settings

  • Deploying from EPMA

Data Loading and Extracting

  • Native data load and extract

  • Various alternatives

  • Copying and clearing data


Rules ​

  • Overview

  • Subroutines

  • Syntax

  • Restricting when rules run and why

  • Top 10 calculations

  • Functions

Member Lists



  • Shared Services Overview

  • Security Classes

  • Provisioning users/groups


“Admin Stuff” 

  • Admin tasks – audit logs, system messages, etc.

  • Task Automation

  • Process control and validations – admin side

  • Creating data entry forms



Data Grids




Intercompany Reporting


Process Control – end user side


Running reports


Smart View and Microsoft Office

Financial Reporting Web Studio​

  • Laying out a report in FRS

  • Grid/Column/Row/POV properties

  • Basic Formatting options

  • Conditional formatting

  • Complex member selections

  • Adding Formulas to a report

  • Useful functions used commonly in reporting

  • Expansions

  • Text boxes and Text functions

  • Working with Saved Objects

  • Charting in FRS and using multiple grids

  • Creating books of reports

  • Creating Batches and Bursting options

  • Financial Reporting Security