How to Automate Financial Management Consolidation Process Using Taskflow Automation

How to Automate Financial Management Consolidation Process Using Taskflow Automation [ID 1109543.1]

		Modified 05-AUG-2011 Type REFERENCE Status PUBLISHED

In this Document
  Purpose
  Scope
  How to Automate Financial Management Consolidation Process Using Taskflow Automation

Applies to:

Hyperion Financial Management - Version: 9.3.1.0.00 to 11.1.1.3.00 - Release: 9.3 to 11.1
Information in this document applies to any platform.

Purpose

This document describes the process to automate a consolidation in Hyperion Financial Management using Taskflow Automation .

Scope

This document is intended for use by Financial Management Administrators and Users that normally execute the Consolidation process manually and are looking for a solution to automate this process.

How to Automate Financial Management Consolidation Process Using Taskflow Automation

Note: To create Taskflows a user must be assigned the Task Automation security role for Financial Management.

The following steps give an example of how to automate the HFM consolidation process using a Task Flow.

1. Logon to Hyperion Workspace.

2. Open up the HFM application for which the taskflow will be created via Hyperion Workspace.

3. Select the Manage Taskflows option under the Administration menu.

4. Click on the New button to create a new Taskflow.

5. Define the Taskflow being created with Name, Application, and a Description of the process.

6. Enter the name and Description of Task for Stage1 of the Taskflow.
Select the options for Run As as either the Initiator or fill in the credentials (User Name and Password) for a particular user.

7. Select the Processing Tab

       a. Select the Application you’re configuring the Task to run against.
       b. Select an Action to be performed for this Stage. (The example below is to run a consolidation)

c. Select the POV (Point of View) the consolidation should run against. Type would be URL and then click 'Edit' which will bring up the POV selection window.

      d. Select the POV for the Scenario, Year, Period and Entity; select OK.
          The URL line will now be filled out with the POV selected for consolidation.

       e. Select the Type of HFM Consolidation to be run. In this example we have selected. [All with Data]

8. Select Add Link and update the Link Name and Description.

9. Set the Receiving Stage to ‘End’ to complete the Taskflow.

10. Click Save to save the newly created Taskflow.

11. To run a Taskflow, from the Taskflow Listing Summary page, select the saved Taskflow and click the Run Now button.

12. The status page should now show that the Taskflow Initiated successfully.

13. To view the status of the running Taskflow you can view it by selecting the View Taskflow Status from the Administration menu.

Note: Additional HFM processes can be added to a Taskflow by adding additional Stages to the Taskflow, and connecting them by adding Links and setting the Receiving Stage.

Types of HFM processes that can be facilitated by Task Automation are as follows:

Allocate, Calculate, Calculate Contribution, Translate, Consolidate, Load Journals, Extract Journals, Load Data, Extract Data, Execute Journal Action, Extended Analytics, and Process Management.