How To Determine Whether A Financial Management Application Uses Standard Or Non-standard Consolidation

How To Determine Whether A Financial Management Application Uses Standard Or Non-standard Consolidation [ID 779191.1]
		Modified 17-JUN-2011     Type HOWTO     Status PUBLISHED

In this Document
  Goal
  Solution

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Applies to:

Hyperion Financial Management - Version: 4.0.5.0.00 to 11.1.1.3.00 - Release: 4.0 to 11.1
Information in this document applies to any platform.

Goal

How to determine the type of consolidation a Hyperion Financial Management (HFM) application is using.

Solution

A "standard consolidation" is a consolidation process which uses a default set of consolidation and eliminations rules, internally defined by HFM.
A "non-standard consolidation" is driven by the Consolidate() routine specified in the Rules file. A non-standard consolidation is commonly used by statutory applications and written by a certified HFM administrator or HFM consultant. 

To determine whether an HFM application uses standard or non-standard consolidations, you need to do the following:

1. Login into the HFM application. 
2. Extract the metadata and save it. 
3. In the Win32 client, click on the Manage Metadata option. 
4. Open the metadata file that was saved in step (2). 
5. From Metadata Item drop down field, choose Appsettings. 
6. From Members section, verify the "ConsolidationRules" setting.

The consolidation type for the application is based on one of the following three values:

• Y = A non-standard consolidation.
• N = A standard HFM consolidation.
• R = A standard HFM consolidation, but value dimension member [Proportion] is derived, not stored.