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Oracle EPM (Hyperion) Version Launch: Oracle Hyperion Financial Management (HFM) Profile Editor
Posted on February 10, 2015
Author: Andy Tauro, Performance Architects

Oracle Hyperion Financial Management (HFM) was re-launched as a multi-platform product in the recent Oracle Enterprise Performance Management (EPM or Hyperion) Version release.  One of the long-awaited enhancements in this release is the creation of application profiles.

Application profiles define the core characteristics of an HFM application, such as the languages and calendar it uses, as well as custom dimensions (since Version However, until, application profiles required the administrator to install the HFM Desktop client. Version introduces the “Profile Editor,” which provides an online means to create said profile, without needing the HFM Desktop client.

The Profile Editor is accessed from the “Consolidation Administration” menu item in EPM Workspace. Double-click on the “Profile Editor” item in the “Admin Tasks” menu on the left to launch the editor.

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The administrator is then presented with the option of creating a new profile or selecting an existing profile. Selecting an existing profile allows the import of profile files created in previous versions of HFM, and upgrades automatically.

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The rest of the steps to create a profile are the same as before, including creating languages;

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Defining the calendar;

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Setting up data frequencies;

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Defining calendar periods; and

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Adding custom dimensions.

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Once complete, the administrator has the option of saving the profile to file as XML or binary.

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The administrator can also use it to immediately create a new application.

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Stay tuned for more posts where we explore additional enhancements introduced in Oracle EPM

Author: Andy Tauro, Performance Architects


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