Operations

In part one and part two of this series I addressed two of the three methods I identified that can be used on PBCS to extract data from the command line and scheduled to run without user interaction. In this third and final post of the series, I will explain how to extract data using […]

The first blog post in this series, How to Extract Data from Planning Budget Cloud Service (PBCS), covered data extraction using the native data export PBCS functionality. Continuing with this series, I’ll describe the second method to extract data from an Oracle PBCS instance. Each method has its advantages and disadvantages. This post will focus on […]

For years, I have used either Oracle Virtual Box or VMWare Workstation for creating test servers so I could spend quality time with new versions of the Oracle EPM software.  This has required me to maintain a rather expensive and bulky workstation class laptop.  A high-end laptop capable of running a virtual machine with 4 […]

HFM/FDMEE have been successfully replacing spreadsheets to achieve efficiency and accuracy during month end close. It is rarely discussed that HFM/FDMEE have also successfully replaced other systems used for consolidation and reporting. In one of our recent implementations, our client previously acquired a large group of companies based in Asia Pacific which had been using […]

Integration is king; long live integration. In some ways, this may be one of the more obvious trends. If you want to deliver a great customer experience, you have to both know something about this person interacting with you and provide key transaction(s). Both of these elements drive the need for integration. Let me give you […]

When building an HFM application, one of the application settings is Node Security which is either Parent or Entity. What is the difference between these two choices? Selecting “Entity” means that user access is defined strictly by entity security while “Parent” means that user access considers Parent security. To illustrate assume the following: The user […]

The pomp and circumstance of the New Year has worn off and many of us are back at work. As we look to the year ahead, excitement abounds with the expectations and hopes for what technology and innovation will bring us including predictions. Last year was a banner year for DevOps as the philosophy gained […]

Promoting a base entity to a parent entity in Hyperion Financial Management application should be avoided. Parent data are normally the summation of all the “Contribution Total” from its children. Parent entities do not have its own data in HFM other than adjustments if entity dimension attributes allow adjustments at parent level. In an existing […]

A client in the manufacturing industry I was working with recently upgraded from Hyperion Financial Management (HFM) version 9.3 to 11.1.2.4. Their application design in V9.3 served their management reporting needs so well that they required the same functionality in 11.1.2.4. Managerial reporting is very important to the client in addition to their statutorial reporting requirements. […]

The Nielsen Norman Group just released the results of its 16th Annual Intranet Design Awards. You can check out the winners here, but we were more interested in the trends that the Nielsen Norman Group found among the winners. As developers of Rise, Perficient’s approach to the modern intranet, we like to make sure we’re […]

While we rolled into 2017, I thought it would be neat to see what our readers were, well, reading. Without further ado, here are the top 10 blog posts Perficient’s financial services practice wrote that seemed to be popular among readers. They’re ranked in order of popularity, with number one being the most viewed piece. Citi’s Digital […]

It’s that time of the year again to reflect on how we did on last year’s New Year’s resolutions. One of my goals last year was to keep up on my email and maintain a clean inbox. I tried several methods to keep my new found motivation, such as only checking and responding to emails […]