Wednesday, July 29, 2015

Creating Application profile for HFM application

1.      Application profile introduction

Application profile is like base of application in Hyperion Financial Management.
Before creating any application, we need to create application profile file (.per) and then we can use this file to create any number of applications.
Following 4 dimensions are defined in Application profile. We can not change these dimensions further for application.
·         Period
·         Year
·         View
·         Custom

Application profile can be created only through desktop HFM client in all versions.

In v11.1.2.3, Desktop HFM client has only one functionality of creating application profile and managing metadata. All other functions like creating application, loading data, metadata etc are performed through web client.

2.      Profile creation

Open desktop HFM client and login using credentials.

 From left side menu à Application à Define application profile

 Create a New Application Profile

On the second screen, specify languages used in application. We are using English language in our application.


On the third screen, specify Period and Year dimensions.

On the fourth screen, frequencies of periods are mentioned.

On the fifth screen, our selection for dimensions View, Year, Peroid is displayed.
On the last screen, profile is saved at required location.

This profile file is saved and used while creating HFM application.
Same profile file can be used to create any number of HFM applications.

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