1 Reply Latest reply on Jun 15, 2017 6:08 PM by USER1211

    Clearing all but 2 years of HFM Data

    1308100
    1308100 Jun 15, 2017 5:33 PM

      Hi all,

       

      I've been tasked with creating a new HFM application stripped down with only 2 years of data (Current Year and Prior Year). I'm struggling with how to retain beginning balance and historical account data from prior year(s). Does anyone have any recommendations on the best way to accomplish this? Version is 11.1.2.4

        • 1. Re: Clearing all but 2 years of HFM Data
          USER1211
          USER1211 Jun 15, 2017 6:08 PM (in response to 1308100)

          It is always good practice to the specify the exact version of Hyperion you on(e.g FDMEE 11.1.2.4.210, HFM 11.1.2.4.204).

           

          Without knowing all the details of your application(e.g rules etc) at a simplistic level:

           

          Get the ending balances of the year which you will not have any more (e.g If you Just will have FY15 and FY16, then you need to ensure you get all the ending balance of FY14  and load those into FY14 Dec of your new application or your opening balance for FY15.)

           

          Then you can  manually extract(you could use FDMEE data sync too) your Data and extract journals from your old application and load into your new application,

          If you have other artifacts(Data Forms) you can use LCM to move those over.

           

          Hopefully that helps you get started, good luck and let us know how you make out.